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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 Q2 2024 · Filed July 17, 2024 · Accession 0001992785-24-000004

Total Value
$230.4M
Positions
353
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (353)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46654Q7241,029,959$60.3M26.18%
2SCHWAB STRATEGIC TR808524797696,126$54.1M23.50%
3ISHARES TR46432F842417,089$30.3M13.15%
4J P MORGAN EXCHANGE TRADED F46641Q118320,336$18.1M7.88%
5AMERICAN CENTY ETF TR025072877153,916$13.8M5.99%
6ISHARES TR46434V449259,139$10.0M4.35%
7NUSHARES ETF TRNU152,585$5.8M2.50%
8ISHARES TR46428750767,905$4.0M1.72%
9APPLE INCAAPL14,054$3.0M1.28%
10NUSHARES ETF TRNU51,619$2.0M0.88%
11NIKE INCNKE18,434$1.4M0.60%
12VANGUARD BD INDEX FDS92193781916,968$1.3M0.55%
13MICROSOFT CORPMSFT2,404$1.1M0.47%
14ISHARES TR46434V62117,418$1.0M0.44%
15VANGUARD BD INDEX FDS92203C30320,093$995,0160.43%
16VANGUARD INDEX FDS9229087445,692$913,0540.40%
17VANGUARD INDEX FDS9229087362,421$905,4780.39%
18PIMCO ETF TR72201R8338,966$902,4350.39%
19VANGUARD INDEX FDS9229086373,207$800,5310.35%
20FIRST TR EXCHNG TRADED FD VI33740F88831,082$759,9550.33%
21POWERSHARES ACTIVELY MANAGEDIVZ14,577$727,4030.32%
22PIMCO ETF TR72201R7187,499$709,9020.31%
23ISHARES TR46434V87813,792$696,9200.30%
24INVESCO EXCH TRADED FD TR IIIVZ16,240$670,7120.29%
25VANGUARD INTL EQUITY INDEX F92204285812,708$556,0860.24%
26ISHARES TR4642874656,974$546,2730.24%
27JPMORGAN CHASE & CO.VYLD2,410$487,3980.21%
28ORACLE CORPORCL-PD3,023$426,8480.19%
29FIDELITY MERRIMACK STR TR3161883099,193$413,0410.18%
30ISHARES TR464287200737$403,3090.18%
31SPDR INDEX SHS FDS78463X5416,583$367,6610.16%
32JOHNSON & JOHNSONJNJ2,513$367,3200.16%
33VANGUARD INDEX FDS9229086111,901$346,9710.15%
34PEPSICO INCPEP1,977$326,0490.14%
35COSTCO WHSL CORP NEW22160K105376$319,5050.14%
36ADOBE INCADBE567$314,9910.14%
37CHEVRON CORP NEWCVX1,914$299,4450.13%
38VANGUARD INDEX FDS9229085533,450$288,9720.13%
39ISHARES TR4642872346,582$280,3270.12%
40CSX CORPCSX8,302$277,7150.12%
41VANGUARD INDEX FDS9229087511,247$271,8960.12%
42EXXON MOBIL CORPXOM2,159$248,5350.11%
43ISHARES TR4642878792,465$239,7710.10%
44BOSTON SCIENTIFIC CORPBSX3,051$234,9580.10%
45CISCO SYS INCCSCO4,796$227,8580.10%
46ISHARES INC46434G1034,240$226,9670.10%
47SPDR GOLD TRGLD1,047$225,1150.10%
48HOME DEPOT INCHD650$223,7560.10%
