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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 HOLDINGS REPORT

CarsonAllaria Wealth Management, Ltd.

Quarter ended Q1 2023 · Filed February 6, 2023 · Accession 0001900946-23-000002

Total Value
$114,250
Positions
359
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (359)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A508304,824$11,85510.38%
2DIMENSIONAL ETF TRUST25434V401213,124$8,8687.76%
3SPDR SER TR78464A409164,610$8,3417.30%
4PIMCO ETF TR72201R874126,768$6,2495.47%
5DIMENSIONAL ETF TRUST25434V500100,842$5,1584.51%
6SPDR SER TR78464A30068,760$5,1034.47%
7ISHARES TR46435G32688,547$4,9574.34%
8PIMCO ETF TR72201R635101,877$4,4353.88%
9DIMENSIONAL ETF TRUST25434V724123,466$4,1343.62%
10PIMCO ETF TR72201R71843,724$4,1223.61%
11PIMCO ETF TR72201R77545,453$4,1133.60%
12PIMCO ETF TR72201R86678,132$4,0143.51%
13SPDR INDEX SHS FDS78463X871128,834$3,7893.32%
14ISHARES TR46428773929,155$2,4552.15%
15ISHARES INC46434G10350,623$2,3642.07%
16SPDR SER TR78464A20128,525$2,0611.80%
17SPDR INDEX SHS FDS78463X75640,146$1,9651.72%
18ISHARES TR46428852136,520$1,8061.58%
19DIMENSIONAL ETF TRUST25434V60934,051$1,4971.31%
20MICROSOFT CORPMSFT5,537$1,3281.16%
21APPLE INCAAPL8,217$1,0680.93%
22DIMENSIONAL ETF TRUST25434V82347,557$1,0060.88%
23DIMENSIONAL ETF TRUST25434V20337,841$9480.83%
24BERKSHIRE HATHAWAY INC DELBRK-A2,580$7970.70%
25PFIZER INCPFE12,333$6320.55%
26DIMENSIONAL ETF TRUST25434V70825,831$6270.55%
27DIMENSIONAL ETF TRUST25434V78127,352$6070.53%
28LILLY ELI & COLLY1,639$6000.53%
29WP CAREY INC92936U1097,416$5800.51%
30JOHNSON & JOHNSONJNJ3,163$5590.49%
31UNION PAC CORPUNP2,574$5330.47%
32ENBRIDGE INCENNPF13,533$5290.46%
33INVESCO EXCHANGE TRADED FD TIVZ11,923$5250.46%
34DIMENSIONAL ETF TRUST25434V30223,517$5160.45%
35LINCOLN ELEC HLDGS INC5339001063,350$4840.42%
36EXXON MOBIL CORPXOM4,095$4520.40%
37CANADIAN NATL RY CO1363751023,257$3870.34%
38AMEREN CORPAEE4,325$3850.34%
39PROCTER AND GAMBLE CO7427181092,450$3710.32%
40JPMORGAN CHASE & COVYLD2,733$3670.32%
41LAMAR ADVERTISING CO NEWLAMR3,831$3620.32%
42DUKE ENERGY CORP NEWDUKB3,437$3540.31%
43CATERPILLAR INCCAT1,409$3380.30%
44WILLIAMS COS INC9694571009,694$3190.28%
45LOCKHEED MARTIN CORPLMT641$3120.27%
46WELLS FARGO CO NEW9497461017,259$3000.26%
47DOLLAR GEN CORP NEW2566771051,184$2920.26%
48SUMMIT MATLS INC86614U10010,170$2890.25%
49AMGEN INCAMGN1,098$2880.25%
50OMNICOM GROUP INCOMC3,525$2880.25%
51COCA COLA COKO4,465$2840.25%
52PLAINS GP HLDGS L PPAGP22,490$2800.25%
53NEXTERA ENERGY INCNEE-PW3,348$2800.25%
54EDISON INTL2810201074,283$2730.24%
55DOMINION ENERGY INCD4,228$2590.23%
56VERIZON COMMUNICATIONS INCVZ6,253$2460.22%
57AIR PRODS & CHEMS INCAIIR789$2430.21%
58EMERSON ELEC COEMR2,453$2360.21%
