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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

RATIONAL ADVISORS LLC

Quarter ended Q2 2024 · Filed July 25, 2024 · Accession 0001162044-24-000738

Total Value
$1.03B
Positions
204
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (204)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287226924,888$89.8M8.76%
2VANGUARD BD INDEX FDS9219378351,246,052$89.8M8.76%
3SPDR SER TR78464A6493,576,024$89.7M8.75%
4ALPS ETF TR00162Q4521,281,676$61.5M6.00%
5INVESCO EXCH TRADED FD TR IIIVZ307,236$60.6M5.91%
6WISDOMTREE TRWT1,275,588$56.0M5.46%
7VANGUARD SPECIALIZED FUNDS921908844270,136$49.3M4.81%
8J P MORGAN EXCHANGE TRADED F46641Q332775,108$43.9M4.28%
9ISHARES TR46428720072,050$39.4M3.84%
10DBX ETF TR2330514321,107,096$39.3M3.83%
11SCHWAB STRATEGIC TR8085248471,740,644$34.8M3.39%
12GLOBAL X FDS37954Y6571,486,252$29.2M2.85%
13DIMENSIONAL ETF TRUST25434V872591,372$24.6M2.40%
14SPDR SER TR78464A854307,248$19.7M1.92%
15ISHARES TR46428720035,512$19.4M1.90%
16VANGUARD INDEX FDS92290836338,602$19.3M1.88%
17SELECT SECTOR SPDR TR81369Y886269,168$18.3M1.79%
18SCHWAB STRATEGIC TR808524698333,512$14.7M1.43%
19ISHARES TR464288588106,272$9.8M0.95%
20AMAZON COM INCAMZN42,395$8.2M0.80%
21APOLLO GLOBAL MGMT INC03769M30499,600$6.5M0.64%
22WELLS FARGO CO NEW9497468045,400$6.4M0.63%
23FORD MTR CO DEL345370CZ16,240,000$6.3M0.61%
24BANK AMERICA CORP0605056825,248$6.3M0.61%
25NEXTERA ENERGY INCNEE-PW150,700$6.3M0.61%
26DEXCOM INCDXCM6,190,000$6.2M0.60%
27TYLER TEX INDPT SCH DIST902252AB15,620,000$6.2M0.60%
28PPL CAP FDG INCPPLC6,120,000$5.9M0.57%
29BOOKING HOLDINGS INCBKNG1,400$5.5M0.54%
30SHOPIFY INCSHOP5,332,000$5.0M0.49%
31INVESCO EXCH TRADED FD TR IIIVZ186,364$4.9M0.48%
32SHIFT4 PMTS INC82452JAD15,156,000$4.9M0.47%
33ALLIANT ENERGY CORPLNT4,250,000$4.2M0.41%
34DRAFTKINGS INC NEWDKNG5,020,000$4.2M0.41%
35ETSY INCETSY5,200,000$4.1M0.40%
36LIVE NATION ENTERTAINMENT INLYV37,850$3.5M0.35%
37OKTA INCOKTA3,879,000$3.5M0.35%
38UBER TECHNOLOGIES INCUBER48,600$3.5M0.34%
39NETFLIX INCNFLX5,200$3.5M0.34%
40APPLE INCAAPL16,600$3.5M0.34%
41APOLLO GLOBAL MGMT INC03769M10629,500$3.5M0.34%
42DRAFTKINGS INC NEWDKNG90,900$3.5M0.34%
43CHIPOTLE MEXICAN GRILL INCCMG55,000$3.4M0.34%
44MICROSOFT CORPMSFT7,647$3.4M0.33%
45ELI LILLY & COLLY3,750$3.4M0.33%
46ALPHABET INCGOOG18,605$3.4M0.33%
47KKR & CO INCKKRT31,900$3.4M0.33%
48OREILLY AUTOMOTIVE INC67103H1073,120$3.3M0.32%
49COSTCO WHSL CORP NEW22160K1053,699$3.1M0.31%
50BOSTON SCIENTIFIC CORPBSX37,700$2.9M0.28%
51META PLATFORMS INCMETA5,350$2.7M0.26%
52BLACKSTONE INCBX21,000$2.6M0.25%
53ALPHABET INCGOOG14,000$2.6M0.25%
54CYBERARK SOFTWARE LTDM2682V1088,800$2.4M0.23%
55SOUTHWEST AIRLS CO844741BG22,330,000$2.3M0.23%
56MERCADOLIBRE INCMELI1,400$2.3M0.22%
57PROS HOLDINGS INC74346YAG82,211,000$2.1M0.21%
58EXXON MOBIL CORPXOM17,800$2.0M0.20%
59EURONET WORLDWIDE INCEEFT2,040,928$2.0M0.19%
60HILTON WORLDWIDE HLDGS INCHLT8,510$1.9M0.18%
61FRESHPET INCFRPT13,500$1.7M0.17%
