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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

Operose Advisors LLC

Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001909750-23-000002

Total Value
$187.3M
Positions
359
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (359)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard High Dividend Yield ETF921946406511,621$55.4M29.56%
2iShares Core S&P Small-Cap ETF464287804193,753$18.3M9.79%
3Vanguard Total Stock Market ETF92290876986,701$16.6M8.85%
4Vanguard FTSE Developed Markets ETF921943858228,179$9.6M5.11%
5Vanguard Mid-Cap Growth ETF92290853850,593$9.1M4.86%
6iShares National Muni Bond ETF46428841461,551$6.5M3.47%
7iShares S&P Small-Cap 600 Value ETF46428787960,460$5.5M2.95%
8iShares International Select Dividend ETF464288448186,671$5.1M2.71%
9Vanguard FTSE All-World ex-US Sm-Cp ETF92204271848,945$5.0M2.69%
10iShares US Preferred Stock ETF464288687128,873$3.9M2.10%
11iShares Edge MSCI Min Vol Global ETF46428652536,182$3.4M1.84%
12SPDR S&P 500 ETFSPY8,658$3.3M1.77%
13Schwab Emerging Markets Equity ETF80852470693,435$2.2M1.18%
14Schwab International Equity ETF80852480563,006$2.0M1.08%
15iShares Select Dividend ETF46428716816,531$2.0M1.06%
16Apple IncAAPL10,067$1.3M0.70%
17Artisan Partners Asset Management Inc04316A10843,856$1.3M0.70%
18McDonald's CorpMCD4,912$1.3M0.69%
19Visa IncV5,817$1.2M0.65%
20Old Natl Bancorp Ind68003310767,033$1.2M0.64%
21Microsoft CorpMSFT4,942$1.2M0.63%
22Vanguard Russell 3000 ETF92206C5996,783$1.2M0.62%
23Schwab US Broad Market ETF80852410224,807$1.1M0.59%
24Charles Schwab CorpSCHW-PJ12,491$1.0M0.56%
25Vanguard Growth ETF9229087364,120$878,0130.47%
26iShares Russell Mid-Cap ETF46428749910,749$725,0200.39%
27International Business Machines CorpINTR4,804$676,8290.36%
28Vanguard Small-Cap ETF9229087513,155$579,0690.31%
29iShares Core MSCI Emerging Markets ETF46434G10312,202$569,8330.30%
30iShares Core S&P 500 ETF4642872001,228$471,7730.25%
31Vanguard ESG International Stock ETF9219107259,547$469,6050.25%
32MGIC Investment Corp55284810336,000$468,0000.25%
33SPDR MSCI ACWI ex-US ETF78463X84818,057$434,4460.23%
34Alerian MLP ETF00162Q45211,088$422,1140.23%
35CVS Health CorpCVS4,133$385,1540.21%
36Prudential Financial IncPUKPF3,869$384,8110.21%
37Caterpillar IncCAT1,570$376,1840.20%
38Vanguard Dividend Appreciation ETF9219088442,450$372,0330.20%
39iShares Russell 1000 Value ETF4642875982,388$362,1410.19%
40The Home Depot IncHD1,145$361,6730.19%
41Kinder Morgan IncEP-PC20,000$361,6000.19%
42Exxon Mobil CorpXOM3,260$359,5780.19%
43AbbVie IncABBV2,135$345,0520.18%
44Spdr Gold Shares ETFGLD2,000$339,2800.18%
45Alphabet Inc Class CGOOG3,820$338,9490.18%
46Motorola Solutions IncMSI1,313$338,3730.18%
47Exact Sciences Corp30063P1056,672$330,3310.18%
48Kayne Anderson MLP/Midstream48660610638,146$326,5300.17%
49Berkshire Hathaway IncBRK-A1,050$324,3450.17%
50Nuveen Pref & Income Opps FundNU44,465$323,7020.17%
