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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

Avion Wealth

Quarter ended Q3 2023 · Filed July 14, 2023 · Accession 0001792704-23-000003

Total Value
$381,781
Positions
1,266
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS92203C3031,123,200$55,21614.48%
2VANGUARD TAX-MANAGED FDS921943858989,452$45,69211.98%
3VANGUARD INDEX FDS92290836368,318$27,8247.29%
4VANGUARD MALVERN FDS922020805532,394$25,2466.62%
5VANGUARD CHARLOTTE FDS92203J407500,720$24,4756.42%
6VANGUARD WHITEHALL FDS921946406158,678$16,8304.41%
7VANGUARD INDEX FDS922908512112,948$15,6294.10%
8VANGUARD INDEX FDS92290861193,448$15,4564.05%
9VANGUARD INDEX FDS92290876968,947$15,1873.98%
10VANGUARD INDEX FDS922908553168,983$14,1203.70%
11INVESCO ACTVELY MNGD ETC FDIVZ860,596$11,7083.07%
12PIMCO ETF TR72201R833108,444$10,8182.84%
13DIMENSIONAL ETF TRUST25434V708379,995$10,3162.70%
14VANGUARD INDEX FDS92290862943,013$9,4692.48%
15VANGUARD INTL EQUITY INDEX F922042858132,760$5,4001.42%
16VANGUARD BD INDEX FDS92193782761,532$4,6491.22%
17ISHARES TR46432F84268,727$4,6391.22%
18BANK NEW YORK MELLON CORP06405810090,667$4,0361.06%
19HALLIBURTON COHAL102,461$3,3800.89%
20EXXON MOBIL CORPXOM31,249$3,3510.88%
21SCHLUMBERGER LTDSLB61,382$3,0150.79%
22APPLE INCAAPL14,895$2,8890.76%
23BOEING COBA-PA13,504$2,8510.75%
24SERVICE CORP INTL81756510438,778$2,5040.66%
25VANGUARD WORLD FDS92204A40530,513$2,4780.65%
26KINDER MORGAN INC DELEP-PC126,780$2,1830.57%
27VANGUARD ADMIRAL FDS INC92193270313,356$2,0790.55%
28ISHARES TR46428722618,042$1,7670.46%
29ENTERPRISE PRODS PARTNERS L29379210763,666$1,6770.44%
30BARCLAYS BANK PLCVXZ52,819$1,6140.42%
31VANGUARD WORLD FDS92204A30614,126$1,5940.42%
32DEVON ENERGY CORP NEW25179M10322,094$1,0680.28%
33MICROSOFT CORPMSFT3,134$1,0670.28%
34ISHARES TR4642871769,049$9730.26%
35SPDR SER TR78464A6079,274$8380.22%
36ISHARES TR4642878048,198$8160.21%
37AMAZON COM INCAMZN6,217$8100.21%
38CHEVRON CORP NEWCVX4,983$7840.21%
39THERMO FISHER SCIENTIFIC INCTMO1,317$6860.18%
40BERKSHIRE HATHAWAY INC DELBRK-A2,011$6850.18%
41ENERGY TRANSFER L PET-PI53,003$6730.18%
42UNITED AIRLS HLDGS INCUNTCW12,263$6720.18%
43BERKSHIRE HATHAWAY INC DELBRK-A1,833$6250.16%
44ISHARES TR4642872001,346$5990.16%
45WELLS FARGO CO NEW94974610113,967$5960.16%
46TESLA INCTSLA1,908$4990.13%
47LILLY ELI & COLLY1,037$4860.13%
48WP CAREY INC92936U1096,371$4300.11%
49ISHARES TR4642875071,643$4290.11%
50JPMORGAN CHASE & COVYLD2,845$4130.11%
51ISHARES TR4642878794,300$4080.11%
52ISHARES INC46434G1037,842$3860.10%
53UNION PAC CORPUNP1,827$3730.10%
54WISDOMTREE TRWT9,783$3620.09%
