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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

Quadrant Private Wealth Management, LLC

Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001725547-23-000229

Total Value
$345.3M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL149,463$29.0M8.40%
2READY CAPITAL CORPRC-PE1,330,702$15.4M4.45%
3BLACKSTONE SECD LENDING FDBX492,243$13.8M4.00%
4NVIDIA CORPORATIONNVDA24,620$10.4M3.02%
5ORACLE CORPORCL-PD79,604$9.5M2.75%
6AMAZON COM INCAMZN60,917$7.9M2.30%
7SPDR S&P 500 ETF TRSPY14,976$6.7M1.93%
8SPDR SER TR78464A854108,103$5.6M1.63%
9META PLATFORMS INCMETA19,394$5.6M1.61%
10MICROSOFT CORPMSFT16,336$5.6M1.61%
11PNC FINL SVCS GROUP INC69347510542,914$5.4M1.57%
12ISHARES TR46428715054,649$5.3M1.55%
13ALPHABET INCGOOG42,812$5.2M1.50%
14FOCUS FINL PARTNERS INC34417P10095,718$5.0M1.46%
15EXXON MOBIL CORPXOM42,719$4.6M1.33%
16JOHNSON & JOHNSONJNJ27,458$4.5M1.32%
17ABBVIE INCABBV31,792$4.3M1.24%
18AIR PRODS & CHEMS INCAIIR13,030$3.9M1.14%
19NETFLIX INCNFLX8,701$3.8M1.11%
20ISHARES TR4642872007,904$3.5M1.02%
21GOLDMAN SACHS BDC INCGSBD245,349$3.5M1.02%
22DISNEY WALT CO25468710638,688$3.5M1.00%
23JPMORGAN CHASE & COVYLD23,546$3.4M0.99%
24BOEING COBA-PA15,397$3.3M0.94%
25ISHARES TR46428740820,100$3.2M0.94%
26ABBOTT LABSABLZF29,290$3.2M0.92%
27ISHARES TR46428743230,136$3.1M0.90%
28SALESFORCE INCCRM14,587$3.1M0.89%
29CME GROUP INCCME16,594$3.1M0.89%
30CROSSAMERICA PARTNERS LPCAPL155,573$3.1M0.89%
31INVESCO QQQ TRIVZ8,076$3.0M0.87%
32BERKSHIRE HATHAWAY INC DELBRK-A7,927$2.7M0.78%
33CHEVRON CORP NEWCVX16,969$2.7M0.77%
34VANGUARD INDEX FDS9229087369,323$2.6M0.76%
35QUALCOMM INCQCOM21,683$2.6M0.75%
36ISHARES TR46428770522,290$2.4M0.69%
37STARBUCKS CORPSBUX23,700$2.3M0.68%
38BROADCOM INCAVGO2,614$2.3M0.66%
39DELTA AIR LINES INC DELDAL47,055$2.2M0.65%
40PPL CORPPPLC83,420$2.2M0.65%
41MERCK & CO INCMRK18,696$2.2M0.63%
42VERIZON COMMUNICATIONS INCVZ57,163$2.1M0.62%
43AT&T INCT-PC132,304$2.1M0.61%
44COSTCO WHSL CORP NEW22160K1053,918$2.1M0.61%
45ISHARES TR46428888521,917$2.1M0.61%
46WALMART INCWMT13,212$2.1M0.60%
47ROYAL CARIBBEAN GROUPV7780T10319,853$2.1M0.60%
48INTEL CORPINTC61,228$2.0M0.59%
49ALPHABET INCGOOG17,033$2.0M0.59%
50ISHARES TR46435G42520,834$2.0M0.59%
51ISHARES TR4642876147,264$2.0M0.58%
52PFIZER INCPFE53,987$2.0M0.57%
53ISHARES TR46428887739,919$2.0M0.57%
54WYNN RESORTS LTDWYNN17,061$1.8M0.52%
55VANECK ETF TRUST92189F10654,063$1.6M0.47%
56HOME DEPOT INCHD5,102$1.6M0.46%
57ISHARES TR46428724214,540$1.6M0.46%
58ENTERPRISE PRODS PARTNERS L29379210757,869$1.5M0.44%
59GENERAL ELECTRIC CO36960430113,855$1.5M0.44%
60VISA INCV6,233$1.5M0.43%
61SPROTT PHYSICAL GOLD TRSII98,539$1.5M0.43%
62LOCKHEED MARTIN CORPLMT3,157$1.5M0.42%
