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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

CGC Financial Services, LLC

Quarter ended Q3 2023 · Filed September 13, 2023 · Accession 0001992785-23-000001

Total Value
$153.8M
Positions
359
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (359)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524797690,291$50.1M32.59%
2ISHARES TR46432F842398,793$26.9M17.50%
3AMERICAN CENTY ETF TR025072877243,876$18.9M12.30%
4ISHARES TR46434V449302,562$10.0M6.53%
5ISHARES TR46428841491,151$9.7M6.32%
6NUSHARES ETF TRNU135,524$4.7M3.05%
7APPLE INCAAPL17,358$3.4M2.19%
8NUSHARES ETF TRNU48,616$1.8M1.17%
9NIKE INCNKE12,414$1.4M0.89%
10VANGUARD BD INDEX FDS92203C30327,116$1.3M0.87%
11PIMCO ETF TR72201R83311,712$1.2M0.76%
12VANGUARD BD INDEX FDS92193781913,974$1.1M0.68%
13MICROSOFT CORPMSFT3,053$1.0M0.68%
14ISHARES TR46434V87820,373$1.0M0.67%
15INVESCO ACTIVELY MANAGED ETFIVZ20,344$1.0M0.66%
16PIMCO ETF TR72201R71810,384$973,3780.63%
17INNOVATOR ETFS TRINHD27,954$840,2970.55%
18VANGUARD INDEX FDS9229087445,692$808,8330.53%
19FIRST TR EXCHNG TRADED FD VI33740F88830,260$731,3840.48%
20VANGUARD INDEX FDS9229086373,553$720,2640.47%
21VANGUARD INTL EQUITY INDEX F92204285815,856$645,0280.42%
22ISHARES TR4642874656,974$505,6150.33%
23ISHARES TR4642883078,260$503,3640.33%
24LULULEMON ATHLETICA INCLULU1,122$424,6770.28%
25VANGUARD INDEX FDS9229087361,497$423,5910.28%
26PEPSICO INCPEP2,249$416,4690.27%
27ISHARES TR4642878794,313$410,1230.27%
28JOHNSON & JOHNSONJNJ2,477$409,9930.27%
29ADOBE SYSTEMS INCORPORATEDADBE800$391,1920.25%
30ORACLE CORPORCL-PD3,131$372,8710.24%
31COLUMBIA SPORTSWEAR COCOLM4,655$359,5520.23%
32CHEVRON CORP NEWCVX2,122$333,9580.22%
33VANGUARD INDEX FDS9229086111,901$314,4250.20%
34CISCO SYS INCCSCO5,901$305,3180.20%
35SPDR INDEX SHS FDS78463X5415,535$298,3920.19%
36VANGUARD INDEX FDS9229085533,450$288,2820.19%
37COSTCO WHSL CORP NEW22160K105529$284,5980.19%
38TESLA INCTSLA1,081$282,9730.18%
39STARBUCKS CORPSBUX2,842$281,5290.18%
40CSX CORPCSX8,218$280,2460.18%
41ISHARES TR4642872346,582$260,3840.17%
42VANGUARD INDEX FDS9229087511,247$248,0160.16%
43HOME DEPOT INCHD728$226,2920.15%
44HUBBELL INCHUBB656$217,5030.14%
45SCHRODINGER INCSDGR4,221$210,7120.14%
46THERMO FISHER SCIENTIFIC INCTMO361$188,3520.12%
47EXXON MOBIL CORPXOM1,754$188,1170.12%
48SPDR GOLD TRGLD1,047$186,6490.12%
49MERCK & CO INCMRK1,500$173,1320.11%
