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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 Q3 2024 · Filed October 23, 2024 · Accession 0001801263-24-000009

Total Value
$1.20B
Positions
335
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (335)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WHITEHALL FDS9219468101,179,046$104.1M8.66%
2DIMENSIONAL ETF TRUST25434V7322,618,772$73.7M6.13%
3SPDR SER TR78464A821825,383$72.4M6.02%
4J P MORGAN EXCHANGE TRADED F46641Q1341,008,717$66.6M5.54%
5AMERICAN CENTY ETF TR025072877684,432$65.7M5.46%
6COINBASE GLOBAL INCCOIN278,514$49.6M4.13%
7INVESCO QQQ TRIVZ94,825$46.3M3.85%
8APPLE INCAAPL181,168$42.2M3.51%
9MICROSOFT CORPMSFT70,082$30.2M2.51%
10NVIDIA CORPORATIONNVDA225,844$27.4M2.28%
11PACCAR INCPCAR266,086$26.3M2.18%
12INVESCO EXCH TRADED FD TR IIIVZ824,250$19.9M1.66%
13FIDELITY COVINGTON TRUST316092527469,066$19.4M1.62%
14WEYERHAEUSER CO MTN BEWY566,443$19.2M1.60%
15ISHARES GOLD TRIAU360,063$17.9M1.49%
16WORLD GOLD TRGLDW328,641$17.1M1.42%
17BROADCOM INCAVGO93,684$16.2M1.34%
18ISHARES TR46429B291297,062$14.6M1.21%
19SPDR SER TR78464A698250,696$14.2M1.18%
20ISHARES TR464288273179,354$12.1M1.01%
21AMAZON COM INCAMZN62,588$11.7M0.97%
22ORACLE CORPORCL-PD65,892$11.2M0.93%
23LOUISIANA PAC CORPLPX101,976$11.0M0.91%
24KLA CORPKLAC13,695$10.6M0.88%
25DANAHER CORPORATION23585110232,198$9.0M0.74%
26MEDTRONIC PLCMDT96,939$8.7M0.73%
27JPMORGAN CHASE & CO.VYLD40,816$8.6M0.72%
28PROCTER AND GAMBLE CO74271810948,810$8.5M0.70%
29COCA COLA COKO110,864$8.0M0.66%
30MICROCHIP TECHNOLOGY INC.MCHPP98,765$7.9M0.66%
31PACER FDS TR69374H881136,690$7.9M0.66%
32BLACKROCK INCBLK8,224$7.8M0.65%
33RESMED INCRSMDF31,913$7.8M0.65%
34CATERPILLAR INCCAT19,682$7.7M0.64%
35CHEVRON CORP NEWCVX52,151$7.7M0.64%
36ABBOTT LABSABLZF65,821$7.5M0.62%
37LINDE PLCLIN15,406$7.3M0.61%
38HOME DEPOT INCHD16,326$6.6M0.55%
39CRH PLCCRH71,024$6.6M0.55%
40GARMIN LTDGRMN37,283$6.6M0.55%
41ACCENTURE PLC IRELANDACN18,052$6.4M0.53%
42MCDONALDS CORPMCD20,815$6.3M0.53%
43TJX COS INC NEW87254010952,391$6.2M0.51%
44FIDELITY MERRIMACK STR TR316188309131,024$6.1M0.51%
45TRUIST FINL CORP89832Q109141,511$6.1M0.50%
46ALLISON TRANSMISSION HLDGS IALSN61,477$5.9M0.49%
47TPG INCTPGXL101,258$5.8M0.48%
48MARSH & MCLENNAN COS INC57174810225,417$5.7M0.47%
49EQUINIX INCEQIX6,311$5.6M0.47%
50NEXSTAR MEDIA GROUP INCNXST31,115$5.1M0.43%
51SS&C TECHNOLOGIES HLDGS INCSSNC68,750$5.1M0.42%
52INTERPUBLIC GROUP COS INCINTR160,881$5.1M0.42%
53CUMMINS INCCMI15,077$4.9M0.41%
54REPUBLIC SVCS INC76075910024,271$4.9M0.41%
55KROGER COKR85,053$4.9M0.41%
56MARATHON PETE CORPMARA29,713$4.8M0.40%
57COSTCO WHSL CORP NEW22160K1055,267$4.7M0.39%
58FIDELITY WISE ORIGIN BITCOINFBTC81,947$4.6M0.38%
59WISDOMTREE TRWT129,375$4.5M0.37%
60AMERICAN CENTY ETF TR02507230748,496$4.4M0.37%
