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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

ROMAN BUTLER FULLERTON & CO

Quarter ended Q3 2024 · Filed October 29, 2024 · Accession 0001085146-24-005206

Total Value
$332.3M
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA135,288$17.8M5.36%
2MICROSOFT CORPMSFT33,718$14.1M4.25%
3APPLE INCAAPL57,162$13.4M4.02%
4AMAZON COM INCAMZN58,699$11.0M3.32%
5SPDR S&P 500 ETF TRSPY18,935$11.0M3.30%
6ELI LILLY & COLLY10,027$9.2M2.76%
7MASTERCARD INCORPORATEDMA14,074$7.1M2.15%
8VANGUARD SPECIALIZED FUNDS92190884430,005$6.0M1.81%
9THE CIGNA GROUP12552310016,132$5.6M1.69%
10WALMART INCWMT65,893$5.4M1.62%
11ALPHABET INCGOOG31,131$5.2M1.56%
12PROSHARES TR74348A46745,980$4.9M1.48%
13FIRST TR EXCHANGE-TRADED FD33733E10448,896$4.5M1.36%
14PROCTER AND GAMBLE CO74271810925,631$4.4M1.34%
15VANGUARD INDEX FDS92290873611,368$4.4M1.33%
16BERKSHIRE HATHAWAY INC DELBRK-A8,907$4.1M1.24%
17META PLATFORMS INCMETA6,749$4.0M1.19%
18ISHARES TR46428780433,436$3.9M1.18%
19HOME DEPOT INCHD9,311$3.9M1.16%
20EATON VANCE ENHANCED EQUITYETN186,611$3.8M1.13%
21SCHWAB STRATEGIC TR808524797123,363$3.5M1.06%
22GE AEROSPACE36960430116,875$3.2M0.97%
23ISHARES TR46428868795,559$3.2M0.96%
24FTAI AVIATION LTDFTAIN21,759$3.2M0.95%
25ISHARES TR4642876148,184$3.1M0.94%
26NETFLIX INCNFLX1,029$2.8M0.86%
27ALPHABET INCGOOG16,049$2.7M0.80%
28JPMORGAN CHASE & CO.VYLD11,808$2.6M0.79%
29COSTCO WHSL CORP NEW22160K1052,930$2.6M0.79%
30ARISTA NETWORKS INCANET6,522$2.6M0.77%
31ORACLE CORPORCL-PD14,640$2.5M0.77%
32ISHARES TR46428730925,223$2.4M0.73%
33SERVICENOW INCNOW2,557$2.4M0.71%
34ISHARES TR4642872004,054$2.4M0.71%
35JOHNSON & JOHNSONJNJ12,669$2.1M0.63%
36INVESCO QQQ TRIVZ4,191$2.1M0.62%
37STRATEGY SHSSTRD48,825$2.0M0.62%
38HOWMET AEROSPACE INCHWM19,486$2.0M0.61%
39EMCOR GROUP INCEME4,394$2.0M0.59%
40ISHARES TR46428773918,362$1.9M0.56%
41MERCADOLIBRE INCMELI901$1.8M0.55%
42CATERPILLAR INCCAT4,649$1.8M0.54%
43LOWES COS INC5486611076,390$1.8M0.54%
44PARKER-HANNIFIN CORPPH2,811$1.8M0.54%
45EATON VANCE TAX-MANAGED GLOBETN207,749$1.8M0.54%
46ADMA BIOLOGICS INCADMA107,626$1.8M0.54%
47EATON VANCE ENHANCED EQUITYETN79,792$1.8M0.53%
48ADOBE INCADBE3,445$1.8M0.53%
49COMFORT SYS USA INC1999081044,223$1.7M0.53%
50SPDR DOW JONES INDL AVERAGE78467X1094,030$1.7M0.52%
51IRON MTN INC DEL46284V10113,980$1.7M0.51%
52ISHARES TR4642874088,533$1.7M0.51%
53TRANSDIGM GROUP INCTDG1,215$1.7M0.51%
54CBRE GBL REAL ESTATE INC FD12504G100268,060$1.6M0.49%
55ISHARES TR46429B69717,433$1.6M0.48%
56AMEREN CORPAEE18,213$1.6M0.48%
57NUVEEN MUN VALUE FD INCNU173,977$1.6M0.48%
58NASDAQ INCNDAQ21,608$1.6M0.47%
59VANGUARD INDEX FDS9229086375,510$1.5M0.44%
60INVESCO EXCHANGE TRADED FD TIVZ13,963$1.5M0.44%
61ISHARES TR46434V62122,807$1.4M0.44%
