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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 2024 · Filed February 3, 2025 · Accession 0001801263-25-000003

Total Value
$1.31B
Positions
337
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (337)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WHITEHALL FDS9219468101,198,981$95.9M7.33%
2DIMENSIONAL ETF TRUST25434V7322,765,275$72.4M5.53%
3SPDR SER TR78464A821832,560$72.3M5.53%
4COINBASE GLOBAL INCCOIN268,385$66.6M5.09%
5AMERICAN CENTY ETF TR025072877684,532$66.1M5.05%
6INVESCO QQQ TRIVZ89,121$45.6M3.48%
7APPLE INCAAPL151,508$37.9M2.90%
8J P MORGAN EXCHANGE TRADED F46641Q134635,514$37.2M2.84%
9LITMAN GREGORY FDS TR53700T8271,216,261$31.8M2.43%
10JANUS DETROIT STR TR47103U852709,360$31.3M2.39%
11MICROSOFT CORPMSFT71,071$30.0M2.29%
12NVIDIA CORPORATIONNVDA215,366$28.9M2.21%
13SPDR SER TR78464A854408,285$28.1M2.15%
14PACCAR INCPCAR268,598$27.9M2.13%
15BROADCOM INCAVGO94,105$21.8M1.67%
16INVESCO EXCH TRADED FD TR IIIVZ865,363$20.4M1.56%
17FIDELITY COVINGTON TRUST316092527491,316$20.2M1.55%
18WORLD GOLD TRGLDW351,765$18.3M1.40%
19ISHARES GOLD TRIAU353,503$17.5M1.34%
20SPDR SER TR78464A698266,690$16.1M1.23%
21WEYERHAEUSER CO MTN BEWY566,443$15.9M1.22%
22VANGUARD WORLD FD92204A306124,480$15.1M1.15%
23ISHARES TR46429B291301,430$14.1M1.08%
24AMAZON COM INCAMZN63,597$14.0M1.07%
25FIDELITY WISE ORIGIN BITCOINFBTC152,021$12.4M0.95%
26ALPHABET INCGOOG63,104$11.9M0.91%
27ISHARES TR464288273177,622$10.8M0.82%
28LOUISIANA PAC CORPLPX101,976$10.6M0.81%
29ORACLE CORPORCL-PD62,640$10.4M0.80%
30JPMORGAN CHASE & CO.VYLD40,662$9.7M0.74%
31EATON CORP PLCETN28,544$9.5M0.72%
32KLA CORPKLAC14,553$9.2M0.70%
33PROCTER AND GAMBLE CO74271810950,159$8.4M0.64%
34BLACKROCK INCBLK8,083$8.3M0.63%
35MEDTRONIC PLCMDT100,860$8.1M0.62%
36PACER FDS TR69374H881140,124$7.9M0.60%
37CHEVRON CORP NEWCVX53,354$7.7M0.59%
38ABBOTT LABSABLZF67,982$7.7M0.59%
39SPDR S&P 500 ETF TRSPY12,925$7.6M0.58%
40GARMIN LTDGRMN36,151$7.5M0.57%
41RESMED INCRSMDF32,215$7.4M0.56%
42COCA COLA COKO116,118$7.2M0.55%
43HEWLETT PACKARD ENTERPRISE CHPE-PC336,367$7.2M0.55%
44CATERPILLAR INCCAT19,637$7.1M0.54%
45LINDE PLCLIN15,881$6.6M0.51%
46ACCENTURE PLC IRELANDACN18,452$6.5M0.50%
47TJX COS INC NEW87254010953,183$6.4M0.49%
48ALLISON TRANSMISSION HLDGS IALSN59,308$6.4M0.49%
49HOME DEPOT INCHD16,344$6.4M0.49%
