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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 2024 · Filed October 15, 2024 · Accession 0001992785-24-000006

Total Value
$249.4M
Positions
349
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (349)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46654Q7241,045,248$63.9M25.62%
2SCHWAB STRATEGIC TR808524797707,211$59.8M23.97%
3ISHARES TR46432F842430,713$33.6M13.48%
4J P MORGAN EXCHANGE TRADED F46641Q118327,055$19.9M7.99%
5AMERICAN CENTY ETF TR025072877155,982$15.0M6.00%
6ISHARES TR46434V449239,003$9.7M3.87%
7NUSHARES ETF TRNU151,780$6.3M2.54%
8ISHARES TR46428750778,843$4.9M1.97%
9APPLE INCAAPL14,510$3.4M1.36%
10NUSHARES ETF TRNU51,813$2.2M0.89%
11NIKE INCNKE18,929$1.7M0.67%
12VANGUARD BD INDEX FDS92193781917,903$1.4M0.56%
13ISHARES TR46434V62116,573$1.0M0.42%
14VANGUARD INDEX FDS9229087445,692$993,6520.40%
15VANGUARD INDEX FDS9229087362,581$990,9230.40%
16VANGUARD BD INDEX FDS92203C30319,335$965,6120.39%
17MICROSOFT CORPMSFT2,087$898,1490.36%
18PIMCO ETF TR72201R8338,472$853,0170.34%
19VANGUARD INDEX FDS9229086373,107$818,0420.33%
20PIMCO ETF TR72201R7188,049$772,3820.31%
21FIRST TR EXCHNG TRADED FD VI33740F88829,897$751,3120.30%
22INVESCO EXCH TRADED FD TR IIIVZ17,340$729,6670.29%
23INVESCO ACTIVELY MANAGED EXCIVZ13,518$678,3340.27%
24ISHARES TR46434V87812,734$646,1430.26%
25VANGUARD INTL EQUITY INDEX F92204285813,434$642,8240.26%
26ISHARES TR4642874656,974$583,2360.23%
27ORACLE CORPORCL-PD2,993$510,0070.20%
28JPMORGAN CHASE & CO.VYLD2,410$508,1220.20%
29FIDELITY MERRIMACK STR TR3161883099,599$448,6570.18%
30ISHARES TR464287200777$448,1890.18%
31JOHNSON & JOHNSONJNJ2,513$407,2780.16%
32SPDR INDEX SHS FDS78463X5417,036$405,7660.16%
33VANGUARD INDEX FDS9229086111,901$381,6830.15%
34PEPSICO INCPEP1,978$336,3720.13%
35VANGUARD INDEX FDS9229085533,450$336,0990.13%
36ISHARES TR4642872346,582$301,8510.12%
37HOME DEPOT INCHD742$300,6580.12%
38VANGUARD INDEX FDS9229087511,247$295,8010.12%
39EXXON MOBIL CORPXOM2,513$294,5650.12%
40COSTCO WHSL CORP NEW22160K105332$294,3000.12%
41ADOBE INCADBE567$293,5810.12%
42CSX CORPCSX8,332$287,6970.12%
43CHEVRON CORP NEWCVX1,916$282,1520.11%
44ISHARES TR4642878792,599$279,8080.11%
45BOSTON SCIENTIFIC CORPBSX3,051$255,6740.10%
46SPDR GOLD TRGLD1,047$254,4840.10%
47ISHARES INC46434G1034,240$243,4180.10%
48CISCO SYS INCCSCO4,489$238,9050.10%
49ABBVIE INCABBV1,131$223,2730.09%
50COCA COLA COKO2,666$191,5770.08%
51STARBUCKS CORPSBUX1,822$177,6270.07%
52PHILIP MORRIS INTL INC7181721091,443$175,1800.07%
53WOODWARD INCWWD984$168,7660.07%
54ENTERPRISE PRODS PARTNERS L2937921075,554$161,6810.06%
55AMAZON COM INCAMZN853$158,9390.06%
56MERCK & CO INCMRK1,394$158,3210.06%
57ISHARES TR4642878041,348$157,6620.06%
58TESLA INCTSLA597$156,1930.06%
59DEERE & CODE371$154,8290.06%
60HUBBELL INCHUBB356$152,4930.06%