50BOSTON SCIENTIFIC CORPBSX3,051$165,0290.11%
51BOEING COBA-PA733$154,7800.10%
52COCA COLA COKO2,527$152,1760.10%
53JPMORGAN CHASE & COVYLD1,034$150,3500.10%
54DEERE & CODE371$150,3250.10%
55ENTERPRISE PRODS PARTNERS L2937921075,554$146,3510.10%
56BERKSHIRE HATHAWAY INC DELBRK-A406$138,3610.09%
57ISHARES TR4642878041,348$134,3280.09%
58PHILIP MORRIS INTL INC7181721091,343$131,1040.09%
59CHEMED CORP NEWCHE241$130,5420.08%
60INTEL CORPINTC3,689$123,3600.08%
61WOODWARD INCWWD1,035$123,0720.08%
62AMAZON COM INCAMZN813$105,9830.07%
63WALMART INCWMT666$104,6820.07%
64SAREPTA THERAPEUTICS INCSRPT913$104,5570.07%
65DARDEN RESTAURANTS INCDRI600$100,2480.07%
66HERITAGE FINL CORP WASH42722X1066,159$99,5910.06%
67TRAVELERS COMPANIES INCTRV536$93,0820.06%
68ISHARES SILVER TRSLV4,312$90,0780.06%
69NOVARTIS AGNVSEF872$87,9940.06%
70MCDONALDS CORPMCD284$84,7480.06%
71ABBVIE INCABBV629$84,6930.06%
72RAYTHEON TECHNOLOGIES CORPRTX856$83,8540.05%
73EMERSON ELEC COEMR925$83,6110.05%
74ISHARES TR46432F339610$82,2710.05%
75VANGUARD INDEX FDS922908769358$78,8600.05%
76SCHWAB CHARLES CORPSCHW-PJ1,346$76,2910.05%
77PFIZER INCPFE1,983$72,7460.05%
78NEXTERA ENERGY INCNEE-PW925$68,6350.04%
79VANGUARD BD INDEX FDS921937835926$67,3110.04%
80AIR PRODS & CHEMS INCAIIR218$65,2000.04%
81ENOVIX CORPORATIONENVX3,538$63,8260.04%
82INTERNATIONAL BUSINESS MACHSINTR476$63,6940.04%
83ISHARES TR46434V6211,233$63,5360.04%
84AUTOMATIC DATA PROCESSING INADP279$61,3210.04%
85KROGER COKR1,294$60,8180.04%
86COMCAST CORP NEWCCZ1,458$60,5800.04%
87WESTERN ASSET GBL HIGH INC F95766B1098,017$58,4440.04%
88GENERAL MLS INC370334104757$58,0620.04%
89FIRST SOLAR INCFSLR300$57,0270.04%
90PROCTER AND GAMBLE CO742718109364$55,2330.04%
91NORTHWEST NAT HLDG CO66765N1051,262$54,3440.04%
92SCHWAB STRATEGIC TR8085242011,000$52,3700.03%
93BLACKROCK INCBLK75$51,8360.03%
94KEYSIGHT TECHNOLOGIES INCKEYS304$50,9050.03%
95AGILENT TECHNOLOGIES INCA396$47,6190.03%
96SALESFORCE INCCRM223$47,1110.03%
97PORTLAND GEN ELEC CO7365088471,000$46,8300.03%
98META PLATFORMS INCMETA162$46,4910.03%
99DIMENSIONAL ETF TRUST25434V609942$43,6990.03%
100AT&T INCT-PC2,717$43,3390.03%
101SELECT SECTOR SPDR TR81369Y6051,280$43,1490.03%
102THOMSON REUTERS CORP.TMSOF315$42,5060.03%
103RPM INTL INC749685103473$42,4420.03%
104MEDTRONIC PLCMDT474$41,7590.03%
105UNION PAC CORPUNP204$41,7420.03%
106ALTRIA GROUP INCMO850$38,5050.03%
107VANGUARD STAR FDS921909768677$37,9660.02%
108ALLSPRING GLOBAL DIVIDEND OPEOD8,498$36,9660.02%
