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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

BLB&B Advisors, LLC

Quarter ended Q1 2024 · Filed April 26, 2024 · Accession 0001085146-24-002081

Total Value
$1.77B
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TAX-MANAGED FDS9219438582,743,674$137.7M7.76%
2ISHARES TR464287200197,444$103.8M5.85%
3ISHARES TR4642875071,704,447$103.5M5.84%
4ISHARES TR464287804844,932$93.4M5.27%
5VANGUARD INTL EQUITY INDEX F9220428581,977,433$82.6M4.66%
6MICROSOFT CORPMSFT164,656$69.3M3.91%
7APPLE INCAAPL329,490$56.5M3.19%
8NVIDIA CORPORATIONNVDA60,474$54.6M3.08%
9ISHARES TR464287226509,077$49.9M2.81%
10BARCLAYS BANK PLCVXZ1,555,025$48.4M2.73%
11SCHWAB STRATEGIC TR808524508536,952$43.7M2.47%
12ISHARES TR464287150326,947$37.7M2.13%
13VANGUARD INDEX FDS922908751142,636$32.6M1.84%
14ISHARES INC46434G103610,098$31.5M1.78%
15VANGUARD INDEX FDS922908629121,957$30.5M1.72%
16AMAZON COM INCAMZN161,366$29.1M1.64%
17ISHARES TR46432F842387,766$28.8M1.62%
18ALPHABET INCGOOG177,394$26.8M1.51%
19JPMORGAN CHASE & COVYLD127,926$25.6M1.44%
20PROLOGIS INC.PLDGP172,903$22.5M1.27%
21CHEVRON CORP NEWCVX132,162$20.8M1.18%
22JOHNSON & JOHNSONJNJ129,656$20.5M1.16%
23SPDR S&P 500 ETF TRSPY38,183$20.0M1.13%
24PROCTER AND GAMBLE CO742718109120,420$19.5M1.10%
25VISA INCV65,867$18.4M1.04%
26COSTCO WHSL CORP NEW22160K10524,678$18.1M1.02%
27VANGUARD INDEX FDS92290873643,175$14.9M0.84%
28ABBVIE INCABBV77,969$14.2M0.80%
29CADENCE DESIGN SYSTEM INCCDNS45,461$14.2M0.80%
30CISCO SYS INCCSCO279,202$13.9M0.79%
31SPDR SER TR78468R622145,138$13.8M0.78%
32STRYKER CORPORATIONSYK35,793$12.8M0.72%
33ISHARES TR464288281142,566$12.8M0.72%
34SCHWAB STRATEGIC TR808524300136,331$12.6M0.71%
35VANGUARD INTL EQUITY INDEX F922042775215,389$12.6M0.71%
36NEXTERA ENERGY INCNEE-PW195,652$12.5M0.71%
37VANGUARD INDEX FDS92290874476,148$12.4M0.70%
38WASTE MGMT INC DEL94106L10952,494$11.2M0.63%
39LOCKHEED MARTIN CORPLMT24,258$11.0M0.62%
40DANAHER CORPORATION23585110243,329$10.8M0.61%
41ZOETIS INCZTS63,696$10.8M0.61%
42DEERE & CODE25,456$10.5M0.59%
43ARISTA NETWORKS INCANET34,686$10.1M0.57%
44MCDONALDS CORPMCD35,098$9.9M0.56%
45D R HORTON INC23331A10960,046$9.9M0.56%
46S&P GLOBAL INCSPGI22,989$9.8M0.55%
47CVS HEALTH CORPCVS112,851$9.0M0.51%
48BLACKROCK INCBLK10,462$8.7M0.49%
49ECOLAB INCECL37,658$8.7M0.49%
50SCHWAB CHARLES CORPSCHW-PJ111,533$8.1M0.45%
51MONSTER BEVERAGE CORP NEWMNST135,229$8.0M0.45%
52BERKSHIRE HATHAWAY INC DELBRK-A19,028$8.0M0.45%
