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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

BSW Wealth Partners

Quarter ended Q2 2024 · Filed July 16, 2024 · Accession 0001512601-24-000014

Total Value
$609.5M
Positions
296
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (296)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200173,395$94.9M15.57%
2VANGUARD MUN BD FDS922907746753,421$37.8M6.19%
3AMERICAN CENTY ETF TR025072703575,025$35.8M5.87%
4AMERICAN CENTY ETF TR025072885311,012$28.1M4.60%
5SPDR S&P 500 ETF TRSPY47,085$25.6M4.20%
6VANGUARD SCOTTSDALE FDS92206C706393,912$22.9M3.76%
7APPLE INCAAPL100,664$21.2M3.48%
8ISHARES TR46435G326244,272$16.0M2.63%
9ISHARES TR46432F842186,058$13.5M2.22%
10ISHARES INC46434G103231,746$12.4M2.04%
11AMERICAN CENTY ETF TR025072604191,151$11.7M1.92%
12VANGUARD WORLD FD92191084081,772$9.7M1.59%
13ISHARES TR464289867163,682$9.2M1.51%
14AMERICAN CENTY ETF TR025072372177,509$8.7M1.42%
15NVIDIA CORPORATIONNVDA66,104$8.2M1.34%
16MICROSOFT CORPMSFT17,391$7.8M1.28%
17ISHARES GOLD TRIAU148,212$6.5M1.07%
18VANGUARD WORLD FD92191073363,967$6.2M1.01%
19ISHARES TR46435G51675,493$5.9M0.98%
20ISHARES TR46428765528,744$5.8M0.96%
21ISHARES TR46428746574,156$5.8M0.95%
22NUSHARES ETF TRNU149,363$5.6M0.93%
23AMAZON COM INCAMZN29,087$5.6M0.92%
24VANGUARD INDEX FDS92290836311,215$5.6M0.92%
25AMERICAN CENTY ETF TR02507287758,550$5.3M0.86%
26ISHARES TR46428750784,179$4.9M0.81%
27VANGUARD TAX-MANAGED FDS92194385896,537$4.8M0.78%
28PROCTER AND GAMBLE CO74271810927,872$4.6M0.75%
29NUSHARES ETF TRNU111,207$4.4M0.72%
30ALPHABET INCGOOG22,789$4.2M0.69%
31ISHARES TR46436E56999,096$4.2M0.68%
32ISHARES TR46434V46422,560$4.1M0.68%
33ALPHABET INCGOOG20,107$3.7M0.60%
34VANGUARD INDEX FDS92290876913,536$3.6M0.59%
35ISHARES TR46428825731,643$3.6M0.58%
36LILLY ELI & COLLY3,102$2.8M0.46%
37PEPSICO INCPEP15,673$2.6M0.42%
38LINDE PLCLIN5,182$2.3M0.37%
39BROADCOM INCAVGO1,404$2.3M0.37%
40META PLATFORMS INCMETA4,411$2.2M0.36%
41JPMORGAN CHASE & COVYLD10,792$2.2M0.36%
42SCHWAB STRATEGIC TR80852480555,044$2.1M0.35%
43ISHARES TR46428723448,506$2.1M0.34%
44VANGUARD INTL EQUITY INDEX F92204285846,593$2.0M0.33%
45COCA COLA COKO29,310$1.9M0.31%
46MERCK & CO INCMRK14,430$1.8M0.29%
47WALKER & DUNLOP INCWD18,122$1.8M0.29%
48SCHWAB STRATEGIC TR80852410227,729$1.7M0.29%
49DELL TECHNOLOGIES INCDELL11,682$1.6M0.26%
50ABBVIE INCABBV9,010$1.5M0.25%
51BERKSHIRE HATHAWAY INC DELBRK-A3,678$1.5M0.25%
52INVESCO QQQ TRIVZ3,054$1.5M0.24%
53ORACLE CORPORCL-PD10,274$1.5M0.24%
54PFIZER INCPFE51,205$1.4M0.24%
55TAIWAN SEMICONDUCTOR MFG LTD8740391008,205$1.4M0.23%
56VISA INCV5,415$1.4M0.23%