55ISHARES TR46432F3392,440$3290.09%
56BRISTOL-MYERS SQUIBB COCELG-RI5,065$3230.08%
57SYSCO CORPSYY4,295$3180.08%
58INTUITIVE SURGICAL INCISRG916$3130.08%
59ISHARES TR4642874654,092$2960.08%
60WISDOMTREE TRWT8,437$2900.08%
61SCHWAB STRATEGIC TR8085242015,318$2780.07%
62CONOCOPHILLIPSCOP2,473$2560.07%
63ALPHABET INCGOOG2,107$2520.07%
64ISHARES TR4642871682,176$2460.06%
65ISHARES INC46434G7644,644$2410.06%
66INVESCO QQQ TRIVZ630$2320.06%
67CONSOLIDATED EDISON INCED2,523$2280.06%
68SCHWAB STRATEGIC TR8085248055,937$2110.06%
69RAYTHEON TECHNOLOGIES CORPRTX2,104$2060.05%
70SELECT SECTOR SPDR TR81369Y6056,069$2040.05%
71SPDR GOLD TRGLD1,143$2030.05%
72META PLATFORMS INCMETA708$2030.05%
73AMERICAN CENTY ETF TR0250726043,610$1940.05%
74WISDOMTREE TRWT4,827$1840.05%
75VANGUARD WORLD FDS92204A207942$1830.05%
76MERCK & CO INCMRK1,574$1810.05%
77VANGUARD INDEX FDS922908637886$1790.05%
78SHELL PLCRYDAF2,834$1710.04%
79LOWES COS INC548661107747$1680.04%
80NUCOR CORPNUE1,019$1670.04%
81SPDR SER TR78464A4092,733$1660.04%
82SCHWAB STRATEGIC TR8085245082,347$1660.04%
83SIMPLIFY EXCHANGE TRADED FUN82889N2026,043$1650.04%
84NUCOR CORPNUE1,000$1630.04%
85CRESTWOOD EQUITY PARTNERS LP2263442086,169$1630.04%
86SOUTHERN COSOMN2,234$1560.04%
87CALAVO GROWERS INCCVGW5,154$1490.04%
88WALMART INCWMT903$1410.04%
89PACER FDS TR69374H1053,331$1370.04%
90PHILLIPS 66PSX1,423$1350.04%
91ISHARES TR464287655722$1350.04%
92OCCIDENTAL PETE CORP6745991052,294$1340.04%
93ENBRIDGE INCENNPF3,562$1320.03%
94THIRD COAST BANCSHARES INCTCBX8,300$1310.03%
95ISHARES TR4642876631,669$1300.03%
96EOG RES INCEOG1,124$1280.03%
97VANGUARD CHARLOTTE FDS92203J4072,578$1260.03%
98MICROCHIP TECHNOLOGY INC.MCHPP1,361$1210.03%
99VANGUARD BD INDEX FDS92203C3032,444$1200.03%
100VANGUARD MALVERN FDS9220208052,510$1190.03%
101HOME DEPOT INCHD381$1180.03%
102INTERNATIONAL BUSINESS MACHSINTR887$1180.03%
103SPDR S&P 500 ETF TRSPY266$1170.03%
104SELECT SECTOR SPDR TR81369Y803664$1150.03%
105ISHARES TR464288760987$1150.03%
106GENESIS ENERGY L PGEL12,000$1140.03%
107JOHNSON & JOHNSONJNJ694$1140.03%
108SELECT SECTOR SPDR TR81369Y7041,057$1130.03%
109LOCKHEED MARTIN CORPLMT247$1130.03%
110VANGUARD INTL EQUITY INDEX F9220427752,089$1130.03%
111AMERICAN EXPRESS COAXP638$1110.03%
112SCHWAB STRATEGIC TR8085248392,426$1110.03%
113BP PLCBPPFF3,074$1080.03%
114MCKESSON CORPMCK243$1030.03%
115VANGUARD TAX-MANAGED FDS9219438582,164$990.03%
116SELECT SECTOR SPDR TR81369Y209740$980.03%
117SELECT SECTOR SPDR TR81369Y407537$910.02%
118MAGELLAN MIDSTREAM PRTNRS LP5590801061,447$900.02%
119SHOPIFY INCSHOP1,383$890.02%
120DISNEY WALT CO2546871061,003$890.02%
121UNITEDHEALTH GROUP INCUNH180$860.02%
