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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 Q4 2023 · Filed October 27, 2023 · Accession 0001801263-23-000005

Total Value
$963.7M
Positions
270
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCHANGE TRADED FD TIVZ3,829,122$64.0M6.64%
2ISHARES INC46434G1031,246,170$59.3M6.15%
3AMERICAN CENTY ETF TR025072877574,958$44.8M4.65%
4ISHARES INC464286608999,282$42.2M4.38%
5SPDR SER TR78464A821588,843$40.7M4.22%
6AMERICAN CENTY ETF TR025072307546,624$36.8M3.82%
7APPLE INCAAPL199,476$34.2M3.54%
8ISHARES GOLD TRIAU861,943$30.2M3.13%
9PROSHARES TR74347B680395,133$26.4M2.74%
10COINBASE GLOBAL INCCOIN315,389$23.7M2.46%
11MICROSOFT CORPMSFT71,680$22.6M2.35%
12PACCAR INCPCAR257,883$21.9M2.28%
13DIMENSIONAL ETF TRUST25434V732931,707$21.7M2.25%
14INVESCO QQQ TRIVZ58,757$21.1M2.18%
15WORLD GOLD TRGLDW536,809$19.7M2.04%
16ISHARES TR464288414177,976$18.2M1.89%
17WEYERHAEUSER CO MTN BEWY568,293$17.4M1.81%
18SPDR INDEX SHS FDS78463X400241,762$17.3M1.79%
19ISHARES TR464287341405,399$16.7M1.74%
20ISHARES TR46434V621298,723$14.8M1.54%
21ISHARES TR464287440158,337$14.5M1.50%
22SPDR SER TR78464A76398,463$11.3M1.18%
23ISHARES TR464288273199,220$11.2M1.17%
24INVESCO EXCH TRADED FD TR IIIVZ427,210$9.5M0.98%
25ISHARES TR46429B671205,937$8.9M0.93%
26ASML HOLDING N VASMLF14,697$8.7M0.90%
27NVIDIA CORPORATIONNVDA18,159$7.9M0.82%
28AMAZON COM INCAMZN60,563$7.7M0.80%
29COMCAST CORP NEWCCZ172,547$7.7M0.79%
30CRH PLCCRH139,350$7.6M0.79%
31ISHARES TR46428722680,124$7.5M0.78%
32CISCO SYS INCCSCO135,897$7.3M0.76%
33ORACLE CORPORCL-PD66,789$7.1M0.73%
34JOHNSON & JOHNSONJNJ44,539$6.9M0.72%
35CHEVRON CORP NEWCVX37,665$6.4M0.66%
36PROCTER AND GAMBLE CO74271810942,139$6.1M0.64%
37DEERE & CODE16,248$6.1M0.64%
38JPMORGAN CHASE & COVYLD40,649$5.9M0.61%
39LINDE PLCLIN15,248$5.7M0.59%
40LOUISIANA PAC CORPLPX101,976$5.6M0.58%
41DANAHER CORPORATION23585110222,331$5.5M0.57%
42TEXAS INSTRS INC88250810434,572$5.5M0.57%
43BROADCOM INCAVGO6,464$5.4M0.56%
44SPDR SER TR78468R721111,933$4.9M0.51%
45SPDR SER TR78464A474166,510$4.9M0.51%
46COCA COLA COKO86,386$4.8M0.50%
47TJX COS INC NEW87254010953,703$4.8M0.50%
48BLACKROCK INCBLK7,270$4.7M0.49%
49CATERPILLAR INCCAT17,193$4.7M0.49%
50MCDONALDS CORPMCD17,530$4.6M0.48%
51ALLIENT INCALNT147,855$4.6M0.47%
52HOME DEPOT INCHD15,042$4.5M0.47%
53MARSH & MCLENNAN COS INC57174810223,317$4.4M0.46%
54GARMIN LTDGRMN39,979$4.2M0.44%
55MARATHON PETE CORPMARA27,624$4.2M0.43%
56ISHARES TR464287234107,033$4.1M0.42%
57MEDTRONIC PLCMDT50,479$4.0M0.41%
58WISDOMTREE TRWT132,075$3.7M0.39%
59NEXSTAR MEDIA GROUP INCNXST23,679$3.4M0.35%
60REPUBLIC SVCS INC76075910023,740$3.4M0.35%
61ABBOTT LABSABLZF33,836$3.3M0.34%
62FREEPORT-MCMORAN INCFCX86,000$3.2M0.33%
