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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 Q3 2023 · Filed July 17, 2023 · Accession 0001799957-23-000004

Total Value
$169.4M
Positions
284
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (284)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A409319,852$19.5M11.52%
2VANGUARD INDEX FDS922908744118,169$16.8M9.91%
3VANGUARD TAX-MANAGED FDS921943858316,916$14.6M8.64%
4ISHARES TR46428720024,572$11.0M6.46%
5ISHARES TR46435GAA0367,325$8.6M5.09%
6ISHARES TR46434VBD1351,129$8.6M5.05%
7ISHARES TR46435UAA9361,326$8.5M5.01%
8ISHARES TR46434VBG4326,409$8.0M4.74%
9ISHARES TR46435U515317,810$7.8M4.60%
10ISHARES TR46434VAX8306,123$7.7M4.57%
11ISHARES TR46436E205327,361$7.3M4.34%
12ISHARES TR46436E726296,134$6.3M3.71%
13ISHARES TR46428750718,564$4.9M2.86%
14ISHARES TR46428772144,021$4.8M2.83%
15ISHARES TR46428780446,039$4.6M2.71%
16BERKSHIRE HATHAWAY INC DELBRK-A4$2.1M1.22%
17VANGUARD WORLD FDS92204A87612,940$1.8M1.09%
18APPLE INCAAPL7,546$1.5M0.86%
19ISHARES TR46435U69743,136$1.1M0.66%
20ISHARES TR46435U43242,047$1.1M0.65%
21ISHARES TR46435G31835,494$904,7420.53%
22SPDR S&P 500 ETF TRSPY1,655$733,6280.43%
23ISHARES TR46435U86115,297$585,1180.35%
24NETFLIX INCNFLX1,305$574,8390.34%
25BERKSHIRE HATHAWAY INC DELBRK-A1,503$512,5230.30%
26ISHARES TR46429B6976,296$467,9820.28%
27SPDR SER TR78464A64918,413$467,1380.28%
28COCA COLA COKO6,963$419,2940.25%
29AMAZON COM INCAMZN2,900$378,0440.22%
30DELL TECHNOLOGIES INCDELL5,395$291,9230.17%
31DANAHER CORPORATION2358511021,198$287,5200.17%
32ALPHABET INCGOOG2,305$278,8360.16%
33HONEYWELL INTL INC4385161061,281$265,8080.16%
34ARISTA NETWORKS INCANET1,557$252,3270.15%
35SEAGATE TECHNOLOGY HLDNGS PLSE4,072$251,9350.15%
36MICROSOFT CORPMSFT734$249,7880.15%
37ISHARES TR464287614893$245,7360.15%
38EXXON MOBIL CORPXOM2,249$241,2050.14%
39ROPER TECHNOLOGIES INCROP495$237,9960.14%
40ISHARES TR46434V3814,277$237,8010.14%
41DRAFTKINGS INC NEWDKNG8,941$237,5620.14%
42PALO ALTO NETWORKS INCPANW913$233,2810.14%
43ABBOTT LABSABLZF2,037$222,0740.13%
44COMCAST CORP NEWCCZ5,339$221,8350.13%
45ISHARES TR4642878871,886$216,7580.13%
46ISHARES TR46434V6214,144$213,5400.13%
47SPDR SER TR78464A8544,086$212,9210.13%
48SEMPRASREA1,460$212,5610.13%
49BIOGEN INCBIIB739$210,5040.12%
50INTEL CORPINTC6,063$202,7470.12%
51RAYTHEON TECHNOLOGIES CORPRTX2,064$202,1890.12%
52AUTOMATIC DATA PROCESSING INADP908$199,5690.12%
53RAYMOND JAMES FINL INC7547301091,866$193,6350.11%
54NVIDIA CORPORATIONNVDA450$190,3590.11%
55OMNICOM GROUP INCOMC1,992$189,5390.11%
56CRACKER BARREL OLD CTRY STOR22410J1062,030$189,1550.11%
57AMERICAN EXPRESS COAXP1,047$182,3870.11%
58VANGUARD ADMIRAL FDS INC9219327031,167$181,7020.11%
59SHOPIFY INCSHOP2,806$181,2680.11%
60SONOCO PRODS CO8354951022,995$176,7650.10%
61MCDONALDS CORPMCD575$171,5860.10%
62GALLAGHER ARTHUR J & CO363576109771$169,2880.10%
63SKECHERS U S A INC8305661053,162$166,5110.10%
64STMICROELECTRONICS N VSTMEF3,250$162,4680.10%
65PEPSICO INCPEP874$161,8820.10%
