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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 HOLDINGS REPORT

Fiduciary Group LLC

Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001645890-24-000006

Total Value
$987.3M
Positions
273
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (273)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL222,534$51.9M5.25%
2MICROSOFT CORPMSFT94,602$40.7M4.12%
3VANGUARD INDEX FDS92290836375,099$39.6M4.01%
4ISHARES TR464287457434,269$36.1M3.66%
5ALPHABET INCGOOG169,381$28.3M2.87%
6BERKSHIRE HATHAWAY INC DELBRK-A55,432$25.5M2.58%
7MOODYS CORPMCO47,084$22.3M2.26%
8ISHARES TR464288646406,562$21.4M2.17%
9VANGUARD TAX-MANAGED FDS921943858402,726$21.3M2.15%
10JPMORGAN CHASE & CO.VYLD94,621$20.0M2.02%
11AMAZON COM INCAMZN104,391$19.5M1.97%
12WALMART INCWMT198,054$16.0M1.62%
13JOHNSON & JOHNSONJNJ91,890$14.9M1.51%
14HOME DEPOT INCHD36,056$14.6M1.48%
15PALO ALTO NETWORKS INCPANW42,000$14.4M1.45%
16UNION PAC CORPUNP56,093$13.8M1.40%
17PEPSICO INCPEP76,157$13.0M1.31%
18ISHARES TR464287804106,461$12.5M1.26%
19VISA INCV44,653$12.3M1.24%
20INTUITIVE SURGICAL INCISRG23,044$11.3M1.15%
21VANGUARD INDEX FDS92290865259,664$10.9M1.10%
22RTX CORPORATIONRTX86,100$10.4M1.06%
23ISHARES TR464287226102,382$10.4M1.05%
24AMGEN INCAMGN31,975$10.3M1.04%
25DISNEY WALT CO254687106105,033$10.1M1.02%
26ALPHABET INCGOOG59,762$9.9M1.00%
27SELECT SECTOR SPDR TR81369Y506110,894$9.7M0.99%
28SOUTHERN COSOMN102,534$9.2M0.94%
29COMCAST CORP NEWCCZ218,729$9.1M0.93%
30META PLATFORMS INCMETA15,762$9.0M0.91%
31MASTERCARD INCORPORATEDMA17,808$8.8M0.89%
32AMERICAN TOWER CORP NEW03027X10036,937$8.6M0.87%
33COCA COLA COKO115,617$8.3M0.84%
34ISHARES TR464287507128,141$8.0M0.81%
35STARBUCKS CORPSBUX80,800$7.9M0.80%
36ORACLE CORPORCL-PD46,184$7.9M0.80%
37AON PLCAON22,509$7.8M0.79%
38PROCTER AND GAMBLE CO74271810944,339$7.7M0.78%
39PGIM ETF TR69344A834146,044$7.5M0.76%
40BLACKSTONE INCBX46,346$7.1M0.72%
41COSTCO WHSL CORP NEW22160K1057,835$6.9M0.70%
42VANGUARD INTL EQUITY INDEX F922042858136,228$6.5M0.66%
43ELI LILLY & COLLY7,222$6.4M0.65%
44WISDOMTREE TRWT76,836$6.4M0.65%
45ELECTRONIC ARTS INCEA43,718$6.3M0.64%
46EXXON MOBIL CORPXOM53,154$6.2M0.63%
47HONEYWELL INTL INC43851610630,126$6.2M0.63%
48BECTON DICKINSON & COBDX24,864$6.0M0.61%
49VERIZON COMMUNICATIONS INCVZ132,209$5.9M0.60%
50TEXAS INSTRS INC88250810428,521$5.9M0.60%
51AMERICAN EXPRESS COAXP21,456$5.8M0.59%
