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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

RE Dickinson Investment Advisors, LLC

Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001801241-24-000007

Total Value
$177.4M
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524300338,967$35.3M19.90%
2VANGUARD TAX-MANAGED FDS921943858320,920$16.9M9.55%
3VANGUARD INTL EQUITY INDEX F922042858319,128$15.3M8.61%
4ISHARES TR46428720019,687$11.4M6.40%
5ISHARES TR46428759857,173$10.9M6.12%
6BERKSHIRE HATHAWAY INC DELBRK-A20,117$9.3M5.22%
7SCHWAB STRATEGIC TR808524508102,045$8.5M4.78%
8UNION PAC CORPUNP30,447$7.5M4.23%
9VANGUARD BD INDEX FDS92193783594,376$7.1M3.99%
10APPLE INCAAPL28,543$6.7M3.75%
11SCHWAB STRATEGIC TR80852440960,876$4.9M2.76%
12SCHWAB STRATEGIC TR80852487078,953$4.2M2.39%
13SSGA ACTIVE ETF TR78467V84899,740$4.1M2.33%
14BROOKFIELD INFRAST PARTNERSG16252101106,938$3.7M2.11%
15VANGUARD SCOTTSDALE FDS92206C66440,123$3.6M2.02%
16VANGUARD INDEX FDS9229086298,232$2.2M1.22%
17LITMAN GREGORY FDS TR53700T751171,019$2.0M1.13%
18SCHWAB STRATEGIC TR80852480544,878$1.8M1.04%
19SCHWAB STRATEGIC TR80852420121,340$1.4M0.82%
201/100 BERKSHIRE HTWY A CLASS ABRK-A200$1.4M0.78%
21SCHWAB STRATEGIC TR80852470640,279$1.2M0.66%
22CATERPILLAR INCCAT2,467$964,8400.54%
23MICROSOFT CORPMSFT2,130$916,3920.52%
24SCHWAB STRATEGIC TR80852479710,814$914,1160.52%
25AMGEN INCAMGN2,152$693,3960.39%
26BROOKFIELD INFRASTRUCTURE COBIPC15,494$672,9050.38%
27INVESCO QQQ TRIVZ1,241$605,9400.34%
28INVESCO EXCH TRADED FD TR IIIVZ10,535$532,7550.30%
29ALPHABET INCGOOG3,141$520,9360.29%
30SCHWAB STRATEGIC TR8085246079,877$508,6820.29%
31ISHARES TR4642878873,437$479,4280.27%
32BROOKFIELD CORP11271J1078,158$433,5980.24%
33DEERE & CODE850$354,7310.20%
34ALPHABET INCGOOG2,046$342,0710.19%
35AUTOMATIC DATA PROCESSING INADP1,230$340,3780.19%
36PROCTER AND GAMBLE CO7427181091,938$335,6620.19%
37BROOKFIELD ASSET MANAGMT LTD1130041056,747$319,0660.18%
38BLUE OWL CAPITAL INCOWL16,282$315,2200.18%
39AMERICAN TOWER CORP NEW03027X1001,294$300,8980.17%
40SPDR SER TR78464A4093,415$283,2500.16%
41ELI LILLY & COLLY296$262,2390.15%
42JPMORGAN CHASE & CO.VYLD1,205$254,0870.14%
43MASTERCARD INCORPORATEDMA500$246,9000.14%
44VANGUARD WORLD FD92204A702393$230,5030.13%
45AMAZON COM INCAMZN1,178$219,4970.12%
46SILA REALTY TRUST INCSILA8,666$219,1640.12%
47ENTERPRISE PRODS PARTNERS L2937921077,223$210,2620.12%
48PHILLIPS EDISON & CO INCPECO5,079$191,5300.11%
49ISHARES TR464287655850$187,7570.11%
50RTX CORPORATIONRTX1,540$186,5870.11%
51SCHWAB STRATEGIC TR8085247223,240$179,1460.10%
52ABBVIE INCABBV905$178,7190.10%
53TENET HEALTHCARE CORPTHC1,032$171,5190.10%
54WALMART INCWMT2,100$169,5750.10%
55BERKSHIRE HATHAWAY INC DELBRK-A352$162,0120.09%