51Vanguard Value ETF9229087442,247$315,3860.17%
52iShares US Real Estate ETF4642877393,725$313,6080.17%
53Fidelity Advisor International Growth I31591037218,644$296,0740.16%
54SPDR S&P 500 ESG ETF78468R5318,067$295,7380.16%
55TPG PARTNERS LLC CL A COMTPGXL10,000$278,3000.15%
56Vanguard Small-Cap Value ETF9229086111,696$269,3250.14%
57Goldman Sachs Group IncGSCE749$257,1920.14%
58Alphabet Inc Class AGOOG2,860$252,3380.13%
59AT&T IncT-PC13,054$240,3240.13%
60Verizon Communications IncVZ5,984$235,7700.13%
61Mastercard IncMA672$233,6750.12%
62Johnson & JohnsonJNJ1,225$216,3290.12%
63Danaher Corp235851102804$213,3980.11%
64Compass Diversified HoldingsCODI-PC11,568$210,8860.11%
65First Trust NASDAQ-100 Equal Wtd ETF3373441052,330$206,8570.11%
66Ishares MSCI EAFE ETF4642874653,091$202,8930.11%
67iShares MSCI ACWI ex US ETF4642882404,372$198,9260.11%
68McKesson CorpMCK525$196,9380.11%
69Schwab International Small-Cap Eq ETF8085248886,222$195,8080.10%
70Amazon.com IncAMZN2,240$188,1600.10%
71Broadridge Financial Solutions Inc11133T1031,400$187,7820.10%
72Cisco Systems IncCSCO3,941$187,7490.10%
73PepsiCo IncPEP1,030$186,0800.10%
74KKR & Co IncKKRT3,925$182,1990.10%
75Morgan StanleyMS-PQ2,129$181,0470.10%
76PayPal Holdings IncPYPL2,518$179,3320.10%
77Invesco S&P 500 Low Volatility ETFIVZ2,628$167,9290.09%
78Fidelity National Information Services Inc31620M1062,415$163,8580.09%
79Eli Lilly and CoLLY445$162,7990.09%
80iShares Core S&P US Value ETF4642876632,292$161,8840.09%
81D.R. Horton Inc23331A1091,810$161,3710.09%
82Sprott Physical Gold and Silver TrustSII9,000$161,3700.09%
83Bank of Montreal0636711011,759$159,3650.09%
84Procter & Gamble Co7427181091,037$157,1680.08%
85Tesla IncTSLA1,248$153,7290.08%
86U.S. BancorpUSB-PS3,510$153,0710.08%
87SPDR S&P 500 Fossil Fuel Rsrv Free ETF78468R7961,635$152,6690.08%
88Fiserv IncFISV1,500$151,6050.08%
89iShares Russell 2000 ETF464287655868$151,3080.08%
90MetLife IncMET-PF2,000$144,7400.08%
91AllianceBernstein Holding LP01881G1064,200$144,3540.08%
92Global Partners LPGLP-PB4,000$139,0800.07%
93Dimensional U S Core Equity 2 ETF25434V7085,557$134,9240.07%
94Bank of America Corp0605051044,064$134,6110.07%
95Gilead Sciences IncGILD1,525$130,9210.07%
96Ishares 1-3 Year Treasry4642874571,604$130,1970.07%
97Invesco S&P 500 Quality ETFIVZ2,953$129,9120.07%
98American International Group Inc0268747842,020$127,7450.07%
99iShares Core S&P Mid-Cap ETF464287507525$127,0160.07%
100JPMorgan Chase & CoVYLD929$124,5790.07%
101Select Sector Spdr Trust Shs Ben Int Energy ETF81369Y5061,420$124,2490.07%
102NVIDIA CorpNVDA840$122,7580.07%
103Bristol-Myers Squibb CompanyCELG-RI1,671$120,2280.06%
104Lowe's Companies Inc548661107593$118,1490.06%
105Nuveen Pref & Income Securities FundNU16,222$110,3070.06%
106Dimensional US Marketwide Value ETF25434V7243,292$110,2160.06%
107T-Mobile US IncTMUSZ725$101,5000.05%
108iShares ESG Aware MSCI USA Small-Cap ETF46435U6633,066$100,8130.05%
