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

Pandora Wealth, Inc.

Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001965796-25-000002

Total Value
$152.0M
Positions
266
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (266)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL66,666$14.8M9.74%
2APTUS COLLARED INVESTMENT OPPORTUNITY ETF26922A222331,173$12.8M8.43%
3ISHARES CORE S&P 500 ETF46428720021,131$11.9M7.81%
4META PLATFORMS INC CL AMETA17,986$10.4M6.82%
5APTUS DEFINED RISK ETF26922A388275,686$7.5M4.95%
6AMAZON COM INC COMAMZN34,605$6.6M4.33%
7ISHARES S&P 500 VALUE ETF46428740832,334$6.2M4.05%
8VANGUARD GROWTH ETF92290873614,103$5.2M3.44%
9ISHARES CORE U.S. AGGREGATE BOND ETF46428722651,871$5.1M3.38%
10ISHARES MSCI EAFE ETF46428746544,036$3.6M2.37%
11TG THERAPEUTICS INC COMTGTX83,700$3.3M2.17%
12APTUS ENHANCED YIELD ETF26922B642143,762$3.3M2.16%
13MICROSOFT CORP COMMSFT7,457$2.8M1.84%
14NVIDIA CORPORATION COMNVDA24,440$2.6M1.74%
15OPUS SMALL CAP VALUE ETF26922A44675,364$2.6M1.73%
16GILEAD SCIENCES INC COMGILD23,000$2.6M1.70%
17SPDR S&P 500 ETF TRUSTSPY4,118$2.3M1.52%
18VANGUARD MID-CAP ETF9229086297,282$1.9M1.24%
19VISA INC COM CL AV5,314$1.9M1.23%
20INVESCO QQQ TRUST SERIES IIVZ3,452$1.6M1.06%
21FREEDOM 100 EMERGING MARKETS ETF02072L60744,894$1.6M1.04%
22INVESCO S&P 500 EQUAL WEIGHT ETFIVZ9,083$1.6M1.04%
23SPDR GOLD SHARESGLD4,500$1.3M0.85%
24JPMORGAN CHASE & CO. COMVYLD5,187$1.3M0.84%
25ABBVIE INC COMABBV5,916$1.2M0.82%
26BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,296$1.2M0.80%
27BRISTOL-MYERS SQUIBB CO COMCELG-RI19,900$1.2M0.80%
28ISHARES CORE MSCI EMERGING MARKETS ETF46434G10320,449$1.1M0.73%
29SEMPRA COMSREA15,132$1.1M0.71%
30WALMART INC COMWMT12,276$1.1M0.71%
31NETFLIX INC COMNFLX1,029$959,5730.63%
32ISHARES RUSSELL 1000 GROWTH ETF4642876142,515$908,1410.60%
33ALPHABET INC CAP STK CL CGOOG5,356$836,7680.55%
34PULSE BIOSCIENCES INC COMPLSE51,452$827,8630.54%
35UNITEDHEALTH GROUP INC COMUNH1,539$806,0510.53%
36BROADRIDGE FINL SOLUTIONS INC COM11133T1033,175$769,8110.51%
37DEERE & CO COMDE1,620$760,3470.50%
38RELX PLC SPONSORED ADRRLXXF15,015$756,9060.50%
39PROGRESSIVE CORP COM7433151032,656$751,6750.49%
40ABBOTT LABS COMABLZF5,605$743,5030.49%
41ALPHABET INC CAP STK CL AGOOG4,666$721,5500.47%
42COPART INC COMCPRT12,636$715,0710.47%
43ROPER TECHNOLOGIES INC COMROP1,104$650,8960.43%
44American Tower Corp03027X1002,783$605,5810.40%
45ISHARES CORE S&P MID-CAP ETF46428750710,378$605,5560.40%
46CHEMED CORP NEW COMCHE943$580,2470.38%
47MASTERCARD INCORPORATED CL AMA1,018$557,9860.37%
48ISHARES RUSSELL 1000 VALUE ETF4642875982,831$532,6810.35%
49QUANTA SVCS INC COM74762E1022,065$524,8820.35%
