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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 Q4 2023 · Filed November 13, 2023 · Accession 0001725547-23-002010

Total Value
$297.2M
Positions
223
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (223)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL146,494$25.1M8.44%
2READY CAPITAL CORPRC-PE1,328,665$13.9M4.68%
3NVIDIA CORPORATIONNVDA23,419$10.2M3.43%
4BLACKSTONE SECD LENDING FDBX358,777$10.1M3.40%
5ORACLE CORPORCL-PD79,415$8.4M2.83%
6AMAZON COM INCAMZN58,571$7.4M2.51%
7MICROSOFT CORPMSFT22,211$7.0M2.36%
8SPDR SER TR78464A854115,905$5.8M1.96%
9META PLATFORMS INCMETA18,802$5.6M1.90%
10ALPHABET INCGOOG41,835$5.5M1.86%
11SPDR S&P 500 ETF TRSPY11,692$5.0M1.69%
12ISHARES TR46428715051,878$4.9M1.65%
13EXXON MOBIL CORPXOM41,095$4.8M1.63%
14ABBVIE INCABBV30,760$4.6M1.54%
15PNC FINL SVCS GROUP INC69347510535,471$4.4M1.47%
16JOHNSON & JOHNSONJNJ25,606$4.0M1.34%
17AIR PRODS & CHEMS INCAIIR12,637$3.6M1.21%
18DISNEY WALT CO25468710643,646$3.5M1.19%
19CROSSAMERICA PARTNERS LPCAPL156,853$3.4M1.14%
20CME GROUP INCCME16,594$3.3M1.12%
21JPMORGAN CHASE & COVYLD22,748$3.3M1.11%
22GOLDMAN SACHS BDC INCGSBD218,759$3.3M1.10%
23ISHARES TR4642872007,535$3.3M1.09%
24NETFLIX INCNFLX8,435$3.2M1.07%
25SALESFORCE INCCRM14,526$2.9M0.99%
26ABBOTT LABSABLZF28,963$2.8M0.94%
27BOEING COBA-PA14,011$2.7M0.90%
28BERKSHIRE HATHAWAY INC DELBRK-A7,271$2.5M0.86%
29ISHARES TR46428743228,534$2.5M0.85%
30CHEVRON CORP NEWCVX14,449$2.4M0.82%
31INVESCO QQQ TRIVZ6,558$2.4M0.79%
32PFIZER INCPFE69,947$2.3M0.78%
33ISHARES TR46428887747,117$2.3M0.78%
34QUALCOMM INCQCOM20,460$2.3M0.76%
35COSTCO WHSL CORP NEW22160K1053,927$2.2M0.75%
36ALPHABET INCGOOG16,716$2.2M0.74%
37BROADCOM INCAVGO2,580$2.1M0.72%
38STARBUCKS CORPSBUX23,396$2.1M0.72%
39INTEL CORPINTC59,975$2.1M0.72%
40WALMART INCWMT13,197$2.1M0.71%
41AT&T INCT-PC128,523$1.9M0.65%
42PPL CORPPPLC80,620$1.9M0.65%
43VERIZON COMMUNICATIONS INCVZ57,798$1.9M0.63%
44ISHARES TR46435G42519,283$1.8M0.61%
45MERCK & CO INCMRK17,046$1.8M0.59%
46ROYAL CARIBBEAN GROUPV7780T10318,966$1.7M0.59%
47ISHARES TR46428888519,871$1.7M0.58%
48ISHARES TR4642876146,277$1.7M0.56%
49DELTA AIR LINES INC DELDAL44,329$1.6M0.55%
50ENTERPRISE PRODS PARTNERS L29379210756,926$1.6M0.52%
51WYNN RESORTS LTDWYNN16,541$1.5M0.51%
52FIRST SOLAR INCFSLR9,233$1.5M0.50%
53GENERAL ELECTRIC CO36960430113,234$1.5M0.49%
54HOME DEPOT INCHD4,790$1.4M0.49%
55OCCIDENTAL PETE CORP67459910521,839$1.4M0.48%
