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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 2025 · Filed April 14, 2025 · Accession 0001992785-25-000003

Total Value
$252.9M
Positions
337
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (337)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247972,253,695$63.0M24.92%
2J P MORGAN EXCHANGE TRADED F46654Q7241,055,367$63.0M24.90%
3ISHARES TR46432F842470,377$35.6M14.07%
4J P MORGAN EXCHANGE TRADED F46641Q118349,276$19.6M7.73%
5AMERICAN CENTY ETF TR025072877163,361$14.2M5.63%
6ISHARES TR46434V449221,489$8.8M3.50%
7NUSHARES ETF TRNU154,684$6.3M2.48%
8ISHARES TR464287507102,638$6.0M2.37%
9APPLE INCAAPL14,503$3.2M1.27%
10ISHARES TR46432F33916,083$2.7M1.09%
11NUSHARES ETF TRNU52,400$2.0M0.79%
12NIKE INCNKE18,844$1.2M0.47%
13VANGUARD BD INDEX FDS92193781915,230$1.2M0.46%
14ISHARES TR46434V62116,565$1.0M0.40%
15PIMCO ETF TR72201R58536,310$956,7690.38%
16VANGUARD BD INDEX FDS92203C30317,821$888,4690.35%
17VANGUARD INDEX FDS9229087362,249$833,9740.33%
18PIMCO ETF TR72201R8337,750$779,8060.31%
19MICROSOFT CORPMSFT1,949$731,7330.29%
20VANGUARD INDEX FDS9229086372,731$701,9490.28%
21INVESCO EXCH TRADED FD TR IIIVZ15,607$689,2050.27%
22VANGUARD INDEX FDS9229087443,909$675,2410.27%
23INVESCO ACTIVELY MANAGED EXCIVZ11,994$601,1360.24%
24ISHARES TR4642874656,974$569,9850.23%
25ISHARES TR46434V87811,197$567,6760.22%
26JPMORGAN CHASE & CO.VYLD2,010$492,9940.19%
27COSTCO WHSL CORP NEW22160K105487$460,7020.18%
28J P MORGAN EXCHANGE TRADED F46641Q7617,364$415,8450.16%
29JOHNSON & JOHNSONJNJ2,477$410,7860.16%
30ORACLE CORPORCL-PD2,811$393,0060.16%
31ISHARES TR464287200655$368,0450.15%
32ISHARES TR46435G4252,987$364,1450.14%
33VANGUARD INTL EQUITY INDEX F9220428587,698$348,4080.14%
34VANGUARD INDEX FDS9229086111,841$342,9600.14%
35SPDR INDEX SHS FDS78463X5416,337$337,4450.13%
36CHEVRON CORP NEWCVX1,879$314,2760.12%
37BOSTON SCIENTIFIC CORPBSX3,051$307,7850.12%
38PIMCO ETF TR72201R7183,165$303,7680.12%
39SPDR GOLD TRGLD1,047$301,6830.12%
40EXXON MOBIL CORPXOM2,501$297,4440.12%
41PEPSICO INCPEP1,981$297,0020.12%
42ISHARES TR4642872346,582$287,6330.11%
43CISCO SYS INCCSCO4,619$285,0380.11%
44GLOBAL X FDS37954Y7159,654$274,7530.11%
45FIDELITY MERRIMACK STR TR3161883095,738$261,9400.10%
46HOME DEPOT INCHD682$249,9460.10%
47CSX CORPCSX8,332$245,2050.10%
48PHILIP MORRIS INTL INC7181721091,445$229,3650.09%
49ISHARES INC46434G1034,240$228,8330.09%
50ABBVIE INCABBV1,058$221,5900.09%
51VANGUARD INDEX FDS9229085532,405$217,7490.09%
52ADOBE INCADBE567$217,4620.09%
53ISHARES TR4642878792,126$207,2420.08%
54VANGUARD INDEX FDS922908751857$190,0400.08%
55ENTERPRISE PRODS PARTNERS L2937921075,554$189,6180.07%
56WOODWARD INCWWD984$179,5700.07%
57STARBUCKS CORPSBUX1,780$174,6000.07%
