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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 Q2 2023 · Filed April 19, 2023 · Accession 0001512779-23-000005

Total Value
$187,794
Positions
294
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (294)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELEVATION SERIES TRUST2103221033,789,518$104,42155.60%
2COHEN & STEERS INFRASTRUCTUR19248A109408,133$9,9585.30%
3JPMORGAN CHASE & COVYLD57,440$7,4853.99%
4SCHWAB STRATEGIC TR 808524102101,924$4,8772.60%
5BERKSHIRE HATHAWAY INC DEL BRK-A8$3,7251.98%
6SCHWAB STRATEGIC TR80852479747,115$3,4471.84%
7VANGUARD INDEX FDS9229083638,283$3,1151.66%
8BERKSHIRE HATHAWAY INC DEL BRK-A8,794$2,7151.45%
9WALMART INCWMT18,308$2,7001.44%
10NRG ENERGY INCNRG68,972$2,3651.26%
11SRH TOTAL RETURN FUND INCSTEW186,462$2,2901.22%
12BROADSTONE NET LEASE INCBNL132,750$2,2581.20%
13VANGUARD GROUP92190884413,539$2,0851.11%
14ISHARES TR4642872004,677$1,9231.02%
15MICROSOFT CORPMSFT6,224$1,7940.96%
16SCHWAB STRATEGIC TR80852487029,290$1,5700.84%
17WELLS FARGO CO NEW94974610141,675$1,5580.83%
18EVERCORE INCEVR11,900$1,3730.73%
19VANGUARD WHITEHALL FDS INC92194640612,542$1,3230.70%
20Bank Of Nova Scotia 06414910723,000$1,1580.62%
21SPDR SERIES TRUST78464A7639,270$1,1470.61%
22COHEN & STEERS REIT & PFD &19247X10055,000$1,0730.57%
23WILLIS TOWERS WATSON PUB LTDWTW4,486$1,0420.55%
24APPLE INCAAPL6,231$1,0280.55%
25VANGUARD BD INDEX FD INC92193782711,908$9110.49%
26SOUTHERN COSOMN12,525$8710.46%
27DISNEY WALT CO2546871067,876$7890.42%
28PROCTER AND GAMBLE CO7427181094,175$6210.33%
29KIMBERLY CLARK CORPKMB4,390$5890.31%
30VANGUARD SCOTTSDALE FDS92206C4097,466$5690.30%
31TESLA INCTSLA2,625$5450.29%
32ETF SER SOLUTIONS26922A26317,885$4920.26%
333M CO MMM4,473$4700.25%
34INTEL CORPINTC12,837$4190.22%
35COCA COLA COKO6,684$4150.22%
36CHEVRON CORP NEWCVX2,527$4120.22%
37JOHNSON & JOHNSON JNJ2,535$3930.21%
38SCHWAB STRATEGIC TR 8085243005,690$3710.20%
39KROGER COKR7,260$3580.19%
40PAYCHEX INCPAYX3,068$3520.19%
41YUM BRANDS INCYUM2,590$3420.18%
42TARGET CORP TGT2,000$3310.18%
43INVESCO EXCHNG TRADED FD TRIVZ6,175$3240.17%
44GENERAL MLS INC3703341043,250$2780.15%
45SCHWAB STRATEGIC TR8085248625,656$2760.15%
46SCHWAB STRATEGIC TR8085248057,868$2740.15%
47CINCINNATI FINL CORP1720621012,366$2650.14%
48SMUCKER J M CO8326964051,680$2640.14%
49PFIZER INCPFE6,418$2620.14%
50UNION PAC CORPUNP1,300$2620.14%
51ARCHER DANIELS MIDLAND COADM3,294$2620.14%
52MERCK & CO INC MRK2,267$2410.13%
53ALPHABET INCGOOG2,260$2340.12%
54INVESCO QQQ TRIVZ720$2310.12%
55ISHARES TR4642878042,266$2190.12%
56VICI PPTYS INC9256521096,693$2180.12%
57SCHWAB STRATEGIC TR 8085248394,553$2140.11%
58STAG INDL INC85254J1025,900$2000.11%
59NVIDIA CORPNVDA692$1920.10%
60CISCO SYS INCCSCO3,400$1780.09%
61VANGUARD INDEX FDS922908769848$1730.09%
62META PLATFORMS INCMETA816$1730.09%
63SEMPRA ENERGYSREA1,040$1570.08%
64INTERNATIONAL BUSINESS MACHSINTR1,199$1570.08%
65OMEROS CORPOMER33,505$1560.08%
