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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 Q4 2023 · Filed November 9, 2023 · Accession 0001900946-23-000005

Total Value
$123.1M
Positions
362
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (362)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A508320,602$13.2M10.75%
2DIMENSIONAL ETF TRUST25434V401246,177$11.5M9.31%
3SPDR SER TR78464A409177,315$10.5M8.54%
4PIMCO ETF TR72201R874127,390$6.2M5.07%
5ISHARES TR46435G326100,463$5.9M4.76%
6DIMENSIONAL ETF TRUST25434V500106,738$5.6M4.55%
7SPDR SER TR78464A30073,328$5.3M4.31%
8PIMCO ETF TR72201R635102,916$4.4M3.59%
9DIMENSIONAL ETF TRUST25434V724124,295$4.2M3.44%
10PIMCO ETF TR72201R71840,555$3.8M3.09%
11SPDR INDEX SHS FDS78463X871126,347$3.7M2.99%
12PIMCO ETF TR72201R86673,467$3.7M2.99%
13PIMCO ETF TR72201R77540,903$3.6M2.92%
14ISHARES INC46434G10361,062$2.9M2.36%
15ISHARES TR46428773935,267$2.8M2.24%
16SPDR INDEX SHS FDS78463X75638,032$2.0M1.65%
17SPDR SER TR78464A20127,016$2.0M1.61%
18ISHARES TR46428852135,829$1.7M1.37%
19MICROSOFT CORPMSFT5,350$1.7M1.37%
20DIMENSIONAL ETF TRUST25434V60933,919$1.5M1.26%
21DIMENSIONAL ETF TRUST25434V82375,618$1.5M1.20%
22APPLE INCAAPL8,592$1.5M1.20%
23DIMENSIONAL ETF TRUST25434V20343,679$1.1M0.93%
24BERKSHIRE HATHAWAY INC DELBRK-A2,580$903,7740.73%
25ELI LILLY & COLLY1,648$885,4300.72%
26DIMENSIONAL ETF TRUST25434V78129,450$700,3270.57%
27DIMENSIONAL ETF TRUST25434V70825,255$661,6980.54%
28INVESCO EXCHANGE TRADED FD TIVZ11,923$596,6480.48%
29DIMENSIONAL ETF TRUST25434V30226,062$588,2260.48%
30UNION PAC CORPUNP2,517$512,5740.42%
31ENBRIDGE INCENNPF13,784$462,3480.38%
32EXXON MOBIL CORPXOM3,892$457,6860.37%
33LINCOLN ELEC HLDGS INC5339001062,402$436,7290.35%
34COCA COLA COKO7,402$414,3750.34%
35WP CAREY INC92936U1097,450$402,9210.33%
36JPMORGAN CHASE & COVYLD2,678$388,4910.32%
37CATERPILLAR INCCAT1,372$374,7630.30%
38ISHARES TR464287200856$367,9900.30%
39CANADIAN NATL RY CO1363751023,257$352,8620.29%
40AMAZON COM INCAMZN2,717$345,3850.28%
41PROCTER AND GAMBLE CO7427181092,348$342,4820.28%
42PFIZER INCPFE9,954$330,1830.27%
43WILLIAMS COS INC9694571009,773$329,2710.27%
44SUMMIT MATLS INC86614U10010,170$316,6940.26%
45LAMAR ADVERTISING CO NEWLAMR3,755$313,5090.25%
46DUKE ENERGY CORP NEWDUKB3,424$302,2880.25%
47WELLS FARGO CO NEW9497461017,236$295,6910.24%
48AMGEN INCAMGN1,094$294,2070.24%
49EDISON INTL2810201074,432$280,5270.23%
50COMCAST CORP NEWCCZ6,161$273,2160.22%
51PIMCO ETF TR72201R8332,718$272,2190.22%
52GSK PLCGLAXF7,115$257,9510.21%
