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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 Q3 2024 · Filed October 29, 2024 · Accession 0001512601-24-000017

Total Value
$666.4M
Positions
303
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (303)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200176,111$101.6M15.24%
2AMERICAN CENTY ETF TR025072703597,099$40.0M6.01%
3VANGUARD MUN BD FDS922907746781,161$39.9M5.99%
4AMERICAN CENTY ETF TR025072885331,443$31.5M4.73%
5SPDR S&P 500 ETF TRSPY47,383$27.2M4.08%
6VANGUARD SCOTTSDALE FDS92206C706408,657$24.7M3.71%
7APPLE INCAAPL102,798$24.0M3.59%
8ISHARES TR46435G326267,798$19.0M2.85%
9ISHARES TR46432F842183,612$14.3M2.15%
10ISHARES INC46434G103239,965$13.8M2.07%
11AMERICAN CENTY ETF TR025072604197,384$12.8M1.91%
12VANGUARD WORLD FD92191084077,440$9.9M1.49%
13ISHARES TR464289867162,866$9.6M1.45%
14AMERICAN CENTY ETF TR025072372184,663$9.6M1.44%
15NVIDIA CORPORATIONNVDA70,042$8.5M1.28%
16MICROSOFT CORPMSFT18,223$7.8M1.18%
17ISHARES GOLD TRIAU138,968$6.9M1.04%
18VANGUARD WORLD FD92191073364,418$6.5M0.98%
19ISHARES TR46435G51674,921$6.3M0.95%
20ISHARES TR46428765527,786$6.1M0.92%
21ISHARES TR46428746573,203$6.1M0.92%
22NUSHARES ETF TRNU145,750$6.1M0.91%
23AMERICAN CENTY ETF TR02507287762,831$6.0M0.90%
24VANGUARD INDEX FDS92290836311,361$6.0M0.90%
25AMAZON COM INCAMZN31,174$5.8M0.87%
26ISHARES TR46428750784,652$5.3M0.79%
27VANGUARD TAX-MANAGED FDS92194385894,170$5.0M0.75%
28PROCTER AND GAMBLE CO74271810928,136$4.9M0.73%
29NUSHARES ETF TRNU110,723$4.7M0.71%
30ISHARES TR46434V46423,248$4.6M0.68%
31ISHARES TR46436E56997,904$4.3M0.65%
32VANGUARD INDEX FDS92290876914,520$4.1M0.62%
33ALPHABET INCGOOG23,273$3.9M0.58%
34ALPHABET INCGOOG22,388$3.7M0.56%
35ISHARES TR46428825730,600$3.7M0.55%
36WALKER & DUNLOP INCWD28,077$3.2M0.48%
37ELI LILLY & COLLY3,236$2.9M0.43%
38META PLATFORMS INCMETA4,601$2.6M0.40%
39LINDE PLCLIN5,509$2.6M0.39%
40PEPSICO INCPEP15,419$2.6M0.39%
41BROADCOM INCAVGO14,622$2.5M0.38%
42JPMORGAN CHASE & CO.VYLD11,887$2.5M0.38%
43ISHARES TR46428723448,506$2.2M0.33%
44VANGUARD INTL EQUITY INDEX F92204285846,005$2.2M0.33%
45SCHWAB STRATEGIC TR80852480553,235$2.2M0.33%
46COCA COLA COKO29,399$2.1M0.32%
47MERCK & CO INCMRK18,101$2.1M0.31%
48BERKSHIRE HATHAWAY INC DELBRK-A4,395$2.0M0.30%
49ABBVIE INCABBV9,596$1.9M0.28%
50HOME DEPOT INCHD4,371$1.8M0.27%
51SCHWAB STRATEGIC TR80852410226,168$1.7M0.26%
52ORACLE CORPORCL-PD10,110$1.7M0.26%
53VANGUARD INTL EQUITY INDEX F92204274213,521$1.6M0.24%
54VISA INCV5,883$1.6M0.24%
55TRAVELERS COMPANIES INCTRV6,522$1.5M0.23%
56EXXON MOBIL CORPXOM12,917$1.5M0.23%
57INVESCO QQQ TRIVZ3,093$1.5M0.23%
58PFIZER INCPFE51,824$1.5M0.23%
