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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

First Affirmative Financial Network

Quarter ended Q1 2025 · Filed April 11, 2025 · Accession 0001656282-25-000004

Total Value
$216.3M
Positions
269
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (269)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C706163,200$9.7M5.94%
2SPDR SER TR78468R101221,525$6.5M3.97%
3APPLE INCAAPL26,247$5.8M3.57%
4NVIDIA CORPORATIONNVDA43,840$4.8M2.91%
5MICROSOFT CORPMSFT12,617$4.7M2.90%
6ISHARES TR46428857040,502$4.1M2.54%
7ALPHABET INCGOOG18,057$2.8M1.71%
8AMAZON COM INCAMZN13,352$2.5M1.56%
9MASTERCARD INCORPORATEDMA4,576$2.5M1.54%
10ALPHABET INCGOOG13,168$2.1M1.26%
11INVESCO EXCH TRADED FD TR IIIVZ36,265$2.0M1.24%
12VISA INCV5,618$2.0M1.21%
13SAP SESAPGF6,977$1.9M1.15%
14PROCTER AND GAMBLE CO74271810910,494$1.8M1.10%
15TAIWAN SEMICONDUCTOR MFG LTD87403910010,481$1.7M1.07%
16META PLATFORMS INCMETA2,561$1.5M0.90%
17CISCO SYS INCCSCO23,514$1.5M0.89%
18PROSHARES TR74348A60849,111$1.4M0.85%
19ISHARES TR464288224118,772$1.4M0.83%
20ELI LILLY & COLLY1,639$1.4M0.83%
21PIMCO ETF TR72201R64313,539$1.3M0.82%
22CHUNGHWA TELECOM CO LTDCHT32,108$1.3M0.77%
23NETFLIX INCNFLX1,344$1.3M0.77%
24JOHNSON & JOHNSONJNJ7,442$1.2M0.76%
25AUTOMATIC DATA PROCESSING INADP4,021$1.2M0.75%
26STRYKER CORPORATIONSYK3,177$1.2M0.72%
27AMERICAN EXPRESS COAXP4,244$1.1M0.70%
28APPLIED MATLS INC0382221057,708$1.1M0.69%
29UNILEVER PLCUNLYF17,626$1.0M0.64%
30NOVARTIS AGNVSEF9,058$1.0M0.62%
31THERMO FISHER SCIENTIFIC INCTMO2,018$1.0M0.62%
32ABBVIE INCABBV4,743$993,6990.61%
33BROADCOM INCAVGO5,596$937,0110.57%
34HOME DEPOT INCHD2,492$913,2400.56%
35ISHARES TR4642881588,299$876,3430.54%
36ASML HOLDING N VASMLF1,293$856,5990.52%
37DANAHER CORPORATION2358511024,088$838,0660.51%
38COMCAST CORP NEWCCZ22,671$836,5420.51%
39CHUBB LIMITEDCB2,714$819,6960.50%
40INVESCO EXCH TRADED FD TR IIIVZ32,699$811,7420.50%
41SALESFORCE INCCRM2,998$804,5680.49%
42LINDE PLCLIN1,720$800,7240.49%
43TESLA INCTSLA3,088$800,3450.49%
44T-MOBILE US INCTMUSZ2,930$781,4450.48%
45UNITEDHEALTH GROUP INCUNH1,484$777,4930.48%
46ADOBE INCADBE2,016$773,1990.47%
47COSTCO WHSL CORP NEW22160K105801$757,9750.46%
48S&P GLOBAL INCSPGI1,447$735,3460.45%
49AMERICAN WTR WKS CO INC NEW0304201034,912$724,6160.44%
50INTERNATIONAL BUSINESS MACHSINTR2,913$724,2650.44%
51ILLINOIS TOOL WKS INC4523081092,900$719,2560.44%