58DEERE & CODE371$174,1290.07%
59INTEL CORPINTC7,505$170,4390.07%
60HERITAGE FINL CORP WASH42722X1066,159$149,8480.06%
61TRAVELERS COMPANIES INCTRV536$141,7510.06%
62ISHARES TR4642878041,348$140,9600.06%
63CHEMED CORP NEWCHE229$140,9080.06%
64ROPER TECHNOLOGIES INCROP231$136,1930.05%
65COCA COLA COKO1,849$132,4250.05%
66WALMART INCWMT1,470$129,0510.05%
67MERCK & CO INCMRK1,394$125,1400.05%
68DARDEN RESTAURANTS INCDRI600$124,6560.05%
69BROADCOM INCAVGO728$121,8890.05%
70BOEING COBA-PA705$120,2380.05%
71THERMO FISHER SCIENTIFIC INCTMO240$119,4240.05%
72HUBBELL INCHUBB356$117,8040.05%
73MCDONALDS CORPMCD350$109,3300.04%
74RTX CORPORATIONRTX821$108,7500.04%
75PROCTER AND GAMBLE CO742718109631$107,5350.04%
76BERKSHIRE HATHAWAY INC DELBRK-A200$106,5160.04%
77VANGUARD INDEX FDS922908769366$100,4950.04%
78TESLA INCTSLA385$99,7770.04%
79NOVARTIS AGNVSEF872$97,2110.04%
80ALPHABET INCGOOG623$96,3410.04%
81INTERNATIONAL BUSINESS MACHSINTR378$93,9930.04%
82QUALCOMM INCQCOM594$91,2440.04%
83NORTHWEST NAT HLDG CO66765N1052,091$89,3450.04%
84KROGER COKR1,294$87,5910.03%
85ELI LILLY & COLLY106$87,3810.03%
86ISHARES SILVER TRSLV2,800$86,7720.03%
87AUTOMATIC DATA PROCESSING INADP284$86,7710.03%
88META PLATFORMS INCMETA148$85,3010.03%
89SCHRODINGER INCSDGR4,221$83,3230.03%
90PFIZER INCPFE3,122$79,1180.03%
91LOCKHEED MARTIN CORPLMT162$72,4490.03%
92VANGUARD INDEX FDS922908363140$71,9470.03%
93VANGUARD BD INDEX FDS921937835974$71,5650.03%
94BLACKROCK INCBLK75$70,9860.03%
95ABBOTT LABSABLZF507$67,2540.03%
96AMAZON COM INCAMZN353$67,1620.03%
97SCHWAB STRATEGIC TR8085242013,000$66,2400.03%
98VANGUARD WHITEHALL FDS921946406509$65,6410.03%
99COMCAST CORP NEWCCZ1,763$65,0640.03%
100SELECT SECTOR SPDR TR81369Y6051,280$63,7570.03%
101EATON VANCE ENHANCED EQUITYETN3,002$63,3420.03%
102CONSOLIDATED EDISON INCED546$60,3820.02%
103SALESFORCE INCCRM223$59,8440.02%
104SAREPTA THERAPEUTICS INCSRPT913$58,2680.02%
105EMERSON ELEC COEMR525$57,5610.02%
106ALTRIA GROUP INCMO952$57,1390.02%
107RPM INTL INC749685103473$54,7170.02%
108AMGEN INCAMGN175$54,5210.02%
109THOMSON REUTERS CORPTMSOF315$54,4260.02%
110ISHARES TR464287655270$53,8620.02%
111UNION PAC CORPUNP210$49,6190.02%
112DIMENSIONAL ETF TRUST25434V609942$48,5040.02%
113AIR PRODS & CHEMS INCAIIR162$47,7770.02%
114VISA INCV136$47,6630.02%
115NEXTERA ENERGY INCNEE-PW648$45,9370.02%
116GENERAL MLS INC370334104757$45,2610.02%
117PORTLAND GEN ELEC CO7365088471,000$44,6000.02%
118VANGUARD STAR FDS921909768712$44,2140.02%
119INVESCO QQQ TRIVZ92$43,1410.02%
120MEDTRONIC PLCMDT474$42,5940.02%
121CATERPILLAR INCCAT126$41,5550.02%
122FIRST SOLAR INCFSLR300$37,9290.01%
123KKR & CO INCKKRT325$37,5730.01%
124DUKE ENERGY CORP NEWDUKB308$37,5670.01%
125ANALOG DEVICES INCADI185$37,3090.01%
