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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 Q4 2023 · Filed October 20, 2023 · Accession 0001792704-23-000009

Total Value
$350,155
Positions
1,512
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS92203C3031,095,221$53,87315.40%
2VANGUARD TAX-MANAGED FDS9219438581,057,488$46,23313.22%
3VANGUARD INDEX FDS92290836370,490$27,6817.92%
4VANGUARD CHARLOTTE FDS92203J407546,301$26,1297.47%
5VANGUARD WHITEHALL FDS921946406162,119$16,7504.79%
6VANGUARD INDEX FDS92290861194,839$15,1254.32%
7VANGUARD INDEX FDS922908512114,788$15,0324.30%
8VANGUARD INDEX FDS92290876968,660$14,5844.17%
9VANGUARD INDEX FDS922908553171,266$12,9573.70%
10INVESCO ACTVELY MNGD ETC FDIVZ750,360$11,2173.21%
11PIMCO ETF TR72201R833101,041$10,1182.89%
12DIMENSIONAL ETF TRUST25434V708374,041$9,7992.80%
13VANGUARD INDEX FDS92290862944,399$9,2452.64%
14VANGUARD INTL EQUITY INDEX F922042858122,485$4,8021.37%
15VANGUARD BD INDEX FDS92193782760,980$4,5831.31%
16ISHARES TR46432F84268,727$4,4221.26%
17HALLIBURTON COHAL101,636$4,1161.18%
18BANK NEW YORK MELLON CORP06405810090,667$3,8661.11%
19EXXON MOBIL CORPXOM31,378$3,6891.05%
20VANGUARD MALVERN FDS92202080563,534$3,0030.86%
21APPLE INCAAPL15,138$2,5910.74%
22BOEING COBA-PA13,508$2,5890.74%
23SERVICE CORP INTL81756510438,786$2,2160.63%
24KINDER MORGAN INC DELEP-PC124,651$2,0660.59%
25VANGUARD WORLD FDS92204A40524,924$2,0010.57%
26VANGUARD ADMIRAL FDS INC92193270313,109$1,9490.56%
27VANGUARD WORLD FDS92204A30614,127$1,7900.51%
28ENTERPRISE PRODS PARTNERS L29379210763,666$1,7420.50%
29VANGUARD INDEX FDS9229087366,295$1,7140.49%
30ISHARES TR46428722618,001$1,6920.48%
31BARCLAYS BANK PLCVXZ39,595$1,2720.36%
32DEVON ENERGY CORP NEW25179M10322,094$1,0530.30%
33MICROSOFT CORPMSFT3,311$1,0450.30%
34AMAZON COM INCAMZN6,452$8200.23%
35ISHARES TR4642878048,198$7730.22%
36ENERGY TRANSFER L PET-PI53,035$7440.21%
37BERKSHIRE HATHAWAY INC DELBRK-A2,011$7040.20%
38WELLS FARGO CO NEW94974610117,225$7030.20%
39SPDR SER TR78464A6078,389$6950.20%
40CHEVRON CORP NEWCVX4,057$6840.20%
41THERMO FISHER SCIENTIFIC INCTMO1,335$6750.19%
42BERKSHIRE HATHAWAY INC DELBRK-A1,859$6510.19%
43ISHARES TR4642872001,346$5770.16%
44TESLA INCTSLA2,278$5700.16%
45ELI LILLY & COLLY1,049$5630.16%
46UNITED AIRLS HLDGS INCUNTCW12,275$5190.15%
47ISHARES TR4642875071,643$4090.12%
48ISHARES TR4642878794,300$3830.11%
49UNION PAC CORPUNP1,847$3760.11%
50JPMORGAN CHASE & COVYLD2,545$3690.11%
51ISHARES INC46434G1037,460$3550.10%
52WP CAREY INC92936U1096,388$3450.10%
53WISDOMTREE TRWT9,783$3420.10%
54ISHARES TR46432F3392,440$3210.09%
55ALPHABET INCGOOG2,301$3010.09%