50TPG INCTPGXL98,967$6.2M0.48%
51MCDONALDS CORPMCD21,265$6.2M0.47%
52TRUIST FINL CORP89832Q109141,675$6.1M0.47%
53FIDELITY MERRIMACK STR TR316188309136,122$6.1M0.47%
54EQUINIX INCEQIX6,476$6.1M0.47%
55CRH PLCCRH61,014$5.6M0.43%
56MARSH & MCLENNAN COS INC57174810225,938$5.5M0.42%
57KROGER COKR86,354$5.3M0.40%
58CUMMINS INCCMI15,075$5.3M0.40%
59SS&C TECHNOLOGIES HLDGS INCSSNC69,265$5.2M0.40%
60NEXSTAR MEDIA GROUP INCNXST32,261$5.1M0.39%
61REPUBLIC SVCS INC76075910024,527$4.9M0.38%
62AMERICAN CENTY ETF TR02507230748,901$4.9M0.37%
63COSTCO WHSL CORP NEW22160K1055,251$4.8M0.37%
64INTERPUBLIC GROUP COS INCINTR168,723$4.7M0.36%
65WISDOMTREE TRWT129,375$4.4M0.34%
66MARATHON PETE CORPMARA30,795$4.3M0.33%
67SEMPRASREA46,776$4.1M0.31%
68WELLS FARGO CO NEW94974610156,834$4.0M0.30%
69BANDWIDTH INCBAND232,137$4.0M0.30%
70OSHKOSH CORPOSK40,642$3.9M0.30%
71SPDR SER TR78464A474125,717$3.8M0.29%
72BANK AMERICA CORP06050510477,931$3.4M0.26%
73FREEPORT-MCMORAN INCFCX86,000$3.3M0.25%
74ALPHABET INCGOOG16,569$3.2M0.24%
75ROSS STORES INCROST19,985$3.0M0.23%
76DEERE & CODE7,092$3.0M0.23%
77UNION PAC CORPUNP11,348$2.6M0.20%
78ABBVIE INCABBV14,275$2.5M0.19%
79US BANCORP DELUSB-PS52,943$2.5M0.19%
80MERCK & CO INCMRK23,967$2.4M0.18%
81SPDR GOLD TRGLD9,470$2.3M0.18%
82BERKSHIRE HATHAWAY INC DELBRK-A4,909$2.2M0.17%
83DUPONT DE NEMOURS INCDD28,511$2.2M0.17%
84DOW INCDOW51,752$2.1M0.16%
85SPDR SER TR78464A87021,895$2.0M0.15%
86PINNACLE WEST CAP CORPPNW22,766$1.9M0.15%
87BLACKSTONE INCBX11,101$1.9M0.15%
88ISHARES TR46435G47471,198$1.9M0.15%
89ISHARES TR46428723445,226$1.9M0.14%
90INTERNATIONAL BUSINESS MACHSINTR8,458$1.9M0.14%
91SALESFORCE INCCRM5,537$1.9M0.14%
92BOEING COBA-PA10,276$1.8M0.14%
93META PLATFORMS INCMETA2,960$1.7M0.13%
94WILLIAMS COS INC96945710031,947$1.7M0.13%
95PROSHARES TR74347B69824,893$1.7M0.13%
96ONEOK INC NEWOKE16,705$1.7M0.13%
97ARES MANAGEMENT CORPORATIONARES-PB9,381$1.7M0.13%
98TD SYNNEX CORPORATIONSNX13,866$1.6M0.12%
99ISHARES INC46434G10330,892$1.6M0.12%
100CORTEVA INCCTVA28,166$1.6M0.12%
101DUKE ENERGY CORP NEWDUKB14,743$1.6M0.12%
102AAON INCAAON12,919$1.5M0.12%
103NETFLIX INCNFLX1,599$1.4M0.11%
104MORGAN STANLEYMS-PQ11,118$1.4M0.11%
105CONOCOPHILLIPSCOP14,007$1.4M0.11%
106INTEL CORPINTC68,671$1.4M0.11%
107NVIDIA CORPORATIONNVDA10,000$1.3M0.10%
108T-MOBILE US INCTMUSZ6,024$1.3M0.10%
