Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2025 · Filed May 13, 2025 · Accession 0001799957-25-000004

Total Value
$184.9M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720042,441$23.8M12.90%
2SPDR SER TR78464A409245,681$19.7M10.68%
3VANGUARD TAX-MANAGED FDS921943858314,423$16.0M8.64%
4ISHARES TR46436E312434,091$10.8M5.87%
5ISHARES TR46438G653420,165$10.8M5.86%
6ISHARES TR46436E486502,812$10.4M5.64%
7ISHARES TR46436E726479,854$10.4M5.64%
8ISHARES TR46436E130400,847$10.2M5.54%
9ISHARES TR46435U515295,047$7.5M4.03%
10VANGUARD WHITEHALL FDS92194640657,612$7.4M4.02%
11ISHARES TR46435UAA9306,953$7.4M4.01%
12ISHARES TR46436E205313,535$7.3M3.92%
13VANGUARD WORLD FD92191084042,993$5.5M3.00%
14ISHARES TR46432F33929,487$5.0M2.72%
15ISHARES TR46428750766,193$3.9M2.09%
16ISHARES TR46428780433,504$3.5M1.89%
17MICROSOFT CORPMSFT4,476$1.7M0.91%
18APPLE INCAAPL6,202$1.4M0.74%
19NETFLIX INCNFLX981$914,8120.49%
20ISHARES TR46434VBD136,010$905,6480.49%
21SPDR S&P 500 ETF TRSPY1,545$864,2580.47%
22BERKSHIRE HATHAWAY INC DELBRK-A1,495$796,2070.43%
23ISHARES TR46435GAA032,364$783,5260.42%
24ISHARES TR46436E16323,445$587,0630.32%
25ISHARES TR46438G68723,014$584,5560.32%
26NVIDIA CORPORATIONNVDA5,366$581,5680.31%
27ISHARES TR46429B6976,135$574,6040.31%
28DISNEY WALT CO2546871065,645$557,1620.30%
29ACCENTURE PLC IRELANDACN1,542$481,1660.26%
30AMAZON COM INCAMZN2,427$461,7610.25%
31SPDR SER TR78464A8546,944$456,6300.25%
32SPDR SER TR78464A64916,692$426,3140.23%
33VANGUARD INDEX FDS922908363768$394,6830.21%
34TAIWAN SEMICONDUCTOR MFG LTD8740391002,349$389,9340.21%
35META PLATFORMS INCMETA626$360,8060.20%
36ELI LILLY & COLLY434$358,4450.19%
37ISHARES TR46435U8616,871$333,3810.18%
38ARISTA NETWORKS INCANET4,205$325,8030.18%
39ISHARES TR46435U28312,012$303,6630.16%
40ISHARES TR46435U32511,649$294,6030.16%
41T-MOBILE US INCTMUSZ1,075$286,7130.16%
42ISHARES TR4642872262,769$273,9090.15%
43CHIPOTLE MEXICAN GRILL INCCMG5,441$273,1930.15%
44INTERNATIONAL BUSINESS MACHSINTR1,092$271,5370.15%
45COSTCO WHSL CORP NEW22160K105277$261,9810.14%
46AMERIPRISE FINL INC03076C106537$259,9670.14%
47ISHARES TR46434V3814,310$248,0910.13%
48TRANE TECHNOLOGIES PLCTT701$236,1810.13%
49ORACLE CORPORCL-PD1,686$235,7200.13%
50ALPHABET INCGOOG1,460$228,1390.12%
51AMERICAN EXPRESS COAXP842$226,5400.12%
52ISHARES TR4642878871,766$219,8670.12%
53BLACKSTONE INCBX1,567$219,0350.12%
54DICKS SPORTING GOODS INC2533931021,039$209,4210.11%
55GE HEALTHCARE TECHNOLOGIES IGEHC2,585$208,6350.11%
56PHILLIPS 66PSX1,675$206,8290.11%
57QUANTA SVCS INC74762E102776$197,2440.11%
58KROGER COKR2,809$190,1410.10%
59ZOETIS INCZTS1,099$180,9500.10%
60AMGEN INCAMGN575$179,1410.10%
