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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

ESL Trust Services, LLC

Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001785545-25-000001

Total Value
$448.7M
Positions
341
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (341)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 (MKT)464287200115,222$67.8M15.12%
2SPDR PORTFOLIO S&P 500 GROWTH78464A409620,777$54.6M12.16%
3SCHWAB U.S. DIVIDEND EQUITY ETF8085247971,757,748$48.0M10.70%
4AVANTIS INTL EQ ETF025072703689,270$42.3M9.43%
5VANGUARD INTERNATIONAL DIVIDEND921946810528,693$42.3M9.42%
6ISHARES CORE S&P MID-CAP (MKT)464287507612,141$38.1M8.50%
7FLEXSHARES GLOBAL QUALITY REALFLEX604,139$34.4M7.67%
8WISDOMTREE EM MKTS EX-STT OWNDWT977,957$29.8M6.64%
9ISHARES FALN ANGLS USD BD ETF46435G4741,115,496$29.8M6.64%
10ISHARES CORE S&P SMALL-CAP (MKT)464287804200,747$23.1M5.15%
11VANGUARD INTERMEDIATE-TERM BOND92193781961,701$4.6M1.03%
12ISHARES AAA - A RATED CORPORATE46429B29137,490$1.8M0.39%
13SPDR S&P 500 (MKT)SPY2,302$1.3M0.30%
14NIKE INCNKE15,500$1.2M0.26%
15VANGUARD EMERGING MARKETS STOCK92204285823,145$1.0M0.23%
16SONY CORPSNEJF43,000$909,8800.20%
17VANGUARD TOTAL STOCK MARKET ETF9229087692,965$859,2890.19%
18MICROSOFT CORPMSFT1,872$789,0480.18%
19ISHARES CORE S&P 500 (MKT)4642872001,230$724,0760.16%
20INTERNATIONAL BUSINESS MACHSINTR3,016$663,0070.15%
21ISHARES MSCI EAFE (MKT)4642874658,722$659,4690.15%
22JP MORGAN CHASE & COVYLD2,640$632,8350.14%
23ISHARES RUSSELL 1000 GROWTH4642876141,478$593,5360.13%
24WHIRLPOOL CORPWHR-PA4,900$560,9520.13%
25COCA COLA COKO8,115$505,2400.11%
26HOME DEPOT INCHD1,221$474,9570.11%
27JOHNSON & JOHNSONJNJ3,202$463,0730.10%
28APPLE INCAAPL1,802$451,2570.10%
29STRYKER CORPSYK1,210$435,6610.10%
30MASCO CORPMAS6,000$435,4200.10%
31AFLAC INCAFL4,000$413,7600.09%
32STEEL DYNAMICS INCSTLD3,000$342,2100.08%
33SOUTHERN COSOMN4,043$332,8200.07%
34EMERSON ELECTRIC COEMR2,600$322,2180.07%
35INTEL CORPINTC15,850$317,7930.07%
36EXXON MOBIL CORPXOM2,935$315,7170.07%
37TOPBUILD CORPBLD932$290,1690.06%
38GE AEROSPACE3696043011,680$280,2080.06%
39PFIZER INCPFE10,350$274,5860.06%
40KEYCORP DP49326710816,000$274,2400.06%
41ISHARES CORE MSCI EAFE46432F8423,828$269,0320.06%
42VANGUARD S&P 500 ETF922908363486$261,8620.06%
43L3HARRIS TECHNOLOGIES INC COMLHX1,241$260,9570.06%
44BLACKSTONE GROUP INCBX1,512$260,6990.06%
45LINDE PLCLIN609$254,9700.06%
46LOUISIANA-PACIFIC CORPLPX2,416$250,1760.06%
47ROYAL DUTCH SHELL PLCRYDAF3,984$249,5980.06%