63ISHARES TR46432F84220,664$1.4M0.40%
64ISHARES TR46428780413,997$1.4M0.40%
65TESLA INCTSLA5,204$1.4M0.39%
66BRISTOL-MYERS SQUIBB COCELG-RI21,092$1.3M0.39%
67ISHARES TR46429B69717,588$1.3M0.38%
68OCCIDENTAL PETE CORP67459910521,836$1.3M0.37%
69ALIBABA GROUP HLDG LTDBBAAY15,423$1.3M0.37%
70VANGUARD INDEX FDS9229085386,231$1.3M0.37%
71GOLDMAN SACHS MLP ENERGY RENNVGLF81,223$1.3M0.37%
72PROSHARES TR74347X82321,164$1.3M0.37%
73ISHARES TR46428858813,257$1.2M0.36%
74LILLY ELI & COLLY2,495$1.2M0.34%
75JD.COM INCJDCMF33,850$1.2M0.33%
76ISHARES TR46432F3398,524$1.1M0.33%
77ISHARES TR46428772110,535$1.1M0.33%
78BANK AMERICA CORP06050510437,659$1.1M0.31%
79TEXAS CAP BANCSHARES INC88224Q10720,650$1.1M0.31%
80HONEYWELL INTL INC4385161064,770$989,7420.29%
81SPLUNK INC8486371049,325$989,2890.29%
82BLACKROCK INCBLK1,427$986,4190.29%
83FIRST SOLAR INCFSLR5,133$975,7320.28%
84COMCAST CORP NEWCCZ23,269$966,8110.28%
85CITIGROUP INCC-PR20,161$928,1910.27%
86ISHARES TR46436E7188,884$893,9970.26%
87SPDR SER TR78464A14430,951$893,7100.26%
88THERMO FISHER SCIENTIFIC INCTMO1,684$879,2210.25%
89FORD MTR CO DEL34537086057,167$864,9310.25%
90ISHARES TR46434V87817,135$861,8830.25%
91SELECT SECTOR SPDR TR81369Y8034,899$851,6990.25%
92AMGEN INCAMGN3,777$838,6670.24%
93ANTERO RESOURCES CORPAR36,412$838,5680.24%
94PROCTER AND GAMBLE CO7427181095,503$834,9700.24%
95MARSH & MCLENNAN COS INC5717481024,435$834,1350.24%
96VALERO ENERGY CORPVLO6,892$808,4320.23%
97GOLDMAN SACHS GROUP INCGSCE2,495$804,8710.23%
98SOUTHERN COPPER CORPSCCO11,110$797,0310.23%
99COCA COLA COKO12,741$773,1330.22%
100SELECT SECTOR SPDR TR81369Y2095,795$769,2080.22%
101CBOE GLOBAL MKTS INC12503M1085,513$760,8490.22%
102ZOETIS INCZTS4,399$757,6000.22%
103GILEAD SCIENCES INCGILD9,628$742,0300.21%
104AMERICAN EXPRESS COAXP4,046$704,8580.20%
105CISCO SYS INCCSCO13,600$703,6480.20%
106ISHARES TR46434V62113,616$701,6320.20%
107LAS VEGAS SANDS CORPLVS12,062$699,5960.20%
108TORTOISE ENERGY INFRA CORPTYG23,917$694,7890.20%
109PAYPAL HLDGS INCPYPL9,759$651,2180.19%
110SPDR S&P MIDCAP 400 ETF TRMDY1,346$646,8200.19%
111CATERPILLAR INCCAT2,561$630,0830.18%
112DIMENSIONAL ETF TRUST25434V88026,378$614,8710.18%
113DEERE & CODE1,502$610,5720.18%
114DIMENSIONAL ETF TRUST25434V70822,372$607,4000.18%
115SELECT SECTOR SPDR TR81369Y5067,483$607,3950.18%
116RAYTHEON TECHNOLOGIES CORPRTX6,167$604,1010.17%
117WELLS FARGO CO NEW94974610113,975$596,4530.17%
118UNITEDHEALTH GROUP INCUNH1,235$593,5900.17%
119FREEPORT-MCMORAN INCFCX14,583$583,3190.17%
120CHIPOTLE MEXICAN GRILL INCCMG268$573,2520.17%
121ISHARES TR4642882816,406$554,3400.16%
122INTERNATIONAL GAME TECHNOLOGINTR16,825$536,5490.16%
123ISHARES TR4642877703,389$535,4280.16%