57ADVANCED MICRO DEVICES INCAMD8,631$1.4M0.23%
58DISNEY WALT CO25468710613,961$1.4M0.23%
59HOME DEPOT INCHD3,986$1.4M0.23%
60VANGUARD INTL EQUITY INDEX F92204274211,488$1.3M0.21%
61TRAVELERS COMPANIES INCTRV6,321$1.3M0.21%
62ISHARES TR4642876143,469$1.3M0.21%
63ABBOTT LABSABLZF12,130$1.3M0.21%
64NOVO-NORDISK A SNONOF8,714$1.2M0.20%
65EXXON MOBIL CORPXOM10,767$1.2M0.20%
66ACCENTURE PLC IRELANDACN4,049$1.2M0.20%
67VANGUARD INDEX FDS9229085954,905$1.2M0.20%
68COSTCO WHSL CORP NEW22160K1051,346$1.1M0.19%
69INTERNATIONAL BUSINESS MACHSINTR6,542$1.1M0.19%
70QUALCOMM INCQCOM5,645$1.1M0.18%
71INTUITINTU1,653$1.1M0.18%
72UNITEDHEALTH GROUP INCUNH2,039$1.0M0.17%
73LAM RESEARCH CORPLRCX972$1.0M0.17%
74VANGUARD INDEX FDS9229086115,477$999,6620.16%
75NETFLIX INCNFLX1,481$999,4970.16%
76APPLIED MATLS INC0382221054,203$991,8320.16%
77SPDR INDEX SHS FDS78463X88927,876$977,8900.16%
78JOHNSON & JOHNSONJNJ6,595$963,9490.16%
79UNION PAC CORPUNP4,172$943,9440.15%
80VANGUARD INDEX FDS9229087514,281$933,4920.15%
81DOVER CORPDOV4,965$895,9340.15%
82AUTOMATIC DATA PROCESSING INADP3,672$876,4100.14%
83INTEL CORPINTC28,162$872,1850.14%
84MASTERCARD INCORPORATEDMA1,967$867,8100.14%
85MCDONALDS CORPMCD3,380$861,4030.14%
86ISHARES TR4642872268,727$847,1330.14%
87AMGEN INCAMGN2,633$822,5290.13%
88AMERICAN EXPRESS COAXP3,551$822,2000.13%
89SALESFORCE INCCRM3,169$814,7910.13%
90GRAINGER W W INC384802104900$812,1490.13%
91VANGUARD INDEX FDS9229086373,250$811,2650.13%
92DANAHER CORPORATION2358511023,245$810,8410.13%
93WALMART INCWMT11,567$783,2150.13%
94BALL CORPBALL12,925$775,7580.13%
95ASML HOLDING N VASMLF748$765,1180.13%
96ICICI BANK LIMITEDIBN26,467$762,5280.13%
97ISHARES TR4642875984,358$760,3400.12%
98NOVARTIS AGNVSEF7,090$754,7630.12%
99AGILENT TECHNOLOGIES INCA5,682$736,5840.12%
100SPDR GOLD TRGLD3,339$717,9180.12%
101BOOKING HOLDINGS INCBKNG181$717,1950.12%
102DIGITALOCEAN HLDGS INCDOCN20,627$716,7880.12%
103VERIZON COMMUNICATIONS INCVZ16,963$699,5540.11%
104VANGUARD SPECIALIZED FUNDS9219088443,652$666,7220.11%
105THERMO FISHER SCIENTIFIC INCTMO1,197$662,1840.11%
106BANK NEW YORK MELLON CORP06405810010,845$649,4890.11%
107HONDA MOTOR LTDHNDAF20,100$648,0380.11%
108TJX COS INC NEW8725401095,814$640,1390.11%
109STERLING INFRASTRUCTURE INCSTRL5,370$635,4860.10%
110TESLA INCTSLA3,203$633,8090.10%
111ADOBE SYSTEMS INCORPORATEDADBE1,138$632,2050.10%
112ISHARES TR46434V26619,249$620,3890.10%
113GOLDMAN SACHS GROUP INCGSCE1,354$612,6130.10%
114PNC FINL SVCS GROUP INC6934751053,882$603,5290.10%
115SERVICENOW INCNOW752$591,5760.10%
116WABTEC9297401083,742$591,4750.10%
117BOSTON SCIENTIFIC CORPBSX7,663$590,1280.10%