53INVESCO QQQ TRIVZ17,819$7.9M0.45%
54LINDE PLCLIN16,728$7.8M0.44%
55TAKE-TWO INTERACTIVE SOFTWARTTWO50,759$7.5M0.43%
56EXXON MOBIL CORPXOM58,248$6.8M0.38%
57TJX COS INC NEW87254010965,419$6.6M0.37%
58MERCK & CO INCMRK50,077$6.6M0.37%
59IONIS PHARMACEUTICALS INCIONS146,100$6.3M0.36%
60AUTOMATIC DATA PROCESSING INADP18,997$4.7M0.27%
61PEPSICO INCPEP26,577$4.7M0.26%
62INTERNATIONAL BUSINESS MACHSINTR23,536$4.5M0.25%
63ABBOTT LABSABLZF38,160$4.3M0.24%
64VANGUARD INDEX FDS92290863717,828$4.3M0.24%
65CATERPILLAR INCCAT11,379$4.2M0.24%
66VANGUARD BD INDEX FDS92193782748,496$3.7M0.21%
67HONEYWELL INTL INC43851610616,317$3.3M0.19%
68VANGUARD CHARLOTTE FDS92203J40764,744$3.2M0.18%
69FS KKR CAP CORPFSK164,690$3.1M0.18%
70VANGUARD INDEX FDS9229083636,507$3.1M0.18%
71VANGUARD BD INDEX FDS92193781939,581$3.0M0.17%
72PFIZER INCPFE106,305$2.9M0.17%
73VANGUARD INDEX FDS92290876911,052$2.9M0.16%
74ESSENTIAL UTILS INC29670G10276,107$2.8M0.16%
75PNC FINL SVCS GROUP INC69347510517,340$2.8M0.16%
76SCHWAB STRATEGIC TR80852479734,457$2.8M0.16%
77BENTLEY SYS INCBSY52,100$2.7M0.15%
78META PLATFORMS INCMETA5,398$2.6M0.15%
79COCA COLA COKO42,742$2.6M0.15%
80EMERSON ELEC COEMR23,019$2.6M0.15%
81AMERICAN EXPRESS COAXP11,427$2.6M0.15%
82ISHARES TR46428746528,787$2.3M0.13%
83DUKE ENERGY CORP NEWDUKB23,251$2.2M0.13%
84MASTERCARD INCORPORATEDMA4,597$2.2M0.12%
85ELI LILLY & COLLY2,815$2.2M0.12%
86ALPHABET INCGOOG12,433$1.9M0.11%
87BROADCOM INCAVGO1,421$1.9M0.11%
88CSX CORPCSX50,757$1.9M0.11%
89VERIZON COMMUNICATIONS INCVZ43,872$1.8M0.10%
90PAYCHEX INCPAYX14,741$1.8M0.10%
91SPDR SER TR78464A47460,097$1.8M0.10%
92ADOBE INCADBE3,533$1.8M0.10%
93VANGUARD WORLD FD92204A7023,318$1.7M0.10%
94HOME DEPOT INCHD4,500$1.7M0.10%
95TARGET CORPTGT9,658$1.7M0.10%
96FORD MTR CO DEL345370860124,227$1.6M0.09%
97BRISTOL-MYERS SQUIBB COCELG-RI29,875$1.6M0.09%
98SPDR SER TR78464A37548,144$1.6M0.09%
99VANGUARD BD INDEX FDS92193779321,589$1.6M0.09%
100CORNING INCGLW45,897$1.5M0.09%
101VANGUARD SCOTTSDALE FDS92206C77132,754$1.5M0.08%
102VANGUARD WHITEHALL FDS92194688523,099$1.5M0.08%
103QUALCOMM INCQCOM8,645$1.5M0.08%
104ISHARES TR46428723435,220$1.4M0.08%
105SPDR SER TR78464A40919,226$1.4M0.08%
106SELECT SECTOR SPDR TR81369Y8036,723$1.4M0.08%
107DISNEY WALT CO25468710611,176$1.4M0.08%
108TOLL BROTHERS INCTOL10,381$1.3M0.08%
109INTEL CORPINTC30,152$1.3M0.08%
110SELECT SECTOR SPDR TR81369Y50613,976$1.3M0.07%
111TRANE TECHNOLOGIES PLCTT4,376$1.3M0.07%
112ISHARES TR46428724211,818$1.3M0.07%