56CONOCOPHILLIPSCOP2,511$3000.09%
57SYSCO CORPSYY4,343$2860.08%
58ISHARES TR4642874654,092$2820.08%
59SCHWAB STRATEGIC TR8085242015,346$2700.08%
60WISDOMTREE TRWT8,437$2690.08%
61INTUITIVE SURGICAL INCISRG917$2680.08%
62BRISTOL-MYERS SQUIBB COCELG-RI4,267$2470.07%
63VANGUARD CHARLOTTE FDS92203J4075,020$2400.07%
64ISHARES TR4642871682,176$2340.07%
65ISHARES INC46434G7644,644$2310.07%
66META PLATFORMS INCMETA757$2270.06%
67INVESCO QQQ TRIVZ630$2250.06%
68VANGUARD TAX-MANAGED FDS9219438584,985$2170.06%
69CONSOLIDATED EDISON INCED2,512$2140.06%
70SCHWAB STRATEGIC TR8085248055,960$2020.06%
71SELECT SECTOR SPDR TR81369Y6056,069$2010.06%
72SPDR GOLD TRGLD1,143$1950.06%
73AMERICAN CENTY ETF TR0250726043,610$1900.05%
74WISDOMTREE TRWT4,837$1810.05%
75SHELL PLCRYDAF2,788$1790.05%
76VANGUARD INDEX FDS922908637886$1730.05%
77MERCK & CO INCMRK1,604$1650.05%
78VANGUARD BD INDEX FDS92203C3033,307$1620.05%
79LOWES COS INC548661107774$1600.05%
80NUCOR CORPNUE1,027$1600.05%
81SCHWAB STRATEGIC TR8085245082,347$1580.05%
82NUCOR CORPNUE1,000$1560.04%
83SPDR SER TR78464A4092,552$1510.04%
84WALMART INCWMT935$1490.04%
85VANGUARD WORLD FDS92204A207817$1490.04%
86SOUTHERN COSOMN2,243$1450.04%
87EOG RES INCEOG1,146$1450.04%
88THIRD COAST BANCSHARES INCTCBX8,300$1410.04%
89PACER FDS TR69374H1053,331$1330.04%
90CALAVO GROWERS INCCVGW5,154$1300.04%
91ISHARES TR464287655722$1270.04%
92INTERNATIONAL BUSINESS MACHSINTR900$1260.04%
93ISHARES TR4642876631,669$1240.04%
94HOME DEPOT INCHD402$1210.03%
95ENBRIDGE INCENNPF3,562$1190.03%
96BP PLCBPPFF3,079$1190.03%
97PHILLIPS 66PSX977$1170.03%
98MCKESSON CORPMCK264$1140.03%
99SPDR S&P 500 ETF TRSPY266$1130.03%
100MARATHON PETE CORPMARA744$1120.03%
101AMERICAN EXPRESS COAXP741$1100.03%
102MICROCHIP TECHNOLOGY INC.MCHPP1,385$1080.03%
103SELECT SECTOR SPDR TR81369Y803664$1080.03%
104VANGUARD INTL EQUITY INDEX F9220427752,090$1080.03%
105SELECT SECTOR SPDR TR81369Y7041,057$1070.03%
106UNITEDHEALTH GROUP INCUNH207$1040.03%
107ISHARES TR464288760987$1040.03%
108LOCKHEED MARTIN CORPLMT252$1030.03%
109VANGUARD INDEX FDS922908363254$990.03%
110NVIDIA CORPORATIONNVDA227$980.03%
111SELECT SECTOR SPDR TR81369Y209740$950.03%
112INTEL CORPINTC2,611$920.03%
113SELECT SECTOR SPDR TR81369Y407537$860.02%
114ALTRIA GROUP INCMO2,044$850.02%
115ALPHABET INCGOOG647$850.02%
116VANGUARD INDEX FDS922908512655$850.02%
117DISNEY WALT CO2546871061,044$840.02%
118COMCAST CORP NEWCCZ1,831$810.02%
119JOHNSON & JOHNSONJNJ521$810.02%
120VANGUARD WORLD FDS92204A504345$800.02%
121SCHWAB STRATEGIC TR8085248391,830$800.02%
122SCHWAB STRATEGIC TR8085243001,113$800.02%
123ONEOK INC NEWOKE1,253$790.02%