61MASTERCARD INCORPORATEDMA324$177,5910.10%
62SOUTHERN COSOMN1,922$176,7280.10%
63FIDELITY NATL INFORMATION SV31620M1062,340$174,7510.09%
64SHELL PLCRYDAF2,354$172,5010.09%
65INNOVATOR ETFS TRUSTINHD3,675$170,4170.09%
66DUPONT DE NEMOURS INCDD2,253$168,2540.09%
67ISHARES TR46436E5287,146$165,9300.09%
68PROCTER AND GAMBLE CO742718109968$164,9670.09%
69ISHARES TR464287614435$157,0740.08%
70SPDR SER TR78464A7631,126$152,7760.08%
71ABBOTT LABSABLZF1,124$149,0990.08%
72JACOBS SOLUTIONS INCJ1,213$146,6400.08%
73COCA COLA COKO2,038$145,9330.08%
74QUEST DIAGNOSTICS INCDGX818$138,4060.07%
75ISHARES TR464287622451$138,3400.07%
76UNION PAC CORPUNP584$137,9640.07%
77NXP SEMICONDUCTORS N VNXPI717$136,2730.07%
78ISHARES TR46434V6212,199$135,8540.07%
79TOLL BROTHERS INCTOL1,238$130,7200.07%
80AVALONBAY CMNTYS INCAWX584$125,3380.07%
81VANGUARD INDEX FDS922908744675$116,6000.06%
82SPDR S&P MIDCAP 400 ETF TRMDY199$106,1630.06%
83INNOVATOR ETFS TRUSTINHD3,483$103,6890.06%
84ISHARES TR46429B6551,737$88,6740.05%
85TESLA INCTSLA304$78,7850.04%
86ISHARES TR46435U1683,109$72,2530.04%
87STMICROELECTRONICS N VSTMEF3,250$71,3700.04%
88HCA HEALTHCARE INCHCA199$68,7640.04%
89ALPHABET INCGOOG425$65,7280.04%
90PHILLIPS EDISON & CO INCPECO1,631$59,5150.03%
91DUKE ENERGY CORP NEWDUKB486$59,2770.03%
92PACER FDS TR69374H881967$52,9530.03%
93PFIZER INCPFE2,076$52,6070.03%
94ISHARES GOLD TRIAU849$50,0570.03%
95SPDR SER TR78464A847968$49,5420.03%
96PEPSICO INCPEP315$47,2890.03%
97INTEL CORPINTC2,048$46,5100.03%
98TEVA PHARMACEUTICAL INDS LTD8816242092,712$41,6830.02%
99SPDR INDEX SHS FDS78463X8891,084$39,4680.02%
100ABRDN SILVER ETF TRUSTSIVR1,175$38,1990.02%
101ISHARES U S ETF TR46431W507700$35,6090.02%
102BROADCOM INCAVGO206$34,4910.02%
103ADVANCED MICRO DEVICES INCAMD327$33,5960.02%
104INNOVATOR ETFS TRUSTINHD1,027$31,4780.02%
105JPMORGAN CHASE & CO.VYLD125$30,6630.02%
106CHUBB LIMITEDCB100$30,1990.02%
107FIRST TR EXCHANGE TRADED FD33738R506512$29,9720.02%
108AMERICA MOVIL SAB DE CVAMXOF1,908$27,1320.01%
109WALMART INCWMT286$25,1080.01%
110SHOPIFY INCSHOP256$24,4430.01%
111VANGUARD INDEX FDS92290863792$23,6470.01%
112HOME DEPOT INCHD60$21,9890.01%
113LENNAR CORPLEN-B191$21,9230.01%
114CANADIAN NATL RY CO136375102200$19,4920.01%
115LOWES COS INC54866110782$19,1250.01%
116VANGUARD WORLD FD92191081660$18,5330.01%
117BOEING COBA-PA100$17,0550.01%
118LOCKHEED MARTIN CORPLMT38$16,9750.01%
119MOTOROLA SOLUTIONS INCMSI38$16,6370.01%
120BLACKROCK INCBLK17$16,0900.01%
121BWX TECHNOLOGIES INCBWXT155$15,2910.01%
122AFLAC INCAFL137$15,2330.01%
123SPDR SER TR78464A821185$14,7000.01%
124CHEVRON CORP NEWCVX86$14,3870.01%
125UNITEDHEALTH GROUP INCUNH27$14,1410.01%
126MCDONALDS CORPMCD45$14,0570.01%
