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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 Q4 2023 · Filed October 24, 2023 · Accession 0001799957-23-000005

Total Value
$134.5M
Positions
295
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (295)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908744102,423$14.1M10.50%
2SPDR SER TR78464A409225,155$13.3M9.92%
3ISHARES TR46428720025,859$11.1M8.26%
4VANGUARD TAX-MANAGED FDS921943858225,823$9.9M7.34%
5ISHARES TR46435UAA9411,874$9.5M7.09%
6ISHARES TR46434VBD1385,938$9.4M6.99%
7ISHARES TR46435GAA0401,798$9.4M6.97%
8ISHARES TR46434VBG4283,060$7.0M5.20%
9ISHARES TR46435U515265,391$6.4M4.74%
10ISHARES TR46434VAX8233,076$5.9M4.39%
11ISHARES TR46436E205249,055$5.5M4.05%
12ISHARES TR46436E726237,333$4.8M3.60%
13ISHARES TR46428750713,066$3.3M2.42%
14ISHARES TR46428780432,031$3.0M2.25%
15ISHARES TR46428772128,686$3.0M2.24%
16VANGUARD WORLD FDS92204A8769,203$1.2M0.87%
17ISHARES TR46435U43241,558$1.1M0.81%
18APPLE INCAAPL5,824$997,0450.74%
19ISHARES TR46435U69738,105$978,9170.73%
20ISHARES TR46435G31837,297$952,0060.71%
21SPDR S&P 500 ETF TRSPY1,669$713,4640.53%
22BERKSHIRE HATHAWAY INC DELBRK-A1,493$522,9980.39%
23ISHARES TR46429B6976,126$443,4000.33%
24AMAZON COM INCAMZN2,620$333,0540.25%
25SPDR SER TR78464A64913,578$330,4890.25%
26NETFLIX INCNFLX717$270,7390.20%
27ALPHABET INCGOOG1,760$232,0560.17%
28ISHARES TR46434V3814,277$223,3020.17%
29AUTOMATIC DATA PROCESSING INADP908$218,4470.16%
30EXXON MOBIL CORPXOM1,804$212,1140.16%
31ISHARES TR46435U8615,638$209,9030.16%
32TESLA INCTSLA813$203,4290.15%
33COMCAST CORP NEWCCZ4,517$200,2840.15%
34ISHARES TR4642878871,766$193,6950.14%
35COCA COLA COKO3,414$191,1090.14%
36ELI LILLY & COLLY337$181,0130.13%
37NORTHROP GRUMMAN CORPNOC405$178,2770.13%
38VANGUARD ADMIRAL FDS INC9219327031,197$177,9820.13%
39INTEL CORPINTC4,978$176,9680.13%
40SPLUNK INC8486371041,207$176,5240.13%
41SEAGATE TECHNOLOGY HLDNGS PLSE2,662$175,5590.13%
42ISHARES TR464287614628$167,0420.12%
43CIENA CORPCIEN3,400$160,6840.12%
44ALPHABET INCGOOG1,185$155,0690.12%
45CATALENT INC1488061023,404$154,9840.12%
46SPDR SER TR78464A8543,042$152,8910.11%
47RAYMOND JAMES FINL INC7547301091,519$152,5530.11%
48GALLAGHER ARTHUR J & CO363576109647$147,4710.11%
49SEMPRASREA2,166$147,3530.11%
50STMICROELECTRONICS N VSTMEF3,250$140,2700.10%
51D R HORTON INC23331A1091,287$138,3140.10%
52ABBOTT LABSABLZF1,378$133,4590.10%
