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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

Detalus Advisors, LLC

Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0001799677-25-000004

Total Value
$345.0M
Positions
172
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (172)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854772,309$56.1M16.27%
2ISHARES TR464287309232,067$25.6M7.41%
3ISHARES TR46432F339129,755$23.7M6.88%
4BLACKROCK ETF TRUSTBLK362,476$19.7M5.72%
5ISHARES TR46428710161,312$18.7M5.41%
6ISHARES TR46428740881,124$15.9M4.59%
7INVESCO EXCHANGE TRADED FD TIVZ262,966$10.7M3.11%
8EQUIFAX INCEFX28,000$7.3M2.10%
9VANGUARD SPECIALIZED FUNDS92190884429,789$6.1M1.77%
10VANGUARD INDEX FDS92290836310,649$6.0M1.75%
11BYLINE BANCORP INCBY203,542$5.4M1.58%
12SPDR SERIES TRUST78464A664189,516$5.0M1.46%
13SPDR SERIES TRUST78464A383222,806$4.9M1.43%
14APPLE INCAAPL23,759$4.9M1.41%
15MICROSOFT CORPMSFT9,797$4.9M1.41%
16INVESCO EXCH TRADED FD TR IIIVZ41,202$4.6M1.34%
17WORLD GOLD TRGLDW67,894$4.4M1.29%
18US BANCORP DELUSB-PS85,249$3.9M1.12%
19HCA HEALTHCARE INCHCA10,000$3.8M1.11%
20BLACKROCK ETF TRUST IIBLK69,090$3.7M1.06%
21SPDR SERIES TRUST78468R73968,132$3.3M0.94%
22BLACKROCK ETF TRUSTBLK112,559$3.2M0.94%
23WALMART INCWMT30,226$3.0M0.86%
24ISHARES TR46432F39611,732$2.8M0.82%
25ISHARES TR46435G67255,149$2.8M0.82%
26AMAZON COM INCAMZN12,737$2.8M0.81%
27VANGUARD MUN BD FDS92290774655,820$2.7M0.79%
28ABBVIE INCABBV14,701$2.7M0.79%
29ISHARES TR46428841423,769$2.5M0.72%
30ISHARES TR4642876145,583$2.4M0.69%
31ISHARES TR46429B69724,624$2.3M0.67%
32ALPHABET INCGOOG12,567$2.2M0.64%
33ABBOTT LABSABLZF15,253$2.1M0.60%
34NVIDIA CORPORATIONNVDA13,122$2.1M0.60%
35BLACKROCK ETF TRUST IIBLK42,578$2.1M0.60%
36ISHARES TR4642876225,279$1.8M0.52%
37VANGUARD INDEX FDS9229087363,981$1.7M0.51%
38PEPSICO INCPEP12,155$1.6M0.47%
39JANUS DETROIT STR TR47103U84527,565$1.4M0.41%
40MASTERCARD INCORPORATEDMA2,371$1.3M0.39%
41VISA INCV3,724$1.3M0.38%
42SOUTHERN COSOMN13,935$1.3M0.37%
43WASTE MGMT INC DEL94106L1095,581$1.3M0.37%
44INVESCO EXCHANGE TRADED FD TIVZ29,832$1.3M0.37%
45PROCTER AND GAMBLE CO7427181097,811$1.2M0.36%
46ISHARES TR4642871508,680$1.2M0.34%
47SPDR INDEX SHS FDS78463X88927,874$1.1M0.33%
48VANGUARD WORLD FD9219108162,991$1.1M0.32%
49SPDR INDEX SHS FDS78463X50923,362$998,5000.29%
50INVESCO EXCHANGE TRADED FD TIVZ20,817$952,8020.28%
51ISHARES TR46434V61320,576$951,2170.28%
52ISHARES TR46434V80324,609$934,1530.27%
53HOME DEPOT INCHD2,526$926,0820.27%
54ISHARES TR46428810910,825$902,6970.26%
55COCA COLA COKO12,672$896,5440.26%
56VANGUARD INDEX FDS9229086293,179$889,5940.26%