124ISHARES TR4642875983,293$519,6840.15%
125BLACKSTONE INCBX5,539$514,9280.15%
126MCDONALDS CORPMCD1,717$512,3530.15%
127ISHARES TR46429B29110,702$504,9200.15%
128AUTOMATIC DATA PROCESSING INADP2,275$502,8660.15%
129CROWN CASTLE INCCCI4,396$500,8800.15%
130LOWES COS INC5486611072,175$490,8980.14%
131SNOWFLAKE INCSNOW2,748$483,5930.14%
132SIRIUS XM HOLDINGS INCSIRI106,108$480,6680.14%
133REGIONS FINANCIAL CORP NEWRF-PF26,454$476,7010.14%
134TRANSDIGM GROUP INCTDG527$471,2280.14%
135J P MORGAN EXCHANGE TRADED F46641Q8379,300$466,3040.14%
136PROSHARES TR74347R1078,000$465,2000.13%
137METTLER TOLEDO INTERNATIONALMTD352$461,6970.13%
138ISHARES TR4642873096,442$454,0320.13%
139PEPSICO INCPEP2,445$452,8920.13%
140BRP GROUP INC05589G10218,100$448,5180.13%
141GENERAL MLS INC3703341045,745$440,6420.13%
142SPDR SER TR78468R78811,883$440,6220.13%
143MARRIOTT INTL INC NEW5719032022,376$436,4290.13%
144ISHARES TR46435G5246,924$429,4260.12%
145ACTIVISION BLIZZARD INC00507V1095,089$428,9610.12%
146FERRARI N VRACE1,315$427,6510.12%
147ISHARES TR4642876891,643$418,2060.12%
148CVS HEALTH CORPCVS6,038$417,3830.12%
149INVESCO EXCH TRADED FD TR IIIVZ9,150$411,3840.12%
150CLEARBRIDGE ENERGY MIDSTRM O18469P20913,757$410,7770.12%
151INTERNATIONAL BUSINESS MACHSINTR3,052$408,3880.12%
152GSK PLCGLAXF10,948$394,0580.11%
153VANGUARD INDEX FDS922908363960$392,5020.11%
154UBER TECHNOLOGIES INCUBER9,042$390,3430.11%
155AUTONATION INCAN2,287$376,4630.11%
156INTUITIVE SURGICAL INCISRG1,100$376,1340.11%
157ISHARES TR4642884143,470$370,3780.11%
158ISHARES TR4642876551,968$368,5470.11%
159JUNIPER NETWORKS INC48203R10411,666$365,4960.11%
160GE HEALTHCARE TECHNOLOGIES IGEHC4,486$364,4430.11%
161SCHWAB CHARLES CORPSCHW-PJ6,379$361,5440.10%
162METLIFE INCMET-PF6,377$360,4920.10%
163ORASURE TECHNOLOGIES INCOSUR71,122$356,3210.10%
164SCHLUMBERGER LTDSLB7,129$351,9760.10%
1653M COMMM3,494$349,7140.10%
166VERISIGN INCVRSN1,537$347,3160.10%
167ADOBE SYSTEMS INCORPORATEDADBE707$345,7160.10%
168ISHARES TR46435U7138,808$344,2250.10%
169SEA LTDSE5,782$335,5870.10%
170VANGUARD INDEX FDS9229087691,505$331,5210.10%
171ISHARES GOLD TRIAU9,097$331,0400.10%
172SELECT SECTOR SPDR TR81369Y3084,461$330,8790.10%
173DICKS SPORTING GOODS INC2533931022,493$329,5610.10%
174CSX CORPCSX9,623$328,1440.10%
175TARGA RES CORPTRGP4,266$324,6430.09%
176SYNCHRONY FINANCIALSYF-PB9,550$323,9360.09%
177ACCENTURE PLC IRELANDACN1,044$322,1580.09%
178FIRST TR EXCHANGE TRADED FD33734X1762,787$320,6160.09%
179WESTERN DIGITAL CORP.WDC8,400$318,6120.09%
180VANGUARD INDEX FDS9229085533,737$315,7320.09%
181SPDR GOLD TRGLD1,770$315,5380.09%
182GODADDY INCGDDY4,132$310,4370.09%
183AUTODESK INCADSK1,503$307,5290.09%
184CHARTER COMMUNICATIONS INC N16119P108826$303,4480.09%