56ISHARES TR46428724213,854$1.4M0.48%
57VISA INCV6,130$1.4M0.47%
58SPROTT PHYSICAL GOLD TRSII96,956$1.4M0.47%
59SPLUNK INC8486371049,325$1.4M0.46%
60VANECK ETF TRUST92189F10648,963$1.3M0.44%
61LOCKHEED MARTIN CORPLMT3,179$1.3M0.44%
62ELI LILLY & COLLY2,386$1.3M0.43%
63ALIBABA GROUP HLDG LTDBBAAY14,571$1.3M0.43%
64ISHARES TR46432F84219,496$1.3M0.42%
65TEXAS CAP BANCSHARES INC88224Q10720,250$1.2M0.40%
66BRISTOL-MYERS SQUIBB COCELG-RI20,219$1.2M0.39%
67ISHARES TR46428858812,525$1.1M0.37%
68TESLA INCTSLA4,358$1.1M0.37%
69AMGEN INCAMGN4,030$1.1M0.36%
70PAYPAL HLDGS INCPYPL17,607$1.0M0.35%
71ISHARES TR46429B69714,066$1.0M0.34%
72BANK AMERICA CORP06050510437,321$1.0M0.34%
73JD.COM INCJDCMF34,235$997,2660.34%
74THERMO FISHER SCIENTIFIC INCTMO1,965$995,1850.33%
75COMCAST CORP NEWCCZ22,165$982,8110.33%
76ISHARES TR46428730913,875$952,4520.32%
77BLACKROCK INCBLK1,420$918,1890.31%
78ISHARES TR46432F3396,928$916,6290.31%
79VALERO ENERGY CORPVLO6,077$861,1800.29%
80MARSH & MCLENNAN COS INC5717481024,435$843,9810.28%
81GOLDMAN SACHS GROUP INCGSCE2,507$811,3260.27%
82SOUTHERN COPPER CORPSCCO10,510$791,2980.27%
83CITIGROUP INCC-PR18,885$776,7430.26%
84CBOE GLOBAL MKTS INC12503M1084,913$767,4600.26%
85SPDR SER TR78464A14426,614$734,0140.25%
86HONEYWELL INTL INC4385161063,872$715,3160.24%
87ZOETIS INCZTS4,042$703,1530.24%
88TORTOISE ENERGY INFRA CORPTYG23,737$685,9990.23%
89GILEAD SCIENCES INCGILD9,106$682,4040.23%
90SELECT SECTOR SPDR TR81369Y5067,483$676,3880.23%
91ISHARES TR46434V62113,436$670,7010.23%
92COCA COLA COKO11,718$661,3590.22%
93FORD MTR CO DEL34537086051,847$643,9360.22%
94PROCTER AND GAMBLE CO7427181094,410$643,1940.22%
95ISHARES TR46434V87812,576$633,5880.21%
96ISHARES TR46436E7186,206$624,7580.21%
97SPDR S&P MIDCAP 400 ETF TRMDY1,347$617,2000.21%
98UNITEDHEALTH GROUP INCUNH1,180$594,9440.20%
99DIMENSIONAL ETF TRUST25434V88026,378$594,0330.20%
100CISCO SYS INCCSCO10,964$589,4510.20%
101DIMENSIONAL ETF TRUST25434V70822,372$586,1460.20%
102WELLS FARGO CO NEW94974610113,975$571,0190.19%
103AUTOMATIC DATA PROCESSING INADP2,322$561,5290.19%
104LAS VEGAS SANDS CORPLVS11,959$548,2010.18%
105ISHARES TR4642877215,216$547,7240.18%
106CATERPILLAR INCCAT1,967$536,9740.18%
107FREEPORT-MCMORAN INCFCX14,255$531,5750.18%
108ISHARES TR4642877703,389$527,0500.18%
109BLACKSTONE INCBX4,869$521,6630.18%
110SELECT SECTOR SPDR TR81369Y8033,067$502,7860.17%
111CHIPOTLE MEXICAN GRILL INCCMG268$490,9300.17%
