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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

Fairfield Financial Advisors, LTD

Quarter ended Q3 2024 · Filed October 7, 2024 · Accession 0002033232-24-000006

Total Value
$216.2M
Positions
308
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (308)

#IssuerTicker / CUSIPSharesValue% of Filing
1JENSEN QUALITY GROWTH J476313101349,483$19.0M8.79%
2INVSC QQQ TRUST SRS 1 ETFIVZ66,279$18.6M8.59%
3TECHNOLOGY SELECT SECTORSPDR ETF81369Y803125,994$16.0M7.41%
4PARNASSUS CORE EQUITY INVESTOR701769101280,677$14.2M6.56%
5T. ROWE PRICE CAPITAL APPRECIATION77954M105426,994$13.5M6.25%
6VANGUARD DIVIDEND GROWTH INV921908604394,826$13.4M6.18%
7APPLE INCAAPL65,094$8.9M4.12%
8ALPHABET INC. CLASS AGOOG3,425$7.5M3.45%
9POLEN GROWTH INVESTOR360873665208,656$7.3M3.35%
10ABBOTT LABORATORIESABLZF62,791$6.8M3.15%
11AMAZON.COM INCAMZN61,780$6.6M3.03%
12AUTO DATA PROCESSINGADP29,674$6.2M2.88%
13MICROSOFT CORPMSFT23,836$6.1M2.83%
14DANAHER CORP23585110223,815$6.0M2.79%
15BERKSHIRE HATHAWAY CLASS BBRK-A18,530$5.1M2.34%
16NEXTERA ENERGY INCNEE-PW58,660$4.5M2.10%
17VANGUARD HEALTH CARE INV92190830720,825$4.2M1.93%
18COSTCO WHOLESALE CO22160K1056,779$3.2M1.50%
19VISA INC CLASS AV15,670$3.1M1.43%
20VANGUARD WELLESLEY INCOME INV921938106116,891$3.0M1.39%
21LILLY ELI & COLLY9,169$3.0M1.37%
22MASTERCARD INC CLASS AMA8,171$2.6M1.19%
23DEERE & CODE8,216$2.5M1.14%
24CONESTOGA SMALL CAP INVESTORS20701910040,438$2.4M1.13%
25FIDELITY CONTRAFUND316071109151,848$2.0M0.93%
26WILLIAM BLAIR SMALL-MID CAP GR N09300134578,967$1.8M0.84%
27SCHWAB VALUE ADVANTAGE MONEY INV8085156051,701,896$1.7M0.79%
28ENERGY SELECT SECTOR SPDR ETF81369Y50622,283$1.6M0.74%
29CHARLES RIVER LABS1598641076,010$1.3M0.59%
30VANGUARD INTERNATIONAL GROWTH INV92191020442,239$1.3M0.59%
31FIRST REPUBLIC BANK33616C1007,581$1.1M0.51%
32ANALOG DEVICES INCADI6,974$1.0M0.47%
33CHARLES SCHWAB CORPSCHW-PJ16,023$1.0M0.47%
34ESTEE LAUDER CO INC CLASS A5184391043,657$931,4490.43%
35AMGEN INC.AMGN3,373$820,6730.38%
36BUFFALO DISCOVERY11953010339,731$790,6430.37%
37US TREASURY BILL22U S T BILL DUE 08/25/22912796T58760,000$758,2870.35%
38NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSNONOF6,043$673,3710.31%
39WALT DISNEY CO2546871066,647$627,4870.29%
40T. ROWE PRICE DIVIDEND GROWTH7795461009,599$598,4240.28%
41ISHARES GLOBAL CLEAN ENERGY ETF46428822430,645$583,7810.27%
42TESLA INCTSLA647$435,7030.20%
43AMANA INCOME INVESTOR0228651097,677$433,3760.20%
44MODERNA INCMRNA2,885$412,1220.19%
