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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

RBA Wealth Management, LLC

Quarter ended Q1 2025 · Filed April 25, 2025 · Accession 0001085146-25-002336

Total Value
$252.8M
Positions
94
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (94)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL41,770$9.3M3.67%
2AUTOZONE INCAZO2,355$9.0M3.55%
3VISA INCV22,157$7.8M3.07%
4MICROSOFT CORPMSFT20,631$7.7M3.06%
5WASTE MGMT INC DEL94106L10931,844$7.4M2.92%
6ALPHABET INCGOOG47,431$7.3M2.90%
7BOSTON SCIENTIFIC CORPBSX66,820$6.7M2.67%
8CUMMINS INCCMI20,797$6.5M2.58%
9ARCH CAP GROUP LTDG0450A10565,689$6.3M2.50%
10METLIFE INCMET-PF77,503$6.2M2.46%
11T-MOBILE US INCTMUSZ21,213$5.7M2.24%
12BROADCOM INCAVGO33,252$5.6M2.20%
13CBOE GLOBAL MKTS INC12503M10824,054$5.4M2.15%
14EAST WEST BANCORP INCEWBC60,285$5.4M2.14%
15META PLATFORMS INCMETA9,141$5.3M2.08%
16AMERICAN ELEC PWR CO INC02553710147,095$5.1M2.04%
17PROCTER AND GAMBLE CO74271810929,969$5.1M2.02%
18CISCO SYS INCCSCO82,272$5.1M2.01%
19BECTON DICKINSON & COBDX21,952$5.0M1.99%
20HOME DEPOT INCHD13,591$5.0M1.97%
21SYNOPSYS INCSNPS11,558$5.0M1.96%
22EAGLE MATLS INC26969P10822,271$4.9M1.96%
23ASML HOLDING N VASMLF7,306$4.8M1.92%
24MEDTRONIC PLCMDT52,671$4.7M1.87%
25QUALCOMM INCQCOM30,591$4.7M1.86%
26TARGA RES CORPTRGP22,795$4.6M1.81%
27SALESFORCE INCCRM16,730$4.5M1.78%
28ADOBE INCADBE11,337$4.3M1.72%
29UNITED RENTALS INCURI6,842$4.3M1.70%
30PROLOGIS INC.PLDGP38,013$4.2M1.68%
31ELECTRONIC ARTS INCEA28,203$4.1M1.61%
32APPLIED MATLS INC03822210527,866$4.0M1.60%
33FIDELITY NATL INFORMATION SV31620M10653,811$4.0M1.59%
34THE CIGNA GROUP12552310011,980$3.9M1.56%
35FLOWSERVE CORPFLS80,684$3.9M1.56%
36TAIWAN SEMICONDUCTOR MFG LTD87403910022,757$3.8M1.49%
37PVH CORPORATIONPVH58,142$3.8M1.49%
38KB HOMEKBH64,440$3.7M1.48%
39MOHAWK INDS INC60819010430,672$3.5M1.39%
40TELEFLEX INCORPORATEDTFX21,394$3.0M1.17%
41VANGUARD WORLD FD92204A7025,129$2.8M1.10%
42NXP SEMICONDUCTORS N VNXPI14,285$2.7M1.07%
43EOG RES INCEOG20,544$2.6M1.04%
44ACCENTURE PLC IRELANDACN7,326$2.3M0.90%
45UNITEDHEALTH GROUP INCUNH3,966$2.1M0.82%
46VICI PPTYS INC92565210961,459$2.0M0.79%
47ISHARES TR46428722616,459$1.6M0.64%
48VANGUARD BD INDEX FDS92193783522,142$1.6M0.64%
49CHEVRON CORP NEWCVX9,693$1.6M0.64%
50BERKSHIRE HATHAWAY INC DELBRK-A2$1.6M0.63%
51TARGET CORPTGT13,836$1.4M0.57%
52VANGUARD WORLD FD92204A40511,447$1.4M0.54%
53VANGUARD WORLD FD92204A5044,008$1.1M0.42%
54AMAZON COM INCAMZN5,376$1.0M0.40%
55VANGUARD WORLD FD92204A1082,749$894,8270.35%
56WALMART INCWMT9,938$872,4670.35%
57VANGUARD WORLD FD92204A6033,486$862,9590.34%
58VANGUARD WORLD FD92204A8845,706$846,7130.33%
59JPMORGAN CHASE & CO.VYLD3,305$810,7870.32%
60TESLA INCTSLA2,579$668,3740.26%
61LOCKHEED MARTIN CORPLMT1,394$622,7160.25%
62OTTER TAIL CORPOTTR7,094$570,1200.23%
63SCHWAB STRATEGIC TR80852430021,498$538,3050.21%
64VANGUARD WORLD FD92204A2072,286$500,2230.20%
65INTERNATIONAL BUSINESS MACHSINTR1,944$483,4540.19%
66PEPSICO INCPEP2,855$428,1480.17%
67COSTCO WHSL CORP NEW22160K105424$401,0300.16%
68SCHWAB STRATEGIC TR80852483917,152$397,2350.16%
69NVIDIA CORPORATIONNVDA3,420$370,6600.15%
70CHUBB LIMITEDCB1,173$354,2340.14%
71SPDR S&P 500 ETF TRSPY619$346,2620.14%
72SCHWAB STRATEGIC TR80852450813,176$345,2210.14%
73VANGUARD WORLD FD92204A3062,616$339,3210.13%
74DISNEY WALT CO2546871063,419$337,4600.13%
75INVESCO QQQ TRIVZ716$335,7930.13%
76COPART INCCPRT5,556$314,4140.12%
77SPDR SER TR78464A4093,862$310,3500.12%
78TECK RESOURCES LTDTCKRF8,190$298,3620.12%
79BERKSHIRE HATHAWAY INC DELBRK-A532$283,3330.11%
80SCHWAB STRATEGIC TR80852460711,324$265,3290.10%
81J P MORGAN EXCHANGE TRADED F46641Q3324,641$265,1710.10%
82MCDONALDS CORPMCD841$262,7470.10%
83VANGUARD INDEX FDS9229085532,745$248,5320.10%
84SCHWAB STRATEGIC TR8085244099,237$245,5310.10%
85FEDEX CORPFDX998$243,2920.10%
86ISHARES TR46435G6724,822$241,0520.10%
87S&P GLOBAL INCSPGI471$239,1990.09%
88VANGUARD WORLD FD92204A8761,379$235,5470.09%
89SCHWAB STRATEGIC TR80852480511,685$231,1280.09%
90CONOCOPHILLIPSCOP2,086$219,0350.09%
91RAYMOND JAMES FINL INC7547301091,567$217,7260.09%
92JOHNSON & JOHNSONJNJ1,307$216,7530.09%
93EXXON MOBIL CORPXOM1,742$207,1800.08%
94VANGUARD WORLD FD92204A8011,084$204,6700.08%