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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

Talon Private Wealth, LLC

Quarter ended Q1 2025 · Filed April 1, 2025 · Accession 0001990467-25-000004

Total Value
$475.3M
Positions
357
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (357)

#IssuerTicker / CUSIPSharesValue% of Filing
1BNY MELLON ETF TRUST09661T6022,915,269$125.8M26.47%
2ETF SER SOLUTIONS26922A3882,791,882$79.0M16.62%
3VANGUARD SCOTTSDALE FDS92206C102912,078$53.8M11.33%
4ISHARES TR464288588422,547$40.5M8.52%
5ETF SER SOLUTIONS26922B6421,266,057$29.4M6.18%
6ISHARES TR46429B747184,436$18.7M3.93%
7BNY MELLON ETF TRUST09661T602419,742$18.1M3.81%
8VANGUARD SCOTTSDALE FDS92206C847247,327$15.2M3.20%
9ETF SER SOLUTIONS26922A388379,402$10.7M2.26%
10VANGUARD SCOTTSDALE FDS92206C102131,297$7.7M1.63%
11ISHARES TR46428858861,095$5.9M1.23%
12WALMART INCWMT63,383$5.1M1.08%
13ETF SER SOLUTIONS26922B642182,620$4.2M0.89%
14MCDONALDS CORPMCD9,636$2.9M0.62%
15ISHARES TR46429B74726,215$2.7M0.56%
16ISHARES TR4642872004,180$2.4M0.51%
17VANGUARD SCOTTSDALE FDS92206C84734,148$2.1M0.44%
18NVIDIA CORPORATIONNVDA16,972$2.1M0.43%
19MICROSOFT CORPMSFT3,781$1.6M0.34%
20VANGUARD INDEX FDS9229083632,646$1.4M0.29%
21JOHNSON & JOHNSONJNJ8,610$1.4M0.29%
22SELECT SECTOR SPDR TR81369Y30815,226$1.3M0.27%
23VANGUARD INDEX FDS92290855312,365$1.2M0.25%
24META PLATFORMS INCMETA2,005$1.1M0.24%
25ISHARES TR46434V62117,582$1.1M0.23%
26LOCKHEED MARTIN CORPLMT1,792$1.0M0.22%
27ISHARES TR4642878048,856$1.0M0.22%
28ISHARES TR46428750715,535$968,1590.20%
29SELECT SECTOR SPDR TR81369Y8529,926$897,3100.19%
30SELECT SECTOR SPDR TR81369Y60519,763$895,6590.19%
31SELECT SECTOR SPDR TR81369Y86019,896$888,7540.19%
32VANGUARD INDEX FDS9229087362,299$882,5300.19%
33TESLA INCTSLA2,912$761,8670.16%
34ENERGY TRANSFER L PET-PI47,072$755,4990.16%
35SPDR S&P 500 ETF TRSPY1,249$716,4450.15%
36VANGUARD INDEX FDS9229087512,957$701,4300.15%
37BROWN & BROWN INCBRO6,735$697,7460.15%
38VANGUARD INDEX FDS9229087443,987$696,0480.15%
39SERVICENOW INCNOW759$678,8420.14%
40SPDR SER TR78468R6226,502$635,8310.13%
41ALPHABET INCGOOG3,820$633,5630.13%
42VANGUARD INDEX FDS9229087692,204$624,1040.13%
43SPDR SER TR78464A8549,235$623,4550.13%
44ISHARES TR46432F8427,610$593,9610.12%
45CHIPOTLE MEXICAN GRILL INCCMG10,185$586,8600.12%
46NVIDIA CORPORATIONNVDA4,711$572,0850.12%
47FISERV INCFISV3,148$565,5380.12%
48COSTCO WHSL CORP NEW22160K105606$536,9220.11%
49ONEOK INC NEWOKE5,724$521,6390.11%
50VANGUARD INDEX FDS9229086112,555$513,0430.11%
