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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 Q4 2024 · Filed January 24, 2025 · Accession 0001992785-25-000001

Total Value
$251.0M
Positions
345
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (345)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46654Q7241,038,710$64.4M25.68%
2SCHWAB STRATEGIC TR8085247972,184,978$59.7M23.78%
3ISHARES TR46432F842452,746$31.8M12.68%
4J P MORGAN EXCHANGE TRADED F46641Q118341,282$20.6M8.22%
5AMERICAN CENTY ETF TR025072877160,847$15.5M6.19%
6ISHARES TR46434V449232,626$8.7M3.47%
7NUSHARES ETF TRNU150,630$5.9M2.36%
8ISHARES TR46428750793,672$5.8M2.33%
9APPLE INCAAPL15,667$3.9M1.56%
10ISHARES TR46432F33916,728$3.0M1.19%
11NUSHARES ETF TRNU51,415$2.2M0.86%
12NIKE INCNKE18,929$1.4M0.57%
13VANGUARD BD INDEX FDS92193781915,865$1.2M0.47%
14PIMCO ETF TR72201R58539,948$1.0M0.41%
15ISHARES TR46434V62116,565$1.0M0.40%
16VANGUARD INDEX FDS9229087362,330$956,3250.38%
17VANGUARD BD INDEX FDS92203C30319,099$947,6670.38%
18MICROSOFT CORPMSFT2,087$879,7810.35%
19PIMCO ETF TR72201R8338,590$861,8960.34%
20VANGUARD INDEX FDS9229086372,731$736,5510.29%
21INVESCO ACTIVELY MANAGED EXCIVZ13,745$688,7700.27%
22VANGUARD INDEX FDS9229087444,022$680,9250.27%
23INVESCO EXCH TRADED FD TR IIIVZ16,188$657,8800.26%
24ISHARES TR46434V87812,980$654,6010.26%
25JPMORGAN CHASE & CO.VYLD2,410$577,6430.23%
26ISHARES TR4642874656,974$527,3040.21%
27ORACLE CORPORCL-PD2,878$479,5900.19%
28ISHARES TR464287200698$410,8990.16%
29ISHARES TR46435G4252,987$384,7850.15%
30VANGUARD INDEX FDS9229086111,901$376,7400.15%
31VANGUARD INTL EQUITY INDEX F9220428588,488$373,8120.15%
32JOHNSON & JOHNSONJNJ2,513$363,4490.14%
33J P MORGAN EXCHANGE TRADED F46641Q7616,235$357,0780.14%
34COSTCO WHSL CORP NEW22160K105387$354,6400.14%
35PIMCO ETF TR72201R7183,487$331,2300.13%
36SPDR INDEX SHS FDS78463X5416,344$315,6770.13%
37PEPSICO INCPEP1,978$300,7870.12%
38FIDELITY MERRIMACK STR TR3161883096,440$288,9630.12%
39HOME DEPOT INCHD742$288,6310.12%
40CHEVRON CORP NEWCVX1,917$277,6900.11%
41CISCO SYS INCCSCO4,684$277,2930.11%
42ISHARES TR4642872346,582$275,2590.11%
43BOSTON SCIENTIFIC CORPBSX3,051$272,5150.11%
44EXXON MOBIL CORPXOM2,513$270,3150.11%
45CSX CORPCSX8,332$268,8680.11%
46SPDR GOLD TRGLD1,047$253,5100.10%
47ADOBE INCADBE567$252,1340.10%
48ISHARES TR4642878792,273$246,8710.10%
49TESLA INCTSLA597$241,0920.10%
50ISHARES INC46434G1034,240$221,4130.09%
51VANGUARD INDEX FDS9229085532,405$214,2370.09%
52VANGUARD INDEX FDS922908751857$205,9200.08%
53ABBVIE INCABBV1,131$200,9090.08%
54BROADCOM INCAVGO850$197,0640.08%
55AMAZON COM INCAMZN853$187,1400.07%
56ENTERPRISE PRODS PARTNERS L2937921075,554$174,1780.07%
57PHILIP MORRIS INTL INC7181721091,443$173,6650.07%
58STARBUCKS CORPSBUX1,822$166,2580.07%
59COCA COLA COKO2,666$165,9840.07%