53AMERICAN EXPRESS COAXP888$132,4810.10%
54TWILIO INCTWLO2,104$123,1470.09%
55WALMART INCWMT768$122,8260.09%
56OLD DOMINION FREIGHT LINE INODFL293$119,8780.09%
57PROLOGIS INC.PLDGP1,065$119,5040.09%
58MERCK & CO INCMRK1,159$119,3190.09%
59MORGAN STANLEYMS-PQ1,449$118,3400.09%
60ISHARES TR46434V6212,371$117,4360.09%
61ISHARES TR46429B6552,259$114,9610.09%
62INTUITIVE SURGICAL INCISRG377$110,1930.08%
63SPDR SER TR78464A763950$109,2600.08%
64ALBEMARLE CORPALB-PA621$105,5950.08%
65SMUCKER J M CO832696405858$105,4570.08%
66ULTA BEAUTY INCULTA262$104,6560.08%
67ISHARES TR464287622434$101,9510.08%
68DELL TECHNOLOGIES INCDELL1,392$95,9090.07%
69SPDR S&P MIDCAP 400 ETF TRMDY199$90,8710.07%
70ADOBE INCADBE171$87,1930.06%
71CANADIAN PACIFIC KANSAS CITYCP1,090$81,1070.06%
72SALESFORCE INCCRM395$80,0980.06%
73ISHARES TR464287226844$79,3700.06%
74META PLATFORMS INCMETA263$78,9550.06%
75PEPSICO INCPEP460$77,9420.06%
76ROYAL CARIBBEAN GROUPV7780T103830$76,4760.06%
77ACCENTURE PLC IRELANDACN243$74,6280.06%
78PFIZER INCPFE2,242$74,3680.06%
79HONEYWELL INTL INC438516106395$72,9720.05%
80DUKE ENERGY CORP NEWDUKB824$72,7260.05%
81DRAFTKINGS INC NEWDKNG2,432$71,5980.05%
82MCDONALDS CORPMCD270$71,1290.05%
83MICROSOFT CORPMSFT224$70,5720.05%
84NVIDIA CORPORATIONNVDA154$66,9970.05%
85VANGUARD INDEX FDS922908736236$64,2650.05%
86PALO ALTO NETWORKS INCPANW253$59,3130.04%
87DANAHER CORPORATION235851102214$53,0930.04%
88ISHARES TR46429B2672,337$51,5070.04%
89ISHARES TR464287598328$49,7970.04%
90HCA HEALTHCARE INCHCA199$48,9500.04%
91LOCKHEED MARTIN CORPLMT114$46,6210.03%
92SANOFISNYNF868$46,5600.03%
93BROADCOM INCAVGO56$46,5120.03%
94UNITEDHEALTH GROUP INCUNH91$45,8810.03%
95HALLIBURTON COHAL1,115$45,1600.03%
96BROADRIDGE FINL SOLUTIONS IN11133T103246$44,0460.03%
97QUANTA SVCS INC74762E102215$40,2200.03%
98SKECHERS U S A INC830566105818$40,0410.03%
99OMNICOM GROUP INCOMC536$39,9210.03%
100HP INCHPQ1,511$38,8330.03%
101CISCO SYS INCCSCO714$38,3850.03%
102MARRIOTT INTL INC NEW571903202194$38,1330.03%
103JPMORGAN CHASE & COVYLD262$37,9950.03%
104DUPONT DE NEMOURS INCDD508$37,8920.03%
105CONOCOPHILLIPSCOP316$37,8570.03%
106NXP SEMICONDUCTORS N VNXPI189$37,7850.03%
107CHIPOTLE MEXICAN GRILL INCCMG20$36,6370.03%
108JACOBS SOLUTIONS INCJ268$36,5820.03%
109SPDR INDEX SHS FDS78463X8891,173$36,3750.03%
110KLA CORPKLAC79$36,2340.03%
111LULULEMON ATHLETICA INCLULU93$35,8620.03%
112VERIZON COMMUNICATIONS INCVZ1,104$35,7810.03%