49MERCK & CO INCMRK1,394$172,5970.07%
50WOODWARD INCWWD984$171,5900.07%
51AMAZON COM INCAMZN853$164,8420.07%
52ENTERPRISE PRODS PARTNERS L2937921075,554$160,9590.07%
53ABBVIE INCABBV922$158,0750.07%
54STARBUCKS CORPSBUX1,982$154,2990.07%
55COCA COLA COKO2,344$149,1940.06%
56SAREPTA THERAPEUTICS INCSRPT913$144,2540.06%
57ISHARES TR4642878041,348$143,7780.06%
58DEERE & CODE371$138,6170.06%
59BROADCOM INCAVGO85$136,4700.06%
60PHILIP MORRIS INTL INC7181721091,343$136,0860.06%
61WALMART INCWMT1,998$135,2850.06%
62THERMO FISHER SCIENTIFIC INCTMO240$132,7200.06%
63BOEING COBA-PA719$130,8650.06%
64CHEMED CORP NEWCHE241$130,7620.06%
65HUBBELL INCHUBB356$130,1110.06%
66ISHARES TR4642884141,115$118,8030.05%
67TESLA INCTSLA597$118,1340.05%
68ALPHABET INCGOOG633$115,3030.05%
69INTEL CORPINTC3,689$114,2480.05%
70HERITAGE FINL CORP WASH42722X1066,159$111,0470.05%
71TRAVELERS COMPANIES INCTRV536$108,9900.05%
72VANGUARD INDEX FDS922908769361$96,5080.04%
73NOVARTIS AGNVSEF872$92,8330.04%
74DARDEN RESTAURANTS INCDRI600$90,7920.04%
75ISHARES TR46432F339522$89,1370.04%
76RTX CORPORATIONRTX856$85,9340.04%
77SCHRODINGER INCSDGR4,221$81,6340.04%
78BERKSHIRE HATHAWAY INC DELBRK-A200$81,3600.04%
79META PLATFORMS INCMETA158$79,6670.03%
80AUTOMATIC DATA PROCESSING INADP313$74,7100.03%
81ISHARES SILVER TRSLV2,800$74,3960.03%
82MCDONALDS CORPMCD284$72,3750.03%
83SCHWAB STRATEGIC TR8085247711,073$71,8700.03%
84PFIZER INCPFE2,475$69,2580.03%
85COMCAST CORP NEWCCZ1,761$68,9530.03%
86VANGUARD BD INDEX FDS921937835948$68,2880.03%
87FIRST SOLAR INCFSLR300$67,6380.03%
88NEXTERA ENERGY INCNEE-PW925$65,4990.03%
89INTERNATIONAL BUSINESS MACHSINTR378$65,3750.03%
90KROGER COKR1,294$64,6090.03%
91SCHWAB STRATEGIC TR8085242011,000$64,2500.03%
92VANGUARD WHITEHALL FDS921946406509$60,3670.03%
93PROCTER AND GAMBLE CO742718109364$60,0310.03%
94BLACKROCK INCBLK75$59,0490.03%
95EMERSON ELEC COEMR525$57,8340.03%
96SALESFORCE INCCRM223$57,3330.02%
97ISHARES TR464287655270$54,7800.02%
98ENOVIX CORPORATIONENVX3,538$54,6970.02%
99AMGEN INCAMGN175$54,6790.02%
100THOMSON REUTERS CORP.TMSOF315$53,1000.02%
101SELECT SECTOR SPDR TR81369Y6051,280$52,6210.02%
102AGILENT TECHNOLOGIES INCA396$51,3330.02%
103RPM INTL INC749685103473$50,9330.02%
104VANGUARD INDEX FDS922908363101$50,5130.02%
105DIMENSIONAL ETF TRUST25434V609942$48,8620.02%
106GENERAL MLS INC370334104757$47,8880.02%
107UNION PAC CORPUNP204$46,2410.02%
