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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 Q4 2024 · Filed January 22, 2025 · Accession 0001512601-25-000003

Total Value
$681.3M
Positions
308
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (308)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200177,445$104.5M15.33%
2VANGUARD MUN BD FDS922907746758,765$38.0M5.58%
3AMERICAN CENTY ETF TR025072703590,822$36.3M5.32%
4AMERICAN CENTY ETF TR025072885346,472$33.6M4.93%
5SPDR S&P 500 ETF TRSPY47,209$27.7M4.06%
6APPLE INCAAPL110,171$27.6M4.05%
7VANGUARD SCOTTSDALE FDS92206C706428,627$24.9M3.65%
8ISHARES TR46435G326291,283$18.8M2.76%
9ISHARES TR46432F842190,145$13.4M1.96%
10ISHARES INC46434G103233,693$12.2M1.79%
11AMERICAN CENTY ETF TR025072604195,556$11.5M1.69%
12NVIDIA CORPORATIONNVDA76,544$10.3M1.51%
13ISHARES TR464289867162,434$9.3M1.37%
14VANGUARD WORLD FD92191084069,465$8.7M1.27%
15MICROSOFT CORPMSFT20,333$8.6M1.26%
16AMERICAN CENTY ETF TR025072372181,162$8.4M1.23%
17AMAZON COM INCAMZN32,754$7.2M1.05%
18ISHARES GOLD TRIAU143,729$7.1M1.04%
19VANGUARD WORLD FD92191073365,076$6.8M1.00%
20AMERICAN CENTY ETF TR02507287770,369$6.8M1.00%
21VANGUARD INDEX FDS92290876922,557$6.5M0.96%
22VANGUARD INDEX FDS92290836312,043$6.5M0.95%
23ISHARES TR46428765526,389$5.8M0.86%
24ISHARES TR46435G51675,762$5.8M0.85%
25VANGUARD TAX-MANAGED FDS921943858116,478$5.6M0.82%
26NUSHARES ETF TRNU137,420$5.4M0.79%
27ISHARES TR46428746569,869$5.3M0.78%
28ISHARES TR46428750778,411$4.9M0.72%
29ISHARES TR46434V46424,810$4.8M0.71%
30ALPHABET INCGOOG24,478$4.7M0.68%
31ALPHABET INCGOOG23,959$4.5M0.67%
32PROCTER AND GAMBLE CO74271810926,676$4.5M0.66%
33NUSHARES ETF TRNU106,325$4.5M0.65%
34ISHARES TR46436E56994,956$4.3M0.63%
35ISHARES TR46428841436,548$3.9M0.57%
36ISHARES TR46428825730,860$3.6M0.53%
37BROADCOM INCAVGO15,055$3.5M0.51%
38LILLY ELI & COLLY3,631$2.8M0.41%
39META PLATFORMS INCMETA4,783$2.8M0.41%
40JPMORGAN CHASE & COVYLD11,390$2.7M0.40%
41WALKER & DUNLOP INCWD28,077$2.7M0.40%
42VANGUARD INTL EQUITY INDEX F92204285858,438$2.6M0.38%
43PEPSICO INCPEP15,334$2.3M0.34%
44ISHARES TR46428723455,526$2.3M0.34%
45LINDE PLCLIN5,489$2.3M0.34%
46BERKSHIRE HATHAWAY INC DELBRK-A4,791$2.2M0.32%
47SCHWAB STRATEGIC TR808524805114,514$2.1M0.31%
48ABBVIE INCABBV11,475$2.0M0.30%
49VISA INCV6,325$2.0M0.29%
50COCA COLA COKO30,169$1.9M0.28%
51INVESCO QQQ TRIVZ3,593$1.8M0.27%
52HOME DEPOT INCHD4,605$1.8M0.26%
53MERCK & CO INCMRK17,963$1.8M0.26%
54TAIWAN SEMICONDUCTOR MFG LTD8740391008,961$1.8M0.26%
55ORACLE CORPORCL-PD10,550$1.8M0.26%
56SCHWAB STRATEGIC TR80852410277,300$1.8M0.26%
57DISNEY WALT CO25468710614,824$1.7M0.24%
58TRAVELERS COMPANIES INCTRV6,585$1.6M0.23%
59VANGUARD INTL EQUITY INDEX F92204274213,320$1.6M0.23%
