Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

RE Dickinson Investment Advisors, LLC

Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001801241-25-000002

Total Value
$1.8M
Positions
347
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (346)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085243001,330,888$370,91820.92%
2VANGUARD TAX-MANAGED FDS921943858336,590$160,9579.08%
3VANGUARD INTL EQUITY INDEX F922042858329,617$145,1638.19%
4ISHARES TR46428720019,953$117,4576.63%
5ISHARES TR46428759858,746$108,7566.13%
6BERKSHIRE HATHAWAY INC DELBRK-A20,138$91,2825.15%
7SCHWAB STRATEGIC TR808524508298,027$82,5834.66%
8VANGUARD BD INDEX FDS921937835101,890$73,2694.13%
9APPLE INCAAPL28,164$70,5283.98%
10UNION PAC CORPUNP30,196$68,8603.88%
11SCHWAB STRATEGIC TR808524409193,949$50,5632.85%
12SSGA ACTIVE ETF TR78467V848109,270$43,0412.43%
13SCHWAB STRATEGIC TR808524870149,260$38,5542.17%
14VANGUARD SCOTTSDALE FDS92206C66440,801$36,4482.06%
15BROOKFIELD INFRAST PARTNERSG16252101108,822$34,5941.95%
16VANGUARD INDEX FDS9229086298,553$22,5911.27%
17LITMAN GREGORY FDS TR53700T751173,684$19,9141.12%
18SCHWAB STRATEGIC TR80852480590,104$16,6690.94%
19SCHWAB STRATEGIC TR80852420162,028$14,3780.81%
201/100 BERKSHIRE HTWY A CLASS ABRK-A200$13,6180.77%
21SCHWAB STRATEGIC TR80852470648,387$12,8850.73%
22MICROSOFT CORPMSFT2,130$8,9770.51%
23CATERPILLAR INCCAT2,467$8,9490.50%
24SCHWAB STRATEGIC TR80852479729,646$8,0990.46%
25INVESCO QQQ TRIVZ1,248$6,3780.36%
26BROOKFIELD INFRASTRUCTURE COBIPC15,668$6,2690.35%
27SCHWAB STRATEGIC TR80852460723,944$6,1920.35%
28ALPHABET INCGOOG3,141$5,9460.34%
29INVESCO EXCH TRADED FD TR IIIVZ10,535$5,0890.29%
30BROOKFIELD CORP11271J1078,173$4,6950.26%
31ALPHABET INCGOOG2,066$3,9350.22%
32BROOKFIELD ASSET MANAGMT LTD1130041056,962$3,7730.21%
33AUTOMATIC DATA PROCESSING INADP1,230$3,6010.20%
34BLUE OWL CAPITAL INCOWL15,152$3,5240.20%
35ISHARES TR4642878872,494$3,3760.19%
36DEERE & CODE778$3,2960.19%
37PROCTER AND GAMBLE CO7427181091,938$3,2490.18%
38SPDR SER TR78464A4093,501$3,0780.17%
39JPMORGAN CHASE & CO.VYLD1,205$2,8890.16%
40VANGUARD WORLD FD9219108731,340$2,8500.16%
41AMAZON COM INCAMZN1,218$2,6720.15%
42MASTERCARD INCORPORATEDMA500$2,6330.15%
43ENTERPRISE PRODS PARTNERS L2937921078,374$2,6260.15%
44SCHWAB STRATEGIC TR8085247229,180$2,5990.15%
45AMERICAN TOWER CORP NEW03027X1001,294$2,3730.13%
46VANGUARD WORLD FD92204A702349$2,1700.12%
47ISHARES TR464287655925$2,0440.12%
48PHILLIPS EDISON & CO INCPECO5,079$1,9030.11%
49WALMART INCWMT2,100$1,8990.11%
50MCKESSON CORPMCK315$1,7950.10%
51SILA REALTY TRUST INCSILA7,362$1,7900.10%
52RTX CORPORATIONRTX1,540$1,7820.10%
53ABBVIE INCABBV905$1,6080.09%
54BERKSHIRE HATHAWAY INC DELBRK-A344$1,5590.09%
55CHEVRON CORP NEWCVX1,064$1,5420.09%
