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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

Bluesphere Advisors, LLC

Quarter ended Q4 2024 · Filed January 24, 2025 · Accession 0001951757-25-000110

Total Value
$204.3M
Positions
106
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (106)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720077,845$45.8M22.43%
2ISHARES TR46428761464,614$25.9M12.70%
3ISHARES TR46428943848,522$11.4M5.59%
4VANECK ETF TRUST92189F67640,037$9.7M4.75%
5ISHARES TR46428757281,722$8.2M4.03%
6MICROSOFT CORPMSFT19,369$8.2M4.00%
7ALPHABET INCGOOG33,217$6.3M3.08%
8NVIDIA CORPORATIONNVDA41,105$5.5M2.70%
9APPLE INCAAPL22,038$5.5M2.70%
10VANGUARD INDEX FDS9229083639,705$5.2M2.56%
11ISHARES TR46428876033,001$4.8M2.35%
12NETFLIX INCNFLX4,656$4.1M2.03%
13BLACKROCK ETF TRUST IIBLK66,258$3.4M1.69%
14VANGUARD WORLD FD92204A50411,324$2.9M1.41%
15VANGUARD ADMIRAL FDS INC92193270310,041$1.9M0.91%
16PHILIP MORRIS INTL INC71817210915,262$1.8M0.90%
17BERKSHIRE HATHAWAY INC DELBRK-A3,984$1.8M0.88%
18ISHARES TR46429B65533,485$1.7M0.83%
19PALO ALTO NETWORKS INCPANW8,902$1.6M0.79%
20VANGUARD SPECIALIZED FUNDS9219088447,988$1.6M0.77%
21AMAZON COM INCAMZN7,084$1.6M0.76%
22VANGUARD ADMIRAL FDS INC9219325054,110$1.5M0.74%
23JPMORGAN CHASE & CO.VYLD6,076$1.5M0.71%
24VANGUARD INDEX FDS9229086527,356$1.4M0.68%
25SPDR SER TR78464A85418,323$1.3M0.62%
26VISA INCV3,925$1.2M0.61%
27PENSKE AUTOMOTIVE GRP INC70959W1038,102$1.2M0.60%
28UNITEDHEALTH GROUP INCUNH2,410$1.2M0.60%
29PIMCO ETF TR72201R58540,331$1.0M0.51%
30M & T BK CORP55261F1045,557$1.0M0.51%
31META PLATFORMS INCMETA1,753$1.0M0.50%
32ORACLE CORPORCL-PD5,780$963,1790.47%
33VANGUARD INDEX FDS92290855310,293$916,9030.45%
34ELI LILLY & COLLY1,173$905,1950.44%
35GOLDMAN SACHS GROUP INCGSCE1,528$874,9630.43%
36WALMART INCWMT9,576$865,2280.42%
37VANGUARD WORLD FD92204A8765,216$852,4610.42%
38VANGUARD WORLD FD92204A4056,715$792,8040.39%
39INVESCO EXCHANGE TRADED FD TIVZ4,497$788,0090.39%
40HOME DEPOT INCHD2,006$780,3140.38%
41VANGUARD SCOTTSDALE FDS92206C6807,549$779,8500.38%
42WASTE MGMT INC DEL94106L1093,696$745,8160.37%
43TJX COS INC NEW8725401095,789$699,3690.34%
44ISHARES TR46428844825,367$694,5480.34%
45ABBVIE INCABBV3,812$677,4470.33%
46CITIZENS FINL GROUP INCCIA15,146$662,7890.32%
47DISNEY WALT CO2546871065,715$636,3310.31%
48J P MORGAN EXCHANGE TRADED F46641Q11810,063$608,4990.30%
49ALPHABET INCGOOG3,151$600,0760.29%
50INVESCO QQQ TRIVZ1,100$562,2890.28%