59TAIWAN SEMICONDUCTOR MFG LTD8740391008,415$1.5M0.22%
60ACCENTURE PLC IRELANDACN4,077$1.4M0.22%
61UNITEDHEALTH GROUP INCUNH2,457$1.4M0.22%
62ADVANCED MICRO DEVICES INCAMD8,749$1.4M0.22%
63DELL TECHNOLOGIES INCDELL11,894$1.4M0.21%
64ABBOTT LABSABLZF12,310$1.4M0.21%
65UNION PAC CORPUNP5,559$1.4M0.21%
66DISNEY WALT CO25468710613,657$1.3M0.20%
67ISHARES TR4642876143,469$1.3M0.20%
68VANGUARD INDEX FDS9229085954,868$1.3M0.20%
69COSTCO WHSL CORP NEW22160K1051,367$1.2M0.18%
70VANGUARD INDEX FDS9229086115,571$1.1M0.17%
71JOHNSON & JOHNSONJNJ6,738$1.1M0.16%
72INTUITINTU1,751$1.1M0.16%
73NOVO-NORDISK A SNONOF9,083$1.1M0.16%
74NETFLIX INCNFLX1,466$1.0M0.16%
75QUALCOMM INCQCOM6,053$1.0M0.15%
76MASTERCARD INCORPORATEDMA2,069$1.0M0.15%
77DOVER CORPDOV5,288$1.0M0.15%
78SALESFORCE INCCRM3,680$1.0M0.15%
79AUTOMATIC DATA PROCESSING INADP3,617$1.0M0.15%
80DANAHER CORPORATION2358511023,579$995,1200.15%
81INTEL CORPINTC42,241$990,9740.15%
82VANGUARD INDEX FDS9229087514,139$981,7290.15%
83SPDR INDEX SHS FDS78463X88925,829$970,1370.15%
84AMERICAN EXPRESS COAXP3,531$957,6570.14%
85WALMART INCWMT11,609$937,4480.14%
86GRAINGER W W INC384802104889$923,6560.14%
87LUMEN TECHNOLOGIES INCLUMN130,064$923,4540.14%
88NOVARTIS AGNVSEF7,727$888,7490.13%
89BALL CORPBALL12,925$877,7360.13%
90APPLIED MATLS INC0382221054,259$860,4920.13%
91VANGUARD INDEX FDS9229086373,250$855,6920.13%
92TESLA INCTSLA3,198$836,6920.13%
93LAM RESEARCH CORPLRCX1,015$828,5940.12%
94ISHARES TR4642875984,358$827,1480.12%
95ICICI BANK LIMITEDIBN27,363$816,7930.12%
96BOOKING HOLDINGS INCBKNG192$809,4410.12%
97CATERPILLAR INCCAT2,029$793,4010.12%
98TJX COS INC NEW8725401096,636$780,0230.12%
99VERIZON COMMUNICATIONS INCVZ17,056$765,9790.11%
100THERMO FISHER SCIENTIFIC INCTMO1,231$761,7550.11%
101BROADSTONE NET LEASE INCBNL40,000$758,0000.11%
102UBER TECHNOLOGIES INCUBER9,925$745,9320.11%
103SERVICENOW INCNOW831$743,2380.11%
104INTERNATIONAL BUSINESS MACHSINTR3,359$742,6330.11%
105AMGEN INCAMGN2,290$737,7050.11%
106SPDR GOLD TRGLD3,031$736,7150.11%
107AGILENT TECHNOLOGIES INCA4,940$733,5610.11%
108ASML HOLDING N VASMLF872$726,7450.11%
109VANGUARD SPECIALIZED FUNDS9219088443,655$723,9320.11%
110INTUITIVE SURGICAL INCISRG1,466$720,2020.11%
111WABTEC9297401083,932$714,8060.11%
112AT&T INCT-PC32,415$713,1300.11%
113HONDA MOTOR LTDHNDAF22,443$712,1310.11%
114PNC FINL SVCS GROUP INC6934751053,842$710,1410.11%
115TYSON FOODS INCTSN11,907$709,1810.11%
116BLACKSTONE INCBX4,554$697,3540.10%
117S&P GLOBAL INCSPGI1,332$688,3140.10%
118ADOBE INCADBE1,313$679,8450.10%
119GOLDMAN SACHS GROUP INCGSCE1,366$676,1730.10%
120ISHARES TR46434V26619,131$674,3680.10%
121ISHARES TR46435U66315,819$661,5510.10%
