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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 2024 · Filed January 30, 2025 · Accession 0001725547-25-000268

Total Value
$406.5M
Positions
242
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (242)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA253,670$34.1M8.38%
2SPDR SER TR78464A854168,018$11.6M2.85%
3META PLATFORMS INCMETA19,735$11.6M2.84%
4ALPHABET INCGOOG48,716$9.3M2.28%
5READY CAPITAL CORPRC-PE1,216,990$8.6M2.12%
6SPDR S&P 500 ETF TRSPY14,421$8.5M2.09%
7SNOWFLAKE INCSNOW51,676$8.0M1.96%
8NETFLIX INCNFLX8,712$7.8M1.91%
9PNC FINL SVCS GROUP INC69347510539,630$7.6M1.88%
10BROADCOM INCAVGO31,121$7.2M1.77%
11ISHARES TR46428730969,738$7.1M1.74%
12DISNEY WALT CO25468710662,873$7.0M1.73%
13ISHARES TR46428740835,227$6.7M1.65%
14MICROSOFT CORPMSFT15,605$6.6M1.62%
15ISHARES TR46432F33936,432$6.5M1.60%
16GLOBAL X FDS37954Y673159,404$6.5M1.59%
17BLACKSTONE SECD LENDING FDBX194,054$6.4M1.58%
18ISHARES TR46428743271,822$6.3M1.54%
19ISHARES TR46428720010,489$6.2M1.52%
20SALESFORCE INCCRM17,724$5.9M1.46%
21EXXON MOBIL CORPXOM51,238$5.5M1.36%
22BLACKROCK ETF TRUSTBLK101,777$5.2M1.28%
23ISHARES TR46428888540,811$4.0M0.97%
24JPMORGAN CHASE & CO.VYLD16,318$3.9M0.96%
25CROSSAMERICA PARTNERS LPCAPL164,543$3.6M0.89%
26ABBVIE INCABBV20,131$3.6M0.88%
27ISHARES TR46428887767,664$3.6M0.87%
28JOHNSON & JOHNSONJNJ24,518$3.5M0.87%
29ALPHABET INCGOOG18,114$3.4M0.84%
30CME GROUP INCCME14,295$3.4M0.84%
31ISHARES TR46428772121,048$3.4M0.83%
32MERCK & CO INCMRK33,512$3.4M0.83%
33DELTA AIR LINES INC DELDAL52,732$3.2M0.78%
34PFIZER INCPFE118,072$3.1M0.77%
35WALMART INCWMT33,325$3.0M0.74%
36CISCO SYS INCCSCO50,614$3.0M0.74%
37ISHARES TR46428715023,007$3.0M0.73%
38CHEVRON CORP NEWCVX20,141$2.9M0.72%
39QUALCOMM INCQCOM18,856$2.9M0.71%
40AT&T INCT-PC124,946$2.8M0.70%
41ISHARES TR46428770522,314$2.8M0.69%
42TESLA INCTSLA6,640$2.7M0.66%
43ISHARES TR4642876146,655$2.7M0.66%
44FIRST SOLAR INCFSLR14,972$2.6M0.65%
45PPL CORPPPLC78,918$2.6M0.64%
46VANGUARD INDEX FDS9229087365,658$2.3M0.57%
47ISHARES TR4642871018,027$2.3M0.57%
48SOUTHERN COPPER CORPSCCO25,411$2.3M0.57%
49ROYAL CARIBBEAN GROUPV7780T1039,979$2.3M0.57%
50COSTCO WHSL CORP NEW22160K1052,500$2.3M0.56%
51VALERO ENERGY CORPVLO18,666$2.3M0.56%
52GOLDMAN SACHS BDC INCGSBD182,279$2.3M0.56%
53STARBUCKS CORPSBUX24,862$2.3M0.56%
54VISA INCV7,101$2.2M0.55%
55ISHARES INC46434G76440,131$2.2M0.55%
56GE AEROSPACE36960430113,261$2.2M0.55%
57OCCIDENTAL PETE CORP67459910544,039$2.2M0.54%
58ISHARES TR46428865321,611$2.2M0.53%
59ISHARES TR46428858821,853$2.0M0.49%
60VERIZON COMMUNICATIONS INCVZ49,502$2.0M0.49%
61SPROTT PHYSICAL GOLD TRSII94,738$1.9M0.47%
62PAYPAL HLDGS INCPYPL21,330$1.8M0.45%
