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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 Q2 2023 · Filed May 1, 2023 · Accession 0001799957-23-000003

Total Value
$157.3M
Positions
285
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (285)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A409309,107$17.1M10.88%
2VANGUARD INDEX FDS922908744113,247$15.6M9.94%
3VANGUARD TAX-MANAGED FDS921943858301,161$13.6M8.65%
4ISHARES TR46428720023,596$9.7M6.17%
5ISHARES TR46435GAA0334,536$7.9M5.05%
6ISHARES TR46434VBD1321,808$7.9M5.02%
7ISHARES TR46435UAA9329,654$7.9M4.99%
8ISHARES TR46434VBG4307,064$7.6M4.80%
9ISHARES TR46435U515299,325$7.5M4.75%
10ISHARES TR46434VAX8294,346$7.4M4.71%
11ISHARES TR46436E205313,913$7.2M4.57%
12ISHARES TR46436E726277,423$6.0M3.80%
13ISHARES TR46428750717,926$4.5M2.85%
14ISHARES TR46428780444,331$4.3M2.73%
15ISHARES TR46428772143,571$4.0M2.57%
16BERKSHIRE HATHAWAY INC DELBRK-A4$1.9M1.18%
17VANGUARD WORLD FDS92204A87612,305$1.8M1.15%
18APPLE INCAAPL7,644$1.3M0.80%
19ISHARES TR46435U43242,047$1.1M0.71%
20ISHARES TR46435G31843,997$1.1M0.71%
21ISHARES TR46435U69743,136$1.1M0.71%
22SPDR S&P 500 ETF TRSPY1,627$666,0780.42%
23ISHARES TR46435U86115,287$570,6640.36%
24NETFLIX INCNFLX1,360$469,8530.30%
25BERKSHIRE HATHAWAY INC DELBRK-A1,503$464,0810.30%
26ISHARES TR46429B6976,296$457,9710.29%
27SPDR SER TR78464A64917,406$448,9010.29%
28COCA COLA COKO6,837$424,0970.27%
29AMAZON COM INCAMZN3,000$309,8700.20%
30DANAHER CORPORATION2358511021,111$280,0160.18%
31LILLY ELI & COLLY770$264,4330.17%
32EXXON MOBIL CORPXOM2,374$260,3330.17%
33HONEYWELL INTL INC4385161061,354$258,7760.16%
34SEAGATE TECHNOLOGY HLDNGS PLSE3,722$246,0990.16%
35DELL TECHNOLOGIES INCDELL6,110$245,6830.16%
36ISHARES TR46434V3814,660$245,5820.16%
37BIOGEN INCBIIB869$241,6080.15%
38ALPHABET INCGOOG2,305$239,7200.15%
39PALO ALTO NETWORKS INCPANW1,172$234,0950.15%
40SEMPRASREA1,543$233,2400.15%
41ARISTA NETWORKS INCANET1,383$232,1500.15%
42ASTRAZENECA PLCAZN3,305$229,4000.15%
43ISHARES TR464287614912$222,8290.14%
44ROPER TECHNOLOGIES INCROP495$218,1420.14%
45MICROSOFT CORPMSFT734$211,7350.13%
46SONOCO PRODS CO8354951023,471$211,7310.13%
47RAYTHEON TECHNOLOGIES CORPRTX2,156$211,1370.13%
48ISHARES TR4642878871,886$207,3470.13%
49ABBOTT LABSABLZF2,036$206,1650.13%
50MONSTER BEVERAGE CORP NEWMNST3,812$205,8860.13%
51AUTOMATIC DATA PROCESSING INADP908$202,1480.13%