56SPDR S&P 500 ETF TRSPY241$1,4120.08%
57VANGUARD INDEX FDS922908363257$1,3850.08%
58J P MORGAN EXCHANGE TRADED F46641Q3322,376$1,3760.08%
59TESLA INCTSLA330$1,3330.08%
60ALTRIA GROUP INCMO2,520$1,3180.07%
61TENET HEALTHCARE CORPTHC984$1,2420.07%
62BANK AMERICA CORP0605051042,793$1,2280.07%
63NEWMONT CORPNEMCL3,056$1,1370.06%
64ISHARES SILVER TRSLV4,006$1,0550.06%
65FS KKR CAP CORPFSK4,847$1,0530.06%
66AMGEN INCAMGN387$1,0090.06%
67MPLX LPMPLXP2,017$9650.05%
68AT&T INCT-PC4,224$9620.05%
69TAKE-TWO INTERACTIVE SOFTWARTTWO500$9200.05%
70BP PLCBPPFF3,104$9150.05%
71MORGAN STANLEY DIRECT LENDIN61774A1034,077$8420.05%
72WESTERN MIDSTREAM PARTNERS LWES2,168$8330.05%
73ISHARES TR464287614202$8110.05%
74INTEL CORPINTC4,023$8070.05%
75EPR PPTYS26884U1091,808$8010.05%
76TEXAS INSTRS INC882508104427$8000.05%
77TRAVELERS COMPANIES INCTRV325$7830.04%
78ABBOTT LABSABLZF664$7510.04%
79INTERNATIONAL BUSINESS MACHSINTR311$6840.04%
80DUKE ENERGY CORP NEWDUKB620$6680.04%
81ALLSTATE CORPALL-PJ342$6590.04%
82SPDR SER TR78468R8531,435$6450.04%
83ISHARES TR464287705515$6440.04%
84SPDR SER TR78464A854933$6430.04%
85CONAGRA BRANDS INCCAG2,117$5870.03%
86GE AEROSPACE369604301349$5830.03%
87WALGREENS BOOTS ALLIANCE INC9314271086,163$5750.03%
88SPDR GOLD TRGLD214$5180.03%
89LAMB WESTON HLDGS INCLW738$4930.03%
90FEDEX CORPFDX168$4730.03%
91VANGUARD ADMIRAL FDS INC921932885442$4660.03%
92DANAHER CORPORATION235851102201$4610.03%
93UNITED PARCEL SERVICE INCUPS365$4600.03%
94REALTY INCOME CORPO859$4590.03%
95VANGUARD INDEX FDS922908744255$4320.02%
96BOEING COBA-PA241$4270.02%
97ISHARES TR464287804369$4250.02%
98UNION PAC CORPUNP186$4250.02%
99COMPASS DIVERSIFIEDCODI-PC1,837$4240.02%
100PERMIAN RESOURCES CORPPR2,871$4130.02%
101SCHWAB STRATEGIC TR8085241021,715$3890.02%
102ORACLE CORPORCL-PD232$3870.02%
103NORTHROP GRUMMAN CORPNOC80$3750.02%
104INVESCO EXCHANGE TRADED FD TIVZ915$3690.02%
105WELLS FARGO CO NEW949746101523$3670.02%
106ELI LILLY & COLLY46$3550.02%
107KELLANOVABEKE424$3430.02%
108HOME DEPOT INCHD88$3410.02%
109SELECT SECTOR SPDR TR81369Y605700$3380.02%
110JOHNSON CTLS INTL PLCG51502105411$3260.02%
111APPLIED MATLS INC038222105200$3250.02%
112MCDONALDS CORPMCD110$3190.02%
113PEPSICO INCPEP209$3170.02%
114FISERV INCFISV154$3160.02%
115DEERE & CODE72$3050.02%
116PRINCIPAL FINANCIAL GROUP INPFG387$3000.02%
117META PLATFORMS INCMETA50$2930.02%
118STARBUCKS CORPSBUX317$2890.02%
119ISHARES TR464287473203$2630.01%
120SELECT SECTOR SPDR TR81369Y852266$2580.01%
121DISCOVER FINL SVCS254709108149$2570.01%
122BRISTOL-MYERS SQUIBB COCELG-RI452$2560.01%
123PRINCIPAL FINANCIAL GROUP INPFG322$2490.01%
124GE VERNOVA INCGEV75$2470.01%
125PHILIP MORRIS INTL INC718172109200$2430.01%
126ANALOG DEVICES INCADI113$2400.01%
