Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2023 · Filed August 9, 2023 · Accession 0001909750-23-000006

Total Value
$220.6M
Positions
358
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (358)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard High Dividend Yield ETF921946406554,331$58.8M26.65%
2Vanguard Total Stock Market ETF922908769127,613$28.1M12.74%
3iShares Core S&P Small-Cap ETF464287804190,153$18.9M8.59%
4Vanguard Mid-Cap Growth ETF92290853853,040$10.9M4.95%
5Vanguard FTSE Developed Markets ETF921943858221,916$10.2M4.64%
6iShares International Select Dividend ETF464288448365,739$9.6M4.36%
7Vanguard FTSE All-World ex-US Sm-Cp ETF92204271850,797$5.6M2.54%
8iShares S&P Small-Cap 600 Value ETF46428787954,720$5.2M2.36%
9iShares US Preferred Stock ETF464288687149,223$4.6M2.09%
10iShares National Muni Bond ETF46428841442,489$4.5M2.06%
11SPDR S&P 500 ETFSPY8,678$3.8M1.74%
12Schwab International Equity ETF80852480598,205$3.5M1.59%
13iShares Edge MSCI Min Vol Global ETF46428652525,698$2.5M1.14%
14Schwab Emerging Markets Equity ETF80852470694,608$2.3M1.06%
15iShares Select Dividend ETF46428716819,072$2.2M0.98%
16Artisan Partners Asset Management Inc04316A10854,365$2.1M0.97%
17Apple IncAAPL9,057$1.8M0.80%
18Microsoft CorpMSFT4,694$1.6M0.72%
19Visa IncV6,140$1.5M0.66%
20McDonald's CorpMCD4,848$1.4M0.66%
21Vanguard Russell 3000 ETF92206C5996,568$1.3M0.59%
22Schwab US Broad Market ETF80852410224,994$1.3M0.59%
23Oracle CorpORCL-PD10,523$1.3M0.57%
24Vanguard Growth ETF9229087363,651$1.0M0.47%
25TE Connectivity LtdTEL5,500$770,8800.35%
26Charles Schwab CorpSCHW-PJ13,540$767,4570.35%
27iShares Russell Mid-Cap ETF4642874999,903$723,2160.33%
28Goldman Sachs Group IncGSCE2,215$714,5250.32%
29International Business Machines CorpINTR4,804$642,8170.29%
30iShares Core MSCI Emerging Markets ETF46434G10312,709$626,4270.28%
31Old Natl Bancorp Ind68003310744,877$625,5850.28%
32Vanguard ESG International Stock ETF92191072511,723$622,5880.28%
33Vanguard Small-Cap ETF9229087513,124$621,3320.28%
34Comcast CorpCCZ14,735$612,2390.28%
35American International Group Inc02687478410,510$604,7450.27%
36iShares Core S&P 500 ETF4642872001,314$585,6610.27%
37Fiserv IncFISV4,634$584,5790.26%
38Bank of America Corp06050510420,290$582,1300.26%
39Hilton Worldwide Holdings IncHLT3,950$574,9230.26%
40MGIC Investment Corp55284810336,000$568,4400.26%
41Wells Fargo & Co94974610112,726$543,1410.25%
42Motorola Solutions IncMSI1,788$524,3850.24%
43Exact Sciences Corp30063P1055,486$515,1350.23%
44SPDR MSCI ACWI ex-US ETF78463X84818,344$479,3420.22%
45iShares Russell 1000 Value ETF4642875982,991$472,1140.21%
46CVS Health CorpCVS6,792$469,5310.21%
47Charter Communications Inc A16119P1081,251$459,5800.21%
48The Home Depot IncHD1,470$456,6540.21%
49BorgWarner IncBWA9,236$451,7330.20%
50Alerian MLP ETF00162Q45211,088$434,7540.20%
51Alphabet Inc Class AGOOG3,610$432,1170.20%