52ORACLE CORPORCL-PD5,122$716,1430.44%
53ASTRAZENECA PLCAZN9,743$716,0860.44%
54EQUINIX INCEQIX872$711,2280.44%
55SERVICENOW INCNOW872$694,4370.43%
56SPDR SER TR78468R73914,504$690,3850.42%
57KIMBERLY-CLARK CORPKMB4,852$690,0720.42%
58AMERICAN CENTY ETF TR02507250513,928$689,1640.42%
59TELEFONICA S ATELFY147,559$687,6250.42%
60EA SERIES TRUST02072L17728,868$684,4680.42%
61ACCENTURE PLC IRELANDACN2,136$666,5520.41%
62JPMORGAN CHASE & CO.VYLD2,675$656,1470.40%
63MERCK & CO INCMRK7,309$656,0410.40%
64PEPSICO INCPEP4,357$653,3460.40%
65WALMART INCWMT7,430$652,2990.40%
66AMGEN INCAMGN2,069$644,5980.39%
67COCA COLA COKO8,953$641,2200.39%
68PROGRESSIVE CORP7433151032,265$640,9710.39%
69CINTAS CORPCTAS3,106$638,2870.39%
70INTUITINTU1,002$614,9320.38%
71AMERICAN TOWER CORP NEW03027X1002,742$596,7020.37%
72REALTY INCOME CORPO10,273$595,9240.37%
73PALO ALTO NETWORKS INCPANW3,479$593,7200.36%
74TELUS CORPORATIONTU41,070$588,9390.36%
75ECOLAB INCECL2,318$587,6620.36%
76LOWES COS INC5486611072,517$587,0750.36%
77CANADIAN NATL RY CO1363751025,933$578,1860.35%
78ANALOG DEVICES INCADI2,801$564,7960.35%
79BOOKING HOLDINGS INCBKNG122$563,2250.35%
80CME GROUP INCCME2,107$558,9670.34%
81DIMENSIONAL ETF TRUST25434V71615,442$552,9780.34%
82CANADIAN PACIFIC KANSAS CITYCP7,736$543,1790.33%
83INTUITIVE SURGICAL INCISRG1,091$540,2560.33%
84VERTEX PHARMACEUTICALS INCVRTX1,114$540,1120.33%
85ABBOTT LABSABLZF4,045$536,5780.33%
86WABTEC9297401082,842$515,4660.32%
87TRANE TECHNOLOGIES PLCTT1,525$513,6580.31%
88GRAINGER W W INC384802104519$512,8650.31%
89TOYOTA MOTOR CORPTOYOF2,899$511,6800.31%
90QUALCOMM INCQCOM3,330$511,4850.31%
91MCCORMICK & CO INCMKC-V6,204$510,6440.31%
92TEXAS INSTRS INC8825081042,827$508,0700.31%
93ISHARES TR4642884144,714$497,0830.30%
94ISHARES TR46435U25919,444$496,9860.30%
95BANK AMERICA CORP06050510411,844$494,2590.30%
96ADVANCED MICRO DEVICES INCAMD4,809$494,0570.30%
97ARES CAPITAL CORPARCC21,081$467,1530.29%
98PIMCO ETF TR72201R8668,958$461,7800.28%
99LAM RESEARCH CORPLRCX6,327$459,9540.28%
100PRUDENTIAL PLCPUKPF21,342$458,8490.28%
101AUTODESK INCADSK1,731$453,1520.28%
102STARBUCKS CORPSBUX4,542$445,5010.27%
103TORONTO DOMINION BK ONTTORO7,338$439,8590.27%
104VERIZON COMMUNICATIONS INCVZ9,657$438,0610.27%
105CADENCE DESIGN SYSTEM INCCDNS1,719$437,1980.27%
106THE CIGNA GROUP1255231001,313$431,8840.26%
107ISHARES TR46435U28316,862$426,2760.26%
108THOMSON REUTERS CORPTMSOF2,465$425,8250.26%