51VANGUARD TAX-MANAGED FDS9219438589,594$506,6570.11%
52UNION PAC CORPUNP2,034$501,3400.11%
53DISNEY WALT CO2546871065,171$497,3610.10%
54VANGUARD SCOTTSDALE FDS92206C8705,722$479,2180.10%
55VANGUARD BD INDEX FDS9219378356,290$472,4750.10%
56ISHARES TR4642872264,640$469,8450.10%
57VANGUARD INDEX FDS9229085122,798$469,2050.10%
58ISHARES TR46434V8789,105$461,9880.10%
59VANGUARD SCOTTSDALE FDS92206C7067,573$457,5610.10%
60FIDELITY COVINGTON TRUST3160928082,567$447,9030.09%
61VANGUARD INDEX FDS9229085951,642$439,0220.09%
62KRAFT HEINZ COKHC12,453$437,2250.09%
63ALPHABET INCGOOG2,587$432,4430.09%
64ISHARES TR46428868712,625$419,5290.09%
65SPDR GOLD TRGLD1,707$414,8070.09%
66ISHARES GOLD TRIAU8,332$414,1040.09%
67VANGUARD INDEX FDS9229085381,688$410,9770.09%
68SELECT SECTOR SPDR TR81369Y2092,661$409,7880.09%
69SPDR SER TR78464A3594,949$379,0440.08%
70MARSH & MCLENNAN COS INC5717481021,644$366,7600.08%
71ISHARES TR46434V4078,439$366,4210.08%
72ISHARES TR4642876551,585$350,1880.07%
73SALESFORCE INCCRM1,261$345,1480.07%
74FIDELITY COVINGTON TRUST31609285711,647$343,3540.07%
75ISHARES INC46434G1035,960$342,1640.07%
76FIDELITY COVINGTON TRUST3160923036,439$328,7250.07%
77QUALCOMM INCQCOM1,912$325,1170.07%
78SELECT SECTOR SPDR TR81369Y5063,587$314,9390.07%
79BNY MELLON ETF TRUST09661T6027,081$305,5520.06%
80BROADCOM INCAVGO1,726$297,7350.06%
81DNP SELECT INCOME FD INC23325P10428,997$291,1330.06%
82VANGUARD INTL EQUITY INDEX F9220428586,052$289,5880.06%
83UBER TECHNOLOGIES INCUBER3,617$271,8540.06%
84ISHARES TR46432F8343,624$263,2430.06%
85EXXON MOBIL CORPXOM2,206$258,5410.05%
86J P MORGAN EXCHANGE TRADED F46641Q3324,299$255,8330.05%
87LOWES COS INC548661107917$248,4220.05%
88BRISTOL-MYERS SQUIBB COCELG-RI4,790$247,8350.05%
89SPDR SER TR78464A4092,984$247,4930.05%
90COMCAST CORP NEWCCZ5,833$243,6440.05%
91CHEVRON CORP NEWCVX1,481$218,1070.05%
92BERKSHIRE HATHAWAY INC DELBRK-A473$217,7030.05%
93SPDR DOW JONES INDL AVERAGE78467X109505$213,6760.04%
94VANGUARD INDEX FDS922908736552$211,9890.04%
95VANGUARD BD INDEX FDS9219378192,698$211,4420.04%
96ISHARES TR4642884141,885$204,7680.04%
97MICROSOFT CORPMSFT475$204,4090.04%
98INNOVATOR ETFS TRUSTINHD6,576$202,7380.04%
99ETF SER SOLUTIONS26922A3886,857$194,0420.04%
100APPLE INCAAPL790$184,1240.04%
101PALO ALTO NETWORKS INCPANW423$144,4250.03%
102VANGUARD SCOTTSDALE FDS92206C1022,213$130,6150.03%
103AMAZON COM INCAMZN630$117,4030.02%
104ISHARES TR464287614300$112,6140.02%
105VANGUARD INDEX FDS922908629426$112,3920.02%
106ISHARES TR46432F8421,287$100,4500.02%
