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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 Q1 2024 · Filed April 23, 2024 · Accession 0001992785-24-000003

Total Value
$191.0M
Positions
360
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (360)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524797680,082$54.8M28.71%
2J P MORGAN EXCHANGE TRADED F46654Q724551,394$30.9M16.16%
3ISHARES TR46432F842414,660$30.8M16.11%
4AMERICAN CENTY ETF TR025072877244,729$22.9M12.01%
5ISHARES TR46434V449271,311$10.6M5.57%
6NUSHARES ETF TRNU151,235$5.9M3.08%
7APPLE INCAAPL15,678$2.7M1.41%
8NUSHARES ETF TRNU51,226$2.1M1.12%
9FIRST TR EXCHNG TRADED FD VI33740F88848,568$1.2M0.63%
10VANGUARD BD INDEX FDS92193781915,727$1.2M0.62%
11NIKE INCNKE12,414$1.2M0.61%
12ISHARES TR46434V62119,048$1.1M0.58%
13MICROSOFT CORPMSFT2,468$1.0M0.54%
14VANGUARD BD INDEX FDS92203C30318,904$936,7020.49%
15VANGUARD INDEX FDS9229087445,692$926,9990.49%
16FIDELITY MERRIMACK STR TR31618830920,110$911,1840.48%
17PIMCO ETF TR72201R8338,398$844,3420.44%
18VANGUARD INDEX FDS9229086373,207$768,9100.40%
19VANGUARD INDEX FDS9229087362,083$716,9690.38%
20INVESCO ACTIVELY MANAGED ETFIVZ13,469$671,9620.35%
21PIMCO ETF TR72201R7187,027$666,5530.35%
22ISHARES TR46434V87812,703$642,2550.34%
23ISHARES TR4642883078,768$619,7220.32%
24ISHARES TR4642874656,974$556,9440.29%
25ISHARES TR4642878795,088$522,8430.27%
26VANGUARD INTL EQUITY INDEX F92204285812,391$517,5820.27%
27JPMORGAN CHASE & COVYLD2,210$442,6150.23%
28JOHNSON & JOHNSONJNJ2,513$397,5530.21%
29ISHARES TR464287200731$384,3090.20%
30ORACLE CORPORCL-PD3,023$379,7190.20%
31COLUMBIA SPORTSWEAR COCOLM4,655$377,8930.20%
32J P MORGAN EXCHANGE TRADED F46641Q6707,938$370,2680.19%
33VANGUARD INDEX FDS9229086111,901$364,7640.19%
34SPDR INDEX SHS FDS78463X5416,240$361,4830.19%
35PEPSICO INCPEP1,975$345,5760.18%
36CSX CORPCSX8,271$306,6200.16%
37CHEVRON CORP NEWCVX1,913$301,7650.16%
38VANGUARD INDEX FDS9229085533,450$298,3560.16%
39HOME DEPOT INCHD752$288,4670.15%
40ADOBE INCADBE567$286,1080.15%
41VANGUARD INDEX FDS9229087511,247$285,0520.15%
42COSTCO WHSL CORP NEW22160K105376$275,3260.14%
43ISHARES TR4642872346,582$270,3890.14%
44CISCO SYS INCCSCO5,134$256,2380.13%
45EXXON MOBIL CORPXOM2,159$250,9530.13%
46ISHARES INC46434G1034,480$231,1680.12%
47SPDR GOLD TRGLD1,047$215,3890.11%
48BOSTON SCIENTIFIC CORPBSX3,051$208,9630.11%
49MERCK & CO INCMRK1,394$183,9590.10%