62WIX COM LTDWIX1,790,000$1.7M0.16%
63SPOTIFY TECHNOLOGY S ASPOT5,200$1.6M0.16%
64NVIDIA CORPORATIONNVDA12,985$1.6M0.16%
65ISHARES TR46432F84221,670$1.6M0.15%
66TRANSDIGM GROUP INCTDG1,200$1.5M0.15%
67EXPEDIA GROUP INCEXPE1,605,000$1.5M0.14%
68WIX COM LTDWIX9,100$1.4M0.14%
69VENTAS RLTY LTD PARTNERSHIPVTR1,350,000$1.4M0.14%
70AMAZON COM INCAMZN7,179$1.4M0.14%
71APPLE INCAAPL6,568$1.4M0.13%
72COHERENT CORPCOHR19,000$1.4M0.13%
73META PLATFORMS INCMETA2,676$1.3M0.13%
74MICROSOFT CORPMSFT2,939$1.3M0.13%
75BROADCOM INCAVGO800$1.3M0.13%
76BERKSHIRE HATHAWAY INC DELBRK-A2$1.2M0.12%
77BERKSHIRE HATHAWAY INC DELBRK-A2,976$1.2M0.12%
78KBR INCKBR16,300$1.0M0.10%
79ISHARES TR4642871013,654$965,7520.09%
80VANECK ETF TRUST92189F6763,435$895,5050.09%
81JPMORGAN CHASE & CO.VYLD4,307$871,1340.08%
82CHEGG INCCHGG1,067,000$844,3230.08%
83ALPHABET INCGOOG4,595$836,9790.08%
84ALPHABET INCGOOG4,088$749,8210.07%
85SELECT SECTOR SPDR TR81369Y8033,302$747,0110.07%
86FIDELITY COVINGTON TRUST3160928084,354$746,7980.07%
87VANGUARD WORLD FD92204A7021,294$746,1070.07%
88PETIQ INC71639T10632,600$719,1560.07%
89MANCHESTER UTD PLC NEWG5784H10642,500$685,9500.07%
90EXXON MOBIL CORPXOM5,885$677,4810.07%
91PETIQ INC71639TAB2635,000$676,0960.07%
92QUALCOMM INCQCOM3,060$609,4910.06%
93CROWDSTRIKE HLDGS INCCRWD1,499$574,4020.06%
94SPDR SER TR78464A50811,453$558,2190.05%
95ISHARES TR4642874083,059$556,7690.05%
96BROADCOM INCAVGO339$544,2750.05%
97PALO ALTO NETWORKS INCPANW1,466$496,9890.05%
98JOHNSON & JOHNSONJNJ3,327$486,2740.05%
99UNITEDHEALTH GROUP INCUNH787$400,7880.04%
100WALMART INCWMT5,540$375,1130.04%
101ASML HOLDING N VASMLF364$372,2740.04%
102PROCTER AND GAMBLE CO7427181091,935$319,1200.03%
103COSTCO WHSL CORP NEW22160K105340$288,9970.03%
104WELLS FARGO CO NEW9497461014,797$284,8940.03%
105HOME DEPOT INCHD820$282,2770.03%
106TESLA INCTSLA1,340$265,1590.03%
107MERCK & CO INCMRK2,096$259,4850.03%
108ABBVIE INCABBV1,473$252,6490.02%
109CISCO SYS INCCSCO5,260$249,9030.02%
110TAIWAN SEMICONDUCTOR MFG LTD8740391001,418$246,4630.02%
111ABBOTT LABSABLZF2,367$245,9550.02%
112INTUITINTU371$243,8250.02%
113DISNEY WALT CO2546871062,444$242,6650.02%
114ADVANCED MICRO DEVICES INCAMD1,483$240,5570.02%
115ELI LILLY & COLLY259$234,4930.02%
116VERIZON COMMUNICATIONS INCVZ5,508$227,1500.02%
117DANAHER CORPORATION235851102878$219,3680.02%
118PFIZER INCPFE7,705$215,5860.02%
119COMCAST CORP NEWCCZ5,336$208,9580.02%
120INTERNATIONAL BUSINESS MACHSINTR1,202$207,8860.02%
121COCA COLA COKO3,194$203,2980.02%
122PALANTIR TECHNOLOGIES INCPLTR8,022$203,1970.02%
123PEPSICO INCPEP1,210$199,5650.02%
124GOLDMAN SACHS GROUP INCGSCE434$196,3070.02%
125NEXTERA ENERGY INCNEE-PW2,693$190,6910.02%
126VISA INCV723$189,7660.02%
127RTX CORPORATIONRTX1,869$187,6290.02%
128HONEYWELL INTL INC438516106860$183,6440.02%
129THERMO FISHER SCIENTIFIC INCTMO328$181,3840.02%
130ELEVANCE HEALTH INCELV331$179,3560.02%
131MICRON TECHNOLOGY INCMU1,351$177,6970.02%
132AT&T INCT-PC9,103$173,9580.02%