63HOME DEPOT INCHD4,603$1.8M0.44%
64ELI LILLY & COLLY2,215$1.7M0.42%
65ENTERPRISE PRODS PARTNERS L29379210754,227$1.7M0.42%
66INTEL CORPINTC81,861$1.6M0.40%
67TEXAS CAP BANCSHARES INC88224Q10720,447$1.6M0.39%
68LOCKHEED MARTIN CORPLMT3,272$1.6M0.39%
69VANGUARD INDEX FDS9229085386,231$1.6M0.39%
70ISHARES TR46432F84222,006$1.5M0.38%
71WYNN RESORTS LTDWYNN17,917$1.5M0.38%
72INTERNATIONAL GAME TECHNOLOGINTR83,475$1.5M0.36%
73ISHARES TR46429B29131,309$1.5M0.36%
74GOLDMAN SACHS GROUP INCGSCE2,544$1.5M0.36%
75BLACKROCK INCBLK1,390$1.4M0.35%
76VANECK ETF TRUST92189F10641,779$1.4M0.35%
77VANGUARD INDEX FDS9229087694,767$1.4M0.34%
78ISHARES TR46432F3966,641$1.4M0.34%
79ISHARES TR46428780411,732$1.4M0.33%
80VANGUARD INDEX FDS9229083632,423$1.3M0.32%
81GE VERNOVA INCGEV3,744$1.2M0.30%
82ISHARES TR46428724211,333$1.2M0.30%
83VANGUARD TAX-MANAGED FDS92194385822,711$1.1M0.27%
84SPDR SER TR78464A14437,667$1.1M0.27%
85SELECT SECTOR SPDR TR81369Y8034,612$1.1M0.26%
86JD.COM INCJDCMF30,863$1.1M0.26%
87BLACKSTONE INCBX6,177$1.1M0.26%
88SCHWAB STRATEGIC TR80852430036,017$1.0M0.25%
89HONEYWELL INTL INC4385161064,431$1.0M0.25%
90MARSH & MCLENNAN COS INC5717481024,589$974,8110.24%
91GRAYSCALE BITCOIN TRUST ETFGBTC12,995$961,8900.24%
92ISHARES TR46434V62115,638$959,2350.24%
93CATERPILLAR INCCAT2,602$943,7430.23%
94ALIBABA GROUP HLDG LTDBBAAY10,540$893,7050.22%
95SCHWAB STRATEGIC TR80852410238,667$877,7410.22%
96SCHWAB STRATEGIC TR80852440933,665$877,6470.22%
97JANUS DETROIT STR TR47103U84517,266$875,5590.22%
98PROCTER AND GAMBLE CO7427181095,171$866,9550.21%
99CBOE GLOBAL MKTS INC12503M1084,418$863,2770.21%
100ISHARES TR4642882819,655$862,1360.21%
101CHIPOTLE MEXICAN GRILL INCCMG14,143$852,8230.21%
102BRISTOL-MYERS SQUIBB COCELG-RI14,539$822,3070.20%
103ISHARES TR46434V28213,432$810,6210.20%
104ISHARES TR46435U71317,290$800,3440.20%
105SPDR S&P MIDCAP 400 ETF TRMDY1,389$793,7540.20%
106TAIWAN SEMICONDUCTOR MFG LTD8740391003,960$784,3670.19%
107VANGUARD MUN BD FDS92290774615,585$781,2950.19%
108TORTOISE ENERGY INFRA CORPTYG18,472$775,8240.19%
109SELECT SECTOR SPDR TR81369Y2095,636$775,3460.19%
110DIMENSIONAL ETF TRUST25434V70822,372$773,8470.19%
111ISHARES TR46435G4256,005$773,6050.19%
112GILEAD SCIENCES INCGILD8,256$762,6070.19%
113PALANTIR TECHNOLOGIES INCPLTR10,060$760,8380.19%
114ORACLE CORPORCL-PD4,565$760,6400.19%
115TARGA RES CORPTRGP4,162$742,9170.18%
116THERMO FISHER SCIENTIFIC INCTMO1,425$741,7390.18%
117WELLS FARGO CO NEW9497461019,880$693,9710.17%
118LAS VEGAS SANDS CORPLVS13,396$688,0030.17%
119SELECT SECTOR SPDR TR81369Y5067,677$657,6120.16%
120ISHARES TR4642877708,383$652,2810.16%
121DIMENSIONAL ETF TRUST25434V88026,178$650,7850.16%