126DIMENSIONAL ETF TRUST25434V7081,070$35,2990.01%
127AT&T INCT-PC1,238$35,0020.01%
128CAMECO CORPCCJ847$34,8630.01%
129SPDR S&P 500 ETF TRSPY60$33,5630.01%
130SYSCO CORPSYY446$33,4680.01%
131CARRIER GLOBAL CORPORATIONCARR527$33,4120.01%
132WEYERHAEUSER CO MTN BEWY1,130$33,0860.01%
133KELLANOVABEKE400$32,9960.01%
134BECTON DICKINSON & COBDX140$32,0680.01%
135ISHARES TR464287168238$31,9830.01%
136SCHWAB CHARLES CORPSCHW-PJ400$31,3120.01%
137PRUDENTIAL FINL INCPUKPF275$30,7120.01%
138ONEOK INC NEWOKE304$30,1630.01%
139BERKLEY W R CORPWRB-PH421$29,9580.01%
140STEEL DYNAMICS INCSTLD233$29,1640.01%
141WASTE MGMT INC DEL94106L109125$28,9390.01%
142APPLIED MATLS INC038222105192$27,8630.01%
143ENBRIDGE INCENNPF613$27,1620.01%
144SOUTHERN COSOMN293$26,9410.01%
145SCHWAB STRATEGIC TR8085243001,073$26,8680.01%
146MANULIFE FINL CORP56501R106850$26,4780.01%
1473M COMMM178$26,1220.01%
148ENOVIX CORPORATIONENVX3,538$25,9690.01%
149ISHARES TR46436E668678$23,9930.01%
150SHELL PLCRYDAF324$23,7430.01%
151UNITEDHEALTH GROUP INCUNH45$23,5690.01%
152MERCADOLIBRE INCMELI12$23,4100.01%
153LINDE PLCLIN50$23,0990.01%
154XCEL ENERGY INCXELLL326$23,0780.01%
155NVIDIA CORPORATIONNVDA210$22,7600.01%
156DUPONT DE NEMOURS INCDD304$22,7030.01%
157BLACKSTONE INCBX162$22,6440.01%
158BNY MELLON ETF TRUST09661T404291$22,5120.01%
159VERIZON COMMUNICATIONS INCVZ496$22,4990.01%
160FORTINET INCFTNT225$21,6590.01%
161PUBLIC SVC ENTERPRISE GRP IN744573106262$21,5630.01%
162DOW INCDOW604$21,0920.01%
163TAIWAN SEMICONDUCTOR MFG LTD874039100127$21,0820.01%
164AMCOR PLCAMCCF2,162$20,9710.01%
165WELLS FARGO CO NEW949746101280$20,1010.01%
166ALPHABET INCGOOG128$19,9970.01%
167GLOBAL X FDS37954Y855514$19,9430.01%
168OSI SYSTEMS INCOSIS100$19,4340.01%
169DOMINION ENERGY INCD339$19,0080.01%
170COLGATE PALMOLIVE COCL200$18,7400.01%
171FORD MTR CO3453708601,829$18,3450.01%
172ARES CAPITAL CORPARCC807$17,8830.01%
173MICRON TECHNOLOGY INCMU205$17,8120.01%
174SABRA HEALTH CARE REIT INCSBRA1,000$17,4700.01%
175ALPS ETF TR00162Q452325$16,8810.01%
176CHURCH & DWIGHT CO INCCHD153$16,8440.01%
177ISHARES TR464288877280$16,5030.01%
178INVESCO EXCHANGE TRADED FD TIVZ350$16,1070.01%
179DTE ENERGY CODTK101$13,9650.01%
180TE CONNECTIVITY PLCTEL98$13,8490.01%
181BCE INCBCPPF599$13,7530.01%
182TC ENERGY CORPTRPRF286$13,5020.01%
183WEC ENERGY GROUP INCWEC120$13,0780.01%
184VANGUARD CHARLOTTE FDS92203J407263$12,8400.01%
185DISNEY WALT CO254687106128$12,6670.01%
186VANGUARD MALVERN FDS922020805246$12,2750.00%
187ISHARES TR46434V456289$11,4700.00%
188OTIS WORLDWIDE CORPOTIS110$11,3520.00%
189EVERGY INCEVRG164$11,3080.00%
190PAYCHEX INCPAYX70$10,8000.00%
191ARM HOLDINGS PLC042068205100$10,6790.00%
192UNILEVER PLCUNLYF179$10,6590.00%