122DEERE & CODE1,549$646,4110.10%
123T-MOBILE US INCTMUSZ3,115$642,7370.10%
124BOSTON SCIENTIFIC CORPBSX7,653$641,3210.10%
125SPDR S&P MIDCAP 400 ETF TRMDY1,118$636,8800.10%
126CHEVRON CORP NEWCVX4,197$618,1170.09%
127CHUBB LIMITEDCB2,137$616,3540.09%
128FISERV INCFISV3,383$607,7560.09%
129LOWES COS INC5486611072,211$598,9440.09%
130ENTERPRISE PRODS PARTNERS L29379210720,395$593,7130.09%
131VANGUARD INDEX FDS9229086292,250$593,6660.09%
132NEXTERA ENERGY INCNEE-PW7,003$591,9550.09%
133HSBC HLDGS PLCHBCYF12,928$584,2130.09%
134ISHARES TR4642878044,935$577,1980.09%
135WIPRO LTDWIT88,446$573,1320.09%
136COLGATE PALMOLIVE COCL5,520$573,0030.09%
137MORGAN STANLEYMS-PQ5,488$572,0540.09%
138ALLSTATE CORPALL-PJ2,977$564,5220.08%
139DIGITALOCEAN HLDGS INCDOCN13,956$563,6830.08%
140SYSCO CORPSYY6,929$540,8910.08%
141RELX PLCRLXXF11,259$534,3350.08%
142PHILIP MORRIS INTL INC7181721094,373$530,8300.08%
143CHIPOTLE MEXICAN GRILL INCCMG9,156$527,5690.08%
144PROGRESSIVE CORP7433151032,067$524,4520.08%
145BANCOLOMBIA S A05968L10216,626$521,7240.08%
146ISHARES TR4642884144,787$520,0120.08%
147RELIANCE INCRS1,793$518,6320.08%
148AMERICAN TOWER CORP NEW03027X1002,219$516,0430.08%
149HONEYWELL INTL INC4385161062,494$515,4370.08%
150VANGUARD WHITEHALL FDS9219464064,018$515,1080.08%
151THE CIGNA GROUP1255231001,446$500,9790.08%
152UNILEVER PLCUNLYF7,679$498,8590.07%
153AMERICAN INTL GROUP INC0268747846,785$496,8880.07%
154VANGUARD INDEX FDS9229086522,726$496,1050.07%
155GE AEROSPACE3696043012,626$495,2110.07%
156CITIGROUP INCC-PR7,902$494,6650.07%
157BANK NEW YORK MELLON CORP0640581006,820$490,0850.07%
158LOCKHEED MARTIN CORPLMT838$489,8610.07%
159STRYKER CORPORATIONSYK1,355$489,4590.07%
160MOODYS CORPMCO1,023$485,4180.07%
161HDFC BANK LTDHDB7,731$483,6470.07%
162PROLOGIS INC.PLDGP3,816$481,9200.07%
163GILEAD SCIENCES INCGILD5,713$478,9770.07%
164SPROTT PHYSICAL GOLD TRSII23,327$475,4040.07%
165HCA HEALTHCARE INCHCA1,169$475,1170.07%
166MCDONALDS CORPMCD1,556$473,7220.07%
167MICRON TECHNOLOGY INCMU4,457$462,2530.07%
168MICROVISION INC DELMVIS400,000$456,0000.07%
169ASE TECHNOLOGY HLDG CO LTDASX46,680$455,5980.07%
170ILLINOIS TOOL WKS INC4523081091,722$451,2980.07%
171INFOSYS LTDINFY20,199$449,8400.07%
172PACCAR INCPCAR4,551$449,0670.07%
173TRUIST FINL CORP89832Q10910,365$443,3110.07%
174ISHARES TR4642876221,406$442,0320.07%
175UNITED RENTALS INCURI543$439,6830.07%
176BECTON DICKINSON & COBDX1,810$436,4970.07%
177SYNOPSYS INCSNPS860$435,4950.07%
178AUTODESK INCADSK1,557$428,9230.06%
179MEDTRONIC PLCMDT4,730$425,8150.06%
180CARRIER GLOBAL CORPORATIONCARR5,280$425,0150.06%
181GENERAL MLS INC3703341045,742$424,0310.06%
182BRISTOL-MYERS SQUIBB COCELG-RI8,179$423,1800.06%