122MCDONALDS CORPMCD291$860.02%
123INTEL CORPINTC2,571$850.02%
124MARATHON PETE CORPMARA733$850.02%
125ALTRIA GROUP INCMO1,875$840.02%
126VANGUARD WORLD FDS92204A504345$840.02%
127SCHWAB STRATEGIC TR8085243001,113$830.02%
128TEXAS INSTRS INC882508104451$810.02%
129INSPIRE MED SYS INC457730109250$810.02%
130VANGUARD INDEX FDS922908363195$790.02%
131DARDEN RESTAURANTS INCDRI478$790.02%
132SCHWAB STRATEGIC TR8085246071,818$790.02%
133TARGET CORPTGT597$780.02%
134MICROSOFT CORPMSFT231$780.02%
135COMCAST CORP NEWCCZ1,781$740.02%
136SONIC AUTOMOTIVE INCSAH1,550$730.02%
137PIMCO ETF TR72201R833739$730.02%
138SOUTHWEST AIRLS CO8447411082,007$720.02%
139IRON MTN INC DEL46284V1011,269$720.02%
140STARBUCKS CORPSBUX720$710.02%
141ALPHABET INCGOOG583$700.02%
142NVIDIA CORPORATIONNVDA167$700.02%
143CITIGROUP INCC-PR1,525$700.02%
144CISCO SYS INCCSCO1,360$700.02%
145AUTOMATIC DATA PROCESSING INADP315$690.02%
146BANK AMERICA CORP0605051042,395$680.02%
147DELTA AIR LINES INC DELDAL1,394$660.02%
148DEERE & CODE159$640.02%
149CATERPILLAR INCCAT264$640.02%
150VISA INCV272$640.02%
151SELECT SECTOR SPDR TR81369Y852986$640.02%
152ISHARES TR464288513862$640.02%
153WASTE MGMT INC DEL94106L109367$630.02%
154SPDR SER TR78464A763516$630.02%
155VANGUARD SCOTTSDALE FDS92206C7061,058$620.02%
156PFIZER INCPFE1,715$620.02%
157ABBVIE INCABBV467$620.02%
158SCHWAB STRATEGIC TR8085247062,500$610.02%
159INVESCO EXCHANGE TRADED FD TIVZ387$590.02%
160ISHARES TR464287697720$580.02%
161PAYCHEX INCPAYX514$570.01%
162GENERAL ELECTRIC CO369604301509$550.01%
163FORD MTR CO DEL3453708603,606$540.01%
164VENTAS INCVTR1,154$540.01%
165NETFLIX INCNFLX122$530.01%
166VANGUARD INDEX FDS922908512384$530.01%
167APOLLO COML REAL EST FIN INC03762U1054,612$520.01%
168AT&T INCT-PC3,276$520.01%
169ABBOTT LABSABLZF479$520.01%
170ETF SER SOLUTIONS26922A8422,433$520.01%
171PAYPAL HLDGS INCPYPL774$510.01%
172ISHARES TR464287614183$500.01%
173HONEYWELL INTL INC438516106240$490.01%
174VANGUARD INDEX FDS922908611297$490.01%
175PIMCO ETF TR72201R775532$480.01%
176MICRON TECHNOLOGY INCMU771$480.01%
177HESS MIDSTREAM LPHESM1,500$460.01%
178VANGUARD WHITEHALL FDS921946406442$460.01%
179ZIMMER BIOMET HOLDINGS INCZBH310$450.01%
180VANGUARD INTL EQUITY INDEX F922042742460$440.01%
181ALIGN TECHNOLOGY INCALGN127$440.01%
182AMGEN INCAMGN202$440.01%
183TJX COS INC NEW872540109513$430.01%
184ISHARES TR464287564760$420.01%
185MONDELEZ INTL INC609207105575$410.01%
186INVESCO EXCHANGE TRADED FD TIVZ246$400.01%
187VANGUARD BD INDEX FDS921937827530$400.01%
188MAIN STR CAP CORP56035L1041,006$400.01%
189ISHARES SILVER TRSLV1,900$390.01%
190ISHARES TR464287242354$380.01%