66PRUDENTIAL FINL INCPUKPF1,794$158,2670.09%
67CORTEVA INCCTVA2,754$157,8040.09%
68ISHARES TR464287622644$156,9690.09%
69PROLOGIS INC.PLDGP1,241$152,1840.09%
70BROADCOM INCAVGO171$148,3310.09%
71SMUCKER J M CO8326964051,000$147,6700.09%
72MORGAN STANLEYMS-PQ1,715$146,4610.09%
73SANOFISNYNF2,700$145,5300.09%
74THERMO FISHER SCIENTIFIC INCTMO267$139,3070.08%
75DUKE ENERGY CORP NEWDUKB1,551$139,1870.08%
76LOCKHEED MARTIN CORPLMT302$139,0350.08%
77ULTA BEAUTY INCULTA291$136,9430.08%
78ACCENTURE PLC IRELANDACN435$134,2320.08%
79PROCTER AND GAMBLE CO742718109836$126,8550.07%
80JPMORGAN CHASE & COVYLD868$126,2420.07%
81SPDR SER TR78464A7631,028$126,0120.07%
82CHIPOTLE MEXICAN GRILL INCCMG58$124,0620.07%
83VERIZON COMMUNICATIONS INCVZ3,265$121,4250.07%
84HP INCHPQ3,819$117,2810.07%
85QUANTA SVCS INC74762E102594$116,6910.07%
86ISHARES TR46429B6552,295$116,6320.07%
87PFIZER INCPFE3,126$114,6630.07%
88KLA CORPKLAC236$114,4650.07%
89LILLY ELI & COLLY242$113,4930.07%
90LOWES COS INC548661107487$109,9160.06%
91CISCO SYS INCCSCO2,115$109,4300.06%
92ILLINOIS TOOL WKS INC452308109437$109,3200.06%
93AVALONBAY CMNTYS INCAWX576$109,0200.06%
94UNILEVER PLCUNLYF2,088$108,8470.06%
95LULULEMON ATHLETICA INCLULU287$108,6300.06%
96NXP SEMICONDUCTORS N VNXPI527$107,8660.06%
97DUPONT DE NEMOURS INCDD1,496$106,8740.06%
98DEERE & CODE261$105,7550.06%
99BLACKROCK INCBLK146$100,9060.06%
100CAPITAL ONE FINL CORP14040H105921$100,7300.06%
101GENUINE PARTS COGPC591$100,0150.06%
102MARRIOTT INTL INC NEW571903202540$99,1930.06%
103JOHNSON & JOHNSONJNJ594$98,3190.06%
104COSTCO WHSL CORP NEW22160K105182$97,9850.06%
105PUBLIC SVC ENTERPRISE GRP IN7445731061,564$97,9220.06%
106CITIGROUP INCC-PR2,109$97,0980.06%
107CONOCOPHILLIPSCOP931$96,4610.06%
108JACOBS SOLUTIONS INCJ809$96,1820.06%
109SPDR S&P MIDCAP 400 ETF TRMDY199$95,3030.06%
110MCKESSON CORPMCK222$94,8630.06%
111HALLIBURTON COHAL2,852$94,0870.06%
112BCE INCBCPPF2,057$93,7790.06%
113MASTERCARD INCORPORATEDMA238$93,6050.06%
114QUALCOMM INCQCOM781$92,9700.05%
115UNION PAC CORPUNP451$92,2840.05%
116GILEAD SCIENCES INCGILD1,188$91,5590.05%
117BLACKSTONE INCBX981$91,2040.05%
118TAIWAN SEMICONDUCTOR MFG LTD874039100899$90,7270.05%
119ZOETIS INCZTS525$90,4100.05%
120AMERIPRISE FINL INC03076C106272$90,3480.05%
121TESLA INCTSLA345$90,3110.05%
122DTE ENERGY CODTK818$89,9960.05%
123META PLATFORMS INCMETA312$89,5380.05%
124PAYCHEX INCPAYX800$89,4960.05%
125ROYAL BK CDA780087102932$89,0150.05%
126DIGITAL RLTY TR INC253868103773$88,0220.05%
127MEDTRONIC PLCMDT974$85,8090.05%
128PIONEER NAT RES CO723787107413$85,5650.05%
129ASHLAND INCASH973$84,5630.05%
130T-MOBILE US INCTMUSZ602$83,6180.05%
131TOLL BROTHERS INCTOL1,051$83,1030.05%
132ALPHABET INCGOOG685$81,9950.05%
133ABBVIE INCABBV601$80,9730.05%
134VANGUARD INDEX FDS922908736284$80,3610.05%
135NIKE INCNKE714$78,8040.05%
136GEN DIGITAL INCGENVR4,197$77,8540.05%
137ISHARES TR464287226778$76,2050.04%
138INVESCO LTDIVZ4,522$76,0150.04%
139TRUIST FINL CORP89832Q1092,439$74,0240.04%
