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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 COMBINATION REPORT

Parcion Private Wealth LLC

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001801263-23-000001

Total Value
$921.8M
Positions
275
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES INC46434G1031,141,434$53.3M5.78%
2PROSHARES TR74347B680708,892$50.7M5.50%
3SPDR SER TR78464A284923,855$45.2M4.91%
4INVESCO EXCHANGE TRADED FD TIVZ2,513,924$42.0M4.56%
5SPDR SER TR78464A821549,334$35.9M3.89%
6ISHARES TR46435G4741,453,387$35.8M3.88%
7INVESCO QQQ TRIVZ131,021$34.9M3.78%
8AMERICAN CENTY ETF TR025072877438,158$32.6M3.54%
9ISHARES GOLD TRIAU903,455$31.3M3.39%
10ISHARES INC464286475571,902$27.6M3.00%
11SELECT SECTOR SPDR TR81369Y209198,978$27.0M2.93%
12APPLE INCAAPL180,658$23.5M2.55%
13ISHARES INC464286608543,869$21.5M2.33%
14WEYERHAEUSER CO MTN BEWY568,293$17.6M1.91%
15PACCAR INCPCAR172,801$17.1M1.86%
16MICROSOFT CORPMSFT67,994$16.3M1.77%
17ISHARES TR464287440169,103$16.2M1.76%
18SPDR INDEX SHS FDS78463X400201,892$15.8M1.72%
19ISHARES TR464288414147,811$15.6M1.69%
20WORLD GOLD TRGLDW410,629$14.9M1.61%
21ISHARES TR464288273216,240$12.2M1.32%
22SPDR INDEX SHS FDS78463X756230,711$11.3M1.22%
23ISHARES TR46429B671215,580$10.2M1.11%
24COINBASE GLOBAL INCCOIN268,249$9.5M1.03%
25SPDR SER TR78464A76370,148$8.8M0.95%
26ALLIED MOTION TECHNOLOGIES IALNT247,512$8.6M0.93%
27SPDR SER TR78468R721154,335$7.0M0.76%
28JOHNSON & JOHNSONJNJ38,811$6.9M0.74%
29LOUISIANA PAC CORPLPX101,976$6.0M0.65%
30CHEVRON CORP NEWCVX33,158$6.0M0.65%
31CISCO SYS INCCSCO120,369$5.7M0.62%
32TEXAS INSTRS INC88250810433,622$5.6M0.60%
33PROCTER AND GAMBLE CO74271810935,939$5.4M0.59%
34AMAZON COM INCAMZN64,115$5.4M0.58%
35ORACLE CORPORCL-PD62,184$5.1M0.55%
36COMCAST CORP NEWCCZ143,972$5.0M0.55%
37NEXSTAR MEDIA GROUP INCNXST28,516$5.0M0.54%
38DANAHER CORPORATION23585110218,772$5.0M0.54%
39COCA COLA COKO75,525$4.8M0.52%
40BANDWIDTH INCBAND207,220$4.8M0.52%
41LINDE PLCLIN14,395$4.7M0.51%
42BLACKROCK INCBLK6,544$4.6M0.50%
43JPMORGAN CHASE & COVYLD34,525$4.6M0.50%
44MEDTRONIC PLCMDT58,879$4.6M0.50%
45FUNKO INCFNKO409,741$4.5M0.48%
46ABBOTT LABSABLZF40,498$4.4M0.48%
47HOME DEPOT INCHD13,905$4.4M0.48%
48MCDONALDS CORPMCD16,616$4.4M0.48%
49VANGUARD INDEX FDS92290861127,208$4.3M0.47%
50ISHARES TR464287234107,033$4.1M0.44%
51NEXTERA ENERGY INCNEE-PW47,048$3.9M0.43%
52WISDOMTREE TRWT134,050$3.8M0.41%
53CATERPILLAR INCCAT15,516$3.7M0.40%
54SEMPRASREA23,425$3.6M0.39%
55BEST BUY INCBBY44,733$3.6M0.39%
56SPDR SER TR78464A474116,082$3.4M0.37%
57FREEPORT-MCMORAN INCFCX86,581$3.3M0.36%
58MARSH & MCLENNAN COS INC57174810219,445$3.2M0.35%
59TRUIST FINL CORP89832Q10973,201$3.1M0.34%
60TJX COS INC NEW87254010939,507$3.1M0.34%
61SPDR GOLD TRGLD18,530$3.1M0.34%
62DEERE & CODE7,030$3.0M0.33%
63BROADCOM INCAVGO5,293$3.0M0.32%