56CHEVRON CORP NEWCVX1,063$156,5490.09%
57MCKESSON CORPMCK315$155,7430.09%
58SPDR GOLD TRGLD582$141,4610.08%
59J P MORGAN EXCHANGE TRADED F46641Q3322,358$140,3250.08%
60SPDR S&P 500 ETF TRSPY241$138,2390.08%
61ALTRIA GROUP INCMO2,520$128,6210.07%
62VANGUARD INDEX FDS922908363225$118,9510.07%
63BANK AMERICA CORP0605051042,793$110,8440.06%
64INTEL CORPINTC4,500$105,5700.06%
65EPR PPTYS26884U1092,020$99,0610.06%
66BP PLCBPPFF3,104$97,4350.05%
67ISHARES SILVER TRSLV3,310$94,0380.05%
68AT&T INCT-PC4,010$88,2150.05%
69TEXAS INSTRS INC882508104424$87,6150.05%
70TESLA INCTSLA330$86,3380.05%
71FS KKR CAP CORPFSK4,161$82,0970.05%
72MPLX LPMPLXP1,809$80,4290.05%
73TAKE-TWO INTERACTIVE SOFTWARTTWO500$76,8550.04%
74TRAVELERS COMPANIES INCTRV325$76,0890.04%
75ISHARES TR464287614202$75,8270.04%
76ABBOTT LABSABLZF664$75,7030.04%
77LYONDELLBASELL INDUSTRIES NLYB751$72,0210.04%
78CONAGRA BRANDS INCCAG2,117$68,8450.04%
79DELEK US HLDGS INC NEWDK3,661$68,6440.04%
80WESTERN MIDSTREAM PARTNERS LWES1,780$68,1030.04%
81INTERNATIONAL BUSINESS MACHSINTR308$68,0930.04%
82DUKE ENERGY CORP NEWDUKB587$67,6820.04%
83GE AEROSPACE369604301347$65,5220.04%
84REALTY INCOME CORPO1,026$65,0690.04%
85ALLSTATE CORPALL-PJ340$64,4810.04%
86ISHARES TR464287705515$63,6650.04%
87PRINCIPAL FINANCIAL GROUP INPFG703$60,3550.03%
88WALGREENS BOOTS ALLIANCE INC9314271086,163$55,2210.03%
89UNITED PARCEL SERVICE INCUPS365$49,7650.03%
90LAMB WESTON HLDGS INCLW738$47,7790.03%
91FEDEX CORPFDX168$45,9990.03%
92UNION PAC CORPUNP185$45,6450.03%
93VANGUARD INDEX FDS922908744255$44,5160.03%
94ISHARES TR464287804369$43,1590.02%
95NORTHROP GRUMMAN CORPNOC80$42,2460.02%
96APPLIED MATLS INC038222105200$40,4100.02%
97ORACLE CORPORCL-PD232$39,5330.02%
98OAKTREE SPECIALTY LENDING COOCSL2,349$38,3130.02%
99NUVEEN PFD & INCOME OPPORTUNNU4,708$37,9940.02%
100SCHWAB STRATEGIC TR808524102570$37,8920.02%
101INVESCO EXCHANGE TRADED FD TIVZ915$37,1770.02%
102SCHWAB STRATEGIC TR808524839771$36,6380.02%
103COMPASS DIVERSIFIEDCODI-PC1,634$36,1610.02%
104PEPSICO INCPEP207$35,2690.02%
105KELLANOVABEKE424$34,2220.02%
106JOHNSON & JOHNSONJNJ208$33,7090.02%
107MCDONALDS CORPMCD105$31,9740.02%
108SELECT SECTOR SPDR TR81369Y605700$31,7240.02%
109HOME DEPOT INCHD78$31,4740.02%
110JOHNSON CTLS INTL PLCG51502105403$31,4260.02%
111STARBUCKS CORPSBUX305$29,7350.02%
112WELLS FARGO CO NEW949746101520$29,3750.02%
113META PLATFORMS INCMETA50$28,6220.02%
114DANAHER CORPORATION235851102100$27,8020.02%
115FISERV INCFISV154$27,6660.02%
116ISHARES TR464287473203$26,8470.02%
117ANALOG DEVICES INCADI113$26,0100.01%
118EXXON MOBIL CORPXOM220$25,7890.01%
119VANGUARD INTL EQUITY INDEX F922042775408$25,7040.01%
120UBER TECHNOLOGIES INCUBER340$25,5550.01%
121VANGUARD INDEX FDS92290859594$25,1330.01%