108NORTHWEST NAT HLDG CO66765N1051,264$45,6470.02%
109INVESCO QQQ TRIVZ92$44,0780.02%
110PORTLAND GEN ELEC CO7365088471,000$43,2400.02%
111CARRIER GLOBAL CORPORATIONCARR685$43,2100.02%
112ANALOG DEVICES INCADI185$42,2280.02%
113CATERPILLAR INCCAT126$41,9710.02%
114VANGUARD STAR FDS921909768695$41,9130.02%
115AIR PRODS & CHEMS INCAIIR162$41,8040.02%
116CAMECO CORPCCJ847$41,6720.02%
117KEYSIGHT TECHNOLOGIES INCKEYS304$41,5720.02%
118APPLIED MATLS INC038222105172$40,5900.02%
119ALTRIA GROUP INCMO850$38,7180.02%
120MEDTRONIC PLCMDT474$37,3090.02%
121VISA INCV135$35,4330.02%
122DIMENSIONAL ETF TRUST25434V7081,070$34,4970.01%
123KKR & CO INCKKRT325$34,2030.01%
124WASTE MGMT INC DEL94106L109160$34,1340.01%
125BECTON DICKINSON & COBDX140$32,7190.01%
126SPDR S&P 500 ETF TRSPY60$32,6530.01%
127DOW INCDOW609$32,3070.01%
128LOCKHEED MARTIN CORPLMT69$32,1470.01%
129GLOBAL X FDS37954Y7151,039$32,0530.01%
130SYSCO CORPSYY446$31,8400.01%
131ABBOTT LABSABLZF298$30,9650.01%
132STEEL DYNAMICS INCSTLD231$29,8650.01%
133CONSOLIDATED EDISON INCED333$29,7770.01%
134SCHWAB CHARLES CORPSCHW-PJ400$29,4760.01%
135ISHARES TR464287168238$28,8130.01%
136VERIZON COMMUNICATIONS INCVZ685$28,2490.01%
137UNITEDHEALTH GROUP INCUNH55$28,0090.01%
138MICRON TECHNOLOGY INCMU205$26,9640.01%
139QUALCOMM INCQCOM133$26,4910.01%
140NVIDIA CORPORATIONNVDA210$25,9430.01%
141ONEOK INC NEWOKE304$24,7910.01%
142DUPONT DE NEMOURS INCDD304$24,4690.01%
143FORD MTR CO DEL3453708601,930$24,2020.01%
144ARES CAPITAL CORPARCC1,161$24,1950.01%
145AT&T INCT-PC1,237$23,6400.01%
146ALPHABET INCGOOG128$23,4780.01%
147KELLANOVABEKE400$23,0720.01%
148MERCADOLIBRE INCMELI14$23,0080.01%
149MANULIFE FINL CORP56501R106850$22,6270.01%
150BERKLEY W R CORPWRB-PH281$22,0810.01%
151ENBRIDGE INCENNPF613$21,8170.01%
152LINDE PLCLIN50$21,7680.01%
153BNY MELLON ETF TRUST09661T404291$21,6550.01%
154AMCOR PLCAMCCF2,162$21,1440.01%
155ISHARES INC464286509565$20,9690.01%
156WEYERHAEUSER CO MTN BEWY725$20,5830.01%
157ISHARES TR464289859271$20,2650.01%
158SCHWAB STRATEGIC TR808524300200$20,1680.01%
159BLACKSTONE INCBX162$20,0560.01%
160GLOBAL X FDS37954Y855514$19,9480.01%
161COLGATE PALMOLIVE COCL200$19,4080.01%
162BCE INCBCPPF599$19,3900.01%
1633M COMMM178$18,1760.01%
164PRUDENTIAL FINL INCPUKPF151$17,6960.01%
165TAIWAN SEMICONDUCTOR MFG LTD874039100100$17,3810.01%
166OLIN CORPOLN355$16,7340.01%