52Caterpillar IncCAT1,593$391,8640.18%
53McKesson CorpMCK900$384,5790.17%
54BLACKSTONE GROUP INCBX4,096$380,7830.17%
55Tesla IncTSLA1,437$376,1630.17%
56Alphabet Inc Class CGOOG2,916$352,7490.16%
57SPDR S&P 500 ESG ETF78468R5318,130$350,0090.16%
58Kinder Morgan IncEP-PC20,000$344,4000.16%
59D.R. Horton Inc23331A1092,760$335,9020.15%
60Ishares Core High Dividend ETF46429B6633,277$330,2590.15%
61Kayne Anderson MLP/Midstream48660610638,146$310,5090.14%
62Morgan StanleyMS-PQ3,511$299,8360.14%
63Vanguard Small-Cap Value ETF9229086111,801$297,9190.14%
64TPG PARTNERS LLC CL A COMTPGXL10,000$292,6000.13%
65Prudential Financial IncPUKPF3,296$290,7730.13%
66Nuveen Pref & Income Opps FundNU44,465$288,1310.13%
67AllianceBernstein Holding LP01881G1068,900$286,2240.13%
68NVIDIA CorpNVDA640$270,7330.12%
69Amazon.com IncAMZN2,065$269,1930.12%
70Verizon Communications IncVZ7,204$267,9170.12%
71Compass Diversified HoldingsCODI-PC11,568$250,9120.11%
72First Trust NASDAQ-100 Equal Wtd ETF3373441052,330$249,0770.11%
73Vanguard Dividend Appreciation ETF9219088441,445$234,7110.11%
74AT&T IncT-PC14,667$233,9390.11%
75Broadridge Financial Solutions Inc11133T1031,400$231,8820.11%
76Schwab International Small-Cap Eq ETF8085248886,662$224,9780.10%
77Ishares MSCI EAFE ETF4642874653,091$224,0980.10%
78KKR & Co IncKKRT3,925$219,8000.10%
79iShares MSCI ACWI ex US ETF4642882404,372$215,1900.10%
80AbbVie IncABBV1,586$213,6940.10%
81Waste Management Inc94106L1091,185$205,5030.09%
82SPDR S&P 500 Fossil Fuel Rsrv Free ETF78468R7965,650$204,3690.09%
83Johnson & JohnsonJNJ1,225$202,7180.09%
84T-Mobile US IncTMUSZ1,450$201,4050.09%
85Eli Lilly and CoLLY423$198,3790.09%
86Masco CorpMAS3,411$195,7280.09%
87Danaher Corp235851102804$192,9600.09%
88Procter & Gamble Co7427181091,237$187,7020.09%
89iShares Core S&P US Value ETF4642876632,390$187,0270.08%
90AmerisourceBergen CorpCOR950$182,8090.08%
91JPMorgan Chase & CoVYLD1,250$181,8310.08%
92Texas Instruments Inc882508104953$171,5110.08%
93Mastercard IncMA435$171,0860.08%
94Vanguard Value ETF9229087441,192$169,3740.08%
95PayPal Holdings IncPYPL2,518$168,0260.08%
96Advanced Micro Devices IncAMD1,465$166,8780.08%
97Cisco Systems IncCSCO3,208$165,9820.08%
98Invesco S&P 500 Low Volatility ETFIVZ2,628$165,0650.07%
99Bank of Montreal0636711011,759$158,8550.07%
100Republic Services Inc7607591001,000$153,1740.07%
101Fidelity National Information Services Inc31620M1062,777$151,9020.07%
102Dimensional U S Core Equity 2 ETF25434V7085,557$150,8730.07%
103Invesco S&P 500 Quality ETFIVZ2,953$148,9550.07%
104iShares US Real Estate ETF4642877391,614$139,6760.06%
105iShares Core S&P Mid-Cap ETF464287507529$138,2330.06%
106Select Sector Spdr Trust Shs Ben Int Energy ETF81369Y5061,668$135,3740.06%
107Adobe IncADBE276$134,9610.06%
108Facebook IncMETA430$123,4010.06%
109Global Partners LPGLP-PB4,000$122,9200.06%
110U.S. BancorpUSB-PS3,637$120,1620.05%
111PepsiCo IncPEP630$116,6890.05%