109PALANTIR TECHNOLOGIES INCPLTR17,572$1.3M0.10%
110PALO ALTO NETWORKS INCPANW7,122$1.3M0.10%
111STARBUCKS CORPSBUX14,066$1.3M0.10%
112LOCKHEED MARTIN CORPLMT2,597$1.3M0.10%
113VANGUARD INDEX FDS9229083632,266$1.2M0.09%
114INVESCO EXCHANGE TRADED FD TIVZ66,069$1.2M0.09%
115EXXON MOBIL CORPXOM10,909$1.2M0.09%
116TESLA INCTSLA2,902$1.2M0.09%
117AMERICAN CENTY ETF TR02507288511,602$1.1M0.09%
118JOHNSON & JOHNSONJNJ7,414$1.1M0.08%
119TEXAS INSTRS INC8825081045,620$1.1M0.08%
120PHILLIPS 66PSX9,127$1.0M0.08%
121ISHARES TR4642876893,110$1.0M0.08%
122VERIZON COMMUNICATIONS INCVZ25,930$1.0M0.08%
123ISHARES TR46434V26631,961$1.0M0.08%
124SPDR SER TR78464A7637,615$1.0M0.08%
125SELECT SECTOR SPDR TR81369Y50611,541$988,6020.08%
126ISHARES TR4642872001,629$958,9600.07%
127ENBRIDGE INCENNPF21,080$894,4240.07%
128ELI LILLY & COLLY1,153$890,1160.07%
129ALLIENT INCALNT35,398$859,4630.07%
130FIRST TR EXCH TRADED FD III33739P10312,791$841,7970.06%
1313M COMMM6,092$786,4160.06%
132AMGEN INCAMGN2,881$750,9040.06%
133FORTINET INCFTNT7,673$724,9450.06%
134PROSHARES TR74347B6808,884$716,5470.05%
135VANGUARD INDEX FDS9229086113,550$703,5390.05%
136GENERAL DYNAMICS CORPGD2,650$698,2490.05%
137ISHARES TR4642876067,676$697,9790.05%
138CME GROUP INCCME2,952$685,5430.05%
139RTX CORPORATIONRTX5,891$681,7070.05%
140SCHLUMBERGER LTDSLB17,504$671,1030.05%
141DTE ENERGY CODTK5,464$659,7780.05%
142KINDER MORGAN INC DELEP-PC24,059$659,2170.05%
143MOTOROLA SOLUTIONS INCMSI1,359$628,1710.05%
144ENTERGY CORP NEWENO8,216$622,9370.05%
145WATSCO INCWSO-B1,314$622,6910.05%
146INTUITIVE SURGICAL INCISRG1,186$619,0450.05%
147DOMINION ENERGY INCD11,468$617,6660.05%
148ISHARES TR4642874657,810$590,5140.05%
149KKR & CO INCKKRT3,912$578,6240.04%
150ALTRIA GROUP INCMO11,000$575,1900.04%
151AMERICAN ELEC PWR CO INC0255371016,236$575,1460.04%
152NOVO-NORDISK A SNONOF6,611$568,6780.04%
153ARISTA NETWORKS INCANET5,144$568,5660.04%
154NIKE INCNKE7,460$564,4980.04%
155UNITEDHEALTH GROUP INCUNH1,113$563,0220.04%
156VISA INCV1,762$556,8620.04%
157CROWDSTRIKE HLDGS INCCRWD1,616$552,9310.04%
158COLUMBIA ETF TR I19761L85412,260$543,6830.04%
159FLEX LTDFLEX13,325$511,5470.04%
160ARES CAPITAL CORPARCC22,982$503,0760.04%
161VERTIV HOLDINGS COVRT4,243$482,0470.04%
162PFIZER INCPFE18,061$479,1580.04%
163APPLE INCAAPL1,892$473,7950.04%
164MASTERCARD INCORPORATEDMA888$467,5940.04%