50DIAMONDBACK ENERGY INC COMFANG3,254$520,2500.34%
51SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4096,430$516,7790.34%
52ISHARES BITCOIN TRUST ETFIBIT10,960$513,0380.34%
53CHEVRON CORP NEW COMCVX3,065$512,7440.34%
54ISHARES RUSSELL 2000 ETF4642876551,842$367,4610.24%
55SNOWFLAKE INC CL ASNOW2,500$365,4000.24%
56ISHARES MSCI EMERGING MARKETS ETF4642872348,351$364,9390.24%
57PFIZER INC COMPFE13,674$346,4990.23%
58SPDR S&P MIDCAP 400 ETF TRUSTMDY613$327,0230.22%
59BROADCOM INC COMAVGO1,930$323,1400.21%
60ORACLE CORP COMORCL-PD2,124$296,9560.20%
61PALANTIR TECHNOLOGIES INC CL APLTR3,470$292,8680.19%
62ALERIAN MLP ETF00162Q4525,500$285,6700.19%
63ISHARES NATIONAL MUNI BOND ETF4642884142,500$263,6000.17%
64TESLA INC COMTSLA1,000$259,1600.17%
65BOOKING HOLDINGS INC COMBKNG56$257,9870.17%
66ADOBE INC COMADBE628$240,8570.16%
67ISHARES CORE S&P SMALL CAP ETF4642878042,300$240,5110.16%
68SCHWAB U.S. LARGE-CAP ETF80852420110,872$240,0540.16%
69FIRST TRUST MANAGED MUNICIPAL ETF33739N1084,579$230,8830.15%
70ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881582,150$227,0400.15%
71SCHWAB INTERNATIONAL EQUITY ETF80852480511,400$225,4920.15%
72VANGUARD VALUE ETF9229087441,285$221,9710.15%
73ROCKET LAB USA INC COMRKLB12,100$216,3480.14%
74ISHARES CORE DIVIDEND GROWTH ETF46434V6213,400$210,0520.14%
75UNITED PARCEL SERVICE INC CL BUPS1,898$208,7610.14%
76NISOURCE INC COMNI5,000$200,4500.13%
77PAYPAL HLDGS INC COMPYPL3,040$198,3600.13%
78SALESFORCE INC COMCRM735$197,2450.13%
79UBER TECHNOLOGIES INC COMUBER2,704$197,0130.13%
80IQVIA HLDGS INC COMIQV1,098$193,5770.13%
81COSTCO WHSL CORP NEW COM22160K105200$189,1560.12%
82VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,555$180,7010.12%
83CENCORA INC COMCOR620$172,4160.11%
84AT&T INC COMT-PC6,000$169,6800.11%
85VANGUARD FTSE EMERGING MARKETS ETF9220428583,696$167,2810.11%
86TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100994$165,0040.11%
87GRAYSCALE BITCOIN TRUST ETFGBTC2,450$159,6670.11%
88ISHARES SILVER TRUSTSLV5,000$154,9500.10%
89GENERAL DYNAMICS CORP COMGD547$149,1010.10%
90HOME DEPOT INC COMHD400$146,5960.10%
91IONQ INC COMIONQ-WT6,600$145,6620.10%
92ENBRIDGE INC COMENNPF3,030$134,2590.09%
93DEFIANCE QUANTUM ETF26922A4201,700$126,7010.08%
94U.S. GLOBAL JETS ETF26922A8426,074$126,1570.08%
95TRANSUNION COMTRU1,500$124,4850.08%
96INTERNATIONAL BUSINESS MACHS COMINTR500$124,3300.08%
97MGIC INVT CORP WIS COM5528481034,865$120,5550.08%
98CARETRUST REIT INC COMCTRE4,200$120,0360.08%
99MARVELL TECHNOLOGY INC COMMRVL1,900$116,9830.08%
100ISHARES RUSSELL 1000 ETF464287622371$113,8010.07%
101MONROE CAP CORP COMMRCC14,500$113,1000.07%
102NOVARTIS AG SPONSORED ADRNVSEF977$108,9160.07%