107ISHARES TR4642885881,031$98,7360.02%
108UNITEDHEALTH GROUP INCUNH167$97,6420.02%
109VANGUARD INDEX FDS922908744544$94,9660.02%
110JPMORGAN CHASE & CO.VYLD433$91,3020.02%
111BLACKSTONE SECD LENDING FDBX3,029$88,7190.02%
112ISHARES TR4642874651,008$84,2990.02%
113VANGUARD INDEX FDS922908751321$76,1440.02%
114ETF SER SOLUTIONS26922B6423,096$71,8510.02%
115VANGUARD INDEX FDS922908595253$67,6700.01%
116VANGUARD INDEX FDS922908611329$65,9610.01%
117VISA INCV235$64,6130.01%
118INVESCO QQQ TRIVZ132$64,4250.01%
119UNILEVER PLCUNLYF972$63,1410.01%
120LOWES COS INC548661107228$61,7540.01%
121INVESCO EXCHANGE TRADED FD TIVZ1,560$61,2610.01%
122ALPHABET INCGOOG362$60,0670.01%
123AMERICAN EXPRESS COAXP209$56,6810.01%
124INVESCO EXCHANGE TRADED FD TIVZ278$49,8060.01%
125RESMED INCRSMDF201$49,0680.01%
126NIKE INCNKE549$48,5320.01%
127CONSTELLATION ENERGY CORPCEG183$47,5840.01%
128UBER TECHNOLOGIES INCUBER617$46,3740.01%
129ZOETIS INCZTS232$45,3280.01%
130ISHARES TR46429B747445$45,0770.01%
131HOME DEPOT INCHD109$44,1670.01%
132THERMO FISHER SCIENTIFIC INCTMO71$43,9180.01%
133ISHARES TR464287101158$43,7280.01%
134SACHEM CAP CORPSCCG17,152$43,2230.01%
135SERVICENOW INCNOW47$42,0360.01%
136DISNEY WALT CO254687106428$41,1930.01%
137MCDONALDS CORPMCD125$38,0640.01%
138SPDR SER TR78464A3751,082$36,4740.01%
139VANGUARD SCOTTSDALE FDS92206C847582$35,7950.01%
140ISHARES TR464287655162$35,7840.01%
141LOCKHEED MARTIN CORPLMT60$35,0740.01%
142SALESFORCE INCCRM128$35,0350.01%
143CATERPILLAR INCCAT89$34,8100.01%
144SELECT SECTOR SPDR TR81369Y852380$34,3560.01%
145SYSCO CORPSYY400$31,2240.01%
146ADOBE INCADBE60$31,0670.01%
147SPDR SER TR78464A3831,366$30,7760.01%
148ABBOTT LABSABLZF267$30,4410.01%
149KKR & CO INCKKRT231$30,1640.01%
150MAIN STR CAP CORP56035L104600$30,0840.01%
151NVR INCNVR3$29,4350.01%
152VANGUARD INDEX FDS92290836354$28,4940.01%
153VANGUARD INDEX FDS922908769100$28,3160.01%
154ISHARES TR464287481238$27,9150.01%
155AMERICAN INTL GROUP INC026874784379$27,7540.01%
156TEXAS INSTRS INC882508104131$27,0610.01%
157ISHARES TR464288273380$25,7260.01%
158GXO LOGISTICS INCORPORATEDGXO491$25,5660.01%
159BRISTOL-MYERS SQUIBB COCELG-RI467$24,1630.01%
160VANGUARD WORLD FD92204A70241$24,0470.01%
161CLEVELAND-CLIFFS INC NEWCLF1,829$23,3550.00%
162SPDR SER TR78464A367954$23,0490.00%
163PARKER-HANNIFIN CORPPH36$22,7460.00%
164CONOCOPHILLIPSCOP212$22,3190.00%
165SPDR SER TR78464A805315$22,0690.00%
166BROADCOM INCAVGO128$22,0440.00%
167SPDR SER TR78464A474725$21,9530.00%
168ISHARES TR46428764876$21,5840.00%
169BANK AMERICA CORP060505104522$20,7130.00%