109Paychex IncPAYX870$100,5370.05%
110Waste Management Inc94106L109635$99,6190.05%
111Vanguard Mega Cap ETF921910873741$98,1080.05%
112Coca-Cola CoKO1,535$97,6220.05%
113Ford Motor Co3453708608,320$96,7620.05%
114Masco CorpMAS2,061$96,1910.05%
115Adobe IncADBE276$92,8820.05%
116Royce Value TrustRVT7,000$92,8200.05%
117Vanguard S&P Small-Cap 600 ETF921932828535$92,7210.05%
118Amphenol Corp0320951011,180$89,8450.05%
119TJX Companies Inc8725401091,124$89,4700.05%
120Nuveen Quality Muni Income FundNU7,527$88,8190.05%
121Boeing CoBA-PA464$88,3870.05%
122Texas Instruments Inc882508104528$87,1730.05%
123Physicians Realty Trust71943U1046,000$86,8200.05%
124First Trust NASDAQ Cln Edge GrnEngyETF33733E5001,811$85,4800.05%
125Colgate-Palmolive CoCL1,078$84,9360.05%
126Republic Services Inc760759100650$83,8470.04%
127EV National Muni Opps TrustETN5,000$82,1500.04%
128S&P Global IncSPGI245$82,0600.04%
129AmerisourceBergen CorpCOR475$78,7120.04%
130Vanguard FTSE Emerging Markets ETF9220428582,005$78,1570.04%
131Sprott Gold Miners ETFSII3,074$76,1120.04%
132SPDR S&P Dividend ETF78464A763600$75,0660.04%
133iShares Global Clean Energy4642882243,769$74,8150.04%
134First Trust Value Line Dividend ETF33734H1061,755$70,0420.04%
135Shopify IncSHOP2,000$69,4200.04%
136Ciena CorpCIEN1,350$68,8230.04%
137Schwab US Dividend Equity ETF808524797889$67,1550.04%
138UnitedHealth Group IncUNH124$65,7420.04%
139BLACKSTONE GROUP INCBX875$64,9160.03%
140Honeywell International Inc438516106298$63,8610.03%
141WEC Energy Group IncWEC681$63,8510.03%
142United Parcel Service IncUPS367$63,7990.03%
143SPDR S&P Homebuilders ETF78464A8881,013$61,1040.03%
144Energy Transfer LPET-PI5,056$60,0150.03%
145Schwab US Mid-Cap ETF808524508841$55,1810.03%
146Pfizer IncPFE1,059$54,2630.03%
147Associated Banc-CorpASBA2,300$53,1070.03%
148Illinois Tool Works Inc452308109235$51,7710.03%
149Intercontinental Exchange Inc45866F104500$51,2950.03%
150Becton, Dickinson and CoBDX200$50,8600.03%
151HP IncHPQ1,891$50,8110.03%
152Netflix IncNFLX171$50,4240.03%
153Automatic Data Processing IncADP210$50,1610.03%
154Facebook IncMETA404$48,6170.03%
155Church & Dwight Co IncCHD600$48,3660.03%
156WisdomTree US Quality Dividend Gr ETFWT794$47,9260.03%
157iShares Morningstar Mid-Cap Growth ETF464288307888$47,8450.03%
158Moderna IncMRNA260$46,7010.02%
159Raytheon Technologies CorpRTX450$45,4140.02%
160Sysco CorpSYY593$45,3350.02%
161Advanced Micro Devices IncAMD690$44,6910.02%
162Eaton Corp PLCETN275$43,1610.02%
163Vanguard Total Bond Market ETF921937835589$42,3140.02%
164L Brands IncBBWI1,000$42,1400.02%
165Merck & Co IncMRK377$41,7860.02%
166Costco Wholesale Corp22160K10591$41,5420.02%
167SPDR S&P Biotech ETF78464A870500$41,5000.02%
168Analog Devices IncADI250$41,0080.02%
169Vanguard Financials ETF92204A405490$40,5380.02%
170Kimberly-Clark CorpKMB295$40,0460.02%
171OPKO Health IncOPK32,000$40,0000.02%
