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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

Parcion Private Wealth LLC

Quarter ended Q2 2023 · Filed May 11, 2023 · Accession 0001730293-23-000003

Total Value
$956.8M
Positions
265
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (265)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES INC4642866081,478,674$66.7M6.97%
2ISHARES INC46434G1031,188,659$58.0M6.06%
3PROSHARES TR74347B680745,187$52.7M5.51%
4INVESCO EXCHANGE TRADED FD TIVZ2,688,806$47.9M5.01%
5SPDR SER TR78464A821584,377$40.0M4.18%
6AMERICAN CENTY ETF TR025072877530,939$39.3M4.11%
7ISHARES GOLD TRIAU888,460$33.2M3.47%
8APPLE INCAAPL191,598$31.6M3.30%
9ISHARES INC464286475627,101$31.6M3.30%
10COINBASE GLOBAL INCCOIN321,637$21.7M2.27%
11MICROSOFT CORPMSFT68,198$19.7M2.05%
12PACCAR INCPCAR257,939$18.9M1.97%
13WORLD GOLD TRGLDW474,658$18.6M1.94%
14INVESCO QQQ TRIVZ55,504$17.8M1.86%
15SPDR INDEX SHS FDS78463X400213,919$17.6M1.84%
16WEYERHAEUSER CO MTN BEWY568,293$17.1M1.79%
17ISHARES TR464288414158,146$17.0M1.78%
18ISHARES TR464287440155,645$15.4M1.61%
19ISHARES TR464287341406,373$15.3M1.60%
20ISHARES TR464288273205,581$12.2M1.28%
21SPDR INDEX SHS FDS78463X756212,854$10.8M1.13%
22ISHARES TR46429B671213,406$10.6M1.11%
23SPDR SER TR78464A76372,086$8.9M0.93%
24ALLIED MOTION TECHNOLOGIES IALNT217,512$8.4M0.88%
25ISHARES TR46428722678,291$7.8M0.82%
26CRH PLCCRH139,350$7.1M0.74%
27INVESCO EXCH TRADED FD TR IIIVZ296,597$7.0M0.73%
28CISCO SYS INCCSCO131,732$6.9M0.72%
29JOHNSON & JOHNSONJNJ43,969$6.8M0.71%
30TEXAS INSTRS INC88250810436,321$6.8M0.71%
31COMCAST CORP NEWCCZ176,196$6.7M0.70%
32AMAZON COM INCAMZN63,924$6.6M0.69%
33ORACLE CORPORCL-PD68,391$6.4M0.66%
34NEXSTAR MEDIA GROUP INCNXST35,874$6.2M0.65%
35PROCTER AND GAMBLE CO74271810940,003$5.9M0.62%
36SPDR SER TR78468R721126,065$5.9M0.62%
37CHEVRON CORP NEWCVX36,063$5.9M0.61%
38MEDTRONIC PLCMDT69,825$5.6M0.59%
39DANAHER CORPORATION23585110222,100$5.6M0.58%
40LOUISIANA PAC CORPLPX101,976$5.5M0.58%
41LINDE PLCLIN15,145$5.4M0.56%
42ABBOTT LABSABLZF52,201$5.3M0.55%
43COCA COLA COKO83,575$5.2M0.54%
44JPMORGAN CHASE & COVYLD39,211$5.1M0.53%
45NVIDIA CORPORATIONNVDA18,096$5.0M0.53%
46MCDONALDS CORPMCD17,480$4.9M0.51%
47BLACKROCK INCBLK7,152$4.8M0.50%
48NEXTERA ENERGY INCNEE-PW59,116$4.6M0.48%
49HOME DEPOT INCHD14,798$4.4M0.46%
50ISHARES TR464287234107,033$4.2M0.44%
51SPDR SER TR78464A474142,301$4.2M0.44%
52BROADCOM INCAVGO6,346$4.1M0.43%
53CUBESMARTCUBE85,082$3.9M0.41%
54TRUIST FINL CORP89832Q109114,214$3.9M0.41%
55FUNKO INCFNKO412,912$3.9M0.41%
56BEST BUY INCBBY49,366$3.9M0.40%
57TJX COS INC NEW87254010948,982$3.8M0.40%
58WISDOMTREE TRWT134,050$3.8M0.40%
59CATERPILLAR INCCAT16,628$3.8M0.40%
60MARSH & MCLENNAN COS INC57174810222,373$3.7M0.39%
