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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 2024 · Filed April 24, 2024 · Accession 0001801263-24-000003

Total Value
$1.14B
Positions
278
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WHITEHALL FDS9219468101,790,572$146.0M12.85%
2DIMENSIONAL ETF TRUST25434V7323,479,330$88.7M7.81%
3COINBASE GLOBAL INCCOIN296,663$78.7M6.92%
4AMERICAN CENTY ETF TR025072877659,921$61.8M5.44%
5SPDR SER TR78464A821669,453$58.4M5.14%
6INVESCO QQQ TRIVZ75,991$33.7M2.97%
7PACCAR INCPCAR272,054$33.7M2.97%
8APPLE INCAAPL178,903$30.7M2.70%
9JANUS DETROIT STR TR47103U852620,841$28.0M2.46%
10ISHARES TR4642871841,047,264$25.2M2.22%
11MICROSOFT CORPMSFT57,664$24.3M2.14%
12WEYERHAEUSER CO MTN BEWY568,293$20.4M1.80%
13ISHARES GOLD TRIAU399,697$16.8M1.48%
14NVIDIA CORPORATIONNVDA18,225$16.5M1.45%
15J P MORGAN EXCHANGE TRADED F46641Q332268,030$15.5M1.37%
16WORLD GOLD TRGLDW323,045$14.2M1.25%
17ISHARES TR46429B291292,055$13.9M1.22%
18ISHARES TR464288273184,810$11.7M1.03%
19INVESCO EXCH TRADED FD TR IIIVZ488,655$11.6M1.02%
20AMAZON COM INCAMZN59,561$10.7M0.95%
21BROADCOM INCAVGO7,521$10.0M0.88%
22KLA CORPKLAC12,809$8.9M0.79%
23ALLIENT INCALNT247,531$8.8M0.78%
24LOUISIANA PAC CORPLPX101,976$8.6M0.75%
25ORACLE CORPORCL-PD66,626$8.4M0.74%
26JPMORGAN CHASE & COVYLD40,061$8.0M0.71%
27SPDR SER TR78464A76360,320$7.9M0.70%
28DANAHER CORPORATION23585110230,745$7.7M0.68%
29MEDTRONIC PLCMDT86,877$7.6M0.67%
30MICROCHIP TECHNOLOGY INC.MCHPP84,387$7.6M0.67%
31PROCTER AND GAMBLE CO74271810944,665$7.2M0.64%
32CHEVRON CORP NEWCVX44,793$7.1M0.62%
33LINDE PLCLIN14,952$6.9M0.61%
34FIDELITY MERRIMACK STR TR316188309151,413$6.9M0.60%
35ABBOTT LABSABLZF58,105$6.6M0.58%
36RESMED INCRSMDF32,145$6.4M0.56%
37BLACKROCK INCBLK7,552$6.3M0.55%
38COCA COLA COKO101,524$6.2M0.55%
39CRH PLCCRH71,024$6.1M0.54%
40CATERPILLAR INCCAT16,650$6.1M0.54%
41FUNKO INCFNKO957,219$6.0M0.53%
42GARMIN LTDGRMN39,371$5.9M0.52%
43HOME DEPOT INCHD14,817$5.7M0.50%
44MARATHON PETE CORPMARA26,731$5.4M0.47%
45TRUIST FINL CORP89832Q109135,220$5.3M0.46%
46ACCENTURE PLC IRELANDACN15,083$5.2M0.46%
47TJX COS INC NEW87254010950,937$5.2M0.45%
48MCDONALDS CORPMCD18,141$5.1M0.45%
49FIDELITY WISE ORIGIN BITCOINFBTC80,022$5.0M0.44%
50MARSH & MCLENNAN COS INC57174810223,616$4.9M0.43%
51NEXSTAR MEDIA GROUP INCNXST27,106$4.7M0.41%
52KROGER COKR81,165$4.6M0.41%
53REPUBLIC SVCS INC76075910023,688$4.5M0.40%
54CUBESMARTCUBE100,251$4.5M0.40%
55PRICE T ROWE GROUP INCTROW36,133$4.4M0.39%
56CUMMINS INCCMI14,825$4.4M0.38%
57INTERPUBLIC GROUP COS INCINTR132,855$4.3M0.38%
58WISDOMTREE TRWT132,075$4.3M0.38%
59OSHKOSH CORPOSK34,322$4.3M0.38%
60SS&C TECHNOLOGIES HLDGS INCSSNC65,998$4.2M0.37%
61AMERICAN CENTY ETF TR02507230749,394$4.2M0.37%
62FREEPORT-MCMORAN INCFCX86,000$4.0M0.36%
63BANDWIDTH INCBAND220,355$4.0M0.35%