62DIGITAL RLTY TR INC2538681038,928$1.4M0.43%
63CINTAS CORPCTAS6,536$1.4M0.41%
64VISA INCV4,750$1.3M0.40%
65SELECT SECTOR SPDR TR81369Y2098,581$1.3M0.39%
66CARPENTER TECHNOLOGY CORPCRS8,249$1.3M0.39%
67VANGUARD INTL EQUITY INDEX F92204277520,575$1.3M0.38%
68CISCO SYS INCCSCO23,012$1.2M0.37%
69AUTOMATIC DATA PROCESSING INADP4,275$1.2M0.37%
70MERCK & CO INCMRK10,948$1.2M0.37%
71EXXON MOBIL CORPXOM10,133$1.2M0.37%
72INTERNATIONAL BUSINESS MACHSINTR5,231$1.2M0.37%
73VALERO ENERGY CORPVLO8,972$1.2M0.36%
74EMERSON ELEC COEMR10,682$1.2M0.35%
75DATADOG INCDDOG9,106$1.2M0.35%
76BANK AMERICA CORP06050510426,985$1.1M0.34%
77RTX CORPORATIONRTX8,875$1.1M0.33%
78PALO ALTO NETWORKS INCPANW2,945$1.1M0.33%
79PEPSICO INCPEP5,899$1.0M0.31%
80ISHARES TR46428722610,363$1.0M0.31%
81DRAFTKINGS INC NEWDKNG27,079$1.0M0.31%
82PFIZER INCPFE34,463$1.0M0.31%
83ISHARES TR46428711911,663$991,9400.30%
84VERIZON COMMUNICATIONS INCVZ22,284$974,7040.29%
85ISHARES TR46428760610,303$959,8670.29%
86ISHARES TR4642886538,930$949,0950.29%
87ISHARES TR4642871686,838$927,3920.28%
88SELECT SECTOR SPDR TR81369Y60519,526$915,7910.28%
89ABBVIE INCABBV4,761$913,4970.27%
90REPUBLIC SVCS INC7607591004,373$902,8840.27%
91MCDONALDS CORPMCD2,871$899,6040.27%
92ASML HOLDING N VASMLF1,223$893,1600.27%
93SALESFORCE INCCRM3,073$886,1590.27%
94UNITED RENTALS INCURI1,006$838,7000.25%
95BROADCOM INCAVGO4,746$835,1590.25%
96KINDER MORGAN INC DELEP-PC32,701$809,6650.24%
97PROSHARES TR74347B6809,734$805,7360.24%
98VERTEX PHARMACEUTICALS INCVRTX1,650$798,8780.24%
99SPDR SER TR78464A85411,431$779,4640.23%
100J P MORGAN EXCHANGE TRADED F46641Q83715,353$776,1080.23%
101FIDELITY COVINGTON TRUST31609260010,571$765,0570.23%
102VANECK ETF TRUST92189F42941,562$761,8400.23%
103ISHARES TR4642877214,801$740,0890.22%
104PAYPAL HLDGS INCPYPL9,284$738,5420.22%
105BRISTOL-MYERS SQUIBB COCELG-RI13,978$737,4810.22%
106POWELL INDS INC7391281062,737$723,9500.22%
107VANGUARD INDEX FDS9229085382,890$722,3830.22%
108LAM RESEARCH CORPLRCX9,384$716,5320.22%
109ISHARES TR4642874407,444$715,9570.22%
110GLOBAL X FDS37954Y48338,881$708,4070.21%
111ISHARES TR46434V80319,763$697,6400.21%
112AMGEN INCAMGN2,111$686,3330.21%
113SEA LTDSE7,027$680,1140.20%
114SELECT SECTOR SPDR TR81369Y8868,338$672,1590.20%
115T-MOBILE US INCTMUSZ3,048$661,5390.20%
116VANGUARD STAR FDS92190976810,419$657,7320.20%
117COCA COLA COKO9,295$653,7840.20%
118ISHARES INC46428666513,699$649,5980.20%
119ISHARES SILVER TRSLV22,553$647,4970.19%
120FIDELITY WISE ORIGIN BITCOINFBTC10,830$634,8480.19%
121SMITH & WESSON BRANDS INCSWBI48,675$634,7200.19%
122ADVANCED MICRO DEVICES INCAMD4,041$633,0430.19%
123SELECT SECTOR SPDR TR81369Y86014,100$624,3680.19%
124ISHARES TR46428739024,191$613,9620.18%
125AT&T INCT-PC28,430$611,5340.18%
