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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 COMBINATION REPORT

ROCKY MOUNTAIN ADVISERS, LLC

Quarter ended Q1 2023 · Filed February 1, 2023 · Accession 0001512779-23-000002

Total Value
$180,275
Positions
303
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (303)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELEVATION SERIES TRUST2103221033,670,755$97,84454.27%
2COHEN & STEERS INFRASTRUCTUR19248A109408,104$9,7905.43%
3JPMORGAN CHASE & COVYLD57,440$7,7034.27%
4SCHWAB STRATEGIC TR 808524102101,512$4,5492.52%
5BERKSHIRE HATHAWAY INC DEL BRK-A8$3,7502.08%
6SCHWAB STRATEGIC TR80852479749,209$3,7172.06%
7VANGUARD INDEX FDS9229083638,430$2,9621.64%
8BERKSHIRE HATHAWAY INC DEL BRK-A8,804$2,7201.51%
9WALMART INCWMT18,606$2,6381.46%
10SRH TOTAL RETURN FUND INCSTEW185,644$2,3581.31%
11NRG ENERGY INCNRG68,967$2,1951.22%
12BROADSTONE NET LEASE INCBNL132,750$2,1521.19%
13VANGUARD GROUP92190884412,994$1,9731.09%
14ISHARES TR4642872004,677$1,7971.00%
15WELLS FARGO CO NEW94974610142,575$1,7580.98%
16SCHWAB STRATEGIC TR80852487029,730$1,5400.85%
17MICROSOFT CORPMSFT6,422$1,5400.85%
18EVERCORE INCEVR11,900$1,2980.72%
19VANGUARD WHITEHALL FDS INC92194640611,879$1,2850.71%
20SPDR SERIES TRUST78464A7639,270$1,1600.64%
21Bank Of Nova Scotia 06414910723,000$1,1270.63%
22COHEN & STEERS REIT & PFD &19247X10055,000$1,1210.62%
23WILLIS TOWERS WATSON PUB LTDWTW4,486$1,0970.61%
24VANGUARD BD INDEX FD INC92193782711,908$8960.50%
25SOUTHERN COSOMN12,525$8940.50%
26VANGUARD SCOTTSDALE FDS92206C40911,407$8580.48%
27APPLE INCAAPL6,230$8100.45%
28DISNEY WALT CO2546871067,876$6840.38%
29PROCTER AND GAMBLE CO7427181094,371$6620.37%
30KIMBERLY CLARK CORPKMB4,490$6100.34%
313M CO MMM4,466$5360.30%
32CHEVRON CORP NEWCVX2,527$4540.25%
33ETF SER SOLUTIONS26922A26317,485$4500.25%
34JOHNSON & JOHNSON JNJ2,535$4480.25%
35COCA COLA COKO6,684$4250.24%
36PAYCHEX INCPAYX3,068$3550.20%
37YUM BRANDS INCYUM2,590$3320.18%
38INVESCO EXCHNG TRADED FD TRIVZ6,175$3300.18%
39PFIZER INCPFE6,418$3290.18%
40KROGER COKR7,260$3240.18%
41TESLA INCTSLA2,625$3230.18%
42ARCHER DANIELS MIDLAND COADM3,464$3220.18%
43SCHWAB STRATEGIC TR 8085243005,690$3160.18%
44TARGET CORP TGT2,000$2980.17%
45INTEL CORPINTC11,237$2970.16%
46GENERAL MLS INC3703341043,250$2730.15%
47SCHWAB STRATEGIC TR8085248625,656$2730.15%
48UNION PAC CORPUNP1,300$2690.15%
49SMUCKER J M CO8326964051,680$2660.15%
50ISHARES TR4642878042,755$2610.14%
51SCHWAB STRATEGIC TR8085248057,868$2530.14%
52MERCK & CO INC MRK2,267$2520.14%
53CINCINNATI FINL CORP1720621012,366$2420.13%
54VANGUARD INDEX FDS9229087691,208$2310.13%
55SCHWAB STRATEGIC TR 8085248395,023$2290.13%
56VICI PPTYS INC9256521096,693$2170.12%
57CISCO SYS INCCSCO4,400$2100.12%
58STAG INDL INC85254J1025,900$1910.11%
59INVESCO QQQ TRIVZ707$1880.10%
60INTERNATIONAL BUSINESS MACHSINTR1,199$1690.09%
61SEMPRA ENERGYSREA1,040$1610.09%
62ALPHABET INCGOOG1,810$1600.09%