122PHILIP MORRIS INTL INC718172109200$24,4830.01%
123ALLIANT ENERGY CORPLNT400$24,2760.01%
124PRUDENTIAL FINL INCPUKPF200$24,2200.01%
125COSTCO WHSL CORP NEW22160K10526$22,7050.01%
126GE VERNOVA INCGEV86$21,9290.01%
127WATSCO INCWSO-B44$21,7560.01%
128BOEING COBA-PA141$21,4510.01%
129REGIONS FINANCIAL CORP NEWRF-PF911$21,2510.01%
130TARGET CORPTGT134$20,8860.01%
131CONSOLIDATED EDISON INCED200$20,8260.01%
132DISCOVER FINL SVCS254709108148$20,7630.01%
133BECTON DICKINSON & COBDX86$20,7560.01%
134EMERSON ELEC COEMR183$20,0150.01%
135LOCKHEED MARTIN CORPLMT34$19,8760.01%
136NEWMONT CORPNEMCL363$19,4030.01%
137ISHARES TR46434V621300$18,8070.01%
138PAPA JOHNS INTL INC698813102340$18,3160.01%
139BRISTOL-MYERS SQUIBB COCELG-RI350$18,1090.01%
140PFIZER INCPFE623$18,0300.01%
141ENERGY RECOVERY INCERII1,000$17,3900.01%
142ISHARES TR46428764860$17,0400.01%
143CASEYS GEN STORES INC14752810345$17,0010.01%
144ARCBEST CORPARCB150$16,2680.01%
145CONSTELLATION ENERGY CORPCEG62$16,1220.01%
146VISA INCV57$15,6730.01%
147ISHARES TR464287481130$15,2480.01%
148COMCAST CORP NEWCCZ363$15,1840.01%
149MARVELL TECHNOLOGY INCMRVL201$14,4970.01%
150COCA COLA COKO200$14,4690.01%
151MORGAN STANLEYMS-PQ137$14,2810.01%
152SELECT SECTOR SPDR TR81369Y506160$14,0480.01%
153EXPEDITORS INTL WASH INC302130109104$13,6660.01%
154TYSON FOODS INCTSN210$12,5080.01%
155ABBVIE INCABBV59$11,6520.01%
156DOMINION ENERGY INCD200$11,5580.01%
157EXTRA SPACE STORAGE INCEXR64$11,5330.01%
158TIDAL TR II88636J584500$11,4250.01%
159SFL CORPORATION LTDSFL978$11,3160.01%
160FIRST TR EXCHANGE TRADED FD33734X143100$11,1870.01%
161DISNEY WALT CO254687106116$11,1590.01%
162PIMCO ETF TR72201R817111$11,0390.01%
163SPDR S&P MIDCAP 400 ETF TRMDY19$10,8240.01%
164MONDELEZ INTL INC609207105138$10,2320.01%
165WISDOMTREE TRWT133$10,1990.01%
166AMAZON COM INCAMZN54$10,0620.01%
167ISHARES TR46428763058$9,6760.01%
168ISHARES BITCOIN TRUST ETFIBIT263$9,5030.01%
169GE HEALTHCARE TECHNOLOGIES IGEHC100$9,3850.01%
170VERIZON COMMUNICATIONS INCVZ204$9,1690.01%
171FISERV INCFISV50$8,9830.01%
172COCA COLA COKO118$8,4530.00%
173ENBRIDGE INCENNPF206$8,3660.00%
174US BANCORP DELUSB-PS179$8,1860.00%
175PULTE GROUP INC74586710157$8,1820.00%
176EXELON CORPEXC199$8,0700.00%
177TESLA INCTSLA30$7,8490.00%
178HARLEY DAVIDSON INCHOG200$7,7060.00%
179GOLDMAN SACHS GROUP INCGSCE15$7,4270.00%
180HOWMET AEROSPACE INCHWM72$7,2070.00%
181FIRST TR EXCHANGE-TRADED FD33733E10479$7,1740.00%
182BLOCK INCBSQKZ100$6,7130.00%
183OCCIDENTAL PETE CORP674599105126$6,4810.00%
184ADAMS DIVERSIFIED EQUITY FD006212104288$6,2100.00%
185VANGUARD WORLD FD92191087330$6,2000.00%
186NVIDIA CORPORATIONNVDA50$6,0720.00%
187ADVANCED MICRO DEVICES INCAMD37$6,0710.00%
188CISCO SYS INCCSCO112$5,9610.00%
189PHILLIPS 66PSX43$5,6530.00%