64CRANE HLDGS COCXT29,370$3.0M0.32%
65CUBESMARTCUBE71,080$2.9M0.31%
66REPUBLIC SVCS INC76075910021,253$2.7M0.30%
67NVIDIA CORPORATIONNVDA18,342$2.7M0.29%
68WELLS FARGO CO NEW94974610164,064$2.6M0.29%
69MARATHON PETE CORPMARA22,524$2.6M0.28%
70BANK AMERICA CORP06050510478,618$2.6M0.28%
71SPDR SER TR78464A40949,151$2.5M0.27%
72CUMMINS INCCMI10,266$2.5M0.27%
73ISHARES TR46428743224,692$2.5M0.27%
74PRICE T ROWE GROUP INCTROW22,371$2.4M0.26%
75UNION PAC CORPUNP11,651$2.4M0.26%
76ROSS STORES INCROST19,985$2.3M0.25%
77DOW INCDOW42,712$2.2M0.23%
78INTEL CORPINTC75,368$2.0M0.22%
79BOEING COBA-PA10,348$2.0M0.21%
80DUPONT DE NEMOURS INCDD27,983$1.9M0.21%
81MERCK & CO INCMRK16,681$1.9M0.20%
82CONCENTRIX CORPCNXC13,866$1.8M0.20%
83VANGUARD INDEX FDS9229086379,969$1.7M0.19%
84ISHARES TR46436E82579,920$1.7M0.19%
85PINNACLE WEST CAP CORPPNW22,666$1.7M0.19%
86ALPHABET INCGOOG19,508$1.7M0.19%
87ISHARES TR46436E46083,015$1.7M0.18%
88ABBVIE INCABBV10,429$1.7M0.18%
89CORTEVA INCCTVA27,638$1.6M0.18%
90VANGUARD INDEX FDS9229083634,547$1.6M0.17%
91ISHARES TR46429B26767,549$1.5M0.17%
92PROSHARES TR74347B69824,893$1.5M0.17%
93DUKE ENERGY CORP NEWDUKB14,268$1.5M0.16%
94US BANCORP DELUSB-PS32,943$1.4M0.16%
95CONOCOPHILLIPSCOP11,812$1.4M0.15%
96TD SYNNEX CORPORATIONSNX13,866$1.3M0.14%
97COSTCO WHSL CORP NEW22160K1052,859$1.3M0.14%
98LILLY ELI & COLLY3,505$1.3M0.14%
99VANGUARD WORLD FDS92204A2076,659$1.3M0.14%
100BERKSHIRE HATHAWAY INC DELBRK-A4,078$1.3M0.14%
101ALPHABET INCGOOG13,815$1.2M0.13%
102PFIZER INCPFE22,461$1.2M0.12%
103VERIZON COMMUNICATIONS INCVZ28,282$1.1M0.12%
104DIMENSIONAL ETF TRUST25434V30250,241$1.1M0.12%
1053M COMMM9,125$1.1M0.12%
106SELECT SECTOR SPDR TR81369Y50612,343$1.1M0.12%
107SCHWAB STRATEGIC TR80852488833,211$1.0M0.11%
108SPDR SER TR78468R73922,035$1.0M0.11%
109ISHARES TR46436E84146,158$1.0M0.11%
110ISHARES TR46434V26633,813$1.0M0.11%
111VANGUARD INTL EQUITY INDEX F92204285825,870$1.0M0.11%
112NIKE INCNKE8,403$983,2350.11%
113PHILLIPS 66PSX9,109$948,0650.10%
114SCHLUMBERGER LTDSLB17,504$935,7640.10%
115INTERNATIONAL BUSINESS MACHSINTR6,300$887,6070.10%
116ISHARES TR46428835615,254$855,9020.09%
117SPDR S&P MIDCAP 400 ETF TRMDY1,899$840,8580.09%
118SPDR SER TR78464A8139,879$812,1530.09%
119MORGAN STANLEYMS-PQ9,469$805,0540.09%
120EXXON MOBIL CORPXOM6,787$748,6060.08%
121AMERICAN ELEC PWR CO INC0255371017,475$709,7510.08%
122DOMINION ENERGY INCD10,680$654,8980.07%
123T-MOBILE US INCTMUSZ4,646$650,4400.07%
124DTE ENERGY CODTK5,516$648,2950.07%
125ISHARES TR4642871685,291$638,1420.07%
126SALESFORCE INCCRM4,794$635,6050.07%
127MIDDLESEX WTR CO5966801088,000$629,3600.07%
128ISHARES TR4642876068,982$613,4710.07%
129UNISYS CORPUIS117,289$599,3470.07%
130VANGUARD TAX-MANAGED FDS92194385813,821$580,0670.06%
131SEAGEN INCSE4,320$555,1630.06%
132STARBUCKS CORPSBUX5,464$542,0290.06%
133INVESCO EXCH TRADED FD TR IIIVZ4,898$536,4780.06%
