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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

Richard W. Paul & Associates, LLC

Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001964203-25-000002

Total Value
$255.0M
Positions
337
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (337)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287663161,211$14.9M5.84%
2ISHARES TR464287671100,282$12.7M5.00%
3ISHARES TR464287804115,819$12.1M4.75%
4ISHARES TR464287226120,280$11.9M4.67%
5ISHARES TR464287432115,052$10.5M4.11%
6J P MORGAN EXCHANGE TRADED F46641Q159195,818$9.0M3.54%
7ISHARES TR46432F842112,953$8.5M3.35%
8INVESCO EXCHANGE TRADED FD TIVZ44,128$7.6M3.00%
9INVESCO QQQ TRIVZ15,931$7.5M2.93%
10PIMCO ETF TR72201R585208,780$5.5M2.16%
11ISHARES TR46428746564,567$5.3M2.07%
12ISHARES INC46434G10385,646$4.6M1.81%
13APPLE INCAAPL18,026$4.0M1.57%
14ISHARES TR4642872006,726$3.8M1.48%
15MICROSOFT CORPMSFT9,301$3.5M1.37%
16ISHARES TR46434V61373,110$3.4M1.32%
17ISHARES TR46429B67159,108$3.2M1.26%
18ISHARES TR46428827344,383$2.8M1.11%
19ISHARES TR46428723462,798$2.7M1.08%
20ISHARES TR46428750745,398$2.6M1.04%
21NVIDIA CORPORATIONNVDA22,659$2.5M0.96%
22SPDR SER TR78468R66325,833$2.4M0.93%
23ISHARES TR46435G67243,359$2.2M0.85%
24J P MORGAN EXCHANGE TRADED F46641Q33235,808$2.0M0.80%
25ISHARES TR46432F85942,060$2.0M0.80%
26J P MORGAN EXCHANGE TRADED F46654Q20337,396$1.9M0.76%
27META PLATFORMS INCMETA3,347$1.9M0.76%
28ETF SER SOLUTIONS26922A32134,780$1.9M0.74%
29ALIBABA GROUP HLDG LTDBBAAY13,677$1.8M0.71%
30NETFLIX INCNFLX1,893$1.8M0.69%
31AMAZON COM INCAMZN8,974$1.7M0.67%
32JPMORGAN CHASE & CO.VYLD6,786$1.7M0.65%
33ABBVIE INCABBV7,574$1.6M0.62%
34PHILIP MORRIS INTL INC7181721099,937$1.6M0.62%
35COINBASE GLOBAL INCCOIN8,869$1.5M0.60%
36SELECT SECTOR SPDR TR81369Y86036,395$1.5M0.60%
37FIRST TR NAS100 EQ WEIGHTED33734410511,937$1.4M0.57%
38SPDR SER TR78464A85421,102$1.4M0.54%
39PAYPAL HLDGS INCPYPL21,254$1.4M0.54%
40COSTCO WHSL CORP NEW22160K1051,420$1.3M0.53%
41VERIZON COMMUNICATIONS INCVZ28,914$1.3M0.51%
42SELECT SECTOR SPDR TR81369Y2098,778$1.3M0.50%
43BROADCOM INCAVGO7,417$1.2M0.49%
44PIMCO ETF TR72201R77513,370$1.2M0.48%
45ZOETIS INCZTS7,491$1.2M0.48%
46ALPHABET INCGOOG7,732$1.2M0.47%
47AT&T INCT-PC41,953$1.2M0.47%
48HOME DEPOT INCHD3,186$1.2M0.46%
49UNITEDHEALTH GROUP INCUNH2,211$1.2M0.45%
50ROKU INCROKU16,182$1.1M0.45%
51ISHARES TR46428851313,920$1.1M0.43%
52CVS HEALTH CORPCVS16,092$1.1M0.43%