191APPLE INCAAPL191$370.01%
192MASTERCARD INCORPORATEDMA96$370.01%
193ISHARES TR464287408232$370.01%
194CARMAX INCKMX450$370.01%
195BHP GROUP LTDBHPLF589$350.01%
196ISHARES TR46434V407825$340.01%
197COCA COLA COKO580$340.01%
198LAUDER ESTEE COS INC518439104178$340.01%
199INVESCO EXCHANGE TRADED FD TIVZ223$330.01%
200TRINET GROUP INCTNET354$330.01%
201VANGUARD INTL EQUITY INDEX F922042866465$320.01%
202ISHARES TR46432F396222$320.01%
203ISHARES TR464287622130$310.01%
204ISHARES GOLD TRIAU858$310.01%
205SCHWAB STRATEGIC TR808524797437$310.01%
206VANGUARD INDEX FDS922908553375$310.01%
207COSTCO WHSL CORP NEW22160K10559$310.01%
208VANGUARD BD INDEX FDS921937835437$310.01%
209MARVELL TECHNOLOGY INCMRVL524$310.01%
210ISHARES TR464287598195$300.01%
211INVESCO ACTVELY MNGD ETC FDIVZ2,234$300.01%
212CARNIVAL CORPCUKPF1,541$290.01%
213CANADIAN NATL RY CO136375102236$280.01%
214CANADIAN PACIFIC KANSAS CITYCP351$280.01%
215ISHARES TR464288877588$280.01%
216FIRST HORIZON CORPORATIONFHN-PH2,429$270.01%
217ENLINK MIDSTREAM LLC29336T1002,558$270.01%
218QUALCOMM INCQCOM228$270.01%
219SELECT SECTOR SPDR TR81369Y506326$260.01%
220SCHWAB STRATEGIC TR808524722624$260.01%
221CUMMINS INCCMI110$260.01%
222VANGUARD INDEX FDS922908629120$260.01%
223APPLIED MATLS INC038222105174$250.01%
224ETF MANAGERS TR26924G201500$250.01%
225JPMORGAN CHASE & COVYLD170$240.01%
226LEIDOS HOLDINGS INCLDOS277$240.01%
227AMERICAN WTR WKS CO INC NEW030420103170$240.01%
228ISHARES TR46429B747246$240.01%
229VANGUARD SCOTTSDALE FDS92206C680352$240.01%
230RITHM CAPITAL CORPRITM-PF2,625$240.01%
231NVIDIA CORPORATIONNVDA58$240.01%
232DOW INCDOW469$240.01%
233SELECT SECTOR SPDR TR81369Y308314$230.01%
234DECKERS OUTDOOR CORPDECK45$230.01%
235EXACT SCIENCES CORP30063P105250$230.01%
236METLIFE INCMET-PF410$230.01%
237MCDONALDS CORPMCD78$230.01%
238WISDOMTREE TRWT525$220.01%
239PEPSICO INCPEP124$220.01%
240DUKE ENERGY CORP NEWDUKB249$220.01%
241SELECT SECTOR SPDR TR81369Y100258$210.01%
242ISHARES TR464287473192$210.01%
243REINSURANCE GRP OF AMERICA I759351604154$210.01%
244PROSPECT CAP CORPPSEC-PA3,410$210.01%
245VANGUARD INDEX FDS922908744151$210.01%
246VANGUARD INDEX FDS92290873677$210.01%
247TOPGOLF CALLAWAY BRANDS CORP1311931041,100$210.01%
248PLAINS GP HLDGS L PPAGP1,391$200.01%
249HYATT HOTELS CORPH175$200.01%
250NEXTERA ENERGY INCNEE-PW278$200.01%
251ARCHER DANIELS MIDLAND COADM254$190.00%
252VANGUARD SCOTTSDALE FDS92206C706328$190.00%
2533M COMMM197$190.00%
254COHEN & STEERS QUALITY INCOM19247L1061,650$190.00%
255ANALOG DEVICES INCADI94$180.00%
256GILEAD SCIENCES INCGILD240$180.00%
257VANECK ETF TRUST92189H300709$180.00%
258SPDR SER TR78464A722460$180.00%