109TJX COS INC NEW8725401093,494$425,5230.26%
110TE CONNECTIVITY PLCTEL3,008$425,1400.26%
111MEDTRONIC PLCMDT4,667$419,4080.26%
112TAKEDA PHARMACEUTICAL CO LTDTKPHF27,866$414,3700.25%
113ALLSTATE CORPALL-PJ1,993$412,7210.25%
114WORKDAY INCWDAY1,761$411,3630.25%
115CINCINNATI FINL CORP1720621012,782$410,9770.25%
116BOSTON SCIENTIFIC CORPBSX4,067$410,2310.25%
117ISHARES TR46435U43215,238$407,6040.25%
118RELX PLCRLXXF8,081$407,3780.25%
119INVESTMENT MANAGERS SER TR I46144X10710,854$399,7150.24%
120J P MORGAN EXCHANGE TRADED F46654Q8157,974$397,1060.24%
121AT&T INCT-PC13,751$388,8850.24%
122VANGUARD WORLD FD9219108161,243$383,9380.24%
123UNION PAC CORPUNP1,608$379,8540.23%
124GILEAD SCIENCES INCGILD3,361$376,5550.23%
125DEERE & CODE799$374,9800.23%
126WASTE MGMT INC DEL94106L1091,618$374,6090.23%
127ESSENTIAL UTILS INC29670G1029,414$372,1290.23%
128WEYERHAEUSER CO MTN BEWY12,477$365,3220.22%
129JOHNSON CTLS INTL PLCG515021054,541$363,8100.22%
130DISNEY WALT CO2546871063,679$363,1030.22%
131SPDR SER TR78468R5316,660$356,3100.22%
132ING GROEP N.V.INGVF18,072$354,0320.22%
133MARSH & MCLENNAN COS INC5717481021,446$352,9700.22%
134ABRDN PRECIOUS METALS BASKETGLTR2,720$352,1980.22%
135WASTE CONNECTIONS INCWCN1,798$350,8650.21%
136MICRON TECHNOLOGY INCMU3,966$344,5940.21%
137UNITED PARCEL SERVICE INCUPS3,114$342,5410.21%
138FERRARI N VRACE798$341,3030.21%
139NOVO-NORDISK A SNONOF4,903$340,4630.21%
140SYNOPSYS INCSNPS783$335,6190.21%
141EQUITY RESIDENTIALEQR4,666$334,0170.20%
142ICICI BANK LIMITEDIBN10,403$327,9090.20%
143OTIS WORLDWIDE CORPOTIS3,146$324,7010.20%
144CENTRAIS ELETRICAS BRASILEIR15234Q20745,691$324,4060.20%
145SUMITOMO MITSUI FINL GROUP I86562M20920,951$323,8960.20%
146AIR PRODS & CHEMS INCAIIR1,094$322,6790.20%
147BANK NOVA SCOTIA HALIFAX0641491076,795$322,2780.20%
148DOVER CORPDOV1,834$322,2460.20%
149COMPANHIA DE SANEAMENTO BASISBS17,932$320,2630.20%
150INTERCONTINENTAL EXCHANGE IN45866F1041,838$317,1260.19%
151SANOFISNYNF5,695$315,8670.19%
152KLA CORPKLAC460$312,8520.19%
153KT CORPKT17,479$309,5490.19%
154ORIX CORPORXCF14,712$307,3230.19%
155MONDELEZ INTL INC6092071054,474$303,5620.19%
156AFLAC INCAFL2,726$303,1370.19%
157MOTOROLA SOLUTIONS INCMSI688$301,0770.18%
158EATON CORP PLCETN1,101$299,2300.18%
159KE HLDGS INCBEKE14,887$299,0830.18%
160TELEFONAKTIEBOLAGET LM ERICS29482160838,453$298,3950.18%
161ARISTA NETWORKS INCANET3,835$297,1460.18%