113SCHWAB STRATEGIC TR80852410221,040$1.3M0.07%
114VANGUARD MUN BD FDS92290774624,130$1.2M0.07%
115BANK AMERICA CORP06050510430,174$1.1M0.06%
116CENTERPOINT ENERGY INCCNP39,056$1.1M0.06%
117AMGEN INCAMGN3,904$1.1M0.06%
118VANGUARD WELLINGTON FD9219355087,250$1.1M0.06%
119ISHARES TR4642874819,527$1.1M0.06%
120SCHWAB STRATEGIC TR80852460721,931$1.1M0.06%
121WELLS FARGO CO NEW94974610118,593$1.1M0.06%
122COMCAST CORP NEWCCZ24,478$1.1M0.06%
123J P MORGAN EXCHANGE TRADED F46641Q83720,863$1.1M0.06%
1243M COMMM9,797$1.0M0.06%
125CARLISLE COS INC1423391002,634$1.0M0.06%
126PPL CORPPPLC37,484$1.0M0.06%
127GENERAL ELECTRIC CO3696043015,832$1.0M0.06%
128SHOPIFY INCSHOP12,825$989,7050.06%
129ISHARES TR46428851312,731$989,6050.06%
130TESLA INCTSLA5,141$903,7360.05%
131ISHARES TR46435G4257,805$897,2630.05%
132ENBRIDGE INCENNPF24,622$890,7340.05%
133WESTERN DIGITAL CORP.WDC12,887$879,4090.05%
134ISHARES TR4642871013,527$872,6150.05%
135VANGUARD STAR FDS92190976814,443$870,9130.05%
136VANGUARD INDEX FDS9229085953,281$855,3480.05%
137J P MORGAN EXCHANGE TRADED F46641Q33214,438$835,3800.05%
138CMS ENERGY CORPCMS-PC13,779$831,4250.05%
139PPG INDS INC6935061075,640$817,2360.05%
140NETFLIX INCNFLX1,345$816,8590.05%
141VANGUARD WHITEHALL FDS9219468109,849$802,9890.05%
142THE CIGNA GROUP1255231002,202$799,7440.05%
143HERSHEY COHSY4,020$781,8900.04%
144VANGUARD WORLD FD92204A4057,633$781,5430.04%
145TEXAS INSTRS INC8825081044,404$767,2210.04%
146ENERGY TRANSFER L PET-PI47,972$754,6000.04%
147BOEING COBA-PA3,891$750,9240.04%
148ORACLE CORPORCL-PD5,739$720,8760.04%
149ISHARES TR4642874998,478$712,9150.04%
150SPDR S&P MIDCAP 400 ETF TRMDY1,276$709,9660.04%
151UNIVEST FINANCIAL CORPORATIOUVSP33,164$690,4750.04%
152ZIMMER BIOMET HOLDINGS INCZBH5,100$673,0980.04%
153MONDELEZ INTL INC6092071059,579$670,5380.04%
154SHERWIN WILLIAMS COSHW1,856$644,6440.04%
155ISHARES TR4642876222,224$640,5090.04%
156BERKSHIRE HATHAWAY INC DELBRK-A1$634,4400.04%
157SALESFORCE INCCRM2,101$632,7790.04%
158TEXTRON INCTXT6,483$621,9140.04%
159AIR PRODS & CHEMS INCAIIR2,465$597,1960.03%
160SPDR SER TR78468R85313,835$595,4580.03%
161SCHLUMBERGER LTDSLB10,849$594,6340.03%
162ACCENTURE PLC IRELANDACN1,682$582,9980.03%
163SPDR GOLD TRGLD2,767$569,2270.03%
164ADVANCED MICRO DEVICES INCAMD3,117$562,5870.03%
165ISHARES TR46432F8348,075$547,9700.03%
166WALMART INCWMT9,065$545,4410.03%
167CROWDSTRIKE HLDGS INCCRWD1,698$544,3620.03%
168RTX CORPORATIONRTX5,578$544,0220.03%
169KIMBERLY-CLARK CORPKMB4,181$540,8120.03%