172iShares Morningstar Mid-Cap Value ETF464288406642$39,8360.02%
173Pennymac Mortgage Investment TrustPMT-PC2,200$37,7300.02%
174Vanguard Information Technology ETF92204A702116$37,0520.02%
175Mondelez International Inc609207105553$36,8570.02%
176NovoCure LtdNVCR500$36,6750.02%
177Jones Lang LaSalle IncJLL226$36,0180.02%
178Equinor ASA ADRSTOHF1,000$35,8100.02%
179Capital One Financial Corp14040H105380$35,3250.02%
180Oppenheimer S&P 500 Revenue ETFIVZ475$35,1220.02%
181Chubb LtdCB159$35,0750.02%
182American Electric Power Co Inc025537101360$34,1820.02%
183First Trust Dorsey Wright Focus 5 ETF33738R605734$34,1680.02%
184Philip Morris International Inc718172109324$32,7920.02%
185PPL CorpPPLC1,121$32,7560.02%
186Linde PLCLIN100$32,6180.02%
187Raymond James Financial Inc754730109300$32,0550.02%
188Henry Schein IncHSIC400$31,9480.02%
189American Tower Corp03027X100150$31,7790.02%
190Newmont CorpNEMCL665$31,3880.02%
191The Trade Desk Inc A88339J105700$31,3810.02%
192Corning IncGLW964$30,7740.02%
193Select Sector Industrial81369Y704306$30,0520.02%
194Nutrien LtdNTR400$29,2120.02%
195Hewlett Packard Enterprise CoHPE-PC1,825$29,1270.02%
196The Walt Disney Co254687106319$27,6930.01%
197Northrop Grumman CorpNOC50$27,2810.01%
198iShares Russell 1000 Growth ETF464287614126$26,9720.01%
199ProShares S&P 500 Dividend Aristocrats ETF74348A467293$26,3670.01%
200Southern CoSOMN364$25,9930.01%
201Consumer Staples Select Sector SPDR ETF81369Y308348$25,9430.01%
202Comcast CorpCCZ735$25,7030.01%
203Union Pacific CorpUNP119$24,6910.01%
204Duke Energy CorpDUKB239$24,6150.01%
205Emerson Electric CoEMR255$24,4950.01%
206iShares ESG Aware MSCI EM ETF46434G863807$24,2720.01%
207Select Sector Spdr Trust The Health Care Select Se81369Y209178$24,1810.01%
208iShares S&P 100 ETF464287101140$23,8800.01%
209Chevron CorpCVX130$23,3340.01%
210Wheaton Precious Metals CorpWPM576$22,5100.01%
211ConocoPhillipsCOP190$22,4200.01%
212Target CorpTGT147$21,9090.01%
213Town Center Bank II8921051077,231$21,8380.01%
214ONEOK IncOKE330$21,6810.01%
215Vanguard Short-Term Infl-Prot Secs ETF922020805458$21,3930.01%
216Crown Castle International CorpCCI155$21,0240.01%
217Amgen IncAMGN80$21,0110.01%
218Select Sector Spdr Fund Shs Ben Consumer Discretio81369Y407161$20,7950.01%
219Arbor Realty Trust IncABR-PF1,240$20,5960.01%
220Intel CorpINTC750$19,8230.01%
221Microchip Technology IncMCHPP280$19,6700.01%
222PNC Financial Services Group Inc693475105124$19,5850.01%
223Lockheed Martin CorpLMT40$19,4600.01%
224Vanguard Total International Bond ETF92203J407400$18,9720.01%
225Teva Pharmaceutical Industries Ltd ADR8816242092,036$18,5680.01%
226Carrier Global CorpCARR450$18,5630.01%
227Marqeta Inc Class AMQ2,980$18,2080.01%
228Huntington Bancshares IncHBANP1,285$18,1190.01%
229Truist Financial Corp89832Q109418$17,9870.01%
230Alliant Energy CorpLNT320$17,6670.01%
231Otis Worldwide CorpOTIS225$17,6200.01%
232iShares Gold Trust ETFIAU501$17,3300.01%