127PRUDENTIAL FINL INCPUKPF200$2370.01%
128EXXON MOBIL CORPXOM220$2370.01%
129ALLIANT ENERGY CORPLNT400$2370.01%
130COSTCO WHSL CORP NEW22160K10526$2350.01%
131VANGUARD INTL EQUITY INDEX F922042775408$2340.01%
132EMERSON ELEC COEMR183$2270.01%
133MARVELL TECHNOLOGY INCMRVL201$2220.01%
134REGIONS FINANCIAL CORP NEWRF-PF911$2140.01%
135JOHNSON & JOHNSONJNJ148$2140.01%
136WATSCO INCWSO-B44$2110.01%
137UBER TECHNOLOGIES INCUBER340$2050.01%
138BECTON DICKINSON & COBDX86$1960.01%
139VIRTU FINL INC928254101532$1900.01%
140ISHARES TR46434V621300$1840.01%
141TARGET CORPTGT134$1810.01%
142VISA INCV57$1800.01%
143CASEYS GEN STORES INC14752810345$1790.01%
144CONSOLIDATED EDISON INCED200$1780.01%
145MORGAN STANLEYMS-PQ138$1730.01%
146ISHARES TR46428764860$1730.01%
147PFIZER INCPFE625$1660.01%
148ISHARES TR464287481130$1650.01%
149LOCKHEED MARTIN CORPLMT34$1650.01%
150CONSTELLATION ENERGY CORPCEG72$1610.01%
151VANGUARD INDEX FDS92290859556$1570.01%
152ISHARES BITCOIN TRUST ETFIBIT288$1530.01%
153DISNEY WALT CO254687106135$1500.01%
154ENERGY RECOVERY INCERII1,000$1470.01%
155ENERGY TRANSFER L PET-PI724$1420.01%
156ARCBEST CORPARCB150$1400.01%
157COMCAST CORP NEWCCZ370$1390.01%
158SELECT SECTOR SPDR TR81369Y506160$1370.01%
159UNITED STATES ANTIMONY CORPUAMY7,700$1360.01%
160COCA COLA COKO217$1350.01%
161TYSON FOODS INCTSN210$1210.01%
162TESLA INCTSLA30$1210.01%
163AMAZON COM INCAMZN54$1180.01%
164EXPEDITORS INTL WASH INC302130109104$1150.01%
165NUVEEN PFD & INCOME OPPORTUNNU1,406$1110.01%
166SPDR S&P MIDCAP 400 ETF TRMDY19$1080.01%
167DOMINION ENERGY INCD200$1080.01%
168ABBVIE INCABBV60$1070.01%
169BP PLCBPPFF358$1060.01%
170PIMCO ETF TR72201R817111$1060.01%
171FIRST TR EXCHANGE TRADED FD33734X143100$1040.01%
172FISERV INCFISV50$1030.01%
173TIDAL TR II88636J584500$1010.01%
174SFL CORPORATION LTDSFL978$1000.01%
175HARLEY DAVIDSON INCHOG322$970.01%
176EXTRA SPACE STORAGE INCEXR64$960.01%
177ISHARES TR46428763058$950.01%
178US BANCORP DELUSB-PS191$910.01%
179ENBRIDGE INCENNPF206$870.00%
180GOLDMAN SACHS GROUP INCGSCE15$860.00%
181BLOCK INCBSQKZ100$850.00%
182MONDELEZ INTL INC609207105138$830.00%
183VERIZON COMMUNICATIONS INCVZ204$820.00%
184HOWMET AEROSPACE INCHWM72$790.00%
185GE HEALTHCARE TECHNOLOGIES IGEHC100$780.00%
186EXELON CORPEXC199$750.00%
187COCA COLA COKO119$740.00%
188WISDOMTREE TRWT95$720.00%
189CISCO SYS INCCSCO119$700.00%
190FIRST TR EXCHANGE-TRADED FD33733E10479$690.00%
191NVIDIA CORPORATIONNVDA50$670.00%
192HUNTINGTON BANCSHARES INCHBANP376$620.00%
193OCCIDENTAL PETE CORP674599105126$620.00%
194PULTE GROUP INC74586710157$620.00%
195CION INVT CORP17259U204538$610.00%
196ADAMS DIVERSIFIED EQUITY FD006212104288$580.00%
197BLACKSTONE INCBX33$570.00%
198PAYPAL HLDGS INCPYPL65$550.00%