60WOODWARD INCWWD984$163,7570.07%
61DEERE & CODE371$157,1930.06%
62WALMART INCWMT1,726$155,9440.06%
63ISHARES TR4642878041,348$155,3170.06%
64HERITAGE FINL CORP WASH42722X1066,159$150,8960.06%
65HUBBELL INCHUBB356$149,1250.06%
66MERCK & CO INCMRK1,394$138,6910.06%
67TRAVELERS COMPANIES INCTRV536$129,1170.05%
68BOEING COBA-PA715$126,5550.05%
69THERMO FISHER SCIENTIFIC INCTMO240$124,8550.05%
70CHEMED CORP NEWCHE229$121,3240.05%
71ROPER TECHNOLOGIES INCROP231$120,0850.05%
72ALPHABET INCGOOG623$117,9340.05%
73DARDEN RESTAURANTS INCDRI600$112,0140.04%
74SAREPTA THERAPEUTICS INCSRPT913$111,0120.04%
75PROCTER AND GAMBLE CO742718109631$105,7870.04%
76VANGUARD INDEX FDS922908769364$105,5840.04%
77MCDONALDS CORPMCD350$101,4620.04%
78RTX CORPORATIONRTX856$99,0560.04%
79META PLATFORMS INCMETA158$92,5110.04%
80AUTOMATIC DATA PROCESSING INADP313$91,6240.04%
81BERKSHIRE HATHAWAY INC DELBRK-A200$90,6560.04%
82NOVARTIS AGNVSEF872$84,8540.03%
83VANGUARD INDEX FDS922908363157$84,5930.03%
84INTERNATIONAL BUSINESS MACHSINTR378$83,0960.03%
85NORTHWEST NAT HLDG CO66765N1052,091$82,7190.03%
86SCHRODINGER INCSDGR4,221$81,4230.03%
87PFIZER INCPFE3,024$80,2340.03%
88KROGER COKR1,294$79,1280.03%
89LOCKHEED MARTIN CORPLMT162$78,5580.03%
90BLACKROCK INCBLK75$76,8830.03%
91SALESFORCE INCCRM223$74,5560.03%
92INTEL CORPINTC3,689$73,9640.03%
93ISHARES SILVER TRSLV2,800$73,7240.03%
94VANGUARD BD INDEX FDS921937835968$69,6310.03%
95SCHWAB STRATEGIC TR8085242013,000$69,5400.03%
96COMCAST CORP NEWCCZ1,762$66,1430.03%
97EMERSON ELEC COEMR525$65,0630.03%
98VANGUARD WHITEHALL FDS921946406509$64,9430.03%
99SELECT SECTOR SPDR TR81369Y6051,280$61,8620.02%
100ISHARES TR464287655270$59,6590.02%
101RPM INTL INC749685103473$58,2070.02%
102ABBOTT LABSABLZF507$57,3470.02%
103FIRST SOLAR INCFSLR300$52,8720.02%
104DIMENSIONAL ETF TRUST25434V609942$52,4320.02%
105THOMSON REUTERS CORPTMSOF315$50,5200.02%
106NEXTERA ENERGY INCNEE-PW698$50,0400.02%
107ALTRIA GROUP INCMO950$49,6760.02%
108CONSOLIDATED EDISON INCED546$48,7200.02%
109GENERAL MLS INC370334104757$48,2740.02%
110KKR & CO INCKKRT325$48,0710.02%
111UNION PAC CORPUNP210$47,9730.02%
112INVESCO QQQ TRIVZ92$47,0330.02%
113AIR PRODS & CHEMS INCAIIR162$46,9860.02%
114CARRIER GLOBAL CORPORATIONCARR685$46,7580.02%
115CATERPILLAR INCCAT126$45,7080.02%
116AMGEN INCAMGN175$45,6120.02%
117PORTLAND GEN ELEC CO7365088471,000$43,6200.02%
118CAMECO CORPCCJ847$43,5270.02%
119VISA INCV135$42,6650.02%
120VANGUARD STAR FDS921909768710$41,8320.02%
121ANALOG DEVICES INCADI185$39,3050.02%
122ENOVIX CORPORATIONENVX3,538$38,4580.02%
123MEDTRONIC PLCMDT474$37,8630.02%
124DIMENSIONAL ETF TRUST25434V7081,070$37,0110.01%
125SPDR S&P 500 ETF TRSPY60$35,1650.01%
126SYSCO CORPSYY446$34,1010.01%
127GLOBAL X FDS37954Y7151,039$33,1960.01%
128DUKE ENERGY CORP NEWDUKB308$33,1840.01%
