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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 Q4 2024 · Filed February 13, 2025 · Accession 0001801241-25-000001

Total Value
$177.3M
Positions
347
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (346)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085243001,330,888$37.1M20.92%
2VANGUARD TAX-MANAGED FDS921943858336,590$16.1M9.08%
3VANGUARD INTL EQUITY INDEX F922042858329,617$14.5M8.19%
4ISHARES TR46428720019,953$11.7M6.63%
5ISHARES TR46428759858,746$10.9M6.13%
6BERKSHIRE HATHAWAY INC DELBRK-A20,138$9.1M5.15%
7SCHWAB STRATEGIC TR808524508298,027$8.3M4.66%
8VANGUARD BD INDEX FDS921937835101,890$7.3M4.13%
9APPLE INCAAPL28,164$7.1M3.98%
10UNION PAC CORPUNP30,196$6.9M3.88%
11SCHWAB STRATEGIC TR808524409193,949$5.1M2.85%
12SSGA ACTIVE ETF TR78467V848109,270$4.3M2.43%
13SCHWAB STRATEGIC TR808524870149,260$3.9M2.17%
14VANGUARD SCOTTSDALE FDS92206C66440,801$3.6M2.06%
15BROOKFIELD INFRAST PARTNERSG16252101108,822$3.5M1.95%
16VANGUARD INDEX FDS9229086298,553$2.3M1.27%
17LITMAN GREGORY FDS TR53700T751173,684$2.0M1.12%
18SCHWAB STRATEGIC TR80852480590,104$1.7M0.94%
19SCHWAB STRATEGIC TR80852420162,028$1.4M0.81%
201/100 BERKSHIRE HTWY A CLASS ABRK-A200$1.4M0.77%
21SCHWAB STRATEGIC TR80852470648,387$1.3M0.73%
22MICROSOFT CORPMSFT2,130$897,6760.51%
23CATERPILLAR INCCAT2,467$894,8790.50%
24SCHWAB STRATEGIC TR80852479729,646$809,9180.46%
25INVESCO QQQ TRIVZ1,248$637,8120.36%
26BROOKFIELD INFRASTRUCTURE COBIPC15,668$626,8650.35%
27SCHWAB STRATEGIC TR80852460723,944$619,1970.35%
28ALPHABET INCGOOG3,141$594,5930.34%
29INVESCO EXCH TRADED FD TR IIIVZ10,535$508,9460.29%
30BROOKFIELD CORP11271J1078,173$469,5390.26%
31ALPHABET INCGOOG2,066$393,4500.22%
32BROOKFIELD ASSET MANAGMT LTD1130041056,962$377,2710.21%
33AUTOMATIC DATA PROCESSING INADP1,230$360,0580.20%
34BLUE OWL CAPITAL INCOWL15,152$352,4360.20%
35ISHARES TR4642878872,494$337,6130.19%
36DEERE & CODE778$329,6390.19%
37PROCTER AND GAMBLE CO7427181091,938$324,9060.18%
38SPDR SER TR78464A4093,501$307,7640.17%
39JPMORGAN CHASE & CO.VYLD1,205$288,8510.16%
40VANGUARD WORLD FD9219108731,340$284,9650.16%
41AMAZON COM INCAMZN1,218$267,2180.15%
42MASTERCARD INCORPORATEDMA500$263,2850.15%
43ENTERPRISE PRODS PARTNERS L2937921078,374$262,6200.15%
44SCHWAB STRATEGIC TR8085247229,180$259,8790.15%
45AMERICAN TOWER CORP NEW03027X1001,294$237,3390.13%
46VANGUARD WORLD FD92204A702349$217,0090.12%