103PELOTON INTERACTIVE INC CL A COMPTON16,601$104,9180.07%
104CONOCOPHILLIPS COMCOP978$102,7100.07%
105VANGUARD TAX-EXEMPT BOND ETF9229077462,000$99,2400.07%
106PULTE GROUP INC COM745867101947$97,3520.06%
107DISNEY WALT CO COM254687106983$97,0220.06%
108ISHARES CORE MSCI EAFE ETF46432F8421,280$96,8320.06%
109ANALOG DEVICES INC COMADI470$94,7850.06%
110BOEING CO COMBA-PA555$94,6550.06%
111WASTE MGMT INC DEL COM94106L109400$92,6040.06%
112STARBUCKS CORP COMSBUX935$91,7140.06%
113ABRDN PHYSICAL PLATINUM SHARES ETFPPLT1,000$91,3700.06%
114VANGUARD TOTAL STOCK MARKET ETF922908769324$89,0480.06%
115ROBLOX CORP CL ARBLX1,500$87,4350.06%
116PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R775926$85,6270.06%
117VANECK SEMICONDUCTOR ETF92189F676400$84,5880.06%
118BANK AMERICA CORP COM0605051042,000$83,4600.05%
119BERKLEY W R CORP COMWRB-PH1,167$83,0440.05%
120EATON CORP PLC SHSETN300$81,5490.05%
121BROOKFIELD INFRAST PARTNERS LP LP INT UNITG162521012,700$80,4330.05%
122ISHARES PREFERRED & INCOME SECURITIES ETF4642886872,500$76,8250.05%
123WELLS FARGO CO NEW COM9497461011,050$75,3800.05%
124PHILLIPS 66 COMPSX605$74,7050.05%
125ISHARES MSCI ACWI ETF464288257632$73,5580.05%
126HUNTINGTON BANCSHARES INC COMHBANP4,800$72,0480.05%
127VERIZON COMMUNICATIONS INC COMVZ1,525$69,1740.05%
128SCHWAB CHARLES CORP COMSCHW-PJ854$66,8510.04%
129ALTRIA GROUP INC COMMO1,096$65,7820.04%
130MCDONALDS CORP COMMCD208$64,9730.04%
131JOHNSON & JOHNSON COMJNJ390$64,6780.04%
132TORONTO DOMINION BK ONT COM NEWTORO1,004$60,1800.04%
133NEXTERA ENERGY INC COMNEE-PW840$59,5480.04%
134SCHWAB US DIVIDEND EQUITY ETF8085247972,100$58,7160.04%
135VANGUARD SMALL-CAP ETF922908751262$58,0990.04%
136INTEL CORP COMINTC2,529$57,4340.04%
137COCA COLA CO COMKO799$57,2240.04%
138KINDER MORGAN INC DEL COMEP-PC2,000$57,0600.04%
139KIMBERLY-CLARK CORP COMKMB400$56,8880.04%
140ARM HOLDINGS PLC SPONSORED ADS042068205500$53,3950.04%
141TRAVELERS COMPANIES INC COMTRV200$52,8920.03%
142EBAY INC. COMEBAY776$52,5580.03%
143FORD MTR CO COM3453708605,000$50,1500.03%
144INVESCO S&P 500 LOW VOLATILITY ETFIVZ649$48,4930.03%
145ENTERPRISE PRODS PARTNERS L P COM2937921071,418$48,4110.03%
146VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775795$48,2250.03%
147CBOE GLOBAL MKTS INC COM12503M108200$45,2580.03%
148SAREPTA THERAPEUTICS INC COMSRPT700$44,6740.03%
149RED ROCK RESORTS INC CL ARRR1,000$43,3700.03%
150PHILIP MORRIS INTL INC COM718172109266$42,2220.03%
151MITEK SYS INC COM NEWMITK5,000$41,2500.03%
152MCKESSON CORP COMMCK60$40,3790.03%
153ARCHER DANIELS MIDLAND CO COMADM822$39,4640.03%
154AMERICAN HOMES 4 RENT CL AAMH-PG1,000$37,8100.02%
155SPDR S&P BANK ETF78464A797700$37,0720.02%
156EMCOR GROUP INC COMEME100$36,9630.02%
