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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 2024 · Filed October 16, 2024 · Accession 0001035463-24-000007

Total Value
$1.57B
Positions
267
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1SELECT SECTOR SPDR81369Y803473,219$106.8M6.81%
2Eli Lilly & CoLLY77,288$68.5M4.37%
3Apple IncAAPL263,013$61.3M3.91%
4iShares ETFs/USA464287226561,359$56.8M3.63%
5ISHARES46428720088,556$51.1M3.26%
6Johnson & JohnsonJNJ231,143$37.5M2.39%
7MICROSOFT CORPMSFT83,848$36.1M2.30%
8Costco Wholesale Corp22160K10536,368$32.2M2.06%
9iShares ETFs/USA464287507445,632$27.8M1.77%
10Exxon Mobil CorpXOM233,565$27.4M1.75%
11SELECT SECTOR SPDR81369Y407130,819$26.2M1.67%
12BlackRock Fund Advisors464287804216,615$25.3M1.62%
13SELECT SECTOR SPDR81369Y209147,281$22.7M1.45%
14State Street ETF/USA81369Y704156,120$21.1M1.35%
15iShares ETFs/USA464288646390,460$20.6M1.31%
16Vanguard ETF/USA921943858388,150$20.5M1.31%
17Caterpillar IncCAT49,526$19.4M1.24%
18Texas Pacific Land CorpTPL21,835$19.3M1.23%
19SELECT SECTOR SPDR81369Y605425,248$19.3M1.23%
20JPMorgan Chase & CoVYLD84,970$17.9M1.14%
21Merck & Co IncMRK149,495$17.0M1.08%
22ALPHABET INCGOOG101,129$16.8M1.07%
23INTL BUSINESS MCHNINTR75,860$16.8M1.07%
24Berkshire Hathaway IncBRK-A36,337$16.7M1.07%
25Brown & Brown IncBRO160,455$16.6M1.06%
26Invesco ETFs/USAIVZ33,751$16.5M1.05%
27Abbott LaboratoriesABLZF139,222$15.9M1.01%
28AbbVie IncABBV79,514$15.7M1.00%
29Amazon.com IncAMZN83,944$15.6M1.00%
30iShares ETFs/USA464288638284,084$15.3M0.97%
31Chevron CorpCVX97,826$14.4M0.92%
32SELECT SECTOR SPDR81369Y308171,278$14.2M0.91%
33COLGATE-PALMOLIVECL136,062$14.1M0.90%
34Novo Holdings A/SNONOF116,668$13.9M0.89%
35PARKER-HANNIFINPH21,272$13.4M0.86%
36Walmart IncWMT165,997$13.4M0.85%
37Procter & Gamble Co/The74271810976,241$13.2M0.84%
38AUTOMATIC DATA PROCESSINGADP47,171$13.1M0.83%
39Bar Harbor Bankshares066849100417,640$12.9M0.82%
40Booz Allen Hamilton Holding CoBAH78,704$12.8M0.82%
41Nelnet IncNNI107,089$12.1M0.77%
42Medtronic PLCMDT131,746$11.9M0.76%
43TJX Cos Inc/The872540109100,433$11.8M0.75%
44UTD PARCEL SERVUPS85,695$11.7M0.75%
45Home Depot Inc/TheHD26,468$10.7M0.68%
46Ryan Specialty Holdings IncRYAN159,389$10.6M0.67%
47PEPSICO INCPEP60,113$10.2M0.65%
48Sysco CorpSYY126,810$9.9M0.63%
49Koninklijke Philips NVRYLPF301,876$9.9M0.63%
50Huntington Ingalls Industries44641310636,021$9.5M0.61%
51BAXTER INTL INC071813109239,108$9.1M0.58%
52NEXTERA ENERGYNEE-PW102,407$8.7M0.55%
53Danaher Corp23585110229,979$8.3M0.53%
54MASTERCARD INCMA16,347$8.1M0.51%
55EMERSON ELECTRICEMR73,789$8.1M0.51%
56BARRICK GOLD CORP067901108398,725$7.9M0.51%
57Rentokil Initial PLCRKLIF314,773$7.8M0.50%
58SELECT SECTOR SPDR81369Y50686,372$7.6M0.48%
59UnitedHealth Group IncUNH12,545$7.3M0.47%
60VERIZON COMMUNVZ158,206$7.1M0.45%
61State Street ETF/USASPY12,205$7.0M0.45%
62VANGUARD ETF/USA922042858145,578$7.0M0.44%
63BAKER HUGHES INCBKR190,018$6.9M0.44%