118ENTERPRISE PRODS PARTNERS L29379210720,290$587,9950.10%
119MEDTRONIC PLCMDT7,325$576,5820.09%
120CHEVRON CORP NEWCVX3,671$574,2590.09%
121CATERPILLAR INCCAT1,724$574,1090.09%
122BLACKSTONE INCBX4,584$567,4990.09%
123VANGUARD INDEX FDS9229086292,269$549,4370.09%
124AT&T INCT-PC28,421$543,1210.09%
125ISHARES TR46435U66314,054$541,0790.09%
126HSBC HLDGS PLCHBCYF12,383$538,6740.09%
127HONEYWELL INTL INC4385161062,515$536,9520.09%
128WIPRO LTDWIT86,028$524,7730.09%
129SPDR S&P MIDCAP 400 ETF TRMDY979$523,8430.09%
130DEERE & CODE1,349$504,1300.08%
131AMERICAN INTL GROUP INC0268747846,788$503,9410.08%
132NOMURA HLDGS INCNRSCF87,068$503,2550.08%
133S&P GLOBAL INCSPGI1,114$496,9500.08%
134UBER TECHNOLOGIES INCUBER6,796$493,9330.08%
135THE CIGNA GROUP1255231001,485$490,7740.08%
136INTUITIVE SURGICAL INCISRG1,098$488,4450.08%
137MORGAN STANLEYMS-PQ5,008$486,7280.08%
138MICRON TECHNOLOGY INCMU3,698$486,4310.08%
139CITIGROUP INCC-PR7,594$481,9150.08%
140ALLSTATE CORPALL-PJ2,978$475,4120.08%
141T-MOBILE US INCTMUSZ2,665$469,5640.08%
142BANCOLOMBIA S A05968L10214,375$469,3440.08%
143TYSON FOODS INCTSN8,201$468,6050.08%
144FISERV INCFISV3,069$457,4040.08%
145CADENCE DESIGN SYSTEM INCCDNS1,463$450,2380.07%
146CHIPOTLE MEXICAN GRILL INCCMG7,171$449,2630.07%
147COLGATE PALMOLIVE COCL4,587$445,1520.07%
148MOODYS CORPMCO1,052$442,6970.07%
149SCHWAB STRATEGIC TR8085242016,866$441,1550.07%
150CORTEVA INCCTVA8,079$435,8000.07%
151NEXTERA ENERGY INCNEE-PW6,105$432,2920.07%
152ISHARES TR4642876221,406$418,3410.07%
153UNILEVER PLCUNLYF7,578$416,7150.07%
154HERSHEY COHSY2,267$416,7040.07%
155RELX PLCRLXXF9,050$415,2220.07%
156RELIANCE STEEL & ALUMINUM CORS1,443$412,1100.07%
157ILLINOIS TOOL WKS INC4523081091,733$410,6640.07%
158GENERAL ELECTRIC CO3696043012,578$409,8250.07%
159SPROTT PHYSICAL GOLD TRSII22,624$408,5890.07%
160PHILIP MORRIS INTL INC7181721093,964$401,6280.07%
161RBB FD INC74933W4528,016$400,9600.07%
162TARGET CORPTGT2,699$399,5320.07%
163SCHWAB STRATEGIC TR80852470615,000$398,4090.07%
164CONSTELLATION BRANDS INCSTZ1,545$397,3930.07%
165TRUIST FINL CORP89832Q10910,221$397,0860.07%
166ASE TECHNOLOGY HLDG CO LTDASX34,234$390,9540.06%
167PACCAR INCPCAR3,744$385,4210.06%
168HCA HEALTHCARE INCHCA1,196$384,2510.06%
169BP PLCBPPFF10,562$381,3050.06%
170LOWES COS INC5486611071,729$381,2300.06%
171PROLOGIS INC.PLDGP3,380$379,5530.06%
172VANGUARD INDEX FDS9229086522,223$375,2200.06%
173SYNOPSYS INCSNPS623$370,7220.06%
174BRISTOL-MYERS SQUIBB COCELG-RI8,892$369,2690.06%
175EQUINIX INCEQIX483$365,1780.06%
176CHUBB LIMITEDCB1,430$364,6610.06%
177NXP SEMICONDUCTORS N VNXPI1,352$363,8100.06%