183CME GROUP INCCME1,912$421,9310.06%
184ARISTA NETWORKS INCANET1,081$415,0290.06%
185OTIS WORLDWIDE CORPOTIS3,987$414,4180.06%
186MERCADOLIBRE INCMELI201$412,4440.06%
187SCHWAB STRATEGIC TR8085242015,856$397,3510.06%
188CONAGRA BRANDS INCCAG12,206$396,9380.06%
189NOMURA HLDGS INCNRSCF75,955$396,4870.06%
190EQUINIX INCEQIX441$391,2300.06%
191CBRE GROUP INCCBRE3,137$390,4940.06%
192STERLING INFRASTRUCTURE INCSTRL2,690$390,1040.06%
193CONSTELLATION BRANDS INCSTZ1,500$386,5080.06%
194ISHARES TR4642871503,049$382,9950.06%
195SCHWAB CHARLES CORPSCHW-PJ5,847$378,9210.06%
196SCHWAB STRATEGIC TR80852470612,890$376,1340.06%
197COPART INCCPRT7,133$373,7690.06%
198DUPONT DE NEMOURS INCDD4,171$371,6780.06%
199RPM INTL INC7496851033,042$368,0950.06%
200CISCO SYS INCCSCO6,879$366,0990.05%
201XYLEM INCXYL2,690$363,2240.05%
202ISHARES TR46429B6973,952$360,8570.05%
203SHERWIN WILLIAMS COSHW943$359,7250.05%
204CINTAS CORPCTAS1,741$358,3460.05%
205SELECT SECTOR SPDR TR81369Y8031,583$357,4050.05%
206VULCAN MATLS CO9291601091,424$356,6970.05%
207BROADRIDGE FINL SOLUTIONS IN11133T1031,627$349,8810.05%
208ISHARES TR4642886386,500$349,1800.05%
209HERSHEY COHSY1,808$346,7820.05%
210VANGUARD WORLD FD92204A3062,789$341,5690.05%
211IQVIA HLDGS INCIQV1,416$335,5500.05%
212BP PLCBPPFF10,595$332,5630.05%
213KT CORPKT21,519$330,9560.05%
214MOTOROLA SOLUTIONS INCMSI734$330,0280.05%
215PTC INCPTC1,825$329,7040.05%
216QUANTA SVCS INC74762E1021,098$327,3690.05%
217GARTNER INCIT646$327,3670.05%
218CHROMADEX CORPNAGE88,847$324,2920.05%
219US BANCORP DELUSB-PS7,008$320,4910.05%
220STEEL DYNAMICS INCSTLD2,513$316,8890.05%
221KEURIG DR PEPPER INCKDP8,452$316,7940.05%
222ISHARES INC46434G8638,642$314,6550.05%
223TAKEDA PHARMACEUTICAL CO LTDTKPHF22,090$314,1260.05%
224WOORI FINL GROUP INC9810641088,726$311,7940.05%
225WELLTOWER INCWELL2,433$311,4970.05%
226COGNIZANT TECHNOLOGY SOLUTIOCTSH4,006$309,1500.05%
227INTERCONTINENTAL EXCHANGE IN45866F1041,920$308,4290.05%
228CADENCE DESIGN SYSTEM INCCDNS1,135$307,6190.05%
229HALLIBURTON COHAL10,565$306,9150.05%
230COUPANG INCCPNG12,156$298,4300.04%
231ISHARES TR4642872262,932$296,9270.04%
232PENTAIR PLCPNR2,995$292,8810.04%
233PRUDENTIAL FINL INCPUKPF2,410$291,8510.04%
234ABRDN SILVER ETF TRUSTSIVR9,650$287,0880.04%
235RTX CORPORATIONRTX2,364$286,4220.04%
236SCHWAB STRATEGIC TR8085246075,539$285,2630.04%
237F N B CORP30252010120,165$284,5280.04%
238U HAUL HOLDING COMPANYUHAL-B3,899$280,7280.04%
239KLA CORPKLAC357$276,4640.04%
240VERISK ANALYTICS INCVRSK1,030$276,0680.04%
241ONEOK INC NEWOKE2,998$273,2080.04%
242CORE SCIENTIFIC INC NEW21874A10622,921$271,8430.04%
243JD.COM INCJDCMF6,741$269,6400.04%