59GENUINE PARTS COGPC1,333$2310.20%
60BLACKROCK INCBLK325$2300.20%
61INVENTRUST PPTYS CORP46124J2019,711$2300.20%
62AMAZON COM INCAMZN2,661$2240.20%
63COMCAST CORP NEWCCZ6,105$2130.19%
64PHILIP MORRIS INTL INC7181721091,970$1990.17%
65HOME DEPOT INCHD615$1940.17%
66MEDTRONIC PLCMDT2,490$1940.17%
67ILLINOIS TOOL WKS INC452308109865$1910.17%
68ALTRIA GROUP INCMO4,181$1910.17%
69BRISTOL-MYERS SQUIBB COCELG-RI2,637$1900.17%
70COMPASS MINERALS INTL INCCOMP3,918$1610.14%
71CSX CORPCSX5,189$1610.14%
72WALMART INCWMT1,074$1520.13%
73LLOYDS BANKING GROUP PLCLLOBF68,764$1510.13%
74UNITED PARCEL SERVICE INCUPS803$1400.12%
75SPDR S&P 500 ETF TRSPY356$1360.12%
76TRUIST FINL CORP89832Q1093,092$1330.12%
77VENTAS INCVTR2,952$1330.12%
78GSK PLCGLAXF3,519$1240.11%
79NORFOLK SOUTHN CORP655844108501$1230.11%
80ISHARES TR4642898672,527$1190.10%
81FIRST MID ILL BANCSHARES INC3208661063,594$1150.10%
82ROYAL BK CDA SUSTAINABL7800871021,164$1090.10%
83VANGUARD INDEX FDS922908363311$1090.10%
84POST HLDGS INCPOST1,093$990.09%
85ISHARES TR464288414894$940.08%
86US BANCORP DELUSB-PS2,140$930.08%
87INVESCO QQQ TRIVZ321$860.08%
88HANESBRANDS INC41034510213,159$840.07%
89BANK AMERICA CORP0605051042,396$790.07%
90STIFEL FINL CORP8606301021,343$780.07%
91CHEVRON CORP NEWCVX425$760.07%
92STARBUCKS CORPSBUX766$760.07%
93STRYKER CORPORATIONSYK307$750.07%
94ARK ETF TR00214Q1042,378$740.06%
95RAYTHEON TECHNOLOGIES CORPRTX709$720.06%
96ISHARES TR464287200187$720.06%
97BOEING COBA-PA371$710.06%
98PHILLIPS 66PSX618$640.06%
99ALPHABET INCGOOG707$630.06%
100FIDELITY COMWLTH TR3159128081,520$620.05%
101TARGET CORPTGT400$600.05%
102CAPITAL GROUP INTL FOCUS EQT14019W1092,873$600.05%
103CAPITAL GROUP FIXED INCOME E14020Y1022,610$580.05%
104INVESCO EXCHANGE TRADED FD TIVZ1,255$570.05%
105ISHARES TR464289859937$560.05%
106MICROCHIP TECHNOLOGY INC.MCHPP778$550.05%
107TESLA INCTSLA448$550.05%
108ISHARES TR464287226554$540.05%
109LOWES COS INC548661107261$520.05%
110CIGNA CORP NEW125523100145$480.04%
111MCDONALDS CORPMCD180$480.04%
112ABBOTT LABSABLZF391$430.04%
113SHOPIFY INCSHOP1,200$420.04%
114UNITEDHEALTH GROUP INCUNH79$420.04%
115MODERNA INCMRNA235$420.04%
116MICRON TECHNOLOGY INCMU753$380.03%
117AFLAC INCAFL527$380.03%
118AT&T INCT-PC2,010$370.03%
119AUTOMATIC DATA PROCESSING INADP147$350.03%
120BELLRING BRANDS INCBRBR1,384$350.03%
121ENERGIZER HLDGS INC NEWENR1,027$340.03%
122SOUTHERN COSOMN469$340.03%
123CARRIER GLOBAL CORPORATIONCARR832$340.03%
124ANALOG DEVICES INCADI205$340.03%
125GENERAL DYNAMICS CORPGD128$320.03%
126AIRBNB INCABNB373$320.03%
127PEPSICO INCPEP176$320.03%
128OTIS WORLDWIDE CORPOTIS394$310.03%
129CISCO SYS INCCSCO642$310.03%
130STRATASYS LTDSSYS2,621$310.03%
131DISNEY WALT CO254687106359$310.03%
1323-D SYS CORP DEL88554D2054,208$310.03%