52SHOPIFY INCSHOP4,085$195,8350.12%
53CORTEVA INCCTVA3,109$187,5040.12%
54SPDR SER TR78464A8543,870$186,3410.12%
55TARGET CORPTGT1,117$185,0090.12%
56EXPEDIA GROUP INCEXPE1,899$184,2600.12%
57EQUINIX INCEQIX251$180,9810.12%
58STMICROELECTRONICS N VSTMEF3,250$173,8430.11%
59VANGUARD ADMIRAL FDS INC9219327031,115$163,5710.10%
60MCDONALDS CORPMCD575$160,7760.10%
61JPMORGAN CHASE & COVYLD1,224$159,4990.10%
62OMNICOM GROUP INCOMC1,689$159,3400.10%
63PEPSICO INCPEP871$158,7830.10%
64ISHARES TR464287622644$145,0480.09%
65AMERICAN EXPRESS COAXP877$144,6610.09%
66LOCKHEED MARTIN CORPLMT301$142,2920.09%
67PROCTER AND GAMBLE CO742718109941$139,9170.09%
68SANOFISNYNF2,569$139,8050.09%
69PRUDENTIAL FINL INCPUKPF1,683$139,2510.09%
70SKECHERS U S A INC8305661052,852$135,5270.09%
71FOX CORPFOX3,973$135,2810.09%
72RESTAURANT BRANDS INTL INC76131D1031,988$133,4740.08%
73DUKE ENERGY CORP NEWDUKB1,346$129,8490.08%
74NVIDIA CORPORATIONNVDA463$128,6080.08%
75THERMO FISHER SCIENTIFIC INCTMO221$127,3780.08%
76SPDR SER TR78464A7631,028$127,1740.08%
77ISHARES TR46434V6212,523$126,1250.08%
78GALLAGHER ARTHUR J & CO363576109657$125,6910.08%
79MORGAN STANLEYMS-PQ1,426$125,2030.08%
80ACCENTURE PLC IRELANDACN434$124,0420.08%
81ALPHABET INCGOOG1,185$122,9200.08%
82ISHARES TR46429B6552,414$121,6410.08%
83PFIZER INCPFE2,918$119,0560.08%
84VERIZON COMMUNICATIONS INCVZ2,996$116,5140.07%
85HP INCHPQ3,814$111,9410.07%
86CISCO SYS INCCSCO2,107$110,1430.07%
87UNILEVER PLCUNLYF2,108$109,4680.07%
88RAYMOND JAMES FINL INC7547301091,171$109,2190.07%
89BROADCOM INCAVGO170$109,0620.07%
90DEERE & CODE260$107,3490.07%
91ILLINOIS TOOL WKS INC452308109439$106,8750.07%
92LULULEMON ATHLETICA INCLULU286$104,1580.07%
93GENUINE PARTS COGPC598$100,0510.06%
94ASHLAND INCASH969$99,5260.06%
95QUALCOMM INCQCOM778$99,2570.06%
96CHIPOTLE MEXICAN GRILL INCCMG58$99,0810.06%
97QUANTA SVCS INC74762E102594$98,9840.06%
98NXP SEMICONDUCTORS N VNXPI525$97,8990.06%
99PUBLIC SVC ENTERPRISE GRP IN7445731061,559$97,3600.06%
100LOWES COS INC548661107486$97,1850.06%
101BLACKROCK INCBLK145$97,0220.06%
102AVALONBAY CMNTYS INCAWX574$96,4660.06%
103CITIGROUP INCC-PR2,031$95,2340.06%
104JACOBS SOLUTIONS INCJ807$94,8310.06%
105DUPONT DE NEMOURS INCDD1,316$94,4490.06%
106KLA CORPKLAC235$93,8050.06%
107ELECTRONIC ARTS INCEA770$92,7470.06%
108CONOCOPHILLIPSCOP929$92,1660.06%
109JOHNSON & JOHNSONJNJ592$91,7600.06%