61FREEPORT-MCMORAN INCFCX86,000$4.3M0.36%
62SPDR SER TR78464A474132,769$4.0M0.33%
63BANDWIDTH INCBAND228,210$4.0M0.33%
64OSHKOSH CORPOSK39,540$4.0M0.33%
65SEMPRASREA46,776$3.9M0.33%
66ALPHABET INCGOOG22,932$3.8M0.32%
67WELLS FARGO CO NEW94974610156,834$3.2M0.27%
68BANK AMERICA CORP06050510478,331$3.1M0.26%
69ROSS STORES INCROST19,985$3.0M0.25%
70DEERE & CODE7,092$3.0M0.25%
71ABBVIE INCABBV14,291$2.8M0.23%
72UNION PAC CORPUNP11,348$2.8M0.23%
73ALPHABET INCGOOG16,491$2.8M0.23%
74MERCK & CO INCMRK23,967$2.7M0.23%
75SPDR SER TR78464A87025,928$2.6M0.21%
76DUPONT DE NEMOURS INCDD28,511$2.5M0.21%
77US BANCORP DELUSB-PS52,943$2.4M0.20%
78DOW INCDOW42,746$2.3M0.19%
79SPDR GOLD TRGLD9,601$2.3M0.19%
80EATON CORP PLCETN6,825$2.3M0.19%
81BERKSHIRE HATHAWAY INC DELBRK-A4,909$2.3M0.19%
82ISHARES TR46428723445,226$2.1M0.17%
83PINNACLE WEST CAP CORPPNW22,766$2.0M0.17%
84INTERNATIONAL BUSINESS MACHSINTR8,458$1.9M0.16%
85ISHARES INC46434G10330,892$1.8M0.15%
86ALLIENT INCALNT92,752$1.8M0.15%
87PROSHARES TR74347B69824,893$1.7M0.14%
88BLACKSTONE INCBX11,101$1.7M0.14%
89DUKE ENERGY CORP NEWDUKB14,743$1.7M0.14%
90INTEL CORPINTC72,005$1.7M0.14%
91META PLATFORMS INCMETA2,936$1.7M0.14%
92TD SYNNEX CORPORATIONSNX13,866$1.7M0.14%
93CORTEVA INCCTVA28,166$1.7M0.14%
94BOEING COBA-PA10,688$1.6M0.14%
95ISHARES TR46435G47457,014$1.6M0.13%
96VANGUARD INDEX FDS9229083632,909$1.5M0.13%
97ONEOK INC NEWOKE16,705$1.5M0.13%
98LOCKHEED MARTIN CORPLMT2,597$1.5M0.13%
99SALESFORCE INCCRM5,534$1.5M0.13%
100CONOCOPHILLIPSCOP13,934$1.5M0.12%
101INVESCO EXCHANGE TRADED FD TIVZ74,103$1.5M0.12%
102ARES MANAGEMENT CORPORATIONARES-PB9,381$1.5M0.12%
103WILLIAMS COS INC96945710031,947$1.5M0.12%
104AAON INCAAON12,919$1.4M0.12%
105T-MOBILE US INCTMUSZ6,597$1.4M0.11%
106NETFLIX INCNFLX1,899$1.3M0.11%
107STARBUCKS CORPSBUX13,788$1.3M0.11%
108EXXON MOBIL CORPXOM11,036$1.3M0.11%
109PHILLIPS 66PSX9,172$1.2M0.10%
110PALO ALTO NETWORKS INCPANW3,520$1.2M0.10%
111JOHNSON & JOHNSONJNJ7,414$1.2M0.10%
112VERIZON COMMUNICATIONS INCVZ25,930$1.2M0.10%
113TEXAS INSTRS INC8825081045,620$1.2M0.10%
114MORGAN STANLEYMS-PQ10,968$1.1M0.10%
115ISHARES TR46434V26631,961$1.1M0.09%
116AMERICAN CENTY ETF TR02507288511,602$1.1M0.09%
117ELI LILLY & COLLY1,160$1.0M0.09%
118ISHARES TR4642876893,110$1.0M0.08%
119SELECT SECTOR SPDR TR81369Y50611,513$1.0M0.08%
120DELL TECHNOLOGIES INCDELL8,339$988,5050.08%
121ISHARES TR4642872001,629$939,6400.08%
122SPDR SER TR78464A7636,553$930,7600.08%
123AMGEN INCAMGN2,881$928,2870.08%
124ENBRIDGE INCENNPF21,080$856,0590.07%
125PROSHARES TR74347B68010,313$843,3600.07%
1263M COMMM5,957$814,3220.07%
127GENERAL DYNAMICS CORPGD2,650$800,8300.07%
128ISHARES TR4642876068,484$779,9340.06%
129SCHLUMBERGER LTDSLB17,504$734,2930.06%
130TESLA INCTSLA2,787$729,2900.06%