63SEMPRASREA46,776$3.2M0.33%
64SPDR GOLD TRGLD17,794$3.1M0.32%
65ALPHABET INCGOOG20,068$2.6M0.27%
66INTEL CORPINTC68,525$2.4M0.25%
67BANDWIDTH INCBAND214,275$2.4M0.25%
68CUMMINS INCCMI10,417$2.4M0.25%
69NEXTERA ENERGY INCNEE-PW40,660$2.3M0.24%
70WELLS FARGO CO NEW94974610156,583$2.3M0.24%
71UNION PAC CORPUNP11,319$2.3M0.24%
72ROSS STORES INCROST19,985$2.3M0.23%
73ALPHABET INCGOOG16,707$2.2M0.23%
74DOW INCDOW42,712$2.2M0.23%
75COSTCO WHSL CORP NEW22160K1053,881$2.2M0.23%
76BANK AMERICA CORP06050510478,869$2.2M0.22%
77BOEING COBA-PA11,015$2.1M0.22%
78DUPONT DE NEMOURS INCDD27,983$2.1M0.22%
79PRICE T ROWE GROUP INCTROW19,431$2.0M0.21%
80ELI LILLY & COLLY3,599$1.9M0.20%
81MERCK & CO INCMRK18,419$1.9M0.20%
82CUBESMARTCUBE48,623$1.9M0.19%
83ISHARES TR46435G47473,634$1.8M0.19%
84US BANCORP DELUSB-PS52,943$1.8M0.18%
85TRUIST FINL CORP89832Q10959,400$1.7M0.18%
86PINNACLE WEST CAP CORPPNW22,666$1.7M0.17%
87BERKSHIRE HATHAWAY INC DELBRK-A4,617$1.6M0.17%
88ABBVIE INCABBV10,771$1.6M0.17%
89CONOCOPHILLIPSCOP12,414$1.5M0.15%
90CORTEVA INCCTVA27,707$1.4M0.15%
91PROSHARES TR74347B69824,893$1.4M0.15%
92VANGUARD INDEX FDS9229083633,562$1.4M0.15%
93TD SYNNEX CORPORATIONSNX13,866$1.4M0.14%
94STARBUCKS CORPSBUX14,184$1.3M0.13%
95DUKE ENERGY CORP NEWDUKB14,233$1.3M0.13%
96FUNKO INCFNKO159,477$1.2M0.13%
97SELECT SECTOR SPDR TR81369Y50612,531$1.1M0.12%
98CONCENTRIX CORPCNXC13,870$1.1M0.12%
99PHILLIPS 66PSX9,109$1.1M0.11%
100ISHARES INC46428647519,965$1.1M0.11%
101DIMENSIONAL ETF TRUST25434V30247,399$1.1M0.11%
102SCHLUMBERGER LTDSLB17,504$1.0M0.11%
103SPDR SER TR78464A28442,029$1.0M0.10%
104SCHWAB STRATEGIC TR80852488831,037$1.0M0.10%
105ISHARES TR46434V26633,813$1.0M0.10%
106SALESFORCE INCCRM4,901$993,7760.10%
107TESLA INCTSLA3,865$967,2220.10%
108INTERNATIONAL BUSINESS MACHSINTR6,874$964,4220.10%
109ISHARES TR46429B26742,902$945,5600.10%
110SEAGEN INCSE4,320$916,4880.10%
111EXXON MOBIL CORPXOM7,112$836,2290.09%
112ISHARES TR46428835615,150$830,8260.09%
113VERIZON COMMUNICATIONS INCVZ24,630$798,2580.08%
114MORGAN STANLEYMS-PQ9,384$766,3910.08%
115ISHARES TR4642876893,110$762,1370.08%
116NIKE INCNKE7,654$731,8750.08%
117T-MOBILE US INCTMUSZ5,123$717,4760.07%
118META PLATFORMS INCMETA2,310$693,4850.07%
119AAON INCAAON11,780$669,9290.07%
120ISHARES TR4642872001,517$651,4450.07%
121ISHARES TR4642876068,982$648,8600.07%
122PALO ALTO NETWORKS INCPANW2,755$645,9310.07%
123PFIZER INCPFE18,968$629,1690.07%
124UNISYS CORPUIS172,747$595,9770.06%
125GENERAL DYNAMICS CORPGD2,650$585,5710.06%
126NETFLIX INCNFLX1,500$566,4000.06%
127SPDR S&P MIDCAP 400 ETF TRMDY1,224$558,9270.06%
128ADOBE INCADBE1,068$544,7010.06%
129DTE ENERGY CODTK5,464$542,4660.06%
130ISHARES TR4642874657,761$534,8880.06%