66SELECT SECTOR SPDR TR81369Y8031,007$1520.08%
67EBAY INC.EBAY3,322$1470.08%
68ISHARES TR464287507582$1460.08%
69ISHARES TR4642878461,450$1450.08%
70ISHARES TR4642871681,232$1440.08%
71EXXON MOBIL CORPXOM1,293$1420.08%
72VERIZON COMMUNICATIONS INCVZ3,663$1420.08%
73HOME DEPOT INCHD469$1380.07%
74PIMCO ETF TR72201R8171,400$1350.07%
75REALTY INCOME CORPO2,000$1270.07%
76XCEL ENERGY INCXELLL1,833$1240.07%
77VANGUARD INDEX FDS922908595550$1190.06%
78KELLOGG COBEKE1,745$1170.06%
79AT&T INCT-PC6,006$1160.06%
80TANGER FACTORY OUTLET CTRS ISKT5,700$1120.06%
81CAPITOL FED FINL INC14057J10116,250$1090.06%
82CHURCH & DWIGHT INCCHD1,150$1020.05%
83NUVEEN PFD & INCOME TERM FDNU5,500$970.05%
84VANGUARD SCOTTSDALE FDS92206C8701,200$960.05%
85COHEN & STEERS LTD DURATION19248C1055,250$940.05%
86JACK IN THE BOX INCJACK1,050$920.05%
87LILLY ELI & COLLY267$920.05%
88SCHWAB STRATEGIC TR 8085244091,380$910.05%
89TRAVELERS COMPANIES INCTRV515$880.05%
90MESA LABS INC59064R109500$870.05%
91ISHARES TR464287614356$870.05%
92BOEING COBA-PA400$850.05%
93SELECT SECTOR SPDR TR81369Y209634$820.04%
94ALPHABET INCGOOG700$730.04%
95CITIGROUP INCC-PR1,550$730.04%
96ISHARES TR46432F8421,026$690.04%
97CONOCOPHILLIPSCOP698$690.04%
98MORGAN STANLEYMS-PQ786$690.04%
99STELLANTIS N.VSTLA3,587$650.03%
100UBER TECHNOLOGIES INCUBER2,000$630.03%
101BLACK HILLS CORPBKH1,000$630.03%
102ACTIVISION BLIZZARD INC00507V109688$590.03%
103TEXTRON INCTXT822$580.03%
104BK OF AMERICA CORP06050568250$580.03%
105MERITAGE HOMES CORPMTH500$580.03%
106STEEL DYNAMICS INCSTLD500$570.03%
107ISHARES TR464287598370$560.03%
108MCDONALDS CORPMCD200$560.03%
109SPDR SERIES TRUST78464A2921,620$550.03%
110PEPSICO INCPEP300$550.03%
111B & G FOODS INCBGS3,500$540.03%
112EVERGY INCEVRG886$540.03%
113BANK AMER CORP0605051041,815$520.03%
114D R HORTON INC23331A109500$490.03%
115SCHWAB STRATEGIC TR8085248472,485$480.03%
116TRINITY INDS INC8965221091,950$480.03%
117STANLEY BLACK & DECKER INCSWK600$480.03%
118UNITED STATES STL CORP NEWUNTCW1,800$470.03%
119GILEAD SCIENCES INCGILD550$460.02%
120GENERAL ELECTRIC CO369604301478$460.02%
121COMMERCE BANCSHARES INCCBSH722$420.02%
122STARBUCKS CORPSBUX400$420.02%
123ISHARES TR464287457500$410.02%
124LOWES COS INC548661107207$410.02%
125BRISTOL MYERS SQUIBB COCELG-RI575$400.02%
126INVESCO EXCHNG TRADED FD TRIVZ3,500$400.02%
127FORD MTR CO DEL3453708603,000$380.02%
128MASTERCARD INCORPORATEDMA98$360.02%
129MONDELEZ INTL INC609207105500$350.02%
130INTERCONTINENTAL EXCHANGE IN45866F104335$350.02%
131ADVANCE AUTO PARTS INCAAP281$340.02%
132COINBASE GLOBAL INCCOIN500$340.02%
133INTUITIVE SURGICAL INCISRG135$340.02%
134ABBOTT LABSABLZF329$330.02%
135BP PLCBPPFF865$330.02%
136AMERICAN EXPRESS COAXP200$330.02%
137MEDTRONIC PLCMDT400$320.02%
138ISHARES TR464287226308$310.02%
139FULL HSE RESORTS INC3596781094,100$300.02%
140SCHWAB CHARLES CORP NEWSCHW-PJ571$300.02%
141PHILLIPS 66PSX299$300.02%
142AUTOZONE INCAZO11$270.01%
143AMAZON COM INCAMZN240$250.01%