64COMCAST CORP NEWCCZ88,931$3.9M0.34%
65SPDR SER TR78464A474120,673$3.6M0.32%
66SEMPRASREA46,776$3.4M0.30%
67WELLS FARGO CO NEW94974610156,583$3.3M0.29%
68INTEL CORPINTC72,190$3.2M0.28%
69COSTCO WHSL CORP NEW22160K1054,213$3.1M0.27%
70BANK AMERICA CORP06050510477,838$3.0M0.26%
71ALPHABET INCGOOG19,494$2.9M0.26%
72ROSS STORES INCROST19,985$2.9M0.26%
73DEERE & CODE7,133$2.9M0.26%
74ELI LILLY & COLLY3,676$2.9M0.25%
75UNION PAC CORPUNP11,052$2.7M0.24%
76ISHARES TR46428723461,799$2.5M0.22%
77MERCK & CO INCMRK19,182$2.5M0.22%
78SPDR SER TR78464A87026,586$2.5M0.22%
79ALPHABET INCGOOG16,341$2.5M0.22%
80DOW INCDOW42,212$2.4M0.22%
81US BANCORP DELUSB-PS52,943$2.4M0.21%
82SPDR GOLD TRGLD10,736$2.2M0.19%
83ISHARES TR46429B67155,125$2.2M0.19%
84DUPONT DE NEMOURS INCDD27,983$2.1M0.19%
85BOEING COBA-PA10,565$2.0M0.18%
86INVESCO EXCHANGE TRADED FD TIVZ108,960$2.0M0.18%
87BERKSHIRE HATHAWAY INC DELBRK-A4,649$2.0M0.17%
88ABBVIE INCABBV10,648$1.9M0.17%
89ISHARES INC46434G10335,110$1.8M0.16%
90VANGUARD INDEX FDS9229083633,567$1.7M0.15%
91PINNACLE WEST CAP CORPPNW22,766$1.7M0.15%
92AAON INCAAON18,516$1.6M0.14%
93SALESFORCE INCCRM5,319$1.6M0.14%
94CORTEVA INCCTVA27,638$1.6M0.14%
95PROSHARES TR74347B69824,893$1.6M0.14%
96ISHARES INC46428660830,905$1.6M0.14%
97CONOCOPHILLIPSCOP12,362$1.6M0.14%
98TD SYNNEX CORPORATIONSNX13,866$1.6M0.14%
99PHILLIPS 66PSX9,109$1.5M0.13%
100INTERNATIONAL BUSINESS MACHSINTR7,482$1.4M0.13%
101DUKE ENERGY CORP NEWDUKB14,168$1.4M0.12%
102ISHARES TR46435G47450,369$1.4M0.12%
103STARBUCKS CORPSBUX14,208$1.3M0.11%
104PROSHARES TR74347B68015,020$1.2M0.10%
105META PLATFORMS INCMETA2,377$1.2M0.10%
106ISHARES TR46428734126,841$1.2M0.10%
107ISHARES TR46434V26633,813$1.1M0.10%
108SELECT SECTOR SPDR TR81369Y50611,698$1.1M0.10%
109VERIZON COMMUNICATIONS INCVZ25,930$1.1M0.10%
110JOHNSON & JOHNSONJNJ6,557$1.0M0.09%
111T-MOBILE US INCTMUSZ6,288$1.0M0.09%
112SCHLUMBERGER LTDSLB17,504$959,3940.08%
113ISHARES TR4642876893,110$933,2490.08%
114PALO ALTO NETWORKS INCPANW3,091$878,3060.08%
115MORGAN STANLEYMS-PQ9,284$874,1810.08%
116NETFLIX INCNFLX1,425$865,4450.08%
117ISHARES TR4642872001,621$852,2080.08%
118ISHARES TR4642876069,334$851,7280.07%
119EXXON MOBIL CORPXOM6,787$788,9210.07%
120GENERAL DYNAMICS CORPGD2,650$748,5990.07%
121NIKE INCNKE7,586$712,9320.06%
122VANGUARD INDEX FDS9229086113,627$695,9490.06%
123SPDR S&P MIDCAP 400 ETF TRMDY1,224$681,0340.06%
124LOCKHEED MARTIN CORPLMT1,443$656,3770.06%
125ISHARES TR4642874657,761$619,7930.05%
126SPDR SER TR78468R85314,385$619,1300.05%
127DTE ENERGY CODTK5,464$612,7330.05%
128ISHARES TR4642876552,818$592,6250.05%
1293M COMMM5,522$585,7190.05%
130UNITEDHEALTH GROUP INCUNH1,174$580,7780.05%
131TESLA INCTSLA2,995$526,5760.05%
132AMERICAN ELEC PWR CO INC0255371016,110$526,0710.05%
133DOMINION ENERGY INCD10,680$525,3490.05%
134PFIZER INCPFE18,836$522,6990.05%