53ULTA BEAUTY INCULTA2,966$1.1M0.43%
54ORACLE CORPORCL-PD7,771$1.1M0.43%
55ALTRIA GROUP INCMO17,905$1.1M0.42%
56ISHARES TR4642876555,375$1.1M0.42%
57JOHNSON & JOHNSONJNJ6,195$1.0M0.40%
58CHIPOTLE MEXICAN GRILL INCCMG20,162$1.0M0.40%
59FIRST TR EXCHANGE TRADED FD33734X84615,964$1.0M0.39%
60CISCO SYS INCCSCO16,249$1.0M0.39%
61SELECT SECTOR SPDR TR81369Y8034,748$980,4540.38%
62MASTERCARD INCORPORATEDMA1,785$978,5800.38%
63JANUS DETROIT STR TR47103U84519,263$976,8140.38%
64STARBUCKS CORPSBUX9,925$973,5400.38%
65ELI LILLY & COLLY1,164$961,2780.38%
66LULULEMON ATHLETICA INCLULU3,288$930,7010.37%
67SELECT SECTOR SPDR TR81369Y30811,264$919,9670.36%
68PROCTER AND GAMBLE CO7427181095,312$905,2510.36%
69MICRON TECHNOLOGY INCMU10,283$893,5000.35%
70FIDELITY ETHEREUM FD31613E10348,293$881,3470.35%
71WALMART INCWMT10,019$879,5270.34%
72ADVANCED MICRO DEVICES INCAMD8,387$861,6290.34%
73ISHARES TR4642875566,729$860,5910.34%
74INTUITINTU1,391$853,7840.33%
75FIRST SOLAR INCFSLR6,745$852,7700.33%
76DANAHER CORPORATION2358511024,110$842,5420.33%
77VANGUARD TAX-MANAGED FDS92194385816,129$819,8600.32%
78PFIZER INCPFE32,354$819,8400.32%
79INVESCO EXCH TRADED FD TR IIIVZ4,211$812,8580.32%
80COCA COLA COKO11,321$810,7770.32%
81QUALCOMM INCQCOM5,258$807,6630.32%
82SEAGATE TECHNOLOGY HLDNGS PLSE9,345$793,8530.31%
83UNITED PARCEL SERVICE INCUPS6,985$768,3080.30%
84MERCK & CO INCMRK8,540$766,5220.30%
85ISHARES INC46434G76413,895$765,4610.30%
86ALPHABET INCGOOG4,870$753,0440.30%
87VANGUARD SPECIALIZED FUNDS9219088443,818$740,6610.29%
88SPDR INDEX SHS FDS78463X88920,233$736,6840.29%
89S&P GLOBAL INCSPGI1,415$718,7160.28%
903M COMMM4,818$707,5260.28%
91INTUITIVE SURGICAL INCISRG1,424$705,2640.28%
92VANGUARD INDEX FDS9229087444,079$704,5980.28%
93BRISTOL-MYERS SQUIBB COCELG-RI11,444$697,9930.27%
94PEPSICO INCPEP4,570$685,2250.27%
95VANGUARD INDEX FDS9229087361,847$684,9100.27%
96SHERWIN WILLIAMS COSHW1,855$647,6520.25%
97SSGA ACTIVE TR78470P40812,737$646,6320.25%
98VERTIV HOLDINGS COVRT8,725$629,9790.25%
99BANK AMERICA CORP06050510414,435$602,3570.24%
100SPDR INDEX SHS FDS78463X50915,079$593,6410.23%
101ASML HOLDING N VASMLF885$586,4280.23%
102SPDR S&P 500 ETF TRSPY1,045$584,2830.23%
103ISHARES TR4642886795,131$566,7150.22%
104PRUDENTIAL FINL INCPUKPF5,047$563,6390.22%
105SELECT SECTOR SPDR TR81369Y4072,823$557,3600.22%
106NEXTERA ENERGY INCNEE-PW7,730$548,0110.21%
107VISA INCV1,555$545,0710.21%
108TEXAS INSTRS INC8825081043,007$540,4100.21%
