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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

PFG Private Wealth Management, LLC

Quarter ended Q1 2023 · Filed January 19, 2023 · Accession 0001799957-23-000001

Total Value
$161,125
Positions
389
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (389)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD921910840158,377$16,28910.11%
2VANGUARD INDEX FDS922908744115,609$16,22810.07%
3ISHARES TR46428720042,185$16,20810.06%
4SPDR SER TR78464A409237,044$12,0117.45%
5ISHARES TR46434VAX8303,114$7,5874.71%
6ISHARES TR46434VBG4300,045$7,3274.55%
7ISHARES TR46434VBD1294,943$7,1734.45%
8VANGUARD TAX-MANAGED FDS921943858168,183$7,0594.38%
9ISHARES TR46435U515289,097$7,0224.36%
10ISHARES TR46435UAA9299,998$7,0114.35%
11ISHARES TR46435GAA0298,078$6,9604.32%
12ISHARES TR46436E205312,271$6,9234.30%
13ISHARES TR46428750717,516$4,2372.63%
14ISHARES TR46428781218,698$3,7922.35%
15VANGUARD WORLD FDS92204A87623,341$3,5802.22%
16ISHARES TR46428780426,225$2,4821.54%
17BERKSHIRE HATHAWAY INC DELBRK-A4$1,8751.16%
18VANGUARD WORLD FDS92204A30614,707$1,7841.11%
19VANGUARD INTL EQUITY INDEX F92204286626,875$1,7291.07%
20FIRST TR EXCH TRADED FD III33739N10829,509$1,4790.92%
21ISHARES TR46428841413,009$1,3730.85%
22APPLE INCAAPL7,576$9840.61%
23SPDR S&P 500 ETF TRSPY1,638$6260.39%
24NETFLIX INCNFLX1,679$4950.31%
25BERKSHIRE HATHAWAY INC DELBRK-A1,503$4640.29%
26ISHARES TR46429B6976,301$4540.28%
27ABBVIE INCABBV2,497$4040.25%
28SPDR SER TR78464A64915,657$3930.24%
29JPMORGAN CHASE & COVYLD2,612$3500.22%
30HONEYWELL INTL INC4385161061,522$3260.20%
31NXP SEMICONDUCTORS N VNXPI2,025$3200.20%
32AUTOMATIC DATA PROCESSING INADP1,311$3130.19%
33QUANTA SVCS INC74762E1022,188$3120.19%
34ISHARES TR46429B6556,072$3060.19%
35VANGUARD SCOTTSDALE FDS92206C7144,568$3040.19%
36EXXON MOBIL CORPXOM2,747$3030.19%
37PROCTER AND GAMBLE CO7427181091,972$2990.19%
38ISHARES TR46436E72613,822$2870.18%
39HOME DEPOT INCHD898$2840.18%
40DANAHER CORPORATION2358511021,064$2820.18%
41VALERO ENERGY CORPVLO2,194$2780.17%
42CORTEVA INCCTVA4,593$2700.17%
43EQUINIX INCEQIX403$2640.16%
44SEMPRASREA1,643$2540.16%
45DELL TECHNOLOGIES INCDELL6,277$2520.16%
46AMAZON COM INCAMZN3,000$2520.16%
47ABBOTT LABSABLZF2,211$2430.15%
48GENERAL DYNAMICS CORPGD950$2360.15%
49HORMEL FOODS CORPHRL4,958$2260.14%
50ISHARES TR46434V3814,660$2210.14%
51ASTRAZENECA PLCAZN3,237$2190.14%
52ROPER TECHNOLOGIES INCROP497$2150.13%
53ALPHABET INCGOOG2,305$2050.13%
