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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 Q2 2023 · Filed May 9, 2023 · Accession 0001909750-23-000004

Total Value
$201.3M
Positions
344
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (344)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard High Dividend Yield ETF921946406542,201$57.2M28.41%
2Vanguard Total Stock Market ETF922908769113,635$23.2M11.52%
3iShares Core S&P Small-Cap ETF464287804188,192$18.2M9.04%
4Vanguard FTSE Developed Markets ETF921943858219,897$9.9M4.93%
5Vanguard Mid-Cap Growth ETF92290853850,475$9.8M4.89%
6iShares International Select Dividend ETF464288448327,227$9.0M4.47%
7Vanguard FTSE All-World ex-US Sm-Cp ETF92204271850,692$5.5M2.75%
8iShares S&P Small-Cap 600 Value ETF46428787954,394$5.1M2.53%
9iShares National Muni Bond ETF46428841444,469$4.8M2.38%
10iShares US Preferred Stock ETF464288687138,618$4.3M2.15%
11SPDR S&P 500 ETFSPY8,678$3.6M1.76%
12iShares Edge MSCI Min Vol Global ETF46428652530,463$2.9M1.46%
13Schwab International Equity ETF80852480575,066$2.6M1.30%
14Schwab Emerging Markets Equity ETF80852470693,098$2.3M1.13%
15iShares Select Dividend ETF46428716818,297$2.1M1.07%
16Artisan Partners Asset Management Inc04316A10853,956$1.7M0.86%
17Apple IncAAPL9,114$1.5M0.75%
18Visa IncV6,053$1.4M0.68%
19McDonald's CorpMCD4,845$1.4M0.67%
20Microsoft CorpMSFT4,694$1.4M0.67%
21Vanguard Russell 3000 ETF92206C5996,799$1.2M0.62%
22Schwab US Broad Market ETF80852410224,902$1.2M0.59%
23Vanguard Growth ETF9229087364,120$1.0M0.51%
24Old Natl Bancorp Ind68003310767,033$966,6160.48%
25Charles Schwab CorpSCHW-PJ13,597$712,2290.35%
26iShares Russell Mid-Cap ETF4642874999,903$692,4180.34%
27International Business Machines CorpINTR4,804$629,7500.31%
28iShares Core MSCI Emerging Markets ETF46434G10312,709$620,0720.31%
29Vanguard Small-Cap ETF9229087513,124$592,1850.29%
30iShares Core S&P 500 ETF4642872001,314$539,9650.27%
31Vanguard ESG International Stock ETF92191072510,050$526,2100.26%
32Motorola Solutions IncMSI1,788$511,6000.25%
33MGIC Investment Corp55284810336,000$483,1200.24%
34SPDR MSCI ACWI ex-US ETF78463X84818,057$464,6000.23%
35The Home Depot IncHD1,470$433,8390.22%
36Alerian MLP ETF00162Q45211,088$428,5450.21%
37iShares Russell 1000 Value ETF4642875982,641$402,1260.20%
38Alphabet Inc Class CGOOG3,820$397,2800.20%
39Exact Sciences Corp30063P1055,672$384,6180.19%
40Caterpillar IncCAT1,576$360,6530.18%
41BLACKSTONE GROUP INCBX4,073$357,7290.18%
42Kinder Morgan IncEP-PC20,000$350,2000.17%
43Alphabet Inc Class AGOOG3,180$329,8610.16%
44Kayne Anderson MLP/Midstream48660610638,146$329,5820.16%
45McKesson CorpMCK900$320,4450.16%
46SPDR S&P 500 ESG ETF78468R5318,100$319,3720.16%
47iShares US Real Estate ETF4642877393,725$316,2530.16%
48Vanguard Value ETF9229087442,260$312,0960.16%