129PRUDENTIAL FINL INCPUKPF275$32,5960.01%
130KELLANOVABEKE400$32,3880.01%
131WASTE MGMT INC DEL94106L109160$32,2860.01%
132WEYERHAEUSER CO MTN BEWY1,130$31,8100.01%
133BECTON DICKINSON & COBDX140$31,7620.01%
134ISHARES TR464287168238$31,2690.01%
135APPLIED MATLS INC038222105192$31,2250.01%
136ONEOK INC NEWOKE304$30,5220.01%
137SCHWAB CHARLES CORPSCHW-PJ400$29,6040.01%
138NVIDIA CORPORATIONNVDA210$28,2010.01%
139AT&T INCT-PC1,237$28,1780.01%
140BLACKSTONE INCBX162$27,9320.01%
141UNITEDHEALTH GROUP INCUNH55$27,8220.01%
142VERIZON COMMUNICATIONS INCVZ685$27,3930.01%
143STEEL DYNAMICS INCSTLD232$26,4920.01%
144MANULIFE FINL CORP56501R106850$26,1040.01%
145ENBRIDGE INCENNPF613$26,0100.01%
146ARES CAPITAL CORPARCC1,161$25,4140.01%
147TAIWAN SEMICONDUCTOR MFG LTD874039100127$25,0810.01%
148BERKLEY W R CORPWRB-PH421$24,6370.01%
149ALPHABET INCGOOG128$24,3760.01%
150DOW INCDOW604$24,2390.01%
151ISHARES TR46436E668678$24,2190.01%
152SOUTHERN COSOMN293$24,1200.01%
153DUPONT DE NEMOURS INCDD304$23,1800.01%
1543M COMMM178$22,9610.01%
155ISHARES INC464286509565$22,7830.01%
156SCHWAB STRATEGIC TR808524300800$22,2960.01%
157PUBLIC SVC ENTERPRISE GRP IN744573106262$22,1360.01%
158FORTINET INCFTNT225$21,2580.01%
159BNY MELLON ETF TRUST09661T404291$21,0770.01%
160GLOBAL X FDS37954Y855514$20,9610.01%
161LINDE PLCLIN50$20,7690.01%
162M & T BK CORP55261F104110$20,6810.01%
163ISHARES TR464289859267$20,4550.01%
164QUALCOMM INCQCOM133$20,4310.01%
165MERCADOLIBRE INCMELI12$20,4050.01%
166AMCOR PLCAMCCF2,162$20,3440.01%
167SHELL PLCRYDAF324$20,2990.01%
168WELLS FARGO CO NEW949746101280$19,6670.01%
169FORD MTR CO3453708601,930$19,1070.01%
170DOMINION ENERGY INCD339$18,2590.01%
171COLGATE PALMOLIVE COCL200$18,1820.01%
172FRANKLIN UNVL TR3551451032,413$17,6430.01%
173INVESCO EXCHANGE TRADED FD TIVZ350$17,4860.01%
174SABRA HEALTH CARE REIT INCSBRA1,000$17,3200.01%
175MICRON TECHNOLOGY INCMU205$17,2530.01%
176OSI SYSTEMS INCOSIS100$16,7430.01%
177CHURCH & DWIGHT CO INCCHD153$16,0210.01%
178ALPS ETF TR00162Q452325$15,6520.01%
179ILLINOIS TOOL WKS INC45230810960$15,2140.01%
180DISNEY WALT CO254687106134$14,9400.01%
181ISHARES TR464288877280$14,6920.01%
182TE CONNECTIVITY PLCTEL98$14,0110.01%
183BCE INCBCPPF599$13,8850.01%
184TC ENERGY CORPTRPRF286$13,3080.01%
185VANGUARD CHARLOTTE FDS92203J407263$12,9000.01%
186SYNCHRONY FINANCIALSYF-PB193$12,5450.00%
187ARM HOLDINGS PLC042068205100$12,3360.00%
188DTE ENERGY CODTK101$12,1960.00%
189SEMPRASREA138$12,1050.00%
190OLIN CORPOLN355$11,9960.00%
191VANGUARD MALVERN FDS922020805246$11,9110.00%
192ACCENTURE PLC IRELANDACN33$11,6090.00%
193WEC ENERGY GROUP INCWEC120$11,2850.00%
194ISHARES TR46434V456289$10,7280.00%
195SCHWAB STRATEGIC TR808524771432$10,2300.00%
196OTIS WORLDWIDE CORPOTIS110$10,1870.00%
197UNILEVER PLCUNLYF179$10,1490.00%