112Vanguard Mega Cap ETF921910873741$115,9370.05%
113Ford Motor Co3453708607,647$115,6980.05%
114Ciena CorpCIEN2,700$114,7230.05%
115Dimensional US Marketwide Value ETF25434V7243,292$113,5740.05%
116MetLife IncMET-PF2,000$113,0600.05%
117Eaton Corp PLCETN550$110,6050.05%
118Corebridge Finl Inc Com21871X1096,000$105,9600.05%
119Nuveen Pref & Income Securities FundNU16,222$103,4940.05%
120Berkshire Hathaway IncBRK-A300$102,3000.05%
121Amphenol Corp0320951011,180$100,2410.05%
122iShares ESG Aware MSCI USA Small-Cap ETF46435U6632,779$98,7130.04%
123Vanguard S&P Small-Cap 600 ETF9219328281,070$98,3220.04%
124S&P Global IncSPGI245$98,2180.04%
125General Electric Co369604301893$98,0920.04%
126Analog Devices IncADI500$97,4050.04%
127Paychex IncPAYX870$97,3270.04%
128Exxon Mobil CorpXOM901$96,6320.04%
129Royce Value TrustRVT7,000$96,6000.04%
130TJX Companies Inc8725401091,124$95,3040.04%
131Vanguard FTSE Emerging Markets ETF9220428582,184$88,8300.04%
132Boeing CoBA-PA414$87,4200.04%
133Nuveen Quality Muni Income FundNU7,527$84,8290.04%
134Coca-Cola CoKO1,400$84,3030.04%
135Physicians Realty Trust71943U1046,000$83,9400.04%
136Gilead Sciences IncGILD1,087$83,7750.04%
1373M CoMMM801$80,1770.04%
138Southern CoSOMN1,139$80,0150.04%
139Vanguard Mid-Cap ETF922908629349$76,8660.03%
140Schwab US Mid-Cap ETF8085245081,061$75,3860.03%
141Netflix IncNFLX171$75,3240.03%
142SPDR S&P Dividend ETF78464A763600$73,5480.03%
143Old Republic International Corp6802231042,900$72,9930.03%
144First Trust Value Line Dividend ETF33734H1061,755$70,3580.03%
145OPKO Health IncOPK32,000$69,4400.03%
146Bristol-Myers Squibb CompanyCELG-RI1,084$69,3220.03%
147Johnson Controls International PLCG515021051,000$68,1400.03%
148L Brands IncBBWI1,800$67,5000.03%
149Schwab US Dividend Equity ETF808524797889$64,5590.03%
150Honeywell International Inc438516106298$61,8350.03%
151Church & Dwight Co IncCHD600$60,1380.03%
152WEC Energy Group IncWEC681$60,0910.03%
153Walmart IncWMT380$59,6650.03%
154UnitedHealth Group IncUNH124$59,5990.03%
155Illinois Tool Works Inc452308109235$58,7880.03%
156HP IncHPQ1,891$58,0730.03%
157United Parcel Service IncUPS318$57,0020.03%
158Intercontinental Exchange Inc45866F104500$56,5400.03%
159iShares Morningstar Mid-Cap Growth ETF464288307888$54,1150.02%
160WisdomTree US Quality Dividend Gr ETFWT794$52,9280.02%
161Becton, Dickinson and CoBDX200$52,8020.02%
162Nuveen ESG Large-Cap Value ETFNU1,518$52,5990.02%
163Vanguard Information Technology ETF92204A702116$51,2910.02%
164Henderson Group PlcJHG1,813$49,4000.02%
165Costco Wholesale Corp22160K10591$48,9930.02%
166Automatic Data Processing IncADP210$46,1560.02%
167Energy Transfer LPET-PI3,556$45,1610.02%
168Raytheon Technologies CorpRTX450$44,0820.02%
169Sysco CorpSYY593$44,0010.02%
170PACCAR IncPCAR525$43,9160.02%
171Merck & Co IncMRK377$43,4980.02%
172Vanguard Total Bond Market ETF921937835589$42,8140.02%
173Rivian Automotive Inc Class ARIVN2,500$41,6500.02%