63ISHARES TR46434V6133,331$1500.08%
64ISHARES TR4642871681,232$1490.08%
65HOME DEPOT INCHD468$1480.08%
66ISHARES TR46432F8593,097$1440.08%
67EXXON MOBIL CORPXOM1,293$1430.08%
68SPDR SER TR78464A6725,034$1420.08%
69CAPITOL FED FINL INC14057J10116,250$1410.08%
70ISHARES TR464287507582$1410.08%
71EBAY INC.EBAY3,321$1380.08%
72ISHARES TR4642878461,450$1360.08%
73PIMCO ETF TR72201R8171,400$1300.07%
74XCEL ENERGY INCXELLL1,833$1290.07%
75REALTY INCOME CORPO2,000$1270.07%
76VERIZON COMMUNICATIONS INCVZ3,193$1260.07%
77SELECT SECTOR SPDR TR81369Y8031,007$1250.07%
78KELLOGG COBEKE1,745$1240.07%
79AT&T INCT-PC5,991$1100.06%
80NUVEEN PFD & INCOME TERM FDNU5,500$1020.06%
81TANGER FACTORY OUTLET CTRS ISKT5,700$1020.06%
82NVIDIA CORPNVDA692$1010.06%
83COHEN & STEERS LTD DURATION19248C1055,250$1000.06%
84LILLY ELI & COLLY267$980.05%
85META PLATFORMS INCMETA816$980.05%
86TRAVELERS COMPANIES INCTRV515$970.05%
87VANGUARD SCOTTSDALE FDS92206C8701,200$930.05%
88CHURCH & DWIGHT INCCHD1,150$930.05%
89SCHWAB STRATEGIC TR 8085244091,380$910.05%
90LATTICE STRATEGIES TR5184164092,210$860.05%
91SELECT SECTOR SPDR TR81369Y209634$860.05%
92MESA LABS INC59064R109500$830.05%
93CONOCOPHILLIPSCOP698$820.05%
94OMEROS CORPOMER33,505$760.04%
95ISHARES TR464287614356$760.04%
96BOEING COBA-PA400$760.04%
97JACK IN THE BOX INCJACK1,050$720.04%
98ISHARES TR4642874991,049$710.04%
99CITIGROUP INCC-PR1,550$700.04%
100BLACK HILLS CORPBKH1,000$700.04%
101MORGAN STANLEYMS-PQ781$660.04%
102ISHARES TR46432F8421,026$630.03%
103ALPHABET INCGOOG700$620.03%
104BANK AMER CORP0605051041,815$600.03%
105BK OF AMERICA CORP06050568250$580.03%
106TEXTRON INCTXT822$580.03%
107TRINITY INDS INC8965221091,950$580.03%
108EVERGY INCEVRG886$560.03%
109ISHARES TR464287598370$560.03%
110PEPSICO INCPEP300$540.03%
111SPDR SERIES TRUST78464A2921,620$530.03%
112MCDONALDS CORPMCD200$530.03%
113ACTIVISION BLIZZARD INC00507V109694$530.03%
114STELLANTIS N.VSTLA3,587$510.03%
115UBER TECHNOLOGIES INCUBER2,000$490.03%
116COMMERCE BANCSHARES INCCBSH722$490.03%
117STEEL DYNAMICS INCSTLD500$490.03%
118SCHWAB STRATEGIC TR8085248472,475$480.03%
119GILEAD SCIENCES INCGILD550$470.03%
120MERITAGE HOMES CORPMTH500$460.03%
121UNITED STATES STL CORP NEWUNTCW1,800$450.02%
122D R HORTON INC23331A109500$450.02%
123BRISTOL MYERS SQUIBB COCELG-RI575$410.02%
124ISHARES TR464287457500$410.02%
125LOWES COS INC548661107207$410.02%
126ADVANCE AUTO PARTS INCAAP281$410.02%
127STARBUCKS CORPSBUX400$400.02%
128GENERAL ELECTRIC CO369604301478$400.02%
129B & G FOODS INCBGS3,500$390.02%
130INVESCO EXCHNG TRADED FD TRIVZ3,500$390.02%
131ABBOTT LABSABLZF329$360.02%
132INTUITIVE SURGICAL INCISRG135$360.02%
133FORD MTR CO DEL3453708603,000$350.02%
134INTERCONTINENTAL EXCHANGE IN45866F104335$340.02%
135MASTERCARD INCORPORATEDMA98$340.02%
136MONDELEZ INTL INC609207105500$330.02%
137MEDTRONIC PLCMDT400$310.02%
138PHILLIPS 66PSX299$310.02%
139BP PLCBPPFF865$300.02%
140AMERICAN EXPRESS COAXP200$300.02%