45SELECT SECTOR UTI SELECTSPDR ETF81369Y8865,709$400,3750.19%
46NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS6410694063,315$385,8330.18%
47T ROWE PRICE GROUPTROW3,380$383,9570.18%
48CONESTOGA SMID CAP INVESTORS20701950619,446$358,0010.17%
49PARNASSUS MID CAP GROWTH INVESTOR7017651097,735$327,8210.15%
50ZOETIS INC CLASS AZTS1,847$317,4740.15%
51SELECT SECTOR HEALTH CARE SPDR ETF81369Y2092,419$310,2520.14%
52VANGUARD 500 INDEX ADMIRAL922908710882$308,0960.14%
53ADVANCED MICRO DEVICAMD3,978$304,1980.14%
54JOHNSON & JOHNSONJNJ1,639$290,9080.13%
55COLUMBIA SELIGMAN TECH & INFO ASTK2,649$242,6980.11%
56ADOBE INCADBE608$222,5640.10%
57PEPSICO INCPEP1,257$209,4200.10%
58ARK INNOVATION ETF00214Q1045,217$208,0650.10%
59UBS BANK USA 2.7590348J3S7200,000$198,9330.09%
60UNITED PARCEL SRVC CLASS BUPS1,065$194,4050.09%
61META PLATFORMS INC CLASS AMETA1,131$182,3740.08%
62ZIONS BANCORP N A9897011073,432$174,6960.08%
63AMERICAN EXPRESS 2.75AXP175,000$173,9880.08%
64ALLY BANK 302007GSU8175,000$172,5860.08%
65SPDR FUND CONSUMER STAPLES ETF81369Y3082,367$170,8370.08%
66LOCKHEED MARTIN CORPLMT392$168,6730.08%
67MASCO CORPMAS3,198$161,8300.07%
68NIKE INC CLASS BNKE1,557$159,0970.07%
69GOLDMAN SACHS BAN 2.9NVGLF160,000$156,0540.07%
70CITIBANK, N.A. 3.5517312QW47150,000$151,4980.07%
71DISCOVER BANK 3.15254673G34150,000$147,9910.07%
72SCHWAB US DIVIDEND EQUITY ETF8085247972,040$146,1000.07%
73ISHARES SELECT DIVIDEND ETF4642871681,221$143,6870.07%
74FREEPORT-MCMORAN INCFCX4,873$142,5920.07%
75CAPITAL ONE, NTNL 2.514042RLZ2140,000$138,4870.06%
76TEXAS INSTRUMENTS882508104841$129,1830.06%
77ASTRAZENECA PLC IAM CO FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSAZN1,954$129,0890.06%
78ABBVIE INCABBV838$128,4200.06%
79CVS HEALTH CORPCVS1,308$121,2020.06%
80PFIZER INCPFE2,282$119,6410.06%
81NVIDIA CORPNVDA732$110,9900.05%
82VERTEX PHARMACEUTICAVRTX355$100,0350.05%
83S&P GLOBAL INCSPGI295$99,4330.05%
84THERMO FISHER SCNTFCTMO177$96,2460.04%
85VANGUARD HIGH-YIELD CORPORATE INV92203120818,282$93,0540.04%
86GOLDMAN SACHS BA 3.15NVGLF90,000$90,3600.04%
87CITIBANK, N.A. 3.117312Q2K490,000$90,2800.04%
88WALMART INCWMT729$88,6210.04%
89MET TRAN AUTH NY 559259YR6885,000$86,4310.04%
90MFS MASSACHUSETTS INVESTORS TR A5757361032,514$85,5880.04%
91HOME DEPOT INCHD298$81,6800.04%
92IBM CORPINTR555$78,3810.04%
93FEDEX CORPFDX331$74,9510.03%
94SPDR S&P OIL & GAS EXPL & PROD ETF78468R556616$73,6420.03%
95BLACKROCK INCBLK117$71,2580.03%
96FORTINET INCFTNT1,250$70,7250.03%