198ZOETIS INCZTS62$10,1020.00%
199EVERGY INCEVRG164$10,0940.00%
200AMETEK INCAME55$9,9140.00%
201INVESCO DB COMMDY INDX TRCKIVZ463$9,8990.00%
202TARGET CORPTGT73$9,8680.00%
203PAYCHEX INCPAYX70$9,8150.00%
2043-D SYS CORP DEL88554D2052,983$9,7840.00%
205DANAHER CORPORATION23585110241$9,4120.00%
206LEIDOS HOLDINGS INCLDOS65$9,3640.00%
207METLIFE INCMET-PF114$9,3340.00%
208DELL TECHNOLOGIES INCDELL79$9,1040.00%
209HEALTHCARE RLTY TR42226K105530$8,9840.00%
210VANGUARD TAX-MANAGED FDS921943858185$8,8470.00%
211BP PLCBPPFF296$8,7500.00%
212ENPHASE ENERGY INCENPH127$8,7220.00%
213LI AUTO INCLAAOF362$8,6840.00%
214NETFLIX INCNFLX9$8,0220.00%
215GSK PLCGLAXF234$7,9140.00%
216ANTERO MIDSTREAM CORPAM500$7,5450.00%
217INVESCO EXCH TRADED FD TR IIIVZ645$7,4630.00%
218FOUR CORNERS PPTY TR INC35086T109273$7,4090.00%
219LAM RESEARCH CORPLRCX102$7,3670.00%
220PTC INCPTC40$7,3550.00%
221CHECK POINT SOFTWARE TECH LTM2246510439$7,2810.00%
222CITIGROUP INCC-PR102$7,1800.00%
223WARNER BROS DISCOVERY INCWBD662$6,9970.00%
224ENERGIZER HLDGS INC NEWENR200$6,9780.00%
225AMERICAN TOWER CORP NEW03027X10037$6,7860.00%
226EDGEWELL PERS CARE CO28035Q102200$6,7200.00%
227DUTCH BROS INCBROS127$6,6520.00%
228ORASURE TECHNOLOGIES INCOSUR1,839$6,6390.00%
229VANGUARD INDEX FDS92290862925$6,6030.00%
230MOTOROLA SOLUTIONS INCMSI14$6,4710.00%
231UNITED PARCEL SERVICE INCUPS50$6,3050.00%
232CORNING INCGLW130$6,1780.00%
233GE AEROSPACE36960430137$6,1710.00%
234CONOCOPHILLIPSCOP61$6,0490.00%
235ISHARES TR46429B69768$6,0380.00%
236VANGUARD SCOTTSDALE FDS92206C68055$5,6820.00%
237AMERICAN ELEC PWR CO INC02553710161$5,6260.00%
238CARNIVAL CORPCUKPF226$5,6230.00%
239NOVO-NORDISK A SNONOF65$5,5910.00%
240AIRBNB INCABNB42$5,5190.00%
241NLIGHT INCLASR523$5,4860.00%
242SOUTHWEST AIRLS CO844741108159$5,3460.00%
243ONE GAS INCOGS76$5,2630.00%
244VEEVA SYS INCVEEV25$5,2560.00%
245DT MIDSTREAM INCDTM50$4,9720.00%
246CENTENE CORP DELCNC82$4,9680.00%
247SHOPIFY INCSHOP45$4,7850.00%
248GE VERNOVA INCGEV14$4,6050.00%
249SCHLUMBERGER LTDSLB120$4,6010.00%
250FRANKLIN TEMPLETON ETF TRFGDL68$4,5460.00%
251GLOBAL X FDS37954Y624198$4,5460.00%
252EXELIXIS INCEXEL128$4,2620.00%
253THE CIGNA GROUP12552310015$4,1420.00%
254MONDELEZ INTL INC60920710569$4,1210.00%
255TFI INTL INC87241L10930$4,0530.00%
256VANGUARD INTL EQUITY INDEX F92204271835$4,0070.00%
257US BANCORP DELUSB-PS83$3,9700.00%
258BANK AMERICA CORP06050510488$3,8680.00%
259DOLLAR GEN CORP NEW25667710550$3,7910.00%
260AVISTA CORPAVA100$3,6630.00%
261SPDR DOW JONES INDL AVERAGE78467X1098$3,4040.00%
262VIATRIS INCVTRS266$3,3120.00%
263XPO INCXPO25$3,2790.00%
264KIMBERLY-CLARK CORPKMB25$3,2760.00%
265BARK INCBARKW1,749$3,2180.00%
266PHILLIPS 66PSX28$3,1900.00%
267ELI LILLY & COLLY4$3,0880.00%
268ALIBABA GROUP HLDG LTDBBAAY35$2,9680.00%
269HALEON PLCHLNCF293$2,7930.00%