51SPDR DOW JONES INDL AVERAGE78467X1091,290$548,8950.27%
52THERMO FISHER SCIENTIFIC INCTMO1,049$545,7210.27%
53PROCTER AND GAMBLE CO7427181093,163$530,2140.26%
54ISHARES TR4642876552,372$524,0260.26%
55VERTIV HOLDINGS COVRT4,291$487,5010.24%
56LOWES COS INC5486611071,935$477,5580.23%
57CROWDSTRIKE HLDGS INCCRWD1,395$477,3130.23%
58EXXON MOBIL CORPXOM4,280$460,4340.23%
59INVESCO EXCHANGE TRADED FD TIVZ8,369$436,8430.21%
60SPDR SER TR78464A5088,461$432,6960.21%
61BROADCOM INCAVGO1,795$416,1530.20%
62MERCK & CO INCMRK4,170$414,8400.20%
63MOTOROLA SOLUTIONS INCMSI890$411,2220.20%
64BLOCK INCBSQKZ4,728$401,8330.20%
65ISHARES TR46434V6216,499$398,6230.20%
66HUMANA INCHUM1,560$395,7880.19%
67MONDELEZ INTL INC6092071056,378$380,9390.19%
68INNOVATOR ETFS TRUSTINHD9,391$378,6150.19%
69ADVANCED MICRO DEVICES INCAMD3,091$373,3620.18%
70WISDOMTREE TRWT4,600$372,2780.18%
71AMERICAN TOWER CORP NEW03027X1002,000$366,8200.18%
72SPDR GOLD TRGLD1,502$363,6790.18%
73CONSTELLATION ENERGY CORPCEG1,563$349,7460.17%
74VANGUARD WORLD FD92204A6031,365$347,1180.17%
75RTX CORPORATIONRTX2,986$345,5510.17%
76VANGUARD TAX-MANAGED FDS9219438586,866$328,3140.16%
77ADOBE INCADBE737$327,7290.16%
78QUALCOMM INCQCOM2,067$317,4560.16%
79VANGUARD WORLD FD92204A702508$315,6230.15%
80UNION PAC CORPUNP1,323$301,6970.15%
81ISHARES TR4642876481,036$298,1070.15%
82HARTFORD FINL SVCS GROUP INCHIG-PG2,708$296,2550.15%
83LINDE PLCLIN700$293,0690.14%
84CITIGROUP INCC-PR4,153$292,3580.14%
85JOHNSON & JOHNSONJNJ1,970$284,8780.14%
86ISHARES TR4642873092,685$272,6170.13%
87INNOVATOR ETFS TRUSTINHD6,200$267,0390.13%
88SPDR S&P 500 ETF TRSPY451$264,3220.13%
89HARBOR ETF TRUST41151J4069,462$257,4620.13%
90UBER TECHNOLOGIES INCUBER4,207$253,7660.12%
91SELECT SECTOR SPDR TR81369Y6055,208$251,7030.12%
92VANGUARD INDEX FDS922908595888$248,8110.12%
93KKR & CO INCKKRT1,631$241,2410.12%
94CHEVRON CORP NEWCVX1,655$239,6930.12%
95SPOTIFY TECHNOLOGY S ASPOT521$233,0850.11%
96INNOVATOR ETFS TRUSTINHD7,249$223,5370.11%
97INNOVATOR ETFS TRUSTINHD5,926$217,5070.11%
98VANGUARD INDEX FDS922908751889$213,6910.10%
99MARSH & MCLENNAN COS INC5717481021,000$212,4100.10%
100EA SERIES TRUST02072L4336,936$210,8540.10%
101TESLA INCTSLA505$203,9390.10%
102ALTRIA GROUP INCMO3,867$202,2150.10%
103ISHARES TR4642875981,091$201,9700.10%
104INNOVATOR ETFS TRUSTINHD7,958$201,0190.10%
105PROVIDENT FINL SVCS INC74386T10510,000$188,7000.09%
106KEARNY FINL CORP MDBEKE13,804$97,7320.05%