124ABBVIE INCABBV535$790.02%
125AUTOMATIC DATA PROCESSING INADP322$770.02%
126TEXAS INSTRS INC882508104485$770.02%
127ISHARES TR464287176743$770.02%
128MCDONALDS CORPMCD292$760.02%
129MICROSOFT CORPMSFT242$760.02%
130SCHWAB STRATEGIC TR8085246071,841$760.02%
131CATERPILLAR INCCAT277$750.02%
132SHOPIFY INCSHOP1,336$720.02%
133STARBUCKS CORPSBUX797$720.02%
134HESS MIDSTREAM LPHESM2,500$720.02%
135DARDEN RESTAURANTS INCDRI493$700.02%
136BANK AMERICA CORP0605051042,528$690.02%
137VANGUARD SCOTTSDALE FDS92206C7061,186$670.02%
138VISA INCV291$660.02%
139TARGET CORPTGT595$650.02%
140CISCO SYS INCCSCO1,216$650.02%
141SELECT SECTOR SPDR TR81369Y852986$640.02%
142IRON MTN INC DEL46284V1011,088$640.02%
143ISHARES TR464288513862$630.02%
144DEERE & CODE165$620.02%
145GENESIS ENERGY L PGEL6,000$610.02%
146PIMCO ETF TR72201R833618$610.02%
147CITIGROUP INCC-PR1,487$610.02%
148PFIZER INCPFE1,851$610.02%
149SCHWAB STRATEGIC TR8085247062,538$600.02%
150PAYCHEX INCPAYX523$600.02%
151GENERAL ELECTRIC CO369604301538$590.02%
152SPDR SER TR78464A763516$590.02%
153INVESCO EXCHANGE TRADED FD TIVZ1,935$580.02%
154VANGUARD INDEX FDS922908611364$580.02%
155WASTE MGMT INC DEL94106L109378$570.02%
156AMGEN INCAMGN210$560.02%
157SOUTHWEST AIRLS CO8447411082,100$560.02%
158TRINET GROUP INCTNET463$530.02%
159AMAZON COM INCAMZN422$530.02%
160MICRON TECHNOLOGY INCMU776$520.01%
161ISHARES TR464287697720$520.01%
162DELTA AIR LINES INC DELDAL1,396$510.01%
163TJX COS INC NEW872540109560$490.01%
164VENTAS INCVTR1,166$490.01%
165ISHARES TR464287614183$480.01%
166NETFLIX INCNFLX127$470.01%
167ABBOTT LABSABLZF495$470.01%
168PIMCO ETF TR72201R775532$460.01%
169PAYPAL HLDGS INCPYPL792$460.01%
170VANGUARD WHITEHALL FDS921946406442$450.01%
171FORD MTR CO DEL3453708603,564$440.01%
172VANGUARD INDEX FDS922908553576$430.01%
173VANGUARD INTL EQUITY INDEX F922042742460$420.01%
174MASTERCARD INCORPORATEDMA106$410.01%
175ETF SER SOLUTIONS26922A8422,433$410.01%
176APPLE INCAAPL236$400.01%
177MONDELEZ INTL INC609207105578$400.01%
178MAIN STR CAP CORP56035L1041,006$400.01%
179INVESCO EXCHANGE TRADED FD TIVZ1,230$390.01%
180VANGUARD BD INDEX FDS921937827530$390.01%
181HONEYWELL INTL INC438516106216$390.01%
182ISHARES TR464287564760$380.01%
183ISHARES SILVER TRSLV1,900$380.01%
184COSTCO WHSL CORP NEW22160K10565$360.01%
185ISHARES TR464287242354$360.01%
186ZIMMER BIOMET HOLDINGS INCZBH315$350.01%
187JPMORGAN CHASE & COVYLD243$350.01%
188ISHARES TR464287408232$350.01%
189BHP GROUP LTDBHPLF589$330.01%
190ISHARES TR46434V407825$330.01%
191INVESCO EXCHANGE TRADED FD TIVZ223$310.01%
192ENLINK MIDSTREAM LLC29336T1002,558$310.01%