233Clorox CoCLX123$17,2610.01%
234Airbnb IncABNB200$17,1000.01%
235BlackRock IncBLK24$17,0070.01%
2363M CoMMM141$16,9150.01%
237Digital Realty Trust Inc253868103168$16,8450.01%
238Blackline IncBL250$16,8180.01%
239Doximity IncDOCS500$16,7800.01%
240Thermo Fisher Scientific IncTMO30$16,5210.01%
241Qualcomm IncQCOM150$16,4910.01%
242Walgreens Boots Alliance Inc931427108423$15,8030.01%
243CrowdStrike Holdings IncCRWD150$15,7940.01%
244Plains All American Pipeline LP7265031051,250$14,7000.01%
245Kornit Digital LtdKRNT635$14,5860.01%
246Magellan Midstream Partners LP559080106290$14,5610.01%
247Vanguard S&P 500 ETF92290836341$14,4560.01%
248Lululemon Athletica IncLULU45$14,4170.01%
249AstraZeneca PLC ADRAZN210$14,2380.01%
250Conagra Brands IncCAG364$14,0870.01%
251Enterprise Products Partners LP293792107580$13,9900.01%
252Schwab US Small-Cap ETF808524607340$13,7730.01%
253Edwards Lifesciences CorpEW183$13,6540.01%
254Walmart IncWMT95$13,4700.01%
255Roadrunner Transportation Systems Inc76973Q2048,900$12,9940.01%
256Ares Cap Corp Closed-End FundARCC700$12,9290.01%
257Simon Property Group Inc828806109110$12,9230.01%
258Salesforce.com IncCRM96$12,7290.01%
259Dominion Energy IncD200$12,2640.01%
260NextEra Energy IncNEE-PW145$12,1220.01%
261Barrick Gold Corp067901108700$12,0260.01%
262Victorias Secret And Co Common Stock926400102333$11,9150.01%
263Teladoc IncTDOC500$11,8250.01%
264VanEck Gold Miners ETF92189F106410$11,7510.01%
265Tactile Sys Technology Inc Com87357P1001,000$11,4800.01%
266Dimensional Emerging Core Equity Mkt ETF25434V302523$11,4720.01%
267Vanguard Mortgage Backed ETF92206C771252$11,4710.01%
268Amdocs LtdDOX125$11,3630.01%
269Oracle CorpORCL-PD136$11,1170.01%
270Docusign INCDOCU200$11,0840.01%
271Exelon CorpEXC254$10,9800.01%
272Realty Income CorpO173$10,9730.01%
273iShares Russell 300046428768949$10,8130.01%
274General Mills Inc370334104128$10,7330.01%
275Cincinnati Financial Corp172062101100$10,2390.01%
276Zimmer Biomet Holdings IncZBH80$10,2000.01%
277The AZEK Co Inc Class A05478C105500$10,1600.01%
278Arbor Realty Trust IncABR-PF770$10,1560.01%
279Phillips 66PSX96$9,9920.01%
280Rithm Capital CorpRITM-PF1,200$9,8040.01%
281Vanguard Mid-Cap ETF92290862948$9,7020.01%
282Equitrans Midstream Corp2946001011,425$9,5480.01%
283SSR Mining IncSSRGF600$9,4020.01%
284Amcor PLCAMCCF781$9,3020.00%
285Citigroup IncC-PR360$9,0110.00%
286Freeport-McMoRan IncFCX230$8,7400.00%
287Silvergate Capital Corp Class A82837P408500$8,7000.00%
288KeyCorp493267108499$8,6930.00%
289Curaleaf Holdings IncCURLF2,000$8,5950.00%
290Stryker CorpSYK35$8,5570.00%
291Vanguard Muni Bnd Tax-Exempt ETF922907746172$8,5000.00%
292VictoryShares US EQ Inc Enh Vol Wtd ETF92647N824136$8,4420.00%
293Vanguard Mid-Cap Value ETF92290851262$8,3850.00%
294First Trust Capital Strength ETF33733E104110$8,2450.00%
295Marriott International Inc57190320255$8,1890.00%
296Telefonica SA ADRTELFY2,250$8,0330.00%