61CRANE HLDGS COCXT31,286$3.6M0.37%
62CRANE HLDGS COCR31,286$3.6M0.37%
63SEMPRASREA23,396$3.5M0.37%
64FREEPORT-MCMORAN INCFCX86,000$3.5M0.37%
65MARATHON PETE CORPMARA25,925$3.5M0.37%
66ISHARES TR46435G474136,534$3.5M0.36%
67SPDR GOLD TRGLD18,181$3.3M0.35%
68PRICE T ROWE GROUP INCTROW28,393$3.2M0.34%
69BANDWIDTH INCBAND207,816$3.2M0.33%
70SPDR SER TR78464A40957,002$3.2M0.33%
71REPUBLIC SVCS INC76075910022,933$3.1M0.32%
72CUMMINS INCCMI12,682$3.0M0.32%
73DEERE & CODE7,035$2.9M0.30%
74INTEL CORPINTC75,461$2.5M0.26%
75WELLS FARGO CO NEW94974610164,117$2.4M0.25%
76DOW INCDOW42,781$2.3M0.25%
77UNION PAC CORPUNP11,328$2.3M0.24%
78BANK AMERICA CORP06050510478,960$2.3M0.24%
79BOEING COBA-PA10,432$2.2M0.23%
80ROSS STORES INCROST20,013$2.1M0.22%
81DUPONT DE NEMOURS INCDD28,052$2.0M0.21%
82ALPHABET INCGOOG18,558$1.9M0.20%
83PINNACLE WEST CAP CORPPNW22,666$1.8M0.19%
84MERCK & CO INCMRK16,726$1.8M0.19%
85VANGUARD INDEX FDS9229083634,547$1.7M0.18%
86CONCENTRIX CORPCNXC13,872$1.7M0.18%
87CORTEVA INCCTVA27,707$1.7M0.17%
88ABBVIE INCABBV10,484$1.7M0.17%
89ALPHABET INCGOOG15,943$1.7M0.17%
90SELECT SECTOR SPDR TR81369Y20912,104$1.6M0.16%
91PROSHARES TR74347B69824,893$1.5M0.16%
92STARBUCKS CORPSBUX13,916$1.4M0.15%
93US BANCORP DELUSB-PS39,943$1.4M0.15%
94COSTCO WHSL CORP NEW22160K1052,897$1.4M0.15%
95DUKE ENERGY CORP NEWDUKB14,268$1.4M0.14%
96TD SYNNEX CORPORATIONSNX13,871$1.3M0.14%
97BERKSHIRE HATHAWAY INC DELBRK-A4,281$1.3M0.14%
98ISHARES TR46429B26754,773$1.3M0.13%
99LILLY ELI & COLLY3,525$1.2M0.13%
100CONOCOPHILLIPSCOP11,812$1.2M0.12%
101DIMENSIONAL ETF TRUST25434V30250,881$1.2M0.12%
102SPDR SER TR78464A28444,253$1.1M0.12%
103VERIZON COMMUNICATIONS INCVZ28,467$1.1M0.12%
104ISHARES TR46434V26633,813$1.1M0.11%
105SCHWAB STRATEGIC TR80852488831,037$1.0M0.11%
106NIKE INCNKE8,148$999,2710.10%
107SELECT SECTOR SPDR TR81369Y50612,010$994,7880.10%
108SALESFORCE INCCRM4,830$964,8890.10%
1093M COMMM9,053$951,5610.10%
110PFIZER INCPFE22,793$929,9540.10%
111PHILLIPS 66PSX9,126$925,1940.10%
112VANGUARD INTL EQUITY INDEX F92204285822,472$907,8690.09%
113ISHARES TR46428835615,254$875,8850.09%
114SEAGEN INCSE4,320$874,6700.09%
115SPDR S&P MIDCAP 400 ETF TRMDY1,899$870,5210.09%
116SCHLUMBERGER LTDSLB17,504$859,4460.09%
117SPDR SER TR78464A8139,879$830,1320.09%
118MORGAN STANLEYMS-PQ9,427$827,6910.09%
119INTERNATIONAL BUSINESS MACHSINTR6,300$825,8670.09%
120ISHARES TR4642872001,836$754,7430.08%
121EXXON MOBIL CORPXOM6,787$744,2620.08%
122T-MOBILE US INCTMUSZ4,791$693,9280.07%
123ISHARES TR4642876068,982$642,3030.07%
124MIDDLESEX WTR CO5966801088,000$624,9600.07%
125INVESCO EXCH TRADED FD TR IIIVZ4,705$621,1070.06%
126ISHARES TR4642871685,291$620,0460.06%
127PALO ALTO NETWORKS INCPANW3,066$612,4450.06%