174iShares Morningstar Mid-Cap Value ETF464288406642$40,8950.02%
175Keurig Dr Pepper IncKDP1,300$40,6510.02%
176The Chemours CoCC1,100$40,5790.02%
177Mondelez International Inc609207105553$40,3360.02%
178Lowe's Companies Inc548661107177$39,9490.02%
179Vanguard Financials ETF92204A405490$39,8080.02%
180Linde PLCLIN100$38,1080.02%
181Oppenheimer S&P 500 Revenue ETFIVZ475$38,0000.02%
182Associated Banc-CorpASBA2,300$37,3290.02%
183Chevron CorpCVX234$36,8200.02%
184Vanguard S&P 500 ETF92290836387$35,4760.02%
185Jones Lang LaSalle IncJLL226$35,2110.02%
186General Motors Co37045V100913$35,2050.02%
187iShares Russell 1000 Growth ETF464287614126$34,7690.02%
188First Trust Dorsey Wright Focus 5 ETF33738R605734$34,4320.02%
189Corning IncGLW964$33,7610.02%
190Select Sector Industrial81369Y704306$32,8400.01%
191Henry Schein IncHSIC400$32,4400.01%
192Philip Morris International Inc718172109324$31,6290.01%
193Iberdrola SA ADR450737101600$31,3620.01%
194Raymond James Financial Inc754730109300$31,1310.01%
195Hewlett Packard Enterprise CoHPE-PC1,825$30,6600.01%
196Chubb LtdCB159$30,6170.01%
197American Electric Power Co Inc025537101360$30,3120.01%
198Scientific Games CorpLAWIL429$29,4980.01%
199Equinor ASA ADRSTOHF1,000$29,2100.01%
200American Tower Corp03027X100150$29,0910.01%
201The Walt Disney Co254687106319$28,4580.01%
202Invesco Water Resources ETFIVZ504$28,4390.01%
203Intel CorpINTC850$28,4240.01%
204ProShares S&P 500 Dividend Aristocrats ETF74348A467293$27,6240.01%
205Sony Group CorpSNEJF304$27,3720.01%
206Select Sector Spdr Fund Shs Ben Consumer Discretio81369Y407161$27,3390.01%
207Dominion Energy IncD516$26,7180.01%
208Town Center Bank II8921051077,231$25,8870.01%
209NCR CorpNCRRP1,025$25,8300.01%
210Consumer Staples Select Sector SPDR ETF81369Y308348$25,8110.01%
211SPDR MSCI EAFE Fossil Fuel Free ETF78470E106684$25,7530.01%
212Invesco S&P Global Water Index ETFIVZ500$25,7050.01%
213Microchip Technology IncMCHPP280$25,0850.01%
214Tactile Sys Technology Inc Com87357P1001,000$24,9300.01%
215Wheaton Precious Metals CorpWPM576$24,8950.01%
216Union Pacific CorpUNP119$24,4040.01%
217GE Healthcare Technologies Inc ComGEHC296$24,0490.01%
218Select Sector Spdr Trust The Health Care Select Se81369Y209178$23,6260.01%
219Nutrien LtdNTR400$23,6200.01%
220Emerson Electric CoEMR255$23,0490.01%
221ManpowerGroup IncMAN289$22,9470.01%
222Carrier Global CorpCARR450$22,3700.01%
223First Trust Water ETF33733B100250$22,1430.01%
224Kimberly-Clark CorpKMB160$22,0900.01%
225CrowdStrike Holdings IncCRWD150$22,0310.01%
226Vanguard Short-Term Infl-Prot Secs ETF922020805458$21,7180.01%
227Pfizer IncPFE589$21,6050.01%
228Duke Energy CorpDUKB239$21,4480.01%
229iShares S&P 100 ETF464287101100$20,7060.01%
230Salesforce.com IncCRM96$20,2810.01%
231Otis Worldwide CorpOTIS225$20,0270.01%
232ConocoPhillipsCOP190$19,6860.01%
233Spdr Gold Shares ETFGLD110$19,6100.01%