126PIMCO ETF TR72201R8827,776$608,3810.18%
127DEERE & CODE1,496$601,3310.18%
128UNITEDHEALTH GROUP INCUNH1,064$591,9670.18%
129UNITED STS GASOLINE FD LPUNTCW9,524$588,7740.18%
130UNILEVER PLCUNLYF9,281$587,6620.18%
131NATIONAL HEALTH INVS INC63633D1047,396$569,9620.17%
132BANK AMERICA CORP060505682450$568,9760.17%
133SYSCO CORPSYY7,369$556,7730.17%
134SELECT SECTOR SPDR TR81369Y7044,572$554,9260.17%
135SPDR SER TR78464A5405,467$553,2060.17%
136INVESCO EXCH TRADED FD TR IIIVZ12,552$551,6660.17%
137FREEPORT-MCMORAN INCFCX11,639$550,3140.17%
138PAYCHEX INCPAYX3,854$548,4640.17%
139ON HLDG AGH5919C10410,955$541,0670.16%
140SPDR SER TR78468R6225,575$539,9250.16%
141SPIRE INCSRJN8,223$539,1060.16%
142VANGUARD INDEX FDS9229087691,862$533,0980.16%
143KROGER COKR9,181$515,4360.16%
144ISHARES TR4642875077,946$502,5300.15%
145ARES CAPITAL CORPARCC23,250$497,7930.15%
146SAP SESAPGF2,160$495,6730.15%
147INVESCO EXCHANGE TRADED FD TIVZ2,736$493,6330.15%
148TARGET CORPTGT3,070$493,3640.15%
149WASTE MGMT INC DEL94106L1092,299$491,6010.15%
150INVESCO EXCH TRADED FD TR IIIVZ19,887$488,8120.15%
151ATKORE INCATKR5,543$474,1310.14%
152COLGATE PALMOLIVE COCL4,643$471,5220.14%
153VANGUARD WORLD FD92204A8762,663$462,6160.14%
154SOUTHWEST AIRLS CO84474110815,047$458,7730.14%
155SPDR SER TR78468R85310,005$456,0320.14%
156VANGUARD MUN BD FDS9229077468,937$453,8890.14%
157INVESCO EXCH TRADED FD TR IIIVZ6,245$453,7310.14%
158FS KKR CAP CORPFSK22,308$451,5200.14%
159ILLINOIS TOOL WKS INC4523081091,715$448,2190.13%
160HONEYWELL INTL INC4385161062,060$447,4850.13%
161ISHARES TR46429B6633,731$442,2700.13%
162ABBOTT LABSABLZF3,748$434,9790.13%
163SPIRIT AIRLS INC848577102264,429$431,0190.13%
164FIDELITY COVINGTON TRUST3160923038,422$429,0080.13%
165CVS HEALTH CORPCVS6,535$424,7670.13%
166ROYAL BK CDA7800871023,359$417,8930.13%
167AMPLIFY ETF TR03210860710,422$409,5000.12%
168DNP SELECT INCOME FD INC23325P10441,593$402,6250.12%
169SPDR SER TR78468R6634,387$401,9640.12%
170SPDR GOLD TRGLD1,617$397,6530.12%
171INTUITINTU629$388,8640.12%
172TJX COS INC NEW8725401093,159$368,8770.11%
173VANGUARD WORLD FD92204A702611$364,6370.11%
174DANAHER CORPORATION2358511021,337$364,6340.11%
175TEXAS INSTRS INC8825081041,819$363,4620.11%
176CHEVRON CORP NEWCVX2,457$362,9570.11%
177BOEING COBA-PA2,349$357,8520.11%
178APPLIED MATLS INC0382221051,869$357,0840.11%
179DOLLAR GEN CORP NEW2566771054,395$354,0970.11%
180PHILLIPS 66PSX2,679$352,0270.11%
181VENTAS INCVTR5,434$349,3490.11%
182ETFS GOLD TR00326A10413,684$347,8400.10%
183LULULEMON ATHLETICA INCLULU1,198$344,4010.10%
184TESLA INCTSLA1,547$339,6750.10%
185ISHARES TR4642874654,053$328,9810.10%
186DISCOVER FINL SVCS2547091082,228$327,8060.10%
187TRANE TECHNOLOGIES PLCTT817$324,9070.10%