140VANGUARD BD INDEX FDS921937819981$73,8010.04%
141HCA HEALTHCARE INCHCA199$60,3930.04%
142UGI CORP NEW9026811052,178$58,7410.03%
143ENBRIDGE INCENNPF1,485$55,1680.03%
144FIRST TRUST LRGCP GWT ALPHAD33735K108538$54,4940.03%
145DOLLAR GEN CORP NEW256677105313$53,1410.03%
146ISHARES TR464287598318$50,1900.03%
147ONEOK INC NEWOKE800$49,3760.03%
148EVERSOURCE ENERGYES687$48,7220.03%
149CVS HEALTH CORPCVS700$48,3910.03%
150WHIRLPOOL CORPWHR-PA324$48,2080.03%
151COCA COLA CONS INCCOKE75$47,7020.03%
152NORTHROP GRUMMAN CORPNOC101$46,0360.03%
153UNITEDHEALTH GROUP INCUNH91$43,7380.03%
154DISNEY WALT CO254687106485$43,3010.03%
155FIRST TR SML CP CORE ALPHA F33734Y109513$42,1990.02%
156AMERICA MOVIL SAB DE CVAMXOF1,908$41,2890.02%
157BROADRIDGE FINL SOLUTIONS IN11133T103246$40,7450.02%
158SPDR INDEX SHS FDS78463X8891,173$38,1690.02%
159ISHARES U S ETF TR46431W507700$34,8040.02%
160VANGUARD INDEX FDS922908751174$34,6070.02%
161INTERNATIONAL BUSINESS MACHSINTR243$32,5160.02%
162FIRST TR MID CAP CORE ALPHAD33735B108332$31,9780.02%
163ISHARES GOLD TRIAU850$30,9320.02%
164PHILLIPS 66PSX316$30,1400.02%
165NEXTERA ENERGY INCNEE-PW400$29,6800.02%
166WALMART INCWMT176$27,6640.02%
167FORD MTR CO DEL3453708601,805$27,3100.02%
168ABRDN SILVER ETF TRUSTSIVR1,194$26,0890.02%
169BRISTOL-MYERS SQUIBB COCELG-RI403$25,7720.02%
170BOEING COBA-PA117$24,7060.01%
171VANGUARD INDEX FDS92290836360$24,4370.01%
172CANADIAN NATL RY CO136375102200$24,2140.01%
173LENNAR CORPLEN-B191$23,9340.01%
174ISHARES TR464287473214$23,5060.01%
175ISHARES TR46432F396155$22,3590.01%
176ARCHER DANIELS MIDLAND COADM292$22,0640.01%
177SUN LIFE FINANCIAL INC.SUNFF392$20,4310.01%
178CHEVRON CORP NEWCVX128$20,1410.01%
179ARES CAPITAL CORPARCC20,000$19,9380.01%
180ISHARES TR46432F339144$19,4210.01%
181SOUTHERN COSOMN273$19,1780.01%
182EDISON INTL281020107275$19,0990.01%
183AT&T INCT-PC1,175$18,7410.01%
184HOME DEPOT INCHD60$18,6380.01%
185LYONDELLBASELL INDUSTRIES NLYB201$18,4580.01%
186VALERO ENERGY CORPVLO156$18,2990.01%
187SIMON PPTY GROUP INC NEW828806109157$18,1300.01%
188URANIUM ENERGY CORPUEC5,000$17,0000.01%
189INTERNATIONAL PAPER CO460146103529$16,8270.01%
190VANGUARD INDEX FDS92290876973$16,0800.01%
191VANGUARD INDEX FDS92290863775$15,2040.01%
192ZIMMER BIOMET HOLDINGS INCZBH104$15,1420.01%
193SHELL PLCRYDAF250$15,0950.01%
194ISHARES TR464287309211$14,8710.01%
195RESTAURANT BRANDS INTL INC76131D103174$13,4880.01%
196ISHARES TR46436E528590$13,4230.01%
197SPDR SER TR78464A821185$13,2550.01%
198FIRST TR EXCHANGE-TRADED FD33733E500255$13,0460.01%
199ISHARES TR464287465177$12,8330.01%
200UNITED PARCEL SERVICE INCUPS70$12,5480.01%
201VANGUARD WORLD FD92191081652$12,2370.01%
202VANGUARD INDEX FDS92290862955$12,1090.01%
203ISHARES TR464288885123$11,7350.01%
204ENTERGY CORP NEWENO116$11,2950.01%
205INVESCO EXCHANGE TRADED FD TIVZ230$11,2730.01%
206SPDR INDEX SHS FDS78463X509323$11,1050.01%
207LAZARD LTDLAZ347$11,1040.01%
208PHILIP MORRIS INTL INC718172109112$10,9330.01%
209KELLOGG COBEKE161$10,8510.01%