50STARBUCKS CORPSBUX1,982$181,1350.09%
51ABBVIE INCABBV922$167,8250.09%
52AMAZON COM INCAMZN913$164,6870.09%
53INTEL CORPINTC3,689$162,9430.09%
54ENTERPRISE PRODS PARTNERS L2937921075,554$162,0700.08%
55WOODWARD INCWWD1,035$159,5140.08%
56CHEMED CORP NEWCHE241$154,7050.08%
57DEERE & CODE371$152,3850.08%
58ISHARES TR4642878041,348$148,9810.08%
59HUBBELL INCHUBB356$147,7580.08%
60THERMO FISHER SCIENTIFIC INCTMO240$139,4900.07%
61BOEING COBA-PA719$138,7600.07%
62PHILIP MORRIS INTL INC7181721091,453$133,1240.07%
63TRAVELERS COMPANIES INCTRV536$123,3550.06%
64WALMART INCWMT1,998$120,2200.06%
65ISHARES TR4642884141,115$119,9740.06%
66HERITAGE FINL CORP WASH42722X1066,159$119,4230.06%
67SAREPTA THERAPEUTICS INCSRPT913$118,1970.06%
68SCHRODINGER INCSDGR4,221$113,9670.06%
69ALPHABET INCGOOG690$104,1420.05%
70TESLA INCTSLA572$100,5520.05%
71DARDEN RESTAURANTS INCDRI600$100,2900.05%
72BROADCOM INCAVGO75$99,4060.05%
73COCA COLA COKO1,594$97,5200.05%
74VANGUARD INDEX FDS922908769361$93,7620.05%
75SCHWAB STRATEGIC TR8085247711,318$88,8200.05%
76ISHARES TR46432F339522$85,7910.04%
77NOVARTIS AGNVSEF872$84,3490.04%
78BERKSHIRE HATHAWAY INC DELBRK-A200$84,1040.04%
79RTX CORPORATIONRTX856$83,4860.04%
80MCDONALDS CORPMCD284$80,0740.04%
81AUTOMATIC DATA PROCESSING INADP313$78,1690.04%
82META PLATFORMS INCMETA158$76,7220.04%
83COMCAST CORP NEWCCZ1,760$76,2970.04%
84KROGER COKR1,294$73,9260.04%
85INTERNATIONAL BUSINESS MACHSINTR378$72,1830.04%
86PFIZER INCPFE2,475$68,6880.04%
87VANGUARD BD INDEX FDS921937835939$68,2190.04%
88SALESFORCE INCCRM223$67,1630.04%
89ISHARES SILVER TRSLV2,800$63,7000.03%
90BLACKROCK INCBLK75$62,5280.03%
91SCHWAB STRATEGIC TR8085242011,000$62,0600.03%
92EMERSON ELEC COEMR525$59,5460.03%
93NEXTERA ENERGY INCNEE-PW925$59,1170.03%
94PROCTER AND GAMBLE CO742718109364$59,0590.03%
95VANGUARD INDEX FDS922908363121$58,1650.03%
96AGILENT TECHNOLOGIES INCA396$57,6220.03%
97ISHARES TR464287655270$56,7810.03%
98RPM INTL INC749685103473$56,2630.03%
99SELECT SECTOR SPDR TR81369Y6051,280$53,9140.03%
100GENERAL MLS INC370334104757$52,9670.03%
101DIMENSIONAL ETF TRUST25434V609942$51,2730.03%
102FIRST SOLAR INCFSLR300$50,6400.03%
103UNION PAC CORPUNP204$50,2610.03%
104THOMSON REUTERS CORP.TMSOF315$49,0860.03%
105KEYSIGHT TECHNOLOGIES INCKEYS304$47,5400.02%
106NORTHWEST NAT HLDG CO66765N1051,264$47,0340.02%
107CATERPILLAR INCCAT126$46,1700.02%
108PORTLAND GEN ELEC CO7365088471,000$42,0000.02%
109VANGUARD STAR FDS921909768690$41,5800.02%