234Vanguard Total International Bond ETF92203J407400$19,5520.01%
235iShares ESG Aware MSCI EM ETF46434G863618$19,5500.01%
236Target CorpTGT147$19,3890.01%
237Vanguard Extended Market ETF922908652126$18,7530.01%
238Guggenheim S&P 500 EqualIVZ125$18,7050.01%
239PPL CorpPPLC706$18,6810.01%
240Kornit Digital LtdKRNT635$18,6500.01%
241Lockheed Martin CorpLMT40$18,4150.01%
242Carter's IncCRI250$18,1500.01%
243Qualcomm IncQCOM150$17,8560.01%
244Amgen IncAMGN80$17,7620.01%
245Vanguard Muni Bnd Tax-Exempt ETF922907746352$17,6950.01%
246VanEck Oil Services ETF92189H60761$17,5870.01%
247Newmont CorpNEMCL405$17,2770.01%
248Edwards Lifesciences CorpEW183$17,2620.01%
249Lululemon Athletica IncLULU45$17,0330.01%
250Roadrunner Transportation Systems Inc76973Q2048,900$16,9100.01%
251Alliant Energy CorpLNT320$16,7940.01%
252Thermo Fisher Scientific IncTMO30$15,6530.01%
253The Trade Desk Inc A88339J105200$15,4440.01%
254Teva Pharmaceutical Industries Ltd ADR8816242092,036$15,3310.01%
255The AZEK Co Inc Class A05478C105500$15,1450.01%
256AstraZeneca PLC ADRAZN210$15,0300.01%
257Schwab US Small-Cap ETF808524607340$14,8920.01%
258The Interpublic Group of Companies IncINTR350$13,5030.01%
259Blackline IncBL250$13,4550.01%
260Simon Property Group Inc828806109110$12,7030.01%
261Teladoc IncTDOC500$12,6600.01%
262iShares Russell 300046428768949$12,4700.01%
263Fisker Inc Ordinary Shares - Class A33813J1062,210$12,4640.01%
264Dimensional Emerging Core Equity Mkt ETF25434V302527$12,3710.01%
265Amdocs LtdDOX125$12,3560.01%
266VanEck Gold Miners ETF92189F106410$12,3450.01%
267Vanguard ESG US Stock ETF921910733152$11,9420.01%
268SSR Mining IncSSRGF840$11,9210.01%
269Barrick Gold Corp067901108700$11,8510.01%
270The Kroger CoKR250$11,7500.01%
271Victorias Secret And Co Common Stock926400102666$11,6080.01%
272Vanguard Mortgage Backed ETF92206C771252$11,5890.01%
273Workday IncWDAY50$11,2950.01%
274Crispr Therapeutics Agnamen AktCRSP200$11,2280.01%
275Delta Air Lines IncDAL229$10,8870.00%
276Garmin LtdGRMN104$10,8210.00%
277Stryker CorpSYK35$10,6780.00%
278Exelon CorpEXC254$10,3480.00%
279Marriott International Inc57190320255$10,1030.00%
280General Mills Inc370334104128$9,8180.00%
281Cincinnati Financial Corp172062101100$9,7320.00%
282Phillips 66PSX96$9,1560.00%
283Citigroup IncC-PR360$9,1190.00%
284Unity Software IncU200$8,6840.00%
285Vanguard Mid-Cap Value ETF92290851262$8,5800.00%
286Activision Blizzard Inc00507V109100$8,4300.00%
287Oshkosh CorpOSK97$8,3800.00%
288CME Group Inc Class ACME45$8,3380.00%
289First Trust Capital Strength ETF33733E104110$8,2590.00%
290ABB Ltd ADRABLZF203$7,9680.00%
291Expedia Group IncEXPE72$7,8760.00%
292VictoryShares US EQ Inc Enh Vol Wtd ETF92647N824136$7,8340.00%
293CONSTELLATION ENERGY ORD WICEG84$7,6900.00%
294Dow IncDOW128$6,8170.00%
295Deutsche Bank AGD18190898625$6,5810.00%
296XOMETRY INC ORDINARY SHARES - CLASS AXMTR300$6,3540.00%
297Public Service Enterprise Group Inc744573106100$6,2610.00%