133LINDE PLCLIN91$300.03%
134NXP SEMICONDUCTORS N VNXPI190$300.03%
135CLOROX CO DELCLX211$300.03%
136ADVANCED MICRO DEVICES INCAMD464$300.03%
137NVIDIA CORPORATIONNVDA198$290.03%
138PAYCHEX INCPAYX244$280.02%
139TEXAS INSTRS INC882508104163$270.02%
140L3HARRIS TECHNOLOGIES INCLHX124$260.02%
141SUPER MICRO COMPUTER INCSMCI307$250.02%
142FACTSET RESH SYS INC30307510560$240.02%
143LABORATORY CORP AMER HLDGS50540R409100$240.02%
144CRISPR THERAPEUTICS AGCRSP595$240.02%
145PAYPAL HLDGS INCPYPL328$230.02%
146ACTIVISION BLIZZARD INC00507V109281$220.02%
147ZOOM VIDEO COMMUNICATIONS INZM326$220.02%
148EXACT SCIENCES CORP30063P105451$220.02%
149DUPONT DE NEMOURS INCDD324$220.02%
150SOUTHWEST AIRLS CO844741108614$210.02%
151RAMBUS INC DELRMBS550$200.02%
152ABBVIE INCABBV121$200.02%
153HALEON PLCHLNCF2,554$200.02%
154PLUG POWER INCPLUG1,559$190.02%
155HUMANA INCHUM35$180.02%
156ENERGY FUELS INCUUUU2,825$180.02%
157ANHEUSER BUSCH INBEV SA/NVBUDFF303$180.02%
158PIMCO ETF TR72201R833182$180.02%
159SONY GROUP CORPORATIONSNEJF233$180.02%
160SALESFORCE INCCRM130$170.01%
161PROSHARES TR74347R206480$170.01%
162UBER TECHNOLOGIES INCUBER696$170.01%
163PALANTIR TECHNOLOGIES INCPLTR2,516$160.01%
164ISHARES TR464287309275$160.01%
165CONOCOPHILLIPSCOP134$160.01%
166APPLIED MATLS INC038222105150$150.01%
167TELADOC HEALTH INCTDOC616$150.01%
168CHARLES RIV LABS INTL INC15986410771$150.01%
169FRONTDOOR INCFTDR720$150.01%
170VANGUARD SPECIALIZED FUNDS921908844102$150.01%
171SPOTIFY TECHNOLOGY S ASPOT196$150.01%
172PROTO LABS INCPRLB595$150.01%
173GRAINGER W W INC38480210427$150.01%
174T-MOBILE US INCTMUSZ100$140.01%
175SNOWFLAKE INCSNOW100$140.01%
176ASTRAZENECA PLCAZN200$140.01%
177DOCUSIGN INCDOCU256$140.01%
178ROBLOX CORPRBLX443$130.01%
1793M COMMM96$120.01%
180VANGUARD WORLD FDS92204A87679$120.01%
181SEMPRASREA76$120.01%
182PURE STORAGE INC74624M102400$110.01%
183ALBEMARLE CORPALB-PA50$110.01%
184ROBINHOOD MKTS INC7707001021,408$110.01%
185JOHNSON CTLS INTL PLCG51502105175$110.01%
186HONEYWELL INTL INC43851610650$110.01%
187SPDR GOLD TRGLD62$110.01%
188GILEAD SCIENCES INCGILD120$100.01%
189QUANTUMSCAPE CORPQS1,759$100.01%
190MAGELLAN MIDSTREAM PRTNRS LP559080106208$100.01%
191SPDR INDEX SHS FDS78463X889350$100.01%
192ISHARES TR464287804103$100.01%
193GOPRO INCGPRO1,936$100.01%
194COSTCO WHSL CORP NEW22160K10520$90.01%
195EVOLUS INCEOLS1,253$90.01%
196UIPATH INCPATH726$90.01%
197XCEL ENERGY INCXELLL129$90.01%
198ZILLOW GROUP INCZ278$90.01%
199PIEDMONT OFFICE REALTY TR INPDM993$90.01%
200ROKU INCROKU232$90.01%
201VANGUARD INDEX FDS92290853851$90.01%
202IRHYTHM TECHNOLOGIES INCIRTC85$80.01%
203IRADIMED CORPIRMD277$80.01%
204ISHARES TR46428769786$80.01%
205ISHARES TR46428788773$80.01%
206PIEDMONT LITHIUM INC72016P105190$80.01%
207XOMA CORP DELXOMAP420$80.01%