97WELLTOWER INC REITWELL847$69,7820.03%
98TIAA-CREF SOCIAL CHOICE EQ RETAILNU3,485$67,4660.03%
99THE COCA-COLA COKO1,044$65,6820.03%
100ALBEMARLE CORPALB-PA314$65,6200.03%
101SPDR S&P BIOTECH ETF78464A870875$64,9980.03%
102SELECT SECTOR INDUSTRIALSPDR ETF81369Y704713$62,2350.03%
103SCHWAB US TIPS ETF8085248701,092$60,9340.03%
104PERKINELMER INCRVTY407$57,8170.03%
105PUTNAM MULTI-CAP CORE A74676P8881,993$57,1280.03%
106TENCENT HOLDINGS FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSXHLD1,225$55,6030.03%
107STARBUCKS CORPSBUX710$54,2480.03%
1083M COMMM419$54,1990.03%
109PROSHARES ULTRAPRO QQQ ETF74347X8312,161$51,8640.02%
110PROSHARES ULTRA OIL & GAS74347G7051,728$51,3180.02%
111CISCO SYSTEMS INCCSCO1,198$51,0950.02%
112VANGUARD INTERMEDIATE TERM COR ETF92206C870632$50,5730.02%
113CONSTELLATION BRAND CLASS ASTZ214$49,9700.02%
114ISHARES CORE S&P MID CAPETF464287507217$48,9900.02%
115BEAM THERAPEUTICS INCBEAM1,265$48,9680.02%
116ZOOM VIDEO COMMUNICATIONCLASS AZM452$48,8020.02%
117APPLIED MATERIALS038222105530$48,2650.02%
118HONEYWELL INTL INC438516106272$47,2690.02%
119PALO ALTO NETWORKSPANW95$46,9240.02%
120FMI LARGE CAP INVESTOR3029332052,930$46,9140.02%
121AON PLC FCLASS AAON170$45,8460.02%
122EVERSOURCE ENERGYES540$45,5780.02%
123INTUITIVE SURGICALISRG225$45,1600.02%
124MONDELEZ INTL CLASS A609207105700$43,4630.02%
125DODGE & COX INCOME I2562101053,424$43,0040.02%
126INTEL CORPINTC1,116$41,7500.02%
127WASATCH MICRO CAP9367725086,913$41,1340.02%
128CELANESE CORPCE345$40,5750.02%
129ALLIANCEBERNSTEIN HOL LP01881G106950$39,4920.02%
130ALPHABET INC. CLASS CGOOG18$39,3740.02%
131RAYTHEON TECHNOLOGIES CORTX384$36,9120.02%
132PROCTER & GAMBLE742718109256$36,7950.02%
133SELECT STR FINANCIAL SELECT SPDR ETF81369Y6051,162$36,5400.02%
134PARNASSUS MID-CAP701765885977$34,7410.02%
135NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHSNVSEF406$34,3190.02%
136SPDR DOW JONES INDUSTRIAL AVRG ETF78467X109111$34,2050.02%
137ACTIVISION BLIZZARD00507V109424$33,0510.02%
138ETFMG PRIME CYBER SECURITY ETF26924G201720$32,9760.02%
139LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS502441306266$32,5110.02%
140MERCK & CO. INC.MRK353$32,1870.01%
141SOUTHERN COSOMN447$31,8980.01%
142SALESFORCE INCCRM190$31,3580.01%
143BOEING COBA-PA225$30,7620.01%
144CONSERVATIVE POOL8085168431,779$29,7430.01%
145T. ROWE PRICE U.S. EQUITY RESEARCH77954P108826$29,7250.01%
146NEW YORK COMMUNIT 6FLG-PU640$29,5680.01%
147PHILIP MORRIS INTL718172109287$28,3840.01%
