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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 28, 2024 · Accession 0002033232-24-000012

Total Value
$293.8M
Positions
290
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (290)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVSC QQQ TRUST SRS 1 ETFIVZ54,967$26.8M9.13%
2TECHNOLOGY SELECT SECTORSPDR ETF81369Y803107,898$24.4M8.29%
3JENSEN QUALITY GROWTH I476313309361,665$24.0M8.16%
4PARNASSUS CORE EQUITY INVESTOR701769101293,937$19.1M6.50%
5T. ROWE PRICE CAPITAL APPRECIATION I77954M303450,708$17.3M5.88%
6VANGUARD DIVIDEND GROWTH FUND INV921908604400,457$16.7M5.70%
7ELI LILLY AND COLLY14,639$13.0M4.41%
8APPLE INCAAPL55,122$12.8M4.37%
9AMAZON.COM INCAMZN54,602$10.2M3.46%
10ALPHABET INC CLASS AGOOG60,553$10.0M3.42%
11BERKSHIRE HATHAWAY CLASS BBRK-A20,497$9.4M3.21%
12MICROSOFT CORPMSFT19,510$8.4M2.86%
13AUTOMATIC DATA PROCESSINADP25,346$7.0M2.39%
14NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSNONOF52,068$6.2M2.11%
15SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES8085156055,547,577$5.5M1.89%
16COSTCO WHSL CORP NEW22160K1055,412$4.8M1.63%
17ENERGY SELECT SECTOR SPDR ETF81369Y50649,138$4.3M1.47%
18VISA INC CLASS AV14,880$4.1M1.39%
19MASTERCARD INC CLASS AMA7,639$3.8M1.28%
20DEERE & CODE8,143$3.4M1.16%
21VANGUARD HEALTH CARE INV92190830711,911$2.7M0.92%
22AMGEN INCAMGN8,284$2.7M0.91%
23SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES8085156962,615,332$2.6M0.89%
24ABBOTT LABSABLZF22,809$2.6M0.89%
25UNITEDHEALTH GROUP INCUNH4,251$2.5M0.85%
26CATERPILLAR INCCAT5,912$2.3M0.79%
27CONESTOGA SMALL CAP INVESTORS20701910027,613$2.1M0.72%
28PALO ALTO NETWORKS INCPANW5,972$2.0M0.69%
29FREEPORT-MCMORAN INCFCX39,187$2.0M0.67%
30FIDELITY CONTRAFUND31607110992,014$1.9M0.66%
31ANALOG DEVICES INCADI8,407$1.9M0.66%
32WELLTOWER INC REITWELL14,921$1.9M0.65%
33VANGUARD WELLESLEY INCOME INV92193810667,453$1.8M0.61%
34GALLAGHER ARTHUR J & CO3635761096,138$1.7M0.59%
35SELECT SECTOR INDUSTRIALSPDR ETF81369Y70412,290$1.7M0.57%
36INTUITIVE SURGICAL INCISRG3,276$1.6M0.55%
37WILLIAM BLAIR SMALL-MID CAP GROWTH N09300134555,199$1.6M0.54%
38OAKMARK INVESTOR4138381038,385$1.3M0.43%
39ADVANCED MICRO DEVICE INAMD7,340$1.2M0.41%
40NEXTERA ENERGY INCNEE-PW13,631$1.2M0.39%
41NVIDIA CORPNVDA9,115$1.1M0.38%
42DANAHER CORP2358511023,951$1.1M0.37%
43MERCK & CO. INC.MRK7,426$843,2430.29%
44US TREASU NT 4.625UNTCW800,000$809,6250.28%
45OCCIDENTAL PETE CORP67459910514,402$742,2680.25%
46T. ROWE PRICE DIVIDEND GROWTH7795461008,965$737,5330.25%
47HCA HEALTHCARE INCHCA1,684$684,5200.23%
48SELECT SECTOR HEALTH CARE SPDR ETF81369Y2094,330$666,8610.23%
49HARBOR CAPITAL APPRECIATION INSTL4115115045,180$613,9270.21%
50AMANA INCOME INVESTOR0228651098,690$607,4860.21%
51CONSERVATIVE POOL80851684325,008$495,6560.17%
52CHEVRON CORP NEWCVX3,170$466,9080.16%