162SUN LIFE FINANCIAL INC.SUNFF5,184$296,8390.18%
163BROWN & BROWN INCBRO2,379$295,9520.18%
164CGI INCGIB2,905$290,0180.18%
165WELLTOWER INCWELL1,887$289,1440.18%
166MANULIFE FINL CORP56501R1069,251$288,1650.18%
167NOKIA CORPNOKBF53,608$282,5120.17%
168VANGUARD MUN BD FDS9229077465,680$281,8490.17%
169WHEATON PRECIOUS METALS CORPWPM3,588$278,5150.17%
170VODAFONE GROUP PLC NEW92857W30829,097$272,6420.17%
171CROWDSTRIKE HLDGS INCCRWD771$271,7250.17%
172BECTON DICKINSON & COBDX1,179$269,9520.17%
173SPOTIFY TECHNOLOGY S ASPOT487$267,6260.16%
174UNITED MICROELECTRONICS CORPUMC36,935$264,0880.16%
175KONINKLIJKE PHILIPS N VRYLPF10,360$263,1340.16%
176MERCADOLIBRE INCMELI135$263,0320.16%
177INTEL CORPINTC11,491$260,9670.16%
178KROGER COKR3,853$260,7980.16%
179BROADRIDGE FINL SOLUTIONS IN11133T1031,072$259,9270.16%
180LLOYDS BANKING GROUP PLCLLOBF66,987$255,8910.16%
181GOLDMAN SACHS ETF TRNVGLF5,195$255,3380.16%
182P T TELEKOMUNIKASI INDONESIA71568410617,273$255,1280.16%
183SONY GROUP CORPSNEJF10,044$255,0120.16%
184AGNICO EAGLE MINES LTDAEM2,340$253,6490.16%
185TELEFONICA BRASIL SAVIV28,784$251,0000.15%
186MCDONALDS CORPMCD801$250,2530.15%
187MIZUHO FINANCIAL GROUP INCMZHOF45,136$248,7000.15%
188CARRIER GLOBAL CORPORATIONCARR3,904$247,5160.15%
189PAYCHEX INCPAYX1,592$245,6630.15%
190UMB FINL CORP9027881082,429$245,5920.15%
191PENTAIR PLCPNR2,795$244,4810.15%
192PEARSON PLCPSORF15,129$242,2130.15%
193ANSYS INC03662Q105763$241,6440.15%
194COLGATE PALMOLIVE COCL2,573$241,1330.15%
195TRAVELERS COMPANIES INCTRV911$240,8670.15%
196GENUINE PARTS COGPC2,021$240,8000.15%
197EBAY INC.EBAY3,543$239,9620.15%
198HDFC BANK LTDHDB3,543$235,4080.14%
199SHOPIFY INCSHOP2,463$235,1950.14%
200SK TELECOM CO LTDSKM11,029$234,4820.14%
201ISHARES TR4642883234,450$234,2840.14%
202TENNANT COTNC2,933$233,9090.14%
203ITAU UNIBANCO HLDG S A46556210642,397$233,1850.14%
204BANK HAWAII CORP0625401093,372$232,5590.14%
205MICROCHIP TECHNOLOGY INC.MCHPP4,794$232,1020.14%
206ANHEUSER BUSCH INBEV SA/NVBUDFF3,766$231,8450.14%
207MANAGER DIRECTED PORTFOLIOS56170L69522,810$231,2970.14%
208BLACKROCK INCBLK243$230,3180.14%
209BANCO BILBAO VIZCAYA ARGENTABBVXF16,881$229,9210.14%
210CBRE GROUP INCCBRE1,751$228,9820.14%
211PROLOGIS INC.PLDGP2,047$228,8810.14%
212FRANCO NEV CORPFNV1,449$228,2610.14%
213HP INCHPQ8,129$225,0990.14%
214QUANTA SVCS INC74762E102883$224,5210.14%
215ASE TECHNOLOGY HLDG CO LTDASX25,507$223,4390.14%