193CARMAX INCKMX450$310.01%
194VANGUARD INTL EQUITY INDEX F922042866465$310.01%
195DOW INCDOW598$300.01%
196ISHARES TR464287622130$300.01%
197SCHWAB STRATEGIC TR808524797437$300.01%
198ISHARES GOLD TRIAU869$300.01%
199INVESCO ACTVELY MNGD ETC FDIVZ2,004$290.01%
200MARVELL TECHNOLOGY INCMRVL549$290.01%
201SELECT SECTOR SPDR TR81369Y506326$290.01%
202VANGUARD INDEX FDS922908736107$290.01%
203META PLATFORMS INCMETA96$280.01%
204ISHARES TR464288877588$280.01%
205VANGUARD BD INDEX FDS921937835387$270.01%
206CANADIAN PACIFIC KANSAS CITYCP351$260.01%
207FIRST HORIZON CORPORATIONFHN-PH2,429$260.01%
208LAUDER ESTEE COS INC518439104181$260.01%
209QUALCOMM INCQCOM237$260.01%
210METLIFE INCMET-PF418$260.01%
211SCHWAB STRATEGIC TR808524722624$250.01%
212CANADIAN NATL RY CO136375102236$250.01%
213APPLIED MATLS INC038222105181$250.01%
214CUMMINS INCCMI110$250.01%
215VANGUARD SCOTTSDALE FDS92206C680353$240.01%
216RITHM CAPITAL CORPRITM-PF2,625$240.01%
217VANGUARD INDEX FDS922908629120$240.01%
218PEPSICO INCPEP138$230.01%
219ALPS ETF TR00162Q452568$230.01%
220PRUDENTIAL FINL INCPUKPF248$230.01%
221ISHARES TR46429B747241$230.01%
222PLAINS GP HLDGS L PPAGP1,391$220.01%
223BROADCOM INCAVGO26$210.01%
224CARNIVAL CORPCUKPF1,541$210.01%
225WISDOMTREE TRWT525$210.01%
226SELECT SECTOR SPDR TR81369Y308314$210.01%
227ISHARES TR464287598144$210.01%
228PROSPECT CAP CORPPSEC-PA3,509$210.01%
229AT&T INCT-PC1,377$200.01%
230NVIDIA CORPORATIONNVDA48$200.01%
231NEXTERA ENERGY INCNEE-PW351$200.01%
232AMERICAN WTR WKS CO INC NEW030420103166$200.01%
233ADOBE INCADBE40$200.01%
234MCDONALDS CORPMCD78$200.01%
235DUKE ENERGY CORP NEWDUKB235$200.01%
236DUPONT DE NEMOURS INCDD273$200.01%
237SELECT SECTOR SPDR TR81369Y100258$200.01%
238ISHARES TR464287473192$200.01%
239PROCTER AND GAMBLE CO742718109142$200.01%
240VANGUARD INDEX FDS922908744151$200.01%
241KENVUE INCKVUE980$190.01%
242COCA COLA COKO323$180.01%
243VANGUARD SCOTTSDALE FDS92206C706328$180.01%
244VANGUARD SCOTTSDALE FDS92206C771419$180.01%
245SPDR SER TR78464A722460$180.01%
246BLACKROCK INCBLK28$180.01%
247VANECK ETF TRUST92189H300709$160.00%
248ANALOG DEVICES INCADI96$160.00%
249SPDR DOW JONES INDL AVERAGE78467X10948$160.00%
250TOPGOLF CALLAWAY BRANDS CORP1311931041,100$150.00%
251COLGATE PALMOLIVE COCL217$150.00%
252OCCIDENTAL PETE CORP674599105237$150.00%
253ALPS ETF TR00162Q858334$150.00%
254VANGUARD SPECIALIZED FUNDS921908844102$150.00%
255ALLIANCEBERNSTEIN HLDG L P01881G106500$150.00%
256INTERNATIONAL PAPER CO460146103449$150.00%
257BRITISH AMERN TOB PLC110448107500$150.00%
2583M COMMM161$150.00%
259VANGUARD INDEX FDS92290875180$150.00%
260DIREXION SHS ETF TR25460G823902$140.00%