53VANGUARD 500 INDEX ADMIRAL922908710813$432,1800.15%
54META PLATFORMS INC CLASS AMETA725$414,9370.14%
55POLEN GROWTH INVESTOR3608736657,673$347,6460.12%
56LOCKHEED MARTIN CORPLMT557$325,4510.11%
57MCKESSON CORPMCK647$319,9010.11%
58COLUMBIA SELIGMAN TECH & INFO ASTK2,328$305,6670.10%
59TESLA INCTSLA1,149$300,6130.10%
60US TREASU NT 3.87591282CGU9300,000$299,2500.10%
61VANGUARD INTERNATIONAL GROWTH INV9219102047,973$295,3340.10%
62ZOETIS INC CLASS AZTS1,512$295,3290.10%
63WALMART INCWMT3,460$279,4300.10%
64AON PLC FCLASS AAON657$227,3150.08%
65VANGUARD HIGH DIVIDEND YIELD ETF9219464061,726$221,2820.08%
66PEPSICO INCPEP1,298$220,7970.08%
67ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSAZN2,832$220,6140.08%
68SCHWAB GOVERNMENT MONEY INV808515613215,385$215,3850.07%
69FORTINET INCFTNT2,710$210,1610.07%
70NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS6410694062,085$209,8970.07%
71MORGAN STANLEY P 4.55MS-PQ200,000$207,9830.07%
72VERALTO CORPVLTO1,818$203,3680.07%
73DISNEY WALT CO2546871061,968$189,2870.06%
74SPDR FUND CONSUMER STAPLES ETF81369Y3082,172$180,2890.06%
75UBS BANK USA 4.690355GPF7174,000$179,7010.06%
76TEXAS INSTRS INC882508104852$175,9830.06%
77ALLY BANK 302007GSU8175,000$172,5510.06%
78ABBVIE INCABBV870$171,7560.06%
79VERTEX PHARMACEUTICALS IVRTX365$169,7540.06%
80ADOBE INCADBE322$166,7250.06%
81IBM CORPINTR753$166,4870.06%
82GOLDMAN SACHS BAN 2.9NVGLF160,000$156,7210.05%
83BANK OF AMERICA, 5.0506051V5X0150,000$151,8540.05%
84US TREASU NT 4.375UNTCW150,000$151,8050.05%
85DISCOVER BANK 3.15254673G34150,000$147,8780.05%
86BANK OF AMERICA, NT 506051XFL1139,000$139,9900.05%
87DODGE & COX INCOME I25621010510,468$135,4560.05%
88PROSHARES S&P 500 DIV ARISTOCRAT ETF74348A4671,267$135,2710.05%
89CONESTOGA SMID CAP INVESTORS2070195064,947$127,8270.04%
90ATLASSIAN CORP CLASS ATEAM792$125,7780.04%
91MFS MASSACHUSETTS INVESTORS TR A5757361033,076$123,8450.04%
92AXON ENTERPRISE INCAXON300$119,8800.04%
93NIKE INC CLASS BNKE1,355$119,7530.04%
94S&P GLOBAL INCSPGI227$117,2730.04%
95ALBEMARLE CORPALB-PA1,224$115,9290.04%
96PROSHARES ULTRAPRO QQQ ETF74347X8311,588$115,1110.04%
97THERMO FISHER SCIENTIFICTMO168$103,6170.04%
98NUVEEN LARGE CAP RESPONSIBLE EQ ANU3,901$101,9020.03%
99GE AEROSPACE369604301525$99,0050.03%
100HOME DEPOT INCHD240$97,4390.03%
101PUTNAM CORE EQUITY FUND A74676P8882,142$93,3160.03%
102BLUEROCK TOTAL INCOME plus REAL ESTATE I09630D4073,323$92,0440.03%
103MORGAN STANLEY PR 4.5MS-PQ90,000$90,6700.03%
104UBS BANK USA 4.4590355GKM790,000$90,6460.03%
105NETFLIX INCNFLX121$85,8220.03%
106CHARLES RIV LABORATORIES159864107432$85,0910.03%
107FEDEX CORPFDX307$84,0200.03%
108SELECT STR FINANCIAL SELECT SPDR ETF81369Y6051,770$80,2250.03%
109HERSHEY COHSY386$74,1000.03%
110THE COCA-COLA COKO1,019$73,2560.02%
111EATON CORP PLC FETN215$71,2600.02%
112ISHARES CORE S&P 500 ETF464287200117$67,3790.02%