110SPDR S&P MIDCAP 400 ETF TRMDY199$91,2240.06%
111PAYCHEX INCPAYX796$91,2140.06%
112UNION PAC CORPUNP449$90,3660.06%
113COSTCO WHSL CORP NEW22160K105181$89,9330.06%
114HALLIBURTON COHAL2,842$89,9210.06%
115MARRIOTT INTL INC NEW571903202540$89,6620.06%
116DTE ENERGY CODTK814$89,1660.06%
117GILEAD SCIENCES INCGILD1,068$88,6120.06%
118ROYAL BK CDA SUSTAINABL780087102927$88,6030.06%
119CAPITAL ONE FINL CORP14040H105918$88,2750.06%
120ZOETIS INCZTS525$87,3810.06%
121NIKE INCNKE710$87,0740.06%
122T-MOBILE US INCTMUSZ598$86,6140.06%
123MASTERCARD INCORPORATEDMA237$86,1280.05%
124BLACKSTONE INCBX977$85,8200.05%
125PIONEER NAT RES CO723787107411$83,9430.05%
126TAIWAN SEMICONDUCTOR MFG LTD874039100899$83,6250.05%
127BCE INCBCPPF1,856$83,1300.05%
128AMERIPRISE FINL INC03076C106271$83,0620.05%
129MCKESSON CORPMCK225$80,1110.05%
130MEDTRONIC PLCMDT979$78,9270.05%
131LAUDER ESTEE COS INC518439104316$77,8810.05%
132VANGUARD INDEX FDS922908769375$76,5380.05%
133UGI CORP NEW9026811052,178$75,7070.05%
134DIGITAL RLTY TR INC253868103766$75,3050.05%
135ISHARES TR464287226754$75,1290.05%
136INVESCO LTDIVZ4,478$73,4390.05%
137TESLA INCTSLA345$71,5740.05%
138GEN DIGITAL INCGENVR3,969$68,1080.04%
139TRUIST FINL CORP89832Q1091,945$66,3250.04%
140META PLATFORMS INCMETA312$66,1250.04%
141VALERO ENERGY CORPVLO467$65,1930.04%
142VANGUARD STAR FDS9219097681,151$63,5470.04%
143HOME DEPOT INCHD207$61,0900.04%
144DISNEY WALT CO254687106585$58,5760.04%
145VANGUARD BD INDEX FDS921937835757$55,8890.04%
146EVERSOURCE ENERGYES687$53,7650.03%
147HCA HEALTHCARE INCHCA199$52,4720.03%
148CVS HEALTH CORPCVS700$52,0170.03%
149ABBVIE INCABBV325$51,7950.03%
150ONEOK INC NEWOKE800$50,8320.03%
151ISHARES TR464287598321$48,8750.03%
152NORTHROP GRUMMAN CORPNOC101$46,6340.03%
153UNITEDHEALTH GROUP INCUNH91$43,0060.03%
154WHIRLPOOL CORPWHR-PA324$42,7740.03%
155AMERICA MOVIL SAB DE CVAMXOF1,908$40,1630.03%
156COCA COLA CONS INCCOKE75$40,1310.03%
157SPDR INDEX SHS FDS78463X8891,173$37,6770.02%
158KROGER COKR759$37,4720.02%
159BROADRIDGE FINL SOLUTIONS IN11133T103246$36,0560.02%
160SOUTHWEST GAS HLDGS INCSWX567$35,4090.02%
161ISHARES U S ETF TR46431W507700$34,7200.02%
162ISHARES GOLD TRIAU850$31,7650.02%
163ALLIANT ENERGY CORPLNT581$31,0250.02%
164NEXTERA ENERGY INCNEE-PW400$30,8320.02%
165BRISTOL-MYERS SQUIBB COCELG-RI403$27,9320.02%
166ABRDN SILVER ETF TRUSTSIVR1,194$27,5930.02%
167BOEING COBA-PA117$24,8540.02%