178ISHARES TR4642871503,048$362,0020.06%
179AMERICAN TOWER CORP NEW03027X1001,853$360,1960.06%
180AUTODESK INCADSK1,452$359,2980.06%
181US BANCORP DELUSB-PS9,005$357,4880.06%
182VANGUARD WORLD FDS92204A3062,789$355,7930.06%
183COPART INCCPRT6,533$353,8270.06%
184SYSCO CORPSYY4,929$351,9130.06%
185GILEAD SCIENCES INCGILD5,119$351,2140.06%
186SPDR SER TR78468R6223,700$348,7990.06%
187CARRIER GLOBAL CORPORATIONCARR5,502$347,0420.06%
188HALLIBURTON COHAL10,068$340,0990.06%
189INFOSYS LTDINFY17,886$333,0420.05%
190ISHARES TR4642884143,121$332,5430.05%
191FERGUSON PLC NEWG3421J1061,716$332,2290.05%
192SCHWAB CHARLES CORPSCHW-PJ4,503$331,8130.05%
193BECTON DICKINSON & COBDX1,412$330,0240.05%
194VANGUARD WHITEHALL FDS9219464062,736$324,4900.05%
195STRYKER CORPORATIONSYK944$321,1040.05%
196MICROVISION INC DELMVIS300,000$318,0000.05%
197UNITED MICROELECTRONICS CORPUMC36,295$317,9440.05%
198XYLEM INCXYL2,344$317,8630.05%
199MERCADOLIBRE INCMELI192$315,5330.05%
200VULCAN MATLS CO9291601091,268$315,3810.05%
201CISCO SYS INCCSCO6,589$313,0290.05%
202ISHARES TR46429B6973,727$312,9190.05%
203ISHARES TR4642878042,915$310,9140.05%
204HDFC BANK LTDHDB4,797$308,5910.05%
205CME GROUP INCCME1,564$307,4350.05%
206GENERAL MLS INC3703341044,817$304,7420.05%
207BROADRIDGE FINL SOLUTIONS IN11133T1031,536$302,5620.05%
208UNITED RENTALS INCURI460$297,4960.05%
209SELECT SECTOR SPDR TR81369Y8031,308$295,9360.05%
210RPM INTL INC7496851032,745$295,6230.05%
211OTIS WORLDWIDE CORPOTIS3,069$295,4630.05%
212WOORI FINL GROUP INC9810641089,182$294,1840.05%
213PRUDENTIAL FINL INCPUKPF2,508$293,9130.05%
214M/I HOMES INCMHO2,400$293,1360.05%
215ISHARES INC46434G8638,642$289,7660.05%
216MOTOROLA SOLUTIONS INCMSI750$289,5380.05%
217CBRE GROUP INCCBRE3,244$289,0730.05%
218COUPANG INCCPNG13,656$286,0930.05%
219SUMITOMO MITSUI FINL GROUP I86562M20920,849$279,5850.05%
220HF SINCLAIR CORPDINO5,240$279,5020.05%
221VERISK ANALYTICS INCVRSK1,032$278,2190.05%
222SCHWAB STRATEGIC TR8085246075,844$277,3030.05%
223F N B CORP30252010120,110$275,1050.05%
224KEURIG DR PEPPER INCKDP8,220$274,5630.05%
225ARISTA NETWORKS INCANET781$273,7250.04%
226MARTIN MARIETTA MATLS INC573284106505$273,6500.04%
227SHINHAN FINANCIAL GROUP CO LSHG7,859$273,5710.04%
228QUANTA SVCS INC74762E1021,074$272,8930.04%
229SANOFISNYNF5,612$272,2940.04%
230VANGUARD INDEX FDS922908736723$270,4090.04%
231ISHARES TR46434V8605,249$265,9010.04%
232DIAGEO PLCDGEAF2,106$265,5420.04%
233WORKDAY INCWDAY1,182$264,2480.04%
234ANALOG DEVICES INCADI1,155$263,6400.04%
235SPDR SER TR78464A7632,073$263,6200.04%
236ABRDN SILVER ETF TRUSTSIVR9,412$262,0300.04%