113SPDR S&P OIL & GAS EXPL & PROD ETF78468R556512$67,3040.02%
114FIDELITY NEW MILLENNIUM3162003021,055$62,7350.02%
115CHARLES SCHWAB CORPSCHW-PJ950$61,5860.02%
116ISHARES CORE S&P MID CAPETF464287507986$61,4600.02%
117ALPHABET INC CLASS CGOOG360$60,2520.02%
118PNC BANK, NTNL A 5.3569355NGD160,000$60,0870.02%
119SELECT SECTOR UTI SELECTSPDR ETF81369Y886736$59,4360.02%
120HONEYWELL INTL INC438516106285$58,9460.02%
121CONSTELLATION BRANDS INCCLASS ASTZ221$57,0770.02%
122VANECK SEMICONDUCTOR ETF92189F676232$56,9440.02%
123CONOCOPHILLIPSCOP535$56,3250.02%
124FIDELITY 500 INDEX315911750280$56,2640.02%
125NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHSNVSEF486$55,9000.02%
126T. ROWE PRICE CAPITAL APPRECIATION77954M1051,447$55,4350.02%
127TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSXHLD1,000$55,4000.02%
128DODGE & COX STOCK I256219106196$53,8970.02%
129ISHARES SELECT DIVIDEND ETF464287168391$52,8700.02%
130LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS502441306342$52,5350.02%
131REVVITY INCRVTY406$51,8880.02%
132STARBUCKS CORPSBUX531$51,7400.02%
133MONDELEZ INTL INC CLASS A609207105700$51,5690.02%
134SUN LIFE FINL INC FSUNFF878$50,9420.02%
135WELLS FARGO BANK, N 5949764NZ350,000$50,9380.02%
136T. ROWE PRICE U.S. EQUITY RESEARCH77954P108890$50,8910.02%
137BANK OF AMERICA, 5.3506051XEL250,000$50,4000.02%
138JPMORGAN CHASE B 4.05VYLD50,000$49,9410.02%
139RTX CORPRTX406$49,1850.02%
140AMPLIFY CYBERSECURITY ETF032108664720$49,1620.02%
141SPDR S&P 500 ETFSPY85$48,7700.02%
142ISHARES US BASIC MATERIALS ETF464287838324$48,6180.02%
143NXP SEMICONDUCTORS N V FNXPI200$48,0020.02%
144PROCTER & GAMBLE CO742718109270$46,8390.02%
145JOHNSON & JOHNSONJNJ285$46,1870.02%
146GENERAC HLDGS INCGNRC285$45,2810.02%
147PROSHARES ULTRA ENERGY ETF74347G7051,169$44,9470.02%
148PARNASSUS MID-CAP7017658851,048$44,7700.02%
149CVS HEALTH CORPCVS693$43,5710.01%
150SCHWAB US DIVIDEND EQUITY ETF808524797513$43,3820.01%
151SPDR S&P AEROSPACE DEFENSE ETF78464A631265$41,6410.01%
152UBER TECHNOLOGIES INCUBER500$37,5800.01%
153NB BANCORP INCNBBK2,000$37,1200.01%
154REGENERON PHARMACEUTICALREGN35$36,7930.01%
155INTERACTIVE BROKERS GROUCLASS A45841N107261$36,3190.01%
156BLACKROCK INC CLASS EQUITYBLK38$36,0810.01%
157FIDELITY SELECT SOFTWARE & IT SVCS PORT3163908221,296$35,4720.01%
158CALIFORNIA HEALTH F 513032UUN635,000$35,4640.01%
159INVSC DOW JONES INDSTRL AVG DIV ETFIVZ635$33,3950.01%
160FIDELITY U.S. SUSTAINABILITY INDEX31635V3981,289$33,2320.01%
161SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHSRYDAF500$32,9750.01%
162ISHARES TOTAL US STOCK MARKET ETF464287150262$32,9120.01%
163SEI INVTS CO784117103465$32,1730.01%
164FIRST TRUST NASDAQ CYBRSCRTY ETF33734X846500$29,6150.01%
165VANGUARD MID CAP ETF922908629109$28,7570.01%
166NICHOLASNODK288$27,6930.01%
167FIDELITY PURITAN3163451071,000$27,0250.01%
168BUFFALO MID CAP DISCOVERY1195301031,060$26,9870.01%
