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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

Drake & Associates, LLC

Quarter ended Q2 2023 · Filed April 10, 2023 · Accession 0001935795-23-000001

Total Value
$205,140
Positions
73
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (73)

#IssuerTicker / CUSIPSharesValue% of Filing
1PIMCO ETF TR72201R833193,393$19.2M9.36%
2ISHARES TR464287663219,069$16.2M7.88%
3FIRST TR EXCHNG TRADED FD VI33740F805344,689$15.5M7.57%
4FIRST TR LRGE CP CORE ALPHA33734K109180,569$14.5M7.09%
5VANGUARD WORLD FD92191081666,705$13.6M6.65%
6ISHARES TR46428750752,563$13.1M6.41%
7JANUS DETROIT STR TR47103U845261,203$12.9M6.30%
8ISHARES TR464288257138,346$12.6M6.15%
9SSGA ACTIVE ETF TR78467V608269,905$11.2M5.45%
10ISHARES TR46428717695,653$10.5M5.14%
11ISHARES TR464287572148,117$10.4M5.06%
12AMERICAN CENTY ETF TR02507287792,795$6.9M3.35%
13FIRST TR EXCHNG TRADED FD VI33740F755282,892$6.6M3.24%
14SPDR GOLD TRGLD34,236$6.3M3.06%
15INVESCO QQQ TRIVZ17,960$5.8M2.81%
16DBX ETF TR233051101188,046$4.2M2.04%
17APPLE INCAAPL13,501$2.2M1.09%
18ABBVIE INCABBV7,472$1.2M0.58%
19ISHARES TR46429B74711,154$1.1M0.54%
20NVIDIA CORPORATIONNVDA3,270$908,3100.44%
21AMAZON COM INCAMZN7,639$789,0320.38%
22MICROSOFT CORPMSFT2,692$775,9990.38%
23GENERAL ELECTRIC CO3696043017,328$700,5570.34%
24ABBOTT LABSABLZF6,853$693,9350.34%
25JPMORGAN CHASE & COVYLD5,194$676,8850.33%
26DEERE & CODE1,557$643,0280.31%
27JOHNSON & JOHNSONJNJ3,980$616,9220.30%
28LILLY ELI & COLLY1,780$611,3730.30%
29ROCKWELL AUTOMATION INCROK2,065$605,8390.30%
30WEC ENERGY GROUP INCWEC6,092$577,4220.28%
31ISHARES TR4642872001,258$517,1390.25%
32ALPHABET INCGOOG4,444$460,9760.22%
33VANGUARD INDEX FDS9229083631,208$454,2930.22%
34TRACTOR SUPPLY COTSCO1,758$413,2000.20%
35VISA INCV1,786$402,6880.20%
36UNITED PARCEL SERVICE INCUPS2,004$388,7560.19%
37MARSH & MCLENNAN COS INC5717481022,308$384,3970.19%
38CDW CORPCDW1,972$384,3230.19%
39AFLAC INCAFL5,889$379,9580.19%
40VANGUARD INDEX FDS9229087442,666$368,2010.18%
41KROGER COKR7,388$364,7460.18%
42SNAP ON INCSNA1,475$364,1630.18%
43ARTISAN PARTNERS ASSET MGMT04316A10811,382$363,9960.18%
44AMERICAN ELEC PWR CO INC0255371013,981$362,2310.18%
45DUKE ENERGY CORP NEWDUKB3,752$361,9550.18%
46QUEST DIAGNOSTICS INCDGX2,540$359,3590.18%
47GRAINGER W W INC384802104518$356,8040.17%
48BECTON DICKINSON & COBDX1,428$353,4870.17%
49EXLSERVICE HOLDINGS INCEXLS2,157$349,0670.17%
50LOCKHEED MARTIN CORPLMT735$347,5210.17%
51ALLIANT ENERGY CORPLNT6,136$327,6620.16%
52FISERV INCFISV2,894$327,1560.16%
53PEPSICO INCPEP1,785$325,4360.16%
54INSTEEL INDS INC45774W10811,487$319,5680.16%
55META PLATFORMS INCMETA1,486$314,9430.15%
56ALPHABET INCGOOG3,008$312,8320.15%
57COCA COLA COKO4,654$288,6640.14%
58WASTE MGMT INC DEL94106L1091,707$278,5930.14%
59VANGUARD INDEX FDS9229087511,435$271,9530.13%
60GENERAL MLS INC3703341043,145$268,7500.13%
61MASTERCARD INCORPORATEDMA724$263,1350.13%
62SOUTHERN COSOMN3,565$248,0770.12%
63SCHLUMBERGER LTDSLB4,992$245,0840.12%
64KEURIG DR PEPPER INCKDP6,839$241,2790.12%
65DOLLAR GEN CORP NEW2566771051,142$240,3450.12%
66VANGUARD INDEX FDS922908736894$222,9990.11%
67DISNEY WALT CO2546871062,128$213,0770.10%
68EXXON MOBIL CORPXOM1,916$210,1090.10%
69VANGUARD INDEX FDS9229087691,029$210,0190.10%
70BERKSHIRE HATHAWAY INC DELBRK-A674$208,1110.10%
71CVS HEALTH CORPCVS2,724$202,4230.10%
72CARNIVAL CORPCUKPF11,102$112,6850.05%
73MULLEN AUTOMOTIVE INC62526P109100,000$13,1300.01%