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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

BAR HARBOR WEALTH MANAGEMENT

Quarter ended Q3 2023 · Filed August 9, 2023 · Accession 0001035463-23-000004

Total Value
$1.30B
Positions
258
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1SELECT SECTOR SPDR81369Y803484,718$84.3M6.46%
2Apple IncAAPL282,031$54.7M4.19%
3iShares ETFs/USA464287226449,445$44.0M3.38%
4ISHARES46428720098,082$43.7M3.35%
5Johnson & JohnsonJNJ247,413$41.0M3.14%
6Eli Lilly & CoLLY80,510$37.8M2.89%
7MICROSOFT CORPMSFT87,746$29.9M2.29%
8Novo Holdings A/SNONOF149,189$24.1M1.85%
9BlackRock Fund Advisors46428750787,335$22.8M1.75%
10SELECT SECTOR SPDR81369Y407131,863$22.4M1.72%
11BlackRock Fund Advisors464288638431,415$21.8M1.67%
12BlackRock Fund Advisors464288646430,342$21.6M1.66%
13Costco Wholesale Corp22160K10538,241$20.6M1.58%
14SELECT SECTOR SPDR81369Y209154,483$20.5M1.57%
15BlackRock Fund Advisors464287804204,674$20.4M1.56%
16Exxon Mobil CorpXOM180,318$19.3M1.48%
17Vanguard ETF/USA921943858377,479$17.4M1.34%
18Chevron CorpCVX106,653$16.8M1.29%
19State Street Global Advisors Inc81369Y704155,249$16.7M1.28%
20Merck & Co IncMRK138,573$16.0M1.23%
21Abbott LaboratoriesABLZF145,994$15.9M1.22%
22UTD PARCEL SERVUPS86,967$15.6M1.20%
23SELECT SECTOR SPDR81369Y605426,169$14.4M1.10%
24Procter & Gamble Co/The74271810990,462$13.7M1.05%
25Berkshire Hathaway IncBRK-A39,832$13.6M1.04%
26Caterpillar IncCAT52,161$12.8M0.98%
27JPMorgan Chase & CoVYLD87,883$12.8M0.98%
28Invesco Capital Management LLCIVZ34,481$12.7M0.98%
29SELECT SECTOR SPDR81369Y308168,477$12.5M0.96%
30AUTOMATIC DATA PROCESSINGADP54,586$12.0M0.92%
31ALPHABET INCGOOG99,259$11.9M0.91%
32Bar Harbor Bankshares066849100473,923$11.7M0.90%
33PEPSICO INCPEP62,635$11.6M0.89%
34COLGATE-PALMOLIVECL148,758$11.5M0.88%
35Brown & Brown IncBRO161,374$11.1M0.85%
36Amazon.com IncAMZN83,593$10.9M0.84%
37AbbVie IncABBV80,445$10.8M0.83%
38Nelnet IncNNI102,556$9.9M0.76%
39Texas Pacific Land CorpTPL7,368$9.7M0.74%
40PACCAR INCPCAR114,777$9.6M0.74%
41Pfizer IncPFE260,136$9.5M0.73%
42Sysco CorpSYY127,213$9.4M0.72%
43Booz Allen Hamilton Holding CoBAH79,393$8.9M0.68%
44Walmart IncWMT55,825$8.8M0.67%
45Grupo Aeroportuario del Surest40051E20230,574$8.5M0.65%
46NEXTERA ENERGYNEE-PW112,353$8.3M0.64%
47Home Depot Inc/TheHD26,642$8.3M0.63%
48ISHARES46428724276,162$8.2M0.63%
49Nuveen Closed-End Funds/USANU940,974$8.2M0.63%
50PARKER-HANNIFINPH20,805$8.1M0.62%
51BARRICK GOLD CORP067901108473,637$8.0M0.61%
52TJX Cos Inc/The87254010993,566$7.9M0.61%
53INTL BUSINESS MCHNINTR58,916$7.9M0.60%
54Medtronic PLCMDT87,856$7.7M0.59%
55MASTERCARD INCMA19,216$7.6M0.58%
56Air Products and Chemicals IncAIIR25,226$7.6M0.58%
57Danaher Corp23585110230,089$7.2M0.55%
58SELECT SECTOR SPDR81369Y50684,995$6.9M0.53%
59Perrigo Co PLCPRGO199,950$6.8M0.52%
60EMERSON ELECTRICEMR68,771$6.2M0.48%