169WESTERN DIGITAL CORPWDC388$26,5160.01%
170FIDELITY GROWTH COMPANY FUND316200104649$26,4370.01%
171INTEL CORPINTC1,116$26,1810.01%
172AST SPACEMOBILE INC CLASS AASTS1,000$26,1500.01%
173SCHWAB US LARGE CAP GROWTH ETF808524300248$25,7850.01%
174SOUTHERN COSOMN282$25,4270.01%
175BEAM THERAPEUTICS INCBEAM1,025$25,1130.01%
176ARES MGMT CORP CLASS AARES-PB161$25,0690.01%
177NEW YORK COMMUNIT 6FLG-PU640$24,7810.01%
178RHRH70$23,4100.01%
179PARNASSUS VALUE EQUITY INVESTOR701765869407$23,3940.01%
180LARGE CAP EQUITY MANAGED POOL808516108222$23,2790.01%
181AMERICAN FUNDS GROWTH PORTFOLIO F202630R740855$22,8430.01%
182VANGUARD TOTAL STOCK MKT IDX ADM922908728160$22,1050.01%
183SPDR FUND CONSUMER DISCRE SELECT ETF81369Y407110$22,0210.01%
184ISHARES MSCI KLD 400 SOCIAL INDX ETF464288570200$21,7580.01%
185YUM BRANDS INCYUM155$21,7110.01%
186GENERAL DYNAMICS CORPGD70$21,1540.01%
187AMERICAN TOWER CORP NEW REIT03027X10090$20,9300.01%
188WD 40 COWDFC80$20,6300.01%
189VALERO ENERGY CORP NEWVLO150$20,2550.01%
190AMPLIFY AI POWERED EQUITY ETF032108565525$19,7070.01%
191KLA CORPKLAC25$19,5250.01%
192AMPLIFY TRNSFRMTNL DATA SHRNG ETF032108607520$19,5100.01%
193CISCO SYS INCCSCO365$19,4250.01%
194TERADYNE INCTER130$17,4110.01%
195ALTRIA GROUP INCMO338$17,2650.01%
196BROADRIDGE FINL SOLUTION11133T10380$17,2020.01%
197ISHARES US OIL GAS EXL PROD ETF464288851188$17,1700.01%
198HENNESSY EQUITY AND INCOME INVESTOR42588P8251,063$16,5250.01%
199APPLIED MATLS INC03822210578$15,7150.01%
200KENVUE INCKVUE633$14,6410.00%
201QWEST CORP 6.75CTDD900$14,4990.00%
202CROWDSTRIKE HLDGS INC CLASS ACRWD50$14,0240.00%
203CHARLES SCHWAB US MC ETF808524508168$13,9310.00%
204BROADCOM INCAVGO80$13,8000.00%
205SALESFORCE INCCRM50$13,7440.00%
206GOLDMAN SACHS GROUP INCGSCE27$13,5660.00%
207SONY GROUP CORP FFORWARD SPLIT WITH STOCK SPLIT SHARESSNEJF140$13,5200.00%
208CITIGROUP CAP 7.6811C-PR450$13,4420.00%
209ROCKWELL AUTOMATION INCROK50$13,4230.00%
210SEMRUSH HLDGS INC CL A CLASS ASEMR854$13,4160.00%
211WASTE CONNECTIONS INC FWCN73$13,0540.00%
212VANGUARD GROWTH & INCOME INV921913109191$12,8440.00%
213VANGUARD FTSE SOCIAL INDEX ADMIRAL921910717229$12,5140.00%
214BLACKSTONE PRIVATE CREDIT FUND CLASS IBX484$12,3460.00%
215MEDTRONIC PLC FMDT135$12,1540.00%
216T. ROWE PRICE GROWTH STOCK741479109113$12,0250.00%
217TELENOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHSTELNF900$11,5560.00%
218NEUROCRINE BIOSCIENCES INBIX100$11,5220.00%
219SPDR DOW JONES INDUSTRIAL AVRG ETF78467X10927$11,3980.00%
220DIVERSIFIED HEA 6.2525525P305620$10,9120.00%
221CARILLON EAGLE MID CAP GROWTH A14214L668144$10,8530.00%
222CARRIER GLOBAL CORPCARR129$10,3620.00%
223BLOCK INC CLASS ABSQKZ150$10,0700.00%
224MYR GROUP INC DELMYRG98$10,0190.00%
225PFIZER INCPFE340$9,8340.00%
226BOX INC CLASS ABXCAP300$9,8190.00%
227BANK OF AMERICA CORP060505104243$9,6370.00%