48VALERO ENERGY CORP NEWVLO2,025$248,2450.06%
49WENDYS CO95058W10014,866$242,3160.05%
50VANGUARD FTSE ALL-WORLD EX-US9220427754,154$238,4810.05%
51CHEVRON CORP NEWCVX1,646$238,4070.05%
52ISHARES NASDAQ BIOTECHNOLOGY4642875561,800$237,9780.05%
53PAYCHEX INCPAYX1,650$231,3630.05%
54ITT INCITT1,600$228,6080.05%
55WELLS FARGO & CO9497461013,250$228,2800.05%
56STARBUCKS CORPSBUX2,500$228,1250.05%
57CENCORA, INC.COR1,000$224,6800.05%
58MOTOROLA SOLUTIONS INCMSI484$223,7190.05%
59ALLEGHENY TECHNOLOGIES INCATI4,000$220,1600.05%
60CONSOLIDATED EDISON INCED2,464$219,8630.05%
61COLGATE PALMOLIVE COCL2,400$218,1840.05%
62WEYERHAEUSER COWY7,584$213,4900.05%
63AMETEK INC NEWAME1,125$202,7930.05%
64ISHARES RUSSELL 2000 (MKT)464287655910$201,0720.04%
65CONSTELLATION BRANDS INCSTZ900$198,9000.04%
66PUBLIC SERVICE ENTERPRISE GROUP7445731062,352$198,7200.04%
67PROCTER & GAMBLE CO7427181091,165$195,3130.04%
68NYLI MERGER ARBITRAGE ETF45409B8005,808$191,4310.04%
69ABBOTT LABORATORIESABLZF1,480$167,4020.04%
70TOMPKINS FINANCIAL CORPORATION8901101092,461$166,9300.04%
71RTX CORPORATIONRTX1,338$154,8330.03%
72MARRIOTT INTERNATIONAL INC571903202525$146,4440.03%
73NORFOLK SOUTHERN CORP655844108594$139,4120.03%
74HERSHEY COHSY823$139,3750.03%
75ISHARES 1-3 YEAR TREASURY BOND4642874571,694$138,8750.03%
76GE VERNOVA INCGEV420$138,1500.03%
77MCDONALDS CORPMCD474$137,4080.03%
78ISHARES CORE TOTAL US BOND4642872261,400$135,6600.03%
79VANGUARD HIGH DIVIDEND YIELD9219464061,055$134,6080.03%
80MASTERBRAND INCMBC9,016$131,7230.03%
81VANGUARD INTERMEDIATE-TERM BOND9219378191,700$127,0410.03%
82MERCK & CO INCMRK1,256$124,9470.03%
83AMERICAN ELECTRIC POWER INC0255371011,353$124,7870.03%
84TEGNA INC87901J1056,753$123,5120.03%
85ACCENTURE PLCACN313$110,1100.02%
86PHILIP MORRIS INTERNATIONAL INC718172109900$108,3150.02%
87ALTRIA GROUP INCMO2,000$104,5800.02%
88STANLEY BLACK & DECKER INCSWK1,300$104,3770.02%
893M COMMM800$103,2720.02%
90VANGUARD SHORT-TERM BOND ETF9219378271,335$103,1560.02%
91ALPHABET INCGOOG540$102,8380.02%
92CARRIER GLOBAL CORPORATIONCARR1,500$102,3900.02%
93INVESCO QQQ TRIVZ200$102,2460.02%
94HUMANA INCHUM400$101,4840.02%
95EXTRA SPACE STORAGE INCEXR671$100,3820.02%
96ORACLE CORPORCL-PD600$99,9840.02%
97NBT BANCORP INCNBTB2,058$98,2900.02%
98AT&T INCT-PC4,282$97,5010.02%
99TEXAS INSTRUMENTS INC882508104515$96,5680.02%
100DUPONT DE NEMOURS INCDD1,227$93,5590.02%
101VISA INCV291$91,9680.02%
102ISHARES CORE MSCI TOTAL INTL46432F8341,370$90,6120.02%
103HONEYWELL INTERNATIONAL INC438516106401$90,5820.02%
104ISHARES MSCI USA MINIMUM46429B6971,013$89,9420.02%