190HUNTINGTON BANCSHARES INCHBANP376$5,5860.00%
191REGENERON PHARMACEUTICALSREGN5$5,2570.00%
192FREEPORT-MCMORAN INCFCX104$5,1800.00%
193PAYPAL HLDGS INCPYPL65$5,0720.00%
194BLACKSTONE INCBX33$5,0540.00%
195VANGUARD INTL EQUITY INDEX F92204274240$4,7880.00%
196SPDR INDEX SHS FDS78463X103100$4,4420.00%
197BEST BUY INCBBY42$4,3390.00%
198MANULIFE FINL CORP56501R106144$4,2560.00%
199PROSHARES TR74347G804100$4,2410.00%
200GENERAL DYNAMICS CORPGD14$4,2310.00%
201SMITH & WESSON BRANDS INCSWBI300$3,8940.00%
202DISNEY WALT CO25468710640$3,8800.00%
203DELTA AIR LINES INC DELDAL76$3,8520.00%
204AMC ENTMT HLDGS INC00165C302791$3,6000.00%
205QUALCOMM INCQCOM20$3,4010.00%
206CVS HEALTH CORPCVS50$3,1440.00%
207BROOKFIELD WEALTH SOL LTDBNT58$3,0840.00%
208AMERICAN AIRLS GROUP INC02376R102265$2,9790.00%
209KINDER MORGAN INC DELEP-PC133$2,9380.00%
210BOSTON BEER INCSAM10$2,8920.00%
211TILRAY BRANDS INCTLRY1,586$2,7920.00%
212CARNIVAL CORPCUKPF136$2,5140.00%
213APPLE INCAAPL10$2,3730.00%
214DELEK US HLDGS INC NEWDK109$2,0430.00%
215QUANTUMSCAPE CORPQS345$1,9840.00%
216CARNIVAL CORPCUKPF100$1,8480.00%
217INTERCONTINENTAL HOTELS GROU45857P80617$1,8350.00%
218TJX COS INC NEW87254010916$1,8330.00%
219WK KELLOGG CO92942W107106$1,8140.00%
220ISHARES TR46428986728$1,6590.00%
221YETI HLDGS INCYETI40$1,6420.00%
222LUMEN TECHNOLOGIES INCLUMN229$1,6260.00%
223CORNING INCGLW35$1,5690.00%
224GENESIS ENERGY L PGEL116$1,5510.00%
225CONAGRA BRANDS INCCAG41$1,3360.00%
226COMPASS MINERALS INTL INCCOMP104$1,2550.00%
227OCCIDENTAL PETE CORP67459910522$1,1340.00%
228FORD MTR CO345370860106$1,1220.00%
229LUMEN TECHNOLOGIES INCLUMN142$1,0090.00%
230CLOROX CO DELCLX6$9780.00%
231KELLANOVABEKE12$9500.00%
232ALCOA CORPAA24$9150.00%
233MP MATERIALS CORPMP50$8830.00%
234ADIENT PLCADNT39$8810.00%
235EPR PPTYS26884U10917$8340.00%
236BLACK HILLS CORPBKH12$7200.00%
237CRICUT INCCRCT100$6930.00%
238AMERICAN OUTDOOR BRANDS INCAOUT75$6920.00%
239INVESCO EXCH TRADED FD TR IIIVZ3$6030.00%
240ALAMOS GOLD INC NEWAGI30$5990.00%
241TOAST INCTOST20$5670.00%
242SIRIUSXM HOLDINGS INC82993310022$5210.00%
243OCCIDENTAL PETE CORP67459916215$4460.00%
244HONDA MOTOR LTDHNDAF12$3840.00%
245LITHIUM AMERICAS ARGENTINA C53681K100100$3260.00%
246PELOTON INTERACTIVE INCPTON59$2770.00%
247LITHIUM AMERS CORP NEWLTUM100$2700.00%
248VERIZON COMMUNICATIONS INCVZ5$2320.00%
249WABTEC9297401081$1890.00%
250CELSIUS HLDGS INCCELH5$1570.00%
251SOUNDHOUND AI INCSOUNW25$1170.00%
252EVERGY INCEVRG1$740.00%
253SLR INVESTMENT CORPSLRC4$610.00%
254ARCHER DANIELS MIDLAND COADM1$600.00%
255STRATASYS LTDSSYS7$590.00%
256NORTHERN DYNASTY MINERALS LT66510M204175$590.00%
257WK KELLOGG CO92942W1072$350.00%
258GAMESTOP CORP NEWGME-WT1$230.00%
259WARNER BROS DISCOVERY INCWBD2$170.00%