148AXON ENTERPRISE INCAXON300$27,9510.01%
149SPDR S&P AEROSPACE & DEFENSE ETF78464A631261$26,2920.01%
150S E I INVESTMENTS CO784117103465$25,1190.01%
151BAILLIE GIFFORD EMERGING MARKETS EQS I0568233881,345$24,6860.01%
152RHRH116$24,6220.01%
153XTRCKR MSCI EAFE HG DV YLD EQ ETF2330516301,151$23,9980.01%
154FIDELITY SELECT SOFTWARE & IT SVCS PORT3163908221,131$23,8130.01%
155GILEAD SCIENCES INCGILD370$22,8700.01%
156WD-40 COWDFC108$21,7940.01%
157QWEST CORP 6.75CTDD900$21,6360.01%
158ATLASSIAN CORP PLC FCLASS ATEAM115$21,5510.01%
159JHANCOCK BOND A4102231011,483$20,5670.01%
160ILLINOIS TOOL WORKS452308109113$20,5500.01%
161FIDELITY GROWTH COMPANY316200104837$20,3760.01%
162FIRST TRUST NASDAQ CYBRSCRTY ETF33734X846500$20,1200.01%
163GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHSGLAXF428$18,6320.01%
164BRISTOL-MYERS SQUIBBCELG-RI239$18,3840.01%
165TYSON FOODS INC CLASS ATSN212$18,2350.01%
166PARNASSUS ENDEAVOR INVESTOR701765869400$17,7410.01%
167WESTERN DIGITAL CORPWDC388$17,4070.01%
168ARCHER-DANIELS-MIDLNADM224$17,3790.01%
169NICHOLASNODK256$17,1110.01%
170YUM BRANDS INCYUM149$16,9050.01%
171CROWDSTRIKE HLDGS INC CLASS ACRWD100$16,8560.01%
172ISHARES MSCI KLD 400 SOCIAL INDX ETF464288570230$16,5370.01%
173ISHARES CORE S&P 500 ETF46428720044$16,5050.01%
174UNITEDHEALTH GRP INCUNH32$16,2970.01%
175AI POWERED EQUITY ETF26924G813525$15,8620.01%
176CARILLON EAGLE MID CAP GROWTH A14214L668239$15,6670.01%
177UBER TECHNOLOGIES INCUBER700$14,3220.01%
178ARTHUR J GALLAGHER&C36357610988$14,3000.01%
179NETFLIX INCNFLX81$14,1640.01%
180LARGE CAP EQUITY MANAGED POOL808516108198$13,9580.01%
181SCHWAB US LARGE CAP GROWTH ETF808524300231$13,3840.01%
182HENNESSY EQUITY AND INCOME INVESTOR42588P825938$13,2070.01%
183SCHWAB INTERMEDIATE TERMUS TRS ETF808524854249$12,8480.01%
184KIMBERLY CLARK CORPKMB95$12,7900.01%
185MEDTRONIC PLC FMDT140$12,5650.01%
186DIVERSIFIED HEA 6.2525525P305732$12,4950.01%
187CITIGROUP CAP 7.6811C-PR450$12,0600.01%
188VANGUARD HIGH DIVIDEND YIELD ETF921946406118$12,0060.01%
189TELENOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHSTELNF900$11,9880.01%
190ALTRIA GROUP INCMO280$11,6770.01%
191TERADYNE INCORPORATETER130$11,6420.01%
192DOMINION ENERGY INCD145$11,5720.01%
193KINDER MORGAN INCEP-PC690$11,5680.01%
194SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHSSNEJF140$11,4480.01%
195BROADRIDGE FINL SOLU11133T10380$11,4040.01%
196BLOCK INC CLASS ABSQKZ185$11,3700.01%
197FORD MOTOR CO3453708601,018$11,3310.01%
198SIREN NASDAQ NEXGEN ECONOMY ETF829658202445$11,2940.01%