49CVS Health CorpCVS3,992$296,6460.15%
50TPG PARTNERS LLC CL A COMTPGXL10,000$293,3000.15%
51Nuveen Pref & Income Opps FundNU44,465$292,5770.15%
52Morgan StanleyMS-PQ3,257$286,0050.14%
53Vanguard Small-Cap Value ETF9229086111,792$284,4750.14%
54Tesla IncTSLA1,341$278,2040.14%
55Prudential Financial IncPUKPF3,296$272,7110.14%
56D.R. Horton Inc23331A1092,760$269,6550.13%
57AbbVie IncABBV1,586$252,7750.13%
58AllianceBernstein Holding LP01881G1066,900$252,2640.13%
59Goldman Sachs Group IncGSCE749$245,0050.12%
60First Trust NASDAQ-100 Equal Wtd ETF3373441052,330$234,5150.12%
61NVIDIA CorpNVDA840$233,3270.12%
62Verizon Communications IncVZ5,964$231,9400.12%
63AT&T IncT-PC11,667$224,5900.11%
64Vanguard Dividend Appreciation ETF9219088441,445$222,5440.11%
65Ishares MSCI EAFE ETF4642874653,091$221,0680.11%
66Compass Diversified HoldingsCODI-PC11,568$220,7190.11%
67Schwab International Small-Cap Eq ETF8085248886,513$219,5550.11%
68American International Group Inc0268747844,262$214,6340.11%
69iShares MSCI ACWI ex US ETF4642882404,372$213,2220.11%
70T-Mobile US IncTMUSZ1,450$210,0180.10%
71KKR & Co IncKKRT3,925$206,1410.10%
72Broadridge Financial Solutions Inc11133T1031,400$205,1980.10%
73Danaher Corp235851102804$202,6400.10%
74Waste Management Inc94106L1091,185$193,3560.10%
75PayPal Holdings IncPYPL2,518$191,2170.09%
76Johnson & JohnsonJNJ1,225$189,8250.09%
77Amazon.com IncAMZN1,820$187,9880.09%
78PepsiCo IncPEP1,030$187,7690.09%
79Bank of America Corp0605051046,456$184,6510.09%
80Procter & Gamble Co7427181091,237$183,9300.09%
81Cisco Systems IncCSCO3,518$183,9030.09%
82Texas Instruments Inc882508104953$177,2070.09%
83iShares Core S&P US Value ETF4642876632,389$176,2950.09%
84Masco CorpMAS3,311$164,6270.08%
85Invesco S&P 500 Low Volatility ETFIVZ2,628$163,9870.08%
86Mastercard IncMA435$158,0830.08%
87Bank of Montreal0636711011,759$156,7440.08%
88Eli Lilly and CoLLY445$152,8220.08%
89AmerisourceBergen CorpCOR950$152,1050.08%
90iShares Russell 2000 ETF464287655848$151,2830.08%
91Fidelity National Information Services Inc31620M1062,777$150,8740.07%
92Advanced Micro Devices IncAMD1,465$143,5850.07%
93Oracle CorpORCL-PD1,534$142,5390.07%
94Ciena CorpCIEN2,700$141,8040.07%
95Dimensional U S Core Equity 2 ETF25434V7085,557$141,5920.07%
96Invesco S&P 500 Quality ETFIVZ2,953$139,7140.07%
97SPDR S&P 500 Fossil Fuel Rsrv Free ETF78468R7964,133$137,3730.07%
98Republic Services Inc7607591001,000$135,2240.07%
99iShares Core S&P Mid-Cap ETF464287507527$131,8620.07%
100Global Partners LPGLP-PB4,000$124,0800.06%
101JPMorgan Chase & CoVYLD929$121,0580.06%
102Select Sector Spdr Trust Shs Ben Int Energy ETF81369Y5061,420$117,6580.06%
103U.S. BancorpUSB-PS3,226$116,2970.06%
104MetLife IncMET-PF2,000$115,8800.06%
105Dimensional US Marketwide Value ETF25434V7243,292$110,2160.05%