61THERMO FISHER SCIENTIFIC INCTMO240$148,4570.06%
62BROADCOM INCAVGO850$146,6250.06%
63CHEMED CORP NEWCHE241$144,8340.06%
64WALMART INCWMT1,726$139,3750.06%
65HERITAGE FINL CORP WASH42722X1066,159$134,0810.05%
66ROPER TECHNOLOGIES INCROP231$128,5380.05%
67TRAVELERS COMPANIES INCTRV536$125,4880.05%
68SAREPTA THERAPEUTICS INCSRPT913$114,0250.05%
69BOEING COBA-PA719$109,3170.04%
70MCDONALDS CORPMCD350$106,5790.04%
71ALPHABET INCGOOG633$104,9870.04%
72RTX CORPORATIONRTX856$103,7130.04%
73VANGUARD INDEX FDS922908769362$102,5160.04%
74NOVARTIS AGNVSEF872$100,2970.04%
75DARDEN RESTAURANTS INCDRI600$98,4780.04%
76PROCTER AND GAMBLE CO742718109559$96,8190.04%
77ISHARES TR46432F339522$93,5950.04%
78BERKSHIRE HATHAWAY INC DELBRK-A200$92,0520.04%
79META PLATFORMS INCMETA158$90,4460.04%
80PFIZER INCPFE3,024$87,5220.04%
81AUTOMATIC DATA PROCESSING INADP313$86,6160.03%
82INTEL CORPINTC3,689$86,5440.03%
83NORTHWEST NAT HLDG CO66765N1052,091$85,3360.03%
84INTERNATIONAL BUSINESS MACHSINTR378$83,5680.03%
85VANGUARD INDEX FDS922908363151$79,6780.03%
86ISHARES SILVER TRSLV2,800$79,5480.03%
87SCHRODINGER INCSDGR4,221$78,3000.03%
88SCHWAB STRATEGIC TR8085247711,073$76,9980.03%
89FIRST SOLAR INCFSLR300$74,8320.03%
90KROGER COKR1,294$74,1460.03%
91COMCAST CORP NEWCCZ1,762$73,5840.03%
92NEXTERA ENERGY INCNEE-PW865$73,1180.03%
93VANGUARD BD INDEX FDS921937835956$71,8370.03%
94SCHWAB STRATEGIC TR8085242011,000$67,8500.03%
95VANGUARD WHITEHALL FDS921946406509$65,2540.03%
96SALESFORCE INCCRM223$61,0370.02%
97ISHARES TR464287655270$59,6400.02%
98SELECT SECTOR SPDR TR81369Y6051,280$58,0100.02%
99ABBOTT LABSABLZF507$57,8030.02%
100EMERSON ELEC COEMR525$57,4190.02%
101RPM INTL INC749685103473$57,2330.02%
102AMGEN INCAMGN175$56,3870.02%
103GENERAL MLS INC370334104757$55,9040.02%
104CARRIER GLOBAL CORPORATIONCARR685$55,1360.02%
105THOMSON REUTERS CORP.TMSOF315$53,7390.02%
106DIMENSIONAL ETF TRUST25434V609942$52,4030.02%
107UNION PAC CORPUNP204$50,3730.02%
108CATERPILLAR INCCAT126$49,2810.02%
109ALTRIA GROUP INCMO950$48,4880.02%
110AIR PRODS & CHEMS INCAIIR162$48,2340.02%
111PORTLAND GEN ELEC CO7365088471,000$47,9000.02%
112VANGUARD STAR FDS921909768698$45,1900.02%
113INVESCO QQQ TRIVZ92$44,9020.02%
114MEDTRONIC PLCMDT474$42,6740.02%
115ANALOG DEVICES INCADI185$42,5810.02%
116KKR & CO INCKKRT325$42,4390.02%
117CAMECO CORPCCJ847$40,4530.02%
118LOCKHEED MARTIN CORPLMT69$40,4500.02%
119APPLIED MATLS INC038222105192$38,7940.02%
120WEYERHAEUSER CO MTN BEWY1,130$38,2620.02%
121VISA INCV135$37,1180.01%
122DIMENSIONAL ETF TRUST25434V7081,070$36,6900.01%
123SYSCO CORPSYY446$34,8150.01%
124CONSOLIDATED EDISON INCED333$34,6750.01%
125SPDR S&P 500 ETF TRSPY60$34,4260.01%
126BECTON DICKINSON & COBDX140$33,7540.01%
127GLOBAL X FDS37954Y7151,039$33,4040.01%
128DOW INCDOW609$33,2700.01%
129WASTE MGMT INC DEL94106L109160$33,2160.01%