165SPDR S&P MIDCAP 400 ETF TRMDY810$461,3600.04%
166ISHARES TR4642882573,817$448,4980.03%
167NEXTERA ENERGY INCNEE-PW6,205$444,8360.03%
168SPDR SER TR78468R8539,614$431,8610.03%
169THERMO FISHER SCIENTIFIC INCTMO823$428,2720.03%
170MIDDLESEX WTR CO5966801088,000$421,0400.03%
171PIPER SANDLER COMPANIESPIPR1,360$407,9320.03%
172ADOBE INCADBE915$406,9930.03%
173CENCORA INCCOR1,791$402,4020.03%
174INTUITINTU620$389,6700.03%
175ALLIANT ENERGY CORPLNT6,546$387,1300.03%
176ESSEX PPTY TR INC2971781051,339$382,2040.03%
177ISHARES TR4642874994,288$379,0590.03%
178INVESCO EXCH TRADED FD TR IIIVZ1,781$374,8110.03%
179VENTAS INCVTR6,312$371,7140.03%
180DIAMONDBACK ENERGY INCFANG2,245$367,7980.03%
181APPLOVIN CORPAPP1,131$366,2520.03%
182QUALCOMM INCQCOM2,360$362,4750.03%
183MICROSOFT CORPMSFT856$360,8040.03%
184HONEYWELL INTL INC4385161061,590$359,1650.03%
185JANUS DETROIT STR TR47103U8456,895$349,6450.03%
186GE AEROSPACE3696043012,084$347,5900.03%
187ISHARES TR464287614865$347,3670.03%
188MCKESSON CORPMCK607$345,9350.03%
189PAYPAL HLDGS INCPYPL4,000$341,4000.03%
190PHILIP MORRIS INTL INC7181721092,830$340,5910.03%
191PROSHARES TR74347R6934,800$334,7040.03%
192AMERICAN CENTY ETF TR0250727035,390$330,7810.03%
193ISHARES TR4642883074,377$330,5950.03%
194ALASKA AIR GROUP INCALK5,091$329,6420.03%
195AMERIPRISE FINL INC03076C106589$313,6010.02%
196UBER TECHNOLOGIES INCUBER5,103$307,8130.02%
197INVESCO EXCHANGE TRADED FD TIVZ2,392$295,4930.02%
198ISHARES TR46428918012,650$294,7450.02%
199SUPER MICRO COMPUTER INCSMCI9,649$294,1020.02%
200ISHARES INC4642864755,017$291,6880.02%
201FUNKO INCFNKO21,350$285,8770.02%
202MARTIN MARIETTA MATLS INC573284106552$285,1080.02%
203CITIGROUP INCC-PR4,000$281,5600.02%
204AT&T INCT-PC12,185$277,4520.02%
205CAMTEK LTDCAMT3,379$272,9220.02%
206ISHARES TR4642878792,509$272,4700.02%
207VANGUARD SPECIALIZED FUNDS9219088441,391$272,4000.02%
208DT MIDSTREAM INCDTM2,739$272,3390.02%
209BRISTOL-MYERS SQUIBB COCELG-RI4,757$269,0560.02%
210AVISTA CORPAVA7,333$268,6080.02%
211SIMON PPTY GROUP INC NEW8288061091,558$268,3030.02%
212PPG INDS INC6935061072,227$266,0150.02%
213AMERICAN TOWER CORP NEW03027X1001,450$265,9450.02%
214RELIANCE INCRS982$264,4130.02%
215AUTOZONE INCAZO82$262,5640.02%
216DIMENSIONAL ETF TRUST25434V6827,896$261,6050.02%
217WALMART INCWMT2,877$259,9370.02%