53EMERSON ELEC COEMR2,658$256,7210.21%
54OMNICOM GROUP INCOMC3,383$252,0250.20%
55INVENTRUST PPTYS CORP46124J2019,729$231,6530.19%
56AIR PRODS & CHEMS INCAIIR801$227,2390.18%
57BLACKROCK INCBLK319$206,4940.17%
58FIRST MID ILL BANCSHARES INC3208661067,555$200,6760.16%
59ILLINOIS TOOL WKS INC452308109865$199,3000.16%
60VERIZON COMMUNICATIONS INCVZ6,106$197,8960.16%
61NEXTERA ENERGY INCNEE-PW3,299$189,0150.15%
62MEDTRONIC PLCMDT2,403$188,3610.15%
63GENUINE PARTS COGPC1,300$187,7490.15%
64PHILIP MORRIS INTL INC7181721091,952$180,7830.15%
65DOMINION ENERGY INCD4,029$179,9950.15%
66JOHNSON & JOHNSONJNJ1,127$175,5720.14%
67FIDELITY NATL INFORMATION SV31620M1063,160$174,6720.14%
68WALMART INCWMT1,078$172,4710.14%
69AMEREN CORPAEE2,137$159,9780.13%
70SPDR S&P 500 ETF TRSPY371$158,9170.13%
71ALTRIA GROUP INCMO3,750$157,6900.13%
72CSX CORPCSX4,969$152,8160.12%
73ARK ETF TR00214Q1043,803$150,8830.12%
74NVIDIA CORPORATIONNVDA318$138,6300.11%
75ISHARES TR4642898672,757$136,2410.11%
76TRUIST FINL CORP89832Q1094,723$135,1420.11%
77VANGUARD TAX-MANAGED FDS9219438582,979$130,2420.11%
78LLOYDS BANKING GROUP PLCLLOBF60,643$129,1720.10%
79TESLA INCTSLA515$128,8630.10%
80DOLLAR GEN CORP NEW2566771051,195$126,4500.10%
81UNITED PARCEL SERVICE INCUPS795$124,0070.10%
82BRISTOL-MYERS SQUIBB COCELG-RI2,069$120,1200.10%
83VENTAS INCVTR2,710$114,1910.09%
84GALLAGHER ARTHUR J & CO363576109495$112,8250.09%
85PLAINS GP HLDGS L PPAGP6,923$111,6050.09%
86COMPASS MINERALS INTL INCCOMP3,751$104,8610.09%
87ROYAL BK CDA7800871021,164$101,7800.08%
88POST HLDGS INCPOST1,093$93,7140.08%
89HOME DEPOT INCHD310$93,7080.08%
90BANK AMERICA CORP0605051043,403$93,1740.08%
91ALPHABET INCGOOG700$92,2950.07%
92ISHARES TR464288414864$88,6510.07%
93LOCKHEED MARTIN CORPLMT214$87,8950.07%
94ISHARES TR4642898591,381$87,7300.07%
95STRYKER CORPORATIONSYK310$84,8030.07%
96STIFEL FINL CORP8606301021,359$83,5390.07%
97STARBUCKS CORPSBUX891$81,3660.07%
98FIDELITY COMWLTH TR3159128081,529$79,5000.06%
99SPDR SER TR78464A8471,733$75,8880.06%
100INTEL CORPINTC2,097$74,5490.06%
101CHEVRON CORP NEWCVX432$72,8780.06%
102PHILLIPS 66PSX579$69,6060.06%
103ISHARES TR464287226728$68,5190.06%
104CAPITAL GROUP INTL FOCUS EQT14019W1092,882$62,6700.05%
105BOEING COBA-PA323$62,0110.05%
106NORFOLK SOUTHN CORP655844108309$60,9520.05%
107HANESBRANDS INC41034510214,737$58,3610.05%
108SOUTHERN COSOMN885$57,3110.05%
109BELLRING BRANDS INCBRBR1,384$57,0620.05%
110US BANCORP DELUSB-PS1,686$55,7440.05%
111ADVANCED MICRO DEVICES INCAMD509$52,3350.04%
112RTX CORPORATIONRTX710$51,1050.04%