60TESLA INCTSLA3,659$1.5M0.22%
61EXXON MOBIL CORPXOM13,728$1.5M0.22%
62ACCENTURE PLC IRELANDACN4,095$1.4M0.21%
63DELL TECHNOLOGIES INCDELL12,197$1.4M0.21%
64ABBOTT LABSABLZF12,426$1.4M0.21%
65PFIZER INCPFE52,935$1.4M0.21%
66ISHARES TR4642876143,469$1.4M0.20%
67NETFLIX INCNFLX1,562$1.4M0.20%
68SALESFORCE INCCRM4,001$1.3M0.20%
69UNION PAC CORPUNP5,698$1.3M0.19%
70UNITEDHEALTH GROUP INCUNH2,486$1.3M0.18%
71COSTCO WHSL CORP NEW22160K1051,367$1.3M0.18%
72INTEL CORPINTC60,909$1.2M0.18%
73MASTERCARD INCORPORATEDMA2,315$1.2M0.18%
74VANGUARD INDEX FDS9229086116,079$1.2M0.18%
75VANGUARD INDEX FDS9229087514,945$1.2M0.17%
76J P MORGAN EXCHANGE TRADED F46641Q65422,727$1.2M0.17%
77DOVER CORPDOV6,110$1.1M0.17%
78AMERICAN EXPRESS COAXP3,850$1.1M0.17%
79INTUITINTU1,760$1.1M0.16%
80AUTOMATIC DATA PROCESSING INADP3,721$1.1M0.16%
81WALMART INCWMT11,875$1.1M0.16%
82BLACKSTONE INCBX6,196$1.1M0.16%
83ADVANCED MICRO DEVICES INCAMD8,843$1.1M0.16%
84CATERPILLAR INCCAT2,842$1.0M0.15%
85SERVICENOW INCNOW944$1.0M0.15%
86INTERNATIONAL BUSINESS MACHSINTR4,548$999,8110.15%
87ISHARES TR4642886618,632$997,4280.15%
88JOHNSON & JOHNSONJNJ6,749$976,0250.14%
89BOOKING HOLDINGS INCBKNG194$964,2350.14%
90VANGUARD INDEX FDS9229085953,400$952,2040.14%
91APPLIED MATLS INC0382221055,578$907,2520.13%
92GRAINGER W W INC384802104832$877,1250.13%
93LUMEN TECHNOLOGIES INCLUMN165,093$876,6440.13%
94VANGUARD INDEX FDS9229086373,250$876,5250.13%
95SPDR INDEX SHS FDS78463X88925,644$875,2290.13%
96SPDR GOLD TRGLD3,606$873,1210.13%
97QUALCOMM INCQCOM5,663$869,9130.13%
98AT&T INCT-PC37,755$859,7050.13%
99ICICI BANK LIMITEDIBN28,657$855,7060.13%
100DANAHER CORPORATION2358511023,713$852,3910.13%
101GOLDMAN SACHS GROUP INCGSCE1,471$842,3210.12%
102TJX COS INC NEW8725401096,926$836,7590.12%
103MORGAN STANLEYMS-PQ6,591$828,6540.12%
104PNC FINL SVCS GROUP INC6934751054,231$815,8990.12%
105INTUITIVE SURGICAL INCISRG1,556$812,1750.12%
106ISHARES TR4642875984,358$806,7970.12%
107LAM RESEARCH CORPLRCX11,111$802,5570.12%
108NOVO-NORDISK A SNONOF9,296$799,6710.12%
109VERIZON COMMUNICATIONS INCVZ19,924$796,7420.12%
110LOCKHEED MARTIN CORPLMT1,588$771,6890.11%
111FISERV INCFISV3,737$767,6580.11%
112WABTEC9297401084,044$766,6270.11%
113DEERE & CODE1,785$756,7690.11%
114AGILENT TECHNOLOGIES INCA5,343$717,7440.11%
115CHEVRON CORP NEWCVX4,951$717,0990.11%
116VANGUARD SPECIALIZED FUNDS9219088443,660$716,7630.11%
117S&P GLOBAL INCSPGI1,420$707,4200.10%
118BOSTON SCIENTIFIC CORPBSX7,920$707,4200.10%
119NOVARTIS AGNVSEF7,169$697,6090.10%
120T-MOBILE US INCTMUSZ3,158$697,0870.10%
121BALL CORPBALL12,416$684,4940.10%
122ISHARES TR46435U66316,173$680,0750.10%
123THERMO FISHER SCIENTIFIC INCTMO1,287$669,2790.10%
124HONEYWELL INTL INC4385161062,915$658,3630.10%