199PHILLIPS 66PSX43$490.00%
200VANGUARD INTL EQUITY INDEX F92204274240$470.00%
201AMERICAN AIRLS GROUP INC02376R102265$460.00%
202DELTA AIR LINES INC DELDAL76$460.00%
203DISNEY WALT CO25468710640$450.00%
204ADVANCED MICRO DEVICES INCAMD37$450.00%
205PROSHARES TR74347G804100$440.00%
206MANULIFE FINL CORP56501R106144$440.00%
207FREEPORT-MCMORAN INCFCX104$400.00%
208SPDR INDEX SHS FDS78463X103100$400.00%
209KINDER MORGAN INC DELEP-PC144$390.00%
210QUALCOMM INCQCOM25$390.00%
211GENERAL DYNAMICS CORPGD14$370.00%
212REGENERON PHARMACEUTICALSREGN5$360.00%
213BEST BUY INCBBY42$360.00%
214CAPITAL GROUP GBL GROWTH EQT14020X104117$340.00%
215CARNIVAL CORPCUKPF136$340.00%
216BROOKFIELD WEALTH SOL LTDBNT58$330.00%
217AMC ENTMT HLDGS INC00165C302791$310.00%
218BOSTON BEER INCSAM10$300.00%
219SMITH & WESSON BRANDS INCSWBI300$300.00%
220SPDR INDEX SHS FDS78463X88982$280.00%
221TEXAS INSTRS INC88250810415$280.00%
222APPLE INCAAPL10$260.00%
223CARNIVAL CORPCUKPF100$250.00%
224JOHN HANCOCK EXCHANGE TRADED47804J20641$240.00%
225SPDR SER TR78464A50845$230.00%
226CAPITAL GROUP GROWTH ETF14020G10163$230.00%
227CVS HEALTH CORPCVS50$220.00%
228TILRAY BRANDS INCTLRY1,586$210.00%
229INTERCONTINENTAL HOTELS GROU45857P80617$210.00%
230DELEK US HLDGS INC NEWDK110$200.00%
231TJX COS INC NEW87254010916$190.00%
232CLEARWAY ENERGY INCCWEN-A73$190.00%
233WK KELLOGG CO92942W107106$190.00%
234QUANTUMSCAPE CORPQS345$180.00%
235CORNING INCGLW35$170.00%
236HP INCHPQ48$160.00%
237ISHARES TR46428986728$160.00%
238ROPER TECHNOLOGIES INCROP3$160.00%
239YETI HLDGS INCYETI40$150.00%
240PAYCHEX INCPAYX10$140.00%
241GALLAGHER ARTHUR J & CO3635761095$140.00%
242MCDONALDS CORPMCD4$120.00%
243COMPASS MINERALS INTL INCCOMP104$120.00%
244CONAGRA BRANDS INCCAG42$120.00%
245LUMEN TECHNOLOGIES INCLUMN229$120.00%
246GENESIS ENERGY L PGEL118$120.00%
247AMERICAN OUTDOOR BRANDS INCAOUT75$110.00%
248OCCIDENTAL PETE CORP67459910522$110.00%
249FORD MTR CO345370860108$110.00%
250CLOROX CO DELCLX6$100.00%
251KELLANOVABEKE12$100.00%
252ALCOA CORPAA24$90.00%
253TIDAL ETF TR88636481949$90.00%
254HEWLETT PACKARD ENTERPRISE CHPE-PC44$90.00%
255GENERAL MTRS CO37045V10015$80.00%
256EPR PPTYS26884U10917$80.00%
257MP MATERIALS CORPMP50$80.00%
258AMERICAN ELEC PWR CO INC0255371019$80.00%
259LUMEN TECHNOLOGIES INCLUMN142$80.00%
260ADIENT PLCADNT39$70.00%
261CONOCOPHILLIPSCOP7$70.00%
262ONEOK INC NEWOKE7$70.00%
263BLACK HILLS CORPBKH12$70.00%
264INVESCO EXCH TRADED FD TR IIIVZ3$60.00%
265MAIN STR CAP CORP56035L10411$60.00%
266CRICUT INCCRCT100$60.00%
267TECK RESOURCES LTDTCKRF14$60.00%
268KKR & CO INCKKRT4$60.00%
269ALAMOS GOLD INC NEWAGI30$60.00%
270PELOTON INTERACTIVE INCPTON59$50.00%
271SIRIUSXM HOLDINGS INC82993310022$50.00%
272AMERISAFE INCAMSF7$40.00%
273UNITIL CORPUTL7$40.00%