297Upstart Holdings IncUPST600$7,9320.00%
298Global Net Lease IncGNL-PE630$7,9190.00%
299Pennymac Mortgage Investment Trust70931T103620$7,6820.00%
300Dynex Cap IncDX-PC600$7,6320.00%
301CME Group Inc Class ACME45$7,5670.00%
302Delta Air Lines IncDAL229$7,5250.00%
303Invitae Corp46185L1034,000$7,4400.00%
304Two Harbors Investment Corp90187B804462$7,2860.00%
305AGNC Investment Corp00123Q104700$7,2450.00%
306CONSTELLATION ENERGY ORD WICEG84$7,2420.00%
307Fifth Third BancorpFITBM200$6,5620.00%
308Dow IncDOW128$6,4500.00%
309Expedia Group IncEXPE72$6,3070.00%
310Box IncBXCAP200$6,2260.00%
311Public Service Enterprise Group Inc744573106100$6,1270.00%
312Nuveen Municipal ValueNU665$5,7190.00%
313Shell PLC ADR Representing - Ordinary SharesRYDAF100$5,6950.00%
314QuantumScape CorpQS1,000$5,6700.00%
315Westinghouse Air Brake Technologies Corp92974010856$5,5890.00%
316Invesco DB Commodity Tracking ETFIVZ218$5,3740.00%
317Activision Blizzard Inc00507V10970$5,3590.00%
318Vanguard Interm-Term Corp Bd ETF92206C87068$5,2710.00%
319Aspira Womens Health Inc04537Y10915,000$4,9890.00%
320iShares Core S&P US Growth ETF46428767160$4,8910.00%
321iShares Core S&P Total US Stock Mkt ETF46428715056$4,7490.00%
322First Trust Managed Municipal ETF33739N10888$4,4100.00%
323Cintas CorpCTAS9$4,1850.00%
324Invesco QQQ Trust ETFIVZ15$3,9940.00%
325Intercept Pharmaceuticals IncINTR300$3,7110.00%
326WisdomTree International Hedged Quality Dividend G ETFWT99$3,5270.00%
327CCA Industries Inc1248671028,000$3,2000.00%
328Amplify Transformational Data Shrg ETF032108607202$3,0530.00%
329iShares Edge MSCI Min Vol USA ETF46429B69739$2,8120.00%
330ProShares MSCI EAFE Dividend Growers ETF74347B83974$2,6190.00%
331iShares MSCI ACWI ETF46428825730$2,5460.00%
332Cricut Inc Class ACRCT261$2,4190.00%
333Ishare Edge MSCI Min Vol ETF46429B68936$2,2890.00%
334Coinbase Global IncCOIN62$2,1940.00%
335Henderson Group PlcJHG63$1,4780.00%
336DXC Technology CoDXC54$1,4310.00%
337Lemonade IncLMND80$1,0940.00%
338Canopy Growth CorpCGC470$1,0860.00%
3398x8 Inc282914100250$1,0800.00%
340OCCIDENTAL PETE CORP WT EXP67459916225$1,0310.00%
341General Electric Co36960430112$1,0050.00%
342Marcus CorpMCS69$9930.00%
343Nike IncNKE7$8350.00%
344Brighthouse Financial Inc10922N10315$7690.00%
345Global Cord Blood CorpG39342103200$5960.00%
346Kennedy-Wilson Holdings IncKW37$5820.00%
347Warner Bros. Discovery Ord Shares AWBD61$5780.00%
348Avanos Medical IncAVNS20$5410.00%
349United Airlines Holdings IncUNTCW13$4900.00%
350Ameren CorpAEE5$4840.00%
351General Motors Co37045V10013$4370.00%
352Peloton Interactive IncPTON47$3730.00%
353Viatris IncVTRS33$3670.00%
354iPath Bloomberg Coffee SubTR ETNVXZ25$3500.00%
355AMC Entertainment Holdings Inc00165C10435$1420.00%
356ZIMVIE ORD WI98888T1078$750.00%
357AMC Entertainment Holdings Inc PRF Perpetual USD Ser A 1/10000165C20335$490.00%
358Goodyear Tire & Rubber Co3825501011$100.00%
359Functionx Inc New Com New36077T207100$10.00%