54ISHARES TR4642878871,886$2040.13%
55VANGUARD ADMIRAL FDS INC9219327031,366$1910.12%
56SOUTHWEST GAS HLDGS INCSWX3,078$1900.12%
57MONSTER BEVERAGE CORP NEWMNST1,831$1860.12%
58KROGER COKR4,079$1820.11%
59ALLIANT ENERGY CORPLNT3,152$1740.11%
60MICROSOFT CORPMSFT719$1730.11%
61PALO ALTO NETWORKS INCPANW1,209$1690.10%
62ISHARES TR464287614773$1660.10%
63PRUDENTIAL FINL INCPUKPF1,603$1590.10%
64PFIZER INCPFE2,930$1500.09%
65MCDONALDS CORPMCD562$1480.09%
66PEPSICO INCPEP796$1440.09%
67LOCKHEED MARTIN CORPLMT294$1430.09%
68ISHARES TR464287622644$1360.08%
69LILLY ELI & COLLY370$1350.08%
70ISHARES TR46434V6212,530$1270.08%
71TYSON FOODS INCTSN1,988$1240.08%
72COCA COLA COKO1,938$1230.08%
73SPDR SER TR78464A763958$1200.07%
74HALLIBURTON COHAL3,032$1190.07%
75DUKE ENERGY CORP NEWDUKB1,141$1180.07%
76ACCENTURE PLC IRELANDACN437$1170.07%
77STMICROELECTRONICS N VSTMEF3,250$1160.07%
78ISHARES TR4642873091,957$1140.07%
79CVS HEALTH CORPCVS1,202$1120.07%
80CONOCOPHILLIPSCOP927$1090.07%
81DEERE & CODE251$1080.07%
82ALPHABET INCGOOG1,185$1050.07%
83JOHNSON & JOHNSONJNJ590$1040.06%
84BLACKROCK INCBLK146$1030.06%
85UNILEVER PLCUNLYF1,971$990.06%
86LOWES COS INC548661107493$980.06%
87ILLINOIS TOOL WKS INC452308109444$980.06%
88CISCO SYS INCCSCO2,033$970.06%
89PIONEER NAT RES CO723787107423$970.06%
90PUBLIC SVC ENTERPRISE GRP IN7445731061,565$960.06%
91BROADCOM INCAVGO172$960.06%
92CITIGROUP INCC-PR2,077$940.06%
93AMERIPRISE FINL INC03076C106301$940.06%
94PAYCHEX INCPAYX794$920.06%
95DTE ENERGY CODTK786$920.06%
96ROYAL BK CDA SUSTAINABL780087102965$910.06%
97KLA CORPKLAC237$890.06%
98NIKE INCNKE754$880.05%
99SPDR S&P MIDCAP 400 ETF TRMDY199$880.05%
100ELECTRONIC ARTS INCEA704$860.05%
101GEN DIGITAL INCGENVR3,901$840.05%
102LULULEMON ATHLETICA INCLULU258$830.05%
103VERIZON COMMUNICATIONS INCVZ2,117$830.05%
104GENUINE PARTS COGPC477$830.05%
105MASTERCARD INCORPORATEDMA236$820.05%
106T-MOBILE US INCTMUSZ585$820.05%
107ASHLAND INCASH758$820.05%
108UGI CORP NEW9026811052,178$810.05%
109UNION PAC CORPUNP392$810.05%
110CHIPOTLE MEXICAN GRILL INCCMG58$800.05%
111COSTCO WHSL CORP NEW22160K105172$790.05%
112JACOBS SOLUTIONS INCJ655$790.05%
113MARRIOTT INTL INC NEW571903202503$750.05%
114LAUDER ESTEE COS INC518439104298$740.05%
115ZOETIS INCZTS496$730.05%
116BCE INCBCPPF1,649$720.04%
117HP INCHPQ2,687$720.04%
118TRUIST FINL CORP89832Q1091,656$710.04%
119NVIDIA CORPORATIONNVDA483$710.04%
120QUALCOMM INCQCOM649$710.04%
121DUPONT DE NEMOURS INCDD1,012$690.04%
122AMERICA MOVIL SAB DE CVAMXOF3,816$690.04%