141ISHARES TR464287226308$300.02%
142M & T BK CORP55261F104200$290.02%
143HONEYWELL INTL INC438516106124$270.01%
144AUTOZONE INCAZO11$270.01%
145RIVIAN AUTOMOTIVE INCRIVN1,344$250.01%
146FIRST TR NASDAQ ABA CMNTY BK 33736Q104460$240.01%
147SYSCO CORPSYY300$230.01%
148SUN LIFE FINL INCSUNFF500$230.01%
149PIMCO ETF TR72201R775250$230.01%
150ENERGY TRANSFER L PET-PI1,953$230.01%
151ENNIS INCEBF1,000$220.01%
152COLGATE PALMOLIVE COCL280$220.01%
153ORACLE CORPORCL-PD252$210.01%
154VANGUARD STAR FD921909768400$210.01%
155INVESCO EXCHANGE TRADED FD TIVZ450$200.01%
156AMAZON COM INCAMZN240$200.01%
157FASTENAL COFAST400$190.01%
158WISDOMTREE TRWT565$180.01%
159COSTCO WHSL CORP NEW22160K10540$180.01%
160PRINCIPAL FINL GROUP INCPFG211$180.01%
161DUKE ENERGY CORP NEWDUKB175$180.01%
162ISHARES INC46434G103384$180.01%
163ISHARES TR464287242160$170.01%
164ANNALY CAP MGMT INCNLY-PJ827$170.01%
165METLIFE INCMET-PF241$170.01%
166ALLSTATE CORPALL-PJ121$160.01%
167AFLAC INCAFL226$160.01%
168VANGUARD INDEX FDS92290875189$160.01%
169FLAHERTY & CRUMRINE TOTAL REFLC1,000$160.01%
170SPDR INDEX SHS FDS78463X434257$160.01%
171ISHARES TR464288646300$150.01%
172EXELON CORPEXC340$150.01%
173UNILEVER PLCUNLYF304$150.01%
174BALL CORPBALL300$150.01%
175CBRE GROUP INCCBRE200$150.01%
176COPART INCCPRT248$150.01%
177ISHARES GOLD TRUSTIAU400$140.01%
178CLOROX CO DELCLX100$140.01%
179COINBASE GLOBAL INCCOIN400$140.01%
180ANHEUSER BUSCH INBEV SA/NVBUDFF210$130.01%
181FIRSTENERGY CORPFE308$130.01%
182THE TRADE DESK INC88339J105280$130.01%
183ONEOK INC NEWOKE197$130.01%
184ISHARES TR46432F339114$130.01%
185GXO LOGISTICS INCORPORATEDGXO290$120.01%
186WP CAREY INC92936U109150$120.01%
187INVESCO EXCHANGE TRADED FD TIVZ50$120.01%
188ISHARES TR46428765570$120.01%
189BRAEMAR HOTELS & RESORTS INCBHR-PD3,000$120.01%
190VANGUARD INDEX FDS922908553134$110.01%
191DOCUSIGN INCDOCU200$110.01%
192SPDR SERIES TRUST78464A490260$110.01%
193PAYPAL HLDGS INCPYPL156$110.01%
194ASML HOLDING N VASMLF20$110.01%
195LUMEN TECHNOLOGIES INCLUMN1,910$100.01%
196XPO LOGISTICS INCXPO290$100.01%
197CONSTELLATION ENERGY CORPCEG113$100.01%
198RAYTHEON TECHNOLOGIES CORPRTX100$100.01%
199KINDER MORGAN INC DELEP-PC534$100.01%
200UNITED PARCEL SERVICE INCUPS60$100.01%
201UNITEDHEALTH GROUP INCUNH18$100.01%
202RLI CORPRLI66$90.00%
203GEN DIGITAL INCGENVR400$90.00%
204LANDSTAR SYS INCLSTR54$90.00%
205ARCOSA INCACA166$90.00%
206SPIRIT AEROSYSTEMS HLDGS INC848574109300$90.00%
207MICRON TECHNOLOGY INCMU170$90.00%
208DXC TECHNOLOGY CODXC300$80.00%
209BROWN & BROWN INCBRO136$80.00%
210EQUIFAX INCEFX42$80.00%
211BADGER METER INCBMI72$80.00%
212RIO TINTO PLCRTNTF115$80.00%
213CONSOLIDATED EDISON INCED80$80.00%
214ADOBE SYS INCADBE25$80.00%
215W R BERKLEY CORPORATIONWRB-PH109$80.00%
216PINNACLE WEST CAP CORPPNW110$80.00%
217ONE GAS INCOGS100$80.00%
218HOST HOTELS & RESORTS INCHST511$80.00%
219ISHARES TR464288877145$70.00%
220MARKEL CORPMKL5$70.00%
221GRACO INCGGG99$70.00%