259PRUDENTIAL FINL INCPUKPF200$170.00%
260VANGUARD SCOTTSDALE FDS92206C771383$170.00%
261ONEOK INC NEWOKE281$170.00%
262BLACKROCK INCBLK25$170.00%
263SPDR DOW JONES INDL AVERAGE78467X10948$160.00%
264COLGATE PALMOLIVE COCL218$160.00%
265AIRBNB INCABNB126$160.00%
266BROADCOM INCAVGO19$160.00%
267VANGUARD SPECIALIZED FUNDS921908844102$160.00%
268ALPS ETF TR00162Q858334$160.00%
269ADOBE SYSTEMS INCORPORATEDADBE33$160.00%
270BRITISH AMERN TOB PLC110448107500$160.00%
271ALLIANCEBERNSTEIN HLDG L P01881G106500$160.00%
272DUPONT DE NEMOURS INCDD236$160.00%
273ISHARES TR464287234401$150.00%
274PROCTER AND GAMBLE CO742718109102$150.00%
275INVESCO EXCH TRADED FD TR IIIVZ100$150.00%
276VANGUARD INDEX FDS92290875180$150.00%
277ALPS ETF TR00162Q452400$150.00%
278LITHIA MTRS INC53679710350$150.00%
279PEAKSTONE REALTY TRUSTPKST559$150.00%
280VERIZON COMMUNICATIONS INCVZ384$140.00%
281ROYAL CARIBBEAN GROUPV7780T103135$140.00%
282AMERICAN AIRLS GROUP INC02376R102833$140.00%
283INTERNATIONAL PAPER CO460146103465$140.00%
284OXFORD INDS INC691497309150$140.00%
285GENERAL MTRS CO37045V100367$140.00%
286VERIZON COMMUNICATIONS INCVZ368$130.00%
287GE HEALTHCARE TECHNOLOGIES IGEHC167$130.00%
288HANCOCK WHITNEY CORPORATIONHWCPZ359$130.00%
289PROLOGIS INC.PLDGP109$130.00%
290UBER TECHNOLOGIES INCUBER303$130.00%
291MORGAN STANLEYMS-PQ154$130.00%
292SPDR SER TR78468R663152$130.00%
293SCHWAB STRATEGIC TR808524870261$130.00%
294WISDOMTREE TRWT443$120.00%
295ISHARES TR464288752147$120.00%
296ISHARES TR464287739144$120.00%
297COCA COLA COKO201$120.00%
298F&G ANNUITIES & LIFE INCFGSN507$120.00%
299MAYVILLE ENGR CO INC5786051071,000$120.00%
300SKYWORKS SOLUTIONS INCSWKS100$110.00%
301LINDE PLCLIN29$110.00%
302SCOTTS MIRACLE-GRO COSMG188$110.00%
303ISHARES TR46429B267512$110.00%
304ISHARES TR46429B697161$110.00%
305ISHARES TR464287671121$110.00%
306CORTEVA INCCTVA194$110.00%
307IDEXX LABS INC45168D10420$100.00%
308ICAHN ENTERPRISES LPIEP356$100.00%
309ISHARES TR464287309156$100.00%
310ISHARES TR464288414101$100.00%
311ISHARES TR464287333151$100.00%
312GSK PLCGLAXF300$100.00%
313ISHARES TR46434V613222$100.00%
314CVS HEALTH CORPCVS147$100.00%
315VANGUARD ADMIRAL FDS INC92193250540$100.00%
316SPDR SER TR78464A714159$100.00%
317MADISON SQUARE GARDEN ENTMT558256103300$100.00%
318LIVE NATION ENTERTAINMENT INLYV107$90.00%
319SCHWAB STRATEGIC TR808524755288$90.00%
320ROKU INCROKU150$90.00%
321BOSTON SCIENTIFIC CORPBSX170$90.00%
322VANGUARD WORLD FDS92204A80152$90.00%
323QUEST DIAGNOSTICS INCDGX67$90.00%
324ISHARES TR464287127160$90.00%
325ACCENTURE PLC IRELANDACN30$90.00%
326ZOETIS INCZTS52$80.00%