105CVS HEALTH CORPORATIONCVS2,000$89,7800.02%
106SPDR PORTFOLIO S&P 500 GROWTH78464A4091,015$89,2190.02%
107ISHARES RUSSELL 1000 VALUE (MKT)464287598479$88,6770.02%
108TJX COS INC NEW872540109709$85,6540.02%
109REALTY INCOME CORPO1,600$85,4560.02%
110SPDR GOLD SHARES (MKT)GLD352$85,2300.02%
111GSK PLCGLAXF2,500$84,5500.02%
112ALLSTATE CORPALL-PJ432$83,2850.02%
113ISHARES MSCI EAFE (MKT)4642874651,100$83,1720.02%
114NORTHROP GRUMMAN CORPNOC177$83,0650.02%
115ISHARES TIPS BOND (MKT)464287176775$82,5770.02%
116SCHWAB U.S. DIVIDEND EQUITY ETF8085247973,000$81,9600.02%
117DOW INC COMDOW2,027$81,3440.02%
118VIATRIS INCVTRS6,370$79,3070.02%
119VANGUARD REAL ESTATE ETF922908553888$79,1030.02%
120LEGGETT & PLATT INCLEG8,000$76,8000.02%
121CNO FINL GROUP INC12621E1032,000$74,4200.02%
122WALGREENS BOOTS ALLIANCE INC9314271087,900$73,7070.02%
123CHEMOURS COCC4,340$73,3460.02%
124SPDR BLOOMBERG BARCLAYS HIGH78468R622766$73,1300.02%
125BOEING COBA-PA400$70,8000.02%
126CORTEVA INCCTVA1,227$69,8890.02%
127OTIS WORLDWIDE CORP GLBLOTIS750$69,4580.02%
128TITAN INTERNATIONAL INC ILKMCM10,000$67,9000.02%
129CISCO SYSTEMS INCCSCO1,119$66,2450.01%
130EASTMAN CHEMICAL COEMN704$64,2890.01%
131VANGUARD FTSE DEVELOPED MARKETS9219438581,284$61,3990.01%
132WASTE MANAGEMENT INC94106L109304$61,3440.01%
133ABBVIE INC SR NTABBV342$60,7730.01%
134PJT PARTNERS INCPJT375$59,1790.01%
135MONDELEZ INTL INC609207105972$58,0580.01%
136BROADCOM INCAVGO250$57,9600.01%
137ISHARES CORE S&P SMALL-CAP (MKT)464287804500$57,6100.01%
138VANGUARD SMALL CAP ETF (MKT)922908751231$55,5040.01%
139CHUBB LIMITEDCB200$55,2600.01%
140SMUCKER J M CO832696405500$55,0600.01%
141JPMORGAN BETABUILDERS JAPAN ETF46641Q217989$54,2860.01%
142CAPITAL ONE FINL CORP14040H105302$53,8520.01%
143INVESCO S&P 500 REVENUE ETFIVZ543$53,1710.01%
144INTERNATIONAL GAME TECHINTR3,000$52,9800.01%
145KIMBERLY CLARK CORPKMB400$52,4160.01%
146AMGEN INCAMGN200$52,1280.01%
147INVESCO OPTM YD DVRS CDTY STRAIVZ3,720$48,3230.01%
148CORNING INCGLW1,000$47,5200.01%
149GOLDMAN SACHS ACTIVEBETA U.S.NVGLF399$45,9590.01%
150SYSCO CORPSYY600$45,8760.01%
151MORGAN STANLEYMS-PQ360$45,2590.01%
152HARTFORD FINANCIAL SERVICESHIG-PG410$44,8540.01%
153WEC ENERGY GROUP INCWEC474$44,5750.01%
154GE HEALTHCARE TECHNOLOGIES INCGEHC560$43,7800.01%
155COMCAST CORPCCZ1,146$43,0090.01%
156V F CORPVFC2,000$42,9200.01%
157ROYCE SMALL CAP TRUST INCRVT2,705$42,7400.01%
158MARATHON PETE CORPMARA300$41,8500.01%
159DELL TECHNOLOGIES INC COMDELL357$41,1400.01%
160AMAZON COM INCAMZN187$41,0260.01%