168VANGUARD INDEX FDS92290836363$23,6920.02%
169CANADIAN NATL RY CO136375102200$23,5940.01%
170SERVICENOW INCNOW50$23,2360.01%
171INTEL CORPINTC700$22,8690.01%
172AT&T INCT-PC1,175$22,6190.01%
173PHILLIPS 66PSX222$22,5060.01%
174INTERNATIONAL BUSINESS MACHSINTR170$22,2850.01%
175ISHARES TR46432F396155$21,5510.01%
176TYSON FOODS INCTSN355$21,0590.01%
177ARES CAPITAL CORPARCC20,000$20,1380.01%
178LENNAR CORPLEN-B191$20,0760.01%
179ISHARES TR464287473179$19,0100.01%
180ISHARES TR46432F339144$17,8650.01%
181ENBRIDGE INCENNPF441$16,8240.01%
182URANIUM ENERGY CORPUEC5,000$14,4000.01%
183SHELL PLCRYDAF250$14,3850.01%
184ISHARES TR464287465189$13,5170.01%
185ISHARES TR464287309211$13,4810.01%
186ISHARES TR46436E528590$13,4520.01%
187ZIMMER BIOMET HOLDINGS INCZBH104$13,4370.01%
188FIRST TR EXCHANGE-TRADED FD33733E500255$13,3190.01%
189SPDR SER TR78464A821185$12,6610.01%
190ENTERGY CORP NEWENO116$12,4980.01%
191VANGUARD INDEX FDS92290875164$12,1320.01%
192VANGUARD INDEX FDS92290873648$11,9730.01%
193CHEVRON CORP NEWCVX73$11,9110.01%
194VANGUARD INDEX FDS92290862955$11,6010.01%
195ISHARES TR464288885123$11,5230.01%
196PAYPAL HLDGS INCPYPL150$11,3910.01%
197INVESCO EXCHANGE TRADED FD TIVZ230$11,2950.01%
198INVESCO EXCH TRADED FD TR IIIVZ145$11,2560.01%
199SPDR INDEX SHS FDS78463X509323$11,0240.01%
200EDISON INTL281020107149$10,5180.01%
201BANK AMERICA CORP060505104358$10,2290.01%
202SOUTHERN COSOMN147$10,2280.01%
203DIGITAL WORLD ACQUISITION CODJTWW697$9,7930.01%
204VANGUARD WORLD FD92191081647$9,6120.01%
205LYONDELLBASELL INDUSTRIES NLYB102$9,5770.01%
206SUN LIFE FINANCIAL INC.SUNFF203$9,4800.01%
207ALPS ETF TR00162Q460200$9,2980.01%
208NOVARTIS AGNVSEF100$9,2000.01%
209INTERNATIONAL PAPER CO460146103251$9,0510.01%
210ISHARES TR46435U853240$8,5320.01%
211SIMON PPTY GROUP INC NEW82880610976$8,5100.01%
212CYTOKINETICS INCCYTK240$8,4460.01%
213FORD MTR CO DEL345370860649$8,1770.01%
214SOUTHWEST AIRLS CO844741108250$8,1350.01%
215ENTERPRISE PRODS PARTNERS L293792107300$7,7700.00%
216PPL CORPPPLC277$7,6980.00%
217SOFI TECHNOLOGIES INCSOFI1,250$7,5880.00%
218PULTE GROUP INC745867101126$7,3430.00%
219CONAGRA BRANDS INCCAG190$7,1360.00%
220AGNC INVT CORP00123Q104689$6,9450.00%
221VANGUARD INDEX FDS92290863736$6,7250.00%
222D R HORTON INC23331A10968$6,6430.00%
223BRITISH AMERN TOB PLC110448107181$6,3570.00%
224ANNALY CAPITAL MANAGEMENT INNLY-PJ330$6,3060.00%
225GENERAL MLS INC37033410471$6,0680.00%