110MEDTRONIC PLCMDT474$41,3090.02%
111CARRIER GLOBAL CORPORATIONCARR685$39,8190.02%
112AIR PRODS & CHEMS INCAIIR162$39,2480.02%
113VISA INCV135$37,6760.02%
114ALTRIA GROUP INCMO850$37,0770.02%
115ROYCE VALUE TR INCRVT2,424$36,7660.02%
116CAMECO CORPCCJ847$36,6920.02%
117ANALOG DEVICES INCADI185$36,5910.02%
118SYSCO CORPSYY446$36,2060.02%
119APPLIED MATLS INC038222105172$35,4720.02%
120DOW INCDOW609$35,2790.02%
121BECTON DICKINSON & COBDX140$34,6430.02%
122DIMENSIONAL ETF TRUST25434V7081,070$34,1870.02%
123WASTE MGMT INC DEL94106L109160$34,1040.02%
124STEEL DYNAMICS INCSTLD230$34,0730.02%
125ABBOTT LABSABLZF298$33,8710.02%
126GLOBAL X FDS37954Y7151,039$33,0510.02%
127KKR & CO INCKKRT325$32,6890.02%
128AT&T INCT-PC1,798$31,6450.02%
129SPDR S&P 500 ETF TRSPY60$31,3840.02%
130LOCKHEED MARTIN CORPLMT68$30,8830.02%
131CONSOLIDATED EDISON INCED333$30,2400.02%
132ISHARES TR464288687911$29,3480.02%
133ISHARES TR464287168238$29,3370.02%
134VERIZON COMMUNICATIONS INCVZ685$28,7430.02%
135ENOVIX CORPORATIONENVX3,538$28,3390.01%
136UNITEDHEALTH GROUP INCUNH55$27,2090.01%
137BNY MELLON ETF TRUST09661T404351$26,5390.01%
138WEYERHAEUSER CO MTN BEWY725$26,0350.01%
139VANGUARD CHARLOTTE FDS92203J407528$25,9720.01%
140FORD MTR CO DEL3453708601,930$25,6300.01%
141NUSHARES ETF TRNU1,151$25,2870.01%
142MORGAN STANLEYMS-PQ265$24,9520.01%
143BERKLEY W R CORPWRB-PH281$24,8520.01%
144ONEOK INC NEWOKE304$24,3720.01%
145ARES CAPITAL CORPARCC1,161$24,1720.01%
146MICRON TECHNOLOGY INCMU205$24,1670.01%
147DUPONT DE NEMOURS INCDD304$23,3080.01%
148GLOBAL X FDS37954Y855514$23,2790.01%
149J P MORGAN EXCHANGE TRADED F46641Q837458$23,1060.01%
150LINDE PLCLIN50$23,0340.01%
151KELLANOVABEKE400$22,9160.01%
152QUALCOMM INCQCOM133$22,5170.01%
153ENBRIDGE INCENNPF613$22,1780.01%
154ISHARES INC464286509565$21,6410.01%
155BLACKSTONE INCBX162$21,2820.01%
156MANULIFE FINL CORP56501R106850$21,2420.01%
157MERCADOLIBRE INCMELI14$21,1670.01%
158OLIN CORPOLN355$20,8690.01%
159AMCOR PLCAMCCF2,162$20,5610.01%
160BCE INCBCPPF599$20,3540.01%
161HANCOCK JOHN PREM DIVID FD41013T1051,721$20,0550.01%
162ISHARES TR464289859271$19,9080.01%
163ALPHABET INCGOOG128$19,4890.01%
164VANGUARD WHITEHALL FDS921946406161$19,4790.01%
165INVESCO LTDIVZ1,155$19,1580.01%
1663M COMMM178$18,8660.01%
167SCHWAB STRATEGIC TR808524300200$18,5440.01%
168COLGATE PALMOLIVE COCL200$18,0100.01%
169PRUDENTIAL FINL INCPUKPF151$17,7270.01%