52DANAHER CORPORATION23585110220,601$5.7M0.58%
53NVIDIA CORPORATIONNVDA42,084$5.1M0.52%
54ISHARES TR4642872008,842$5.1M0.52%
55ABBVIE INCABBV24,187$4.8M0.48%
56SPDR SER TR78468R101160,155$4.7M0.48%
57ISHARES TR46432F85995,928$4.7M0.47%
58ISHARES TR46432F84259,363$4.6M0.47%
59SELECT SECTOR SPDR TR81369Y20928,379$4.4M0.44%
60NIKE INCNKE48,636$4.3M0.44%
61BANK AMERICA CORP060505104106,832$4.2M0.43%
62VANGUARD STAR FDS92190976864,905$4.2M0.43%
63SIMON PPTY GROUP INC NEW82880610924,714$4.2M0.42%
64CISCO SYS INCCSCO77,057$4.1M0.42%
65MARRIOTT INTL INC NEW57190320216,421$4.1M0.41%
66SELECT SECTOR SPDR TR81369Y80317,863$4.0M0.41%
67VANGUARD SCOTTSDALE FDS92206C40950,717$4.0M0.41%
68VANGUARD INDEX FDS92290876913,542$3.8M0.39%
69SELECT SECTOR SPDR TR81369Y88647,390$3.8M0.39%
70VANGUARD WHITEHALL FDS92194640629,769$3.8M0.39%
71AUTOMATIC DATA PROCESSING INADP13,699$3.8M0.38%
72ASTRAZENECA PLCAZN46,995$3.7M0.37%
73DOW INCDOW63,184$3.5M0.35%
74ISHARES TR46428943815,613$3.4M0.35%
75AIR PRODS & CHEMS INCAIIR11,263$3.4M0.34%
76INVESCO EXCHANGE TRADED FD TIVZ18,010$3.2M0.33%
77ILLINOIS TOOL WKS INC45230810912,296$3.2M0.33%
78CLOROX CO DELCLX19,439$3.2M0.32%
79SCHWAB CHARLES CORPSCHW-PJ47,991$3.1M0.32%
80EQUINIX INCEQIX3,491$3.1M0.31%
81MARKEL GROUP INCMKL1,972$3.1M0.31%
82VANGUARD BD INDEX FDS92193782738,801$3.1M0.31%
83AT&T INCT-PC133,589$2.9M0.30%
84VANGUARD WHITEHALL FDS92194679437,463$2.8M0.28%
85EATON CORP PLCETN8,274$2.7M0.28%
86BLACKROCK INCBLK2,856$2.7M0.27%
87AFLAC INCAFL24,045$2.7M0.27%
88MCDONALDS CORPMCD8,615$2.6M0.27%
89HARBOR ETF TRUST41151J88589,648$2.6M0.26%
90MERCK & CO INCMRK22,589$2.6M0.26%
91PFIZER INCPFE86,190$2.5M0.25%
92CHEVRON CORP NEWCVX16,155$2.4M0.24%
93LOWES COS INC5486611078,731$2.4M0.24%
94ADOBE INCADBE4,445$2.3M0.23%
95NORFOLK SOUTHN CORP6558441089,256$2.3M0.23%
96SELECT SECTOR SPDR TR81369Y70416,738$2.3M0.23%
97SELECT SECTOR SPDR TR81369Y40711,034$2.2M0.22%
98UNITEDHEALTH GROUP INCUNH3,701$2.2M0.22%
99KENVUE INCKVUE93,021$2.2M0.22%
100GENERAL DYNAMICS CORPGD6,868$2.1M0.21%
101ISHARES INC46434G10334,497$2.0M0.20%
102SALESFORCE INCCRM6,794$1.9M0.19%
103ACCENTURE PLC IRELANDACN5,254$1.9M0.19%
104TJX COS INC NEW87254010915,755$1.9M0.19%
105ABBOTT LABSABLZF16,096$1.8M0.19%
106INTERNATIONAL BUSINESS MACHSINTR8,230$1.8M0.18%
107CUMMINS INCCMI5,429$1.8M0.18%
108QUALCOMM INCQCOM9,809$1.7M0.17%
109ROPER TECHNOLOGIES INCROP2,979$1.7M0.17%
110SCHWAB STRATEGIC TR80852410223,776$1.6M0.16%