131RTX CORPORATIONRTX5,891$713,7540.06%
132VANGUARD INDEX FDS9229086113,550$712,7690.06%
133DTE ENERGY CODTK5,464$701,6320.06%
134NOVO-NORDISK A SNONOF5,850$696,5600.06%
135DOMINION ENERGY INCD11,468$662,7360.06%
136PALANTIR TECHNOLOGIES INCPLTR17,802$662,2340.06%
137NIKE INCNKE7,460$659,4640.05%
138ISHARES TR4642874657,810$653,1500.05%
139CME GROUP INCCME2,952$651,3590.05%
140UNITEDHEALTH GROUP INCUNH1,113$650,7490.05%
141WATSCO INCWSO-B1,314$646,3300.05%
142AMERICAN ELEC PWR CO INC0255371016,236$639,8140.05%
143MOTOROLA SOLUTIONS INCMSI1,359$611,0470.05%
144FORTINET INCFTNT7,873$610,5510.05%
145INTUITIVE SURGICAL INCISRG1,186$582,6460.05%
146SPDR S&P MIDCAP 400 ETF TRMDY989$563,3940.05%
147ALTRIA GROUP INCMO11,000$561,4400.05%
148ENTERGY CORP NEWENO4,108$540,6540.04%
149SPDR SER TR78468R85311,733$533,9690.04%
150KINDER MORGAN INC DELEP-PC24,059$531,4630.04%
151NEXTERA ENERGY INCNEE-PW6,205$524,5090.04%
152MIDDLESEX WTR CO5966801088,000$521,9200.04%
153KKR & CO INCKKRT3,969$518,2720.04%
154THERMO FISHER SCIENTIFIC INCTMO823$509,1890.04%
155ARISTA NETWORKS INCANET1,286$493,5930.04%
156ISHARES TR4642874575,930$493,1040.04%
157CROWDSTRIKE HLDGS INCCRWD1,746$489,7010.04%
158VISA INCV1,762$484,4620.04%
159ARES CAPITAL CORPARCC22,982$481,2430.04%
160PFIZER INCPFE16,568$479,4860.04%
161ADOBE INCADBE900$466,1310.04%
162ISHARES TR4642882573,817$456,3220.04%
163FLEX LTDFLEX13,515$451,8060.04%
164APPLE INCAAPL1,892$440,8360.04%
165MASTERCARD INCORPORATEDMA888$438,4940.04%
166COLUMBIA ETF TR I19761L8549,214$436,1190.04%
167VERTIV HOLDINGS COVRT4,310$428,8020.04%
168DIAMONDBACK ENERGY INCFANG2,377$409,7950.03%
169VENTAS INCVTR6,312$404,7890.03%
170ISHARES INC4642866087,725$403,4890.03%
171CENCORA INCCOR1,791$403,1180.03%
172QUALCOMM INCQCOM2,359$401,1900.03%
173UBER TECHNOLOGIES INCUBER5,317$399,6260.03%
174ALLIANT ENERGY CORPLNT6,546$397,2770.03%
175ESSEX PPTY TR INC2971781051,339$395,5670.03%
176GE AEROSPACE3696043012,089$393,9440.03%
177PIPER SANDLER COMPANIESPIPR1,360$385,9820.03%
178INTUITINTU620$385,0200.03%
179AT&T INCT-PC17,203$378,4660.03%
180ISHARES TR46428918015,203$375,9700.03%
181MICROSOFT CORPMSFT856$368,3370.03%
182SPDR S&P 500 ETF TRSPY631$362,0430.03%
183AMERICAN CENTY ETF TR0250727035,390$361,2880.03%
184INVESCO EXCH TRADED FD TR IIIVZ1,781$357,7140.03%
185FIRST TR EXCH TRADED FD III33739P1035,624$356,9560.03%
186PHILIP MORRIS INTL INC7181721092,830$343,5620.03%
187HONEYWELL INTL INC4385161061,590$328,6690.03%
188PROSHARES TR74347R6934,800$321,9360.03%
189ISHARES INC4642864755,028$320,7360.03%
190AMERICAN TOWER CORP NEW03027X1001,347$313,2580.03%
191PAYPAL HLDGS INCPYPL4,000$312,1200.03%
192D R HORTON INC23331A1091,633$311,5270.03%
193SUPER MICRO COMPUTER INCSMCI747$311,0510.03%
194MCKESSON CORPMCK618$305,5520.03%
195J P MORGAN EXCHANGE TRADED F46641Q3325,029$299,2760.02%