127AUTOMATIC DATA PROCESSING INADP46$14,0540.01%
128LINDE PLCLIN30$13,9690.01%
129ISHARES TR46432F39669$13,9470.01%
130ANALOG DEVICES INCADI68$13,7140.01%
131TRUMP MEDIA & TECHNOLOGY GRODJTWW697$13,6190.01%
132CENTRUS ENERGY CORPLEU216$13,4370.01%
133FIRST TR EXCHANGE-TRADED FD33741X102394$13,1990.01%
134MARATHON PETE CORPMARA90$13,1120.01%
135EATON CORP PLCETN48$13,0480.01%
136PULTE GROUP INC745867101126$12,9530.01%
137CISCO SYS INCCSCO208$12,8360.01%
138OKLO INCOKLO588$12,7180.01%
139ENBRIDGE INCENNPF285$12,6280.01%
140EXXON MOBIL CORPXOM101$12,0120.01%
141PAYCHEX INCPAYX77$11,8800.01%
142EMERSON ELEC COEMR108$11,8410.01%
143NUSCALE PWR CORPNU800$11,3280.01%
144STARBUCKS CORPSBUX114$11,1740.01%
145ILLINOIS TOOL WKS INC45230810945$11,1600.01%
146VANGUARD INDEX FDS92290862942$10,8620.01%
147VANGUARD INDEX FDS92290875148$10,6440.01%
148JOHNSON & JOHNSONJNJ63$10,4480.01%
149D R HORTON INC23331A10982$10,4250.01%
150ENTERPRISE PRODS PARTNERS L293792107300$10,2420.01%
151NEXTERA ENERGY INCNEE-PW143$10,1370.01%
152INVESCO QQQ TRIVZ21$9,9240.01%
153GENERAL DYNAMICS CORPGD36$9,8130.01%
154S&P GLOBAL INCSPGI19$9,6540.01%
155CYTOKINETICS INCCYTK240$9,6460.01%
156SPDR INDEX SHS FDS78463X509244$9,6060.01%
157ISHARES TR46428888594$9,4000.01%
158INVESCO EXCHANGE TRADED FD TIVZ230$8,9340.00%
159GRAINGER W W INC3848021049$8,8900.00%
160NIKE INCNKE139$8,8240.00%
161MICROSTRATEGY INCSTRK30$8,6480.00%
162RTX CORPORATIONRTX64$8,4770.00%
163ISHARES TR46435U853223$8,2090.00%
164FORD MTR CO345370860814$8,1640.00%
165L3HARRIS TECHNOLOGIES INCLHX39$8,1630.00%
166WEC ENERGY GROUP INCWEC72$7,8470.00%
167FIRST TR EXCHANGE-TRADED FD33733E500230$6,5830.00%
168GE AEROSPACE36960430132$6,4050.00%
169BRISTOL-MYERS SQUIBB COCELG-RI100$6,0990.00%
170TARGET CORPTGT55$5,7380.00%
171US BANCORP DELUSB-PS131$5,5310.00%
172CONAGRA BRANDS INCCAG190$5,0670.00%
173COLGATE PALMOLIVE COCL54$5,0600.00%
174ISHARES BITCOIN TRUST ETFIBIT107$5,0090.00%
175OMEGA HEALTHCARE INVS INC681936100125$4,7600.00%
176NORTHROP GRUMMAN CORPNOC9$4,6080.00%
177VISA INCV13$4,5900.00%
178ALPS ETF TR00162Q460200$4,5840.00%
179AMERICAN TOWER CORP NEW03027X10021$4,5700.00%
180INVESCO EXCH TRADED FD TR IIIVZ145$4,4170.00%
181ALLSTATE CORPALL-PJ21$4,3480.00%
182INTUITINTU7$4,2980.00%
183VERIZON COMMUNICATIONS INCVZ93$4,2180.00%
184SCHWAB STRATEGIC TR808524672165$4,1970.00%
185BANK AMERICA CORP06050510498$4,0760.00%
186ISHARES TR46428857039$4,0290.00%
187HP INCHPQ145$4,0150.00%
188THE CAMPBELLS COMPANYCPB100$3,9920.00%
189CARNIVAL CORPCUKPF200$3,9060.00%
190DANAHER CORPORATION23585110219$3,8950.00%
191TRUIST FINL CORP89832Q10988$3,6210.00%
192KELLANOVABEKE43$3,5470.00%
193KEYCORP493267108221$3,5340.00%