111ISHARES TR46434V62124,954$1.6M0.16%
112ACUITY BRANDS INCAYI5,640$1.6M0.16%
113SELECT SECTOR SPDR TR81369Y85217,004$1.5M0.16%
114DEERE & CODE3,631$1.5M0.15%
115UNITED PARCEL SERVICE INCUPS11,097$1.5M0.15%
116LOCKHEED MARTIN CORPLMT2,540$1.5M0.15%
117T-MOBILE US INCTMUSZ7,124$1.5M0.15%
118WELLS FARGO CO NEW94974610125,690$1.5M0.15%
119CSX CORPCSX41,648$1.4M0.15%
120FEDEX CORPFDX5,192$1.4M0.14%
121STRYKER CORPORATIONSYK3,921$1.4M0.14%
122SELECT SECTOR SPDR TR81369Y10014,622$1.4M0.14%
123BERKSHIRE HATHAWAY INC DELBRK-A2$1.4M0.14%
124HEICO CORP NEWHEI-A6,657$1.4M0.14%
125ISHARES TR46429B66311,474$1.3M0.14%
126US BANCORP DELUSB-PS29,086$1.3M0.13%
127PHILIP MORRIS INTL INC71817210910,934$1.3M0.13%
128SELECT SECTOR SPDR TR81369Y60528,468$1.3M0.13%
129SPDR S&P 500 ETF TRSPY2,207$1.3M0.13%
130THE CIGNA GROUP1255231003,625$1.3M0.13%
131BRISTOL-MYERS SQUIBB COCELG-RI23,745$1.2M0.12%
132CHUBB LIMITEDCB4,214$1.2M0.12%
133ISHARES TR4642871014,285$1.2M0.12%
134BROADCOM INCAVGO6,810$1.2M0.12%
135GE AEROSPACE3696043016,203$1.2M0.12%
136MONDELEZ INTL INC60920710515,637$1.2M0.12%
137KKR & CO INCKKRT8,700$1.1M0.12%
138SELECT SECTOR SPDR TR81369Y30813,061$1.1M0.11%
139DOMINOS PIZZA INCDPZ2,520$1.1M0.11%
140FASTENAL COFAST15,172$1.1M0.11%
141INVESCO QQQ TRIVZ2,195$1.1M0.11%
142BLACKSTONE SECD LENDING FDBX36,489$1.1M0.11%
143GLOBAL X FDS37954Y48358,139$1.0M0.11%
144EQUIFAX INCEFX3,531$1.0M0.11%
145PHILLIPS 66PSX7,782$1.0M0.10%
146VANGUARD SPECIALIZED FUNDS9219088445,046$999,4110.10%
147SPDR SER TR78468R85321,699$987,5210.10%
148EMERSON ELEC COEMR8,962$980,1740.10%
149BLACKSTONE MTG TR INCBX50,919$967,9700.10%
150ANALOG DEVICES INCADI4,116$947,3800.10%
151VANGUARD WORLD FD92204A3067,621$933,3440.09%
152MCKESSON CORPMCK1,881$930,0040.09%
153COLGATE PALMOLIVE COCL8,698$902,9390.09%
154GENUINE PARTS COGPC6,464$902,8920.09%
155MEDTRONIC PLCMDT9,985$898,9500.09%
156APOLLO GLOBAL MGMT INC03769M1067,124$889,8590.09%
157AMPHENOL CORP NEW03209510113,597$885,9810.09%
158SELECT SECTOR SPDR TR81369Y86019,714$880,6040.09%
159DUKE ENERGY CORP NEWDUKB7,546$870,0540.09%
160IRON MTN INC DEL46284V1017,250$861,5180.09%
161CATERPILLAR INCCAT2,196$858,7120.09%
162NORTHERN TR CORPNTRSO9,437$849,5720.09%
163GRAINGER W W INC384802104785$815,9120.08%
164ISHARES TR46429B6978,579$783,3480.08%
165CARRIER GLOBAL CORPORATIONCARR9,573$770,5310.08%
166SERVICENOW INCNOW851$761,1260.08%