125VANGUARD INDEX FDS9229086292,435$643,0460.09%
126ENTERPRISE PRODS PARTNERS L29379210720,497$642,7730.09%
127SPDR S&P MIDCAP 400 ETF TRMDY1,118$636,7910.09%
128WIPRO LTDWIT179,083$633,9520.09%
129BROADSTONE NET LEASE INCBNL39,942$633,4800.09%
130ISHARES TR4642872266,386$618,8030.09%
131AMGEN INCAMGN2,371$618,1120.09%
132ISHARES TR46434V26619,131$617,5480.09%
133UBER TECHNOLOGIES INCUBER10,132$611,1350.09%
134HSBC HLDGS PLCHBCYF12,271$606,9260.09%
135ASML HOLDING N VASMLF864$598,3100.09%
136RELIANCE STEEL & ALUMINUM CORS2,215$596,2940.09%
137CHIPOTLE MEXICAN GRILL INCCMG9,615$579,7830.09%
138ALLSTATE CORPALL-PJ2,966$571,7490.08%
139ISHARES TR4642878044,935$568,6110.08%
140BANCOLOMBIA S A05968L10217,932$565,0410.08%
141CHUBB LIMITEDCB2,043$564,4800.08%
142ARISTA NETWORKS INCANET5,087$562,2920.08%
143CITIGROUP INCC-PR7,938$558,7550.08%
144GILEAD SCIENCES INCGILD6,048$558,6600.08%
145VANGUARD INDEX FDS9229086522,854$542,2030.08%
146BRISTOL-MYERS SQUIBB COCELG-RI9,540$539,5800.08%
147PHILIP MORRIS INTL INC7181721094,474$538,3940.08%
148LOWES COS INC5486611072,167$534,9270.08%
149RELX PLCRLXXF11,768$534,4920.08%
150ADOBE SYSTEMS INCORPORATEDADBE1,195$531,3940.08%
151BANK NEW YORK MELLON CORP0640581006,877$528,3600.08%
152MICROVISION INC DELMVIS400,000$524,0000.08%
153HDFC BANK LTDHDB8,195$523,3290.08%
154VANGUARD WHITEHALL FDS9219464064,094$522,3540.08%
155MOODYS CORPMCO1,100$520,6640.08%
156CME GROUP INCCME2,226$517,0990.08%
157STRYKER CORPORATIONSYK1,431$515,2230.08%
158SYSCO CORPSYY6,733$514,8040.08%
159AMERICAN INTL GROUP INC0268747847,062$514,1040.08%
160PROGRESSIVE CORP7433151032,119$507,6780.07%
161GENERAL ELECTRIC CO3696043013,042$507,3750.07%
162AUTODESK INCADSK1,710$505,4240.07%
163CHROMADEX CORPNAGE93,847$497,8580.07%
164DIGITALOCEAN HLDGS INCDOCN14,556$495,9230.07%
165COLGATE PALMOLIVE COCL5,420$492,7630.07%
166ISHARES TR4642871503,808$489,7820.07%
167PACCAR INCPCAR4,663$485,0670.07%
168NEXTERA ENERGY INCNEE-PW6,731$482,5380.07%
169TRUIST FINL CORP89832Q10911,047$479,2190.07%
170SCHWAB CHARLES CORPSCHW-PJ6,401$473,7540.07%
171SPROTT PHYSICAL GOLD TRSII23,327$469,8050.07%
172ASE TECHNOLOGY HLDG CO LTDASX46,473$467,9830.07%
173INFOSYS LTDINFY20,989$460,0740.07%
174INVESCO EXCHANGE TRADED FD TIVZ2,590$453,9240.07%
175ILLINOIS TOOL WKS INC4523081091,789$453,6320.07%
176STERLING INFRASTRUCTURE INCSTRL2,690$453,1300.07%
177ISHARES TR4642876221,406$452,9570.07%
178SPDR SER TR78464A7633,424$452,3670.07%
179UNILEVER PLCUNLYF7,971$451,9560.07%
180NOMURA HLDGS INCNRSCF77,033$446,0210.07%
181EQUINIX INCEQIX473$445,8510.07%
182SYNOPSYS INCSNPS865$419,8350.06%
183CBRE GROUP INCCBRE3,196$419,6030.06%
184MCDONALDS CORPMCD1,446$419,1030.06%
185HONDA MOTOR LTDHNDAF14,639$417,9500.06%