128DTE ENERGY CODTK5,498$602,2510.06%
129AMERICAN ELEC PWR CO INC0255371016,593$599,8970.06%
130DOMINION ENERGY INCD10,680$597,1190.06%
131ISHARES TR4642875072,265$566,6120.06%
132ACCENTURE PLC IRELANDACN1,811$517,6020.05%
133RAYTHEON TECHNOLOGIES CORPRTX5,111$500,5200.05%
134GENERAL DYNAMICS CORPGD2,135$487,2280.05%
135ISHARES TR46428822424,498$484,5700.05%
136NETFLIX INCNFLX1,397$482,6360.05%
137VANGUARD INDEX FDS9229086113,019$479,2960.05%
138UNISYS CORPUIS117,289$455,0810.05%
139META PLATFORMS INCMETA2,104$445,9220.05%
140ALTRIA GROUP INCMO9,500$423,8900.04%
141ENTERGY CORP NEWENO3,932$423,6340.04%
142VANGUARD WORLD FDS92204A2072,152$416,4650.04%
143ENBRIDGE INCENNPF10,858$414,2330.04%
144AT&T INCT-PC20,771$399,8420.04%
145THERMO FISHER SCIENTIFIC INCTMO692$398,8480.04%
146VISA INCV1,744$393,2020.04%
147TESLA INCTSLA1,854$384,7310.04%
148ARES CAPITAL CORPARCC20,982$383,4460.04%
149BRISTOL-MYERS SQUIBB COCELG-RI5,446$377,4620.04%
150ALLIANT ENERGY CORPLNT7,024$375,0820.04%
151ISHARES TR46428918018,792$351,4100.04%
152ISHARES TR4642875982,300$350,1980.04%
153LOCKHEED MARTIN CORPLMT739$349,3470.04%
154ALASKA AIR GROUP INCALK7,981$334,8830.04%
155CITIGROUP INCC-PR6,955$326,1200.03%
156PAYPAL HLDGS INCPYPL4,140$314,3920.03%
157MASTERCARD INCORPORATEDMA861$312,8960.03%
158APPLE INCAAPL1,892$311,9910.03%
159AVISTA CORPAVA7,333$311,2860.03%
160VANGUARD TAX-MANAGED FDS9219438586,840$308,9630.03%
161KROGER COKR6,032$297,8000.03%
162ISHARES TR46436E46014,001$295,6990.03%
163FORTINET INCFTNT4,290$285,1130.03%
164JD.COM INCJDCMF6,475$284,1880.03%
165ISHARES TR46436E82512,790$283,5470.03%
166UNITEDHEALTH GROUP INCUNH597$282,1360.03%
167ESSEX PPTY TR INC2971781051,339$280,0380.03%
168ISHARES TR46429B3666,031$278,5520.03%
169DISNEY WALT CO2546871062,773$277,6600.03%
170ISHARES TR4642886532,402$275,1250.03%
171VENTAS INCVTR6,334$274,5790.03%
172PROLOGIS INC.PLDGP2,097$261,6430.03%
173ADOBE SYSTEMS INCORPORATEDADBE669$257,9090.03%
174VANGUARD INDEX FDS9229086371,378$257,4240.03%
175MICROSOFT CORPMSFT856$246,7850.03%
176INTUITIVE SURGICAL INCISRG950$242,6970.03%
177ISHARES TR46436E84110,547$238,9970.02%
178ISHARES TR4642878792,509$234,7900.02%
179ISHARES U S ETF TR46431W5074,720$234,1140.02%
180MOTOROLA SOLUTIONS INCMSI818$234,0540.02%
181EVERSOURCE ENERGYES2,964$231,9630.02%
182INVESCO EXCH TRADED FD TR IIIVZ12,510$229,9340.02%
183ISHARES TR4642886531,427$163,4490.02%
184FATE THERAPEUTICS INCFATE28,000$159,6000.02%
185FORD MTR CO DEL34537086012,238$154,1990.02%
186NEUBERGER BERMAN REAL ESTATENRO45,600$140,4480.01%
187KEYCORP49326710810,377$129,9200.01%
188ALPHABET INCGOOG1,180$122,4010.01%
189AMAZON COM INCAMZN940$97,0930.01%
190META PLATFORMS INCMETA284$60,1910.01%
191ALPHABET INCGOOG420$43,6800.00%