106Fiserv IncFISV950$107,3790.05%
107Adobe IncADBE276$106,3620.05%
108Vanguard Mega Cap ETF921910873741$106,0670.05%
109Nuveen Pref & Income Securities FundNU16,222$104,7920.05%
110Paychex IncPAYX870$99,6930.05%
111Exxon Mobil CorpXOM901$98,8040.05%
112Analog Devices IncADI500$98,6100.05%
113Hilton Worldwide Holdings IncHLT700$98,6090.05%
114Amphenol Corp0320951011,180$96,4300.05%
115General Motors Co37045V1002,613$95,8450.05%
116Vanguard S&P Small-Cap 600 ETF9219328281,070$95,0050.05%
117Royce Value TrustRVT7,000$94,9900.05%
118Eaton Corp PLCETN550$94,2370.05%
119iShares ESG Aware MSCI USA Small-Cap ETF46435U6632,771$94,1940.05%
120Berkshire Hathaway IncBRK-A300$92,6310.05%
121Gilead Sciences IncGILD1,087$90,1880.04%
122Physicians Realty Trust71943U1046,000$89,5800.04%
123Bristol-Myers Squibb CompanyCELG-RI1,271$88,0930.04%
124TJX Companies Inc8725401091,124$88,0770.04%
125Boeing CoBA-PA414$87,9460.04%
126Coca-Cola CoKO1,400$86,8230.04%
127Nuveen Quality Muni Income FundNU7,527$86,7860.04%
128Facebook IncMETA404$85,6240.04%
129S&P Global IncSPGI245$84,4690.04%
1303M CoMMM801$84,1990.04%
131Southern CoSOMN1,139$79,2520.04%
132Vanguard FTSE Emerging Markets ETF9220428581,925$77,7860.04%
133SPDR S&P Dividend ETF78464A763600$74,2260.04%
134Old Republic International Corp6802231042,900$72,4130.04%
135Schwab US Mid-Cap ETF8085245081,057$71,7050.04%
136General Electric Co369604301746$71,3180.04%
137United Parcel Service IncUPS367$71,1940.04%
138First Trust Value Line Dividend ETF33734H1061,755$70,4810.04%
139L Brands IncBBWI1,800$65,8440.03%
140Schwab US Dividend Equity ETF808524797889$65,0390.03%
141Charter Communications Inc A16119P108181$64,7270.03%
142WEC Energy Group IncWEC681$64,5520.03%
143Keurig Dr Pepper IncKDP1,800$63,5040.03%
144BorgWarner IncBWA1,272$62,4680.03%
145Johnson Controls International PLCG515021051,000$60,2200.03%
146Netflix IncNFLX171$59,0770.03%
147UnitedHealth Group IncUNH124$58,6010.03%
148Carter's IncCRI800$57,5360.03%
149Illinois Tool Works Inc452308109235$57,2110.03%
150Honeywell International Inc438516106298$56,9540.03%
151HP IncHPQ1,891$55,5010.03%
152Church & Dwight Co IncCHD600$53,0460.03%
153Intercontinental Exchange Inc45866F104500$52,1450.03%
154iShares Morningstar Mid-Cap Growth ETF464288307888$51,1130.03%
155Wells Fargo & Co9497461011,327$49,6030.02%
156Becton, Dickinson and CoBDX200$49,5080.02%
157WisdomTree US Quality Dividend Gr ETFWT794$49,4980.02%
158Corebridge Finl Inc Com21871X1093,000$48,0600.02%
159Automatic Data Processing IncADP210$46,7520.02%
160OPKO Health IncOPK32,000$46,7200.02%
161Ford Motor Co3453708603,670$46,2420.02%
162Sysco CorpSYY593$45,7970.02%
163Costco Wholesale Corp22160K10591$45,2150.02%
164Vanguard Information Technology ETF92204A702116$44,7150.02%
165Energy Transfer LPET-PI3,556$44,3430.02%