167BOEING COBA-PA4,928$749,2530.08%
168PROGRESSIVE CORP7433151032,864$726,7690.07%
169JOHNSON CTLS INTL PLCG515021059,308$722,3940.07%
170NEXTERA ENERGY INCNEE-PW8,388$709,0380.07%
171DUPONT DE NEMOURS INCDD7,821$696,9290.07%
172ALTRIA GROUP INCMO13,575$692,8680.07%
173VANGUARD INDEX FDS9229087361,719$659,8050.07%
174ENERGY TRANSFER L PET-PI40,278$646,4620.07%
175PAYCHEX INCPAYX4,762$639,0130.06%
176GENERAL MLS INC3703341048,556$631,8610.06%
177EQUITY RESIDENTIALEQR8,447$628,9640.06%
178ENTERPRISE PRODS PARTNERS L29379210721,604$628,8950.06%
179TRANE TECHNOLOGIES PLCTT1,553$603,6980.06%
180TRUIST FINL CORP89832Q10913,848$592,2790.06%
181ISHARES TR4642871684,264$575,9060.06%
182CONOCOPHILLIPSCOP5,345$562,6790.06%
183HENRY SCHEIN INCHSIC7,712$562,2050.06%
184INTEL CORPINTC23,904$560,7900.06%
185FIDELITY COVINGTON TRUST31609A40418,193$550,8960.06%
1863M COMMM3,983$544,4760.06%
187FLOOR & DECOR HLDGS INCFND4,265$529,5850.05%
188SPDR SER TR78468R79611,151$526,8850.05%
189WISDOMTREE TRWT6,606$519,0060.05%
190PUBLIC SVC ENTERPRISE GRP IN7445731065,779$515,5450.05%
191REGIONS FINANCIAL CORP NEWRF-PF21,924$511,4870.05%
192DOMINION ENERGY INCD8,726$504,2760.05%
193ISHARES TR46428844816,486$498,3690.05%
194PROLOGIS INC.PLDGP3,868$488,4510.05%
195ALPS ETF TR00162Q45210,350$487,7960.05%
196SEAGATE TECHNOLOGY HLDNGS PLSE4,400$481,9320.05%
197S&P GLOBAL INCSPGI929$479,9400.05%
198VANGUARD INDEX FDS9229087442,747$479,5140.05%
199MICRON TECHNOLOGY INCMU4,528$469,5990.05%
200SPDR SER TR78464A5088,494$448,9890.05%
201ARES CAPITAL CORPARCC21,351$447,0900.05%
202ISHARES TR4642874655,343$446,8080.05%
203ASML HOLDING N VASMLF531$442,4560.04%
204OTIS WORLDWIDE CORPOTIS4,086$424,6990.04%
205VANGUARD INDEX FDS9229086371,599$421,0010.04%
206STARWOOD PPTY TR INCSTHO20,531$418,4220.04%
207NORTHROP GRUMMAN CORPNOC769$406,0860.04%
208DIAGEO PLCDGEAF2,890$405,5830.04%
209ADVANCED MICRO DEVICES INCAMD2,442$400,6830.04%
210ISHARES TR4642876551,796$396,7340.04%
211SPDR SER TR78464A4094,777$396,1830.04%
212BAXTER INTL INC07181310910,230$388,4330.04%
213GE VERNOVA INCGEV1,521$387,8250.04%
214BOOKING HOLDINGS INCBKNG92$387,5150.04%
215ISHARES TR4642874994,368$384,9960.04%
216ONEOK INC NEWOKE4,200$382,7460.04%
217TRAVELERS COMPANIES INCTRV1,633$382,3180.04%
218SPDR SER TR78464A47412,590$381,2250.04%
219AMERICAN INTL GROUP INC0268747845,140$376,4020.04%
220EXTRA SPACE STORAGE INCEXR2,082$375,1560.04%