113LOWES COS INC548661107240$50,0790.04%
114CARRIER GLOBAL CORPORATIONCARR833$45,9970.04%
115TAIWAN SEMICONDUCTOR MFG LTD874039100500$43,4500.04%
116TARGET CORPTGT386$42,6990.03%
117PALANTIR TECHNOLOGIES INCPLTR2,655$42,4800.03%
118AIRBNB INCABNB309$42,3980.03%
119THE CIGNA GROUP125523100147$42,0720.03%
120MCDONALDS CORPMCD156$41,3410.03%
121AFLAC INCAFL537$41,2310.03%
122VANGUARD BD INDEX FDS921937835572$39,9140.03%
123VANGUARD INDEX FDS922908363100$39,4020.03%
124NXP SEMICONDUCTORS N VNXPI192$38,5830.03%
125ABBOTT LABSABLZF374$36,2800.03%
126VANGUARD INDEX FDS922908553478$36,1650.03%
127ANALOG DEVICES INCADI205$36,0420.03%
128AUTOMATIC DATA PROCESSING INADP149$35,9610.03%
129UNITEDHEALTH GROUP INCUNH70$35,7250.03%
130LINDE PLCLIN91$34,1240.03%
131ENERGIZER HLDGS INC NEWENR1,034$33,1570.03%
132AT&T INCT-PC2,203$33,0980.03%
133SPDR SER TR78468R663360$33,0550.03%
134VANGUARD SCOTTSDALE FDS92206C870417$31,6840.03%
135OTIS WORLDWIDE CORPOTIS394$31,6790.03%
136VANGUARD INDEX FDS922908769147$31,2240.03%
137PEPSICO INCPEP177$29,9920.02%
138PAYCHEX INCPAYX248$28,6210.02%
139GENERAL DYNAMICS CORPGD129$28,5630.02%
140INVESCO QQQ TRIVZ79$28,5150.02%
141PROSHARES TR74347R206480$28,4880.02%
142WISDOMTREE TRWT579$26,7850.02%
143FACTSET RESH SYS INC30307510560$26,3550.02%
144ACTIVISION BLIZZARD INC00507V109281$26,3200.02%
145STRATASYS LTDSSYS1,833$24,9470.02%
146DUPONT DE NEMOURS INCDD326$24,3200.02%
147CHUBB LIMITEDCB116$24,1490.02%
148ALPHABET INCGOOG184$24,0780.02%
149EXACT SCIENCES CORP30063P105348$23,7410.02%
150BLACKSTONE INCBX220$23,6650.02%
151UBER TECHNOLOGIES INCUBER511$23,5010.02%
152SNOWFLAKE INCSNOW148$22,6100.02%
153CAPITAL GRP FIXED INCM ETF T14020Y1021,049$22,5530.02%
154FRONTDOOR INCFTDR720$22,0250.02%
155CLOROX CO DELCLX164$21,6080.02%
156GENERAL ELECTRIC CO369604301191$21,1380.02%
157APPLIED MATLS INC038222105150$20,7680.02%
158DISNEY WALT CO254687106251$20,3900.02%
159SPOTIFY TECHNOLOGY S ASPOT131$20,2580.02%
160ROKU INCROKU286$20,1890.02%
161CRISPR THERAPEUTICS AGCRSP437$19,8350.02%
162ZOOM VIDEO COMMUNICATIONS INZM283$19,7930.02%
163L3HARRIS TECHNOLOGIES INCLHX113$19,7100.02%
164SONY GROUP CORPSNEJF233$19,2660.02%
165MODERNA INCMRNA183$18,9020.02%
166GRAINGER W W INC38480210427$18,8840.02%
167ABBVIE INCABBV125$18,6660.02%
168PAYPAL HLDGS INCPYPL319$18,6490.02%
169ISHARES TR464287309266$18,2410.01%
170DOW INCDOW350$18,0950.01%
171ISHARES TR46428761467$17,8210.01%
172ISHARES TR464287234460$17,4870.01%
173HUMANA INCHUM35$17,3130.01%
174RAYMOND JAMES FINL INC754730109171$17,2190.01%