166Raytheon Technologies CorpRTX450$44,0690.02%
167Vanguard Total Bond Market ETF921937835589$43,4860.02%
168Associated Banc-CorpASBA2,300$41,3540.02%
169ManpowerGroup IncMAN492$40,6050.02%
170Merck & Co IncMRK377$40,0870.02%
171iShares Morningstar Mid-Cap Value ETF464288406642$39,7270.02%
172Mondelez International Inc609207105553$38,5550.02%
173PACCAR IncPCAR525$38,4300.02%
174Chevron CorpCVX234$38,1790.02%
175Vanguard Financials ETF92204A405490$38,1660.02%
176The Interpublic Group of Companies IncINTR1,000$37,2400.02%
177Oppenheimer S&P 500 Revenue ETFIVZ475$36,1480.02%
178Linde PLCLIN100$35,5440.02%
179Lowe's Companies Inc548661107177$35,3950.02%
180Corning IncGLW964$33,9920.02%
181First Trust Dorsey Wright Focus 5 ETF33738R605734$33,0890.02%
182The Chemours CoCC1,100$32,9340.02%
183Jones Lang LaSalle IncJLL226$32,8810.02%
184American Electric Power Co Inc025537101360$32,7560.02%
185Henry Schein IncHSIC400$32,6160.02%
186Newmont CorpNEMCL665$32,5980.02%
187The Walt Disney Co254687106319$31,9170.02%
188Philip Morris International Inc718172109324$31,5090.02%
189Select Sector Industrial81369Y704306$30,9610.02%
190Chubb LtdCB159$30,8750.02%
191iShares Russell 1000 Growth ETF464287614126$30,8260.02%
192American Tower Corp03027X100150$30,6510.02%
193Iberdrola SA ADR450737101600$29,9470.01%
194Nutrien LtdNTR400$29,5400.01%
195Hewlett Packard Enterprise CoHPE-PC1,825$29,0720.01%
196Equinor ASA ADRSTOHF1,000$28,4300.01%
197Raymond James Financial Inc754730109300$27,9810.01%
198Comcast CorpCCZ735$27,8640.01%
199Intel CorpINTC850$27,7700.01%
200Wheaton Precious Metals CorpWPM576$27,7400.01%
201Sony Group CorpSNEJF304$27,5580.01%
202Invesco Water Resources ETFIVZ503$26,8490.01%
203ProShares S&P 500 Dividend Aristocrats ETF74348A467293$26,7330.01%
204Consumer Staples Select Sector SPDR ETF81369Y308348$25,9990.01%
205Scientific Games CorpLAWIL429$25,7610.01%
206Invesco S&P Global Water Index ETFIVZ500$24,9300.01%
207Town Center Bank II8921051077,231$24,5850.01%
208Target CorpTGT147$24,3480.01%
209Select Sector Spdr Fund Shs Ben Consumer Discretio81369Y407161$24,0760.01%
210Pfizer IncPFE589$24,0310.01%
211Union Pacific CorpUNP119$23,9980.01%
212Microchip Technology IncMCHPP280$23,4580.01%
213Duke Energy CorpDUKB239$23,0560.01%
214Select Sector Spdr Trust The Health Care Select Se81369Y209178$23,0440.01%
215Victorias Secret And Co Common Stock926400102666$22,7440.01%
216Emerson Electric CoEMR255$22,2210.01%
217Vanguard Short-Term Infl-Prot Secs ETF922020805458$21,9020.01%
218Kimberly-Clark CorpKMB160$21,4750.01%
219First Trust Water ETF33733B100250$20,9080.01%
220CrowdStrike Holdings IncCRWD150$20,5890.01%
221Carrier Global CorpCARR450$20,5880.01%
222GE Healthcare Technologies Inc ComGEHC248$20,3430.01%
223PPL CorpPPLC706$19,6200.01%
224Vanguard Total International Bond ETF92203J407400$19,5680.01%