135ADOBE INCADBE1,015$512,2950.05%
136ISHARES TR4642884144,756$511,7460.05%
137ISHARES TR46428822436,578$511,3600.05%
138VISA INCV1,780$496,7620.04%
139RTX CORPORATIONRTX5,030$490,5760.04%
140MOTOROLA SOLUTIONS INCMSI1,373$487,3880.04%
141THERMO FISHER SCIENTIFIC INCTMO818$475,4480.04%
142ISHARES TR4642874404,751$449,7670.04%
143ALTRIA GROUP INCMO10,031$437,5520.04%
144ARES CAPITAL CORPARCC20,982$436,8450.04%
145FORTINET INCFTNT6,223$425,0930.04%
146MASTERCARD INCORPORATEDMA881$424,2630.04%
147MIDDLESEX WTR CO5966801088,000$420,0000.04%
148ENTERGY CORP NEWENO3,932$415,5340.04%
149ENBRIDGE INCENNPF11,358$410,9320.04%
150QUALCOMM INCQCOM2,415$408,8150.04%
151INTUITIVE SURGICAL INCISRG950$379,1360.03%
152SPDR INDEX SHS FDS78463X4005,611$369,0920.03%
153ISHARES INC4642864756,261$368,4600.03%
154GENERAL ELECTRIC CO3696043012,074$364,0490.03%
155AMGEN INCAMGN1,274$362,2240.03%
156MICROSOFT CORPMSFT856$360,1360.03%
157COLUMBIA ETF TR I19761L3007,994$356,0020.03%
158ALLIANT ENERGY CORPLNT7,024$354,0100.03%
159ISHARES TR46428918015,203$345,7160.03%
160ESSEX PPTY TR INC2971781051,339$327,8010.03%
161AT&T INCT-PC18,586$327,1140.03%
162INVESCO EXCH TRADED FD TR IIIVZ1,781$325,3710.03%
163APPLE INCAAPL1,892$324,4400.03%
164NEXTERA ENERGY INCNEE-PW4,806$307,1510.03%
165PROSHARES TR74347R6934,800$291,5520.03%
166SPDR S&P 500 ETF TRSPY557$291,3500.03%
167DELL TECHNOLOGIES INCDELL2,511$286,5300.03%
168BRISTOL-MYERS SQUIBB COCELG-RI5,267$285,6290.03%
169PROLOGIS INC.PLDGP2,168$282,3170.02%
170DIMENSIONAL ETF TRUST25434V30211,392$281,6040.02%
171VENTAS INCVTR6,312$274,8240.02%
172PIPER SANDLER COMPANIESPIPR1,360$269,9460.02%
173PAYPAL HLDGS INCPYPL4,000$267,9600.02%
174CITIGROUP INCC-PR4,094$258,9050.02%
175F5 INCFFIV1,365$258,7900.02%
176ADVANCED MICRO DEVICES INCAMD1,430$258,1010.02%
177ISHARES TR4642878792,509$257,7950.02%
178AVISTA CORPAVA7,333$256,8020.02%
179AMERIPRISE FINL INC03076C106581$254,7340.02%
180BLACKSTONE INCBX1,835$241,0640.02%
181CENCORA INCCOR936$227,4390.02%
182EATON CORP PLCETN722$225,7550.02%
183CROWDSTRIKE HLDGS INCCRWD702$225,0540.02%
184SHOPIFY INCSHOP2,861$220,7830.02%
185LOWES COS INC548661107860$219,0680.02%
186ALASKA AIR GROUP INCALK5,091$218,8620.02%
187CARRIER GLOBAL CORPORATIONCARR3,700$215,0810.02%
188ISHARES TR4642872262,173$212,8570.02%
189JD.COM INCJDCMF7,566$207,2330.02%
190FATE THERAPEUTICS INCFATE28,000$205,5200.02%
191ALPHABET INCGOOG1,180$178,0970.02%
192AMAZON COM INCAMZN940$169,5570.01%
193FORD MTR CO DEL34537086012,171$161,6310.01%
194NEUBERGER BERMAN REAL ESTATENRO45,600$152,3040.01%
195META PLATFORMS INCMETA284$137,9050.01%
196NVIDIA CORPORATIONNVDA134$121,0770.01%
197JANUS DETROIT STR TR47103U8522,151$97,0100.01%
198ALPHABET INCGOOG420$63,9490.01%
199JPMORGAN CHASE & COVYLD263$52,6790.00%
200COSTCO WHSL CORP NEW22160K10564$46,8880.00%
