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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

Eagle Bluffs Wealth Management LLC

Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001951757-25-000880

Total Value
$210.2M
Positions
74
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (74)

#IssuerTicker / CUSIPSharesValue% of Filing
1BLACKROCK TAX MUNICPAL BD TRBLK1,899,894$30.6M14.56%
2ISHARES INC46434G764189,838$12.0M5.70%
3NUVEEN TAXABLE MUNICPAL INMNU746,786$11.9M5.65%
4ISHARES TR464288448321,069$11.1M5.27%
5NVIDIA CORPORATIONNVDA63,479$10.0M4.77%
6NUVEEN QUALITY MUNCP INCOMENU639,085$7.3M3.46%
7J P MORGAN EXCHANGE TRADED F46654Q203107,473$5.8M2.78%
8NETFLIX INCNFLX4,139$5.5M2.64%
9VERTIV HOLDINGS COVRT43,104$5.5M2.63%
10J P MORGAN EXCHANGE TRADED F46641Q33289,416$5.1M2.42%
11NUVEEN AMT FREE QLTY MUN INCNU451,839$5.0M2.36%
12MICROSOFT CORPMSFT9,126$4.5M2.16%
13KLA CORPKLAC4,996$4.5M2.13%
14BROADCOM INCAVGO15,733$4.3M2.06%
15INVESCO EXCH TRADED FD TR IIIVZ86,617$3.9M1.88%
16WALMART INCWMT38,895$3.8M1.81%
17SPDR INDEX SHS FDS78463X87199,895$3.7M1.77%
18TORTOISE ENERGY INFRA CORPTYG84,293$3.7M1.76%
19SCHWAB CHARLES CORPSCHW-PJ39,976$3.6M1.74%
20ALPHABET INCGOOG20,343$3.6M1.71%
21JPMORGAN CHASE & CO.VYLD12,058$3.5M1.66%
22MARVELL TECHNOLOGY INCMRVL41,705$3.2M1.54%
23META PLATFORMS INCMETA4,087$3.0M1.44%
24TESLA INCTSLA9,066$2.9M1.37%
25ITT INCITT18,360$2.9M1.37%
26J P MORGAN EXCHANGE TRADED F46641Q83756,708$2.9M1.37%
27CAPITAL ONE FINL CORP14040H10513,309$2.8M1.35%
28TORTOISE SUSTAINABLE & SOCIA27901F109219,302$2.7M1.28%
29CISCO SYS INCCSCO36,676$2.5M1.21%
30DISNEY WALT CO25468710617,017$2.1M1.01%
313M COMMM13,622$2.1M0.99%
32ABBOTT LABSABLZF14,352$2.0M0.93%
33AMAZON COM INCAMZN8,874$1.9M0.93%
34VANGUARD TAX-MANAGED FDS92194385832,351$1.8M0.88%
35THERMO FISHER SCIENTIFIC INCTMO4,045$1.6M0.78%
36TRUIST FINL CORP89832Q10933,701$1.4M0.69%
37APPLE INCAAPL6,914$1.4M0.67%
38SIMMONS 1ST NATL CORP82873020067,846$1.3M0.62%
39ECOLAB INCECL4,632$1.3M0.60%
40INVESCO EXCH TRADED FD TR IIIVZ44,611$1.2M0.56%
41ISHARES TR4642871508,609$1.2M0.55%
42SPDR S&P 500 ETF TRSPY1,699$1.1M0.50%
43ENERGIZER HLDGS INC NEWENR51,130$1.0M0.49%
44CATERPILLAR INCCAT2,652$1.0M0.49%
45RIO TINTO PLCRTNTF16,536$964,5450.46%
46ALBEMARLE CORPALB-PA14,101$889,3700.42%
47CHEVRON CORP NEWCVX6,186$885,7730.42%
48SHERWIN WILLIAMS COSHW2,522$865,9540.41%
49VANGUARD INDEX FDS9229087513,502$832,6630.40%
50J P MORGAN EXCHANGE TRADED F46641Q65416,037$816,6040.39%
51ISHARES U S ETF TR46431W50715,108$772,0190.37%
52UNITED PARCEL SERVICE INCUPS7,251$731,9160.35%
53HOME DEPOT INCHD1,885$691,1160.33%
54MARATHON PETE CORPMARA4,105$681,8820.32%
55EXXON MOBIL CORPXOM6,182$666,4200.32%
56CUMMINS INCCMI1,476$483,3900.23%
57TJX COS INC NEW8725401093,832$473,2140.23%
58CHUBB LIMITEDCB1,616$469,7550.22%
59CONSTELLATION ENERGY CORPCEG1,453$468,9700.22%
60INTERNATIONAL BUSINESS MACHSINTR1,580$465,7520.22%
61ABBVIE INCABBV2,504$464,7920.22%
62ISHARES INC46428631915,709$450,0630.21%
63BOEING COBA-PA2,025$424,2980.20%
64JOHNSON & JOHNSONJNJ2,518$384,7010.18%
65MCDONALDS CORPMCD1,303$380,7350.18%
66MICROCHIP TECHNOLOGY INC.MCHPP5,238$368,5980.18%
67HAWTHORN BANCSHARES INCHWBK11,654$341,9280.16%
68GOLDMAN SACHS GROUP INCGSCE448$317,0720.15%
69VANGUARD INDEX FDS9229085533,438$306,1880.15%
70RTX CORPORATIONRTX2,061$300,9470.14%
71KAYNE ANDERSON ENERGY INFRST48660610622,378$284,6480.14%
72COCA COLA COKO3,056$217,7560.10%
73PROCTER AND GAMBLE CO7427181091,260$200,8050.10%
74INVESCO EXCH TRADED FD TR IIIVZ10,485$141,1700.07%