327WESTERN ASSET EMERGING MKTS95766A1011,039$80.00%
328LAMB WESTON HLDGS INCLW77$80.00%
329SCHWAB STRATEGIC TR808524102165$80.00%
330SALESFORCE INCCRM41$80.00%
331INVESCO EXCHANGE TRADED FD TIVZ23$80.00%
332TYSON FOODS INCTSN173$80.00%
333TEMPLETON GLOBAL INCOME FD8801981062,070$80.00%
334SPHERE ENTERTAINMENT COSPHR300$80.00%
335DOMINION ENERGY INCD144$70.00%
336SIRIUS XM HOLDINGS INCSIRI1,584$70.00%
337SELECT SECTOR SPDR TR81369Y886111$70.00%
338SERVICENOW INCNOW14$70.00%
339SCHWAB STRATEGIC TR808524847406$70.00%
340KELLOGG COBEKE108$70.00%
341HOWARD HUGHES CORPHHH96$70.00%
342ADVANCED MICRO DEVICES INCAMD68$70.00%
343RPM INTL INC74968510381$70.00%
344ISHARES TR46429B689104$70.00%
345ISHARES TR46428828189$70.00%
346ISHARES TR464288273130$70.00%
347GOLDMAN SACHS GROUP INCGSCE23$70.00%
348VANGUARD INTL EQUITY INDEX F92204271871$70.00%
349INVESCO EXCHANGE TRADED FD TIVZ100$70.00%
350CSX CORPCSX227$70.00%
351VANGUARD INTL EQUITY INDEX F922042858192$70.00%
352ALPHABET INCGOOG60$70.00%
353EVERGY INCEVRG121$70.00%
354EATON VANCE TAX-MANAGED GLOBETN1,000$70.00%
355STRYKER CORPORATIONSYK24$70.00%
356CONAGRA BRANDS INCCAG200$60.00%
357ILLINOIS TOOL WKS INC45230810924$60.00%
358ASTRAZENECA PLCAZN87$60.00%
359SHERWIN WILLIAMS COSHW23$60.00%
360AMAZON COM INCAMZN53$60.00%
361COHEN & STEERS INFRASTRUCTUR19248A109267$60.00%
362ISHARES TR46428760680$60.00%
363ISHARES TR46428749993$60.00%
364VANGUARD WORLD FDS92204A60331$60.00%
365TOTALENERGIES SETTE110$60.00%
366SPDR INDEX SHS FDS78463X772200$60.00%
367INVESCO EXCH TRADED FD TR IIIVZ230$60.00%
368GENTEX CORPGNTX224$60.00%
369ORACLE CORPORCL-PD54$60.00%
370CLEARBRIDGE MLP AND MIDSTRM184692200200$60.00%
371TREX CO INCTREX100$60.00%
372TRACTOR SUPPLY COTSCO30$60.00%
373THE TRADE DESK INC88339J10580$60.00%
374SIMMONS 1ST NATL CORP828730200345$50.00%
375KIMCO RLTY CORP49446R109286$50.00%
376FLEXSHARES TRFLEX144$50.00%
377HERSHEY COHSY22$50.00%
378REALTY INCOME CORPO88$50.00%
379ISHARES TR464287341144$50.00%
380ANHEUSER BUSCH INBEV SA/NVBUDFF100$50.00%
381INTUITINTU13$50.00%
382OREILLY AUTOMOTIVE INC67103H1076$50.00%
383OKTA INCOKTA82$50.00%
384NIKE INCNKE53$50.00%
385MPLX LPMPLXP150$50.00%
386UNIVERSAL HLTH SVCS INC91390310038$50.00%
387TESLA INCTSLA21$50.00%
388MASTERCARD INCORPORATEDMA13$50.00%
389SPDR SER TR78464A391239$50.00%
390SPDR SER TR78468R62263$50.00%
391VERTICAL CAP INCOME FDCCID500$40.00%
392VERTEX PHARMACEUTICALS INCVRTX12$40.00%
393AMERISOURCEBERGEN CORPCOR21$40.00%
394AMERICAN INTL GROUP INC02687478473$40.00%
395SPDR INDEX SHS FDS78463X749110$40.00%
396HP INCHPQ161$40.00%
397JOHNSON CTLS INTL PLCG5150210560$40.00%
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