244ANALOG DEVICES INCADI1,167$268,6090.04%
245FERGUSON ENTERPRISES INCFERG1,353$268,5890.04%
246KELLANOVABEKE3,304$266,6660.04%
247CHECK POINT SOFTWARE TECH LTM224651041,381$266,2710.04%
248BANCO BILBAO VIZCAYA ARGENTABBVXF24,504$265,6230.04%
249IRON MTN INC DEL46284V1012,222$264,0510.04%
250ISHARES INC4642865252,302$263,6480.04%
251DIAGEO PLCDGEAF1,866$261,8540.04%
252ELEVANCE HEALTH INCELV499$259,3730.04%
253SAP SESAPGF1,118$256,1340.04%
254VANGUARD INDEX FDS922908736666$255,6970.04%
255SELECT SECTOR SPDR TR81369Y7041,882$254,8980.04%
256OMNICOM GROUP INCOMC2,452$253,4700.04%
257NXP SEMICONDUCTORS N VNXPI1,045$250,8100.04%
258COMCAST CORP NEWCCZ6,002$250,7170.04%
259VANGUARD WORLD FD92204A702424$248,6840.04%
260SIMON PPTY GROUP INC NEW8288061091,468$248,1210.04%
261ROCKWELL AUTOMATION INCROK921$247,1280.04%
262TRANE TECHNOLOGIES PLCTT634$246,4550.04%
263SHINHAN FINANCIAL GROUP CO LSHG5,801$245,8000.04%
264PIEDMONT OFFICE REALTY TR INPDM24,272$245,1470.04%
265FLEXSHARES TRFLEX1,407$242,7360.04%
266WASTE CONNECTIONS INCWCN1,357$242,6590.04%
267MARSH & MCLENNAN COS INC5717481021,086$242,3250.04%
268ECOLAB INCECL947$241,7970.04%
269MPLX LPMPLXP5,376$239,0200.04%
270INVESCO EXCH TRADED FD TR IIIVZ3,170$227,3860.03%
271UNITED MICROELECTRONICS CORPUMC26,943$226,8600.03%
272COCA-COLA FEMSA SAB DE CVCOCSF2,556$226,8070.03%
273BROWN FORMAN CORPBF-B4,566$224,6470.03%
274GSK PLCGLAXF5,453$222,9190.03%
275SUMITOMO MITSUI FINL GROUP I86562M20917,645$222,8560.03%
276COLUMBIA BKG SYS INC1972361028,489$221,6480.03%
277SCHWAB STRATEGIC TR8085247972,606$220,2720.03%
278ISHARES TR4642888852,035$219,0190.03%
279VALMONT INDS INC920253101750$217,4620.03%
280REALTY INCOME CORPO3,399$215,5810.03%
281PALO ALTO NETWORKS INCPANW629$214,9920.03%
282DIMENSIONAL ETF TRUST25434V5003,282$212,8710.03%
283LOEWS CORPL2,686$212,3280.03%
284HUBBELL INCHUBB490$209,9400.03%
285V F CORPVFC10,452$208,5170.03%
286CHUNGHWA TELECOM CO LTDCHT5,237$207,7520.03%
287DIGITAL RLTY TR INC2538681031,281$207,3160.03%
288BLACKROCK INCBLK218$206,9930.03%
289ASTRAZENECA PLCAZN2,655$206,8510.03%
290TELEFONICA BRASIL SAVIV20,007$205,4720.03%
291PAYCHEX INCPAYX1,511$202,7730.03%
292GENERAL DYNAMICS CORPGD668$201,8700.03%
293ALTRIA GROUP INCMO3,945$201,3290.03%
294WEYERHAEUSER CO MTN BEWY5,939$201,0990.03%
295GERDAU SAGGB57,254$200,3910.03%
296TELEFONICA S ATELFY32,150$156,2490.02%
297LLOYDS BANKING GROUP PLCLLOBF37,036$115,5520.02%
298NIO INCNIOIF16,817$112,3380.02%
299BANCO SANTANDER S.A.BCDRF19,156$97,6950.01%
300NOKIA CORPNOKBF15,988$69,8680.01%
301BANCO BRADESCO S A05946040220,286$49,7010.01%
302AMBEV SAABEV13,562$33,0910.00%
303BANCO BRADESCO S A05946030311,515$30,6300.00%