109BECTON DICKINSON & COBDX140$36,9610.02%
110GLOBAL X FDS37954Y7151,184$34,0280.02%
111ROYCE VALUE TR INCRVT2,424$33,4460.02%
112GLOBAL X FDS37954Y855514$33,4200.02%
113SYSCO CORPSYY446$33,0930.02%
114ABBOTT LABSABLZF298$32,4880.02%
115DOW INCDOW609$32,4350.02%
116VERIZON COMMUNICATIONS INCVZ870$32,3650.02%
117LOCKHEED MARTIN CORPLMT67$31,0450.02%
118CATERPILLAR INCCAT126$31,0020.02%
119ISHARES TR46428720068$30,3080.02%
120CONSOLIDATED EDISON INCED333$30,1030.02%
121DIMENSIONAL ETF TRUST25434V7081,070$29,0510.02%
122APPLIED MATLS INC038222105200$28,9080.02%
123ISHARES TR464288687911$28,1640.02%
124BCE INCBCPPF599$27,3080.02%
125ISHARES TR464287168238$26,9840.02%
126KELLOGG COBEKE400$26,9600.02%
127SPDR S&P 500 ETF TRSPY60$26,5970.02%
128CAMECO CORPCCJ847$26,5370.02%
129REALTY INCOME CORPO410$24,5140.02%
130WEYERHAEUSER CO MTN BEWY725$24,2950.02%
131FLAHERTY & CRUMRINE PFD SECS3384781001,731$23,7840.02%
132ENBRIDGE INCENNPF613$22,7730.01%
133ISHARES TR46434V456635$22,6060.01%
134DTE ENERGY CODTK201$22,1140.01%
135ARES CAPITAL CORPARCC1,161$21,8150.01%
136DUPONT DE NEMOURS INCDD304$21,7180.01%
137AMCOR PLCAMCCF2,162$21,5770.01%
138ISHARES TR464289859324$21,4940.01%
139FORD MTR CO DEL3453708601,371$20,7430.01%
140NVIDIA CORPORATIONNVDA49$20,7280.01%
141HANCOCK JOHN PREM DIVID FD41013T1051,721$20,2780.01%
142MERCADOLIBRE INCMELI17$20,1380.01%
143INVESCO LTDIVZ1,155$19,4120.01%
144LINDE PLCLIN50$18,9040.01%
145CARRIER GLOBAL CORPORATIONCARR380$18,8900.01%
146ONEOK INC NEWOKE304$18,7630.01%
147OLIN CORPOLN355$18,2390.01%
148NUVEEN MUN HIGH INCOME OPPORNU1,717$18,1490.01%
1493M COMMM178$17,8030.01%
150DOMINION ENERGY INCD339$17,5570.01%
151VANGUARD WHITEHALL FDS921946406161$17,0770.01%
152ACTIVISION BLIZZARD INC00507V109200$16,8600.01%
153MANULIFE FINL CORP56501R106850$16,0740.01%
154QUALCOMM INCQCOM133$15,8320.01%
155SCHWAB STRATEGIC TR808524730581$15,5530.01%
156COLGATE PALMOLIVE COCL200$15,4080.01%
157J P MORGAN EXCHANGE TRADED F46641Q837302$15,1420.01%
158SCHWAB STRATEGIC TR808524300200$14,9900.01%
159AXON ENTERPRISE INCAXON74$14,4390.01%
160UNITED PARCEL SERVICE INCUPS78$13,9120.01%
161TE CONNECTIVITY LTDTEL98$13,7360.01%
162ISHARES TR464288877280$13,7030.01%
163GENERAL ELECTRIC CO369604301122$13,4020.01%
164PRUDENTIAL FINL INCPUKPF151$13,3210.01%
165ALPS ETF TR00162Q452325$12,7430.01%
166LI AUTO INCLAAOF362$12,7060.01%
167INVESCO EXCHANGE TRADED FD TIVZ35$12,2410.01%