167WELLS FARGO CO NEW949746101280$16,6290.01%
168DOMINION ENERGY INCD339$16,6110.01%
169FRANKLIN UNVL TR3551451032,413$16,4360.01%
170ARM HOLDINGS PLC042068205100$16,3620.01%
171SPDR SER TR78468R200525$16,1960.01%
172INVESCO EXCHANGE TRADED FD TIVZ350$16,0130.01%
173CHURCH & DWIGHT CO INCCHD153$15,8630.01%
174ALPS ETF TR00162Q452325$15,5940.01%
175SABRA HEALTH CARE REIT INCSBRA1,000$15,4000.01%
176J P MORGAN EXCHANGE TRADED F46641Q837305$15,3930.01%
177ISHARES TR464288877280$14,8510.01%
178TE CONNECTIVITY LTDTEL98$14,7420.01%
179ILLINOIS TOOL WKS INC45230810960$14,2180.01%
180OSI SYSTEMS INCOSIS100$13,7520.01%
181FORTINET INCFTNT225$13,5610.01%
182SHELL PLCRYDAF186$13,4250.01%
183DISNEY WALT CO254687106134$13,3050.01%
184VANGUARD CHARLOTTE FDS92203J407263$12,8000.01%
185ENPHASE ENERGY INCENPH127$12,6630.01%
186REALTY INCOME CORPO236$12,4660.01%
187VANGUARD MALVERN FDS922020805246$11,9410.01%
188ISHARES TR46435G425100$11,9320.01%
189ISHARES TR46434V456289$11,2850.00%
190DTE ENERGY CODTK101$11,2120.00%
191LAM RESEARCH CORPLRCX10$10,9350.00%
192DELL TECHNOLOGIES INCDELL79$10,8950.00%
193TC ENERGY CORPTRPRF286$10,8390.00%
194TARGET CORPTGT73$10,8070.00%
195ZOETIS INCZTS62$10,7480.00%
196BP PLCBPPFF296$10,6860.00%
197OTIS WORLDWIDE CORPOTIS110$10,5890.00%
198SEMPRASREA138$10,4960.00%
199ISHARES TR46436E668299$10,3700.00%
200DANAHER CORPORATION23585110241$10,2440.00%
201ACCENTURE PLC IRELANDACN33$10,0130.00%
202WEC ENERGY GROUP INCWEC120$9,4150.00%
203GE AEROSPACE36960430159$9,3790.00%
204NOVO-NORDISK A SNONOF65$9,2780.00%
205AMETEK INCAME55$9,1690.00%
2063-D SYS CORP DEL88554D2052,983$9,1580.00%
207VANGUARD TAX-MANAGED FDS921943858185$9,1430.00%
208SYNCHRONY FINANCIALSYF-PB193$9,1080.00%
209GSK PLCGLAXF234$9,0090.00%
210HEALTHCARE RLTY TR42226K105530$8,7340.00%
211INVESCO EXCH TRADED FD TR IIIVZ645$8,7200.00%
212EVERGY INCEVRG164$8,6870.00%
213PAYCHEX INCPAYX70$8,2990.00%
214EDGEWELL PERS CARE CO28035Q102200$8,0380.00%
215METLIFE INCMET-PF114$8,0020.00%
216ORASURE TECHNOLOGIES INCOSUR1,839$7,8340.00%
217ANTERO MIDSTREAM CORPAM500$7,3700.00%
218PTC INCPTC40$7,2670.00%
219AMERICAN TOWER CORP NEW03027X10037$7,1920.00%
220CONOCOPHILLIPSCOP61$6,9770.00%
221UNITED PARCEL SERVICE INCUPS50$6,8430.00%
222FOUR CORNERS PPTY TR INC35086T109273$6,7350.00%
223DUKE ENERGY CORP NEWDUKB66$6,6150.00%
224DOLLAR GEN CORP NEW25667710550$6,6120.00%
225LI AUTO INCLAAOF362$6,4730.00%