170REGENERON PHARMACEUTICALSREGN19$19,9740.00%
171NETFLIX INCNFLX28$19,8600.00%
172MASTERCARD INCORPORATEDMA38$18,7640.00%
173VANGUARD STAR FDS921909768270$17,4800.00%
174ACCENTURE PLC IRELANDACN49$17,3210.00%
175ISHARES TR464287473129$17,0600.00%
176BOOKING HOLDINGS INCBKNG4$16,8480.00%
177GARTNER INCIT33$16,7230.00%
178ADVANCED MICRO DEVICES INCAMD100$16,4080.00%
179GLOBAL X FDS37954Y475378$15,6870.00%
180PEPSICO INCPEP89$15,1340.00%
181D R HORTON INC23331A10979$15,0960.00%
182WISDOMTREE TRWT160$15,0080.00%
183TESLA INCTSLA57$14,8280.00%
184ZOOM VIDEO COMMUNICATIONS INZM210$14,6450.00%
185MARSH & MCLENNAN COS INC57174810264$14,2780.00%
186TOLL BROTHERS INCTOL91$14,0590.00%
187PULTE GROUP INC74586710197$13,9220.00%
188HONEYWELL INTL INC43851610666$13,6430.00%
189LAZARD GLOBAL TOTAL RETURN &LAZ751$13,6230.00%
190NOVO-NORDISK A SNONOF112$13,3360.00%
191INTUITIVE SURGICAL INCISRG27$13,2640.00%
192ISHARES TR46428762241$12,8900.00%
193LINDE PLCLIN27$12,8750.00%
194MONDELEZ INTL INC609207105174$12,8190.00%
195CROWDSTRIKE HLDGS INCCRWD45$12,7330.00%
196FERRARI N VRACE27$12,6930.00%
197JABIL INCJBL105$12,5920.00%
198ISHARES TR46428763075$12,5120.00%
199GENERAL MTRS CO37045V100277$12,4210.00%
200NASDAQ INCNDAQ168$12,2660.00%
201WILLIAMS SONOMA INCWSM78$12,1350.00%
202MONOLITHIC PWR SYS INC60983910513$12,0180.00%
203AIRBNB INCABNB94$11,9200.00%
204CARRIER GLOBAL CORPORATIONCARR148$11,9130.00%
205ASML HOLDING N VASMLF14$11,6660.00%
206MICROCHIP TECHNOLOGY INC.MCHPP144$11,5390.00%
207COSTCO WHSL CORP NEW22160K10513$11,5250.00%
208ELI LILLY & COLLY13$11,5170.00%
209DICKS SPORTING GOODS INC25339310255$11,4780.00%
210CHARTER COMMUNICATIONS INC N16119P10835$11,3430.00%
211VANECK ETF TRUST92189F437384$11,2930.00%
212WALMART INCWMT138$11,1440.00%
213LITHIA MTRS INC53679710335$11,1370.00%
214HARTFORD FINL SVCS GROUP INCHIG-PG94$11,0550.00%
215WASTE MGMT INC DEL94106L10953$11,0030.00%
216LANTHEUS HLDGS INCLNTH100$10,9750.00%
217GOLDMAN SACHS GROUP INCGSCE22$10,8920.00%
218FIRST TR EXCHANGE-TRADED FD33733E30250$10,5920.00%
219DECKERS OUTDOOR CORPDECK66$10,5240.00%
220CANADIAN PACIFIC KANSAS CITYCP119$10,1790.00%
221ALPHABET INCGOOG60$10,0310.00%
222COHEN & STEERS REIT & PFD &19247X100422$9,9890.00%
223CHEVRON CORP NEWCVX67$9,8670.00%
224SILA REALTY TRUST INCSILA388$9,8130.00%
225ABBVIE INCABBV49$9,6770.00%
226MCKESSON CORPMCK19$9,3940.00%
227MERIT MED SYS INC58988910493$9,1910.00%
228ISHARES TR464288448302$9,1290.00%
229NEUROCRINE BIOSCIENCES INCNBIX79$9,1020.00%
230SPDR SER TR78464A672309$8,9800.00%