170CONSTELLATION ENERGY CORPCEG2,910$537,9140.03%
171VANGUARD WORLD FD92204A1081,657$526,4790.03%
172NBT BANCORP INCNBTB14,056$515,5740.03%
173LOWES COS INC5486611072,017$513,8200.03%
174WILLIAMS COS INC96945710013,133$511,7930.03%
175NUSHARES ETF TRNU11,363$505,4260.03%
176ISHARES TR46435U54910,720$504,4830.03%
177ISHARES TR4642888108,346$488,9920.03%
178VANGUARD INDEX FDS9229085123,122$486,7330.03%
179AT&T INCT-PC27,149$477,8160.03%
180SUPER MICRO COMPUTER INCSMCI470$474,7140.03%
181ILLINOIS TOOL WKS INC4523081091,755$470,8220.03%
182UNION PAC CORPUNP1,912$470,2180.03%
183VANGUARD SPECIALIZED FUNDS9219088442,574$470,0940.03%
184CONOCOPHILLIPSCOP3,677$468,0090.03%
185VANGUARD WORLD FD92204A5041,723$466,1930.03%
186EATON CORP PLCETN1,486$464,6420.03%
187THE TRADE DESK INC88339J1055,260$459,8290.03%
188SPROTT PHYSICAL GOLD & SILVESII21,848$444,3880.03%
189BECTON DICKINSON & COBDX1,791$443,1830.02%
190EXELON CORPEXC11,778$442,4990.02%
191BLACKSTONE INCBX3,308$434,5720.02%
192WEYERHAEUSER CO MTN BEWY12,045$432,5360.02%
193SPDR SER TR78464A6312,973$417,7360.02%
194AMERICAN TOWER CORP NEW03027X1002,084$411,8110.02%
195VANECK ETF TRUST92189F6761,825$410,6070.02%
196GENERAL MLS INC3703341045,835$408,2750.02%
197AMERIPRISE FINL INC03076C106923$404,6800.02%
198UNITED PARCEL SERVICE INCUPS2,693$400,2920.02%
199ALLSTATE CORPALL-PJ2,287$395,6740.02%
200SELECT SECTOR SPDR TR81369Y7043,127$393,9160.02%
201EDWARDS LIFESCIENCES CORPEW4,120$393,7070.02%
202CORTEVA INCCTVA6,687$385,6230.02%
203COLGATE PALMOLIVE COCL4,233$381,1820.02%
204MASCO CORPMAS4,795$378,2300.02%
205APPLIED MATLS INC0382221051,821$375,5450.02%
206CANADIAN PACIFIC KANSAS CITYCP4,230$373,3560.02%
207DOMINION ENERGY INCD7,390$363,5140.02%
208INVESCO PA VALUE MUN INC TRIVZ35,094$359,7140.02%
209VANGUARD INDEX FDS9229086111,873$359,4750.02%
210TRAVELERS COMPANIES INCTRV1,532$352,5740.02%
211ISHARES TR46435U6638,659$348,6980.02%
212ATLASSIAN CORPORATIONTEAM1,765$344,3690.02%
213BRUKER CORPBRKRP3,633$341,2450.02%
214VEEVA SYS INCVEEV1,442$334,0970.02%
215CHUBB LIMITEDCB1,267$328,3180.02%
216VANGUARD INDEX FDS9229085381,387$327,0410.02%
217CUMMINS INCCMI1,108$326,4720.02%
218VANGUARD ADMIRAL FDS INC9219328692,822$320,1560.02%
219TELEFLEX INCORPORATEDTFX1,407$318,2210.02%
220ISHARES TR4642871682,581$317,8810.02%
221SELECT SECTOR SPDR TR81369Y8864,830$317,0900.02%
222MORGAN STANLEYMS-PQ3,317$312,3290.02%
223ISHARES INC46434G8639,640$310,6970.02%
224PHILIP MORRIS INTL INC7181721093,374$309,1260.02%