261OXFORD INDS INC691497309150$140.00%
262UBER TECHNOLOGIES INCUBER326$140.00%
263F&G ANNUITIES & LIFE INCFGSN507$140.00%
264LINDE PLCLIN38$140.00%
265INVESCO EXCH TRADED FD TR IIIVZ100$140.00%
266ZOETIS INCZTS78$130.00%
267HANCOCK WHITNEY CORPORATIONHWCPZ373$130.00%
268SPDR SER TR78468R663152$130.00%
269MORGAN STANLEYMS-PQ163$130.00%
270DANAHER CORPORATION23585110256$130.00%
271ROYAL CARIBBEAN GROUPV7780T103140$120.00%
272CVS HEALTH CORPCVS183$120.00%
273GE HEALTHCARE TECHNOLOGIES IGEHC182$120.00%
274SALESFORCE INCCRM56$110.00%
275VERIZON COMMUNICATIONS INCVZ340$110.00%
276AMERICAN AIRLS GROUP INC02376R102929$110.00%
277SPHERE ENTERTAINMENT COSPHR300$110.00%
278GENERAC HLDGS INCGNRC105$110.00%
279WISDOMTREE TRWT443$110.00%
280ROKU INCROKU156$110.00%
281ISHARES TR464288752147$110.00%
282ISHARES TR464287739144$110.00%
283ISHARES TR46429B697161$110.00%
284ISHARES TR464287234309$110.00%
285ISHARES TR464287671121$110.00%
286INTUITINTU21$100.00%
287VERIZON COMMUNICATIONS INCVZ331$100.00%
288GSK PLCGLAXF300$100.00%
289ADVANCED MICRO DEVICES INCAMD98$100.00%
290STRYKER CORPORATIONSYK37$100.00%
291MAYVILLE ENGR CO INC5786051071,000$100.00%
292GENERAL MTRS CO37045V100307$100.00%
293BOSTON SCIENTIFIC CORPBSX194$100.00%
294ACCENTURE PLC IRELANDACN34$100.00%
295JOHNSON & JOHNSONJNJ65$100.00%
296ISHARES TR464287309156$100.00%
297ISHARES TR464288414101$100.00%
298ISHARES TR464287333151$100.00%
299PROLOGIS INC.PLDGP96$100.00%
300SCHWAB STRATEGIC TR808524755334$100.00%
301VANGUARD ADMIRAL FDS INC92193250540$90.00%
302ORACLE CORPORCL-PD90$90.00%
303PEAKSTONE REALTY TRUSTPKST559$90.00%
304TYSON FOODS INCTSN191$90.00%
305COCA COLA COKO174$90.00%
306SPDR SER TR78464A714159$90.00%
307MADISON SQUARE GARDEN ENTMT558256103300$90.00%
308SKYWORKS SOLUTIONS INCSWKS100$90.00%
309SHERWIN WILLIAMS COSHW37$90.00%
310CORTEVA INCCTVA182$90.00%
311ISHARES TR464287127160$90.00%
312SCHWAB STRATEGIC TR808524870188$90.00%
313SCOTTS MIRACLE-GRO COSMG188$90.00%
314DISCOVER FINL SVCS254709108100$80.00%
315IDEXX LABS INC45168D10420$80.00%
316VANGUARD WORLD FDS92204A80152$80.00%
317TESLA INCTSLA34$80.00%
318MEDTRONIC PLCMDT110$80.00%
319LIVE NATION ENTERTAINMENT INLYV107$80.00%
320WESTERN ASSET EMERGING MKTS95766A1011,039$80.00%
321QUEST DIAGNOSTICS INCDGX67$80.00%
322SCHWAB STRATEGIC TR808524102165$80.00%
323CHUBB LIMITEDCB36$70.00%
324INVESCO EXCHANGE TRADED FD TIVZ230$70.00%
325ILLINOIS TOOL WKS INC45230810931$70.00%
326ICAHN ENTERPRISES LPIEP356$70.00%
327HOWARD HUGHES HOLDINGS INCHHH96$70.00%
328OREILLY AUTOMOTIVE INC67103H1078$70.00%
329TEMPLETON GLOBAL INCOME FD8801981062,070$70.00%