218DELL TECHNOLOGIES INCDELL2,247$258,9440.02%
219QUANTA SVCS INC74762E102818$258,5290.02%
220TALEN ENERGY CORPTLN1,275$256,8740.02%
221CARRIER GLOBAL CORPORATIONCARR3,700$252,5620.02%
222ISHARES INC4642866085,323$251,2460.02%
223TAIWAN SEMICONDUCTOR MFG LTD8740391001,255$247,8500.02%
224TAKE-TWO INTERACTIVE SOFTWARTTWO1,326$244,0900.02%
225SELECT SECTOR SPDR TR81369Y6054,985$240,9250.02%
226GALLAGHER ARTHUR J & CO363576109831$235,8790.02%
227GLOBANT S AGLOB1,081$231,7880.02%
228D R HORTON INC23331A1091,633$228,3260.02%
229LOWES COS INC548661107924$228,0430.02%
230INVESCO EXCHANGE TRADED FD TIVZ4,046$224,2290.02%
231ALPHABET INCGOOG1,180$223,3740.02%
232PROLOGIS INC.PLDGP2,068$218,5880.02%
233NUSHARES ETF TRNU2,530$217,1750.02%
234ISHARES TR46429B6631,900$213,2940.02%
235CRANE COMPANYCR1,404$213,0570.02%
236ISHARES TR4642872262,183$211,5560.02%
237VALERO ENERGY CORPVLO1,699$208,2800.02%
238EPAM SYS INCEPAM885$206,9310.02%
239AMAZON COM INCAMZN940$206,2270.02%
240BANK NEW YORK MELLON CORP0640581002,632$202,2170.02%
241NVIDIA CORPORATIONNVDA1,403$188,4090.01%
242META PLATFORMS INCMETA284$166,2850.01%
243ISHARES TR46428822412,758$145,1860.01%
244NEUBERGER BERMAN REAL ESTATENRO36,400$129,2200.01%
245FORD MTR CO34537086011,638$115,2160.01%
246JANUS DETROIT STR TR47103U8522,196$97,0190.01%
247ALPHABET INCGOOG420$79,9850.01%
248JPMORGAN CHASE & CO.VYLD263$63,0440.00%
249COSTCO WHSL CORP NEW22160K10564$58,6410.00%
250NETFLIX INCNFLX61$54,3710.00%
251FATE THERAPEUTICS INCFATE28,000$46,2000.00%
252HOME DEPOT INCHD99$38,5100.00%
253ABBVIE INCABBV206$36,6060.00%
254BERKSHIRE HATHAWAY INC DELBRK-A78$35,3560.00%
255SPDR SER TR78464A763235$31,0440.00%
256EATON CORP PLCETN93$30,8640.00%
257BROADCOM INCAVGO123$28,5160.00%
258SPDR SER TR78468R853634$28,4790.00%
259INTUITIVE SURGICAL INCISRG54$28,1860.00%
260MERCK & CO INCMRK265$26,3620.00%
261UNITEDHEALTH GROUP INCUNH49$24,7870.00%
262JOHNSON & JOHNSONJNJ170$24,5850.00%
263ABBOTT LABSABLZF205$23,1880.00%
264HONEYWELL INTL INC438516106102$23,0410.00%
265MARATHON PETE CORPMARA158$22,0410.00%
266NEXTERA ENERGY INCNEE-PW270$19,3560.00%
267RTX CORPORATIONRTX163$18,8620.00%
268PROCTER AND GAMBLE CO742718109104$17,4360.00%
269ONEOK INC NEWOKE165$16,5660.00%
270VISA INCV49$15,4860.00%
271SEMPRASREA176$15,4390.00%
272QUANTA SVCS INC74762E10248$15,1700.00%
273BRISTOL-MYERS SQUIBB COCELG-RI267$15,1020.00%