130ENOVIX CORPORATIONENVX3,538$33,0450.01%
131KELLANOVABEKE400$32,2840.01%
132ISHARES TR464287168238$32,1690.01%
133UNITEDHEALTH GROUP INCUNH55$32,1570.01%
134VERIZON COMMUNICATIONS INCVZ685$30,7630.01%
135STEEL DYNAMICS INCSTLD231$29,1790.01%
136ONEOK INC NEWOKE304$27,7040.01%
137AT&T INCT-PC1,237$27,2200.01%
138DUPONT DE NEMOURS INCDD304$27,0890.01%
139SOUTHERN COSOMN293$26,4230.01%
140SCHWAB CHARLES CORPSCHW-PJ400$25,9240.01%
141NVIDIA CORPORATIONNVDA210$25,5020.01%
142MANULIFE FINL CORP56501R106850$25,1180.01%
143ENBRIDGE INCENNPF613$24,8940.01%
144ISHARES TR46436E668678$24,8480.01%
145BLACKSTONE INCBX162$24,8070.01%
146MERCADOLIBRE INCMELI12$24,6240.01%
147AMCOR PLCAMCCF2,162$24,4950.01%
1483M COMMM178$24,3150.01%
149ARES CAPITAL CORPARCC1,161$24,3110.01%
150BERKLEY W R CORPWRB-PH421$23,8830.01%
151LINDE PLCLIN50$23,6560.01%
152ISHARES INC464286509565$23,4730.01%
153PUBLIC SVC ENTERPRISE GRP IN744573106262$23,3730.01%
154BNY MELLON ETF TRUST09661T404291$23,0380.01%
155QUALCOMM INCQCOM133$22,6170.01%
156GLOBAL X FDS37954Y855514$22,4050.01%
157TAIWAN SEMICONDUCTOR MFG LTD874039100127$22,0560.01%
158ALPHABET INCGOOG128$21,4000.01%
159ISHARES TR464289859271$21,3850.01%
160MICRON TECHNOLOGY INCMU205$21,2610.01%
161BCE INCBCPPF599$20,8450.01%
162SCHWAB STRATEGIC TR808524300200$20,8360.01%
163COLGATE PALMOLIVE COCL200$20,7620.01%
164FORD MTR CO3453708601,930$20,3810.01%
165M & T BK CORP55261F104110$19,5930.01%
166DOMINION ENERGY INCD339$19,5910.01%
167SABRA HEALTH CARE REIT INCSBRA1,000$18,6100.01%
168PRUDENTIAL FINL INCPUKPF151$18,2860.01%
169FRANKLIN UNVL TR3551451032,413$18,2460.01%
170FORTINET INCFTNT225$17,4490.01%
171OLIN CORPOLN355$17,0290.01%
172INVESCO EXCHANGE TRADED FD TIVZ350$16,6360.01%
173ALPS ETF TR00162Q452347$16,3540.01%
174ISHARES TR464288877280$16,1080.01%
175CHURCH & DWIGHT CO INCCHD153$16,0220.01%
176WELLS FARGO CO NEW949746101280$15,8170.01%
177ILLINOIS TOOL WKS INC45230810960$15,7240.01%
178OSI SYSTEMS INCOSIS100$15,1830.01%
179REALTY INCOME CORPO236$14,9670.01%
180ENPHASE ENERGY INCENPH127$14,3540.01%
181ARM HOLDINGS PLC042068205100$14,3010.01%
182STANLEY BLACK & DECKER INCSWK126$13,8760.01%
183TC ENERGY CORPTRPRF286$13,5990.01%
184VANGUARD CHARLOTTE FDS92203J407263$13,2240.01%
185DTE ENERGY CODTK101$12,9690.01%
186DISNEY WALT CO254687106134$12,9060.01%
187ISHARES TR46435G425100$12,6180.01%
188SHELL PLCRYDAF186$12,2670.00%
189VANGUARD MALVERN FDS922020805246$12,1300.00%
190ZOETIS INCZTS62$12,1140.00%
191ISHARES TR46434V456289$11,9910.00%
192ACCENTURE PLC IRELANDACN33$11,6650.00%
193WEC ENERGY GROUP INCWEC120$11,5420.00%
194SEMPRASREA138$11,5410.00%
195OTIS WORLDWIDE CORPOTIS110$11,4330.00%
196DANAHER CORPORATION23585110241$11,3990.00%
197TARGET CORPTGT73$11,3780.00%
198GE AEROSPACE36960430159$11,1260.00%
199EVERGY INCEVRG164$10,1700.00%