61UnitedHealth Group IncUNH12,538$6.0M0.46%
62VANGUARD ETF/USA922042858147,880$6.0M0.46%
63SANDSTORM GOLD LTD80013R2061,157,628$5.9M0.45%
64VERIZON COMMUNVZ153,676$5.7M0.44%
65MCDONALD'S CORPMCD18,483$5.5M0.42%
66NIKE INCNKE49,367$5.4M0.42%
67EQUITY COMMONWEALTH294628201208,524$5.3M0.41%
68BlackRock Fund Advisors46428715054,111$5.3M0.41%
69Thermo Fisher Scientific IncTMO9,785$5.1M0.39%
70CISCO SYSTEMSCSCO95,730$5.0M0.38%
71BAKER HUGHES INCBKR154,867$4.9M0.38%
723M CoMMM48,734$4.9M0.37%
73Accenture PLCACN15,512$4.8M0.37%
74WASTE MANAGEMENT94106L10927,312$4.7M0.36%
75SSgA Funds Management Inc81369Y85271,108$4.6M0.35%
76ZIMMER HLDGS INCZBH31,040$4.5M0.35%
77Adobe IncADBE8,939$4.4M0.34%
78CHUBB LIMITED COMCB22,058$4.2M0.33%
79VANGUARD ETF/USA92206C40955,328$4.2M0.32%
80SSgA Funds Management IncSPY9,180$4.1M0.31%
81American Tower Corp03027X10020,636$4.0M0.31%
82BALL CORPBALL68,225$4.0M0.30%
83Coca-Cola Co/TheKO64,564$3.9M0.30%
84L3Harris Technologies IncLHX19,782$3.9M0.30%
85Lam Research CorpLRCX5,900$3.8M0.29%
86ISHARES TRUST46428717635,098$3.8M0.29%
87INTERCONTINENTAL EXCHANGE45866F10433,077$3.7M0.29%
88Alphabet IncGOOG30,484$3.7M0.28%
89FEDEX CORPFDX14,785$3.7M0.28%
90Walt Disney Co/The25468710640,612$3.6M0.28%
91Comcast CorpCCZ82,384$3.4M0.26%
92ASML HOLDING NVASMLF4,570$3.3M0.25%
93Timken Co/TheTKR35,904$3.3M0.25%
94BK OF AMERICA CORP060505104113,982$3.3M0.25%
95VISA INCV13,580$3.2M0.25%
96Kinder Morgan IncEP-PC184,027$3.2M0.24%
97ON Semiconductor CorpON32,271$3.1M0.23%
98DOMINION RES(VIR)D56,308$2.9M0.22%
99Intel CorpINTC84,719$2.8M0.22%
100Amphenol Corp03209510133,167$2.8M0.22%
101Vanguard ETF/USA92290862912,658$2.8M0.21%
102CSX CORPCSX78,818$2.7M0.21%
103STARBUCKS CORPSBUX26,733$2.6M0.20%
104Unilever PLCUNLYF48,615$2.5M0.19%
105SELECT SECTOR SPDR81369Y88638,349$2.5M0.19%
106Walgreens Boots Alliance Inc93142710887,913$2.5M0.19%
107State Street Global Advisors Inc81369Y86066,065$2.5M0.19%
108LOWE'S COS INC54866110710,865$2.5M0.19%
109AvalonBay Communities IncAWX12,861$2.4M0.19%
110QUALCOMM IncQCOM20,356$2.4M0.19%
111GSK PLCGLAXF67,092$2.4M0.18%
112BRISTOL-MYRS SQUIBCELG-RI37,119$2.4M0.18%
113SELECT SECTOR SPDR81369Y10027,325$2.3M0.17%
114Eaton Corp PLCETN11,231$2.3M0.17%
115BECTON DICKINSONBDX8,420$2.2M0.17%
116Booking Holdings IncBKNG814$2.2M0.17%
117Raytheon Technologies CorpRTX21,938$2.1M0.16%
118CORNING INCGLW58,747$2.1M0.16%
119AUTOZONE INCAZO809$2.0M0.15%
120ISHARES46428755614,949$1.9M0.15%
121iShares ETFs/USA46428746525,123$1.8M0.14%
122ROCKWELL AUTOMATIONROK5,424$1.8M0.14%
123SALESFORCE.COM INCCRM8,413$1.8M0.14%
124Norfolk Southern Corp6558441087,716$1.7M0.13%
125GENERAL MILLS INC37033410421,605$1.7M0.13%
126NVIDIA CorpNVDA3,832$1.6M0.12%
127Valero Energy CorpVLO13,668$1.6M0.12%
128GE HealthCare Technologies IncGEHC19,638$1.6M0.12%
129TEXAS INSTRUMENTS8825081048,670$1.6M0.12%