109AMERICAN TOWER CORP NEW03027X1002,453$533,6700.21%
110BANK NEW YORK MELLON CORP0640581006,183$518,5430.20%
111MCKESSON CORPMCK765$515,0370.20%
112LOCKHEED MARTIN CORPLMT1,140$509,2940.20%
113SPDR SER TR78468R6225,297$504,7850.20%
114VANGUARD WHITEHALL FDS9219467946,571$484,2130.19%
115SELECT SECTOR SPDR TR81369Y8524,912$473,7600.19%
116DOMINION ENERGY INCD8,424$472,3110.19%
117SELECT SECTOR SPDR TR81369Y7043,592$470,8670.18%
118PROLOGIS INC.PLDGP4,151$464,0150.18%
119WELLS FARGO CO NEW9497461016,382$458,1680.18%
120DOMINOS PIZZA INCDPZ962$442,1410.17%
121AMERICAN EXPRESS COAXP1,631$438,9050.17%
122SELECT SECTOR SPDR TR81369Y6058,799$438,2610.17%
123BOSTON SCIENTIFIC CORPBSX4,281$431,8670.17%
124T-MOBILE US INCTMUSZ1,564$417,0740.16%
125INTEL CORPINTC18,287$415,2880.16%
126INTERACTIVE BROKERS GROUP IN45841N1072,402$397,7820.16%
127PARKER-HANNIFIN CORPPH632$384,2510.15%
128KROGER COKR5,404$365,8270.14%
129PULTE GROUP INC7458671013,485$358,2710.14%
130DELL TECHNOLOGIES INCDELL3,882$353,8110.14%
131SPDR SER TR78464A5086,743$344,3650.14%
132ROYAL CARIBBEAN GROUPV7780T1031,674$343,9170.13%
133UBER TECHNOLOGIES INCUBER4,693$341,9320.13%
134RESTAURANT BRANDS INTL INC76131D1035,075$338,1670.13%
135TJX COS INC NEW8725401092,753$335,3670.13%
136ABACUS GLOBAL MGMT INC00258Y10444,564$333,7840.13%
137SALESFORCE INCCRM1,241$333,0830.13%
138DIAMONDBACK ENERGY INCFANG1,998$319,5090.13%
139L3HARRIS TECHNOLOGIES INCLHX1,524$319,0380.13%
140SPDR SER TR78468R8537,672$312,6900.12%
141SPDR SER TR78464A64912,105$309,1620.12%
142KIMBERLY-CLARK CORPKMB2,129$302,8370.12%
143PPL CORPPPLC8,288$299,2800.12%
144IRON MTN INC DEL46284V1013,442$296,1630.12%
145KEURIG DR PEPPER INCKDP8,596$294,1550.12%
146EXXON MOBIL CORPXOM2,452$291,6730.11%
147DELTA AIR LINES INC DELDAL6,688$291,6030.11%
148REINSURANCE GRP OF AMERICA I7593516041,469$289,2700.11%
149SYSCO CORPSYY3,768$282,7610.11%
150SERVICENOW INCNOW348$277,0570.11%
151ADOBE INCADBE686$263,1020.10%
152WORKDAY INCWDAY1,087$253,8470.10%
153VANGUARD INTL EQUITY INDEX F9220428585,450$246,6730.10%
154CENTERPOINT ENERGY INCCNP6,752$244,6230.10%
155GRAPHIC PACKAGING HLDG COGPK8,949$232,3160.09%
156J P MORGAN EXCHANGE TRADED F46641Q8374,545$230,0880.09%
157LINDE PLCLIN487$226,8900.09%
158LAM RESEARCH CORPLRCX3,111$226,1700.09%
159PIMCO ETF TR72201R8332,229$224,2820.09%
160EA SERIES TRUST02072L5651,949$217,2940.09%
161IQVIA HLDGS INCIQV1,210$213,3230.08%
162DISNEY WALT CO2546871062,159$213,1140.08%