226VANGUARD WORLD FD92191084060$6,0610.00%
227TORONTO DOMINION BK ONTTORO100$5,9900.00%
228SPDR GOLD TRGLD31$5,6800.00%
229ISHARES TR46428748161$5,5540.00%
230VANGUARD INDEX FDS92290861134$5,3980.00%
231EXP WORLD HLDGS INCEXPI425$5,3930.00%
232VANGUARD ADMIRAL FDS INC92193282860$5,3270.00%
233VORNADO RLTY TR929042109319$4,9030.00%
234US BANCORP DELUSB-PS131$4,7230.00%
235DOLLAR GEN CORP NEW25667710522$4,6300.00%
236CARNIVAL CORPCUKPF450$4,5680.00%
237WARNER BROS DISCOVERY INCWBD284$4,2880.00%
238VISA INCV18$4,0580.00%
239WEST PHARMACEUTICAL SVSC INC95530610511$3,8110.00%
240EMERSON ELEC COEMR42$3,6600.00%
241ADOBE SYSTEMS INCORPORATEDADBE9$3,4680.00%
242INTUITINTU7$3,1210.00%
243UNITED PARCEL SERVICE INCUPS16$3,1040.00%
244COMCAST CORP NEWCCZ81$3,0710.00%
245ROBLOX CORPRBLX60$2,6990.00%
246ISHARES TR46428881048$2,5910.00%
247INVESCO QQQ TRIVZ8$2,5670.00%
248ISHARES TR46435G43374$2,5660.00%
249VANGUARD SCOTTSDALE FDS92206C71437$2,4720.00%
250ISHARES SILVER TRSLV100$2,2120.00%
251ISHARES TR46428857027$2,1060.00%
252KELLOGG COBEKE29$1,9420.00%
253SPDR SER TR78464A20126$1,9180.00%
254PHILIP MORRIS INTL INC71817210919$1,8480.00%
255ISHARES TR4642875234$1,7790.00%
256LAZARD LTDLAZ50$1,6560.00%
257ROKU INCROKU25$1,6460.00%
258NORWEGIAN CRUISE LINE HLDG LNCLH120$1,6140.00%
259LABORATORY CORP AMER HLDGS50540R4096$1,3770.00%
260ASML HOLDING N VASMLF2$1,3610.00%
261CORECIVIC INCCXW145$1,3340.00%
262BERKSHIRE GREY INC084656107910$1,2560.00%
263CANOPY GROWTH CORPCGC703$1,2300.00%
264PIEDMONT LITHIUM INC72016P10519$1,1410.00%
265VANGUARD WHITEHALL FDS92194640610$1,0550.00%
266VIRGIN GALACTIC HOLDINGS INCSPCE250$1,0130.00%
267CSX CORPCSX30$8980.00%
268ALTRIA GROUP INCMO20$8920.00%
269METLIFE INCMET-PF11$6370.00%
270ISHARES TR4642878123$5980.00%
271RIVIAN AUTOMOTIVE INCRIVN30$4640.00%
272SOCIEDAD QUIMICA Y MINERA DE8336351055$4050.00%
273ALLIANCEBERNSTEIN HLDG L P01881G10610$3660.00%
274AEVA TECHNOLOGIES INCAEVA300$3570.00%
275KYNDRYL HLDGS INCKD20$2950.00%
276VANGUARD INTL EQUITY INDEX F9220428664$2710.00%
277WELLS FARGO CO NEW9497461015$1870.00%
278OVERSTOCK COM INC DELBBBY-WT7$1420.00%
279SUNOCO LP/SUNOCO FIN CORPSUN3$1320.00%
280VIAVI SOLUTIONS INCVIAV12$1300.00%
281VANGUARD WORLD FDS92204A3061$1140.00%
282LUMENTUM HLDGS INCLITE2$1080.00%
283ASHFORD HOSPITALITY TR INCAHT-PD23$740.00%
284ZIMVIE INC98888T10710$720.00%
285VIATRIS INCVTRS5$480.00%