194ROBLOX CORPRBLX60$3,4970.00%
195ADOBE INCADBE9$3,4520.00%
196CONSTELLATION ENERGY CORPCEG17$3,4280.00%
197VANGUARD INDEX FDS9229087369$3,3370.00%
198MORGAN STANLEYMS-PQ28$3,2670.00%
199SUN LIFE FINANCIAL INC.SUNFF57$3,2640.00%
200PRUDENTIAL FINL INCPUKPF29$3,2390.00%
201GENERAL MLS INC37033410454$3,2290.00%
202CITIGROUP INCC-PR44$3,1240.00%
203ISHARES SILVER TRSLV100$3,0990.00%
204CARLISLE COS INC1423391009$3,0650.00%
205PPG INDS INC69350610728$3,0620.00%
206ISHARES TR46428748126$3,0550.00%
207OMNICOM GROUP INCOMC36$2,9850.00%
208VANGUARD INDEX FDS92290861116$2,9810.00%
209GILEAD SCIENCES INCGILD26$2,9130.00%
210SANOFISNYNF52$2,8840.00%
211FIDELITY COVINGTON TRUST31609284058$2,8770.00%
212BCE INCBCPPF124$2,8470.00%
213HEWLETT PACKARD ENTERPRISE CHPE-PC184$2,8390.00%
214AT&T INCT-PC100$2,8280.00%
215SIMON PPTY GROUP INC NEW82880610917$2,8230.00%
216RESTAURANT BRANDS INTL INC76131D10342$2,7990.00%
217VALERO ENERGY CORPVLO21$2,7730.00%
218LYONDELLBASELL INDUSTRIES NLYB39$2,7460.00%
219CVS HEALTH CORPCVS40$2,7100.00%
220UNITED PARCEL SERVICE INCUPS24$2,6400.00%
221INTERNATIONAL PAPER CO46014610348$2,5610.00%
222PHILIP MORRIS INTL INC71817210916$2,5400.00%
223EDISON INTL28102010742$2,4750.00%
224WEST PHARMACEUTICAL SVSC INC95530610511$2,4630.00%
225MODERNA INCMRNA84$2,3810.00%
226ISHARES TR46435G43356$2,3210.00%
227INVESCO EXCHANGE TRADED FD TIVZ50$2,3100.00%
228COMCAST CORP NEWCCZ61$2,2510.00%
229CBRE GBL REAL ESTATE INC FD12504G100400$2,0640.00%
230SCHWAB STRATEGIC TR80852465663$2,0610.00%
231CORECIVIC INCCXW100$2,0290.00%
232BEST BUY INCBBY27$1,9920.00%
233FIDELITY COVINGTON TRUST31609286536$1,8340.00%
234SPDR SER TR78464A20121$1,7430.00%
235DOLLAR GEN CORP NEW25667710517$1,4950.00%
236VANECK ETF TRUST92189F60120$1,4650.00%
237GLOBAL X FDS37954Y71550$1,4230.00%
238ISHARES TR46435G34261$1,3690.00%
239ASML HOLDING N VASMLF2$1,3250.00%
240HALLIBURTON COHAL50$1,2690.00%
241LTC PPTYS INC50217510230$1,0640.00%
242SCHWAB CHARLES CORPSCHW-PJ13$1,0090.00%
243VITA COCO CO INCCOCO32$9810.00%
244BLOCK INCBSQKZ16$8690.00%
245CAMPING WORLD HLDGS INCCWH50$8080.00%
246SALESFORCE INCCRM3$6750.00%
247ETF SER SOLUTIONS26922A84232$6650.00%
248AMPLIFY ETF TR03210854032$6350.00%
249AIRBNB INCABNB5$5970.00%
250FIDELITY COVINGTON TRUST31609288111$5320.00%
251CSX CORPCSX11$3100.00%
252GAP INCGAP14$2980.00%
253VANGUARD INDEX FDS9229085533$2720.00%
254WARNER BROS DISCOVERY INCWBD24$2580.00%
255DXC TECHNOLOGY CODXC15$2560.00%
256SPDR SER TR78468R60610$2340.00%
257GLOBAL X FDS37954Y70721$1720.00%
258LUCID GROUP INCLCID50$1210.00%
259PIEDMONT LITHIUM INC72016P10519$1200.00%
260VIATRIS INCVTRS5$440.00%
261BEYOND INCBBBY-WT7$410.00%
262VIRGIN GALACTIC HOLDINGS INCSPCE12$360.00%