196CARRIER GLOBAL CORPORATIONCARR3,700$297,8130.02%
197MARTIN MARIETTA MATLS INC573284106552$297,1140.02%
198PPG INDS INC6935061072,227$294,9880.02%
199ADVANCED MICRO DEVICES INCAMD1,776$291,4060.02%
200ISHARES TR464287614770$289,0430.02%
201DIMENSIONAL ETF TRUST25434V30210,544$289,0070.02%
202AVISTA CORPAVA7,333$284,1540.02%
203FUNKO INCFNKO22,850$279,2270.02%
204AMERIPRISE FINL INC03076C106589$276,7180.02%
205VANGUARD SPECIALIZED FUNDS9219088441,391$275,5010.02%
206CAMTEK LTDCAMT3,434$274,2050.02%
207ISHARES TR4642878792,509$270,0870.02%
208JD.COM INCJDCMF6,666$266,6400.02%
209AUTOZONE INCAZO84$264,6030.02%
210RELIANCE INCRS913$264,0490.02%
211SIMON PPTY GROUP INC NEW8288061091,558$263,3330.02%
212PROLOGIS INC.PLDGP2,068$261,1470.02%
213CITIGROUP INCC-PR4,000$250,4000.02%
214LOWES COS INC548661107924$250,2650.02%
215BRISTOL-MYERS SQUIBB COCELG-RI4,757$246,1270.02%
216ISHARES TR46428822416,661$244,7500.02%
217QUANTA SVCS INC74762E102818$243,8870.02%
218GALLAGHER ARTHUR J & CO363576109855$240,5710.02%
219APPLIED MATLS INC0382221051,165$235,3880.02%
220ALASKA AIR GROUP INCALK5,091$230,1640.02%
221SELECT SECTOR SPDR TR81369Y6054,980$225,6940.02%
222ISHARES TR46429B6631,900$223,4780.02%
223CRANE COMPANYCR1,404$222,2250.02%
224ISHARES TR4642872262,184$221,1300.02%
225DIMENSIONAL ETF TRUST25434V6826,190$219,2500.02%
226TAIWAN SEMICONDUCTOR MFG LTD8740391001,255$217,9560.02%
227LENNAR CORPLEN-B1,156$216,7270.02%
228DT MIDSTREAM INCDTM2,739$215,4500.02%
229GLOBANT S AGLOB1,081$214,1890.02%
230NETAPP INCNTAP1,717$212,0670.02%
231AMERICAN CENTY ETF TR0250726043,259$210,5190.02%
232TRANSDIGM GROUP INCTDG146$208,3610.02%
233TAKE-TWO INTERACTIVE SOFTWARTTWO1,326$203,8190.02%
234EVERSOURCE ENERGYES2,964$201,7000.02%
235ALPHABET INCGOOG1,180$195,7030.02%
236AMAZON COM INCAMZN940$175,1500.01%
237NVIDIA CORPORATIONNVDA1,340$162,7300.01%
238META PLATFORMS INCMETA284$162,5730.01%
239NEUBERGER BERMAN REAL ESTATENRO36,400$149,6040.01%
240FORD MTR CO34537086012,171$128,5260.01%
241FATE THERAPEUTICS INCFATE28,000$98,0000.01%
242ALPHABET INCGOOG420$70,2200.01%
243COSTCO WHSL CORP NEW22160K10564$56,7370.00%
244JPMORGAN CHASE & CO.VYLD263$55,4560.00%
245NETFLIX INCNFLX61$43,2650.00%
246ABBVIE INCABBV206$40,6810.00%
247HOME DEPOT INCHD99$40,1150.00%
248BERKSHIRE HATHAWAY INC DELBRK-A78$35,9000.00%
249SPDR SER TR78464A763229$32,5270.00%
250LESLIES INC52706410910,000$31,6000.00%
251EATON CORP PLCETN93$30,8240.00%
252MERCK & CO INCMRK265$30,0930.00%
253UNITEDHEALTH GROUP INCUNH49$28,6490.00%
254SPDR SER TR78468R853621$28,2620.00%
255JOHNSON & JOHNSONJNJ170$27,5500.00%
256INTUITIVE SURGICAL INCISRG54$26,5290.00%
257MARATHON PETE CORPMARA158$25,7400.00%
258ABBOTT LABSABLZF205$23,3720.00%
259NEXTERA ENERGY INCNEE-PW270$22,8230.00%