274OCCIDENTAL PETE CORP67459916215$40.00%
275ARTIVION INCAORT13$40.00%
276SCHWAB CHARLES CORPSCHW-PJ6$40.00%
277DOLLAR TREE INCDLTR5$40.00%
278HANCOCK JOHN TAX-ADVANTAGED41013V10020$40.00%
279WILLIAMS COS INC9694571005$30.00%
280WHEATON PRECIOUS METALS CORPWPM5$30.00%
281MV OIL TRMVO32$30.00%
282HONDA MOTOR LTDHNDAF12$30.00%
283BARRICK GOLD CORP06790110821$30.00%
284LITHIUM AMERS CORP NEWLTUM100$30.00%
285STEEL DYNAMICS INCSTLD3$30.00%
286GSK PLCGLAXF5$20.00%
287ESSENTIAL UTILS INC29670G1025$20.00%
288VALE S AVALE24$20.00%
289PLAINS ALL AMERN PIPELINE L7265031059$20.00%
290CALUMET INCCLMT9$20.00%
291INVESCO EXCH TRADED FD TR IIIVZ13$20.00%
292DANA INCDAN15$20.00%
293OXFORD LANE CAP CORPOXLCZ35$20.00%
294REAVES UTIL INCOME FD7561581015$20.00%
295FIRST FINANCIAL NORTHWEST IN32022K10210$20.00%
296WABTEC9297401081$20.00%
297NUCOR CORPNUE2$20.00%
298BLACKROCK ENHANCD CAP & INMBLK10$20.00%
299VERIZON COMMUNICATIONS INCVZ5$20.00%
300GLADSTONE COMMERCIAL CORPGOODO10$20.00%
301GLADSTONE INVT CORP3765461078$10.00%
302BLACKROCK MUNI INCOME TR IIBLK8$10.00%
303BLACKROCK ENHANCED EQUITY DIBLK10$10.00%
304BIG 5 SPORTING GOODS CORP08915P10150$10.00%
305PPL CORPPPLC3$10.00%
306OAKTREE SPECIALTY LENDING COOCSL5$10.00%
307ARCHER DANIELS MIDLAND COADM1$10.00%
308NUVEEN DOW 30 DYNMC OVERWRTNU6$10.00%
309DXC TECHNOLOGY CODXC3$10.00%
310NORTHERN DYNASTY MINERALS LT66510M204175$10.00%
311MIDCAP FINANCIAL INVSTMNT CO03761U5026$10.00%
312EVERGY INCEVRG1$10.00%
313SLR INVESTMENT CORPSLRC4$10.00%
314ALLIANCEBERNSTEIN NATL MUN I01864U1067$10.00%
315FIRST TR EXCHNG TRADED FD VI33740U6046$10.00%
316FORD MTR CO3453708607$10.00%
317XEROX HOLDINGS CORPXRXDW10$10.00%
318PIMCO STRATEGIC INCOME FD72200X10415$10.00%
319GLADSTONE LD CORP37654910110$10.00%
320GLOBAL X FDS37950E3337$10.00%
321STRATASYS LTDSSYS7$10.00%
322HALEON PLCHLNCF7$10.00%
323LINEAGE CELL THERAPEUTICS IN53566P109205$10.00%
324THE CAMPBELLS COMPANYCPB2$10.00%
325VIRTUS DIVIDEND INTEREST & PNFJ5$10.00%
326BROOKFIELD REAL ASSETS INCOMRA5$10.00%
327STITCH FIX INCSFIX10$00.00%
328PENNANTPARK INVT CORP7080621045$00.00%
329ETF SER SOLUTIONS26922A1982$00.00%
330NAVIOS MARITIME PARTNERS L PNMM1$00.00%
331RUNWAY GROWTH FINANCE CORPRWAYL2$00.00%
332PITNEY BOWES INCPBI-PB3$00.00%
333BARINGS BDC INCBBDC2$00.00%
334WARNER BROS DISCOVERY INCWBD2$00.00%
335BP PRUDHOE BAY RTY TRBPPFF3$00.00%
336CONDUENT INCCNDT8$00.00%
337LENDINGCLUB CORPLC2$00.00%
338WK KELLOGG CO92942W1072$00.00%
339TRANSOCEAN LTDRIG12$00.00%
340FRANKLIN LTD DURATION INCOMEFTF2$00.00%
341FLAGSTAR FINANCIAL INCFLG-PU2$00.00%
342ORCHID IS CAP INC68571X3012$00.00%
343ORION OFFICE REIT INCONL1$00.00%
344OXFORD SQUARE CAP CORPOXSQH5$00.00%
345GLOBALSTAR INCGSAT15$00.00%
346PORTMAN RIDGE FIN CORPBCIC1$00.00%