186COPART INCCPRT7,277$417,6250.06%
187AMERICAN TOWER CORP NEW03027X1002,236$410,1640.06%
188CISCO SYS INCCSCO6,872$406,8200.06%
189UNITED RENTALS INCURI562$395,8960.06%
190RAYTHEON TECHNOLOGIES CORPRTX3,399$393,3320.06%
191OTIS WORLDWIDE CORPOTIS4,193$388,2860.06%
192SCHWAB STRATEGIC TR80852420116,712$387,3780.06%
193VULCAN MATLS CO9291601091,487$382,6110.06%
194CARRIER GLOBAL CORPORATIONCARR5,595$381,9130.06%
195MOTOROLA SOLUTIONS INCMSI811$374,8670.06%
196RPM INTL INC7496851033,039$373,9610.05%
197GENERAL MLS INC3703341045,821$371,1790.05%
198BROADRIDGE FINL SOLUTIONS IN11133T1031,634$369,5280.05%
199CADENCE DESIGN SYSTEM INCCDNS1,229$369,2650.05%
200SELECT SECTOR SPDR TR81369Y8031,583$368,1070.05%
201SHERWIN WILLIAMS COSHW1,078$366,3490.05%
202QUANTA SVCS INC74762E1021,157$365,6690.05%
203WELLTOWER INCWELL2,893$364,6020.05%
204MICRON TECHNOLOGY INCMU4,305$362,2620.05%
205SPDR DOW JONES INDL AVERAGE78467X109845$359,5480.05%
206PTC INCPTC1,953$359,0980.05%
207US BANCORP DELUSB-PS7,401$353,9590.05%
208HCA HEALTHCARE INCHCA1,166$349,9780.05%
209CONSTELLATION BRANDS INCSTZ1,563$345,4690.05%
210MERCADOLIBRE INCMELI202$343,4790.05%
211CINTAS CORPCTAS1,871$341,7840.05%
212COGNIZANT TECHNOLOGY SOLUTIOCTSH4,415$339,5430.05%
213VANGUARD WORLD FDS92204A3062,789$338,3330.05%
214SCHWAB STRATEGIC TR80852470612,676$337,5460.05%
215ISHARES TR4642886386,500$334,8150.05%
216KT CORPKT21,528$334,1090.05%
217BP PLCBPPFF11,255$332,7150.05%
218MEDTRONIC PLCMDT4,142$330,8810.05%
219ONEOK INC NEWOKE3,268$328,1080.05%
220INTERCONTINENTAL EXCHANGE IN45866F1042,196$327,2290.05%
221CORE LABORATORIES INC21874A10623,121$324,8500.05%
222GARTNER INCIT660$319,7470.05%
223XYLEM INCXYL2,746$318,6260.05%
224PROLOGIS INC.PLDGP2,991$316,1870.05%
225SAP SESAPGF1,261$310,4720.05%
226INVESCO EXCH TRADED FD TR IIIVZ4,393$307,5320.05%
227PENTAIR PLCPNR3,053$307,2530.05%
228SONY GROUP CORPORATIONSNEJF14,258$301,7010.04%
229SCHWAB STRATEGIC TR80852460711,639$301,0130.04%
230DUPONT DE NEMOURS INCDD3,924$299,2050.04%
231F N B CORP30252010120,165$298,0450.04%
232THE CIGNA GROUP1255231001,078$297,8530.04%
233VERISK ANALYTICS INCVRSK1,076$296,4620.04%
234ROCKWELL AUTOMATION INCROK1,029$294,0080.04%
235ISHARES TR46429B6973,292$292,2970.04%
236PALO ALTO NETWORKS INCPANW1,605$292,0450.04%
237IRON MTN INC DEL46284V1012,723$286,2240.04%
238PRUDENTIAL FINL INCPUKPF2,411$285,7760.04%
239ISHARES INC46434G8638,527$284,7170.04%
240BECTON DICKINSON & COBDX1,232$279,4100.04%
241BANCO BILBAO VIZCAYA ARGENTABBVXF28,649$278,4690.04%
242PAYCHEX INCPAYX1,956$274,2840.04%
243ANALOG DEVICES INCADI1,288$273,6530.04%
244VANGUARD INDEX FDS922908736666$273,3530.04%
245CONAGRA BRANDS INCCAG9,826$272,6650.04%
246SUMITOMO MITSUI FINL GROUP I86562M20918,815$272,6300.04%