157JPMORGAN ULTRA-SHORT INCOME ETF46641Q837681$34,4790.02%
158SOUTHWEST AIRLS CO COM8447411081,000$33,5800.02%
159PROLOGIS INC. COMPLDGP300$33,5370.02%
160ROBINHOOD MKTS INC COM CL A770700102800$33,2960.02%
161HONEYWELL INTL INC COM438516106154$32,6100.02%
162CDW CORP COMCDW200$32,0520.02%
163BRITISH AMERN TOB PLC SPONSORED ADR110448107774$32,0200.02%
164CISCO SYS INC COMCSCO500$30,8550.02%
165RIO TINTO PLC SPONSORED ADRRTNTF500$30,0400.02%
166GE AEROSPACE COM NEW369604301106$21,2160.01%
167ISHARES RUSSELL 2000 GROWTH ETF46428764880$20,4420.01%
168ISHARES S&P SMALL-CAP 600 VALUE ETF464287879200$19,4960.01%
169OMEGA HEALTHCARE INVS INC COM681936100500$19,0400.01%
170FEMASYS INC COMFEMY15,000$18,7500.01%
171DEVON ENERGY CORP NEW COM25179M103500$18,7000.01%
172DUPONT DE NEMOURS INC COMDD250$18,6700.01%
173TELUS CORPORATION COMTU1,200$17,2080.01%
174BP PLC SPONSORED ADRBPPFF500$16,8950.01%
175VANGUARD SMALL-CAP GROWTH ETF92290859567$16,8690.01%
176PROCTER AND GAMBLE CO COM74271810998$16,7010.01%
177ISHARES RUSSELL 2000 VALUE ETF464287630107$16,1550.01%
178AXON ENTERPRISE INC COMAXON30$15,7790.01%
179CORTEVA INC COMCTVA250$15,7330.01%
180PEPSICO INC COMPEP101$15,1440.01%
181REXFORD INDL RLTY INC COM76169C100376$14,7200.01%
182LIBERTY ALL STAR EQUITY FD SH BEN INT5301581042,166$14,1870.01%
183LYONDELLBASELL INDUSTRIES N V SHS - A -LYB200$14,0800.01%
184LUMEN TECHNOLOGIES INC COMLUMN3,330$13,0540.01%
185LOCKHEED MARTIN CORP COMLMT28$12,5080.01%
186GRAYSCALE BITCOIN MINI TRUST ETF389930207320$11,6770.01%
187ISHARES MSCI EAFE SMALL-CAP ETF464288273180$11,4350.01%
188ESPERION THERAPEUTICS INC NEW COMESPR7,500$10,8000.01%
189TE CONNECTIVITY PLC ORD SHSTEL75$10,5990.01%
190FISERV INC COMFISV44$9,7170.01%
191GAMESTOP CORP NEW CL AGME-WT400$8,9280.01%
192DOW INC COMDOW250$8,7300.01%
193AZEK CO INC CL A05478C105174$8,5070.01%
194US BANCORP DEL COM NEWUSB-PS200$8,4440.01%
195MCCORMICK & CO INC COM NON VTGMKC-V100$8,2310.01%
196BROOKFIELD CORP CL A LTD VT SH11271J107156$8,1760.01%
197GE VERNOVA INC COMGEV26$7,9370.01%
198ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF46428724266$7,1740.00%
199SIX FLAGS ENTERTAINMENT CORP COMFUN200$7,1340.00%
200EQUINOR ASA SPONSORED ADRSTOHF250$6,6130.00%
201EXXON MOBIL CORP COMXOM54$6,4220.00%
202PALO ALTO NETWORKS INC COMPANW36$6,1430.00%
203SERVICENOW INC COMNOW7$5,5730.00%
204BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG ABIPC150$5,4290.00%
205RELMADA THERAPEUTICS INC COMRLMD20,000$5,4000.00%
206SAP SE SPON ADRSAPGF20$5,3690.00%
207CROWDSTRIKE HLDGS INC CL ACRWD15$5,2890.00%
208TRUMP MEDIA & TECHNOLOGY GROUP COMDJTWW270$5,2760.00%
209ELI LILLY & CO COMLLY6$4,9550.00%
210VIATRIS INC COMVTRS505$4,3990.00%