113MCKESSON CORPMCK82$35,6580.03%
114LOWES COS INC548661107169$35,1250.03%
115PRUDENTIAL FINL INCPUKPF369$35,0140.03%
116ISHARES U S ETF TR46431W507700$34,9230.03%
117BLACKROCK INCBLK54$34,9100.03%
118TRUIST FINL CORP89832Q1091,218$34,8470.03%
119ARISTA NETWORKS INCANET187$34,3950.03%
120BLACKSTONE INCBX318$34,0710.03%
121MASTERCARD INCORPORATEDMA86$34,0480.03%
122DEERE & CODE90$33,9640.03%
123THERMO FISHER SCIENTIFIC INCTMO67$33,9130.03%
124COSTCO WHSL CORP NEW22160K10560$33,8980.03%
125ILLINOIS TOOL WKS INC452308109147$33,8560.03%
126ASHLAND INCASH409$33,4070.02%
127DISNEY WALT CO254687106412$33,3930.02%
128GILEAD SCIENCES INCGILD443$33,1980.02%
129UNILEVER PLCUNLYF669$33,0490.02%
130AMERICA MOVIL SAB DE CVAMXOF1,908$33,0470.02%
131PROCTER AND GAMBLE CO742718109225$32,8190.02%
132JOHNSON & JOHNSONJNJ205$31,9290.02%
133PIONEER NAT RES CO723787107139$31,9070.02%
134AVALONBAY CMNTYS INCAWX185$31,7720.02%
135AMERIPRISE FINL INC03076C10696$31,6490.02%
136PAYCHEX INCPAYX274$31,6000.02%
137CAPITAL ONE FINL CORP14040H105323$31,3470.02%
138AMGEN INCAMGN116$31,1760.02%
139GENUINE PARTS COGPC215$31,0420.02%
140TOLL BROTHERS INCTOL416$30,7670.02%
141QUALCOMM INCQCOM277$30,7640.02%
142PUBLIC SVC ENTERPRISE GRP IN744573106539$30,6740.02%
143DIGITAL RLTY TR INC253868103253$30,6180.02%
144T-MOBILE US INCTMUSZ213$29,8310.02%
145ISHARES GOLD TRIAU850$29,7420.02%
146ZOETIS INCZTS169$29,4030.02%
147CITIGROUP INCC-PR698$28,7090.02%
148ROYAL BK CDA780087102324$28,3310.02%
149SERVICENOW INCNOW50$27,9480.02%
150DTE ENERGY CODTK281$27,8980.02%
151UNION PAC CORPUNP137$27,8970.02%
152TAIWAN SEMICONDUCTOR MFG LTD874039100319$27,7210.02%
153BCE INCBCPPF724$27,6350.02%
154URANIUM ENERGY CORPUEC5,000$25,7500.02%
155ABRDN SILVER ETF TRUSTSIVR1,194$25,3840.02%
156GEN DIGITAL INCGENVR1,418$25,0700.02%
157MEDTRONIC PLCMDT314$24,6050.02%
158NIKE INCNKE252$24,0960.02%
159INVESCO LTDIVZ1,634$23,7260.02%
160BOEING COBA-PA117$22,4270.02%
161ISHARES INC46434G103469$22,3200.02%
162CVS HEALTH CORPCVS315$21,9930.02%
163PHILLIPS 66PSX182$21,8670.02%
164CANADIAN NATL RY CO136375102200$21,6660.02%
165LENNAR CORPLEN-B191$21,4360.02%
166ARES CAPITAL CORPARCC20,000$20,5060.02%
167VANGUARD SCOTTSDALE FDS92206C870251$19,0710.01%
168DOLLAR GEN CORP NEW256677105174$18,4090.01%
169HOME DEPOT INCHD60$18,1300.01%
170AT&T INCT-PC1,175$17,6490.01%
171VANGUARD SCOTTSDALE FDS92206C771388$16,9870.01%