123INVESCO LTDIVZ3,845$690.04%
124MCKESSON CORPMCK185$690.04%
125ISHARES TR46435U8531,940$670.04%
126AVALONBAY CMNTYS INCAWX396$640.04%
127DIGITAL RLTY TR INC253868103624$630.04%
128VANGUARD SCOTTSDALE FDS92206C813813$620.04%
129SEAGATE TECHNOLOGY HLDNGS PLSE1,149$600.04%
130MEDTRONIC PLCMDT753$590.04%
131CAPITAL ONE FINL CORP14040H105640$590.04%
132ISHARES TR464287226599$580.04%
133EVERSOURCE ENERGYES687$580.04%
134DISNEY WALT CO254687106659$570.04%
135TAIWAN SEMICONDUCTOR MFG LTD874039100766$570.04%
136ONEOK INC NEWOKE863$570.04%
137BLACKSTONE INCBX753$560.03%
138NORTHROP GRUMMAN CORPNOC101$550.03%
139BOEING COBA-PA275$520.03%
140EXPEDIA GROUP INCEXPE596$520.03%
141AT&T INCT-PC2,746$510.03%
142UNITEDHEALTH GROUP INCUNH94$500.03%
143ISHARES TR464287598321$490.03%
144HCA HEALTHCARE INCHCA199$480.03%
145WHIRLPOOL CORPWHR-PA324$460.03%
146RAYTHEON TECHNOLOGIES CORPRTX432$440.03%
147TESLA INCTSLA345$420.03%
148BANK AMERICA CORP0605051041,252$410.03%
149SPDR SER TR78464A3911,960$400.02%
150ISHARES TR46432F339340$390.02%
151SPDR INDEX SHS FDS78463X8891,289$380.02%
152COCA COLA CONS INCCOKE75$380.02%
153META PLATFORMS INCMETA312$380.02%
154ISHARES U S ETF TR46431W507700$340.02%
155BROADRIDGE FINL SOLUTIONS IN11133T103246$330.02%
156NEXTERA ENERGY INCNEE-PW400$330.02%
157AMERICAN EXPRESS COAXP210$310.02%
158BRISTOL-MYERS SQUIBB COCELG-RI415$300.02%
159ISHARES GOLD TRIAU850$290.02%
160ABRDN SILVER ETF TRUSTSIVR1,194$270.02%
161CANADIAN NATL RY CO136375102200$240.01%
162INTERNATIONAL BUSINESS MACHSINTR156$220.01%
163ARES CAPITAL CORPARCC20,000$210.01%
164SERVICENOW INCNOW50$190.01%
165VANGUARD INDEX FDS92290836355$190.01%
166URANIUM ENERGY CORPUEC5,000$190.01%
167LENNAR CORPLEN-B191$170.01%
168INTEL CORPINTC585$150.01%
169PHILLIPS 66PSX147$150.01%
170SHELL PLCRYDAF264$150.01%
171RITHM CAPITAL CORPRITM-PF1,859$150.01%
172ISHARES TR464288885162$140.01%
173ISHARES TR46432F39694$140.01%
174ISHARES TR46436E528590$130.01%
175VANGUARD INDEX FDS92290875173$130.01%
176ENTERGY CORP NEWENO116$130.01%
177ZIMMER BIOMET HOLDINGS INCZBH104$130.01%
178VANGUARD INDEX FDS92290862964$130.01%
179NOVARTIS AGNVSEF129$120.01%
180SPDR INDEX SHS FDS78463X509376$120.01%
181FIRST TR EXCHANGE-TRADED FD33733E500255$120.01%
182SPDR SER TR78464A821185$120.01%
183CYTOKINETICS INCCYTK240$110.01%
184PAYPAL HLDGS INCPYPL150$110.01%
185ENTERPRISE PRODS PARTNERS L293792107447$110.01%
186INVESCO EXCH TRADED FD TR IIIVZ145$110.01%
187INVESCO EXCHANGE TRADED FD TIVZ230$110.01%