216BLUE OWL CAPITAL CORPORATIONOWL15,158$222,2180.14%
217ZOETIS INCZTS1,337$220,1180.13%
218PDD HOLDINGS INCPDD1,843$218,0830.13%
219ELECTRONIC ARTS INCEA1,504$217,4100.13%
220DIMENSIONAL ETF TRUST25434V6906,181$215,6550.13%
221RAYONIER INCRYN7,732$215,5800.13%
222ISHARES TR4642886464,114$215,4690.13%
223CAMDEN PPTY TR1331311021,721$210,5130.13%
224PARKER-HANNIFIN CORPPH346$210,2600.13%
225CUMMINS INCCMI666$208,6220.13%
226SCHWAB CHARLES CORPSCHW-PJ2,664$208,5280.13%
227ELEVANCE HEALTH INCELV479$208,2070.13%
228VENTAS INCVTR3,020$207,6230.13%
229BRISTOL-MYERS SQUIBB COCELG-RI3,399$207,2960.13%
230XYLEM INCXYL1,732$206,9450.13%
231NEWMONT CORPNEMCL4,282$206,7550.13%
232MURPHY USA INCMUSA439$206,1170.13%
233NXP SEMICONDUCTORS N VNXPI1,084$206,0000.13%
234MITSUBISHI UFJ FINL GROUP IN60682210415,030$204,8650.13%
235MOODYS CORPMCO439$204,3650.13%
236HUBSPOT INCHUBS353$201,6630.12%
237PRICE T ROWE GROUP INCTROW2,192$201,4170.12%
238STANTEC INCSTN2,424$200,7810.12%
239AMERICAN INTL GROUP INC0268747842,307$200,5690.12%
240CRESCENT CAP BDC INC22565510911,605$198,6790.12%
241BANCO SANTANDER S.A.BCDRF29,347$196,6230.12%
242AMERICA MOVIL SAB DE CVAMXOF12,162$172,9390.11%
243NATWEST GROUP PLCRBSPF14,453$172,2830.11%
244AMCOR PLCAMCCF17,309$167,9020.10%
245GRUPO AVAL ACCIONES Y VALOREAVAL58,143$158,7290.10%
246AMBEV SAABEV66,993$156,0930.10%
247CIA ENERGETICA DE MINAS GERA20440960183,307$146,6210.09%
248DR REDDYS LABS LTD25613520311,064$145,9400.09%
249NOMURA HLDGS INCNRSCF22,593$138,9480.09%
250BANCO BRADESCO S A05946030361,581$137,3250.08%
251HUDBAY MINERALS INCHBM17,001$129,0360.08%
252COMPANHIA PARANAENSE DE ENER20441B60516,663$121,8050.07%
253EQUITY COMWLTH29462810257,085$91,9070.06%
254WIPRO LTDWIT29,385$89,9180.06%
255NIO INCNIOIF18,223$69,4290.04%
256ARRAY TECHNOLOGIES INCARRY12,338$60,0840.04%
257GREENTREE HOSPITALITY GROUPGHG23,162$56,0510.03%
258COMPANHIA SIDERURGICA NACION20440W10530,672$51,2230.03%
259NIU TECHNOLOGIESNIU11,843$48,3190.03%
260BANCO BRADESCO S A05946040217,305$35,9940.02%
261CELLECTIS S ACLLS25,860$32,0660.02%
262GEVO INCGEVO15,041$17,4480.01%
263IRONWOOD PHARMACEUTICALS INCIRWD11,077$16,2830.01%
264BALLARD PWR SYS INC NEWBALL13,574$14,9310.01%
265PLATINUM GROUP METALS LTDPLG11,375$14,1040.01%
266CHEGG INCCHGG11,470$7,3310.00%
267VERU INCVERU13,696$6,7130.00%
268CHARGEPOINT HOLDINGS INCCHPT10,829$6,5520.00%
269SUNNOVA ENERGY INTL INC.86745K10410,387$3,8640.00%