131SPDR SER TR78468R85314,378$530,5480.06%
132MIDDLESEX WTR CO5966801088,000$530,0000.05%
133UNITEDHEALTH GROUP INCUNH1,007$507,7190.05%
134DIMENSIONAL ETF TRUST25434V81519,399$491,5710.05%
135SPDR INDEX SHS FDS78463X7569,138$488,7040.05%
136VANGUARD INDEX FDS9229086113,019$481,5000.05%
137ISHARES TR4642875071,924$479,7490.05%
138DOMINION ENERGY INCD10,680$477,0760.05%
139ISHARES TR4642876552,694$476,1380.05%
140AMERICAN ELEC PWR CO INC0255371016,158$463,2050.05%
141VISA INCV1,926$442,9990.05%
142ALTRIA GROUP INCMO10,500$441,5250.05%
143ACCENTURE PLC IRELANDACN1,415$434,5610.05%
144ISHARES TR46428822429,297$428,3240.04%
1453M COMMM4,575$428,3120.04%
146ARES CAPITAL CORPARCC20,982$408,5200.04%
147LOCKHEED MARTIN CORPLMT958$391,7840.04%
148THERMO FISHER SCIENTIFIC INCTMO761$385,1950.04%
149MASTERCARD INCORPORATEDMA968$383,2410.04%
150QUALCOMM INCQCOM3,414$379,1730.04%
151ENTERGY CORP NEWENO3,932$363,7100.04%
152RTX CORPORATIONRTX5,030$362,0090.04%
153ENBRIDGE INCENNPF10,858$360,3770.04%
154ALLIANT ENERGY CORPLNT7,024$340,3130.04%
155ISHARES TR46428918017,702$334,7450.03%
156APPLE INCAAPL1,892$323,9290.03%
157BRISTOL-MYERS SQUIBB COCELG-RI5,446$316,0860.03%
158ESSEX PPTY TR INC2971781051,339$283,9890.03%
159AT&T INCT-PC18,568$278,8910.03%
160INTUITIVE SURGICAL INCISRG950$277,6760.03%
161MICROSOFT CORPMSFT856$270,2820.03%
162KROGER COKR6,000$268,5000.03%
163VENTAS INCVTR6,312$265,9250.03%
164INVESCO EXCH TRADED FD TR IIIVZ1,786$263,2740.03%
165VANGUARD TAX-MANAGED FDS9219438586,004$262,4950.03%
166VANGUARD SCOTTSDALE FDS92206C7064,312$246,4260.03%
167PROLOGIS INC.PLDGP2,168$243,2710.03%
168AMGEN INCAMGN890$239,1960.02%
169AVISTA CORPAVA7,333$237,3690.02%
170PAYPAL HLDGS INCPYPL4,058$237,2310.02%
171FORTINET INCFTNT3,967$232,7840.02%
172ALASKA AIR GROUP INCALK6,091$225,8540.02%
173ISHARES TR4642878792,509$223,8270.02%
174MOTOROLA SOLUTIONS INCMSI818$222,6920.02%
175SCHWAB STRATEGIC TR8085241024,443$221,4840.02%
176F5 INCFFIV1,365$219,9560.02%
177SPDR S&P 500 ETF TRSPY504$215,4500.02%
178ISHARES TR4642886532,111$207,8700.02%
179ISHARES TR46435G5162,959$204,5560.02%
180CARRIER GLOBAL CORPORATIONCARR3,700$204,2400.02%
181GILEAD SCIENCES INCGILD2,684$201,1390.02%
182FORD MTR CO DEL34537086012,438$154,4800.02%
183ALPHABET INCGOOG1,180$154,4150.02%
184NEUBERGER BERMAN REAL ESTATENRO45,600$127,2240.01%
185AMAZON COM INCAMZN940$119,4930.01%
186ISHARES TR4642886531,136$111,8620.01%
187META PLATFORMS INCMETA284$85,2600.01%
188FATE THERAPEUTICS INCFATE28,000$59,3600.01%
189ALPHABET INCGOOG420$55,3770.01%
190NVIDIA CORPORATIONNVDA113$49,1540.01%
191JPMORGAN CHASE & COVYLD263$38,1400.00%
192COSTCO WHSL CORP NEW22160K10564$36,1570.00%
193ESS TECH INCGWH-WT17,013$31,9840.00%
194ABBVIE INCABBV206$30,7060.00%