112AMERICAN EXPRESS COAXP3,284$489,8660.16%
113ISHARES TR4642875983,201$489,0820.16%
114DEERE & CODE1,267$480,0380.16%
115INTERNATIONAL GAME TECHNOLOGINTR15,825$479,8140.16%
116SIRIUS XM HOLDINGS INCSIRI105,720$477,8550.16%
117MARRIOTT INTL INC NEW5719032022,317$455,4610.15%
118ACTIVISION BLIZZARD INC00507V1094,856$454,6630.15%
119REGIONS FINANCIAL CORP NEWRF-PF26,054$454,3820.15%
120ISHARES TR46429B2919,783$441,0180.15%
121SELECT SECTOR SPDR TR81369Y2093,422$440,5960.15%
122ISHARES TR4642875071,755$439,6680.15%
123CLEARBRIDGE ENERGY MIDSTRM O18469P20913,563$429,9570.14%
124SPDR SER TR78468R78812,241$429,2920.14%
125ORASURE TECHNOLOGIES INCOSUR70,922$420,5670.14%
126LOWES COS INC5486611072,020$419,8370.14%
127J P MORGAN EXCHANGE TRADED F46641Q8378,330$418,0020.14%
128PEPSICO INCPEP2,443$413,9840.14%
129TRANSDIGM GROUP INCTDG489$412,2910.14%
130ISHARES TR46435G5246,869$410,4420.14%
131ISHARES TR4642876891,643$404,3830.14%
132SCHLUMBERGER LTDSLB6,764$396,0110.13%
133METLIFE INCMET-PF6,281$395,1380.13%
134ISHARES TR4642882814,779$394,3660.13%
135METTLER TOLEDO INTERNATIONALMTD352$390,0410.13%
136GSK PLCGLAXF10,512$384,6630.13%
137MCDONALDS CORPMCD1,457$383,8780.13%
138WESTERN DIGITAL CORP.WDC8,400$383,2920.13%
139ISHARES TR4642886533,863$380,3900.13%
140CROWN CASTLE INCCCI4,119$379,0760.13%
141ISHARES TR4642881583,619$372,2880.13%
142INTERNATIONAL BUSINESS MACHSINTR2,652$372,0760.13%
143UBER TECHNOLOGIES INCUBER8,082$371,6910.13%
144TRUIST FINL CORP89832Q10912,912$369,4120.12%
145TARGA RES CORPTRGP4,296$368,2880.12%
146GENERAL MLS INC3703341045,745$367,6230.12%
147CVS HEALTH CORPCVS5,111$356,8160.12%
148RTX CORPORATIONRTX4,867$350,2700.12%
149SCHWAB CHARLES CORPSCHW-PJ6,379$350,1970.12%
150AUTONATION INCAN2,287$346,2520.12%
151DANAHER CORPORATION2358511021,388$344,3630.12%
152FERRARI N VRACE1,113$328,9360.11%
1533M COMMM3,473$325,1420.11%
154JUNIPER NETWORKS INC48203R10411,666$324,1980.11%
155VANGUARD INDEX FDS9229087691,505$319,6770.11%
156ISHARES GOLD TRIAU9,097$318,3040.11%
157ACCENTURE PLC IRELANDACN1,034$317,5520.11%
158ISHARES TR46435U7138,587$316,1180.11%
159VANGUARD MUN BD FDS9229077466,407$308,1770.10%
160AMERICAN TOWER CORP NEW03027X1001,846$303,5750.10%
161SPDR GOLD TRGLD1,770$303,4670.10%
162FEDEX CORPFDX1,129$300,4300.10%
163INTUITIVE SURGICAL INCISRG1,020$298,1360.10%
164GE HEALTHCARE TECHNOLOGIES IGEHC4,381$298,0840.10%
165ADOBE INCADBE581$296,1240.10%
166GODADDY INCGDDY3,852$286,8970.10%
167VERISIGN INCVRSN1,397$282,9340.10%