188TRANSOCEAN LTDRIG2,105$100.01%
189ENBRIDGE INCENNPF247$100.01%
190VANGUARD INDEX FDS92290876953$100.01%
191DIGITAL WORLD ACQUISITION CODJTWW697$100.01%
192VANGUARD INDEX FDS92290873648$100.01%
193CHEVRON CORP NEWCVX56$100.01%
194ISHARES TR46435U861245$90.01%
195COMCAST CORP NEWCCZ257$90.01%
196ALPS ETF TR00162Q460200$90.01%
197TORONTO DOMINION BK ONTTORO137$90.01%
198VANGUARD WORLD FD92191081647$80.00%
199SPDR SER TR78464A854180$80.00%
200SOUTHWEST AIRLS CO844741108250$80.00%
201ALTRIA GROUP INCMO143$70.00%
202ISHARES TR46428747367$70.00%
203VANGUARD INTL EQUITY INDEX F922042858185$70.00%
204VANGUARD INDEX FDS92290863743$70.00%
205WARNER BROS DISCOVERY INCWBD727$70.00%
206CONAGRA BRANDS INCCAG190$70.00%
207PULTE GROUP INC745867101126$60.00%
208US BANCORP DELUSB-PS131$60.00%
209SOFI TECHNOLOGIES INCSOFI1,250$60.00%
210PPL CORPPPLC195$60.00%
211KELLOGG COBEKE81$60.00%
212D R HORTON INC23331A10968$60.00%
213FORD MTR CO DEL345370860500$60.00%
214ISHARES TR46428748171$60.00%
215GENERAL MLS INC37033410471$60.00%
216PDC ENERGY INC69327R10181$50.00%
217INVESCO QQQ TRIVZ20$50.00%
218INVESCO ACTIVELY MANAGED ETFIVZ167$50.00%
219LYONDELLBASELL INDUSTRIES NLYB56$50.00%
220SPDR GOLD TRGLD31$50.00%
221VANGUARD INDEX FDS92290861134$50.00%
222SOUTHERN COSOMN69$50.00%
223PRINCIPAL FINANCIAL GROUP INPFG56$50.00%
224DOLLAR GEN CORP NEW25667710522$50.00%
225PROGRESSIVE CORP74331510336$50.00%
226EXP WORLD HLDGS INCEXPI425$50.00%
227SIMON PPTY GROUP INC NEW82880610939$50.00%
228FIRST HORIZON CORPORATIONFHN-PH205$50.00%
229KRAFT HEINZ COKHC112$50.00%
230OMNICOM GROUP INCOMC44$40.00%
231VISA INCV19$40.00%
232PHILIP MORRIS INTL INC71817210935$40.00%
233AMERICAN ELEC PWR CO INC02553710142$40.00%
234PORTLAND GEN ELEC CO73650884773$40.00%
235HUNTINGTON BANCSHARES INCHBANP257$40.00%
236FULTON FINL CORP PA360271100219$40.00%
237ISHARES TR46428943831$40.00%
238FLOWERS FOODS INCFLO145$40.00%
239SUN LIFE FINANCIAL INC.SUNFF94$40.00%
240UNUM GROUPUNMA94$40.00%
241AMCOR PLCAMCCF304$40.00%
242KIMBERLY-CLARK CORPKMB27$40.00%
243SOUTH JERSEY INDS INC83851810899$40.00%
244FIRST TR NAS100 EQ WEIGHTED33734410541$40.00%
245FEDERATED HERMES INCFHI106$40.00%
246CARNIVAL CORPCUKPF450$40.00%
247MARATHON PETE CORPMARA36$40.00%
248EVERGY INCEVRG56$40.00%
249SELECT SECTOR SPDR TR81369Y20933$40.00%
250SANOFISNYNF82$40.00%
251ISHARES TR46428746559$40.00%
252EMERSON ELEC COEMR42$40.00%
253OGE ENERGY CORPOGE102$40.00%
254ADOBE SYSTEMS INCORPORATEDADBE9$30.00%
255SPDR SER TR78464A20136$30.00%