270AFFIRM HLDGS INCAFRM45$2,7410.00%
271STANLEY BLACK & DECKER INCSWK33$2,6500.00%
272KYNDRYL HLDGS INCKD73$2,5260.00%
273NORDSTROM INC65566410098$2,3670.00%
274PULSE BIOSCIENCES INCPLSE133$2,3160.00%
275PENTAIR PLCPNR23$2,3150.00%
276SIRIUSXM HOLDINGS INC829933100100$2,2800.00%
277PPL CORPPPLC69$2,2400.00%
278ROBINHOOD MKTS INC77070010260$2,2360.00%
279BLOCK INCBSQKZ25$2,1250.00%
280ISHARES TR46428865319$1,8910.00%
281WILLIAMS SONOMA INCWSM10$1,8520.00%
282FIRST TR EXCHNG TRADED FD VI33740F88874$1,8240.00%
283WK KELLOGG CO92942W10799$1,7810.00%
284PG&E CORPPCG-PX88$1,7760.00%
285PAYPAL HLDGS INCPYPL20$1,7070.00%
286DOORDASH INCDASH10$1,6780.00%
287NVENT ELECTRIC PLCNVT23$1,5680.00%
288ISHARES TR46428715012$1,5620.00%
289DROPBOX INCDBX50$1,5020.00%
290FORTIVE CORPFTV20$1,5000.00%
291GE HEALTHCARE TECHNOLOGIES IGEHC19$1,4850.00%
292LUCID GROUP INCLCID454$1,3710.00%
293UNITED AIRLS HLDGS INCUNTCW14$1,3590.00%
294SOUTH BOW CORPSOBO57$1,3430.00%
295VERALTO CORPVLTO13$1,3240.00%
296COINBASE GLOBAL INCCOIN5$1,2420.00%
297AZEK CO INC05478C10525$1,1870.00%
298BANK NEW YORK MELLON CORP06405810015$1,1520.00%
299HONEYWELL INTL INC4385161065$1,1290.00%
300PINTEREST INCPINS38$1,1020.00%
301ISHARES TR46428868735$1,1000.00%
302GXO LOGISTICS INCORPORATEDGXO25$1,0880.00%
303SHERWIN WILLIAMS COSHW3$1,0200.00%
304VODAFONE GROUP PLC NEW92857W308118$1,0020.00%
305NOVOCURE LTDNVCR30$8940.00%
306INNOVATOR ETFS TRUSTINHD22$7850.00%
307PALANTIR TECHNOLOGIES INCPLTR10$7560.00%
308KRAFT HEINZ COKHC23$7060.00%
309SELECT SECTOR SPDR TR81369Y7045$6590.00%
310MORGAN STANLEYMS-PQ5$6290.00%
311EBAY INC.EBAY10$6200.00%
312UBER TECHNOLOGIES INCUBER10$6030.00%
313RXO INCRXO25$5960.00%
314ROBLOX CORPRBLX10$5790.00%
315EMBECTA CORPEMBC28$5780.00%
316CENTERPOINT ENERGY INCCNP18$5710.00%
317ARK ETF TR00214Q10410$5680.00%
318ZUORA INC98983V10650$4960.00%
319OFFICE PPTYS INCOME TR67623C109461$4610.00%
320SPDR SER TR78464A8705$4500.00%
321BRIGHTHOUSE FINL INC10922N1039$4320.00%
322ITAU UNIBANCO HLDG S A46556210683$4120.00%
323IROBOT CORP46272610053$4110.00%
324VERTEX PHARMACEUTICALS INCVRTX1$4030.00%
325WABTEC9297401082$3790.00%
326AMERESCO INCAMRC15$3520.00%
327CHEWY INCCHWY10$3350.00%
328VONTIER CORPORATIONVNT8$2920.00%
329ZOOM COMMUNICATIONS INCZM3$2450.00%
330VANDA PHARMACEUTICALS INCVNDA50$2400.00%
331TELADOC HEALTH INCTDOC25$2270.00%
332PELOTON INTERACTIVE INCPTON23$2000.00%
333PARAMOUNT GLOBAL92556H20617$1780.00%
334ADIENT PLCADNT9$1550.00%
335PLUG POWER INCPLUG55$1170.00%
336LI-CYCLE HOLDINGS CORP50202P20465$1160.00%
337ALBEMARLE CORPALB-PA1$860.00%
338SOLID POWER INCSLDPW45$850.00%
339FUELCELL ENERGY INCFCELB6$540.00%
340IQIYI INCIQ25$500.00%
341NIO INCNIOIF10$440.00%
342LARGO INCLGO20$340.00%
343ISHARES TR4642882243$340.00%
344AMERICAN WELL CORPAMWL3$220.00%
345XP INCXP1$120.00%