226CHECK POINT SOFTWARE TECH LTM2246510439$6,4350.00%
227AIRBNB INCABNB42$6,3680.00%
228NETFLIX INCNFLX9$6,0740.00%
229VANGUARD INDEX FDS92290862925$6,0530.00%
230ENERGIZER HLDGS INC NEWENR200$5,9080.00%
231ISHARES TR46432F39630$5,8460.00%
232NLIGHT INCLASR523$5,7160.00%
233ISHARES TR46429B69768$5,7090.00%
234SCHLUMBERGER LTDSLB120$5,6620.00%
235CENTENE CORP DELCNC82$5,4370.00%
236MOTOROLA SOLUTIONS INCMSI14$5,4050.00%
237AMERICAN ELEC PWR CO INC02553710161$5,3520.00%
238DUTCH BROS INCBROS127$5,2580.00%
239VANGUARD SCOTTSDALE FDS92206C68055$5,1600.00%
240CORNING INCGLW130$5,0510.00%
241THE CIGNA GROUP12552310015$4,9590.00%
242WARNER BROS DISCOVERY INCWBD662$4,9250.00%
243ONE GAS INCOGS76$4,8530.00%
244SOUTHERN COSOMN60$4,6540.00%
245GLOBAL X FDS37954Y624198$4,6510.00%
246VEEVA SYS INCVEEV25$4,5750.00%
247SOUTHWEST AIRLS CO844741108159$4,5490.00%
248TFI INTL INC87241L10930$4,3550.00%
249FRANKLIN TEMPLETON ETF TRFGDL68$4,3030.00%
250CARNIVAL CORPCUKPF226$4,2240.00%
251VANGUARD INTL EQUITY INDEX F92204271835$4,1120.00%
252PHILLIPS 66PSX28$3,9530.00%
253ELI LILLY & COLLY4$3,6220.00%
254DT MIDSTREAM INCDTM50$3,5520.00%
255AVISTA CORPAVA100$3,4610.00%
256KIMBERLY-CLARK CORPKMB25$3,4550.00%
257SHOPIFY INCSHOP50$3,3030.00%
258US BANCORP DELUSB-PS83$3,2950.00%
259BARK INCBARKW1,749$3,1660.00%
260SPDR DOW JONES INDL AVERAGE78467X1098$3,1290.00%
261ISHARES TR46428830743$2,9130.00%
262EXELIXIS INCEXEL128$2,8760.00%
263SIRIUS XM HOLDINGS INCSIRI1,000$2,8300.00%
264VIATRIS INCVTRS266$2,8280.00%
265XPO INCXPO25$2,6540.00%
266ALIBABA GROUP HLDG LTDBBAAY35$2,5200.00%
267HALEON PLCHLNCF293$2,4180.00%
268GE VERNOVA INCGEV14$2,4010.00%
269KE HLDGS INCBEKE163$2,3060.00%
270INVESCO DB COMMDY INDX TRCKIVZ97$2,2530.00%
271COINBASE GLOBAL INCCOIN10$2,2220.00%
272NORDSTROM INC65566410098$2,0800.00%
273ISHARES TR46428865319$1,9510.00%
274KYNDRYL HLDGS INCKD73$1,9210.00%
275PPL CORPPPLC69$1,9080.00%
276PENTAIR PLCPNR23$1,7630.00%
277NVENT ELECTRIC PLCNVT23$1,7620.00%
278PINTEREST INCPINS38$1,6750.00%
279WK KELLOGG CO92942W10799$1,6300.00%
280BLOCK INCBSQKZ25$1,6120.00%
281EATON CORP PLCETN5$1,5680.00%
282AFFIRM HLDGS INCAFRM50$1,5110.00%
283PULSE BIOSCIENCES INCPLSE133$1,4880.00%
284FORTIVE CORPFTV20$1,4820.00%
285GE HEALTHCARE TECHNOLOGIES IGEHC19$1,4800.00%
286PAYPAL HLDGS INCPYPL25$1,4510.00%
287ISHARES TR46428715012$1,4420.00%
288WILLIAMS SONOMA INCWSM5$1,4120.00%