200VANGUARD TAX-MANAGED FDS921943858185$9,7700.00%
201SYNCHRONY FINANCIALSYF-PB193$9,6270.00%
202HEALTHCARE RLTY TR42226K105530$9,6200.00%
203GSK PLCGLAXF234$9,5660.00%
204AMETEK INCAME55$9,4440.00%
205METLIFE INCMET-PF114$9,4030.00%
206PAYCHEX INCPAYX70$9,3930.00%
207DELL TECHNOLOGIES INCDELL79$9,3650.00%
208BP PLCBPPFF296$9,2910.00%
209LI AUTO INCLAAOF362$9,2850.00%
210INVESCO DB COMMDY INDX TRCKIVZ407$9,0640.00%
211INVESCO EXCH TRADED FD TR IIIVZ645$9,0360.00%
212AMERICAN TOWER CORP NEW03027X10037$8,6050.00%
2133-D SYS CORP DEL88554D2052,983$8,4720.00%
214FOUR CORNERS PPTY TR INC35086T109273$8,0020.00%
215ORASURE TECHNOLOGIES INCOSUR1,839$7,8530.00%
216NOVO-NORDISK A SNONOF65$7,7400.00%
217DUKE ENERGY CORP NEWDUKB66$7,6100.00%
218ANTERO MIDSTREAM CORPAM500$7,5250.00%
219CHECK POINT SOFTWARE TECH LTM2246510439$7,5200.00%
220EDGEWELL PERS CARE CO28035Q102200$7,2680.00%
221PTC INCPTC40$7,2260.00%
222UNITED PARCEL SERVICE INCUPS50$6,8170.00%
223VANGUARD INDEX FDS92290862925$6,5960.00%
224CONOCOPHILLIPSCOP61$6,4220.00%
225CITIGROUP INCC-PR102$6,3850.00%
226NETFLIX INCNFLX9$6,3830.00%
227ENERGIZER HLDGS INC NEWENR200$6,3520.00%
228MOTOROLA SOLUTIONS INCMSI14$6,2950.00%
229AMERICAN ELEC PWR CO INC02553710161$6,2590.00%
230ISHARES TR46429B69768$6,2090.00%
231CENTENE CORP DELCNC82$6,1730.00%
232ISHARES TR46432F39630$6,0830.00%
233CORNING INCGLW130$5,8700.00%
234ONE GAS INCOGS76$5,6560.00%
235NLIGHT INCLASR523$5,5910.00%
236WARNER BROS DISCOVERY INCWBD662$5,4620.00%
237AIRBNB INCABNB42$5,3260.00%
238VANGUARD SCOTTSDALE FDS92206C68055$5,3090.00%
239VEEVA SYS INCVEEV25$5,2470.00%
240THE CIGNA GROUP12552310015$5,1970.00%
241MONDELEZ INTL INC60920710569$5,0830.00%
242SCHLUMBERGER LTDSLB120$5,0340.00%
243SOUTHWEST AIRLS CO844741108159$4,7110.00%
244GLOBAL X FDS37954Y624198$4,6490.00%
245VANGUARD INTL EQUITY INDEX F92204271835$4,4090.00%
246FRANKLIN TEMPLETON ETF TRFGDL68$4,3080.00%
247DOLLAR GEN CORP NEW25667710550$4,2290.00%
248CARNIVAL CORPCUKPF226$4,1700.00%
249TFI INTL INC87241L10930$4,1070.00%
250DUTCH BROS INCBROS127$4,0680.00%
251SHOPIFY INCSHOP50$4,0070.00%
252DT MIDSTREAM INCDTM50$3,9330.00%
253AVISTA CORPAVA100$3,8750.00%
254US BANCORP DELUSB-PS83$3,7960.00%
255ALIBABA GROUP HLDG LTDBBAAY35$3,7140.00%
256PHILLIPS 66PSX28$3,6810.00%
257GE VERNOVA INCGEV14$3,5700.00%
258KIMBERLY-CLARK CORPKMB25$3,5570.00%
259ELI LILLY & COLLY4$3,5440.00%
260SPDR DOW JONES INDL AVERAGE78467X1098$3,3850.00%
261EXELIXIS INCEXEL128$3,3220.00%
262KE HLDGS INCBEKE163$3,2450.00%
263ISHARES TR46428830743$3,1380.00%
264HALEON PLCHLNCF293$3,0970.00%
265VIATRIS INCVTRS266$3,0880.00%
266BARK INCBARKW1,749$2,8510.00%
267XPO INCXPO25$2,6880.00%
268J P MORGAN EXCHANGE TRADED F46641Q83750$2,5370.00%
269SIRIUSXM HOLDINGS INC829933100100$2,3650.00%
270PULSE BIOSCIENCES INCPLSE133$2,3330.00%
271PPL CORPPPLC69$2,2830.00%
