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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

Q3 Asset Management

Quarter ended Q4 2024 · Filed January 24, 2025 · Accession 0001732543-25-000001

Total Value
$160,864
Positions
47
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (47)

#IssuerTicker / CUSIPSharesValue% of Filing
1Q3 ALL SEASON ACTIVE ROTATION ETF90386K639769,294$19,41712.07%
2Consumer Discretionary Select Sector SPDR Fund81369Y40758,477$13,1198.16%
3Schwab U.S. Large-Cap Growth ETF USD Class808524300456,283$12,7167.90%
4STF TACTICAL GROWTH & INCOME ETF53656F169526,877$12,6237.85%
5iShares Core S&P 500 ETF USD Class46428720020,114$11,8417.36%
6Fidelity MSCI Communication Services Index ETF316092873193,500$11,3587.06%
7Invesco S&P 500 High Beta ETF USD ClassIVZ126,823$11,2426.99%
8Fidelity MSCI Financials Index ETF USD Class316092501159,105$10,9276.79%
9Invesco S&P 500 BuyWrite ETF USD ClassIVZ174,479$4,1122.56%
10iShares Convertible Bond ETF46435G10247,278$4,0172.50%
11Amplify Transformational Data Sharing ETF USD Class03210860783,400$3,6022.24%
12Janus Henderson AAA CLO ETF USD Class47103U84564,879$3,2902.05%
13SPDR S&P 500 ETF TR TR UNITSPY5,554$3,2552.02%
14iShares Broad USD High Yield Corporate Bond ETF USD Class46435U85388,219$3,2452.02%
15Vanguard Total International Bond ETF92203J40765,377$3,2061.99%
16TESLA INCTSLA7,452$3,0091.87%
17NVIDIA CORPNVDA22,382$3,0051.87%
18PROGRESSIVE CORP OF OHIO74331510311,772$2,8201.75%
19DIGITAL REALTY TRUST, INC. COMMON STOCK25386810315,709$2,7851.73%
20ORACLE CORPORCL-PD16,434$2,7341.70%
21ISHARES U.S BROKER DEALERS & SECURITIES EXCHANGES ETF46428879410,176$1,4640.91%
22FIDELITY COVINGTON TR MSCI INDL INDEX ETF31609270919,399$1,3640.85%
23JANUS HENDERSON BBBB CLO ETF47103U75323,497$1,1550.72%
24ISHARES TR RUSSELL 1000 GROWTH ETF4642876142,729$1,0950.68%
25FIDELITY SELECT TECHNOLOGY PORTFOLIO SELECT CLASS31639020228,642$1,0560.66%
26ISHARES TR RUSSELL MID-CAP GROWTH ETF4642874818,095$1,0260.64%
27FIDELITY COVINGTON TR MSCI CONSUMER DISCRETIONARY INDEX ETF31609220410,346$1,0080.63%
28ISHARES TR RUSSELL MID-CAP VALUE4642874737,789$1,0070.63%
29SPDR PORTFOLIO LARGE CAP ETF ETP US78464A85413,648$9400.58%
30VANECK SEMICONDUCTOR ETF92189F6763,483$8430.52%
31VANGUARD SHORT TERM CORP BOND INDEX FUND ETF92206C40910,015$7810.49%
32SPDR GOLD TR GOLD SHSGLD3,056$7400.46%
33FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF33740F88828,622$7050.44%
34MARVELL TECHNOLOGY INCMRVL5,075$5600.35%
35FORTINET INC COMFTNT5,843$5520.34%
36ATLASSIAN CORP PLCTEAM2,202$5360.33%
37PAYPAL HLDGS INCPYPL6,203$5290.33%
38VANGUARD INDUSTRIALS ETF92204A6031,562$3980.25%
39ISHARES US HOME CONSTRUCTION ETF4642887523,597$3710.23%
40VANECK RETAIL ETF92189F6841,655$3710.23%
41FIRST TRUST DOW JONES INTERNET INDEX FUND33733E3021,498$3640.23%
42PENTAIR PLCPNR3,188$3200.20%
43W W GRAINGER, INC384802104297$3140.20%
44FASTENALFAST4,329$3110.19%
45SUMMIT THERAPEUTICS INCSMMT16,473$2930.18%
46TECHNOLOGY SECTOR SPDR TR81369Y803952$2210.14%
47FIDELITY COVINGTON TR MSCI UTILS INDEX ETF3160928654,458$2170.13%