221CARLYLE GROUP INCCGABL8,500$366,0100.04%
222INTERNATIONAL PAPER CO4601461037,269$355,0910.04%
223FEDERAL RLTY INVT TR NEW3137451013,075$353,5330.04%
224KINDER MORGAN INC DELEP-PC15,643$345,5590.03%
225LINDE PLCLIN724$345,2470.03%
226ENBRIDGE INCENNPF8,494$344,9410.03%
227PNC FINL SVCS GROUP INC6934751051,820$336,4270.03%
228VANGUARD INTL EQUITY INDEX F9220427422,783$333,1250.03%
229KIMBERLY-CLARK CORPKMB2,324$330,6590.03%
230SCHWAB STRATEGIC TR8085248057,865$323,4090.03%
231UNILEVER PLCUNLYF4,884$317,2650.03%
232BANK NEW YORK MELLON CORP0640581004,267$306,6270.03%
233ALLSTATE CORPALL-PJ1,616$306,4740.03%
234INGERSOLL RAND INCIR3,099$304,1980.03%
235TORONTO DOMINION BK ONTTORO4,644$293,7860.03%
236GOLDMAN SACHS GROUP INCGSCE593$293,6000.03%
237BLUE OWL CAPITAL CORPORATIONOWL20,061$292,2890.03%
238BLACKROCK MULTI SECTOR INC TBLK19,190$291,6880.03%
239MONROE CAP CORPMRCC35,000$282,8000.03%
240PRUDENTIAL FINL INCPUKPF2,326$281,6790.03%
241L3HARRIS TECHNOLOGIES INCLHX1,180$280,6870.03%
242COSTAR GROUP INCCSGP3,696$278,8260.03%
243SHERWIN WILLIAMS COSHW728$277,8560.03%
244ARES MANAGEMENT CORPORATIONARES-PB1,765$275,0580.03%
245ROYAL BK CDA7800871022,158$269,1140.03%
246CORNING INCGLW5,686$256,7230.03%
247BLACK STONE MINERALS L PBSMLP16,967$256,2020.03%
248MAIN STR CAP CORP56035L1045,103$255,8780.03%
249CVS HEALTH CORPCVS3,989$250,8280.03%
250SPDR SER TR78464A7631,738$246,8730.03%
251AMERICAN ELEC PWR CO INC0255371012,399$246,1370.02%
252MARATHON PETE CORPMARA1,506$245,3420.02%
253CORTEVA INCCTVA4,130$242,8030.02%
254ISHARES TR464287614641$240,6190.02%
255ISHARES TR4642874081,210$238,5860.02%
256PPG INDS INC6935061071,787$236,7060.02%
257WISDOMTREE TRWT6,740$232,4630.02%
258GARMIN LTDGRMN1,300$228,8390.02%
259ALLIANCEBERNSTEIN HLDG L P01881G1066,465$225,5640.02%
260NEOS ETF TRUST78433H5014,472$222,7110.02%
261DIGITAL RLTY TR INC2538681031,375$222,5160.02%
262YUM BRANDS INCYUM1,584$221,3010.02%
263LYONDELLBASELL INDUSTRIES NLYB2,284$219,0010.02%
264CELANESE CORP DELCE1,601$217,6720.02%
265WASTE MGMT INC DEL94106L1091,047$217,3200.02%
266SHELL PLCRYDAF3,286$216,7120.02%
267FISERV INCFISV1,178$211,6280.02%
268XYLEM INCXYL1,549$209,1610.02%
269FIDELITY COVINGTON TRUST3160921136,454$207,0960.02%
270ISHARES TR4642876632,100$200,5290.02%
271RIVERNORTH DOUBLELINE STRATEOPP-PC13,000$117,9750.01%
272CBRE GBL REAL ESTATE INC FD12504G10014,980$98,4190.01%
273NUVEEN CR STRATEGIES INCOMENU13,900$80,4810.01%