193INVESCO DB COMMDY INDX TRCKIVZ463$10,4180.00%
194ACCENTURE PLC IRELANDACN33$10,2970.00%
195SYNCHRONY FINANCIALSYF-PB193$10,2170.00%
196SCHWAB STRATEGIC TR808524771432$10,2000.00%
197BP PLCBPPFF296$10,0020.00%
198SEMPRASREA138$9,8480.00%
199AMETEK INCAME55$9,4680.00%
200VANGUARD TAX-MANAGED FDS921943858185$9,4040.00%
201METLIFE INCMET-PF114$9,1530.00%
202LI AUTO INCLAAOF362$9,1220.00%
203GSK PLCGLAXF234$9,0650.00%
204ANTERO MIDSTREAM CORPAM500$9,0000.00%
205HEALTHCARE RLTY TR42226K105530$8,9570.00%
206CHECK POINT SOFTWARE TECH LTM2246510439$8,8890.00%
207LEIDOS HOLDINGS INCLDOS65$8,7710.00%
208OLIN CORPOLN355$8,6030.00%
209ISHARES TR464289859112$8,5680.00%
210DANAHER CORPORATION23585110241$8,4050.00%
211NETFLIX INCNFLX9$8,3930.00%
212AMERICAN TOWER CORP NEW03027X10037$8,0510.00%
213FOUR CORNERS PPTY TR INC35086T109273$7,8350.00%
214TARGET CORPTGT73$7,6180.00%
215LAM RESEARCH CORPLRCX102$7,4150.00%
216GE AEROSPACE36960430137$7,4060.00%
217CITIGROUP INCC-PR102$7,2410.00%
218DELL TECHNOLOGIES INCDELL79$7,2010.00%
219WARNER BROS DISCOVERY INCWBD662$7,1030.00%
220INVESCO EXCH TRADED FD TR IIIVZ645$6,7980.00%
221AMERICAN ELEC PWR CO INC02553710161$6,6650.00%
222ZOETIS INCZTS40$6,5860.00%
223VANGUARD INDEX FDS92290862925$6,4660.00%
224CONOCOPHILLIPSCOP61$6,4060.00%
225ISHARES TR46429B69768$6,3690.00%
2263-D SYS CORP DEL88554D2052,983$6,3240.00%
227EDGEWELL PERS CARE CO28035Q102200$6,2420.00%
228PTC INCPTC40$6,1980.00%
229ORASURE TECHNOLOGIES INCOSUR1,839$6,1970.00%
230MOTOROLA SOLUTIONS INCMSI14$6,1290.00%
231DUTCH BROS INCBROS98$6,0510.00%
232ENERGIZER HLDGS INC NEWENR200$5,9840.00%
233ILLINOIS TOOL WKS INC45230810924$5,9520.00%
234CORNING INCGLW130$5,9510.00%
235VEEVA SYS INCVEEV25$5,7910.00%
236ONE GAS INCOGS76$5,7450.00%
237UNITED PARCEL SERVICE INCUPS50$5,5000.00%
238VANGUARD SCOTTSDALE FDS92206C68055$5,1030.00%
239SCHLUMBERGER LTDSLB120$5,0160.00%
240CENTENE CORP DELCNC82$4,9780.00%
241DT MIDSTREAM INCDTM50$4,8240.00%
242EXELIXIS INCEXEL128$4,7260.00%
243MONDELEZ INTL INC60920710569$4,6820.00%
244NOVO-NORDISK A SNONOF65$4,5140.00%
245CARNIVAL CORPCUKPF226$4,4070.00%
246DOLLAR GEN CORP NEW25667710550$4,3970.00%
247GE VERNOVA INCGEV14$4,2740.00%
248AVISTA CORPAVA100$4,1870.00%
249GLOBAL X FDS37954Y624198$4,1860.00%
250M & T BK CORP55261F10423$4,1110.00%
251NLIGHT INCLASR523$4,0640.00%
252VANGUARD INTL EQUITY INDEX F92204271835$4,0460.00%
253FRANKLIN TEMPLETON ETF TRFGDL68$3,8620.00%
254BANK AMERICA CORP06050510489$3,7140.00%
255KIMBERLY-CLARK CORPKMB25$3,5560.00%
256US BANCORP DELUSB-PS83$3,5040.00%
257PHILLIPS 66PSX28$3,4570.00%
258SPDR DOW JONES INDL AVERAGE78467X1098$3,3590.00%
259ALIBABA GROUP HLDG LTDBBAAY25$3,3060.00%
260HALEON PLCHLNCF293$3,0120.00%
261XPO INCXPO25$2,6900.00%