163GRAYSCALE ETHEREUM TRUST ETF38963810713,447$204,6630.08%
164VANGUARD CHARLOTTE FDS92203J4074,172$203,6770.08%
165VANGUARD INDEX FDS922908751854$189,4330.07%
166VANGUARD BD INDEX FDS9219378272,365$185,1320.07%
167SPDR SER TR78468R4406,252$173,2430.07%
168GAMING & LEISURE PPTYS INC36467J1083,320$168,9760.07%
169FIRST TR EXCHANGE-TRADED FD33733E1041,799$161,2620.06%
170FIRST TR EXCHNG TRADED FD VI33740F7555,305$157,5050.06%
171SPDR SER TR78464A8052,210$150,3020.06%
172SPDR SER TR78464A8472,928$149,8550.06%
173SPDR SER TR78464A3675,932$133,8850.05%
174FIRST TR EXCHANGE TRADED FD33738R1181,806$132,9400.05%
175SPDR INDEX SHS FDS78463X8714,080$130,3970.05%
176SPDR GOLD TRGLD438$126,0610.05%
177SSGA ACTIVE TR78470P5074,792$124,0170.05%
178SPDR INDEX SHS FDS78463X1032,547$112,0930.04%
179SCHLUMBERGER LTDSLB2,632$110,0180.04%
180VANGUARD SCOTTSDALE FDS92206C7712,334$108,0880.04%
181SPDR SER TR78464A6643,948$107,6220.04%
182SPDR SER TR78464A102551$105,6870.04%
183SPDR SER TR78464A3752,999$99,6870.04%
184SPDR SER TR78468R4083,955$99,5040.04%
185VANGUARD BD INDEX FDS9219378191,266$96,9380.04%
186VANGUARD BD INDEX FDS9219377931,310$92,2500.04%
187SSGA ACTIVE ETF TR78467V6081,905$78,3350.03%
188SPDR SER TR78464A409958$76,9940.03%
189SPDR SER TR78468R5153,180$76,8330.03%
190SPDR SER TR78464A3913,015$60,5010.02%
191FIDELITY WISE ORIGIN BITCOINFBTC824$59,3030.02%
192FIRST TR EXCHNG TRADED FD VI33740F8051,275$55,8960.02%
193CLOUDFLARE INCNET456$51,3870.02%
194GRAYSCALE ETHEREUM MINI TR E38964R2032,651$45,6500.02%
195SPDR SER TR78464A6721,535$43,8700.02%
196VANGUARD INDEX FDS922908553480$43,4590.02%
197SCHWAB STRATEGIC TR8085248541,720$42,7590.02%
198SSGA ACTIVE ETF TR78467V8481,050$42,3050.02%
199SPDR SER TR78464A4741,380$41,5380.02%
200ISHARES ETHEREUM TR46438R1052,983$41,2250.02%
201VANGUARD WHITEHALL FDS921946406244$31,4660.01%
202ISHARES TR464289438138$29,1100.01%
203TOTALENERGIES SETTE432$27,9460.01%
204SANOFISNYNF482$26,7320.01%
205SPDR SER TR78464A631166$26,6750.01%
206ENBRIDGE INCENNPF591$26,1870.01%
207CHEVRON CORP NEWCVX150$25,0940.01%
208NATIONAL GRID PLCNMPWP382$25,0630.01%
209GILEAD SCIENCES INCGILD214$23,9790.01%
210ISHARES TR464287481203$23,8500.01%
211ISHARES TR464287598122$22,9560.01%
212XCEL ENERGY INCXELLL311$22,0160.01%
213AMGEN INCAMGN67$20,8740.01%
214SPDR SER TR78464A870250$20,2750.01%
215US BANCORP DELUSB-PS455$19,2100.01%
216VANECK ETF TRUST92189F437649$18,7300.01%
217SPDR SER TR78464A86292$18,4710.01%