133LOWES COS INC548661107777$171,2970.02%
134MORGAN STANLEYMS-PQ1,677$162,9880.02%
135VANECK ETF TRUST92189F1064,731$160,5230.02%
136MASTERCARD INCORPORATEDMA358$157,9350.02%
137TEXAS INSTRS INC882508104758$147,4540.01%
138WILLIAMS COS INC9694571001,586$67,4050.01%
139ISHARES TR464287457825$67,3610.01%
140TARGA RES CORPTRGP478$61,5570.01%
141ONEOK INC NEWOKE743$60,5920.01%
142CHENIERE ENERGY INCLNG338$59,0930.01%
143FREEPORT-MCMORAN INCFCX1,166$56,6680.01%
144DUPONT DE NEMOURS INCDD684$55,0550.01%
145NORTHROP GRUMMAN CORPNOC126$54,9300.01%
146ECOLAB INCECL228$54,2640.01%
147WASTE MGMT INC DEL94106L109254$54,1880.01%
148REPUBLIC SVCS INC760759100274$53,2490.01%
149LINDE PLCLIN119$52,2180.01%
150GENERAL DYNAMICS CORPGD179$51,9350.01%
151WELLTOWER INCWELL498$51,9170.01%
152KINDER MORGAN INC DELEP-PC2,594$51,5430.01%
153WASTE CONNECTIONS INCWCN291$51,0300.00%
154RTX CORPORATIONRTX501$50,2950.00%
155DOW INCDOW947$50,2380.00%
156ENERGY TRANSFER L PET-PI3,084$50,0220.00%
157CONOCOPHILLIPSCOP437$49,9840.00%
158OCCIDENTAL PETE CORP674599105789$49,7310.00%
159DIGITAL RLTY TR INC253868103326$49,5680.00%
160CATERPILLAR INCCAT148$49,2990.00%
161MPLX LPMPLXP1,145$48,7660.00%
162PHILLIPS 66PSX339$47,8570.00%
163PEMBINA PIPELINE CORPPPLOF1,281$47,4990.00%
164PLAINS GP HLDGS L PPAGP2,513$47,2950.00%
165SHERWIN WILLIAMS COSHW157$46,8540.00%
166STEEL DYNAMICS INCSTLD358$46,3610.00%
167PENTAIR PLCPNR602$46,1550.00%
168EQUINIX INCEQIX61$46,1530.00%
169SOUTHERN COSOMN592$45,9210.00%
170EMERSON ELEC COEMR416$45,8270.00%
171HONEYWELL INTL INC438516106213$45,4840.00%
172EXXON MOBIL CORPXOM393$45,2420.00%
173DUKE ENERGY CORP NEWDUKB447$44,8030.00%
174AMERICAN ELEC PWR CO INC025537101510$44,7470.00%
175CANADIAN PACIFIC KANSAS CITYCP564$44,4040.00%
176AIR PRODS & CHEMS INCAIIR171$44,1270.00%
177UNION PAC CORPUNP192$43,4420.00%
178ENTERPRISE PRODS PARTNERS L2937921071,499$43,4410.00%
179NUCOR CORPNUE274$43,3140.00%
180RELIANCE INCRS151$43,1260.00%
181SEMPRASREA561$42,6700.00%
182CANADIAN NATL RY CO136375102355$41,9360.00%
183NEXTERA ENERGY INCNEE-PW592$41,9200.00%
184EOG RES INCEOG331$41,6630.00%
185LOCKHEED MARTIN CORPLMT88$41,1050.00%
186STAG INDL INC85254J1021,133$40,8560.00%
187ALEXANDRIA REAL ESTATE EQ IN015271109348$40,7060.00%
188ATLANTICA SUSTAINABLE INFR PALDA1,803$39,5760.00%
189FORTIS INCFTRSF1,012$39,3060.00%
190CSX CORPCSX1,162$38,8690.00%
191DEERE & CODE102$38,1100.00%
192ENBRIDGE INCENNPF1,064$37,8680.00%
193AMERICAN WTR WKS CO INC NEW030420103288$37,1980.00%
194PUBLIC STORAGE OPER COPSA-PS128$36,8190.00%
195WEYERHAEUSER CO MTN BEWY1,217$34,5510.00%
196BROOKFIELD INFRAST PARTNERSG162521011,245$34,1630.00%
197PROLOGIS INC.PLDGP303$34,0300.00%
198TC ENERGY CORPTRPRF849$32,1770.00%
199AMERICAN TOWER CORP NEW03027X100162$31,4900.00%
200NORFOLK SOUTHN CORP655844108146$31,3450.00%
201UNITED PARCEL SERVICE INCUPS222$30,3810.00%
202SCHLUMBERGER LTDSLB586$27,6470.00%
203GE VERNOVA INCGEV131$22,4680.00%
204CROWN CASTLE INCCCI227$22,1780.00%