289PG&E CORPPCG-PX80$1,3970.00%
290ROBINHOOD MKTS INC77070010260$1,3630.00%
291GXO LOGISTICS INCORPORATEDGXO25$1,2630.00%
292VERALTO CORPVLTO13$1,2410.00%
293ISHARES TR46428988333$1,2190.00%
294LUCID GROUP INCLCID454$1,1850.00%
295DROPBOX INCDBX50$1,1240.00%
296ISHARES TR46428868735$1,1040.00%
297DOORDASH INCDASH10$1,0880.00%
298HONEYWELL INTL INC4385161065$1,0680.00%
299AZEK CO INC05478C10525$1,0530.00%
300VODAFONE GROUP PLC NEW92857W308118$1,0470.00%
301OFFICE PPTYS INCOME TR67623C109461$9400.00%
302BANK NEW YORK MELLON CORP06405810015$8980.00%
303SHERWIN WILLIAMS COSHW3$8950.00%
304ROBLOX CORPRBLX20$7440.00%
305INNOVATOR ETFS TRUSTINHD22$7410.00%
306UBER TECHNOLOGIES INCUBER10$7270.00%
307GLOBAL X FDS37954Y87125$7240.00%
308UNITED AIRLS HLDGS INCUNTCW14$6810.00%
309RXO INCRXO25$6540.00%
310SELECT SECTOR SPDR TR81369Y7045$6090.00%
311CENTERPOINT ENERGY INCCNP18$5580.00%
312EBAY INC.EBAY10$5370.00%
313NOVOCURE LTDNVCR30$5140.00%
314ZUORA INC98983V10650$4970.00%
315MORGAN STANLEYMS-PQ5$4860.00%
316ITAU UNIBANCO HLDG S A46556210683$4850.00%
317IROBOT CORP46272610053$4830.00%
318VERTEX PHARMACEUTICALS INCVRTX1$4690.00%
319SPDR SER TR78464A8705$4640.00%
320HYATT HOTELS CORPH3$4560.00%
321ARK ETF TR00214Q10410$4400.00%
322AMERESCO INCAMRC15$4320.00%
323LI-CYCLE HOLDINGS CORP50202P20465$4240.00%
324BRIGHTHOUSE FINL INC10922N1039$3900.00%
325EMBECTA CORPEMBC28$3500.00%
326WABTEC9297401082$3160.00%
327VONTIER CORPORATIONVNT8$3060.00%
328VANDA PHARMACEUTICALS INCVNDA50$2830.00%
329CHEWY INCCHWY10$2720.00%
330PALANTIR TECHNOLOGIES INCPLTR10$2530.00%
331LIGAND PHARMACEUTICALS INCLGNZZ3$2530.00%
332TELADOC HEALTH INCTDOC25$2450.00%
333GENERAL MTRS CO37045V1005$2320.00%
334ADIENT PLCADNT9$2220.00%
335CITIGROUP INCC-PR3$1900.00%
336ZOOM VIDEO COMMUNICATIONS INZM3$1780.00%
337PARAMOUNT GLOBAL92556H20617$1770.00%
338SIGMA LITHIUM CORPORATIONSGML13$1560.00%
339PLUG POWER INCPLUG55$1280.00%
340FUELCELL ENERGY INCFCELB182$1160.00%
341AVANOS MED INCAVNS5$1000.00%
342ALBEMARLE CORPALB-PA1$960.00%
343IQIYI INCIQ25$920.00%
344ORION OFFICE REIT INCONL23$830.00%
345PELOTON INTERACTIVE INCPTON23$780.00%
346SOLID POWER INCSLDPW45$740.00%
347OMNIAB INCOABIW14$530.00%
348NIO INCNIOIF10$420.00%
349ISHARES TR4642882243$400.00%
350LARGO INCLGO20$370.00%
351AMERICAN WELL CORPAMWL77$250.00%
352XP INCXP1$180.00%
353THE BEACHBODY COMPANY INC0734633091$80.00%