218DUKE ENERGY CORP NEWDUKB148$18,0520.01%
219GLOBAL X FDS37954Y673456$17,2050.01%
220PNC FINL SVCS GROUP INC69347510597$17,0500.01%
221REALTY INCOME CORPO284$16,4750.01%
222AMERICAN ELEC PWR CO INC025537101148$16,1720.01%
223TC ENERGY CORPTRPRF329$15,5320.01%
224TRUIST FINL CORP89832Q109374$15,3900.01%
225LYONDELLBASELL INDUSTRIES NLYB217$15,2770.01%
226TWILIO INCTWLO153$14,9800.01%
227ACCENTURE PLC IRELANDACN46$14,3540.01%
228HUNTINGTON BANCSHARES INCHBANP946$14,1990.01%
229SCHWAB STRATEGIC TR808524870514$13,8210.01%
230BANK MONTREAL QUE063671101143$13,6580.01%
231INVESCO EXCH TRADED FD TR IIIVZ712$12,8590.01%
232KENVUE INCKVUE534$12,8050.01%
233SOUTHERN COSOMN135$12,4130.00%
234ALEXANDRIA REAL ESTATE EQ IN015271109130$12,0260.00%
235ENTERGY CORP NEWENO129$11,0280.00%
236INVESCO EXCHANGE TRADED FD TIVZ103$10,2880.00%
237DIAGEO PLCDGEAF98$10,2690.00%
238AIM ETF PRODUCTS TRUST00888H877299$9,4420.00%
239SUPER MICRO COMPUTER INCSMCI270$9,2450.00%
240ETF SER SOLUTIONS26922A388328$8,9450.00%
241WEC ENERGY GROUP INCWEC81$8,8270.00%
242PAYCHEX INCPAYX55$8,4850.00%
243ISHARES TR46435U135173$8,1280.00%
244ISHARES TR46428886970$7,7640.00%
245AMCOR PLCAMCCF756$7,3330.00%
246APPLIED MATLS INC03822210550$7,2560.00%
247ARK ETF TR00214Q708218$7,2510.00%
248MORGAN STANLEYMS-PQ62$7,2340.00%
249FIRSTENERGY CORPFE176$7,1140.00%
250WILLIAMS COS INC969457100119$7,1110.00%
251FISERV INCFISV32$7,0670.00%
252AIM ETF PRODUCTS TRUST00888H794224$6,7090.00%
253FIRST TR EXCHANGE TRADED FD33737K20573$6,1950.00%
254AIM ETF PRODUCTS TRUST00888H802186$6,1770.00%
255CANADIAN IMPERIAL BK COMMCNDIF109$6,1370.00%
256GLOBAL X FDS37954Y236362$5,8860.00%
257OREILLY AUTOMOTIVE INC67103H1074$5,7300.00%
258FIRST TR EXCHANGE-TRADED FD33733B10055$5,5390.00%
259AIM ETF PRODUCTS TRUST00888H505153$5,3730.00%
260SIMPLIFY EXCHANGE TRADED FUN82889N657244$5,3640.00%
261FIRST TR EXCHANGE-TRADED FD33733E500160$4,5790.00%
262HOWMET AEROSPACE INCHWM35$4,5410.00%
263CROWDSTRIKE HLDGS INCCRWD12$4,2310.00%
264GENERAL MTRS CO37045V10088$4,1390.00%
265TAPESTRY INCTPR54$3,8020.00%
266COMCAST CORP NEWCCZ101$3,7270.00%
267AMPLIFY ETF TR03210810261$3,6690.00%
268FIRST TR EXCHNG TRADED FD VI33740U67999$3,2780.00%
269JOHNSON CTLS INTL PLCG5150210540$3,2040.00%
270VANGUARD INDEX FDS9229083636$3,1540.00%
271CDW CORPCDW19$3,0450.00%
272ALIGN TECHNOLOGY INCALGN19$3,0180.00%
273THERMO FISHER SCIENTIFIC INCTMO6$2,9860.00%
274GENUINE PARTS COGPC23$2,7400.00%
275CLEAN HARBORS INCCLH13$2,5620.00%