274PFIZER INCPFE567$15,0430.00%
275TESLA INCTSLA37$14,9420.00%
276SELECT SECTOR SPDR TR81369Y605285$13,7740.00%
277THERMO FISHER SCIENTIFIC INCTMO26$13,5260.00%
278CUMMINS INCCMI38$13,2470.00%
279DEERE & CODE30$12,7110.00%
280ISHARES INC464286608269$12,6970.00%
281PHILLIPS 66PSX109$12,4180.00%
282CME GROUP INCCME50$11,6120.00%
283MASTERCARD INCORPORATEDMA22$11,5850.00%
284ELI LILLY & COLLY15$11,5800.00%
285SELECT SECTOR SPDR TR81369Y506129$11,0500.00%
286UNION PAC CORPUNP48$10,9460.00%
287BANK AMERICA CORP060505104249$10,9440.00%
288EXXON MOBIL CORPXOM100$10,7570.00%
289PINNACLE WEST CAP CORPPNW125$10,5960.00%
290MORGAN STANLEYMS-PQ84$10,5600.00%
291AT&T INCT-PC457$10,4060.00%
292TRUIST FINL CORP89832Q109226$9,8040.00%
293LOCKHEED MARTIN CORPLMT20$9,7190.00%
294EQUINIX INCEQIX10$9,4290.00%
295WILLIAMS COS INC969457100140$7,5770.00%
296KLA CORPKLAC12$7,5610.00%
297NOVO-NORDISK A SNONOF86$7,3980.00%
298PROLOGIS INC.PLDGP68$7,1880.00%
299GARMIN LTDGRMN32$6,6000.00%
300MARTIN MARIETTA MATLS INC5732841069$4,6490.00%
301CONOCOPHILLIPSCOP34$3,3720.00%
302INTEL CORPINTC166$3,3280.00%
303CHEVRON CORP NEWCVX22$3,1860.00%
304ALASKA AIR GROUP INCALK46$2,9790.00%
305ADOBE INCADBE6$2,6680.00%
306WALMART INCWMT27$2,4390.00%
307COCA COLA COKO39$2,4280.00%
308MOTOROLA SOLUTIONS INCMSI5$2,3110.00%
309CATERPILLAR INCCAT6$2,1770.00%
310AMERIPRISE FINL INC03076C1064$2,1300.00%
311TJX COS INC NEW87254010917$2,0540.00%
312KINDER MORGAN INC DELEP-PC73$2,0000.00%
313PACCAR INCPCAR19$1,9760.00%
314D R HORTON INC23331A10913$1,8180.00%
315ROSS STORES INCROST12$1,8150.00%
316CORTEVA INCCTVA30$1,7090.00%
317VENTAS INCVTR27$1,5900.00%
318AMGEN INCAMGN6$1,5640.00%
319BANK NEW YORK MELLON CORP06405810020$1,5370.00%
320MCDONALDS CORPMCD5$1,4490.00%
321SCHLUMBERGER LTDSLB36$1,3800.00%
322LOWES COS INC5486611075$1,2340.00%
323DUPONT DE NEMOURS INCDD15$1,1440.00%
324ESSEX PPTY TR INC2971781054$1,1420.00%
325SUPER MICRO COMPUTER INCSMCI36$1,0970.00%
326STARBUCKS CORPSBUX12$1,0950.00%
327QUALCOMM INCQCOM7$1,0750.00%
328BLACKROCK INCBLK1$1,0250.00%
329US BANCORP DELUSB-PS21$1,0040.00%
330MEDTRONIC PLCMDT12$9590.00%
331AMERICAN TOWER CORP NEW03027X1005$9170.00%
3323M COMMM7$9040.00%
333DOMINION ENERGY INCD16$8620.00%
334DOW INCDOW21$8430.00%
335PPG INDS INC6935061077$8360.00%
336DT MIDSTREAM INCDTM7$6960.00%
337NIKE INCNKE8$6050.00%