237DUPONT DE NEMOURS INCDD3,249$261,5120.04%
238ASTRAZENECA PLCAZN3,352$261,4230.04%
239ECOLAB INCECL1,095$260,6100.04%
240COGNIZANT TECHNOLOGY SOLUTIOCTSH3,723$253,1430.04%
241FMC CORPFMC4,387$252,4820.04%
242ROCKWELL AUTOMATION INCROK905$249,2120.04%
243LUMEN TECHNOLOGIES INCLUMN226,064$248,6700.04%
244IQVIA HLDGS INCIQV1,172$247,8080.04%
245TAKEDA PHARMACEUTICAL CO LTDTKPHF19,098$247,1230.04%
246SHERWIN WILLIAMS COSHW824$246,0480.04%
247PROGRESSIVE CORP7433151031,179$244,8220.04%
248VANGUARD WORLD FDS92204A702424$244,4740.04%
249PTC INCPTC1,340$243,4380.04%
250GENUINE PARTS COGPC1,749$241,9220.04%
251BANCO BILBAO VIZCAYA ARGENTABBVXF24,067$241,3920.04%
252RYERSON HLDG CORPRYZ12,360$241,0200.04%
253NIKE INCNKE3,185$240,0590.04%
254KLA CORPKLAC290$239,1080.04%
255TAYLOR MORRISON HOME CORPTMHC4,270$236,7290.04%
256RAYTHEON TECHNOLOGIES CORPRTX2,350$235,9160.04%
257WASTE CONNECTIONS INCWCN1,325$232,3520.04%
258FLEXSHARES TRFLEX1,407$231,4040.04%
259SELECT SECTOR SPDR TR81369Y7041,882$229,3590.04%
260PENTAIR PLCPNR2,987$229,0120.04%
261MPLX LPMPLXP5,376$228,9660.04%
262DIGITAL RLTY TR INC2538681031,492$226,7990.04%
263CHECK POINT SOFTWARE TECH LTM224651041,372$226,3800.04%
264SAP SESAPGF1,096$221,0740.04%
265ONEOK INC NEWOKE2,679$218,4720.04%
266AFLAC INCAFL2,443$218,1870.04%
267MARSH & MCLENNAN COS INC5717481021,033$217,6740.04%
268ANSYS INC03662Q105677$217,6550.04%
269CORE SCIENTIFIC INC21874A10622,921$213,1650.03%
270COCA-COLA FEMSA SAB DE CVCOCSF2,474$212,3870.03%
271ALLY FINL INC02005N1005,300$210,2510.03%
272JOHNSON CTLS INTL PLCG515021053,153$209,5650.03%
273WELLTOWER INCWELL2,007$209,2810.03%
274ISHARES TR4642888852,035$208,1340.03%
275ISHARES TR4642886611,801$207,9610.03%
276ISHARES TR46435U8535,689$206,3970.03%
277KIMBERLY-CLARK CORPKMB1,489$205,7940.03%
278SCHWAB STRATEGIC TR8085247972,632$204,6520.03%
279ISHARES TR46434VBD18,161$202,8820.03%
280ISHARES TR46435U1688,677$201,9570.03%
281ISHARES TR46436E5288,749$200,4400.03%
282ISHARES TR46435U1848,621$200,3520.03%
283ISHARES TR46436E3798,647$200,0410.03%
284KT CORPKT14,523$198,5270.03%
285PIEDMONT OFFICE REALTY TR INPDM24,272$175,9720.03%
286TELEFONICA BRASIL SAVIV19,706$161,7860.03%
287V F CORPVFC10,462$141,2370.02%
288GERDAU SAGGB42,790$141,2080.02%
289TELEFONICA S ATELFY28,860$121,5000.02%
290SIBANYE STILLWATER LTDSBYSF26,827$116,6970.02%
291LLOYDS BANKING GROUP PLCLLOBF38,732$105,7390.02%
292BANCO SANTANDER S.A.BCDRF20,769$96,1600.02%
293NOKIA CORPNOKBF21,653$81,8470.01%
294NIO INCNIOIF10,259$42,6780.01%
295BANCO BRADESCO S A05946040218,724$38,7590.01%
296BANCO BRADESCO S A05946030310,070$22,5570.00%