57ISHARES TR46434V63919,695$808,0860.23%
58SPDR SERIES TRUST78468R8124,924$803,0550.23%
59JPMORGAN CHASE & CO.VYLD2,672$774,6520.22%
60VANGUARD INDEX FDS9229087444,335$766,1510.22%
61JOHNSON & JOHNSONJNJ4,966$758,4940.22%
62ISHARES TR46435G5249,520$751,0700.22%
63ISHARES TR4642874328,504$750,4780.22%
64VANGUARD INDEX FDS9229087692,335$709,6770.21%
65VANGUARD WHITEHALL FDS9219464065,264$701,7830.20%
66ISHARES TR46435G4255,138$695,2220.20%
67COMMERCE BANCSHARES INCCBSH11,119$691,2940.20%
68ELEVANCE HEALTH INCELV1,695$659,0960.19%
69ELI LILLY & COLLY838$653,5190.19%
70PHILIP MORRIS INTL INC7181721093,532$643,2700.19%
71J P MORGAN EXCHANGE TRADED F46641Q83712,620$639,5820.19%
72J P MORGAN EXCHANGE TRADED F46641Q33211,028$626,9660.18%
73ISHARES TR46429B29113,079$625,7120.18%
74AMEREN CORPAEE6,219$597,2880.17%
75SPDR SERIES TRUST78464A50810,539$551,6130.16%
76ISHARES TR46436E32017,500$535,6780.16%
77ISHARES INC46434G7648,331$526,0090.15%
78ISHARES TR46434V3818,033$524,1530.15%
79MCDONALDS CORPMCD1,773$517,9400.15%
80CINTAS CORPCTAS2,304$513,4970.15%
81VANGUARD INTL EQUITY INDEX F9220427757,565$508,5110.15%
82STIFEL FINL CORP8606301024,892$507,6920.15%
83COSTCO WHSL CORP NEW22160K105507$502,2240.15%
84REPUBLIC SVCS INC7607591002,007$494,9390.14%
85SCHWAB STRATEGIC TR80852475512,301$492,2770.14%
86DISNEY WALT CO2546871063,967$491,8870.14%
87NEXTERA ENERGY INCNEE-PW7,006$486,3730.14%
88EXXON MOBIL CORPXOM4,511$486,2640.14%
89WISDOMTREE TRWT5,803$485,9300.14%
90AUTOMATIC DATA PROCESSING INADP1,546$476,7860.14%
91BLACKROCK ETF TRUSTBLK15,791$475,4750.14%
92UNITEDHEALTH GROUP INCUNH1,521$474,6100.14%
93AT&T INCT-PC16,099$465,8950.14%
94ISHARES TR4642876891,314$461,2140.13%
95META PLATFORMS INCMETA625$460,9860.13%
96UNION PAC CORPUNP1,963$451,6470.13%
97SPDR S&P 500 ETF TRSPY730$451,2590.13%
98EMERSON ELEC COEMR3,332$444,2800.13%
99VANECK ETF TRUST92189F52825,646$442,6500.13%
100SPDR SERIES TRUST78464A6987,400$439,4860.13%
101INTERNATIONAL BUSINESS MACHSINTR1,483$437,1590.13%
102BLACKROCK INCBLK416$436,7070.13%
103WELLS FARGO CO NEW9497461015,435$435,4520.13%
104DELL TECHNOLOGIES INCDELL3,544$434,5080.13%
105VERIZON COMMUNICATIONS INCVZ9,963$431,0910.12%
106ISHARES TR46428868714,009$429,7960.12%
107SPIRE INCSRJN5,682$414,7090.12%
108VANGUARD TAX-MANAGED FDS9219438586,949$396,1670.11%
109VANGUARD INDEX FDS9229086371,376$392,5730.11%
110VANECK ETF TRUST92189F6761,402$390,9900.11%
111RTX CORPORATIONRTX2,667$389,4950.11%
112ISHARES TR4642876551,800$388,4310.11%
113ISHARES TR4642873419,865$387,5980.11%
114SPDR SERIES TRUST78464A14413,159$384,5080.11%