175CRACKER BARREL OLD CTRY STOR22410J106250$16,8200.01%
176ANHEUSER BUSCH INBEV SA/NVBUDFF303$16,7560.01%
177HASBRO INCHAS252$16,7140.01%
178SOUTHWEST AIRLS CO844741108615$16,6660.01%
179CONOCOPHILLIPSCOP134$16,1510.01%
180VANGUARD SPECIALIZED FUNDS921908844103$16,0050.01%
1813-D SYS CORP DEL88554D2053,244$15,9280.01%
182TEXAS INSTRS INC88250810496$15,3400.01%
183ISHARES TR46428759896$14,5750.01%
184T-MOBILE US INCTMUSZ100$14,0050.01%
185CHARLES RIV LABS INTL INC15986410771$13,9150.01%
186PLUG POWER INCPLUG1,811$13,7640.01%
187ASTRAZENECA PLCAZN200$13,5440.01%
188PROTO LABS INCPRLB510$13,4640.01%
189UIPATH INCPATH773$13,2260.01%
190METLIFE INCMET-PF208$13,1010.01%
191GAMBLING COM GROUP LIMITEDGAMB1,000$13,0800.01%
192ISHARES TR464287242124$12,6790.01%
193INVESCO EXCHANGE TRADED FD TIVZ415$12,5300.01%
194TELADOC HEALTH INCTDOC656$12,1950.01%
195SPDR INDEX SHS FDS78463X889387$12,0240.01%
196ROBINHOOD MKTS INC7707001021,213$11,9000.01%
197COINBASE GLOBAL INCCOIN154$11,5620.01%
198COSTCO WHSL CORP NEW22160K10520$11,3480.01%
199QUANTUMSCAPE CORPQS1,671$11,1790.01%
200RAMBUS INC DELRMBS200$11,1580.01%
201ISHARES TR464287879121$10,8800.01%
202ISHARES TR464287804113$10,7170.01%
203EATON CORP PLCETN50$10,6640.01%
204SPDR GOLD TRGLD62$10,6300.01%
205SEMPRASREA153$10,4300.01%
206ROBLOX CORPRBLX359$10,3970.01%
207DRAFTKINGS INC NEWDKNG346$10,1860.01%
208VANGUARD INDEX FDS92290853851$10,0520.01%
209ZILLOW GROUP INCZ217$9,7190.01%
210JOHNSON CTLS INTL PLCG51502105176$9,4170.01%
2113M COMMM99$9,3410.01%
212MASTERCARD INCORPORATEDMA23$9,3270.01%
213HONEYWELL INTL INC43851610650$9,2370.01%
214SAREPTA THERAPEUTICS INCSRPT76$9,2130.01%
215META PLATFORMS INCMETA30$9,0060.01%
216GILEAD SCIENCES INCGILD120$8,9930.01%
217ISHARES TR46428788780$8,7850.01%
218MARATHON PETE CORPMARA58$8,7780.01%
219ONEOK INC NEWOKE138$8,7530.01%
220KLX ENERGY SERVICS HOLDNGS I48253L205734$8,6980.01%
221DICKS SPORTING GOODS INC25339310280$8,6860.01%
222ALBEMARLE CORPALB-PA50$8,5020.01%
223DYNAVAX TECHNOLOGIES CORP268158201565$8,3450.01%
224CELSIUS HLDGS INCCELH48$8,2370.01%
225DOCUSIGN INCDOCU192$8,0640.01%
226CONSTELLATION BRANDS INCSTZ31$7,9700.01%
227ISHARES TR464287606109$7,9240.01%
228FIRST TR EXCHANGE TRADED FD33734X17671$7,9140.01%
229SPDR SER TR78464A86240$7,8400.01%
230BP PLCBPPFF200$7,7440.01%
231XCEL ENERGY INCXELLL132$7,5610.01%
232PRINCIPAL FINANCIAL GROUP INPFG100$7,2070.01%
233AMERICAN EXPRESS COAXP47$7,0530.01%
234ARK ETF TR00214Q302243$6,7700.01%
235KURA SUSHI USA INCKRUS100$6,6120.01%