225FEDERAL RLTY INVT TR NEW3137451013,000$306,3600.02%
226DIMENSIONAL ETF TRUST25434V7089,455$302,0870.02%
227INVESCO EXCH TRADED FD TR IIIVZ12,558$300,0110.02%
228STARBUCKS CORPSBUX3,255$297,4860.02%
229INNOVATOR ETFS TRUSTINHD8,015$293,3310.02%
230EASTMAN CHEM COEMN2,926$293,2420.02%
231SELECT SECTOR SPDR TR81369Y8523,585$292,7510.02%
232VANGUARD WHITEHALL FDS9219464062,377$287,5650.02%
233T-MOBILE US INCTMUSZ1,754$286,2880.02%
234SHELL PLCRYDAF4,244$284,5180.02%
235SOUTHERN COSOMN3,888$278,9250.02%
236ATMOS ENERGY CORPATO2,290$272,2120.02%
237MCKESSON CORPMCK504$270,5720.02%
238AMERICAN ELEC PWR CO INC0255371013,059$263,3800.01%
239GSK PLCGLAXF6,131$262,8360.01%
240MUELLER WTR PRODS INC62475810816,270$261,7840.01%
241JOHNSON CTLS INTL PLCG515021053,903$254,9440.01%
242STANLEY BLACK & DECKER INCSWK2,585$253,1490.01%
243KINDER MORGAN INC DELEP-PC13,773$252,5940.01%
244INVESCO ACTVELY MNGD ETC FDIVZ17,734$245,9710.01%
245VANGUARD INDEX FDS9229085532,840$245,6280.01%
246PUBLIC SVC ENTERPRISE GRP IN7445731063,662$244,5230.01%
247INTUITIVE SURGICAL INCISRG609$243,0460.01%
248TEXAS PACIFIC LAND CORPORATITPL420$242,9740.01%
249ISHARES TR46435G5163,036$242,6070.01%
250BANK NEW YORK MELLON CORP0640581004,200$242,0040.01%
251CENCORA INCCOR980$238,1300.01%
252NORTHROP GRUMMAN CORPNOC493$235,9790.01%
253WISDOMTREE TRWT4,866$235,0280.01%
254ISHARES TR4642875561,711$234,7690.01%
255SELECT SECTOR SPDR TR81369Y6055,550$233,7660.01%
256M & T BK CORP55261F1041,602$232,9950.01%
257MEDTRONIC PLCMDT2,648$230,7630.01%
258DOW INCDOW3,967$229,8140.01%
259AMEREN CORPAEE3,105$229,6460.01%
260INVESCO EXCHANGE TRADED FD TIVZ5,377$226,5470.01%
261DUPONT DE NEMOURS INCDD2,932$224,8150.01%
262ISHARES TR4642886464,375$224,3500.01%
263JEFFERIES FINL GROUP INC47233W1094,819$212,5180.01%
264ISHARES TR4642873092,486$209,9040.01%
265INVESCO EXCHANGE TRADED FD TIVZ1,236$209,3480.01%
266ISHARES TR4642878461,620$207,5060.01%
267UNITEDHEALTH GROUP INCUNH419$207,2790.01%
268ISHARES TR4642876711,751$205,2350.01%
269ISHARES TR46434V8783,999$202,1890.01%
270HUMANA INCHUM580$201,0980.01%
271UBER TECHNOLOGIES INCUBER2,603$200,4050.01%
272KEYCORP49326710811,279$178,3210.01%
273FS CREDIT OPPORTUNITIES CORPFSCO29,501$174,9410.01%
274NUVEEN PENNSYLVANIA QLT MUNNU14,386$170,0430.01%
275DNP SELECT INCOME FD INC23325P10411,212$101,6930.01%
276KARYOPHARM THERAPEUTICS INCKPTI75,000$39,9390.00%
277OUTSET MED INCOM15,985$35,4870.00%
278TELLURIAN INC NEW87968A10420,000$13,2280.00%