130Linde PLCLIN4,093$1.6M0.12%
131Dollar Tree IncDLTR10,684$1.5M0.12%
132ARISTA NETWORKS INCANET9,247$1.5M0.11%
133TRACTOR SUPPLY COTSCO6,678$1.5M0.11%
134Union Pacific CorpUNP7,095$1.5M0.11%
135KIMBERLY-CLARK CPKMB10,048$1.4M0.11%
136AMETEK IncAME8,531$1.4M0.11%
137SSGA Funds Management Inc78464A76311,018$1.4M0.10%
138AT&T INCT-PC84,291$1.3M0.10%
139KELLOGG COBEKE19,539$1.3M0.10%
140ILLINOIS TOOL WKS4523081095,092$1.3M0.10%
141ISHARES TR46428723431,672$1.3M0.10%
142Honeywell International Inc4385161065,984$1.2M0.10%
143Aon PLCAON3,582$1.2M0.09%
144ISHARES TRUST46428851315,665$1.2M0.09%
145Akamai Technologies IncAKAM12,265$1.1M0.08%
146Dow IncDOW19,148$1.0M0.08%
147Brookfield Renewable PartnersBEPC31,356$988,3420.08%
148ISHARES46428718436,094$981,3960.08%
149DuPont de Nemours IncDD13,588$970,7270.07%
150Lockheed Martin CorpLMT2,102$967,7190.07%
151ROPER INDUSTRIES INCROP1,974$949,0990.07%
152Genuine Parts CoGPC5,545$938,3800.07%
153MARSH & MCLENNAN5717481024,716$886,9850.07%
154CINTAS CORPCTAS1,743$866,4110.07%
155APPLIED MATERIALS0382221055,829$842,5230.06%
156ISHARES4642871687,387$836,9470.06%
157CDW Corp/DECDW4,507$827,0350.06%
158American Water Works Co Inc0304201035,633$804,1110.06%
159ECOLAB INCECL4,233$790,2590.06%
160Target CorpTGT5,794$764,2280.06%
161S&P Global IncSPGI1,892$758,4840.06%
162Capri Holdings LtdCPRI20,711$743,3180.06%
163Ulta Beauty IncULTA1,575$741,1880.06%
164BlackRock IncBLK1,055$729,1530.06%
165YUM BRANDS INCYUM5,170$716,3040.05%
166DEERE & CODE1,756$711,5140.05%
167ORACLE CORPORCL-PD5,834$694,7710.05%
168BlackRock Fund Advisors46428868722,238$687,8220.05%
169ISHARES4642873099,514$670,5460.05%
170Amgen IncAMGN2,961$657,4020.05%
171ISHARES46428678016,065$639,0660.05%
172Synopsys IncSNPS1,462$636,5690.05%
173VANGUARD9229083631,555$633,3210.05%
174PHILIP MORRIS INTL7181721096,429$627,5990.05%
175Dover CorpDOV4,232$624,8550.05%
176Marathon Petroleum CorpMARA5,112$596,0590.05%
177ADVANCED MICRO DEVAMD5,068$577,2960.04%
178ISHARES4642876552,949$552,2600.04%
179Broadcom IncAVGO625$542,1440.04%
180ALBEMARLE CORPALB-PA2,421$540,1010.04%
181Phillips 66PSX5,551$529,4540.04%
182MOODYS CORPMCO1,488$517,4070.04%
183CHARLES SCHWAB INVESTMENT MANAGEMENT INC8085247977,000$508,3400.04%
184CVS Health CorpCVS7,284$503,5430.04%
185OGE Energy CorpOGE13,704$492,1100.04%
186Southern Co/TheSOMN6,752$474,3280.04%
187STATE STREET ETF/USAMDY988$473,1630.04%
188BlackRock Fund Advisors4642874996,439$470,2400.04%
189WISDOMTREE ASSET MANAGEMENT INCWT10,035$468,7350.04%
190CARRIER GLOBAL CORPCARR9,344$464,4900.04%
191Schlumberger NVSLB9,436$463,4970.04%
192Blackstone IncBX4,902$455,7390.03%
193FMC CorpFMC4,332$452,0010.03%
194BlackRock Fund Advisors4642876065,981$448,5750.03%
195CONOCOPHILLIPSCOP4,197$434,8510.03%
196Otis Worldwide CorpOTIS4,786$426,0020.03%
197VANGUARD ETF/USA9229087691,848$407,0770.03%