199ARES MANAGEMENT CORP CLASS AARES-PB195$11,0990.01%
200ENBRIDGE INC FENNPF255$10,7760.00%
201AMERN TOWER CORP REIT03027X10042$10,7350.00%
202SPDR FUND CONSUMER DISCRE SELECT ETF81369Y40778$10,7050.00%
203PROSHARES ULTRASHORT QQQETF74347G739400$10,4640.00%
204CHARLES SCHWAB US MC ETF808524508162$10,1410.00%
205ROCKWELL AUTOMATIONROK50$9,9660.00%
206INVSC ULTRA SHORT DURATION ETFIVZ200$9,9100.00%
207MCKESSON CORPMCK30$9,9090.00%
208TWITTER INC90184L102265$9,9080.00%
209VANGUARD GROWTH & INCOME INV921913109191$9,8150.00%
210WESTROCK COWEST246$9,8150.00%
211CHEWY INC CLASS ACHWY280$9,7220.00%
212ALTERNATIVE CREDIT INCOME FUND CL W SHS02156N305917$9,5200.00%
213CARMAX INCKMX105$9,5000.00%
214AMPLIFY TRNSFRMTNL DATA SHRNG ETF032108607520$9,4280.00%
215JAZZ PHARMACEUTICAL FJAZZ60$9,3610.00%
216SCHLUMBERGER LTD FSLB255$9,1110.00%
217ALIGN TECHNOLOGY INCALGN38$8,9930.00%
218KRANESHARES CSI CHINA INTERNET ETF500767306265$8,6810.00%
219SPDR S&P 500 ETFSPY23$8,6770.00%
220STURM RUGER & CO INCRGR135$8,5930.00%
221TWILIO INC CLASS ATWLO95$7,9620.00%
222VANGUARD FTSE SOCIAL INDEX ADMIRAL921910717223$7,8330.00%
223GOLDMAN SACHS GROUPGSCE26$7,6250.00%
224BOX INC CLASS ABXCAP300$7,5420.00%
225BIOGEN INCBIIB35$7,1380.00%
226T. ROWE PRICE GROWTH STOCK741479109106$7,1360.00%
227CRISPR THERAPEUTICS FCRSP117$7,1100.00%
228BANK OF AMERICA CORP060505104228$7,0950.00%
229SKYWORKS SOLUTIONSSWKS76$7,0820.00%
230PROSHARES S&P 500 DIV ARISTOCRAT ETF74348A46780$6,8600.00%
231CORTEVA INCCTVA121$6,5650.00%
232YUM CHINA HOLDINGS INCYUMC134$6,4990.00%
233EDITAS MEDICINE INCORPOREDIT545$6,4470.00%
234VALUE LINE CAPITAL APPRECIATION INVESTORVALU710$6,2650.00%
235PAYPAL HOLDINGS INCORPORPYPL87$6,0760.00%
236AIRBNB INC CLASS AABNB67$5,9680.00%
237INVSC WILDERHILL CLEAN ENERGY ETFIVZ127$5,8170.00%
238DUPONT DE NEMOURS INCDD100$5,5580.00%
239COMMUNICAT SVS SLCT SEC SPDR ETF81369Y852102$5,5140.00%
240CATALENT INC14880610250$5,3650.00%
241GENERAC HOLDINGS INCGNRC25$5,2650.00%
242STRYKER CORPSYK25$5,0520.00%
243NTNL BEVERAGE COFIZZ100$4,8940.00%
244SPDR S&P DIVIDEND ETF78464A76340$4,7780.00%
245COLGATE-PALMOLIVE COCL60$4,7760.00%
246SCHWAB US LARGE CAP ETF808524201103$4,6160.00%
247RIVIAN AUTOMOTIVE INC CLASS ARIVN175$4,5050.00%
248CARRIER GLOBAL CORPCARR125$4,4490.00%
249TARGET CORPTGT31$4,3420.00%
250INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ97$4,2760.00%
251JACOB FORWARD ETF469785703515$4,2130.00%
252SCHWAB TREASURY INFL PROTECTED SECS IDX808517817379$4,2070.00%