170VANGUARD TAX-MANAGED FDS921943858335$16,8070.01%
171DOMINION ENERGY INCD339$16,6750.01%
172DISNEY WALT CO254687106134$16,3960.01%
173WELLS FARGO CO NEW949746101280$16,2290.01%
174ILLINOIS TOOL WKS INC45230810960$16,1000.01%
175FRANKLIN UNVL TR3551451032,413$16,0260.01%
176CHURCH & DWIGHT CO INCCHD153$15,9590.01%
177ALPS ETF TR00162Q452325$15,4250.01%
178FORTINET INCFTNT225$15,3700.01%
179ENPHASE ENERGY INCENPH127$15,3640.01%
180ISHARES TR464288877280$15,2320.01%
181GENERAL ELECTRIC CO36960430185$14,9200.01%
182SABRA HEALTH CARE REIT INCSBRA1,000$14,7700.01%
183INVESCO EXCHANGE TRADED FD TIVZ350$14,7460.01%
184OSI SYSTEMS INCOSIS100$14,2820.01%
185TE CONNECTIVITY LTDTEL98$14,2340.01%
186AMGEN INCAMGN50$14,2160.01%
187TAIWAN SEMICONDUCTOR MFG LTD874039100100$13,6050.01%
1883-D SYS CORP DEL88554D2052,983$13,2450.01%
189TARGET CORPTGT73$12,9360.01%
190REALTY INCOME CORPO236$12,7680.01%
191ARM HOLDINGS PLC042068205100$12,4990.01%
192SHELL PLCRYDAF186$12,4690.01%
193VANGUARD MALVERN FDS922020805246$11,7810.01%
194TC ENERGY CORPTRPRF286$11,4970.01%
195ISHARES TR46435G425100$11,4960.01%
196ISHARES TR46434V456289$11,4620.01%
197ACCENTURE PLC IRELANDACN33$11,4380.01%
198DTE ENERGY CODTK101$11,3260.01%
199ORASURE TECHNOLOGIES INCOSUR1,839$11,3100.01%
200ISHARES TR46429B697135$11,2830.01%
201ISHARES TR46432F39660$11,2410.01%
202BP PLCBPPFF296$11,1530.01%
203LI AUTO INCLAAOF362$10,9610.01%
204OTIS WORLDWIDE CORPOTIS110$10,9200.01%
205ZOETIS INCZTS62$10,4910.01%
206DANAHER CORPORATION23585110241$10,2390.01%
207AMETEK INCAME55$10,0600.01%
208GSK PLCGLAXF234$10,0320.01%
209LAM RESEARCH CORPLRCX10$9,9560.01%
210SEMPRASREA138$9,9130.01%
211WEC ENERGY GROUP INCWEC120$9,8540.01%
212ISHARES TR46428761429$9,7740.01%
213ISHARES TR46436E668286$9,7470.01%
214VANGUARD SCOTTSDALE FDS92206C680111$9,6200.01%
215INVESCO EXCH TRADED FD TR IIIVZ645$9,1270.00%
216DELL TECHNOLOGIES INCDELL79$9,0150.00%
217EVERGY INCEVRG164$8,7540.00%
218PAYCHEX INCPAYX70$8,5960.00%
219METLIFE INCMET-PF114$8,4490.00%
220NOVO-NORDISK A SNONOF65$8,3460.00%
221SYNCHRONY FINANCIALSYF-PB193$8,3220.00%
222DOLLAR GEN CORP NEW25667710550$7,8030.00%
223CONOCOPHILLIPSCOP61$7,7640.00%
224EDGEWELL PERS CARE CO28035Q102200$7,7280.00%
225PTC INCPTC40$7,5580.00%
226HEALTHCARE RLTY TR42226K105530$7,5000.00%
227UNITED PARCEL SERVICE INCUPS50$7,4320.00%
228AMERICAN TOWER CORP NEW03027X10037$7,3110.00%
229ANTERO MIDSTREAM CORPAM500$7,0300.00%
230AIRBNB INCABNB42$6,9280.00%
