Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001766520

Private Portfolio Partners LLC

Paramus, NJ · File #028-19150

Latest AUM
$543.9M
Positions
299
Top-10 Concentration
55.5%
Filings
17

Sector Allocation

Financials
7.1%$38.6M
Technology
7.1%$38.5M
Healthcare
2.1%$11.5M
Energy
1.5%$8.4M
Industrials
0.8%$4.7M
Materials
0.6%$3.0M
Real Estate
0.1%$831,059
Utilities
0.1%$770,575

Filing History

View all filings →

Top 20 Holdings — Dec 2024

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908736115,010$47.2M12.09%
2VANGUARD INDEX FDS922908744258,379$43.7M11.21%
3VANGUARD INDEX FDS92290859573,864$20.7M5.30%
4ISHARES TR464287440192,984$17.8M4.57%
5SPDR SER TR78468R663181,184$16.6M4.24%
6VANGUARD INTL EQUITY INDEX F922042858375,789$16.5M4.24%
7VANGUARD MUN BD FDS922907746291,128$14.6M3.74%
8VANGUARD INDEX FDS92290861171,868$14.2M3.65%
9APPLE INCAAPL55,689$13.9M3.57%
10ISHARES TR46428761427,721$11.1M2.85%
11ISHARES TR464288885106,534$10.3M2.64%
12MICROSOFT CORPMSFT20,652$8.7M2.23%
13WISDOMTREE TRWT193,359$8.5M2.17%
14VANGUARD INDEX FDS92290836313,273$7.2M1.83%
15INVESCO QQQ TRIVZ13,758$7.0M1.80%
16NVIDIA CORPORATIONNVDA52,208$7.0M1.80%
17SPDR S&P 500 ETF TRSPY11,514$6.7M1.73%
18WISDOMTREE TRWT196,422$6.7M1.73%
19ISHARES TR464288273108,035$6.6M1.68%
20VANGUARD INDEX FDS92290875126,722$6.4M1.65%