225Clorox CoCLX123$19,4640.01%
226iShares ESG Aware MSCI EM ETF46434G863615$19,3660.01%
227Amgen IncAMGN80$19,3400.01%
228Salesforce.com IncCRM96$19,1790.01%
229Qualcomm IncQCOM150$19,1370.01%
230Otis Worldwide CorpOTIS225$18,9900.01%
231Lockheed Martin CorpLMT40$18,9090.01%
232ConocoPhillipsCOP190$18,8500.01%
233iShares S&P 100 ETF464287101100$18,7040.01%
234Guggenheim S&P 500 EqualIVZ125$18,0780.01%
235Teva Pharmaceutical Industries Ltd ADR8816242092,036$18,0190.01%
236Vanguard Muni Bnd Tax-Exempt ETF922907746350$17,7290.01%
237Vanguard Extended Market ETF922908652126$17,6650.01%
238Thermo Fisher Scientific IncTMO30$17,2910.01%
239Alliant Energy CorpLNT320$17,0880.01%
240Blackline IncBL250$16,7880.01%
241Tactile Sys Technology Inc Com87357P1001,000$16,4200.01%
242Lululemon Athletica IncLULU45$16,3890.01%
243Roadrunner Transportation Systems Inc76973Q2048,900$16,0200.01%
244Vanguard Mid-Cap ETF92290862972$15,1580.01%
245Edwards Lifesciences CorpEW183$15,1400.01%
246Walgreens Boots Alliance Inc931427108423$14,6270.01%
247AstraZeneca PLC ADRAZN210$14,5760.01%
248Schwab US Small-Cap ETF808524607340$14,2560.01%
249Conagra Brands IncCAG364$13,6720.01%
250Workday IncWDAY65$13,4250.01%
251VanEck Gold Miners ETF92189F106410$13,2640.01%
252Barrick Gold Corp067901108700$12,9990.01%
253Teladoc IncTDOC500$12,9500.01%
254SSR Mining IncSSRGF840$12,7010.01%
255Simon Property Group Inc828806109110$12,3170.01%
256Kornit Digital LtdKRNT635$12,2940.01%
257The Trade Desk Inc A88339J105200$12,1820.01%
258Dimensional Emerging Core Equity Mkt ETF25434V302523$12,0480.01%
259Amdocs LtdDOX125$12,0040.01%
260The AZEK Co Inc Class A05478C105500$11,7700.01%
261Vanguard Mortgage Backed ETF92206C771252$11,7310.01%
262iShares Russell 300046428768949$11,5350.01%
263Cincinnati Financial Corp172062101100$11,2080.01%
264Dominion Energy IncD200$11,1820.01%
265General Mills Inc370334104128$10,9390.01%
266Exelon CorpEXC254$10,6400.01%
267Stryker CorpSYK35$9,9910.00%
268Phillips 66PSX96$9,7320.00%
269Marriott International Inc57190320255$9,1320.00%
270Crispr Therapeutics Agnamen AktCRSP200$9,0460.00%
271Citigroup IncC-PR360$8,9240.00%
272CME Group Inc Class ACME45$8,6180.00%
273Activision Blizzard Inc00507V109100$8,5590.00%
274Vanguard Mid-Cap Value ETF92290851262$8,3120.00%
275VictoryShares US EQ Inc Enh Vol Wtd ETF92647N824136$8,2440.00%
276First Trust Capital Strength ETF33733E104110$8,0230.00%
277Delta Air Lines IncDAL229$7,9970.00%
278Vanguard S&P 500 ETF92290836321$7,9760.00%
279Dow IncDOW128$7,0170.00%
280Expedia Group IncEXPE72$6,9860.00%
281ABB Ltd ADRABLZF203$6,9630.00%
282Anheuser-Busch InBev SA/NVBUDFF100$6,6730.00%
283CONSTELLATION ENERGY ORD WICEG84$6,5940.00%
284Unity Software IncU200$6,4880.00%
285Cushman & Wakefield PLCCWK600$6,3240.00%