231NLIGHT INCLASR523$6,7990.00%
232FOUR CORNERS PPTY TR INC35086T109273$6,6800.00%
233SCHLUMBERGER LTDSLB120$6,5770.00%
234CENTENE CORP DELCNC82$6,4350.00%
235CHECK POINT SOFTWARE TECH LTM2246510439$6,3960.00%
236DUKE ENERGY CORP NEWDUKB66$6,3830.00%
237ISHARES INC46434G863196$6,3170.00%
238DENTSPLY SIRONA INCXRAY188$6,2520.00%
239VANGUARD INDEX FDS92290862925$6,2470.00%
240ENERGIZER HLDGS INC NEWENR200$5,8880.00%
241VEEVA SYS INCVEEV25$5,7920.00%
242WARNER BROS DISCOVERY INCWBD662$5,7790.00%
243NETFLIX INCNFLX9$5,4660.00%
244THE CIGNA GROUP12552310015$5,4480.00%
245AMERICAN ELEC PWR CO INC02553710161$5,2520.00%
246MOTOROLA SOLUTIONS INCMSI14$4,9700.00%
247ONE GAS INCOGS76$4,9040.00%
248GLOBAL X FDS37954Y624198$4,8910.00%
249INVESCO QQQ TRIVZ11$4,8840.00%
250TFI INTL INC87241L10930$4,7840.00%
251PHILLIPS 66PSX28$4,5740.00%
252SOUTHERN COSOMN60$4,3040.00%
253CORNING INCGLW130$4,2850.00%
254ISHARES TR46428750770$4,2520.00%
255DUTCH BROS INCBROS127$4,1910.00%
256VANGUARD INTL EQUITY INDEX F92204271835$4,0890.00%
257FRANKLIN TEMPLETON ETF TRFGDL68$3,9710.00%
258ISHARES TR46428865337$3,8860.00%
259SIRIUS XM HOLDINGS INCSIRI1,000$3,8800.00%
260SHOPIFY INCSHOP50$3,8590.00%
261US BANCORP DELUSB-PS83$3,7100.00%
262CARNIVAL CORPCUKPF226$3,6870.00%
263AVISTA CORPAVA100$3,5020.00%
264KIMBERLY-CLARK CORPKMB25$3,2340.00%
265SPDR DOW JONES INDL AVERAGE78467X1098$3,1820.00%
266VIATRIS INCVTRS266$3,1760.00%
267ELI LILLY & COLLY4$3,1120.00%
268DT MIDSTREAM INCDTM50$3,0550.00%
269XPO INCXPO25$3,0510.00%
270EXELIXIS INCEXEL128$3,0370.00%
271COINBASE GLOBAL INCCOIN10$2,6510.00%
272ORGANON & COOGN137$2,5760.00%
273ALIBABA GROUP HLDG LTDBBAAY35$2,5330.00%
274HALEON PLCHLNCF293$2,4850.00%
275GE HEALTHCARE TECHNOLOGIES IGEHC27$2,4550.00%
276KE HLDGS INCBEKE163$2,2380.00%
277BARK INCBARKW1,749$2,1690.00%
278INVESCO DB COMMDY INDX TRCKIVZ94$2,1590.00%
279BLOCK INCBSQKZ25$2,1150.00%
280NORDSTROM INC65566410098$1,9860.00%
281PENTAIR PLCPNR23$1,9650.00%
282PPL CORPPPLC69$1,9000.00%
283AFFIRM HLDGS INCAFRM50$1,8630.00%
284WK KELLOGG CO92942W10799$1,8610.00%
285NVENT ELECTRIC PLCNVT23$1,7340.00%
286FORTIVE CORPFTV20$1,7200.00%
287PAYPAL HLDGS INCPYPL25$1,6750.00%
288WILLIAMS SONOMA INCWSM5$1,5880.00%
289KYNDRYL HLDGS INCKD73$1,5880.00%
290EATON CORP PLCETN5$1,5630.00%
291ROBINHOOD MKTS INC77070010272$1,4490.00%
292ISHARES TR46428715012$1,4000.00%
293DOORDASH INCDASH10$1,3770.00%
294GXO LOGISTICS INCORPORATEDGXO25$1,3440.00%