208EATON CORP PLCETN50$80.01%
209ICHOR HOLDINGSICHR285$80.01%
210CANOPY GROWTH CORPCGC3,279$80.01%
211CRONOS GROUP INCCRON3,052$80.01%
212SPDR SER TR78464A86240$70.01%
213CONSTELLATION BRANDS INCSTZ31$70.01%
214SYNCHRONY FINANCIALSYF-PB200$70.01%
215ISHARES TR46428787975$70.01%
216SPIRE INCSRJN102$70.01%
217ARK ETF TR00214Q302243$70.01%
218ORASURE TECHNOLOGIES INCOSUR1,500$70.01%
219ISHARES TR464287234195$70.01%
220VOLITIONRX LTDVNRX2,265$60.01%
221AMRYT PHARMA PLC03217L106812$60.01%
222CITIGROUP INCC-PR136$60.01%
223DYNAVAX TECHNOLOGIES CORP268158201565$60.01%
224AXT INCAXTI1,483$60.01%
225ISHARES TR46428740840$60.01%
226COMMERCE BANCSHARES INCCBSH93$60.01%
227COINBASE GLOBAL INCCOIN175$60.01%
228CROWDSTRIKE HLDGS INCCRWD45$50.00%
229VIATRIS INCVTRS414$50.00%
230AKOUSTIS TECHNOLOGIES INC00973N1021,605$50.00%
231OLIN CORPOLN89$50.00%
232ARK ETF TR00214Q401120$50.00%
233ASML HOLDING N VASMLF10$50.00%
234CRACKER BARREL OLD CTRY STOR22410J10650$50.00%
235AEHR TEST SYSAEHR250$50.00%
236WALGREENS BOOTS ALLIANCE INC931427108143$50.00%
237QUALCOMM INCQCOM48$50.00%
238NORWEGIAN CRUISE LINE HLDG LNCLH372$50.00%
239STANDARD BIOTOOLS INCLAB4,015$50.00%
240KURA SUSHI USA INCKRUS100$50.00%
241OCUPHIRE PHARMA INCIRD1,000$40.00%
242AMERICAN TOWER CORP NEW03027X10020$40.00%
243NLIGHT INCLASR350$40.00%
244NEWELL BRANDS INCNWL338$40.00%
245DELTA AIR LINES INC DELDAL107$40.00%
246BEYOND MEAT INCBYND353$40.00%
247TJX COS INC NEW87254010952$40.00%
248METLIFE INCMET-PF57$40.00%
249MATTERPORT INC5770961001,577$40.00%
250FIRST TR EXCHANGE TRADED FD33734X17644$40.00%
251META PLATFORMS INCMETA30$40.00%
252SNAP INCSNAP400$40.00%
253SENSEONICS HLDGS INCSENS4,290$40.00%
254REVANCE THERAPEUTICS INC761330109195$40.00%
255WARNER BROS DISCOVERY INCWBD456$40.00%
256CARNIVAL CORPCUKPF444$40.00%
257REKOR SYSTEMS INCREKR2,561$30.00%
258FORD MTR CO DEL345370860270$30.00%
259VUZIX CORPVUZI925$30.00%
260INNOVATIVE INDL PPTYS INCINHD25$30.00%
261CORTEVA INCCTVA43$30.00%
262ADVISORSHARES TR00768Y453400$30.00%
263INVESCO EXCH TRADED FD TR IIIVZ45$30.00%
264BIOCRYST PHARMACEUTICALS INCBCRX230$30.00%
265KROGER COKR78$30.00%
266ZILLOW GROUP INCZ84$30.00%
267PALO ALTO NETWORKS INCPANW20$30.00%
268CRINETICS PHARMACEUTICALS INCRNX190$30.00%
269FULGENT GENETICS INCFLGT93$30.00%
270ORION ENERGY SYS INCOESX1,868$30.00%
271LOVESAC COMPANYLOVE130$30.00%
272AQUABOUNTY TECHNOLOGIES INCAQB3,385$30.00%
273INTEL CORPINTC94$30.00%
274CINCINNATI FINL CORP17206210127$30.00%
275DRAFTKINGS INC NEWDKNG135$20.00%
276TUSIMPLE HLDGS INCTSPH1,158$20.00%
277TILRAY BRANDS INCTLRY785$20.00%
278VMWARE INC92856340215$20.00%
279WRAP TECHNOLOGIES INCWRAP1,375$20.00%
280ENERGOUS CORPWATT2,000$20.00%
281EDITAS MEDICINE INCEDIT220$20.00%
282LAZARD LTDLAZ50$20.00%