185GENERAL DYNAMICS CORPGD1,400$301,2100.09%
186MEDTRONIC PLCMDT3,318$294,6310.09%
187NEXTERA ENERGY INCNEE-PW3,967$294,3510.09%
188SPDR SER TR78468R7216,362$293,6700.09%
189ISHARES TR46429B6632,910$293,3390.08%
190INGERSOLL RAND INCIR4,441$290,2640.08%
191PROVIDENT FINL SVCS INC74386T10517,489$285,7700.08%
192TRUIST FINL CORP89832Q1099,308$282,4980.08%
193TEXAS INSTRS INC8825081041,562$281,1910.08%
194MORGAN STANLEYMS-PQ3,283$280,3430.08%
195UNITED PARCEL SERVICE INCUPS1,555$278,7340.08%
196SPDR SER TR78468R7395,829$274,2540.08%
197MCKESSON CORPMCK628$268,6920.08%
198HERSHEY COHSY1,073$268,0140.08%
199CONOCOPHILLIPSCOP2,516$262,2120.08%
200DANAHER CORPORATION2358511021,089$261,6540.08%
201VANGUARD INDEX FDS9229087511,307$259,9490.08%
202AMERICAN TOWER CORP NEW03027X1001,329$259,5020.08%
203FEDEX CORPFDX1,037$258,3790.07%
204SANDY SPRING BANCORP INC80036310311,364$257,7360.07%
205ISHARES INC46434G8638,109$256,4890.07%
206ISHARES TR464287762905$253,6280.07%
207HALEON PLCHLNCF30,126$252,4560.07%
208ROYAL BK CDA7800871022,600$248,3260.07%
209DIAGEO PLCDGEAF1,429$247,9030.07%
210NUCOR CORPNUE1,500$246,7350.07%
211KLA CORPKLAC503$244,1440.07%
212VANGUARD INDEX FDS9229087441,694$240,7170.07%
213GENERAL MTRS CO37045V1006,232$240,3060.07%
214BLACKROCK MUNICIPAL INCOMEBLK20,911$239,9330.07%
215BROADRIDGE FINL SOLUTIONS IN11133T1031,439$239,3850.07%
216GARTNER INCIT683$239,2620.07%
217ISHARES INC4642865334,236$232,9010.07%
218FLOWSERVE CORPFLS6,200$231,5700.07%
219EDISON INTL2810201073,330$231,2690.07%
220ZIMMER BIOMET HOLDINGS INCZBH1,567$228,5310.07%
221ISHARES TR4642878792,393$227,5390.07%
222SHELL PLCRYDAF3,743$226,0020.07%
223EQUINIX INCEQIX282$221,0710.06%
224ISHARES TR4642872913,540$220,1320.06%
225ISHARES TR4642871011,047$216,7920.06%
226NBT BANCORP INCNBTB6,800$216,5800.06%
227HESS CORPHESM1,581$214,9370.06%
228WARNER BROS DISCOVERY INCWBD17,058$213,9070.06%
229NIKE INCNKE1,906$211,0290.06%
230ISHARES SILVER TRSLV10,090$210,7800.06%
231ISHARES TR4642877964,836$207,1720.06%
232PRUDENTIAL FINL INCPUKPF2,315$204,2180.06%
233CHIMERA INVT CORP16934Q20832,000$190,4000.06%
234EMBRAER S.A.EMBJ11,800$182,4280.05%
235ESSA BANCORP INC29667D10412,113$181,0890.05%
236PLUG POWER INCPLUG15,425$160,2660.05%
237FULTON FINL CORP PA36027110010,463$126,3930.04%
238UNDER ARMOUR INCUA17,000$114,0700.03%
239KANDI TECHNOLOGIES GROUP INCKNDI22,580$89,4170.03%
240VALLEY NATL BANCORP91979410711,328$89,0380.03%
241STEELCASE INC85815520310,917$84,1700.02%
242PHENOMEX INC084310101104,562$51,2350.01%
243HYPERFINE INCHYPR20,070$43,1510.01%
244LUMEN TECHNOLOGIES INCLUMN18,720$42,3070.01%
245MFS INTER INCOME TR55273C10710,000$27,4000.01%
246LINEAGE CELL THERAPEUTICS IN53566P10910,000$14,1000.00%