256FEDERAL RLTY INVT TR NEW31374510129$30.00%
257CNA FINL CORP12611710077$30.00%
258WEST PHARMACEUTICAL SVSC INC95530610511$30.00%
259COMERICA INC20034010749$30.00%
260METLIFE INCMET-PF41$30.00%
261SELECT SECTOR SPDR TR81369Y30838$30.00%
262FORTIS INCFTRSF77$30.00%
263PINNACLE WEST CAP CORPPNW42$30.00%
264KEYCORP493267108171$30.00%
265BANK NOVA SCOTIA HALIFAX06414910754$30.00%
266COTERRA ENERGY INCCTRA104$30.00%
267BANK MONTREAL QUE06367110134$30.00%
268SELECT SECTOR SPDR TR81369Y80328$30.00%
269NATIONAL RETAIL PROPERTIES INNN73$30.00%
270ISHARES TR46435G43374$30.00%
271LAZARD LTDLAZ99$30.00%
272ISHARES TR46428881048$30.00%
273M & T BK CORP55261F10423$30.00%
274REALTY INCOME CORPO51$30.00%
275INTUITINTU7$30.00%
276MANULIFE FINL CORP56501R106182$30.00%
277ALLETE INC01852230051$30.00%
278INDEXIQ ETF TR45409B10778$20.00%
279INTERPUBLIC GROUP COS INCINTR60$20.00%
280EDISON INTL28102010730$20.00%
281TOYOTA MOTOR CORPTOYOF12$20.00%
282ISHARES TR46428857027$20.00%
283TYLER TECHNOLOGIES INCTYL7$20.00%
284WALGREENS BOOTS ALLIANCE INC93142710850$20.00%
285AMGEN INCAMGN7$20.00%
286ETF SER SOLUTIONS26922A32138$20.00%
287TC ENERGY CORPTRPRF51$20.00%
288TOTALENERGIES SETTE25$20.00%
289ANNALY CAPITAL MANAGEMENT INNLY-PJ79$20.00%
290TELUS CORPORATIONTU118$20.00%
291SELECT SECTOR SPDR TR81369Y70417$20.00%
292SELECT SECTOR SPDR TR81369Y40716$20.00%
293ISHARES TR46428723460$20.00%
294ROBLOX CORPRBLX60$20.00%
295CORECIVIC INCCXW145$20.00%
296TARGET CORPTGT14$20.00%
297AMERICAN INTL GROUP INC02687478432$20.00%
298INTERNATIONAL PAPER CO46014610346$20.00%
299CANADIAN IMPERIAL BK COMM TOCNDIF58$20.00%
300SPIRE INCSRJN35$20.00%
301AGNC INVT CORP00123Q104167$20.00%
302ISHARES SILVER TRSLV100$20.00%
303BP PLCBPPFF20$10.00%
304ING GROEP N.V.INGVF50$10.00%
305AMPLIFY ETF TR03210888821$10.00%
306ISHARES TR4642875234$10.00%
307GENERAL ELECTRIC CO36960430112$10.00%
308GAP INCGAP82$10.00%
309ASML HOLDING N VASMLF2$10.00%
310FIRST TR EXCHNG TRADED FD VI33740U10940$10.00%
311FIRST TR EXCHNG TRADED FD VI33740F88836$10.00%
312FIRST TR EXCHNG TRADED FD VI33740F80512$10.00%
313FIRST TR EXCHANGE-TRADED FD33739Q20021$10.00%
314NORWEGIAN CRUISE LINE HLDG LNCLH120$10.00%
315FIRST TR EXCH TRADED FD III33739P10317$10.00%
316FIRST TR EXCHANGE-TRADED FD33738D40832$10.00%
317KB FINL GROUP INC48241A10518$10.00%
318LABORATORY CORP AMER HLDGS50540R4096$10.00%
319FIDELITY COVINGTON TRUST31609278224$10.00%
320MBIA INCMBI45$10.00%
321MARATHON OIL CORPMARA37$10.00%