286Public Service Enterprise Group Inc744573106100$6,2450.00%
287Bloom Energy Corp Class ABE300$5,9790.00%
288iShares Russell Mid-Cap Value ETF46428747356$5,9470.00%
289Nuveen Municipal ValueNU665$5,8590.00%
290Westinghouse Air Brake Technologies Corp92974010856$5,6590.00%
291Curaleaf Holdings IncCURLF2,000$5,6200.00%
292Aspira Womens Health Inc04537Y10915,000$5,4900.00%
293Vanguard Interm-Term Corp Bd ETF92206C87068$5,4550.00%
294Invitae Corp46185L1034,000$5,4000.00%
295Box IncBXCAP200$5,3580.00%
296Fifth Third BancorpFITBM200$5,3280.00%
297iShares Core S&P US Growth ETF46428767160$5,3260.00%
298Zimmer Biomet Holdings IncZBH40$5,1680.00%
299iShares Core S&P Total US Stock Mkt ETF46428715056$5,0710.00%
300CCA Industries Inc1248671028,000$5,0400.00%
301ZoomInfo Technologies Inc Ordinary Shares - Class AGTM200$4,9420.00%
302Marqeta Inc Class AMQ1,060$4,8440.00%
303Invesco QQQ Trust ETFIVZ15$4,8140.00%
304Plug Power IncPLUG400$4,6880.00%
305XOMETRY INC ORDINARY SHARES - CLASS AXMTR300$4,4910.00%
306First Trust Managed Municipal ETF33739N10888$4,4820.00%
307Cintas CorpCTAS9$4,2980.00%
308Amplify Transformational Data Shrg ETF032108607202$3,9070.00%
309WisdomTree International Hedged Quality Dividend G ETFWT99$3,9030.00%
310iShares Edge MSCI Min Vol USA ETF46429B69739$2,8370.00%
311ProShares MSCI EAFE Dividend Growers ETF74347B83974$2,7750.00%
312iShares MSCI ACWI ETF46428825730$2,7350.00%
313Cricut Inc Class ACRCT261$2,6620.00%
314Stratasys LtdSSYS150$2,4800.00%
315Ishare Edge MSCI Min Vol ETF46429B68936$2,4350.00%
316Coinbase Global IncCOIN30$2,0270.00%
317Carvana Co Class ACVNA200$1,9580.00%
318Invesco DB Commodity Tracking ETFIVZ79$1,8750.00%
319Henderson Group PlcJHG63$1,6740.00%
320Matterport Inc Ordinary Shares - Class A577096100600$1,6380.00%
321Seiko Epson CorpJ7030F105100$1,4170.00%
322Intercept Pharmaceuticals IncINTR100$1,3430.00%
323Lemonade IncLMND80$1,1410.00%
324Marcus CorpMCS69$1,1040.00%
3258x8 Inc282914100250$1,0430.00%
326Warner Bros. Discovery Ord Shares AWBD61$9210.00%
327Nike IncNKE7$8750.00%
328Canopy Growth CorpCGC470$8230.00%
329Silvergate Capital Corp Class A82837P408500$8100.00%
330Brighthouse Financial Inc10922N10315$6620.00%
331Kennedy-Wilson Holdings IncKW37$6140.00%
332Global Cord Blood CorpG39342103200$5960.00%
333Avanos Medical IncAVNS20$5950.00%
334United Airlines Holdings IncUNTCW13$5750.00%
335Peloton Interactive IncPTON47$5330.00%
336Ameren CorpAEE5$4740.00%
337iPath Bloomberg Coffee SubTR ETNVXZ25$3650.00%
338Quantum Corp747906501300$3450.00%
339Viatris IncVTRS33$3170.00%
340AMC Entertainment Holdings Inc00165C10435$1750.00%
341Ekso Bionics Holdings IncEKSO74$1220.00%
342AMC Entertainment Holdings Inc PRF Perpetual USD Ser A 1/10000165C20335$510.00%
343Valero Energy CorpVLO0$500.00%
344Functionx Inc New Com New36077T207100$10.00%