330ALPHABET INCGOOG60$70.00%
331MOODYS CORPMCO25$70.00%
332GOLDMAN SACHS GROUP INCGSCE22$70.00%
333MARRIOTT INTL INC NEW57190320237$70.00%
334GENTEX CORPGNTX224$70.00%
335SIRIUS XM HOLDINGS INCSIRI1,584$70.00%
336SERVICENOW INCNOW13$70.00%
337RPM INTL INC74968510381$70.00%
338LAMB WESTON HLDGS INCLW82$70.00%
339CLEARBRIDGE MLP AND MIDSTRM184692200200$70.00%
340KRAFT HEINZ COKHC227$70.00%
341VANGUARD INTL EQUITY INDEX F922042858192$70.00%
342ECOLAB INCECL46$70.00%
343EATON VANCE TAX-MANAGED GLOBETN1,000$70.00%
344VANGUARD INTL EQUITY INDEX F92204271871$70.00%
345EATON CORP PLCETN34$70.00%
346RIVIAN AUTOMOTIVE INCRIVN293$70.00%
347QUALCOMM INCQCOM70$70.00%
348ISHARES TR46428828189$70.00%
349ISHARES TR464288273130$70.00%
350SCHWAB STRATEGIC TR808524847426$70.00%
351TOTALENERGIES SETTE110$70.00%
352FEDEX CORPFDX23$60.00%
353UNIVERSAL HLTH SVCS INC91390310050$60.00%
354OKTA INCOKTA81$60.00%
355DOMINION ENERGY INCD144$60.00%
356INVESCO EXCHANGE TRADED FD TIVZ100$60.00%
357TREX CO INCTREX100$60.00%
358TRACTOR SUPPLY COTSCO31$60.00%
359NIKE INCNKE64$60.00%
360VANGUARD WORLD FDS92204A60331$60.00%
361EVERGY INCEVRG132$60.00%
362SPDR INDEX SHS FDS78463X772200$60.00%
363MARSH & MCLENNAN COS INC57174810233$60.00%
364GILEAD SCIENCES INCGILD81$60.00%
365LAM RESEARCH CORPLRCX10$60.00%
366KELLANOVABEKE116$60.00%
367CARVANA COCVNA156$60.00%
368SELECT SECTOR SPDR TR81369Y886111$60.00%
369ISHARES TR46428749993$60.00%
370ISHARES TR46429B689104$60.00%
371CONAGRA BRANDS INCCAG251$60.00%
372FLEXSHARES TRFLEX144$50.00%
373PIONEER NAT RES CO72378710725$50.00%
374UNITED PARCEL SERVICE INCUPS38$50.00%
375BECTON DICKINSON & COBDX21$50.00%
376INVESCO EXCH TRADED FD TR IIIVZ230$50.00%
377BAKER HUGHES COMPANYBKR149$50.00%
378PHILIP MORRIS INTL INC71817210959$50.00%
379ASTRAZENECA PLCAZN74$50.00%
380APPLOVIN CORPAPP145$50.00%
381PARKER-HANNIFIN CORPPH15$50.00%
382FIDELITY NATIONAL FINANCIALFNF128$50.00%
383VERTEX PHARMACEUTICALS INCVRTX17$50.00%
384TRANSDIGM GROUP INCTDG6$50.00%
385COHEN & STEERS INFRASTRUCTUR19248A109267$50.00%
386HP INCHPQ209$50.00%
387TRANE TECHNOLOGIES PLCTT29$50.00%
388THE CIGNA GROUP12552310020$50.00%
389SYNOPSYS INCSNPS12$50.00%
390MPLX LPMPLXP150$50.00%
391ANHEUSER BUSCH INBEV SA/NVBUDFF100$50.00%
392SPDR SER TR78464A391258$50.00%
393SPDR SER TR78468R62263$50.00%
394MASTERCARD INCORPORATEDMA13$50.00%
395SIMMONS 1ST NATL CORP828730200345$50.00%
396ELEVANCE HEALTH INCELV13$50.00%
397CHEMOURS COCC210$50.00%
398KIMCO RLTY CORP49446R109286$50.00%
399CSX CORPCSX167$50.00%
400REGENERON PHARMACEUTICALSREGN7$50.00%
401REGENCY CTRS CORP75884910396$50.00%
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