168INVESCO EXCH TRADED FD TR IIIVZ645$12,1910.01%
169WELLS FARGO CO NEW949746101280$11,9500.01%
170OSI SYSTEMS INCOSIS100$11,7830.01%
171SABRA HEALTH CARE REIT INCSBRA1,000$11,7700.01%
172VANGUARD MALVERN FDS922020805246$11,6650.01%
173TC ENERGY CORPTRPRF286$11,5570.01%
174ISHARES TR46432F39680$11,5400.01%
175SHELL PLCRYDAF186$11,2310.01%
176AMGEN INCAMGN50$11,1010.01%
177AIRBNB INCABNB85$10,8940.01%
178WEC ENERGY GROUP INCWEC120$10,5890.01%
179BP PLCBPPFF296$10,4460.01%
180TAIWAN SEMICONDUCTOR MFG LTD874039100100$10,0920.01%
181SEMPRASREA69$10,0460.01%
182HEALTHCARE RLTY TR42226K105530$9,9960.01%
183OTIS WORLDWIDE CORPOTIS110$9,7910.01%
184TARGET CORPTGT73$9,6290.01%
185EVERGY INCEVRG164$9,5810.01%
186ORASURE TECHNOLOGIES INCOSUR1,839$9,2130.01%
187NORDSTROM INC655664100448$9,1710.01%
188ILLINOIS TOOL WKS INC45230810936$9,0060.01%
189DISNEY WALT CO25468710697$8,6600.01%
190THE TRADE DESK INC88339J105110$8,4940.01%
191DOLLAR GEN CORP NEW25667710550$8,4890.01%
192DUTCH BROS INCBROS297$8,4500.01%
193GSK PLCGLAXF234$8,3400.01%
194NLIGHT INCLASR523$8,0650.01%
195ISHARES TR46428761429$7,9800.01%
196PAYCHEX INCPAYX70$7,8310.01%
197DENTSPLY SIRONA INCXRAY188$7,5390.00%
198WARNER BROS DISCOVERY INCWBD595$7,4610.00%
199FOUR CORNERS PPTY TR INC35086T109273$6,9340.00%
200DATADOG INCDDOG70$6,8870.00%
201SYNCHRONY FINANCIALSYF-PB193$6,5470.00%
202LAM RESEARCH CORPLRCX10$6,5310.00%
203ISHARES TR46436E668211$6,4950.00%
204METLIFE INCMET-PF114$6,4440.00%
205CONOCOPHILLIPSCOP61$6,3200.00%
206WASTE MGMT INC DEL94106L10935$6,0700.00%
207DUKE ENERGY CORP NEWDUKB66$5,9230.00%
208SCHLUMBERGER LTDSLB120$5,8940.00%
209ONE GAS INCOGS76$5,8380.00%
210ALPHABET INCGOOG48$5,8070.00%
211ANTERO MIDSTREAM CORPAM500$5,8000.00%
212ADVANCED MICRO DEVICES INCAMD50$5,6960.00%
213PTC INCPTC40$5,6920.00%
214CENTENE CORP DELCNC82$5,5310.00%
215VANGUARD INDEX FDS92290862925$5,5040.00%
216VUZIX CORPVUZI1,035$5,2790.00%
217GLOBAL X FDS37954Y624198$5,1560.00%
218ARISTA NETWORKS INCANET31$5,0240.00%
219VEEVA SYS INCVEEV25$4,9430.00%
220CHECK POINT SOFTWARE TECH LTM2246510439$4,8990.00%
221VMWARE INC92856340234$4,8850.00%
222COINBASE GLOBAL INCCOIN64$4,5790.00%
223CORNING INCGLW130$4,5550.00%
224SIRIUS XM HOLDINGS INCSIRI1,000$4,5300.00%
225SOUTHWEST AIRLS CO844741108118$4,2820.00%
226DELL TECHNOLOGIES INCDELL79$4,2750.00%
227CARNIVAL CORPCUKPF226$4,2490.00%
228SOUTHERN COSOMN60$4,2150.00%
229THE CIGNA GROUP12552310015$4,2090.00%
230CHEWY INCCHWY105$4,1440.00%