134GENERAL DYNAMICS CORPGD2,130$528,4740.06%
135RAYTHEON TECHNOLOGIES CORPRTX5,153$520,0410.06%
136ISHARES TR4642875072,070$500,7120.05%
137ENTERGY CORP NEWENO4,007$450,7880.05%
138ALTRIA GROUP INCMO9,742$445,3070.05%
139PALO ALTO NETWORKS INCPANW3,066$427,8590.05%
140ENBRIDGE INCENNPF10,858$424,5480.05%
141ISHARES TR46432F8426,752$416,1930.05%
142CRH PLCCRH10,010$398,2980.04%
143ALLIANT ENERGY CORPLNT7,024$387,7950.04%
144ARES CAPITAL CORPARCC20,982$387,5380.04%
145NETFLIX INCNFLX1,312$386,8830.04%
146VANGUARD INDEX FDS9229085534,645$383,1200.04%
147AT&T INCT-PC20,771$382,3940.04%
148BRISTOL-MYERS SQUIBB COCELG-RI5,312$382,1980.04%
149ACCENTURE PLC IRELANDACN1,421$379,1800.04%
150THERMO FISHER SCIENTIFIC INCTMO686$377,7730.04%
151ISHARES TR4642876481,760$377,5550.04%
152JD.COM INCJDCMF6,475$363,4420.04%
153VANGUARD INTL EQUITY INDEX F9220427183,413$350,8910.04%
154ALASKA AIR GROUP INCALK8,031$344,8510.04%
155ISHARES TR46428918019,044$333,8410.04%
156AVISTA CORPAVA7,333$325,1450.04%
157CITIGROUP INCC-PR7,128$322,3990.03%
158SPDR SER TR78468R6223,533$317,9700.03%
159VANGUARD INDEX FDS9229085122,294$310,1920.03%
160UNITEDHEALTH GROUP INCUNH577$305,9140.03%
161NOVARTIS AGNVSEF3,362$305,0010.03%
162VANECK ETF TRUST92189F43711,286$304,9480.03%
163PAYPAL HLDGS INCPYPL4,058$289,0110.03%
164VENTAS INCVTR6,338$285,5270.03%
165ESSEX PPTY TR INC2971781051,339$283,7610.03%
166FATE THERAPEUTICS INCFATE28,000$282,5200.03%
167KROGER COKR6,000$267,4800.03%
168LITMAN GREGORY FDS TR53700T8279,015$262,4270.03%
169LOCKHEED MARTIN CORPLMT535$260,2720.03%
170VANGUARD SCOTTSDALE FDS92206C7064,432$259,1780.03%
171INTUITIVE SURGICAL INCISRG950$252,0830.03%
172EVERSOURCE ENERGYES2,964$248,5020.03%
173APPLE INCAAPL1,892$245,8280.03%
174META PLATFORMS INCMETA2,040$245,4940.03%
175INVESCO EXCH TRADED FD TR IIIVZ12,510$243,8200.03%
176SPDR S&P 500 ETF TRSPY637$243,6080.03%
177ISHARES TR46429B7472,488$241,2360.03%
178SPDR SER TR78468R5561,752$238,0620.03%
179PROLOGIS INC.PLDGP2,099$236,6200.03%
180DISNEY WALT CO2546871062,655$230,6660.03%
181TESLA INCTSLA1,837$226,3410.02%
182ADOBE SYSTEMS INCORPORATEDADBE669$225,1390.02%
183ISHARES TR4642878792,461$224,7140.02%
184VISA INCV1,059$220,0180.02%
185ISHARES TR4642886532,001$216,4680.02%
186FORTINET INCFTNT4,290$209,7380.02%
187PHILIP MORRIS INTL INC7181721092,036$206,0640.02%
188MICROSOFT CORPMSFT856$205,2860.02%
189MOTOROLA SOLUTIONS INCMSI789$203,3330.02%
190LOWES COS INC5486611071,008$200,8340.02%
191KEYCORP49326710810,377$180,7670.02%
192FORD MTR CO DEL34537086013,938$162,1040.02%
193NEUBERGER BERMAN REAL ESTATENRO45,600$142,7280.02%
194ISHARES TR4642886531,026$110,9930.01%
195ALPHABET INCGOOG1,180$104,1110.01%
196AMAZON COM INCAMZN940$78,9600.01%
197ESS TECH INCGWH-WT17,013$41,3420.00%
198ALPHABET INCGOOG420$37,2670.00%
199JPMORGAN CHASE & COVYLD263$35,2680.00%