231SPDR SER TR78468R853193$8,7830.00%
232SHERWIN WILLIAMS COSHW23$8,7780.00%
233INTUITINTU14$8,6940.00%
234BECTON DICKINSON & COBDX36$8,6800.00%
235AXCELIS TECHNOLOGIES INCACLS81$8,4930.00%
236OPTION CARE HEALTH INCOPCH264$8,2630.00%
237HUMANA INCHUM26$8,2350.00%
238AUTONATION INCAN46$8,2300.00%
239OGE ENERGY CORPOGE200$8,2040.00%
240AVNET INCAVT151$8,1950.00%
241GLOBAL X FDS37954Y889118$8,1880.00%
242FIRST TR EXCHANGE-TRADED FD33738R506135$7,9930.00%
243ALCON AGALC78$7,8050.00%
244MERCK & CO INCMRK68$7,7220.00%
245ISHARES TR46432F33943$7,7100.00%
246COHEN & STEERS INFRASTRUCTUR19248A109294$7,6530.00%
247PROCTER AND GAMBLE CO74271810944$7,6210.00%
248L3HARRIS TECHNOLOGIES INCLHX32$7,6120.00%
249AON PLCAON22$7,6120.00%
250DEERE & CODE18$7,5120.00%
251DANAHER CORPORATION23585110227$7,5070.00%
252ASBURY AUTOMOTIVE GROUP INCABG31$7,3960.00%
253VANGUARD INDEX FDS92290853830$7,3040.00%
254PRINCIPAL FINANCIAL GROUP INPFG85$7,3020.00%
255SPDR SER TR78464A664247$7,1800.00%
256PFIZER INCPFE248$7,1770.00%
257INTEL CORPINTC302$7,0850.00%
258INTERNATIONAL BUSINESS MACHSINTR32$7,0750.00%
259STEEL DYNAMICS INCSTLD56$7,0600.00%
260COGNIZANT TECHNOLOGY SOLUTIOCTSH89$6,8690.00%
261COCA COLA COKO94$6,7550.00%
262WELLS FARGO CO NEW949746101118$6,6660.00%
263ISHARES TR46436E874275$6,6000.00%
264VANGUARD INDEX FDS92290851239$6,5390.00%
265ISHARES TR46436E866277$6,4870.00%
266AMGEN INCAMGN20$6,4440.00%
267CISCO SYS INCCSCO121$6,4400.00%
268STERIS PLCSTE26$6,3060.00%
269VERIZON COMMUNICATIONS INCVZ140$6,2870.00%
270ISHARES TR464287234135$6,1910.00%
2713M COMMM45$6,1520.00%
272TAIWAN SEMICONDUCTOR MFG LTD87403910035$6,0780.00%
273VANGUARD TAX-MANAGED FDS921943858113$5,9680.00%
274TRAVELERS COMPANIES INCTRV25$5,8530.00%
275FEDEX CORPFDX21$5,7470.00%
276BORGWARNER INCBWA157$5,6980.00%
277DOW INCDOW104$5,6820.00%
278GLOBAL X FDS37954Y293104$5,6610.00%
279TARGET CORPTGT36$5,6110.00%
280VANGUARD INTL EQUITY INDEX F922042858114$5,4550.00%
281JOHNSON & JOHNSONJNJ32$5,1860.00%
282LULULEMON ATHLETICA INCLULU18$4,8840.00%
283BOEING COBA-PA32$4,8650.00%
284VANGUARD ADMIRAL FDS INC92193250514$4,8340.00%
285BOSTON SCIENTIFIC CORPBSX57$4,7770.00%
286FIRST TR EXCH TRADED FD III33739P855250$4,7680.00%
287TAKE-TWO INTERACTIVE SOFTWARTTWO31$4,7650.00%
288J P MORGAN EXCHANGE TRADED F46641Q33276$4,5230.00%
289WISDOMTREE TRWT84$4,4310.00%
290SOLAREDGE TECHNOLOGIES INCSEDG190$4,3530.00%
291SBA COMMUNICATIONS CORP NEWSBAC18$4,3330.00%
292VANGUARD INDEX FDS92290855343$4,1890.00%
293COCA COLA CONS INCCOKE3$3,9490.00%