172SHELL PLCRYDAF250$16,0950.01%
173ISHARES TR46436E528590$13,2930.01%
174VANGUARD SCOTTSDALE FDS92206C680189$12,9350.01%
175SPDR SER TR78464A821185$12,7910.01%
176FORD MTR CO DEL3453708601,015$12,6060.01%
177VANGUARD INDEX FDS92290875164$12,1000.01%
178ISHARES TR46432F33991$11,9930.01%
179VANGUARD WORLD FD92191081652$11,7990.01%
180VANGUARD CHARLOTTE FDS92203J407244$11,6710.01%
181ISHARES TR464287465167$11,5100.01%
182ISHARES TR46432F39682$11,4550.01%
183VANGUARD INDEX FDS92290862955$11,4530.01%
184ENBRIDGE INCENNPF345$11,4510.01%
185DIGITAL WORLD ACQUISITION CODJTWW697$11,4450.01%
186FIRST TR EXCHANGE-TRADED FD33733E500255$10,8710.01%
187SPDR INDEX SHS FDS78463X509323$10,8430.01%
188ISHARES TR464288885123$10,6150.01%
189NOVARTIS AGNVSEF100$10,1860.01%
190INVESCO EXCHANGE TRADED FD TIVZ230$10,1850.01%
191SOFI TECHNOLOGIES INCSOFI1,250$9,9880.01%
192PULTE GROUP INC745867101126$9,3300.01%
193ISHARES TR46435U853240$8,3300.01%
194ENTERPRISE PRODS PARTNERS L293792107300$8,2110.01%
195ISHARES TR464287309113$7,7310.01%
196INVESCO EXCH TRADED FD TR IIIVZ145$7,5100.01%
197ISHARES TR46435G326126$7,3430.01%
198ALPS ETF TR00162Q460200$7,3140.01%
199RESTAURANT BRANDS INTL INC76131D103109$7,2620.01%
200CYTOKINETICS INCCYTK240$7,0700.01%
201UNITED PARCEL SERVICE INCUPS44$6,8580.01%
202SOUTHWEST AIRLS CO844741108250$6,7680.01%
203KEYCORP493267108614$6,6070.00%
204KELLANOVABEKE109$6,4870.00%
205LAZARD LTDLAZ207$6,4190.00%
206PHILIP MORRIS INTL INC71817210969$6,3880.00%
207VANGUARD WORLD FD92191084060$6,0840.00%
208SUN LIFE FINANCIAL INC.SUNFF122$5,9540.00%
209VALERO ENERGY CORPVLO42$5,9520.00%
210INTERNATIONAL BUSINESS MACHSINTR42$5,8930.00%
211SOUTHERN COSOMN90$5,8250.00%
212BRISTOL-MYERS SQUIBB COCELG-RI100$5,8040.00%
213LYONDELLBASELL INDUSTRIES NLYB61$5,7770.00%
214VANGUARD INDEX FDS92290876927$5,7350.00%
215EDISON INTL28102010790$5,6960.00%
216ISHARES TR46428748161$5,5720.00%
217CHEVRON CORP NEWCVX33$5,5640.00%
218INTERNATIONAL PAPER CO460146103154$5,4620.00%
219VANGUARD INDEX FDS92290861134$5,4230.00%
220VANGUARD SCOTTSDALE FDS92206C84795$5,2730.00%
221CONAGRA BRANDS INCCAG190$5,2100.00%
222SIMON PPTY GROUP INC NEW82880610945$4,8610.00%
223CARNIVAL CORPCUKPF350$4,8020.00%
224GENERAL MLS INC37033410471$4,5430.00%
225US BANCORP DELUSB-PS131$4,3310.00%
226RTX CORPORATIONRTX58$4,1740.00%
227VISA INCV18$4,1400.00%
228WEST PHARMACEUTICAL SVSC INC95530610511$4,1270.00%
229EMERSON ELEC COEMR42$4,0560.00%