161BRISTOL-MYERS SQUIBB COCELG-RI700$39,5920.01%
162HP INCHPQ1,200$39,1560.01%
163CARS COM INCCARS2,251$39,0100.01%
164DIAGEO PLCDGEAF300$38,1390.01%
165FREEPORT-MCMORAN INCFCX1,000$38,0800.01%
166UNITED PARCEL SERVICEUPS300$37,8300.01%
167VANGUARD MID-CAP ETF (MKT)922908629130$34,3360.01%
168PRUDENTIAL FINANCIAL INCPUKPF289$34,2550.01%
169DISNEY WALT CO254687106305$33,9620.01%
170AGILENT TECHNOLOGIES INCA252$33,8540.01%
171CLOROX COCLX200$32,4820.01%
172ISHARES CORE MSCI EMERGING46434G103604$31,5440.01%
173ACCO BRANDS CORPACCO6,000$31,5000.01%
174DISCOVER FINANCIAL SERVICES254709108180$31,1810.01%
175UNDER ARMOUR INCUA4,000$29,8400.01%
176KONINLIJKE PHILIPS N.V.RYLPF1,146$29,0170.01%
177VERIZON COMMUNICATIONS INCVZ725$28,9930.01%
178VANGUARD EMERGING MARKETS STOCK922042858650$28,6260.01%
179ISHARES RUSSELL TOP 200 ETF464289446191$27,6390.01%
180NORTHWEST BANCSHARES INCNWBI2,000$26,3800.01%
181DARDEN RESTAURANTS INCDRI141$26,3230.01%
182INVESCO WATER RESOURCES ETFIVZ400$26,3160.01%
183HEWLETT PACKARD ENTERPRISE COHPE-PC1,200$25,6200.01%
184INTERNATIONAL PAPER CO460146103470$25,2950.01%
185PEPSICO INCPEP166$25,2420.01%
186NORDIC AMERICAN TANKERS LIMITEDNAT10,000$25,0000.01%
187RAYONIER INCRYN937$24,4560.01%
188THE TRAVELERS COMPANIES INCTRV100$24,0890.01%
189DTE ENERGY CODTK191$23,0630.01%
190NVIDIA CORPNVDA170$22,8290.01%
191DOLLAR GENERAL CORP256677105300$22,7460.01%
192W P CAREY INC92936U109400$21,7920.00%
193ENERGY TRANSFER OPERATING LPET-PI1,091$21,3730.00%
194BCE INCBCPPF915$21,2100.00%
195FORTUNE BRANDS INNOVATIONS INCFBIN300$20,4990.00%
196ISHARES CORE S&P MID-CAP (MKT)464287507325$20,2510.00%
197KEYSIGHT TECHNOLOGIES INCKEYS126$20,2390.00%
198THERMO FISHER SCIENTIFIC INCTMO38$19,7680.00%
199OCCIDENTAL PETROLEUM CORP674599105400$19,7640.00%
200EXELON CORPEXC474$17,8410.00%
201DIGITAL REALTY TRUST INC253868103100$17,7340.00%
202STURM RUGER & CO INCRGR500$17,6850.00%
203DICK'S SPORTING GOODS INC25339310275$17,1630.00%
204CHARTER COMMUNICATIONS INC16119P10850$17,1390.00%
205NATIONAL GRID PLCNMPWP280$16,6380.00%
206WABTEC92974010887$16,4940.00%
207DOMINION ENERGY INCD300$16,1580.00%
208VANGUARD INTERNATIONAL DIVIDEND921946810200$15,9980.00%
209MEDTRONIC PLCMDT200$15,9760.00%
210GETTY RLTY CORP NEW COM374297109500$15,0650.00%
211AMERICAN EXPRESS COAXP50$14,8400.00%
212TAKE-TWO INTERACTIVE SOFTWARETTWO80$14,7260.00%
213DUKE ENERGY CORPDUKB131$14,1140.00%
214TC ENERGY CORP COMTRPRF300$13,9590.00%
215SOLVENTUM CORPSOLV200$13,2120.00%
216SAP AKTIENGESELLSCHAFTSAPGF53$13,0490.00%