276ISHARES GOLD TRIAU82$2,5560.00%
277REGENERON PHARMACEUTICALSREGN4$2,5370.00%
278ELEVATION SERIES TRUST210322509100$2,4870.00%
279GLOBAL X FDS37954Y77278$2,4410.00%
280AUTOLIV INCALV27$2,3880.00%
281FIRST TR EXCHANGE TRADED FD33737A10821$2,3760.00%
282ARK ETF TR00214Q302114$2,3670.00%
283ZEBRA TECHNOLOGIES CORPORATIZBRA8$2,2600.00%
284MAGNITE INCMGNI197$2,2480.00%
285DIGITAL RLTY TR INC25386810315$2,1490.00%
286GLOBAL X FDS37954Y285227$2,1450.00%
287STAG INDL INC85254J10258$2,0950.00%
288FIRST TR EXCHANGE-TRADED FD33736G106132$1,9810.00%
289CATERPILLAR INCCAT6$1,9790.00%
290INVESCO ACTVELY MNGD ETC FDIVZ143$1,9490.00%
291MARRIOTT INTL INC NEW5719032028$1,9060.00%
292AMPLIFY ETF TR03210860751$1,8810.00%
293PORTLAND GEN ELEC CO73650884741$1,8290.00%
294TESLA INCTSLA7$1,8140.00%
295GLOBAL X FDS37954Y85545$1,7460.00%
296MSCI INCMSCI3$1,6970.00%
297ELEVATION SERIES TRUST21032240067$1,6700.00%
298LISTED FD TR53656F72244$1,6430.00%
299SIMPLIFY EXCHANGE TRADED FUN82889N798122$1,6160.00%
300AIM ETF PRODUCTS TRUST00888H57063$1,6070.00%
301LISTED FD TR53656F67245$1,6000.00%
302SCHWAB STRATEGIC TR80852420172$1,5950.00%
303BEST BUY INCBBY21$1,5460.00%
304AIM ETF PRODUCTS TRUST00888H86950$1,4970.00%
305MARATHON PETE CORPMARA10$1,4570.00%
306AMPLIFY ETF TR03210865627$1,4370.00%
307NORFOLK SOUTHN CORP6558441086$1,4210.00%
308NOVO-NORDISK A SNONOF20$1,3890.00%
309PALO ALTO NETWORKS INCPANW8$1,3650.00%
310ISHARES TR46435G10216$1,3380.00%
311CHURCH & DWIGHT CO INCCHD12$1,3210.00%
312PIMCO ETF TR72201R78314$1,3110.00%
313WEATHERFORD INTL PLCG4883311824$1,2850.00%
314AMPLIFY ETF TR03210861519$1,2590.00%
315SPDR SER TR78468R86165$1,2470.00%
316PROSHARES TR74348A14522$1,1490.00%
317ISHARES TR46435U85331$1,1410.00%
318DBX ETF TR23305143231$1,1210.00%
319ISHARES TR4642871769$1,0000.00%
320LINCOLN ELEC HLDGS INC5339001065$9460.00%
321SPDR SER TR78468R20030$9250.00%
322LISTED FD TR53656F68021$8180.00%
323MONDELEZ INTL INC60920710512$8140.00%
324LISTED FD TR53656F74826$7920.00%
325ALBEMARLE CORPALB-PA11$7920.00%
326LISTED FD TR53656F76324$7860.00%
327LISTED FD TR53656F73024$7780.00%
328LISTED FD TR53656F69820$7690.00%
329LISTED FD TR53656F66419$7460.00%
330ISHARES TR4642871506$7320.00%
331RINGCENTRAL INCRNG23$5690.00%
332SOLVENTUM CORPSOLV5$3800.00%
333BAKER HUGHES COMPANYBKR8$3520.00%
334WARNER BROS DISCOVERY INCWBD4$430.00%
335BAYTEX ENERGY CORPBTE7$160.00%
336PIMCO ETF TR72201R5770$60.00%
337VANECK ETF TRUST92189H8390$10.00%