230INTUITINTU7$3,5770.00%
231WARNER BROS DISCOVERY INCWBD284$3,0840.00%
232INVESCO QQQ TRIVZ8$2,8660.00%
233BANK AMERICA CORP06050510498$2,6740.00%
234ISHARES TR46435G43374$2,4460.00%
235ISHARES TR46428881048$2,3280.00%
236TARGET CORPTGT20$2,2110.00%
237ISHARES TR46428857027$2,1980.00%
238ISHARES SILVER TRSLV100$2,0340.00%
239NORWEGIAN CRUISE LINE HLDG LNCLH120$1,9780.00%
240SPDR SER TR78464A20126$1,9050.00%
241ISHARES TR4642875234$1,8950.00%
242ABBVIE INCABBV12$1,7890.00%
243ROKU INCROKU25$1,7650.00%
244ROBLOX CORPRBLX60$1,7380.00%
245CORECIVIC INCCXW145$1,6310.00%
246EQUINIX INCEQIX2$1,4530.00%
247SHOPIFY INCSHOP26$1,4190.00%
248VANGUARD ADMIRAL FDS INC92193282816$1,3980.00%
249ASTRAZENECA PLCAZN18$1,2190.00%
250LABORATORY CORP AMER HLDGS50540R4096$1,2060.00%
251VANGUARD INDEX FDS9229083633$1,1780.00%
252ASML HOLDING N VASMLF2$1,1770.00%
253MONSTER BEVERAGE CORP NEWMNST20$1,0590.00%
254VANGUARD WHITEHALL FDS92194640610$1,0330.00%
255BIOGEN INCBIIB4$1,0280.00%
256FIRST SOLAR INCFSLR6$9700.00%
257SONOCO PRODS CO83549510216$8700.00%
258PIEDMONT LITHIUM INC72016P10519$7540.00%
259FOX CORPFOX24$7490.00%
260RIVIAN AUTOMOTIVE INCRIVN30$7280.00%
261EXPEDIA GROUP INCEXPE7$7210.00%
262CORTEVA INCCTVA14$7160.00%
263INVITATION HOMES INCINVH19$6020.00%
264KINDER MORGAN INC DELEP-PC34$5700.00%
265ISHARES TR4642878123$5600.00%
266STARBUCKS CORPSBUX5$4600.00%
267ETSY INCETSY7$4520.00%
268VIRGIN GALACTIC HOLDINGS INCSPCE250$4500.00%
269TREX CO INCTREX7$4310.00%
270VANGUARD SCOTTSDALE FDS92206C7146$4000.00%
271MARVELL TECHNOLOGY INCMRVL7$3790.00%
272ALCOA CORPAA11$3240.00%
273SIX FLAGS ENTMT CORP NEW83001A10213$3060.00%
274STAAR SURGICAL COSTAA7$2810.00%
275LUCID GROUP INCLCID50$2800.00%
276VANGUARD INTL EQUITY INDEX F9220428664$2680.00%
277DOXIMITY INCDOCS12$2550.00%
278AEVA TECHNOLOGIES INCAEVA300$2290.00%
279CAMPING WORLD HLDGS INCCWH11$2250.00%
280CHEWY INCCHWY11$2010.00%
281FORTREA HLDGS INCFTRE6$1720.00%
282FULGENT GENETICS INCFLGT5$1340.00%
283VANGUARD WORLD FDS92204A3061$1270.00%
284TASKUS INCTASK11$1140.00%
285OVERSTOCK COM INC DELBBBY-WT7$1110.00%
286VIAVI SOLUTIONS INCVIAV12$1100.00%
287LUMENTUM HLDGS INCLITE2$900.00%
288REDFIN CORP75737F10811$770.00%
289ROCKET COS INC77311W1019$750.00%
290ASHFORD HOSPITALITY TR INCAHT-PD23$550.00%
291VIATRIS INCVTRS5$490.00%
292FUBOTV INCFUBO15$400.00%
293MAGNITE INCMGNI5$380.00%
294FIGS INCFIGS6$350.00%
295VAXART INCVXRT30$230.00%