295PG&E CORPPCG-PX80$1,3410.00%
296PINTEREST INCPINS38$1,3170.00%
297AZEK CO INC05478C10525$1,2560.00%
298DROPBOX INCDBX50$1,2150.00%
299ISHARES TR46428988333$1,2150.00%
300LUCID GROUP INCLCID409$1,1660.00%
301PULSE BIOSCIENCES INCPLSE133$1,1580.00%
302VERALTO CORPVLTO13$1,1530.00%
303VODAFONE GROUP PLC NEW92857W308118$1,0500.00%
304SHERWIN WILLIAMS COSHW3$1,0420.00%
305HONEYWELL INTL INC4385161065$1,0260.00%
306SOUTHWEST AIRLS CO84474110834$9920.00%
307OFFICE PPTYS INCOME TR67623C109461$9400.00%
308BANK NEW YORK MELLON CORP06405810015$8640.00%
309UBER TECHNOLOGIES INCUBER10$7700.00%
310ROBLOX CORPRBLX20$7640.00%
311GLOBAL X FDS37954Y87125$7210.00%
312INNOVATOR ETFS TRUSTINHD22$7190.00%
313UNITED AIRLS HLDGS INCUNTCW14$6700.00%
314SELECT SECTOR SPDR TR81369Y7045$6300.00%
315TRINITY BIOTECH PLCTRIB300$6120.00%
316HIMS & HERS HEALTH INCHIMS38$5880.00%
317ITAU UNIBANCO HLDG S A46556210683$5750.00%
318RXO INCRXO25$5470.00%
319EBAY INC.EBAY10$5280.00%
320LI-CYCLE HOLDINGS CORP50202P105510$5250.00%
321CENTERPOINT ENERGY INCCNP18$5130.00%
322ARK ETF TR00214Q10410$5010.00%
323HYATT HOTELS CORPH3$4790.00%
324SPDR SER TR78464A8705$4740.00%
325NOVOCURE LTDNVCR30$4690.00%
326IROBOT CORP46272610053$4640.00%
327BRIGHTHOUSE FINL INC10922N1039$4640.00%
328ZUORA INC98983V10650$4560.00%
329WABTEC9297401083$4400.00%
330VERTEX PHARMACEUTICALS INCVRTX1$4180.00%
331TELADOC HEALTH INCTDOC25$3780.00%
332EMBECTA CORPEMBC28$3720.00%
333VONTIER CORPORATIONVNT8$3630.00%
334AMERESCO INCAMRC15$3620.00%
335ADIENT PLCADNT9$2960.00%
336INNOVATOR ETFS TRUSTINHD8$2640.00%
337PALANTIR TECHNOLOGIES INCPLTR10$2300.00%
338GENERAL MTRS CO37045V1005$2270.00%
339LIGAND PHARMACEUTICALS INCLGNZZ3$2190.00%
340FUELCELL ENERGY INCFCELB182$2170.00%
341VANDA PHARMACEUTICALS INCVNDA50$2060.00%
342PARAMOUNT GLOBAL92556H20617$2000.00%
343ZOOM VIDEO COMMUNICATIONS INZM3$1960.00%
344CITIGROUP INCC-PR3$1900.00%
345PLUG POWER INCPLUG55$1890.00%
346SIGMA LITHIUM CORPORATIONSGML13$1680.00%
347CHEWY INCCHWY10$1590.00%
348ALBEMARLE CORPALB-PA1$1320.00%
349IQIYI INCIQ25$1060.00%
350AVANOS MED INCAVNS5$1000.00%
351PELOTON INTERACTIVE INCPTON23$990.00%
352ORION OFFICE REIT INCONL23$810.00%
353OMNIAB INCOABIW14$760.00%
354BLADE AIR MOBILITY INCSRTAW25$710.00%
355AMERICAN WELL CORPAMWL77$620.00%
356NIO INCNIOIF10$450.00%
357ISHARES TR4642882243$420.00%
358LARGO INCLGO20$330.00%
359XP INCXP1$260.00%
360THE BEACHBODY COMPANY INC0734633091$100.00%