236ARK ETF TR00214Q401120$6,4990.01%
237ISHARES TR46428769787$6,4610.01%
238UNITED THERAPEUTICS CORP DELUTHR28$6,3240.01%
239SNAP INCSNAP692$6,1660.01%
240NORWEGIAN CRUISE LINE HLDG LNCLH372$6,1310.00%
241SYNCHRONY FINANCIALSYF-PB200$6,1140.00%
242BLOCK INCBSQKZ136$6,0190.00%
243THE REALREAL INC88339P1012,850$6,0140.00%
244PIEDMONT OFFICE REALTY TR INPDM1,068$6,0030.00%
245ZILLOW GROUP INCZ129$5,9550.00%
246ASML HOLDING N VASMLF10$5,9280.00%
247CARNIVAL CORPCUKPF424$5,8170.00%
248CITIGROUP INCC-PR141$5,8140.00%
249REKOR SYSTEMS INCREKR2,061$5,8120.00%
250TKO GROUP HOLDINGS INCTKO68$5,7160.00%
251IRHYTHM TECHNOLOGIES INCIRTC60$5,6560.00%
252MATTERPORT INC5770961002,564$5,5640.00%
253WAYFAIR INCW90$5,4510.00%
254QUALCOMM INCQCOM48$5,4240.00%
255DAY ONE BIOPHARMACEUTICALS IDAWN430$5,2760.00%
256SHOPIFY INCSHOP95$5,1840.00%
257TUSIMPLE HLDGS INCTSPH3,227$5,0340.00%
258DOORDASH INCDASH61$4,8480.00%
259SYMBOTIC INCSYM145$4,8470.00%
260TJX COS INC NEW87254010953$4,7560.00%
261PALO ALTO NETWORKS INCPANW20$4,6890.00%
262APPLIED DIGITAL CORPAPLD740$4,6180.00%
263COMMERCE BANCSHARES INCCBSH95$4,5640.00%
264OLIN CORPOLN90$4,5000.00%
265GE HEALTHCARE TECHNOLOGIES IGEHC63$4,2880.00%
266ISHARES TR46428740827$4,1840.00%
267VIATRIS INCVTRS421$4,1550.00%
268ADVANTAGE SOLUTIONS INCADV1,425$4,0470.00%
269ELANCO ANIMAL HEALTH INCELAN358$4,0240.00%
270DELTA AIR LINES INC DELDAL107$3,9800.00%
271CANOPY GROWTH CORPCGC4,918$3,8500.00%
272SENSEONICS HLDGS INCSENS6,290$3,7990.00%
273HALOZYME THERAPEUTICS INCHALO98$3,7440.00%
274KROGER COKR79$3,5730.00%
275SUPER MICRO COMPUTER INCSMCI13$3,5650.00%
276FREEPORT-MCMORAN INCFCX92$3,4310.00%
277NLIGHT INCLASR325$3,3800.00%
278VUZIX CORPVUZI925$3,3580.00%
279OCUPHIRE PHARMA INCIRD1,000$3,3500.00%
280CROWDSTRIKE HLDGS INCCRWD20$3,3480.00%
281WALGREENS BOOTS ALLIANCE INC931427108148$3,2970.00%
282EVOLV TECHNOLOGIES HLDNGS INEVLVW675$3,2810.00%
283NEWELL BRANDS INCNWL348$3,1430.00%
284BEYOND MEAT INCBYND325$3,1270.00%
285LAMB WESTON HLDGS INCLW33$3,0600.00%
286AURORA INNOVATION INCAUROW1,300$3,0550.00%
287RIVIAN AUTOMOTIVE INCRIVN124$3,0110.00%
288WARNER BROS DISCOVERY INCWBD273$2,9650.00%
289ZEBRA TECHNOLOGIES CORPORATIZBRA12$2,8380.00%
290CINCINNATI FINL CORP17206210127$2,8250.00%
291CONAGRA BRANDS INCCAG101$2,7740.00%
292DELL TECHNOLOGIES INCDELL36$2,5230.00%
293VMWARE INC92856340215$2,4970.00%
294SPDR SER TR78464A47484$2,4630.00%
295HARMONY BIOSCIENCES HLDGS INHRMY75$2,4580.00%
296INVESCO EXCH TRADED FD TR IIIVZ45$2,3310.00%
297NEW YORK CMNTY BANCORP INC649445103203$2,3090.00%