231EDGEWELL PERS CARE CO28035Q102100$4,1310.00%
232MOTOROLA SOLUTIONS INCMSI14$4,1060.00%
233DIGITALOCEAN HLDGS INCDOCN100$4,0140.00%
234NETFLIX INCNFLX9$3,9640.00%
235ISHARES INC46434G10380$3,9430.00%
236AVISTA CORPAVA100$3,9270.00%
237VANGUARD INTL EQUITY INDEX F92204271835$3,8670.00%
238INVESCO QQQ TRIVZ10$3,6940.00%
239OFFICE PPTYS INCOME TR67623C109461$3,5500.00%
240KIMBERLY-CLARK CORPKMB25$3,4520.00%
241ENERGIZER HLDGS INC NEWENR100$3,3580.00%
242ALIBABA GROUP HLDG LTDBBAAY40$3,3340.00%
243SHOPIFY INCSHOP50$3,2300.00%
244GE HEALTHCARE TECHNOLOGIES IGEHC39$3,1680.00%
245CROWDSTRIKE HLDGS INCCRWD21$3,0840.00%
246ORGANON & COOGN148$3,0690.00%
247ILLUMINA INCILMN16$3,0000.00%
248ZOETIS INCZTS17$2,9280.00%
249LI-CYCLE HOLDINGS CORP50202P105510$2,8310.00%
250LUCID GROUP INCLCID409$2,8180.00%
251PAYPAL HLDGS INCPYPL42$2,8030.00%
252SPDR DOW JONES INDL AVERAGE78467X1098$2,7510.00%
253TELADOC HEALTH INCTDOC108$2,7350.00%
254UPSTART HLDGS INCUPST75$2,6860.00%
255PHILLIPS 66PSX28$2,6710.00%
256RIO TINTO PLCRTNTF40$2,5540.00%
257DT MIDSTREAM INCDTM50$2,4790.00%
258HALEON PLCHLNCF293$2,4530.00%
259EXELIXIS INCEXEL128$2,4460.00%
260VANGUARD INDEX FDS9229083636$2,4440.00%
261KE HLDGS INCBEKE163$2,4210.00%
262UNITEDHEALTH GROUP INCUNH5$2,4030.00%
263IROBOT CORP46272610053$2,3980.00%
264BARK INCBARKW1,749$2,3260.00%
265INVESCO DB COMMDY INDX TRCKIVZ91$2,0660.00%
266VIATRIS INCVTRS205$2,0460.00%
267FULGENT GENETICS INCFLGT53$1,9630.00%
268LILLY ELI & COLLY4$1,8760.00%
269PPL CORPPPLC69$1,8260.00%
270BLOCK INCBSQKZ25$1,6640.00%
271ESSENTIAL UTILS INC29670G10242$1,6560.00%
272RAMBUS INC DELRMBS25$1,6040.00%
273GXO LOGISTICS INCORPORATEDGXO25$1,5710.00%
274VANGUARD TAX-MANAGED FDS92194385834$1,5700.00%
275PENTAIR PLCPNR23$1,4860.00%
276XPO INCXPO25$1,4750.00%
277TRINITY BIOTECH PLCTRIB1,500$1,4270.00%
278CLOUDFLARE INCNET21$1,3730.00%
279SONY GROUP CORPORATIONSNEJF15$1,3510.00%
280DROPBOX INCDBX50$1,3340.00%
281ROKU INCROKU20$1,2790.00%
282NOVOCURE LTDNVCR30$1,2450.00%
283ALPHABET INCGOOG10$1,1970.00%
284NVENT ELECTRIC PLCNVT23$1,1880.00%
285ISHARES TR46428715012$1,1880.00%
286ROBLOX CORPRBLX29$1,1690.00%
287ISHARES TR46428988333$1,1630.00%
288MAGNA INTL INC55922240120$1,1290.00%
289VODAFONE GROUP PLC NEW92857W308118$1,1150.00%
290XPENG INCXPNGF82$1,1000.00%
291HIMS & HERS HEALTH INCHIMS116$1,0900.00%
292DOCUSIGN INCDOCU21$1,0730.00%
293PINTEREST INCPINS38$1,0390.00%
294HONEYWELL INTL INC4385161065$1,0380.00%