322MONDELEZ INTL INC6092071059$10.00%
323EQUINOR ASASTOHF29$10.00%
324VORNADO RLTY TR92904210966$10.00%
325VIRGIN GALACTIC HOLDINGS INCSPCE250$10.00%
326ENI S P A26874R10818$10.00%
327PIEDMONT LITHIUM INC72016P10519$10.00%
328DEVON ENERGY CORP NEW25179M10316$10.00%
329BAKER HUGHES COMPANYBKR26$10.00%
330RIVIAN AUTOMOTIVE INCRIVN30$10.00%
331ROKU INCROKU25$10.00%
332BERKSHIRE GREY INC084656107910$10.00%
333VANGUARD WHITEHALL FDS92194640610$10.00%
334SSGA ACTIVE ETF TR78467V60836$10.00%
335VANECK ETF TRUST92189F43724$10.00%
336SELECT SECTOR SPDR TR81369Y60519$10.00%
337SELECT SECTOR SPDR TR81369Y85211$10.00%
338UNITED PARCEL SERVICE INCUPS5$10.00%
339TELEFONICA S ATELFY329$10.00%
340CSX CORPCSX30$10.00%
341TWO RDS SHARED TR90214Q766147$10.00%
342BLACKBERRY LTDBB75$00.00%
343ORION OFFICE REIT INCONL5$00.00%
344ORANGEORANY41$00.00%
345OCCIDENTAL PETE CORP6745991054$00.00%
346HEWLETT PACKARD ENTERPRISE CHPE-PC17$00.00%
347EMBRAER S.A.EMBJ10$00.00%
348VODAFONE GROUP PLC NEW92857W30829$00.00%
349AVANOS MED INCAVNS4$00.00%
350ALLIANCEBERNSTEIN HLDG L P01881G10610$00.00%
351HSBC HLDGS PLCHBCYF4$00.00%
352NATIONAL GRID PLCNMPWP3$00.00%
353WELLS FARGO CO NEW9497461015$00.00%
354MICRO FOCUS INTL PLC5948374031$00.00%
355LUMENTUM HLDGS INCLITE2$00.00%
356HALEON PLCHLNCF25$00.00%
357LUMEN TECHNOLOGIES INCLUMN71$00.00%
358WORLD GOLD TRGLDW7$00.00%
359INVESCO EXCHANGE TRADED FD TIVZ42$00.00%
360SELECT SECTOR SPDR TR81369Y8608$00.00%
361BOSTON SCIENTIFIC CORPBSX10$00.00%
362WYNN RESORTS LTDWYNN3$00.00%
363ZIMVIE INC98888T10710$00.00%
364SOCIEDAD QUIMICA Y MINERA DE8336351055$00.00%
365KYNDRYL HLDGS INCKD27$00.00%
366KONINKLIJKE PHILIPS N VRYLPF30$00.00%
367ADIENT PLCADNT4$00.00%
368FIRST TR EXCHANGE TRAD FD VI33739H1018$00.00%
369ASHFORD HOSPITALITY TR INCAHT-PD23$00.00%
370NVENT ELECTRIC PLCNVT10$00.00%
371PENTAIR PLCPNR10$00.00%
372CHECK POINT SOFTWARE TECH LTM224651041$00.00%
373SUNOCO LP/SUNOCO FIN CORPSUN3$00.00%
374TURKCELL ILETISIM HIZMETLERITKC30$00.00%
375ISHARES TR46434V78720$00.00%
376TAKEDA PHARMACEUTICAL CO LTDTKPHF31$00.00%
377ACCO BRANDS CORPACCO18$00.00%
378RESIDEO TECHNOLOGIES INCREZI6$00.00%
379RITE AID CORP76775487265$00.00%
380GARRETT MOTION INCGTX3$00.00%
381DXC TECHNOLOGY CODXC1$00.00%
382INGEVITY CORPNGVT7$00.00%
383ICICI BANK LIMITEDIBN5$00.00%
384VIAVI SOLUTIONS INCVIAV12$00.00%
385VIATRIS INCVTRS18$00.00%
386SK TELECOM LTDSKM5$00.00%
387AEVA TECHNOLOGIES INCAEVA300$00.00%
388ETF SER SOLUTIONS26922A17219$00.00%
389OVERSTOCK COM INC DELBBBY-WT7$00.00%