47ISHARES TR464287655925$204,3880.12%
48PHILLIPS EDISON & CO INCPECO5,079$190,2600.11%
49WALMART INCWMT2,100$189,9220.11%
50MCKESSON CORPMCK315$179,5220.10%
51SILA REALTY TRUST INCSILA7,362$179,0440.10%
52RTX CORPORATIONRTX1,540$178,2090.10%
53ABBVIE INCABBV905$160,8190.09%
54BERKSHIRE HATHAWAY INC DELBRK-A344$155,9280.09%
55CHEVRON CORP NEWCVX1,064$154,1780.09%
56SPDR S&P 500 ETF TRSPY241$141,2070.08%
57VANGUARD INDEX FDS922908363257$138,5220.08%
58J P MORGAN EXCHANGE TRADED F46641Q3322,376$137,5730.08%
59TESLA INCTSLA330$133,2680.08%
60ALTRIA GROUP INCMO2,520$131,7710.07%
61TENET HEALTHCARE CORPTHC984$124,2110.07%
62BANK AMERICA CORP0605051042,793$122,7720.07%
63NEWMONT CORPNEMCL3,056$113,7450.06%
64ISHARES SILVER TRSLV4,006$105,4780.06%
65FS KKR CAP CORPFSK4,847$105,2770.06%
66AMGEN INCAMGN387$100,8680.06%
67MPLX LPMPLXP2,017$96,5340.05%
68AT&T INCT-PC4,224$96,1790.05%
69TAKE-TWO INTERACTIVE SOFTWARTTWO500$92,0400.05%
70BP PLCBPPFF3,104$91,4540.05%
71MORGAN STANLEY DIRECT LENDIN61774A1034,077$84,2310.05%
72WESTERN MIDSTREAM PARTNERS LWES2,168$83,3170.05%
73ISHARES TR464287614202$81,1200.05%
74INTEL CORPINTC4,023$80,6710.05%
75EPR PPTYS26884U1091,808$80,0590.05%
76TEXAS INSTRS INC882508104427$80,0370.05%
77TRAVELERS COMPANIES INCTRV325$78,2900.04%
78ABBOTT LABSABLZF664$75,1060.04%
79INTERNATIONAL BUSINESS MACHSINTR311$68,3850.04%
80DUKE ENERGY CORP NEWDUKB620$66,7990.04%
81ALLSTATE CORPALL-PJ342$65,8670.04%
82SPDR SER TR78468R8531,435$64,4610.04%
83ISHARES TR464287705515$64,3550.04%
84SPDR SER TR78464A854933$64,3220.04%
85CONAGRA BRANDS INCCAG2,117$58,7470.03%
86GE AEROSPACE369604301349$58,2940.03%
87WALGREENS BOOTS ALLIANCE INC9314271086,163$57,5010.03%
88SPDR GOLD TRGLD214$51,8160.03%
89LAMB WESTON HLDGS INCLW738$49,3210.03%
90FEDEX CORPFDX168$47,2850.03%
91VANGUARD ADMIRAL FDS INC921932885442$46,6310.03%
92DANAHER CORPORATION235851102201$46,1400.03%
93UNITED PARCEL SERVICE INCUPS365$46,0270.03%
94REALTY INCOME CORPO859$45,8600.03%
95VANGUARD INDEX FDS922908744255$43,1720.02%
96BOEING COBA-PA241$42,6730.02%
97ISHARES TR464287804369$42,5170.02%
98UNION PAC CORPUNP186$42,4790.02%
99COMPASS DIVERSIFIEDCODI-PC1,837$42,3980.02%
100PERMIAN RESOURCES CORPPR2,871$41,2850.02%
101SCHWAB STRATEGIC TR8085241021,715$38,9230.02%
102ORACLE CORPORCL-PD232$38,6610.02%
103NORTHROP GRUMMAN CORPNOC80$37,5440.02%
104INVESCO EXCHANGE TRADED FD TIVZ915$36,9120.02%