295TWILIO INCTWLO16$1,0180.00%
2963-D SYS CORP DEL88554D205102$1,0130.00%
297AMERICAN TOWER CORP NEW03027X1005$9700.00%
298ISHARES TR4642876306$8450.00%
299KYNDRYL HLDGS INCKD62$8230.00%
300WILLAMETTE VY VINEYARD INC969136100144$8210.00%
301ZOOM VIDEO COMMUNICATIONS INZM12$8150.00%
302SHERWIN WILLIAMS COSHW3$7970.00%
303UNITED AIRLS HLDGS INCUNTCW14$7680.00%
304AFFIRM HLDGS INCAFRM50$7670.00%
305AZEK CO INC05478C10525$7570.00%
306AMERESCO INCAMRC15$7290.00%
307ROBINHOOD MKTS INC77070010272$7190.00%
308BANK NEW YORK MELLON CORP06405810015$6680.00%
309WILLIAMS SONOMA INCWSM5$6260.00%
310EMBECTA CORPEMBC28$6050.00%
311PLUG POWER INCPLUG55$5710.00%
312RXO INCRXO25$5670.00%
313ZUORA INC98983V10650$5490.00%
314SELECT SECTOR SPDR TR81369Y7045$5370.00%
315IDEAL PWR INC45162220345$5310.00%
316BRITISH AMERN TOB PLC11044810716$5310.00%
317CENTERPOINT ENERGY INCCNP18$5250.00%
318SIGMA LITHIUM CORPORATIONSGML13$5240.00%
319AEROVIRONMENT INCAVAV5$5110.00%
320ITAU UNIBANCO HLDG S A46556210683$4900.00%
321STRATASYS LTDSSYS27$4800.00%
322EBAY INC.EBAY10$4470.00%
323ARK ETF TR00214Q10410$4410.00%
324MORGAN STANLEYMS-PQ5$4270.00%
325BRIGHTHOUSE FINL INC10922N1039$4260.00%
326SPDR SER TR78464A8705$4160.00%
327FUELCELL ENERGY INCFCELB182$3930.00%
328FIVERR INTL LTDM4R82T10615$3900.00%
329INVESCO EXCH TRADED FD TR IIIVZ34$3870.00%
330DIGITAL WORLD ACQUISITION CODJTWW30$3770.00%
331HYATT HOTELS CORPH3$3440.00%
332WABTEC9297401083$3310.00%
333VANDA PHARMACEUTICALS INCVNDA50$3300.00%
334MICRON TECHNOLOGY INCMU5$3160.00%
335PARAMOUNT GLOBAL92556H20617$2700.00%
336ABCELLERA BIOLOGICS INCABCL40$2580.00%
337SEQUANS COMMUNICATIONS S ASQNS100$2230.00%
338BEYOND MEAT INCBYND17$2210.00%
339LIGAND PHARMACEUTICALS INCLGNZZ3$2160.00%
340ARK ETF TR00214Q70810$2090.00%
341NOKIA CORPNOKBF50$2080.00%
342GENERAL MTRS CO37045V1005$1930.00%
343SENSEONICS HLDGS INCSENS250$1910.00%
344PELOTON INTERACTIVE INCPTON23$1770.00%
345AMERICAN WELL CORPAMWL77$1620.00%
346PALANTIR TECHNOLOGIES INCPLTR10$1530.00%
347ORION OFFICE REIT INCONL23$1520.00%
348CITIGROUP INCC-PR3$1380.00%
349IQIYI INCIQ25$1340.00%
350AVANOS MED INCAVNS5$1280.00%
351BLADE AIR MOBILITY INCSRTAW25$990.00%
352NIO INCNIOIF10$970.00%
353LARGO INCLGO20$860.00%
354ORION ENERGY SYS INCOESX50$820.00%
355OMNIAB INCOABIW16$800.00%
356COLUMBIA BKG SYS INC1972361023$610.00%
357ORGANOVO HLDGS INC68620A20321$350.00%
358XP INCXP1$230.00%
359INVITAE CORP46185L10315$170.00%