168SYNCHRONY FINANCIALSYF-PB9,200$281,2440.09%
169AUTODESK INCADSK1,350$279,3290.09%
170NEXTERA ENERGY INCNEE-PW4,850$277,8570.09%
171GENERAL DYNAMICS CORPGD1,250$276,2130.09%
172VANGUARD INDEX FDS922908363701$276,1720.09%
173ISHARES TR46429B6632,756$275,5510.09%
174MCKESSON CORPMCK628$273,4780.09%
175DICKS SPORTING GOODS INC2533931022,493$270,7010.09%
176VANGUARD INDEX FDS9229085533,567$270,3420.09%
177PROVIDENT FINL SVCS INC74386T10517,489$267,4070.09%
178TWILIO INCTWLO4,436$259,6390.09%
179CONOCOPHILLIPSCOP2,110$254,0390.09%
180MEDTRONIC PLCMDT3,213$253,9620.09%
181PIMCO ETF TR72201R8172,779$253,2220.09%
182INGERSOLL RAND INCIR3,935$250,7380.08%
183TEXAS INSTRS INC8825081041,562$248,3740.08%
184FLOWSERVE CORPFLS6,200$247,8140.08%
185SANDY SPRING BANCORP INC80036310311,384$243,9590.08%
186CHARTER COMMUNICATIONS INC N16119P108550$241,9010.08%
187HESS CORPHESM1,581$241,8930.08%
188KLA CORPKLAC517$236,9930.08%
189ISHARES INC46434G8637,816$236,6700.08%
190BROADRIDGE FINL SOLUTIONS IN11133T1031,293$232,4560.08%
191MORGAN STANLEYMS-PQ2,830$231,1020.08%
192SEA LTDSE5,205$228,7600.08%
193ROYAL BK CDA7800871022,600$227,3440.08%
194HALEON PLCHLNCF26,851$224,8310.08%
195REGENERON PHARMACEUTICALSREGN267$219,7300.07%
196GARTNER INCIT638$219,2230.07%
197ISHARES TR4642877964,569$218,2220.07%
198DIAGEO PLCDGEAF1,440$217,8700.07%
199NBT BANCORP INCNBTB6,800$215,4920.07%
200SHELL PLCRYDAF3,336$214,7720.07%
201HERSHEY COHSY1,073$214,7550.07%
202ISHARES INC4642865334,016$214,2590.07%
203UNITED PARCEL SERVICE INCUPS1,369$213,3860.07%
204LAMB WESTON HLDGS INCLW2,289$211,6410.07%
205EATON CORP PLCETN983$209,6540.07%
206ISHARES TR4642871011,036$208,6540.07%
207EQUINIX INCEQIX283$205,5320.07%
208ISHARES SILVER TRSLV10,090$205,2310.07%
209ISHARES TR4642878792,262$202,9880.07%
210BLACKROCK MUNICIPAL INCOMEBLK18,911$192,5900.06%
211ESSA BANCORP INC29667D10412,124$181,9830.06%
212CHIMERA INVT CORP16934Q20831,000$174,8400.06%
213WARNER BROS DISCOVERY INCWBD15,630$169,7420.06%
214EMBRAER S.A.EMBJ11,000$150,9200.05%
215FULTON FINL CORP PA36027110010,263$125,9270.04%
216VALLEY NATL BANCORP91979410711,328$98,2140.03%
217KANDI TECHNOLOGIES GROUP INCKNDI22,580$78,1270.03%
218UNDER ARMOUR INCUA10,900$69,5420.02%
219COMSTOCK INCLODE100,000$40,9900.01%
220HYPERFINE INCHYPR18,443$37,8080.01%
221LUMEN TECHNOLOGIES INCLUMN11,120$15,7900.01%
222LINEAGE CELL THERAPEUTICS IN53566P10910,000$11,8000.00%
223CELULARITY INCCELUW13,118$2,9140.00%