192JPMORGAN CHASE & COVYLD263$34,2720.00%
193ABBVIE INCABBV206$32,8300.00%
194COSTCO WHSL CORP NEW22160K10564$31,8000.00%
195NVIDIA CORPORATIONNVDA113$31,3880.00%
196HOME DEPOT INCHD99$29,2170.00%
197ISHARES TR46429B671582$29,0360.00%
198MERCK & CO INCMRK265$28,1930.00%
199SPDR SER TR78464A763223$27,5870.00%
200JOHNSON & JOHNSONJNJ170$26,3500.00%
201BERKSHIRE HATHAWAY INC DELBRK-A78$24,0840.00%
202ESS TECH INCGWH-WT17,013$23,6480.00%
203UNITEDHEALTH GROUP INCUNH49$23,1570.00%
204PFIZER INCPFE567$23,1340.00%
205MARATHON PETE CORPMARA158$21,3030.00%
206NETFLIX INCNFLX61$21,0740.00%
207NEXTERA ENERGY INCNEE-PW270$20,8120.00%
208ABBOTT LABSABLZF205$20,7580.00%
209BRISTOL-MYERS SQUIBB COCELG-RI267$18,5060.00%
210ALTRIA GROUP INCMO362$16,1520.00%
211RAYTHEON TECHNOLOGIES CORPRTX163$15,9630.00%
212DANAHER CORPORATION23585110263$15,8790.00%
213PROCTER AND GAMBLE CO742718109104$15,4640.00%
214THERMO FISHER SCIENTIFIC INCTMO26$14,9860.00%
215INTUITIVE SURGICAL INCISRG54$13,7950.00%
216SELECT SECTOR SPDR TR81369Y209106$13,7230.00%
217SEMPRASREA88$13,3020.00%
218DEERE & CODE30$12,3860.00%
219PHILLIPS 66PSX109$11,0500.00%
220VISA INCV49$11,0480.00%
221EVERSOURCE ENERGYES126$9,8610.00%
222UNION PAC CORPUNP48$9,6600.00%
223EXXON MOBIL CORPXOM87$9,5400.00%
224LOCKHEED MARTIN CORPLMT20$9,4550.00%
225CUMMINS INCCMI38$9,0770.00%
226PROLOGIS INC.PLDGP68$8,4840.00%
227MASTERCARD INCORPORATEDMA22$7,9950.00%
228TRUIST FINL CORP89832Q109226$7,7070.00%
229SELECT SECTOR SPDR TR81369Y50691$7,5380.00%
230MORGAN STANLEYMS-PQ84$7,3750.00%
231BANK AMERICA CORP060505104249$7,1210.00%
232COCA COLA COKO74$4,5900.00%
233DOMA HOLDINGS INC25703A10410,000$4,0750.00%
234BROADCOM INCAVGO6$3,8490.00%
235CHEVRON CORP NEWCVX22$3,5900.00%
236CONOCOPHILLIPSCOP34$3,3730.00%
237CISCO SYS INCCSCO63$3,2930.00%
238ADOBE SYSTEMS INCORPORATEDADBE6$2,3120.00%
239ACCENTURE PLC IRELANDACN7$2,0010.00%
240PINNACLE WEST CAP CORPPNW25$1,9810.00%
241ALASKA AIR GROUP INCALK46$1,9300.00%
242CORTEVA INCCTVA30$1,8090.00%
243SCHLUMBERGER LTDSLB36$1,7680.00%
244LILLY ELI & COLLY5$1,7170.00%
245MOTOROLA SOLUTIONS INCMSI5$1,4310.00%
246MCDONALDS CORPMCD5$1,3980.00%
247PACCAR INCPCAR19$1,3910.00%
248CATERPILLAR INCCAT6$1,3730.00%
249TJX COS INC NEW87254010917$1,3320.00%
250ROSS STORES INCROST12$1,2740.00%
251AT&T INCT-PC66$1,2710.00%
252STARBUCKS CORPSBUX12$1,2500.00%
253VENTAS INCVTR27$1,1700.00%
254DOW INCDOW21$1,1510.00%
255VERIZON COMMUNICATIONS INCVZ28$1,0890.00%
256DUPONT DE NEMOURS INCDD15$1,0770.00%
257NIKE INCNKE8$9810.00%
258MEDTRONIC PLCMDT12$9670.00%
259DOMINION ENERGY INCD16$8950.00%
260ESSEX PPTY TR INC2971781054$8370.00%
261US BANCORP DELUSB-PS21$7570.00%
2623M COMMM7$7360.00%
263BLACKROCK INCBLK1$6690.00%
264PAYPAL HLDGS INCPYPL8$6080.00%
265CRH PLCCRH10$5090.00%