294AMERICAN CENTY ETF TR02507280252$3,6750.00%
295ISHARES TR46428828138$3,5560.00%
296ISHARES INC46434G86397$3,5320.00%
297UNITED PARCEL SERVICE INCUPS25$3,4080.00%
298VANGUARD INTL EQUITY INDEX F92204271826$3,2750.00%
299UNITED RENTALS INCURI4$3,2390.00%
300PERRIGO CO PLCPRGO123$3,2260.00%
301THE CIGNA GROUP1255231009$3,1180.00%
302SELECT SECTOR SPDR TR81369Y86067$2,9930.00%
303SELECT SECTOR SPDR TR81369Y30835$2,9050.00%
304SELECT SECTOR SPDR TR81369Y60563$2,8550.00%
305JOHN HANCOCK HEDGED EQUITY &HEQ253$2,7750.00%
306ORACLE CORPORCL-PD16$2,7260.00%
307ARISTA NETWORKS INCANET7$2,6870.00%
308ARES MANAGEMENT CORPORATIONARES-PB17$2,6490.00%
309ISHARES TR46428744024$2,3550.00%
310ISHARES TR46428868769$2,2930.00%
311BLACKROCK CORPOR HI YLD FD IBLK226$2,2740.00%
312MORGAN STANLEYMS-PQ20$2,0850.00%
313MERCADOLIBRE INCMELI1$2,0520.00%
314SPDR SER TR78468R62220$1,9560.00%
315INTERCONTINENTAL EXCHANGE IN45866F10412$1,9280.00%
316AMERIPRISE FINL INC03076C1064$1,8790.00%
317ANALOG DEVICES INCADI8$1,8410.00%
318WASTE CONNECTIONS INCWCN10$1,7880.00%
319SPDR SER TR78464A35923$1,7620.00%
320ARCHER DANIELS MIDLAND COADM29$1,7320.00%
321CHUBB LIMITEDCB6$1,7300.00%
322DOVER CORPDOV9$1,7260.00%
323BROADRIDGE FINL SOLUTIONS IN11133T1038$1,7200.00%
324RTX CORPORATIONRTX14$1,6960.00%
325ISHARES INC46434G10329$1,6650.00%
326BALL CORPBALL24$1,6300.00%
327AVERY DENNISON CORPAVY7$1,5450.00%
328CME GROUP INCCME7$1,5450.00%
329DARDEN RESTAURANTS INCDRI9$1,4770.00%
330WILLIS TOWERS WATSON PLC LTDWTW5$1,4730.00%
331PHINIA INCPHIN31$1,4270.00%
332VANGUARD SCOTTSDALE FDS92206C87017$1,4240.00%
333EXXON MOBIL CORPXOM12$1,4070.00%
334VANECK ETF TRUST92189H40926$1,3800.00%
335F5 INCFFIV6$1,3210.00%
336STARBUCKS CORPSBUX13$1,2670.00%
337AIR PRODS & CHEMS INCAIIR4$1,1910.00%
338VANGUARD SCOTTSDALE FDS92206C77125$1,1800.00%
339OREILLY AUTOMOTIVE INC67103H1071$1,1520.00%
340FIRST TR EXCHANGE-TRADED FD33733B10010$1,0930.00%
341MEDTRONIC PLCMDT12$1,0800.00%
342VANGUARD BD INDEX FDS92193783514$1,0520.00%
343VERALTO CORPVLTO9$1,0070.00%
344VANGUARD CHARLOTTE FDS92203J40719$9550.00%
345CVS HEALTH CORPCVS14$8800.00%
346SAIA INCSAIA2$8750.00%
347CLOROX CO DELCLX5$8150.00%
348VANGUARD SCOTTSDALE FDS92206C70612$7250.00%
349SOUTHWESTERN ENERGY CO84546710998$6970.00%
350SNAP INCSNAP61$6530.00%
351SHOPIFY INCSHOP7$5610.00%
352LPL FINL HLDGS INC50212V1002$4650.00%
353FIVE BELOW INCFIVE3$2650.00%
354ALLIANCEBERNSTEIN HLDG L P01881G1064$1400.00%
355PROSHARES TR74349Y8452$480.00%
356ESSEX PPTY TR INC2971781050$160.00%
357PROGRESSIVE CORP7433151030$30.00%