217META PLATFORMS INCMETA22$12,8810.00%
218EVERSOURCE ENERGYES200$11,4860.00%
219TAIWAN SEMICONDUCTOR87403910057$11,2570.00%
220UNITEDHEALTH GROUP INCUNH22$11,1290.00%
221ZIMMER BIOMET HLDGS INCZBH100$10,5630.00%
222SYLVAMO CORPSLVM132$10,4310.00%
223WALMART INCWMT115$10,3900.00%
224FORD MOTOR COMPANY345370860999$9,8900.00%
225BAKER HUGHES A GE COBKR240$9,8450.00%
226NETFLIX INCNFLX11$9,8050.00%
227DONNELLEY FINL SOLUTIONS INC COM25787G100156$9,7860.00%
228CHEMUNG FINANCIAL CORP.164024101200$9,7620.00%
229WARNER BROS DISCOVERY INCWBD906$9,5770.00%
230KRAFT HEINZ COKHC307$9,4280.00%
231NEWMONT GOLDCORPNEMCL249$9,2680.00%
232NOVO NORDISK A SNONOF107$9,2040.00%
233LENNOX INTL INC52610710715$9,1400.00%
234MARSH & MCLENNAN COS INC57174810243$9,1340.00%
235KYNDRYL HLDGS INCKD248$8,5810.00%
236UNION PAC CORPUNP37$8,4370.00%
237ENTERGY CORP NEWENO110$8,3400.00%
238LPL FINL HLDGS INC50212V10025$8,1630.00%
239ENBRIDGE INCENNPF192$8,1470.00%
240INTERACTIVE BROKERS GROUP INC45841N10746$8,1270.00%
241VANGUARD SMALL CAP VALUE ETF92290861141$8,1250.00%
242EATON CORP PLCETN24$7,9650.00%
243BENTLEY SYS INCBSY157$7,3320.00%
244BLACKROCK INCBLK7$7,1760.00%
245VANGUARD GLOBAL EX-US REAL922042676176$6,9630.00%
246ZEBRA TECHNOLOGIES INCZBRA18$6,9520.00%
247BERKLEY W R CORPWRB-PH114$6,6710.00%
248WATSCO INCWSO-B14$6,6340.00%
249TOTAL S ATTE120$6,5400.00%
250QUALCOMM INCQCOM42$6,4520.00%
251COOPER COS INC21664850170$6,4350.00%
252TERADYNE INCTER51$6,4220.00%
253FIRSTENERGY CORPFE156$6,2060.00%
254SUNCOKE ENERGY INCSXC575$6,1530.00%
255ZURN ELKAY WATER SOLUTIONS CORP98983L108164$6,1170.00%
256EQUIFAX INCEFX24$6,1160.00%
257FAIR ISAAC CORPFICO3$5,9730.00%
258VUZIX CORP COMVUZI1,500$5,9100.00%
259RELX PLC SPONSORED ADRRLXXF130$5,9050.00%
260POOL CORPPOOL17$5,7960.00%
261ANALOG DEVICES INCADI27$5,7360.00%
262PARKER HANNIFIN CORPPH9$5,7240.00%
263HENRY JACK & ASSOCIATES INC42628110131$5,4340.00%
264ROLLINS INCROL115$5,3300.00%
265HUNTINGTON INGALLS INDS INC44641310628$5,2910.00%
266GRAINGER WW INC3848021045$5,2700.00%
267ISHARES MSCI EMERGING MARKETS464287234125$5,2280.00%
268PALO ALTO NETWORKS INCPANW28$5,0950.00%
269SAIA INCSAIA11$5,0130.00%
270BANK OF AMERICA CORP060505104110$4,8350.00%
271NORDSON CORPNDSN23$4,8130.00%
272ALLEGION PUB LTDALLE36$4,7040.00%
273CME GROUP INCCME20$4,6450.00%
274DOLBY LABORATORIES INCDLB59$4,6080.00%
275CHARLES RIVER LABORATORIES15986410724$4,4300.00%
276CHOICE HOTELS INTERNATIONAL INC16990510631$4,4010.00%
277EOG RESOURCES INCEOG35$4,2900.00%
278PNC FINANCIAL SERVICES GROUP69347510522$4,2430.00%