105WELLS FARGO CO NEW949746101523$36,7360.02%
106ELI LILLY & COLLY46$35,5120.02%
107KELLANOVABEKE424$34,3320.02%
108HOME DEPOT INCHD88$34,1050.02%
109SELECT SECTOR SPDR TR81369Y605700$33,8310.02%
110JOHNSON CTLS INTL PLCG51502105411$32,5900.02%
111APPLIED MATLS INC038222105200$32,5260.02%
112MCDONALDS CORPMCD110$31,8880.02%
113PEPSICO INCPEP209$31,7440.02%
114FISERV INCFISV154$31,6350.02%
115DEERE & CODE72$30,5060.02%
116PRINCIPAL FINANCIAL GROUP INPFG387$29,9800.02%
117META PLATFORMS INCMETA50$29,2760.02%
118STARBUCKS CORPSBUX317$28,9270.02%
119ISHARES TR464287473203$26,2570.01%
120SELECT SECTOR SPDR TR81369Y852266$25,7520.01%
121DISCOVER FINL SVCS254709108149$25,7390.01%
122BRISTOL-MYERS SQUIBB COCELG-RI452$25,5660.01%
123PRINCIPAL FINANCIAL GROUP INPFG322$24,9180.01%
124GE VERNOVA INCGEV75$24,6890.01%
125PHILIP MORRIS INTL INC718172109200$24,2730.01%
126ANALOG DEVICES INCADI113$24,0080.01%
127PRUDENTIAL FINL INCPUKPF200$23,7060.01%
128EXXON MOBIL CORPXOM220$23,6660.01%
129ALLIANT ENERGY CORPLNT400$23,6560.01%
130COSTCO WHSL CORP NEW22160K10526$23,4900.01%
131VANGUARD INTL EQUITY INDEX F922042775408$23,4240.01%
132EMERSON ELEC COEMR183$22,6800.01%
133MARVELL TECHNOLOGY INCMRVL201$22,2010.01%
134REGIONS FINANCIAL CORP NEWRF-PF911$21,4240.01%
135JOHNSON & JOHNSONJNJ148$21,4040.01%
136WATSCO INCWSO-B44$21,0800.01%
137UBER TECHNOLOGIES INCUBER340$20,5090.01%
138BECTON DICKINSON & COBDX86$19,6200.01%
139VIRTU FINL INC928254101532$18,9820.01%
140ISHARES TR46434V621300$18,4020.01%
141TARGET CORPTGT134$18,1150.01%
142VISA INCV57$18,0150.01%
143CASEYS GEN STORES INC14752810345$17,9300.01%
144CONSOLIDATED EDISON INCED200$17,8460.01%
145MORGAN STANLEYMS-PQ138$17,3440.01%
146ISHARES TR46428764860$17,2700.01%
147PFIZER INCPFE625$16,5820.01%
148LOCKHEED MARTIN CORPLMT34$16,5220.01%
149ISHARES TR464287481130$16,4780.01%
150CONSTELLATION ENERGY CORPCEG72$16,1080.01%
151VANGUARD INDEX FDS92290859556$15,6840.01%
152ISHARES BITCOIN TRUST ETFIBIT288$15,2790.01%
153DISNEY WALT CO254687106135$15,0330.01%
154ENERGY RECOVERY INCERII1,000$14,7000.01%
155ENERGY TRANSFER L PET-PI724$14,1840.01%
156ARCBEST CORPARCB150$13,9980.01%
157COMCAST CORP NEWCCZ370$13,8710.01%
158SELECT SECTOR SPDR TR81369Y506160$13,7060.01%
159UNITED STATES ANTIMONY CORPUAMY7,700$13,6290.01%
160COCA COLA COKO217$13,5120.01%
161TESLA INCTSLA30$12,1160.01%
162TYSON FOODS INCTSN210$12,0630.01%
163AMAZON COM INCAMZN54$11,8480.01%