260HONEYWELL INTL INC438516106102$21,0840.00%
261RTX CORPORATIONRTX163$19,7490.00%
262TESLA INCTSLA72$18,8370.00%
263PROCTER AND GAMBLE CO742718109104$18,0130.00%
264DANAHER CORPORATION23585110263$17,5150.00%
265PFIZER INCPFE567$16,4090.00%
266THERMO FISHER SCIENTIFIC INCTMO26$16,0830.00%
267ONEOK INC NEWOKE165$15,0360.00%
268SEMPRASREA176$14,7190.00%
269PHILLIPS 66PSX109$14,3280.00%
270QUANTA SVCS INC74762E10248$14,3110.00%
271ISHARES INC464286608268$13,9980.00%
272BRISTOL-MYERS SQUIBB COCELG-RI267$13,8150.00%
273BROADCOM INCAVGO80$13,8000.00%
274VISA INCV49$13,4730.00%
275ELI LILLY & COLLY15$13,2890.00%
276SELECT SECTOR SPDR TR81369Y605280$12,6900.00%
277DEERE & CODE30$12,5200.00%
278CUMMINS INCCMI38$12,3040.00%
279UNION PAC CORPUNP48$11,8310.00%
280EXXON MOBIL CORPXOM100$11,7220.00%
281LOCKHEED MARTIN CORPLMT20$11,6910.00%
282PINNACLE WEST CAP CORPPNW125$11,0740.00%
283SELECT SECTOR SPDR TR81369Y506126$11,0630.00%
284CME GROUP INCCME50$11,0330.00%
285MASTERCARD INCORPORATEDMA22$10,8640.00%
286AT&T INCT-PC457$10,0540.00%
287BANK AMERICA CORP060505104249$9,8800.00%
288TRUIST FINL CORP89832Q109226$9,6660.00%
289NOVO-NORDISK A SNONOF81$9,6450.00%
290KLA CORPKLAC12$9,2930.00%
291EQUINIX INCEQIX10$8,8760.00%
292MORGAN STANLEYMS-PQ84$8,7560.00%
293PROLOGIS INC.PLDGP68$8,5870.00%
294EVERSOURCE ENERGYES126$8,5740.00%
295WILLIAMS COS INC969457100140$6,3910.00%
296APPLIED MATLS INC03822210528$5,6570.00%
297GARMIN LTDGRMN32$5,6330.00%
298FORD MTR CO345370860533$5,6280.00%
299MARTIN MARIETTA MATLS INC5732841069$4,8440.00%
300ADVANCED MICRO DEVICES INCAMD22$3,6100.00%
301CONOCOPHILLIPSCOP34$3,5800.00%
302CHEVRON CORP NEWCVX22$3,2400.00%
303ADOBE INCADBE6$3,1070.00%
304COCA COLA COKO39$2,8030.00%
305D R HORTON INC23331A10913$2,4800.00%
306CATERPILLAR INCCAT6$2,3470.00%
307MOTOROLA SOLUTIONS INCMSI5$2,2480.00%
308ALASKA AIR GROUP INCALK46$2,0800.00%
309TJX COS INC NEW87254010917$1,9980.00%
310AMGEN INCAMGN6$1,9330.00%
311AMERIPRISE FINL INC03076C1064$1,8790.00%
312PACCAR INCPCAR19$1,8750.00%
313ROSS STORES INCROST12$1,8060.00%
314CORTEVA INCCTVA30$1,7640.00%
315VENTAS INCVTR27$1,7320.00%
316NETAPP INCNTAP14$1,7290.00%
317KINDER MORGAN INC DELEP-PC73$1,6130.00%
318MCDONALDS CORPMCD5$1,5230.00%
319SCHLUMBERGER LTDSLB36$1,5100.00%
320LOWES COS INC5486611075$1,3540.00%
321DUPONT DE NEMOURS INCDD15$1,3370.00%
322QUALCOMM INCQCOM7$1,1900.00%
323ESSEX PPTY TR INC2971781054$1,1820.00%
324STARBUCKS CORPSBUX12$1,1700.00%
325AMERICAN TOWER CORP NEW03027X1005$1,1630.00%
326DOW INCDOW21$1,1470.00%
327MEDTRONIC PLCMDT12$1,0800.00%
328US BANCORP DELUSB-PS21$9600.00%
3293M COMMM7$9570.00%
330BLACKROCK INCBLK1$9500.00%
331PPG INDS INC6935061077$9270.00%
332CRH PLCCRH10$9270.00%
333DOMINION ENERGY INCD16$9250.00%
334NIKE INCNKE8$7070.00%
335DT MIDSTREAM INCDTM7$5510.00%