122UNITEDHEALTH GROUP INCUNH1,232$623,2200.15%
123ISHARES TR4642874406,661$615,8090.15%
124ZOETIS INCZTS3,777$615,4590.15%
125VANGUARD INDEX FDS9229087512,536$609,3500.15%
126ISHARES TR4642878874,401$595,7480.15%
127REGIONS FINANCIAL CORP NEWRF-PF24,635$585,4450.14%
128COMSTOCK INCLODE725,000$580,4350.14%
129SCHWAB STRATEGIC TR80852480531,117$575,6730.14%
130ISHARES TR4642878795,235$568,6140.14%
131SEA LTDSE5,339$566,4680.14%
132ISHARES TR4642875983,035$561,8100.14%
133COMCAST CORP NEWCCZ14,867$557,9430.14%
134ISHARES TR4642884145,231$557,4040.14%
135FREEPORT-MCMORAN INCFCX14,512$552,6170.14%
136CITIGROUP INCC-PR7,774$547,1980.13%
137PROVIDENT FINL SVCS INC74386T10528,934$545,9850.13%
138ISHARES TR4642876891,633$545,7840.13%
139CROWN CASTLE INCCCI5,848$530,7600.13%
140ISHARES TR46435G25011,237$528,2510.13%
141MCDONALDS CORPMCD1,808$524,2590.13%
142GE HEALTHCARE TECHNOLOGIES IGEHC6,641$519,1960.13%
143TRUIST FINL CORP89832Q10911,883$515,4850.13%
144ISHARES TR46436E32016,149$513,0540.13%
145ANTERO RESOURCES CORPAR14,150$495,9580.12%
146PROSHARES TR74347X8235,200$491,6600.12%
147PEPSICO INCPEP3,188$488,2040.12%
148COCA COLA COKO7,811$486,3220.12%
149DICKS SPORTING GOODS INC2533931022,117$484,4950.12%
150INTERNATIONAL BUSINESS MACHSINTR2,196$482,7910.12%
151WISDOMTREE TRWT15,558$478,8460.12%
152ISHARES TR46435G1025,452$463,2560.11%
153SPDR GOLD TRGLD1,908$461,9840.11%
154VANGUARD INDEX FDS9229085535,183$461,7450.11%
155ISHARES TR46434V8789,090$458,4230.11%
156ACCENTURE PLC IRELANDACN1,296$455,9200.11%
157VANGUARD BD INDEX FDS9219378356,224$447,5680.11%
158INVESCO EXCH TRADED FD TR IIIVZ9,150$438,1940.11%
159METTLER TOLEDO INTERNATIONALMTD354$433,1830.11%
160DEERE & CODE1,014$431,4450.11%
161VANGUARD INTL EQUITY INDEX F9220428589,708$427,5400.11%
162ISHARES GOLD TRIAU8,596$425,6010.10%
163VANGUARD WHITEHALL FDS9219464063,321$423,7260.10%
164THOR FINL TECHNOLOGIES TR88515510115,371$422,8520.10%
165SCHWAB CHARLES CORPSCHW-PJ5,596$414,1890.10%
166ISHARES TR46435G5246,001$407,8280.10%
167ISHARES TR46428734110,556$403,0200.10%
168FORD MTR CO34537086040,664$402,5740.10%
169FIRST TR EXCHANGE TRADED FD33734X1762,587$384,2990.09%
170AUTONATION INCAN2,258$383,4990.09%
171WISDOMTREE TRWT6,085$383,0750.09%
172EATON CORP PLCETN1,145$379,9910.09%
173PROSHARES TR74347R1074,100$379,2910.09%
1743M COMMM2,931$378,3630.09%
175NEXTERA ENERGY INCNEE-PW5,251$376,4440.09%
176EMBRAER S.A.EMBJ10,236$375,4560.09%
177MARRIOTT INTL INC NEW5719032021,328$370,5500.09%
178ISHARES TR4642876551,663$367,4560.09%
179ISHARES TR4642877967,903$360,1290.09%
180PACER FDS TR69374H8816,328$358,8910.09%
181MCKESSON CORPMCK626$357,3210.09%
182GENERAL MLS INC3703341045,579$355,7730.09%