198AMER EXPRESS COAXP2,212$385,3310.03%
199Xcel Energy IncXELLL6,167$383,4020.03%
200STATE STREET ETF/USA78464A28415,248$381,3520.03%
201Consolidated Edison IncED4,214$380,9450.03%
202KRAFT FOODS INC6092071055,139$374,8390.03%
203Clorox Co/TheCLX2,295$364,9970.03%
204PNC Financial Services Group I6934751052,864$360,7210.03%
205General Electric Co3696043013,263$358,4400.03%
206BOEING COBA-PA1,592$336,1670.03%
207BP PLCBPPFF9,428$332,7140.03%
208Eversource EnergyES4,671$331,2670.03%
209Gilead Sciences IncGILD4,273$329,3200.03%
210Novartis AGNVSEF3,207$323,6190.02%
211Sealed Air CorpSE8,053$322,1200.02%
212M&T Bank Corp55261F1042,404$297,5190.02%
213Vanguard ETF/USA9229087511,492$296,7440.02%
214ISHARES TRUST4642874573,647$295,6990.02%
215DUKE ENERGY CORPDUKB3,264$292,9110.02%
216TRAVELERS CO INCTRV1,666$289,3180.02%
217ANALOG DEVICES INCADI1,454$283,2540.02%
218Elevance Health IncELV620$275,4600.02%
219Vanguard ETF/USA9229085533,251$271,6540.02%
220ISHARES TRUST4642875723,570$271,5340.02%
221ALTRIA GROUP INCMO5,970$270,4410.02%
222Paychex IncPAYX2,384$266,6980.02%
223BlackRock Fund Advisors4642877052,449$262,3610.02%
224COGNIZANT TECHNOLOCTSH3,912$255,3760.02%
225WW Grainger Inc384802104322$253,9260.02%
226First Bancorp Inc/TheFNLC10,383$252,7220.02%
227Pfizer IncZTS1,464$252,1150.02%
228Aflac IncAFL3,508$244,8580.02%
229Tesla IncTSLA911$238,4730.02%
230ISHARES/USA4642878872,057$236,4110.02%
231KLA CorpKLAC480$232,8100.02%
232Western Asset Trust Closed End95766P10819,405$227,0710.02%
233Church & Dwight Co IncCHD2,265$227,0210.02%
234Dreyfus Funds/Closed-end/USA09662W10920,400$219,7080.02%
235DTE Energy CoDTK1,989$218,8300.02%
236Essential Utilities Inc29670G1025,482$218,7870.02%
237DIAGEODGEAF1,255$217,7170.02%
238iShares ETFs/USA4642874402,229$215,3210.02%
239Microchip Technology IncMCHPP2,400$215,0160.02%
240Harbor ETF Trust41151J1094,876$212,0570.02%
241Vulcan Materials Co929160109939$211,6880.02%
242Yum China Holdings IncYUMC3,684$208,1460.02%
243Neuberger Berman Funds/Closed-64124P10119,865$204,2120.02%
244BlackRock Fund Advisors464287622822$200,3540.02%
245Nuveen Closed-End Funds/USANU17,711$193,5810.01%
246LEGG MASON PARTNERS FUND ADVISOR LLC95766M10518,922$187,8950.01%
247Van Kampen Funds/Closed-end/USIVZ19,795$187,2610.01%
248Hewlett Packard Enterprise CoHPE-PC10,147$170,4700.01%
249Eaton Vance ManagementETN21,520$170,4380.01%
250BlackRock Funds/Closed-End/USABLK13,625$155,8700.01%
251Nuveen Closed-End Funds/USANU13,025$146,7920.01%
252BlackRock Funds/Closed-end/USABLK12,305$142,3690.01%
253Eaton Vance ManagementETN10,900$135,8140.01%
254Eaton Vance ManagementETN13,413$133,4590.01%
255PureCycle Technologies IncPCTTW12,000$128,2800.01%
256Van Kampen Funds/Closed-end/USIVZ13,348$127,6070.01%
257Western Asset Trust Closed End95843510915,110$115,1380.01%
25822nd Century Group Inc90137F103255,000$97,5890.01%