298Curaleaf Holdings IncCURLF2,000$6,1840.00%
299iShares Russell Mid-Cap Value ETF46428747356$6,1510.00%
300Westinghouse Air Brake Technologies Corp92974010856$6,1420.00%
301Box IncBXCAP200$5,8760.00%
302iShares Core S&P US Growth ETF46428767160$5,8580.00%
303Zimmer Biomet Holdings IncZBH40$5,8240.00%
304Nuveen Municipal ValueNU665$5,7860.00%
305Anheuser-Busch InBev SA/NVBUDFF100$5,6720.00%
306Invesco QQQ Trust ETFIVZ15$5,5410.00%
307iShares Core S&P Total US Stock Mkt ETF46428715056$5,4790.00%
308Booking Holdings IncBKNG2$5,4010.00%
309Vanguard Interm-Term Corp Bd ETF92206C87068$5,3740.00%
310Fifth Third BancorpFITBM200$5,2420.00%
311Carvana Co Class ACVNA200$5,1840.00%
312Marqeta Inc Class AMQ1,060$5,1620.00%
313ZoomInfo Technologies Inc Ordinary Shares - Class AGTM200$5,0780.00%
314Bloom Energy Corp Class ABE300$4,9050.00%
315Cintas CorpCTAS9$4,6290.00%
316Amplify Transformational Data Shrg ETF032108607202$4,5930.00%
317Invitae Corp46185L1034,000$4,5200.00%
318First Trust Managed Municipal ETF33739N10888$4,4600.00%
319Plug Power IncPLUG400$4,1560.00%
320WisdomTree International Hedged Quality Dividend G ETFWT99$3,9770.00%
321Iovance Biotherapeutics IncIOVA500$3,5200.00%
322Aspira Womens Health Inc04537Y2081,000$3,3100.00%
323Cricut Inc Class ACRCT261$3,1840.00%
324CCA Industries Inc1248671028,000$3,1200.00%
325iShares Edge MSCI Min Vol USA ETF46429B69739$2,8990.00%
326iShares MSCI ACWI ETF46428825730$2,8780.00%
327ProShares MSCI EAFE Dividend Growers ETF74347B83974$2,7390.00%
328Stratasys LtdSSYS150$2,6640.00%
329iShares Russell 2000 ETF46428765513$2,4350.00%
330Ishare Edge MSCI Min Vol ETF46429B68936$2,4300.00%
331Coinbase Global IncCOIN30$2,1470.00%
332Matterport Inc Ordinary Shares - Class A577096100600$1,8900.00%
333Invesco DB Commodity Tracking ETFIVZ79$1,7930.00%
334Seiko Epson CorpJ7030F105100$1,5510.00%
335Walgreens Boots Alliance Inc93142710852$1,4810.00%
336Lemonade IncLMND80$1,3480.00%
337Intercept Pharmaceuticals IncINTR100$1,1060.00%
3388x8 Inc282914100250$1,0580.00%
339Marcus CorpMCS69$1,0230.00%
340Nike IncNKE7$7900.00%
341Warner Bros. Discovery Ord Shares AWBD61$7650.00%
342United Airlines Holdings IncUNTCW13$7130.00%
343Brighthouse Financial Inc10922N10315$7100.00%
344Kennedy-Wilson Holdings IncKW37$6040.00%
345Avanos Medical IncAVNS20$5110.00%
346Ameren CorpAEE6$4510.00%
347Peloton Interactive IncPTON47$3610.00%
348iPath Bloomberg Coffee SubTR ETNVXZ25$3570.00%
349Silvergate Capital Corp82837P408500$3500.00%
350Viatris IncVTRS33$3290.00%
351Quantum Corp747906501300$3240.00%
352Global Cord Blood CorpG39342103200$2100.00%
353Canopy Growth CorpCGC470$1820.00%
354AMC Entertainment Holdings Inc00165C10435$1540.00%
355Ekso Bionics Holdings IncEKSO74$1060.00%
356AMC Entertainment Holdings Inc PRF Perpetual USD Ser A 1/10000165C20335$610.00%
357Contra Abiomed Inc Com003CVR01653$540.00%
358Valero Energy CorpVLO0$420.00%