115THE CIGNA GROUP1255231001,133$374,5470.11%
116SPDR SERIES TRUST78468R7888,456$358,8630.10%
117SPDR SERIES TRUST78464A3594,299$355,3550.10%
118TAIWAN SEMICONDUCTOR MFG LTD8740391001,558$352,9520.10%
119ISHARES INC46434G1035,876$352,7360.10%
120HONEYWELL INTL INC4385161061,505$350,5500.10%
121SNOWFLAKE INCSNOW1,557$348,3090.10%
122MARSH & MCLENNAN COS INC5717481021,580$345,4510.10%
123SPDR SERIES TRUST78468R86117,912$342,8360.10%
124BLACKROCK ETF TRUSTBLK12,504$341,1130.10%
125LOCKHEED MARTIN CORPLMT728$337,0900.10%
126PROSHARES TR74348A4673,309$333,2160.10%
127CISCO SYS INCCSCO4,660$323,3110.09%
128AMGEN INCAMGN1,147$320,2480.09%
129CAPITAL GROUP CORE EQUITY ET14020V1088,416$310,8030.09%
130ISHARES TR4642874993,256$299,4970.09%
131VANGUARD INDEX FDS9229087511,241$294,0260.09%
132HUBBELL INCHUBB685$279,9560.08%
133BROADCOM INCAVGO1,005$277,0840.08%
134GENERAL MLS INC3703341045,179$268,3280.08%
135BERKSHIRE HATHAWAY INC DELBRK-A540$262,3160.08%
136ISHARES TR4642872422,326$254,9530.07%
137ALTRIA GROUP INCMO4,348$254,9230.07%
138ISHARES TR46432F8423,042$253,9460.07%
139ISHARES TR4642882083,184$253,6460.07%
140SHERWIN WILLIAMS COSHW739$253,6050.07%
141J P MORGAN EXCHANGE TRADED F46641Q7793,938$253,1740.07%
142ADVANCED MICRO DEVICES INCAMD1,753$248,7510.07%
143AB ACTIVE ETFS INC00039J2029,805$246,2040.07%
144ISHARES BITCOIN TRUST ETFIBIT3,998$244,7180.07%
145ISHARES TR4642875073,931$243,7790.07%
146SPDR SERIES TRUST78464A6569,203$239,8290.07%
147SPDR GOLD TRGLD774$235,9380.07%
148PIMCO CORPORATE & INCM STRG72200U10018,578$235,7550.07%
149NETFLIX INCNFLX174$233,0090.07%
150WISDOMTREE TRWT6,740$232,4020.07%
151ISHARES TR46435U1354,351$231,5190.07%
152SPDR SERIES TRUST78464A102975$231,3780.07%
153INVESCO EXCH TRADED FD TR IIIVZ3,125$227,5910.07%
154AUTOZONE INCAZO61$226,4460.07%
155ALPHABET INCGOOG1,236$219,2540.06%
156PIMCO ETF TR72201R2054,070$219,0070.06%
157GOLDMAN SACHS GROUP INCGSCE308$218,0060.06%
158EDGEWELL PERS CARE CO28035Q1029,281$217,2680.06%
159ISHARES TR4642881661,975$216,6580.06%
160PFIZER INCPFE8,882$215,3100.06%
161WP CAREY INC92936U1093,400$212,0920.06%
162INVESCO EXCHANGE TRADED FD TIVZ1,961$211,2250.06%
163INVESCO ACTIVELY MANAGED EXCIVZ4,200$210,5880.06%
164MERCK & CO INCMRK2,657$210,3640.06%
165UNITED PARCEL SERVICE INCUPS2,044$206,2800.06%
166INTUITINTU262$206,0190.06%
167FORD MTR CO34537086014,275$154,8840.04%
168BLACKROCK CORE BD TRBLK12,581$122,2870.04%
169EATON VANCE TAX-MANAGED GLOBETN10,375$89,7440.03%
170ABRDN GLOBAL INCOME FUND INCFCO10,947$69,9510.02%
171GAMCO GLOBAL GOLD NAT RES &36465A10913,323$58,4880.02%
172ATAI LIFE SCIENCES NVN0731H10310,000$21,9000.01%