262STANLEY BLACK & DECKER INCSWK33$2,5370.00%
263PPL CORPPPLC69$2,4920.00%
264BARK INCBARKW1,749$2,4310.00%
265VIATRIS INCVTRS278$2,4210.00%
266NORDSTROM INC65566410098$2,3960.00%
267TFI INTL INC87241L10930$2,3240.00%
268KYNDRYL HLDGS INCKD73$2,2920.00%
269SIRIUSXM HOLDINGS INC829933100100$2,2550.00%
270PULSE BIOSCIENCES INCPLSE133$2,1400.00%
271PENTAIR PLCPNR23$2,0120.00%
272WK KELLOGG CO92942W10799$1,9730.00%
273ISHARES TR46428865319$1,9710.00%
274DOORDASH INCDASH10$1,8280.00%
275WILLIAMS SONOMA INCWSM10$1,5810.00%
276GE HEALTHCARE TECHNOLOGIES IGEHC19$1,5330.00%
277PG&E CORPPCG-PX88$1,5120.00%
278ISHARES TR46428715012$1,4810.00%
279FORTIVE CORPFTV20$1,4640.00%
280SOUTH BOW CORPSOBO57$1,4550.00%
281BLOCK INCBSQKZ25$1,3580.00%
282DROPBOX INCDBX50$1,3360.00%
283PAYPAL HLDGS INCPYPL20$1,3050.00%
284VERALTO CORPVLTO13$1,2670.00%
285BANK NEW YORK MELLON CORP06405810015$1,2580.00%
286AZEK CO INC05478C10525$1,2220.00%
287NVENT ELECTRIC PLCNVT23$1,2060.00%
288READY CAPITAL CORPRC-PE235$1,1960.00%
289SOUTHWEST AIRLS CO84474110834$1,1420.00%
290VODAFONE GROUP PLC NEW92857W308118$1,1060.00%
291LUCID GROUP INCLCID454$1,0990.00%
292ISHARES TR46428868735$1,0760.00%
293HONEYWELL INTL INC4385161065$1,0590.00%
294SHERWIN WILLIAMS COSHW3$1,0480.00%
295GXO LOGISTICS INCORPORATEDGXO25$9770.00%
296UNITED AIRLS HLDGS INCUNTCW14$9670.00%
297RIVIAN AUTOMOTIVE INCRIVN69$8590.00%
298PALANTIR TECHNOLOGIES INCPLTR10$8440.00%
299INNOVATOR ETFS TRUSTINHD22$7820.00%
300UBER TECHNOLOGIES INCUBER10$7290.00%
301KRAFT HEINZ COKHC23$7000.00%
302EBAY INC.EBAY10$6770.00%
303SELECT SECTOR SPDR TR81369Y7045$6550.00%
304CENTERPOINT ENERGY INCCNP18$6520.00%
305ENPHASE ENERGY INCENPH10$6210.00%
306MORGAN STANLEYMS-PQ5$5830.00%
307NOVOCURE LTDNVCR30$5350.00%
308BRIGHTHOUSE FINL INC10922N1039$5220.00%
309ITAU UNIBANCO HLDG S A46556210691$5010.00%
310VERTEX PHARMACEUTICALS INCVRTX1$4850.00%
311RXO INCRXO25$4780.00%
312ARK ETF TR00214Q10410$4760.00%
313PINTEREST INCPINS15$4650.00%
314SPDR SER TR78464A8705$4060.00%
315WABTEC9297401082$3630.00%
316EMBECTA CORPEMBC28$3570.00%
317CHEWY INCCHWY10$3250.00%
318VONTIER CORPORATIONVNT8$2630.00%
319VANDA PHARMACEUTICALS INCVNDA50$2300.00%
320OFFICE PPTYS INCOME TR67623C109461$2100.00%
321PARAMOUNT GLOBAL92556H20617$2030.00%
322TELADOC HEALTH INCTDOC25$1990.00%
323AMERESCO INCAMRC15$1810.00%
324IROBOT CORP46272610053$1430.00%
325ADIENT PLCADNT9$1160.00%
326PLUG POWER INCPLUG55$740.00%
327ALBEMARLE CORPALB-PA1$720.00%
328IQIYI INCIQ25$570.00%
329PAN AMERN SILVER CORP6979001082$520.00%
330SOLID POWER INCSLDPW45$470.00%
331ST JOE COJOE1$470.00%
332WESTERN DIGITAL CORPWDC1$400.00%
333NIO INCNIOIF10$380.00%
334ISHARES TR4642882243$340.00%
335LARGO INCLGO20$320.00%
336FUELCELL ENERGY INCFCELB6$280.00%
337XP INCXP1$140.00%