247U HAUL HOLDING COMPANYUHAL-B4,204$269,2660.04%
248SHOPIFY INCSHOP2,531$269,0810.04%
249ALTRIA GROUP INCMO5,145$269,0080.04%
250WOORI FINL GROUP INC9810641088,578$268,0720.04%
251COUPANG INCCPNG12,156$267,1890.04%
252KELLOGG COBEKE3,275$265,1770.04%
253ABRDN SILVER ETF TRUSTSIVR9,600$264,6720.04%
254VANGUARD WORLD FDS92204A702424$263,6430.04%
255LOEWS CORPL3,095$262,1160.04%
256ELEVANCE HEALTH INCELV709$261,5770.04%
257TRANE TECHNOLOGIES PLCTT702$259,3120.04%
258CHUNGHWA TELECOM CO LTDCHT6,857$258,1660.04%
259GE VERNOVA INCGEV784$257,8820.04%
260MPLX LPMPLXP5,376$257,2980.04%
261CHECK POINT SOFTWARE TECH LTM224651041,357$253,3510.04%
262SIMON PPTY GROUP INC NEW8288061091,467$252,6630.04%
263ISHARES INC4642865252,302$251,3780.04%
264BANK AMERICA CORP0605051045,707$250,8300.04%
265MONDELEZ INTL INC6092071054,172$249,2040.04%
266DIGITAL RLTY TR INC2538681031,393$247,0320.04%
267TAKEDA PHARMACEUTICAL CO LTDTKPHF18,626$246,6100.04%
268KLA CORPKLAC387$243,8520.04%
269CONOCOPHILLIPSCOP2,400$237,9730.03%
270BLACKROCK INCBLK231$236,8150.03%
271FLEXSHARES TRFLEX1,407$236,4340.03%
272MARSH & MCLENNAN COS INC5717481021,093$232,2110.03%
273FERGUSON PLC NEWFERG1,337$232,0420.03%
274KEURIG DR PEPPER INCKDP7,197$231,1780.03%
275STEEL DYNAMICS INCSTLD2,024$230,8770.03%
276JD.COM INCJDCMF6,659$230,8680.03%
277VALMONT INDS INC920253101750$230,0020.03%
278WELLS FARGO CO NEW9497461013,268$229,5240.03%
279COLUMBIA BKG SYS INC1972361028,489$229,2880.03%
280WASTE CONNECTIONS INCWCN1,320$226,4840.03%
281IQVIA HLDGS INCIQV1,147$225,3990.03%
282V F CORPVFC10,452$224,3000.03%
283PIEDMONT OFFICE REALTY TR INPDM24,272$222,0890.03%
284YANDEX N VNBIS7,972$220,8240.03%
285JOHNSON CTLS INTL PLCG515021052,751$217,1270.03%
286NXP SEMICONDUCTORS N VNXPI1,044$216,9920.03%
287METLIFE INCMET-PF2,631$215,4360.03%
288LIVE NATION ENTERTAINMENT INLYV1,651$213,8040.03%
289DIMENSIONAL ETF TRUST25434V5003,282$213,5930.03%
290CUMMINS INCCMI607$211,6120.03%
291HUBBELL INCHUBB497$208,2850.03%
292DIAGEO PLCDGEAF1,627$206,7880.03%
293HERSHEY COHSY1,214$205,5700.03%
294VANGUARD SCOTTSDALE FDS92206C6642,301$205,5440.03%
295PHILLIPS 66PSX1,799$205,0060.03%
296CHENIERE ENERGY INCLNG953$204,7700.03%
297WORKDAY INCWDAY776$200,2250.03%
298VANGUARD SCOTTSDALE FDS92206C599771$200,1460.03%
299TELEFONICA BRASIL SAVIV22,212$167,7000.02%
300GERDAU SAGGB49,044$141,2450.02%
301TELEFONICA S ATELFY34,011$136,7240.02%
302LLOYDS BANKING GROUP PLCLLOBF41,939$114,0730.02%
303BANCO SANTANDER S.A.BCDRF19,986$91,1350.01%
304NIO INCNIOIF20,423$89,0430.01%
305UNITED MICROELECTRONICS CORPUMC13,068$84,8110.01%
306NOKIA CORPNOKBF16,097$71,3100.01%
307BANCO BRADESCO S A05946040223,682$42,3890.01%
308AMBEV SAABEV16,088$29,7630.00%