211ONEOK INC NEW COMOKE43$4,2660.00%
212UNITED AIRLS HLDGS INC COMUNTCW60$4,1430.00%
213VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87050$4,0880.00%
214HERC HLDGS INC COMHRI29$3,8940.00%
215DRAFTKINGS INC NEW COM CL ADKNG115$3,8190.00%
216ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715031$3,7820.00%
217BOSTON SCIENTIFIC CORP COMBSX35$3,5310.00%
218SHOPIFY INC CL A SUB VTG SHSSHOP35$3,3400.00%
219COPT DEFENSE PROPERTIES SHS BEN INTCDP117$3,1910.00%
220ISHARES ESG AWARE MSCI USA ETF46435G42526$3,1700.00%
221KYNDRYL HLDGS INC COMMON STOCKKD100$3,1400.00%
222GRAYSCALE ETHEREUM TRUST ETF389638107200$3,0440.00%
223GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC35$2,8250.00%
224OMEROS CORP COMOMER330$2,7130.00%
225AFFIRM HLDGS INC COM CL AAFRM55$2,4850.00%
226APTIV PLC COM SHSAPTV40$2,3800.00%
227ADVANCED MICRO DEVICES INC COMAMD23$2,3630.00%
228ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF46434V87843$2,1800.00%
229CITIGROUP INC COM NEWC-PR30$2,1300.00%
230TWILIO INC CL ATWLO21$2,0560.00%
231LI AUTO INC SPONSORED ADSLAAOF80$2,0160.00%
232TRIPADVISOR INC COMTRIP130$1,8420.00%
233ARISTA NETWORKS INC COM SHSANET20$1,5500.00%
234FIDELITY WISE ORIGIN BITCOIN FUNDFBTC20$1,4390.00%
235SPDR PORTFOLIO AGGREGATE BOND ETF78464A64950$1,2770.00%
236WORKDAY INC CL AWDAY5$1,1680.00%
237PENN ENTERTAINMENT INC COMPENN65$1,0600.00%
238NIO INC SPON ADSNIOIF235$8950.00%
239NUVEEN ESG MID-CAP GROWTH ETFNU20$8580.00%
240SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B83363510520$7950.00%
241MIND MEDICINE MINDMED INC COM NEW60255C885131$7660.00%
242FUBOTV INC COMFUBO250$7300.00%
243ETSY INC COMETSY15$7080.00%
244KROGER CO COMKR10$6770.00%
245HOLOGIC INC COMHOLX10$6180.00%
246AURINIA PHARMACEUTICALS INC COMAUPH75$6030.00%
247BLOCK INC CL ABSQKZ10$5430.00%
248COGNYTE SOFTWARE LTD ORD SHSCGNT65$5070.00%
249RESIDEO TECHNOLOGIES INC COMREZI25$4430.00%
250UNITY SOFTWARE INC COMU20$3920.00%
251GRAYSCALE ETHEREUM MINI TRUST ETF38964R20320$3440.00%
252SUNRUN INC COMRUN55$3220.00%
253EMBECTA CORP COMMON STOCKEMBC24$3060.00%
254HYLIION HOLDINGS CORP COMMON STOCKHYLN200$2800.00%
255VANGUARD SHORT-TERM BOND ETF9219378273$2350.00%
256QUANTUMSCAPE CORP COM CL AQS40$1660.00%
257VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4072$980.00%
258BLINK CHARGING CO COMBLNK100$920.00%
259ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882811$910.00%
260AMC ENTMT HLDGS INC CL A NEW00165C30225$720.00%
261SNDL INC COMSNDL40$560.00%
262OUSTER INC COM NEWOUST6$540.00%
263TILRAY BRANDS INC COMTLRY40$260.00%
264BIONANO GENOMICS INC COMBNGO3$80.00%
265THERIVA BIOLOGICS INC COM NEW87164U2014$40.00%
26622ND CENTY GROUP INC COM NEW90137F4002$30.00%