64iShares ETFs/USA46428715054,194$6.8M0.43%
65SANDSTORM GOLD LTD80013R2061,130,237$6.8M0.43%
66SSgA Funds Management Inc81369Y85273,439$6.6M0.42%
67NVIDIA CorpNVDA51,290$6.2M0.40%
68SELECT SECTOR SPDR81369Y88676,344$6.2M0.39%
69CHUBB LIMITED COMCB21,256$6.1M0.39%
70SELECT SECTOR SPDR81369Y10058,919$5.7M0.36%
71WASTE MANAGEMENT94106L10926,622$5.5M0.35%
72EQUITY COMMONWEALTH294628201216,620$5.5M0.35%
73American Tower Corp03027X10023,349$5.4M0.35%
74ISHARES46428724247,335$5.3M0.34%
75MCDONALD'S CORPMCD17,520$5.3M0.34%
76Equity LifeStyle Properties In29472R10873,246$5.2M0.33%
77Adobe IncADBE10,055$5.2M0.33%
78Pfizer IncPFE177,433$5.1M0.33%
79Thermo Fisher Scientific IncTMO8,201$5.1M0.32%
80VANGUARD ETF/USA92206C40963,750$5.1M0.32%
81Accenture PLCACN14,170$5.0M0.32%
82Alphabet IncGOOG29,227$4.9M0.31%
83Eaton Corp PLCETN14,356$4.8M0.30%
84CISCO SYSTEMSCSCO88,885$4.7M0.30%
85Coca-Cola Co/TheKO65,516$4.7M0.30%
863M CoMMM33,996$4.6M0.30%
87BK OF AMERICA CORP060505104113,998$4.5M0.29%
88ARISTA NETWORKS INCANET11,765$4.5M0.29%
89INTERCONTINENTAL EXCHANGE45866F10427,847$4.5M0.29%
90First American Financial Corp31847R10267,303$4.4M0.28%
91BALL CORPBALL64,496$4.4M0.28%
92L3Harris Technologies IncLHX18,389$4.4M0.28%
93Walt Disney Co/The25468710645,061$4.3M0.28%
94EastGroup Properties Inc27727610123,130$4.3M0.28%
95FEDEX CORPFDX15,392$4.2M0.27%
96Lam Research CorpLRCX5,153$4.2M0.27%
97Nuveen Fund Advisors LLCNU453,466$4.1M0.26%
98Salesforce IncCRM14,039$3.8M0.25%
99ASML HOLDING NVASMLF4,558$3.8M0.24%
100NIKE INCNKE40,827$3.6M0.23%
101Kinder Morgan IncEP-PC161,959$3.6M0.23%
102ADVANCED MICRO DEVAMD21,093$3.5M0.22%
103VISA INCV12,447$3.4M0.22%
104Amphenol Corp03209510151,023$3.3M0.21%
105State Street ETF/USA81369Y86071,704$3.2M0.20%
106Vanguard ETF/USA92290862911,928$3.1M0.20%
107EQUINIX INCEQIX3,539$3.1M0.20%
108RTX CorpRTX25,680$3.1M0.20%
109Unilever PLCUNLYF47,761$3.1M0.20%
110Timken Co/TheTKR35,829$3.0M0.19%
111STARBUCKS CORPSBUX30,159$2.9M0.19%
112Booking Holdings IncBKNG695$2.9M0.19%
113Palo Alto Networks IncPANW8,492$2.9M0.19%
114TRACTOR SUPPLY COTSCO9,879$2.9M0.18%
115Meta Platforms IncMETA4,989$2.9M0.18%
116Air Products and Chemicals IncAIIR9,558$2.8M0.18%
117GSK PLCGLAXF67,092$2.7M0.17%
118CSX CORPCSX77,833$2.7M0.17%
119Simplify Asset Management Inc82889N52550,369$2.6M0.17%
120LOWE'S COS INC5486611079,385$2.5M0.16%
121AUTOZONE INCAZO755$2.4M0.15%
122GE HealthCare Technologies IncGEHC25,136$2.4M0.15%
123ON Semiconductor CorpON32,142$2.3M0.15%
124BlackRock Fund Advisors46428746527,137$2.3M0.14%
125INTL FLAVORS&FRAG45950610121,306$2.2M0.14%
126ISHARES46428755614,826$2.2M0.14%
127PACCAR INCPCAR21,516$2.1M0.14%
128BRISTOL-MYRS SQUIBCELG-RI39,849$2.1M0.13%
129TEXAS INSTRUMENTS8825081049,268$1.9M0.12%
130Union Pacific CorpUNP7,427$1.8M0.12%
131Valero Energy CorpVLO13,464$1.8M0.12%
132APPLIED MATERIALS0382221058,336$1.7M0.11%
133Norfolk Southern Corp6558441086,544$1.6M0.10%