164EXPEDITORS INTL WASH INC302130109104$11,5210.01%
165NUVEEN PFD & INCOME OPPORTUNNU1,406$11,0520.01%
166SPDR S&P MIDCAP 400 ETF TRMDY19$10,8230.01%
167DOMINION ENERGY INCD200$10,7720.01%
168ABBVIE INCABBV60$10,6620.01%
169BP PLCBPPFF358$10,5830.01%
170PIMCO ETF TR72201R817111$10,5570.01%
171FIRST TR EXCHANGE TRADED FD33734X143100$10,4130.01%
172FISERV INCFISV50$10,2710.01%
173TIDAL TR II88636J584500$10,0500.01%
174SFL CORPORATION LTDSFL978$9,9960.01%
175HARLEY DAVIDSON INCHOG322$9,7020.01%
176EXTRA SPACE STORAGE INCEXR64$9,5750.01%
177ISHARES TR46428763058$9,5220.01%
178US BANCORP DELUSB-PS191$9,1300.01%
179ENBRIDGE INCENNPF206$8,7410.00%
180GOLDMAN SACHS GROUP INCGSCE15$8,5900.00%
181BLOCK INCBSQKZ100$8,4990.00%
182MONDELEZ INTL INC609207105138$8,3080.00%
183VERIZON COMMUNICATIONS INCVZ204$8,1650.00%
184HOWMET AEROSPACE INCHWM72$7,8680.00%
185GE HEALTHCARE TECHNOLOGIES IGEHC100$7,8180.00%
186EXELON CORPEXC199$7,4910.00%
187COCA COLA COKO119$7,4290.00%
188WISDOMTREE TRWT95$7,2080.00%
189CISCO SYS INCCSCO119$7,0480.00%
190FIRST TR EXCHANGE-TRADED FD33733E10479$6,9380.00%
191NVIDIA CORPORATIONNVDA50$6,7160.00%
192OCCIDENTAL PETE CORP674599105126$6,2390.00%
193PULTE GROUP INC74586710157$6,2080.00%
194HUNTINGTON BANCSHARES INCHBANP376$6,1760.00%
195CION INVT CORP17259U204538$6,1340.00%
196ADAMS DIVERSIFIED EQUITY FD006212104288$5,8180.00%
197BLACKSTONE INCBX33$5,6900.00%
198PAYPAL HLDGS INCPYPL65$5,5480.00%
199PHILLIPS 66PSX43$4,8990.00%
200VANGUARD INTL EQUITY INDEX F92204274240$4,7000.00%
201AMERICAN AIRLS GROUP INC02376R102265$4,6190.00%
202DELTA AIR LINES INC DELDAL76$4,6000.00%
203DISNEY WALT CO25468710640$4,4920.00%
204ADVANCED MICRO DEVICES INCAMD37$4,4700.00%
205MANULIFE FINL CORP56501R106144$4,4230.00%
206PROSHARES TR74347G804100$4,4170.00%
207SPDR INDEX SHS FDS78463X103100$3,9840.00%
208FREEPORT-MCMORAN INCFCX104$3,9640.00%
209KINDER MORGAN INC DELEP-PC144$3,9460.00%
210QUALCOMM INCQCOM25$3,9080.00%
211GENERAL DYNAMICS CORPGD14$3,6890.00%
212BEST BUY INCBBY42$3,6040.00%
213REGENERON PHARMACEUTICALSREGN5$3,5620.00%
214CAPITAL GROUP GBL GROWTH EQT14020X104117$3,4190.00%
215CARNIVAL CORPCUKPF136$3,3900.00%
216BROOKFIELD WEALTH SOL LTDBNT58$3,3320.00%
217AMC ENTMT HLDGS INC00165C302791$3,1490.00%
218SMITH & WESSON BRANDS INCSWBI300$3,0320.00%
219BOSTON BEER INCSAM10$3,0000.00%
220TEXAS INSTRS INC88250810415$2,8130.00%
221SPDR INDEX SHS FDS78463X88982$2,7990.00%