200META PLATFORMS INCMETA284$34,1770.00%
201ABBVIE INCABBV206$33,2920.00%
202HOME DEPOT INCHD99$31,2700.00%
203JOHNSON & JOHNSONJNJ170$30,0310.00%
204MERCK & CO INCMRK265$29,4020.00%
205COSTCO WHSL CORP NEW22160K10564$29,2160.00%
206PFIZER INCPFE567$29,0530.00%
207ISHARES TR464287440289$27,6800.00%
208SPDR SER TR78464A763220$27,5240.00%
209ISHARES TR46429B671578$27,4550.00%
210DANIMER SCIENTIFIC INC23627210015,250$27,2980.00%
211UNITEDHEALTH GROUP INCUNH49$25,9790.00%
212BERKSHIRE HATHAWAY INC DELBRK-A78$24,0940.00%
213NEXTERA ENERGY INCNEE-PW270$22,5720.00%
214ABBOTT LABSABLZF205$22,5070.00%
215BRISTOL-MYERS SQUIBB COCELG-RI267$19,2110.00%
216MARATHON PETE CORPMARA158$18,3900.00%
217NETFLIX INCNFLX61$17,9880.00%
218DANAHER CORPORATION23585110263$16,7210.00%
219ALTRIA GROUP INCMO362$16,5470.00%
220NVIDIA CORPORATIONNVDA113$16,5140.00%
221RAYTHEON TECHNOLOGIES CORPRTX163$16,4500.00%
222PROCTER AND GAMBLE CO742718109104$15,7620.00%
223MORGAN STANLEYMS-PQ169$14,3680.00%
224INTUITIVE SURGICAL INCISRG54$14,3290.00%
225THERMO FISHER SCIENTIFIC INCTMO26$14,3180.00%
226SELECT SECTOR SPDR TR81369Y209105$14,2640.00%
227SEMPRASREA88$13,6000.00%
228DEERE & CODE30$12,8630.00%
229PHILLIPS 66PSX109$11,3450.00%
230EVERSOURCE ENERGYES126$10,5640.00%
231VISA INCV49$10,1800.00%
232UNION PAC CORPUNP48$9,9390.00%
233LOCKHEED MARTIN CORPLMT20$9,7300.00%
234TRUIST FINL CORP89832Q109226$9,7250.00%
235EXXON MOBIL CORPXOM87$9,5960.00%
236CUMMINS INCCMI38$9,2070.00%
237BANK AMERICA CORP060505104249$8,2470.00%
238SELECT SECTOR SPDR TR81369Y50689$7,7850.00%
239PROLOGIS INC.PLDGP68$7,6660.00%
240NOVARTIS AGNVSEF52$4,7170.00%
241COCA COLA COKO74$4,7070.00%
242CONOCOPHILLIPSCOP34$4,0120.00%
243CHEVRON CORP NEWCVX22$3,9490.00%
244BROADCOM INCAVGO6$3,3550.00%
245PHILIP MORRIS INTL INC71817210933$3,3400.00%
246CISCO SYS INCCSCO63$3,0010.00%
247ADOBE SYSTEMS INCORPORATEDADBE6$2,0190.00%
248ALASKA AIR GROUP INCALK46$1,9750.00%
249SCHLUMBERGER LTDSLB36$1,9250.00%
250PINNACLE WEST CAP CORPPNW25$1,9010.00%
251ACCENTURE PLC IRELANDACN7$1,8680.00%
252LILLY ELI & COLLY5$1,8290.00%
253CORTEVA INCCTVA30$1,7630.00%
254CATERPILLAR INCCAT6$1,4370.00%
255ROSS STORES INCROST12$1,3930.00%
256TJX COS INC NEW87254010917$1,3530.00%
257MCDONALDS CORPMCD5$1,3180.00%
258MOTOROLA SOLUTIONS INCMSI5$1,2890.00%
259PACCAR INCPCAR13$1,2870.00%
260VENTAS INCVTR27$1,2160.00%
261AT&T INCT-PC66$1,2150.00%
262STARBUCKS CORPSBUX12$1,1900.00%
263VERIZON COMMUNICATIONS INCVZ28$1,1030.00%
264DOW INCDOW21$1,0580.00%
265DUPONT DE NEMOURS INCDD15$1,0290.00%
266LOWES COS INC5486611075$9960.00%
267DOMINION ENERGY INCD16$9810.00%
268NIKE INCNKE8$9360.00%
269MEDTRONIC PLCMDT12$9330.00%
270US BANCORP DELUSB-PS21$9160.00%
271ESSEX PPTY TR INC2971781054$8480.00%
2723M COMMM7$8390.00%
273BLACKROCK INCBLK1$7090.00%
274PAYPAL HLDGS INCPYPL8$5700.00%
275CRH PLCCRH10$3980.00%