134Intel CorpINTC63,228$1.5M0.09%
135SSGA Funds Management Inc78464A76310,180$1.4M0.09%
136ISHARES TR46428723430,386$1.4M0.09%
137ILLINOIS TOOL WKS4523081095,317$1.4M0.09%
138BlackRock IncBLK1,453$1.4M0.09%
139Ulta Beauty IncULTA3,542$1.4M0.09%
140GENERAL MILLS INC37033410417,096$1.3M0.08%
141KIMBERLY-CLARK CPKMB8,418$1.2M0.08%
142S&P Global IncSPGI2,311$1.2M0.08%
143CARRIER GLOBAL CORPCARR14,719$1.2M0.08%
144ECOLAB INCECL4,383$1.1M0.07%
145AMETEK IncAME6,511$1.1M0.07%
146MARSH & MCLENNAN5717481025,001$1.1M0.07%
147Lockheed Martin CorpLMT1,844$1.1M0.07%
148Dow IncDOW18,813$1.0M0.07%
149ISHARES4642871687,486$1.0M0.06%
150Honeywell International Inc4385161064,685$968,4360.06%
151BECTON DICKINSONBDX3,739$901,4730.06%
152Amgen IncAMGN2,684$864,8120.06%
153DuPont de Nemours IncDD9,588$854,3870.05%
154Linde PLCLIN1,772$844,9960.05%
155CINTAS CORPCTAS4,016$826,8140.05%
156ISHARES46428678016,009$806,8540.05%
157Blackstone IncBX5,224$799,9510.05%
158Marathon Petroleum CorpMARA4,811$783,7600.05%
159Target CorpTGT4,994$778,3650.05%
160ORACLE CORPORCL-PD4,562$777,3650.05%
161Prologis IncPLDGP6,135$774,7280.05%
162DOMINION RES(VIR)D13,258$766,1800.05%
163QUALCOMM IncQCOM4,424$752,3010.05%
164Genuine Parts CoGPC5,310$741,7010.05%
165Walgreens Boots Alliance Inc93142710880,247$719,0130.05%
166YUM BRANDS INCYUM5,120$715,3150.05%
167Broadcom IncAVGO4,097$706,7330.05%
168AT&T INCT-PC31,840$700,4800.04%
169ISHARES4642873097,148$684,4210.04%
170DEERE & CODE1,627$678,9960.04%
171ISHARES46432F8428,582$669,8250.04%
172Phillips 66PSX5,038$662,2450.04%
173General Electric Co3696043013,475$655,3160.04%
174AMER EXPRESS COAXP2,384$646,5410.04%
175ISHARES TRUST4642885138,047$646,1740.04%
176MOODYS CORPMCO1,326$629,3060.04%
177VANGUARD9229083631,160$612,0970.04%
178iShares ETFs/USA4642874996,439$567,5330.04%
179OGE Energy CorpOGE13,704$562,1380.04%
180DUKE ENERGY CORPDUKB4,806$554,1320.04%
181Dover CorpDOV2,870$550,2940.04%
182Southern Co/TheSOMN6,007$541,7110.03%
183ISHARES TRUST4642871764,759$525,7270.03%
184VANGUARD ETF/USA9229087691,825$516,7670.03%
185ISHARES4642876552,306$509,3720.03%
186PNC Financial Services Group I6934751052,702$499,4650.03%
187Cigna Group/The1255231001,425$493,6770.03%
188American Water Works Co Inc0304201033,309$483,9080.03%
189CONOCOPHILLIPSCOP4,550$479,0240.03%
190Otis Worldwide CorpOTIS4,544$472,3030.03%
191PHILIP MORRIS INTL7181721093,889$472,1250.03%
192BlackRock Fund Advisors4642876065,091$468,0160.03%
193LEGG MASON PARTNERS FUND ADVISOR LLC95766M10541,682$451,8330.03%
194ZIMMER HLDGS INCZBH4,166$449,7200.03%
195CVS Health CorpCVS7,080$445,1900.03%
196Vanguard ETF/USA9229087511,876$445,0060.03%
197iShares ETFs/USA46428868712,938$429,9300.03%
198Clorox Co/TheCLX2,621$426,9870.03%
199Novartis AGNVSEF3,669$422,0080.03%
200WISDOMTREE ASSET MANAGEMENT INCWT6,986$419,4390.03%
201M&T Bank Corp55261F1042,345$417,6910.03%
202ANALOG DEVICES INCADI1,801$414,5360.03%