283SCOTTS MIRACLE-GRO COSMG32$20.00%
284RIVIAN AUTOMOTIVE INCRIVN109$20.00%
285REALTY INCOME CORPO34$20.00%
286ACCURAY INCARAY850$20.00%
287ADVANTAGE SOLUTIONS INCADV800$20.00%
288PACIFIC BIOSCIENCES CALIF IN69404D108198$20.00%
289NEW YORK CMNTY BANCORP INC649445103203$20.00%
290ATOMERA INCATOM375$20.00%
291BARRICK GOLD CORP067901108100$20.00%
292BEST BUY INCBBY22$20.00%
293COGNEX CORPCGNX50$20.00%
294CONTAINER STORE GROUP INC210751103490$20.00%
295DOW INCDOW43$20.00%
296VANGUARD WORLD FD92191073327$20.00%
297ULTRA CLEAN HLDGS INCUCTT50$20.00%
298DESKTOP METAL INC25058X105610$10.00%
299BLADE AIR MOBILITY INCSRTAW150$10.00%
300BLINK CHARGING COBLNK50$10.00%
301BLOOM ENERGY CORPBE40$10.00%
302LEGGETT & PLATT INCLEG27$10.00%
303BRIGHTHOUSE FINL INC10922N10317$10.00%
304UNITY SOFTWARE INCU44$10.00%
305GENERAL MTRS CO37045V10025$10.00%
306SUNRUN INCRUN48$10.00%
307UNDER ARMOUR INCUA100$10.00%
308WORKHORSE GROUP INCWKHS801$10.00%
309DELL TECHNOLOGIES INCDELL35$10.00%
310DERMTECH INC24984K105355$10.00%
311LENDINGCLUB CORPLC80$10.00%
312GENERAL ELECTRIC CO36960430112$10.00%
313WAYFAIR INCW35$10.00%
314FORTINET INCFTNT20$10.00%
315TC ENERGY CORPTRPRF20$10.00%
316THE REALREAL INC88339P1011,000$10.00%
317VIVANI MEDICAL INCVANI783$10.00%
318FASTLY INCFSLY81$10.00%
319MARVELL TECHNOLOGY INCMRVL20$10.00%
320AURORA CANNABIS INCACB745$10.00%
321APYX MEDICAL CORPORATIONAPYX222$10.00%
322ANSYS INC03662Q1054$10.00%
323AMERICAN EAGLE OUTFITTERS INAEO82$10.00%
324ALTAIR ENGR INC02136910320$10.00%
325PAVMED INCPAVM1,100$10.00%
326AFFIRM HLDGS INCAFRM100$10.00%
327IQVIA HLDGS INCIQV3$10.00%
328INVITAE CORP46185L103364$10.00%
329CHARGEPOINT HOLDINGS INCCHPT115$10.00%
330PENN ENTERTAINMENT INCPENN26$10.00%
331CHEMOURS COCC20$10.00%
332JOBY AVIATION INCJOBY-WT200$10.00%
33323ANDME HOLDING CO90138Q108300$10.00%
334CLOVER HEALTH INVESTMENTS COCLOV1,070$10.00%
335HUT 8 MNG CORPHUT775$10.00%
336VANDA PHARMACEUTICALS INCVNDA160$10.00%
337JAZZ PHARMACEUTICALS PLCJAZZ8$10.00%
338GROWGENERATION CORPGRWG275$10.00%
339CONFORMIS INC20717E200298$10.00%
340GENWORTH FINL INC37247D106165$10.00%
341ETF MANAGERS TR26924G508262$10.00%
342MULLEN AUTOMOTIVE INC62526P1091,000$00.00%
343CBDMD INCYCBD134$00.00%
344CLEVELAND-CLIFFS INC NEWCLF9$00.00%
345KATAPULT HOLDINGS INCKPLTW350$00.00%
346NOKIA CORPNOKBF40$00.00%
347CYBIN INCHELP500$00.00%
348GAMESTOP CORP NEWGME-WT8$00.00%
349ZOMEDICA CORPZOMDF20$00.00%
350TAIWAN SEMICONDUCTOR MFG LTD8740391004$00.00%
351SNDL INCSNDL5$00.00%
352HERITAGE GLOBAL INCHGBL2$00.00%
353MIND MEDICINE MINDMED INC60255C8853$00.00%
354SYROS PHARMACEUTICALS INC87184Q206104$00.00%
355BLACKBERRY LTDBB20$00.00%
356AMC ENTMT HLDGS INC00165C1047$00.00%
357ROCKET COS INC77311W1018$00.00%
358SKILLZ INCSKLZ566$00.00%
359PARAMOUNT GLOBAL92556H2062$00.00%