279TELEDYNE TECHNOLOGIES INCTDY9$4,1770.00%
280BANK NEW YORK MELLON CORP06405810053$4,0720.00%
281S&P GLOBAL INCSPGI8$3,9840.00%
282CANADIAN NATIONAL RAILWAY CO13637510239$3,9590.00%
283ALCON INCALC46$3,9050.00%
284NEXTERA ENERGY INCNEE-PW54$3,8710.00%
285EQUINIX INCEQIX4$3,7720.00%
286TRANE TECHNOLOGIES PLCTT10$3,6940.00%
287SITEONE LANDSCAPE SUPPLY INC COMSITE28$3,6900.00%
288THOR INDUSTRIES INC88516010138$3,6370.00%
289LAM RESEARCH CORPLRCX50$3,6120.00%
290AUTOMATIC DATA PROCESSING INCADP12$3,5130.00%
291MERCADOLIBRE INCMELI2$3,4010.00%
292SHERWIN WILLIAMS COSHW10$3,3990.00%
293EXPONENT INCEXPO37$3,2970.00%
294SCOTTS MIRACLE-GRO COSMG49$3,2510.00%
295CHEMED CORP NEWCHE6$3,1790.00%
296UBER TECHNOLOGIES INCUBER52$3,1370.00%
297TARGET CORPTGT23$3,1090.00%
298TFI INTL INC87241L10923$3,1070.00%
299WORKDAY INCWDAY12$3,0960.00%
300ELEVANCE HEALTHELV8$2,9510.00%
301LOCKHEED MARTIN CORPLMT6$2,9160.00%
302SHOPIFY INCSHOP25$2,6580.00%
303FOX CORPFOX54$2,6230.00%
304ILLINOIS TOOL WORKS INC45230810910$2,5360.00%
305XEROX HOLDINGS CORPXRXDW300$2,5290.00%
306ANHEUSER BUSCH INBEV NVBUDFF49$2,4530.00%
307ATLASSIAN CORPORATIONTEAM10$2,4340.00%
308STMICROELECTRONICS NV-NY SHSSTMEF95$2,3720.00%
309FERRARI N VRACE5$2,1240.00%
310MICROCHIP TECHNOLOGY INCMCHPP37$2,1220.00%
311CONOCOPHILLIPSCOP21$2,0830.00%
312THE ODP CORP88337F10591$2,0690.00%
313AVERY DENNISON CORPAVY11$2,0580.00%
314TESLA INCTSLA5$2,0190.00%
315INTUITINTU3$1,8860.00%
316PACKAGING CORP AMERICA6951561098$1,8010.00%
317RAYONIER ADVANCED MATERIALS INCRYN209$1,7240.00%
318LAUDER ESTEE COS INC51843910420$1,5000.00%
319PUBLIC STORAGEPSA-PS5$1,4970.00%
320PROLOGIS INCPLDGP14$1,4800.00%
321CMS ENERGY CORPCMS-PC22$1,4660.00%
322LCI INDS COM50189K10314$1,4470.00%
323RESIDEO TECHNOLOGIES INC COMREZI62$1,4290.00%
324SOUTH BOW CORPSOBO60$1,4140.00%
325GENERAL MILLS INC37033410422$1,4030.00%
326OCCIDENTAL PETROLEUM CORP67459916250$1,3780.00%
327DXC TECHNOLOGY CO COMDXC68$1,3590.00%
328INTERCONTINENTALEXCHANGE GROUP45866F1048$1,1920.00%
329GENUINE PARTS COGPC10$1,1680.00%
330ISHARES 7-10 YEAR TREASURY BOND46428744012$1,1090.00%
331VECTRUS INCVVX22$1,0520.00%
332UNITED STATES STEEL CORP NEWUNTCW30$1,0200.00%
333CONDUENT INC COMCNDT240$9700.00%
334NET LEASE OFFICE PROPERTIESNLOP26$8110.00%
335ADVANSIX INC COMASIX15$4270.00%
336NEWS CORPNWSLL13$3580.00%
337GARRETT MOTION INC COMGTX37$3340.00%
338LUMEN TECHNOLOGIES INCLUMN58$3080.00%
339ORGANON & COOGN20$2980.00%
340LANDS END INC.LE21$2760.00%
341VODAFONE GROUP PLC92857W30823$1950.00%