222APPLE INCAAPL10$2,5530.00%
223CARNIVAL CORPCUKPF100$2,4920.00%
224JOHN HANCOCK EXCHANGE TRADED47804J20641$2,4490.00%
225CAPITAL GROUP GROWTH ETF14020G10163$2,3420.00%
226SPDR SER TR78464A50845$2,3020.00%
227CVS HEALTH CORPCVS50$2,2450.00%
228TILRAY BRANDS INCTLRY1,586$2,1100.00%
229INTERCONTINENTAL HOTELS GROU45857P80617$2,0750.00%
230DELEK US HLDGS INC NEWDK110$2,0440.00%
231WK KELLOGG CO92942W107106$1,9070.00%
232CLEARWAY ENERGY INCCWEN-A73$1,8980.00%
233TJX COS INC NEW87254010916$1,8890.00%
234QUANTUMSCAPE CORPQS345$1,7910.00%
235CORNING INCGLW35$1,6520.00%
236ISHARES TR46428986728$1,6050.00%
237HP INCHPQ48$1,5670.00%
238ROPER TECHNOLOGIES INCROP3$1,5600.00%
239YETI HLDGS INCYETI40$1,5410.00%
240GALLAGHER ARTHUR J & CO3635761095$1,4200.00%
241PAYCHEX INCPAYX10$1,4030.00%
242LUMEN TECHNOLOGIES INCLUMN229$1,2160.00%
243GENESIS ENERGY L PGEL118$1,1900.00%
244COMPASS MINERALS INTL INCCOMP104$1,1740.00%
245MCDONALDS CORPMCD4$1,1600.00%
246CONAGRA BRANDS INCCAG42$1,1540.00%
247AMERICAN OUTDOOR BRANDS INCAOUT75$1,1430.00%
248OCCIDENTAL PETE CORP67459910522$1,0880.00%
249FORD MTR CO345370860108$1,0660.00%
250CLOROX CO DELCLX6$9750.00%
251KELLANOVABEKE12$9600.00%
252HEWLETT PACKARD ENTERPRISE CHPE-PC44$9400.00%
253ALCOA CORPAA24$8980.00%
254TIDAL ETF TR88636481949$8890.00%
255AMERICAN ELEC PWR CO INC0255371019$8040.00%
256GENERAL MTRS CO37045V10015$8000.00%
257MP MATERIALS CORPMP50$7800.00%
258LUMEN TECHNOLOGIES INCLUMN142$7550.00%
259EPR PPTYS26884U10917$7530.00%
260BLACK HILLS CORPBKH12$6970.00%
261ONEOK INC NEWOKE7$6780.00%
262ADIENT PLCADNT39$6720.00%
263CONOCOPHILLIPSCOP7$6720.00%
264MAIN STR CAP CORP56035L10411$6400.00%
265INVESCO EXCH TRADED FD TR IIIVZ3$6320.00%
266KKR & CO INCKKRT4$5920.00%
267CRICUT INCCRCT100$5700.00%
268TECK RESOURCES LTDTCKRF14$5550.00%
269ALAMOS GOLD INC NEWAGI30$5540.00%
270PELOTON INTERACTIVE INCPTON59$5140.00%
271SIRIUSXM HOLDINGS INC82993310022$5080.00%
272SCHWAB CHARLES CORPSCHW-PJ6$4450.00%
273HANCOCK JOHN TAX-ADVANTAGED41013V10020$4410.00%
274OCCIDENTAL PETE CORP67459916215$4140.00%
275UNITIL CORPUTL7$3810.00%
276DOLLAR TREE INCDLTR5$3750.00%
277ARTIVION INCAORT13$3720.00%
278AMERISAFE INCAMSF7$3610.00%
279HONDA MOTOR LTDHNDAF12$3460.00%
280STEEL DYNAMICS INCSTLD3$3430.00%
281BARRICK GOLD CORP06790110821$3300.00%
282LITHIUM AMERS CORP NEWLTUM100$2970.00%
283WHEATON PRECIOUS METALS CORPWPM5$2820.00%
284WILLIAMS COS INC9694571005$2710.00%