210INVESCO EXCH TRADED FD TR IIIVZ145$10,3560.01%
211NOVARTIS AGNVSEF100$10,0910.01%
212PULTE GROUP INC745867101126$9,7880.01%
213SOUTHWEST AIRLS CO844741108250$9,0530.01%
214ALPS ETF TR00162Q460200$9,0360.01%
215DIGITAL WORLD ACQUISITION CODJTWW697$8,7540.01%
216EXP WORLD HLDGS INCEXPI425$8,6190.01%
217CARNIVAL CORPCUKPF450$8,4740.01%
218ISHARES TR46435U853240$8,4720.00%
219D R HORTON INC23331A10968$8,2750.00%
220ENTERPRISE PRODS PARTNERS L293792107300$7,9050.00%
221CYTOKINETICS INCCYTK240$7,8290.00%
222PPL CORPPPLC277$7,3290.00%
223AGNC INVT CORP00123Q104689$6,9800.00%
224ANNALY CAPITAL MANAGEMENT INNLY-PJ330$6,6030.00%
225CONAGRA BRANDS INCCAG190$6,4070.00%
226VANGUARD WORLD FD92191084060$6,2260.00%
227TORONTO DOMINION BK ONTTORO100$6,2010.00%
228BRITISH AMERN TOB PLC110448107181$6,0090.00%
229ISHARES TR46428748161$5,8940.00%
230VORNADO RLTY TR929042109319$5,7870.00%
231VANGUARD INDEX FDS92290861134$5,6240.00%
232SPDR GOLD TRGLD31$5,5260.00%
233GENERAL MLS INC37033410471$5,4460.00%
234ADOBE SYSTEMS INCORPORATEDADBE9$4,4010.00%
235US BANCORP DELUSB-PS131$4,3280.00%
236VISA INCV18$4,2750.00%
237WEST PHARMACEUTICAL SVSC INC95530610511$4,2070.00%
238EMERSON ELEC COEMR42$3,7960.00%
239WARNER BROS DISCOVERY INCWBD284$3,5610.00%
240INTUITINTU7$3,2070.00%
241INVESCO QQQ TRIVZ8$2,9550.00%
242BANK AMERICA CORP06050510498$2,8020.00%
243ISHARES TR46428881048$2,7100.00%
244TARGET CORPTGT20$2,6380.00%
245NORWEGIAN CRUISE LINE HLDG LNCLH120$2,6120.00%
246VANGUARD SCOTTSDALE FDS92206C71437$2,5610.00%
247ISHARES TR46435G43374$2,5370.00%
248ROBLOX CORPRBLX60$2,4180.00%
249ISHARES TR46428857027$2,2730.00%
250ISHARES SILVER TRSLV100$2,0890.00%
251ISHARES TR4642875234$2,0290.00%
252SPDR SER TR78464A20126$2,0010.00%
253ROKU INCROKU25$1,5990.00%
254EQUINIX INCEQIX2$1,5680.00%
255VANGUARD ADMIRAL FDS INC92193282816$1,4700.00%
256ASML HOLDING N VASMLF2$1,4500.00%
257LABORATORY CORP AMER HLDGS50540R4096$1,4480.00%
258CORECIVIC INCCXW145$1,3640.00%
259ASTRAZENECA PLCAZN18$1,2880.00%
260BERKSHIRE GREY INC084656107910$1,2830.00%
261MONSTER BEVERAGE CORP NEWMNST20$1,1490.00%
262PIEDMONT LITHIUM INC72016P10519$1,0960.00%
263EXPEDIA GROUP INCEXPE10$1,0940.00%
264VANGUARD WHITEHALL FDS92194640610$1,0610.00%
265CSX CORPCSX30$1,0230.00%
266VIRGIN GALACTIC HOLDINGS INCSPCE250$9700.00%
267FOX CORPFOX24$8160.00%
268METLIFE INCMET-PF11$6220.00%
269ISHARES TR4642878123$6010.00%
270RIVIAN AUTOMOTIVE INCRIVN30$5000.00%
271AEVA TECHNOLOGIES INCAEVA300$3750.00%
272SOCIEDAD QUIMICA Y MINERA DE8336351055$3630.00%
273ALLIANCEBERNSTEIN HLDG L P01881G10610$3220.00%
274VANGUARD INTL EQUITY INDEX F9220428664$2790.00%
275CANOPY GROWTH CORPCGC703$2730.00%
276KYNDRYL HLDGS INCKD20$2660.00%
277OVERSTOCK COM INC DELBBBY-WT7$2280.00%
278VIAVI SOLUTIONS INCVIAV12$1360.00%
279SUNOCO LP/SUNOCO FIN CORPSUN3$1310.00%
280VANGUARD WORLD FDS92204A3061$1130.00%
281LUMENTUM HLDGS INCLITE2$1130.00%
282ZIMVIE INC98888T10710$1120.00%
283ASHFORD HOSPITALITY TR INCAHT-PD23$860.00%
284VIATRIS INCVTRS5$500.00%