272PENTAIR PLCPNR23$2,2490.00%
273NORDSTROM INC65566410098$2,2040.00%
274ISHARES TR46428865319$2,0770.00%
275PAYPAL HLDGS INCPYPL25$1,9510.00%
276AFFIRM HLDGS INCAFRM45$1,8370.00%
277GE HEALTHCARE TECHNOLOGIES IGEHC19$1,7830.00%
278WK KELLOGG CO92942W10799$1,6940.00%
279KYNDRYL HLDGS INCKD73$1,6780.00%
280BLOCK INCBSQKZ25$1,6780.00%
281NVENT ELECTRIC PLCNVT23$1,6160.00%
282LUCID GROUP INCLCID454$1,6030.00%
283PG&E CORPPCG-PX80$1,5820.00%
284FORTIVE CORPFTV20$1,5790.00%
285WILLIAMS SONOMA INCWSM10$1,5490.00%
286ISHARES TR46428715012$1,5250.00%
287VERALTO CORPVLTO13$1,4540.00%
288DOORDASH INCDASH10$1,4270.00%
289ROBINHOOD MKTS INC77070010260$1,4050.00%
290GXO LOGISTICS INCORPORATEDGXO25$1,3020.00%
291ISHARES TR46428988333$1,2760.00%
292DROPBOX INCDBX50$1,2720.00%
293PINTEREST INCPINS38$1,2300.00%
294VODAFONE GROUP PLC NEW92857W308118$1,1820.00%
295AZEK CO INC05478C10525$1,1700.00%
296ISHARES TR46428868735$1,1630.00%
297SHERWIN WILLIAMS COSHW3$1,1450.00%
298BANK NEW YORK MELLON CORP06405810015$1,0780.00%
299HONEYWELL INTL INC4385161065$1,0340.00%
300OFFICE PPTYS INCOME TR67623C109461$1,0050.00%
301COINBASE GLOBAL INCCOIN5$8910.00%
302KRAFT HEINZ COKHC23$8080.00%
303UNITED AIRLS HLDGS INCUNTCW14$7990.00%
304INNOVATOR ETFS TRUSTINHD22$7670.00%
305UBER TECHNOLOGIES INCUBER10$7520.00%
306RXO INCRXO25$7000.00%
307SELECT SECTOR SPDR TR81369Y7045$6770.00%
308EBAY INC.EBAY10$6510.00%
309AMERESCO INCAMRC15$5690.00%
310ITAU UNIBANCO HLDG S A46556210683$5520.00%
311CENTERPOINT ENERGY INCCNP18$5300.00%
312MORGAN STANLEYMS-PQ5$5210.00%
313SPDR SER TR78464A8705$4940.00%
314ARK ETF TR00214Q10410$4750.00%
315NOVOCURE LTDNVCR30$4690.00%
316VERTEX PHARMACEUTICALS INCVRTX1$4650.00%
317IROBOT CORP46272610053$4610.00%
318HYATT HOTELS CORPH3$4570.00%
319ROBLOX CORPRBLX10$4430.00%
320ZUORA INC98983V10650$4310.00%
321BRIGHTHOUSE FINL INC10922N1039$4050.00%
322EMBECTA CORPEMBC28$3950.00%
323PALANTIR TECHNOLOGIES INCPLTR10$3720.00%
324WABTEC9297401082$3640.00%
325LIGAND PHARMACEUTICALS INCLGNZZ3$3000.00%
326CHEWY INCCHWY10$2930.00%
327VONTIER CORPORATIONVNT8$2700.00%
328VANDA PHARMACEUTICALS INCVNDA50$2350.00%
329TELADOC HEALTH INCTDOC25$2300.00%
330GENERAL MTRS CO37045V1005$2240.00%
331ZOOM VIDEO COMMUNICATIONS INZM3$2090.00%
332ADIENT PLCADNT9$2030.00%
333PARAMOUNT GLOBAL92556H20617$1810.00%
334LI-CYCLE HOLDINGS CORP50202P20465$1420.00%
335PLUG POWER INCPLUG55$1240.00%
336AVANOS MED INCAVNS5$1200.00%
337PELOTON INTERACTIVE INCPTON23$1080.00%
338ALBEMARLE CORPALB-PA1$950.00%
339ORION OFFICE REIT INCONL23$920.00%
340IQIYI INCIQ25$720.00%
341FUELCELL ENERGY INCFCELB182$690.00%
342NIO INCNIOIF10$670.00%
343SOLID POWER INCSLDPW45$610.00%
344OMNIAB INCOABIW14$590.00%
345ISHARES TR4642882243$440.00%
346LARGO INCLGO20$420.00%
347AMERICAN WELL CORPAMWL3$280.00%
348XP INCXP1$180.00%
349THE BEACHBODY COMPANY INC0734633091$60.00%