285MV OIL TRMVO32$2560.00%
286NUCOR CORPNUE2$2340.00%
287FIRST FINANCIAL NORTHWEST IN32022K10210$2170.00%
288VALE S AVALE24$2130.00%
289VERIZON COMMUNICATIONS INCVZ5$2100.00%
290BLACKROCK ENHANCD CAP & INMBLK10$2010.00%
291WABTEC9297401081$1970.00%
292CALUMET INCCLMT9$1930.00%
293ESSENTIAL UTILS INC29670G1025$1820.00%
294OXFORD LANE CAP CORPOXLCZ35$1760.00%
295DANA INCDAN15$1740.00%
296GSK PLCGLAXF5$1700.00%
297GLADSTONE COMMERCIAL CORPGOODO10$1630.00%
298REAVES UTIL INCOME FD7561581015$1590.00%
299PLAINS ALL AMERN PIPELINE L7265031059$1550.00%
300INVESCO EXCH TRADED FD TR IIIVZ13$1500.00%
301PIMCO STRATEGIC INCOME FD72200X10415$1150.00%
302GLADSTONE LD CORP37654910110$1090.00%
303GLADSTONE INVT CORP3765461078$1060.00%
304LINEAGE CELL THERAPEUTICS IN53566P109205$1040.00%
305NORTHERN DYNASTY MINERALS LT66510M204175$1020.00%
306PPL CORPPPLC3$990.00%
307FIRST TR EXCHNG TRADED FD VI33740U6046$970.00%
308BIG 5 SPORTING GOODS CORP08915P10150$900.00%
309NUVEEN DOW 30 DYNMC OVERWRTNU6$880.00%
310XEROX HOLDINGS CORPXRXDW10$850.00%
311BLACKROCK MUNI INCOME TR IIBLK8$850.00%
312THE CAMPBELLS COMPANYCPB2$840.00%
313BLACKROCK ENHANCED EQUITY DIBLK10$830.00%
314MIDCAP FINANCIAL INVSTMNT CO03761U5026$810.00%
315ALLIANCEBERNSTEIN NATL MUN I01864U1067$770.00%
316OAKTREE SPECIALTY LENDING COOCSL5$770.00%
317EVERGY INCEVRG1$740.00%
318FORD MTR CO3453708607$700.00%
319HALEON PLCHLNCF7$680.00%
320BROOKFIELD REAL ASSETS INCOMRA5$670.00%
321GLOBAL X FDS37950E3337$650.00%
322SLR INVESTMENT CORPSLRC4$650.00%
323VIRTUS DIVIDEND INTEREST & PNFJ5$640.00%
324STRATASYS LTDSSYS7$630.00%
325DXC TECHNOLOGY CODXC3$600.00%
326ARCHER DANIELS MIDLAND COADM1$510.00%
327STITCH FIX INCSFIX10$440.00%
328TRANSOCEAN LTDRIG12$440.00%
329NAVIOS MARITIME PARTNERS L PNMM1$440.00%
330ETF SER SOLUTIONS26922A1982$420.00%
331WK KELLOGG CO92942W1072$360.00%
332PENNANTPARK INVT CORP7080621045$360.00%
333CONDUENT INCCNDT8$330.00%
334LENDINGCLUB CORPLC2$330.00%
335GLOBALSTAR INCGSAT15$320.00%
336PITNEY BOWES INCPBI-PB3$230.00%
337RUNWAY GROWTH FINANCE CORPRWAYL2$220.00%
338WARNER BROS DISCOVERY INCWBD2$220.00%
339BARINGS BDC INCBBDC2$200.00%
340FLAGSTAR FINANCIAL INCFLG-PU2$190.00%
341PORTMAN RIDGE FIN CORPBCIC1$170.00%
342ORCHID IS CAP INC68571X3012$160.00%
343FRANKLIN LTD DURATION INCOMEFTF2$140.00%
344OXFORD SQUARE CAP CORPOXSQH5$130.00%
345ORION OFFICE REIT INCONL1$40.00%
346BP PRUDHOE BAY RTY TRBPPFF3$20.00%