253KRAFT HEINZ COKHC108$4,1050.00%
254A T & T INCT-PC186$3,9000.00%
255ETFMG ALTERNATIVE HARVEST ETF26924G508625$3,6250.00%
256ARK NEXT GENERATION INTERNET ETF00214Q40172$3,5240.00%
257GENERAL MOTORS CO37045V100110$3,4940.00%
258INNOVATIVE INDUSTRIAL PRREITINHD31$3,4450.00%
259DOW INCDOW65$3,3550.00%
260D X C TECHNOLOGY CO 0050DXC111$3,3510.00%
261ISHARES US HOME CONSTRUCT ETF46428875262$3,2550.00%
262SPDR S&P HOMEBUILDERS ETF78464A88859$3,2280.00%
263STEVANATO GROUP S P A FSTVN200$3,1620.00%
264CLEVELAND-CLIFFS INCCLF200$3,0740.00%
26523ANDME HOLDING CO FCLASS A90138Q1081,225$3,0380.00%
266EAGLE BANCORP INC MDEGBN62$2,9390.00%
267ROBLOX CORP CLASS ARBLX75$2,4650.00%
268EVELO BIOSCIENCES INCEVEX-WT1,075$2,2680.00%
269PALANTIR TECHNOLOGIES INCLASS APLTR250$2,2680.00%
270GRAYSCALE BITCOIN TR BTCGBTC185$2,2310.00%
271MAIRS & POWER BALANCED INV89834G69523$2,2130.00%
272T. ROWE PRICE INTERNATIONAL STOCK77956H203134$2,2000.00%
273ROIVANT SCIENCES LTD FROIV500$2,0350.00%
274IOVANCE BIOTHERAPEUTICSIOVA167$1,8440.00%
275INVESCO SOLAR ETFIVZ25$1,7850.00%
276WAYFAIR INC CLASS AW40$1,7420.00%
277TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS87403910020$1,6350.00%
278LIQUIDMETAL TECHSLQMT20,000$1,5660.00%
279JOINT CORPJYNT100$1,5310.00%
280PELOTON INTERACTIVE INCPTON155$1,4230.00%
281WARBY PARKER INC CLASS AWRBY125$1,4080.00%
282ACCO BRANDS CORPACCO200$1,3060.00%
283REVANCE THERAPEUTICS76133010980$1,1060.00%
284KYNDRYL HLDGS INCKD103$1,0070.00%
285ARK GENOMIC REVOLUTION ETF00214Q30230$9450.00%
286UNDER ARMOUR INC CLASS AUA100$8330.00%
287RESIDEO TECHNOLOGIES INCREZI41$7960.00%
288FIDELITY EMERGING MARKETS31591086922$7240.00%
289CERENCE INCCRNC25$6310.00%
290LYFT INC CLASS ALYFT45$5980.00%
291WARNER BROTHERS DISCOVERWBD44$5900.00%
292SOFI TECHNOLOGIES INCSOFI100$5270.00%
293MOTHERCARE PLC ORDFG6291S1065,300$4390.00%
294QUANTUMSCAPE CORP CLASS AQS50$4300.00%
295ORGANON & COOGN12$4190.00%
296ATHERSYS INC04744L1061,600$4160.00%
297VANGUARD S&P 500 ETF9229083631$3470.00%
298SCHWAB FUNDAMENTAL US LARGE COMPANY IDX80850944213$2660.00%
2992SEVENTY BIO INC90138410720$2640.00%
300BLUEBIRD BIO INC09609G10060$2480.00%
301JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHSJDCMF2$1280.00%
302VIATRIS INCVTRS12$1260.00%
303PACIFIC BIOSCIENCES69404D10820$880.00%
304SCHWAB INTERNATIONAL INDEX8085098304$800.00%
305PULTEGROUP INC7458671012$740.00%
306ROMEO POWER INC CLASS A776153108100$450.00%
307CANADIAN SOLAR INC FCSIQ1$310.00%
308MARATHON DIGITAL HLDGS IMARA3$160.00%