201HOME DEPOT INCHD99$37,9760.00%
202ABBVIE INCABBV206$37,5130.00%
203NETFLIX INCNFLX61$37,0470.00%
204MERCK & CO INCMRK265$34,9670.00%
205BERKSHIRE HATHAWAY INC DELBRK-A78$32,8010.00%
206MARATHON PETE CORPMARA158$31,8370.00%
207SPDR SER TR78464A763229$30,0540.00%
208EATON CORP PLCETN93$29,0790.00%
209JOHNSON & JOHNSONJNJ170$26,8920.00%
210SPDR SER TR78468R853621$26,7280.00%
211UNITEDHEALTH GROUP INCUNH49$24,2400.00%
212ISHARES TR46429B671597$23,7190.00%
213ABBOTT LABSABLZF205$23,3000.00%
214INTUITIVE SURGICAL INCISRG54$21,5510.00%
215PHILLIPS 66PSX109$17,8040.00%
216NEXTERA ENERGY INCNEE-PW270$17,2560.00%
217PROCTER AND GAMBLE CO742718109104$16,8740.00%
218RTX CORPORATIONRTX163$15,8970.00%
219PFIZER INCPFE567$15,7340.00%
220DANAHER CORPORATION23585110263$15,7320.00%
221THERMO FISHER SCIENTIFIC INCTMO26$15,1110.00%
222BRISTOL-MYERS SQUIBB COCELG-RI267$14,4790.00%
223VISA INCV49$13,6750.00%
224SEMPRASREA176$12,6420.00%
225DEERE & CODE30$12,3220.00%
226ESS TECH INCGWH-WT17,013$12,3060.00%
227SELECT SECTOR SPDR TR81369Y506126$11,8960.00%
228UNION PAC CORPUNP48$11,8050.00%
229CUMMINS INCCMI38$11,1970.00%
230MASTERCARD INCORPORATEDMA22$10,5950.00%
231EXXON MOBIL CORPXOM87$10,1130.00%
232BANK AMERICA CORP060505104249$9,4420.00%
233PINNACLE WEST CAP CORPPNW125$9,3410.00%
234ISHARES INC464286608179$9,1400.00%
235LOCKHEED MARTIN CORPLMT20$9,0970.00%
236PROLOGIS INC.PLDGP68$8,8550.00%
237TRUIST FINL CORP89832Q109226$8,8090.00%
238ELI LILLY & COLLY11$8,5580.00%
239KLA CORPKLAC12$8,3830.00%
240AT&T INCT-PC457$8,0430.00%
241BROADCOM INCAVGO6$7,9520.00%
242MORGAN STANLEYMS-PQ84$7,9090.00%
243FORD MTR CO DEL345370860533$7,0780.00%
244TESLA INCTSLA37$6,5040.00%
245INTEL CORPINTC135$5,9630.00%
246GARMIN LTDGRMN32$4,7640.00%
247CONOCOPHILLIPSCOP34$4,3280.00%
248ADVANCED MICRO DEVICES INCAMD22$3,9710.00%
249CHEVRON CORP NEWCVX22$3,4700.00%
250ADOBE INCADBE6$3,0280.00%
251COCA COLA COKO39$2,3860.00%
252PACCAR INCPCAR19$2,3540.00%
253CATERPILLAR INCCAT6$2,1990.00%
254ALASKA AIR GROUP INCALK46$1,9780.00%
255SCHLUMBERGER LTDSLB36$1,9730.00%
256MOTOROLA SOLUTIONS INCMSI5$1,7750.00%
257ROSS STORES INCROST12$1,7610.00%
258AMERIPRISE FINL INC03076C1064$1,7540.00%
259CORTEVA INCCTVA30$1,7300.00%
260TJX COS INC NEW87254010917$1,7240.00%
261AMGEN INCAMGN6$1,7060.00%
262MCDONALDS CORPMCD5$1,4100.00%
263ALTRIA GROUP INCMO31$1,3520.00%
264LOWES COS INC5486611075$1,2740.00%
265DOW INCDOW21$1,2170.00%
266QUALCOMM INCQCOM7$1,1850.00%
267VENTAS INCVTR27$1,1760.00%
268DUPONT DE NEMOURS INCDD15$1,1500.00%
269STARBUCKS CORPSBUX12$1,0970.00%
270MEDTRONIC PLCMDT12$1,0460.00%
271ESSEX PPTY TR INC2971781054$9790.00%
272F5 INCFFIV5$9480.00%
273US BANCORP DELUSB-PS21$9390.00%
274CRH PLCCRH10$8630.00%
275BLACKROCK INCBLK1$8340.00%
276DOMINION ENERGY INCD16$7870.00%
277NIKE INCNKE8$7520.00%
2783M COMMM7$7420.00%