228EVOLV TECHNOLOGIES HLDGSCLASS AEVLVW2,345$9,4970.00%
229STRYKER CORPSYK26$9,4000.00%
230ULTA BEAUTY INCULTA24$9,3390.00%
231DUPONT DE NEMOURS INCDD100$8,9110.00%
232FERROVIAL S A FFER200$8,6380.00%
233SKYWORKS SOLUTIONS INCSWKS81$7,9990.00%
234SPDR S&P BIOTECH ETF78464A87075$7,4220.00%
235CORTEVA INCCTVA124$7,3150.00%
236SCHWAB US LARGE CAP ETF808524201107$7,2530.00%
237PAYPAL HLDGS INCPYPL87$6,7890.00%
238COLGATE PALMOLIVE COCL63$6,5220.00%
239PRICE T ROWE GROUP INCTROW59$6,3980.00%
240LAUDER ESTEE COS INC CLASS A51843910463$6,2800.00%
241EXXON MOBIL CORPXOM54$6,2760.00%
242SPDR S&P DIVIDEND ETF78464A76343$6,0630.00%
243STURM RUGER & CO INCRGR142$5,9360.00%
244VANGUARD S&P 500 ETF92290836311$5,9130.00%
245ROIVANT SCIENCES LTD FROIV500$5,7700.00%
246IBOTTA INC CLASS AIBTA85$5,2370.00%
247T-MOBILE US INCTMUSZ25$5,1950.00%
248INDUSTRIAL AND C 5.1545581EGV75,000$5,0030.00%
249COMMUNICAT SVS SLCT SEC SPDR ETF81369Y85252$4,6950.00%
250NTNL BEVERAGE CORPFIZZ100$4,6940.00%
251ALIGN TECHNOLOGY INCALGN18$4,5780.00%
252ORSTED A/S FUNSPONSORED ADR 0.333333333333 ORD SHS68750L102200$4,4220.00%
253KRAFT HEINZ COKHC119$4,1740.00%
254FMI LARGE CAP INVESTOR302933205240$4,1290.00%
255SCHWAB TREASURY INFL PROTECTED SECS IDX808517817387$4,0460.00%
256RYDEX NASDAQ-100 INV78355460345$3,7750.00%
257SCHWAB TREASURY OBLIG MONEY INV8085156213,648$3,6480.00%
258DOW INCDOW65$3,5510.00%
259AIRBNB INC CLASS AABNB27$3,4240.00%
260ZOOM VIDEO COMMUNICATIONCLASS AZM45$3,1380.00%
261SACO & BIDDEFORD 5.278577TQE83,000$3,0010.00%
262CAMBRIDGE SAVINGS 5.2132504QU83,000$3,0000.00%
263ISHARES GLOBAL CLEAN ENERGY ETF464288224200$2,9380.00%
264MAIRS & POWER BALANCED INV89834G69525$2,8150.00%
265STRUCTURE THERAPEUTICS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHSGPCR59$2,5900.00%
266CLEVELAND-CLIFFS INC NEWCLF200$2,5540.00%
267VIKING THERAPEUTICS INCVKTX32$2,0260.00%
268RIVIAN AUTOMOTIVE INC CLASS ARIVN175$1,9640.00%
269HIMS & HERS HEALTH INC CLASS AHIMS86$1,5840.00%
270BRISTOL MYERS SQUIBB COCELG-RI30$1,5520.00%
271FIDELITY FREEDOM 205531579385194$1,5500.00%
2723M COMMM10$1,3670.00%
273KYNDRYL HLDGS INCKD57$1,3100.00%
274JOINT CORPJYNT100$1,1440.00%
275ACCO BRANDS CORPACCO200$1,0940.00%
276UBS BANK USA 4.590355GFB71,000$1,0300.00%
277CITIBANK, N.A. 5.3517312Q4D81,000$1,0140.00%
278LIQUIDMETAL TECHNOLOGIESLQMT20,000$9690.00%
279FIDELITY BLUE CHIP GROWTH3163893034$9370.00%
280UNDER ARMOUR INC CLASS AUA100$8910.00%
281MODERNA INCMRNA10$6680.00%
282VANGUARD EXTENDED MARKET INDEX ADMIRAL9229086944$5150.00%
283ISHARES CYBERSECURITY AND TECH ETF46435U1359$4390.00%
284SCHWAB FUNDAMENTAL US LARGE COMPANY IDX80850944213$3770.00%
285WARNER BROS DISCOVERY INWBD44$3630.00%
286PULTEGROUP INC7458671012$2760.00%
287SOLVENTUM CORPSOLV2$1390.00%
2882SEVENTY BIO INC90138410720$940.00%
289CERENCE INCCRNC25$790.00%
290BLUEBIRD BIO INC09609G10060$310.00%