195HOME DEPOT INCHD99$29,9140.00%
196BERKSHIRE HATHAWAY INC DELBRK-A78$27,3230.00%
197MERCK & CO INCMRK265$27,2820.00%
198JOHNSON & JOHNSONJNJ170$26,4780.00%
199SPDR SER TR78464A763223$25,6470.00%
200ISHARES TR46429B671582$25,1950.00%
201UNITEDHEALTH GROUP INCUNH49$24,7050.00%
202MARATHON PETE CORPMARA158$23,9120.00%
203NETFLIX INCNFLX61$23,0340.00%
204SPDR SER TR78468R853614$22,6570.00%
205TESLA INCTSLA81$20,2680.00%
206ABBOTT LABSABLZF205$19,8540.00%
207PFIZER INCPFE567$18,8070.00%
208INTUITIVE SURGICAL INCISRG54$15,7840.00%
209DANAHER CORPORATION23585110263$15,6300.00%
210BRISTOL-MYERS SQUIBB COCELG-RI267$15,4970.00%
211NEXTERA ENERGY INCNEE-PW270$15,4680.00%
212ALTRIA GROUP INCMO362$15,2220.00%
213PROCTER AND GAMBLE CO742718109104$15,1690.00%
214THERMO FISHER SCIENTIFIC INCTMO26$13,1600.00%
215ISHARES INC464286608311$13,1370.00%
216PHILLIPS 66PSX109$13,0960.00%
217SEMPRASREA176$11,9730.00%
218RTX CORPORATIONRTX163$11,7310.00%
219DEERE & CODE30$11,3210.00%
220VISA INCV49$11,2700.00%
221SELECT SECTOR SPDR TR81369Y506124$11,2080.00%
222EXXON MOBIL CORPXOM87$10,2290.00%
223UNION PAC CORPUNP48$9,7740.00%
224MASTERCARD INCORPORATEDMA22$8,7100.00%
225CUMMINS INCCMI38$8,6810.00%
226LOCKHEED MARTIN CORPLMT20$8,1790.00%
227PROLOGIS INC.PLDGP68$7,6300.00%
228AT&T INCT-PC457$6,8640.00%
229MORGAN STANLEYMS-PQ84$6,8600.00%
230BANK AMERICA CORP060505104249$6,8180.00%
231TRUIST FINL CORP89832Q109226$6,4660.00%
232DUKE ENERGY CORP NEWDUKB65$5,7370.00%
233ASML HOLDING N VASMLF9$5,2980.00%
234BROADCOM INCAVGO6$4,9830.00%
235COCA COLA COKO74$4,1430.00%
236CONOCOPHILLIPSCOP34$4,0730.00%
237CHEVRON CORP NEWCVX22$3,7100.00%
238CISCO SYS INCCSCO63$3,3870.00%
239GARMIN LTDGRMN32$3,3660.00%
240ADOBE INCADBE6$3,0590.00%
241LESLIES INC52706410915,000$2,8500.00%
242ELI LILLY & COLLY5$2,6860.00%
243ACCENTURE PLC IRELANDACN7$2,1500.00%
244SCHLUMBERGER LTDSLB36$2,0990.00%
245PINNACLE WEST CAP CORPPNW25$1,8420.00%
246ALASKA AIR GROUP INCALK46$1,7060.00%
247CATERPILLAR INCCAT6$1,6380.00%
248PACCAR INCPCAR19$1,6150.00%
249AMGEN INCAMGN6$1,6130.00%
250CORTEVA INCCTVA30$1,5350.00%
251TJX COS INC NEW87254010917$1,5110.00%
252MOTOROLA SOLUTIONS INCMSI5$1,3610.00%
253ROSS STORES INCROST12$1,3550.00%
254MCDONALDS CORPMCD5$1,3170.00%
255GILEAD SCIENCES INCGILD17$1,2740.00%
256VENTAS INCVTR27$1,1380.00%
257DUPONT DE NEMOURS INCDD15$1,1190.00%
258STARBUCKS CORPSBUX12$1,0950.00%
259DOW INCDOW21$1,0830.00%
260MEDTRONIC PLCMDT12$9400.00%
261ESSEX PPTY TR INC2971781054$8480.00%
262F5 INCFFIV5$8060.00%
263QUALCOMM INCQCOM7$7770.00%
264NIKE INCNKE8$7650.00%
265DOMINION ENERGY INCD16$7150.00%
266US BANCORP DELUSB-PS21$6940.00%
2673M COMMM7$6550.00%
268BLACKROCK INCBLK1$6460.00%
269CRH PLCCRH10$5470.00%
270PAYPAL HLDGS INCPYPL8$4680.00%