298REVANCE THERAPEUTICS INC761330109195$2,2370.00%
299CORTEVA INCCTVA43$2,2000.00%
300AFFIRM HLDGS INCAFRM100$2,1270.00%
301COGNEX CORPCGNX50$2,1220.00%
302WRAP TECHNOLOGIES INCWRAP1,375$2,0630.00%
303INNOVATIVE INDL PPTYS INCINHD26$2,0170.00%
304TRIUMPH FINANCIAL INCTFIN-P30$1,9440.00%
305TILRAY BRANDS INCTLRY785$1,8760.00%
306SUNNOVA ENERGY INTL INC.86745K104175$1,8320.00%
307REALTY INCOME CORPO35$1,7870.00%
308MANNKIND CORPMNKD430$1,7760.00%
30923ANDME HOLDING CO90138Q1081,800$1,7600.00%
310SCOTTS MIRACLE-GRO COSMG32$1,6950.00%
311VANGUARD SCOTTSDALE FDS92206C70629$1,6570.00%
312PACIFIC BIOSCIENCES CALIF IN69404D108198$1,6530.00%
313BIOCRYST PHARMACEUTICALS INCBCRX230$1,6280.00%
314TANDEM DIABETES CARE INCTNDM75$1,5580.00%
315FASTLY INCFSLY81$1,5530.00%
316LAZARD LTDLAZ50$1,5510.00%
317BEST BUY INCBBY22$1,5280.00%
318FORD MTR CO DEL345370860121$1,5120.00%
319HUT 8 MNG CORPHUT775$1,5110.00%
320ULTRA CLEAN HLDGS INCUCTT50$1,4840.00%
321BARRICK GOLD CORP067901108100$1,4550.00%
322DIREXION SHS ETF TR25460G15326$1,4100.00%
323UNITY SOFTWARE INCU44$1,3810.00%
324HALEON PLCHLNCF160$1,3330.00%
325JOBY AVIATION INCJOBY-WT200$1,2900.00%
326ALTAIR ENGR INC02136910320$1,2510.00%
327CONTEXTLOGIC INCLOGC280$1,2350.00%
328ANSYS INC03662Q1054$1,1900.00%
329FORTINET INCFTNT20$1,1740.00%
330ENTEGRIS INCENTG12$1,1270.00%
331CRONOS GROUP INCCRON550$1,1000.00%
332MARVELL TECHNOLOGY INCMRVL20$1,0870.00%
333JAZZ PHARMACEUTICALS PLCJAZZ8$1,0360.00%
334GENWORTH FINL INC37247D106165$9670.00%
335ETF MANAGERS TR26924G508263$9610.00%
336BRIGHTHOUSE FINL INC10922N10317$8320.00%
337GENERAL MTRS CO37045V10025$8320.00%
338INVITAE CORP46185L1031,364$8250.00%
339SOUNDTHINKING INCSSTI45$8060.00%
340SHAPEWAYS HOLDINGS INC81947T201250$8030.00%
341AMKOR TECHNOLOGY INCAMKR33$7460.00%
342LEGGETT & PLATT INCLEG29$7410.00%
343TC ENERGY CORPTRPRF21$7290.00%
344VANDA PHARMACEUTICALS INCVNDA160$6910.00%
345SUNRUN INCRUN48$6030.00%
346IQVIA HLDGS INCIQV3$5900.00%
347CHARGEPOINT HOLDINGS INCCHPT115$5720.00%
348CHEMOURS COCC20$5610.00%
349BLEND LABS INCBLND400$5480.00%
350BLOOM ENERGY CORPBE40$5300.00%
351AURORA CANNABIS INCACB733$4290.00%
352BLADE AIR MOBILITY INCSRTAW150$3890.00%
353PENN ENTERTAINMENT INCPENN16$3670.00%
354CYBIN INCHELP500$2660.00%
355WABTEC9297401082$2130.00%
356ENERGOUS CORPWATT100$1600.00%
357BLINK CHARGING COBLNK50$1530.00%
358NOKIA CORPNOKBF20$750.00%
359AYTU BIOPHARMA INCAYTU5$140.00%
360HERITAGE GLOBAL INCHGBL2$60.00%
361MULLEN AUTOMOTIVE INC62526P3075$20.00%
362AGEAGLE AERIAL SYS INC NEW00848K10110$20.00%