222ROSS STORES INCROST58$70.00%
223VISA INCV34$70.00%
224NUVEEN SELECT TAX-FREE INCOMNU510$70.00%
225HENRY JACK & ASSOC INC42628110139$70.00%
226SCHWAB CHARLES CORP NEWSCHW-PJ71$60.00%
227HUBSPOT INCHUBS21$60.00%
228WARNER BROS DISCOVERY INCWBD685$60.00%
229HORMEL FOODS CORPHRL125$60.00%
230CDW CORPCDW34$60.00%
231ORGANON & COOGN204$60.00%
232TRANSDIGM GROUP INCTDG9$60.00%
233ARCH CAP GROUP LTDG0450A10599$60.00%
234ATLASSIAN CORP PLCTEAM43$60.00%
235CONAGRA BRANDS INCCAG164$60.00%
236ACCENTURE PLC IRELANDACN22$60.00%
237EVERSOURCE ENERGYES75$60.00%
238PRIMERICA INCPRI38$50.00%
239SHOPIFY INCSHOP140$50.00%
240RXO INCRXO290$50.00%
241WD-40 COWDFC34$50.00%
242ADAMS DIVERSIFIED EQUITY FD006212104313$50.00%
243AON PLCAON16$50.00%
244AMPHENOL CORP NEW03209510164$50.00%
245LAMB WESTON HLDGS INCLW54$50.00%
246LIBERTY MEDIA CORP DELAWAREFWONB124$50.00%
247CYBERARK SOFTWARE LTDM2682V10840$50.00%
248CHECK POINT SOFTWARE TECH LT M2246510438$50.00%
249BROOKFIELD ASSET MGMT INC 113004105127$40.00%
250PARAMOUNT GLOBAL92556H206248$40.00%
251BROWN FORMAN CORPBF-B55$40.00%
252LABORATORY CORP AMER HLDGS 50540R40917$40.00%
253ANALOG DEVICES INCADI27$40.00%
254FEDEX CORPFDX21$40.00%
255ZSCALER INCZS37$40.00%
256CANADIAN NATL RY CO13637510234$40.00%
257BIO-TECHNE CORPTECH52$40.00%
258TJX COS INC NEW87254010946$40.00%
259ILLINOIS TOOL WKS INC45230810917$40.00%
260EXPEDITORS INTL WASH INC30213010936$40.00%
261SENSATA TECHNOLOGIES HLDG PLST110$40.00%
262FIRST TR EXCHANGE TRADED FD33734X84675$30.00%
263NEWS CORP NEWNWSLL138$30.00%
264INNOVATIVE INDL PPTYS INCINHD30$30.00%
265QUALCOMM INCQCOM25$30.00%
266PROSHARES TR74347G43260$30.00%
267FIRSTCASH HOLDINGS INCFCFS36$30.00%
268DOLLAR TREE INCDLTR22$30.00%
269LIBERTY BROADBAND CORPLBRDP41$30.00%
270DATADOG INCDDOG47$30.00%
271VANGUARD TAX-MANAGED FDS92194385879$30.00%
272COGNEX CORPCGNX60$30.00%
273ADVISORSHARES TR00768Y495750$30.00%
274MOLSON COORS BREWING COTAP-A55$30.00%
275OFFICE PPTYS INCOME TR67623C109200$30.00%
276DOW INCDOW42$20.00%
277GLACIER BANCORP INC NEWGBCI35$20.00%
278ISHARES TR46428828118$20.00%
279CARMAX INCKMX34$20.00%
280SAP SESAPGF15$20.00%
281MARATHON DIGITAL HOLDINGS INMARA625$20.00%
282TOYOTA MOTOR CORPTOYOF17$20.00%
283KYNDRYL HLDGS INCKD166$20.00%
284SIRIUS XM HLDGS INCSIRI425$20.00%
285BEYOND MEAT INCBYND200$20.00%
286VANGUARD INTL EQUITY INDEX F92204285851$20.00%
287AURINIA PHARMACEUTICALS INCAUPH500$20.00%
288BALCHEM CORPBCPC20$20.00%
289AMMO INCPOWWP300$10.00%
290SQUARE INCBSQKZ8$10.00%
291PETROLEO BRASILEIRO SA PETRO71654V408100$10.00%
292WHIRLPOOL CORPWHR-PA5$10.00%
293ERICSSON294821608255$10.00%
294NOVAVAX INCNVAX60$10.00%
295QURATE RETAIL INC74915M100229$00.00%
296SNAP INCSNAP16$00.00%
297VIATRIS INCVTRS14$00.00%
2982SEVENTY BIO INC9013841076$00.00%
299CANOPY GROWTH CORPCGC10$00.00%
300ZIM INTEGRATED SHIPPING SERVZIM15$00.00%
301BLUEBIRD BIO INC09609G10018$00.00%
302SUNDIAL GROWERS INCSNDL40$00.00%
303DIGITAL WORLD ACQUISITION CODJTWW125$00.00%