188ACCENTURE PLC IRELANDACN867$319,5400.10%
189OMEGA HEALTHCARE INVS INC6819361007,620$309,6020.09%
190T ROWE PRICE ETF INC87283Q8678,986$300,7600.09%
191VANECK ETF TRUST92189F38713,256$300,5050.09%
192KIMBERLY-CLARK CORPKMB2,052$298,0510.09%
193VANGUARD INDEX FDS922908363559$297,8590.09%
194AMERICAN EXPRESS COAXP1,070$296,6770.09%
195THERMO FISHER SCIENTIFIC INCTMO491$294,9330.09%
196INVESCO DB US DLR INDEX TRIVZ10,107$292,4910.09%
197CINCINNATI FINL CORP1720621012,130$291,3840.09%
198BXP INCBXP3,357$290,3420.09%
199SPDR SER TR78464A64911,211$288,9060.09%
200CHEMED CORP NEWCHE479$288,5010.09%
201ESSEX PPTY TR INC297178105982$287,2790.09%
202ISHARES TR4642874732,154$286,5700.09%
203GE VERNOVA INCGEV1,062$282,8740.09%
204VANGUARD INDEX FDS9229086111,392$281,6260.08%
205GE HEALTHCARE TECHNOLOGIES IGEHC3,096$280,8550.08%
206CAPITAL ONE FINL CORP14040H1051,790$280,5260.08%
207SPDR SER TR78464A8475,053$280,2920.08%
208QUALCOMM INCQCOM1,599$278,3800.08%
209SELECT SECTOR SPDR TR81369Y5063,073$275,8660.08%
210PHILIP MORRIS INTL INC7181721092,269$273,2120.08%
211AMERICAN TOWER CORP NEW03027X1001,163$266,9360.08%
212CONSTELLATION ENERGY CORPCEG997$265,2890.08%
213ANHEUSER BUSCH INBEV SA/NVBUDFF4,005$262,0730.08%
214CORCEPT THERAPEUTICS INCCORT5,565$260,6650.08%
215MARKETAXESS HLDGS INCMKTX886$255,5120.08%
216FIDELITY COVINGTON TRUST31609A3057,595$254,9710.08%
217BOOKING HOLDINGS INCBKNG59$252,9220.08%
218EASTMAN CHEM COEMN2,272$250,6840.08%
219PULTE GROUP INC7458671011,727$249,7320.08%
220DIAMONDBACK ENERGY INCFANG1,375$247,1070.07%
221ISHARES TR4642883073,266$242,8090.07%
222ISHARES TR46435GAA09,888$238,8950.07%
223ROLLINS INCROL4,754$237,5800.07%
224HILTON WORLDWIDE HLDGS INCHLT1,000$236,1200.07%
225VANGUARD INDEX FDS922908629880$235,6820.07%
226VISTRA CORPVST1,836$235,5900.07%
227UBER TECHNOLOGIES INCUBER2,803$233,2040.07%
228VANGUARD INDEX FDS922908751961$230,7360.07%
229SHERWIN WILLIAMS COSHW592$230,0380.07%
230PROSPECT CAP CORPPSEC-PA44,342$229,6910.07%
231DIAGEO PLCDGEAF1,670$224,6540.07%
232WEC ENERGY GROUP INCWEC2,310$224,5680.07%
233ISHARES TR46436E8589,699$222,1040.07%
234ISHARES TR46434VBD18,740$218,8470.07%
235ISHARES TR4642874811,791$216,7230.07%
236GENERAL DYNAMICS CORPGD720$216,0830.07%
237NORDSON CORPNDSN839$215,7730.06%
238SPDR SER TR78464A8881,739$215,2990.06%
239INGERSOLL RAND INCIR2,138$215,2470.06%
240SHOPIFY INCSHOP2,606$213,5100.06%
241HEWLETT PACKARD ENTERPRISE CHPE-PC10,263$212,8550.06%
242DISNEY WALT CO2546871062,254$212,3920.06%
243LINCOLN NATL CORP IND5341871096,267$210,6880.06%
244SHELL PLCRYDAF3,161$208,9090.06%
245US BANCORP DELUSB-PS4,426$208,0130.06%
2463M COMMM1,521$206,4630.06%
247FEDEX CORPFDX775$206,0860.06%
248ALTRIA GROUP INCMO4,112$205,2110.06%
249CONSTELLATION BRANDS INCSTZ837$204,1760.06%