203ISHARES/USA4642884143,767$409,2090.03%
204Aon PLCAON1,175$406,5380.03%
205STATE STREET ETF/USA78464A28415,248$400,5650.03%
206Comcast CorpCCZ9,581$400,1980.03%
207Mondelez International Inc6092071055,360$394,8710.03%
208STATE STREET ETF/USAMDY685$390,2170.02%
209TRAVELERS CO INCTRV1,666$390,0440.02%
210Aflac IncAFL3,446$385,2630.02%
211ROCKWELL AUTOMATIONROK1,417$380,4080.02%
212Schlumberger NVSLB8,780$368,3210.02%
213BK OF NY MELLON CP0640581004,934$354,5570.02%
214KLA CorpKLAC455$352,3570.02%
215Xcel Energy IncXELLL5,389$351,9020.02%
216ISHARES TRUST4642875723,470$344,0850.02%
217METLIFE INCMET-PF3,948$325,6310.02%
218Eversource EnergyES4,780$325,2790.02%
219iShares ETFs/USA4642888022,683$322,9530.02%
220First Trust Advisors LP33738R5065,258$311,3260.02%
221Consolidated Edison IncED2,914$303,4350.02%
222WW Grainger Inc384802104290$301,2550.02%
223NETFLIX INCNFLX420$297,8930.02%
224CHARLES SCHWAB INVESTMENT MANAGEMENT INC8085247973,500$295,8550.02%
225Vanguard ETF/USA9229085533,034$295,5720.02%
226NVR IncNVR30$294,3540.02%
227Elevance Health IncELV562$292,2400.02%
228ROPER INDUSTRIES INCROP525$292,1310.02%
229Zoetis IncZTS1,440$281,3470.02%
230Invesco ETFs/USAIVZ1,555$278,5940.02%
231Akamai Technologies IncAKAM2,746$277,2090.02%
232ALTRIA GROUP INCMO5,410$276,1260.02%
233First Bancorp Inc/TheFNLC10,482$275,8860.02%
234Allstate Corp/TheALL-PJ1,447$274,4240.02%
235GEN DYNAMICS CORPGD907$274,0950.02%
236Gilead Sciences IncGILD3,249$272,3960.02%
237Hartford Financial Services GrHIG-PG2,209$259,8000.02%
238iShares ETFs/USA464287622822$258,4290.02%
239WELLS FARGO & CO9497461014,561$257,6510.02%
240iShares ETFs/USA4642877052,040$252,1850.02%
241FMC CorpFMC3,792$250,0440.02%
242VANGUARD ETF/USA92206C8702,947$246,8110.02%
243ISHARES/USA4642878871,748$243,8290.02%
244VANGUARD ETF/USA9219088441,214$240,4450.02%
245Paychex IncPAYX1,787$239,7980.02%
246Tesla IncTSLA911$238,3450.02%
247DTE Energy CoDTK1,849$237,4300.02%
248Church & Dwight Co IncCHD2,265$237,1910.02%
249Synopsys IncSNPS465$235,4710.02%
250BP PLCBPPFF7,303$229,2410.01%
251T-MOBILE US INCTMUSZ1,110$229,0600.01%
252Harbor ETF Trust41151J1094,876$227,5440.01%
253Neuberger Berman Funds/Closed-64124P10119,865$220,7000.01%
254Hanover Insurance Group Inc/Th4108671051,480$219,2030.01%
255Nuveen Fund Advisors LLCNU17,711$212,0010.01%
256Ameriprise Financial Inc03076C106449$210,9450.01%
257iShares ETFs/USA4642874811,760$206,4300.01%
258Essential Utilities Inc29670G1025,322$205,2700.01%
259Invesco Advisers IncIVZ19,795$203,2950.01%
260ISHARES TRUST46428822412,104$177,8080.01%
261BlackRock Funds/Closed-End/USABLK13,625$171,4030.01%
262BLACKROCK FUNDS/CLOSED-END/USABLK12,305$161,3190.01%
263Nuveen Fund Advisors LLCNU13,025$161,2500.01%
264Eaton Vance ManagementETN13,413$147,1410.01%
265Invesco Advisers IncIVZ13,348$139,3530.01%
266Dreyfus Funds/Closed-end/USA09662W10912,075$134,7570.01%
267Franklin Templeton Fund Adviser LLC95843510915,110$123,9020.01%