183SELECT SECTOR SPDR TR81369Y3084,512$354,6730.09%
184SIRIUSXM HOLDINGS INC82993310015,406$351,2490.09%
185BLACKROCK ETF TRUSTBLK13,582$335,4840.08%
186BLACKROCK ETF TRUSTBLK11,062$334,6260.08%
187MASTERCARD INCORPORATEDMA630$331,7390.08%
188NBT BANCORP INCNBTB6,800$324,7680.08%
189CONOCOPHILLIPSCOP3,257$322,9940.08%
190BLEND LABS INCBLND75,909$319,5770.08%
191ISHARES TR4642883565,452$312,3020.08%
192FIRST TR EXCH TRADED FD III33739P1034,733$311,4540.08%
193ISHARES TR46429B6973,456$306,8500.08%
194LOWES COS INC5486611071,242$306,5260.08%
195ISHARES TR46434V27410,465$300,5570.07%
196ISHARES TR4642881582,773$292,4960.07%
197FEDEX CORPFDX1,002$283,2780.07%
198ROYAL BK CDA7800871022,348$282,9570.07%
199SOUTHERN COSOMN3,402$280,0160.07%
200SELECT SECTOR SPDR TR81369Y8522,891$279,8780.07%
201ADOBE INCADBE623$276,9240.07%
202SANDY SPRING BANCORP INC8003631038,128$273,9950.07%
203SCHWAB STRATEGIC TR8085247069,966$265,3900.07%
204INTUITIVE SURGICAL INCISRG504$263,0680.06%
205ISHARES SILVER TRSLV9,869$259,8510.06%
206MPLX LPMPLXP5,400$258,4440.06%
207CSX CORPCSX7,941$256,2560.06%
208VANGUARD INDEX FDS922908637928$250,2820.06%
209VANGUARD BD INDEX FDS92203C3035,036$249,8870.06%
210ISHARES TR4642871762,315$246,6230.06%
211GSK PLCGLAXF7,083$242,1450.06%
212ESSA BANCORP INC29667D10412,182$237,5420.06%
213CAMBRIA ETF TR1320612013,442$235,6720.06%
214ISHARES TR46436E7182,328$233,5280.06%
215J P MORGAN EXCHANGE TRADED F46641Q8374,569$231,0040.06%
216ISHARES INC46434G1034,405$230,0290.06%
217CARRIER GLOBAL CORPORATIONCARR3,313$226,8910.06%
218AMERIPRISE FINL INC03076C106426$226,8150.06%
219TEXAS INSTRS INC8825081041,209$226,7000.06%
220KINDER MORGAN INC DELEP-PC8,263$226,4060.06%
221VANGUARD SCOTTSDALE FDS92206C8702,789$223,8730.06%
222ISHARES TR4642874652,952$223,2010.05%
223SPDR SER TR78464A8474,070$222,5880.05%
224DANAHER CORPORATION235851102959$220,3970.05%
225ISHARES TR464287622675$217,5080.05%
226FISERV INCFISV1,058$217,3340.05%
227ETFIS SER TR I26923G7725,009$216,8900.05%
228UNITED PARCEL SERVICE INCUPS1,684$212,3520.05%
229SCHWAB STRATEGIC TR8085247977,714$210,7370.05%
230J P MORGAN EXCHANGE TRADED F46654Q7164,000$209,7020.05%
231ISHARES TR4642886791,903$209,5390.05%
232PROLOGIS INC.PLDGP1,975$208,7580.05%
233SUNOCO LP/SUNOCO FIN CORPSUN4,040$207,8180.05%
234INTERCONTINENTAL EXCHANGE IN45866F1041,390$207,1240.05%
235HESS CORPHESM1,553$206,5650.05%
236METLIFE INCMET-PF2,448$200,4420.05%
237BLACKROCK MUNICIPAL INCOMEBLK15,411$186,7810.05%
238ORASURE TECHNOLOGIES INCOSUR30,260$109,2390.03%
239WIPRO LTDWIT12,466$44,1300.01%
240MFS INTER INCOME TR55273C10712,000$31,9200.01%
241KANDI TECHNOLOGIES GROUP INCKNDI22,580$27,0960.01%
242LINEAGE CELL THERAPEUTICS IN53566P10910,000$5,0250.00%