144M & T BK CORP55261F104200$240.01%
145HONEYWELL INTL INC438516106124$240.01%
146ENERGY TRANSFER L PET-PI1,953$240.01%
147RIVIAN AUTOMOTIVE INCRIVN1,544$240.01%
148SYSCO CORPSYY300$230.01%
149ORACLE CORPORCL-PD252$230.01%
150PAYPAL HLDGS INCPYPL306$230.01%
151SUN LIFE FINL INCSUNFF500$230.01%
152PIMCO ETF TR72201R775250$230.01%
153FASTENAL COFAST400$220.01%
154COLGATE PALMOLIVE COCL280$210.01%
155ENNIS INCEBF1,000$210.01%
156INVESCO EXCHANGE TRADED FD TIVZ450$210.01%
157COSTCO WHSL CORP NEW22160K10540$200.01%
158FIRST TR NASDAQ ABA CMNTY BK 33736Q104460$200.01%
159ISHARES INC46434G103384$190.01%
160COPART INCCPRT248$190.01%
161ISHARES TR464287242160$180.01%
162WISDOMTREE TRWT565$180.01%
163BALL CORPBALL300$170.01%
164DUKE ENERGY CORP NEWDUKB175$170.01%
165VANGUARD INDEX FDS92290875189$170.01%
166THE TRADE DESK INC88339J105280$170.01%
167PRINCIPAL FINL GROUP INCPFG211$160.01%
168CLOROX CO DELCLX100$160.01%
169UNILEVER PLCUNLYF304$160.01%
170ANNALY CAP MGMT INCNLY-PJ827$160.01%
171FLAHERTY & CRUMRINE TOTAL REFLC1,000$150.01%
172ISHARES TR464288646300$150.01%
173CBRE GROUP INCCBRE200$150.01%
174GXO LOGISTICS INCORPORATEDGXO290$150.01%
175AFLAC INCAFL226$150.01%
176ISHARES GOLD TRUSTIAU400$150.01%
177ISHARES TR46432F339114$140.01%
178INVESCO EXCHANGE TRADED FD TIVZ50$140.01%
179EXELON CORPEXC340$140.01%
180METLIFE INCMET-PF241$140.01%
181ASML HOLDING N VASMLF20$140.01%
182ANHEUSER BUSCH INBEV SA/NVBUDFF210$140.01%
183ALLSTATE CORPALL-PJ121$130.01%
184ONEOK INC NEWOKE197$130.01%
185GE HEALTHCARE TECHNOLOGIESGEHC158$130.01%
186UNITED PARCEL SERVICE INCUPS60$120.01%
187BRAEMAR HOTELS & RESORTS INCBHR-PD3,000$120.01%
188FIRSTENERGY CORPFE308$120.01%
189ISHARES TR46428765570$120.01%
190DOCUSIGN INCDOCU200$120.01%
191SPDR SERIES TRUST78464A490260$110.01%
192VANGUARD INDEX FDS922908553134$110.01%
193MICRON TECHNOLOGY INCMU170$100.01%
194SPIRIT AEROSYSTEMS HLDGS INC848574109300$100.01%
195RAYTHEON TECHNOLOGIES CORPRTX100$100.01%
196WARNER BROS DISCOVERY INCWBD685$100.01%
197LANDSTAR SYS INCLSTR54$100.01%
198ARCOSA INCACA166$100.01%
199ADOBE SYS INCADBE25$100.01%
200ISHARES TR464287499144$100.01%
201BADGER METER INCBMI72$90.00%
202KINDER MORGAN INC DELEP-PC534$90.00%
203CONSTELLATION ENERGY CORPCEG113$90.00%
204FEDEX CORPFDX40$90.00%
205XPO LOGISTICS INCXPO290$90.00%
206PINNACLE WEST CAP CORPPNW110$90.00%
207EQUIFAX INCEFX42$90.00%
208HUBSPOT INCHUBS21$90.00%
209UNITEDHEALTH GROUP INCUNH18$90.00%
210RLI CORPRLI66$90.00%
211DXC TECHNOLOGY CODXC300$80.00%
212BROWN & BROWN INCBRO136$80.00%
213ONE GAS INCOGS100$80.00%
214CONSOLIDATED EDISON INCED80$80.00%
215HOST HOTELS & RESORTS INCHST511$80.00%
216GRACO INCGGG99$70.00%
217SHOPIFY INCSHOP140$70.00%
218W R BERKLEY CORPORATIONWRB-PH109$70.00%
219TRANSDIGM GROUP INCTDG9$70.00%
220ATLASSIAN CORP PLCTEAM43$70.00%
221NUVEEN SELECT TAX-FREE INCOMNU510$70.00%
222GEN DIGITAL INCGENVR400$70.00%
223VANGUARD STAR FD921909768128$70.00%
224ARCH CAP GROUP LTDG0450A10599$70.00%
225PRIMERICA INCPRI38$70.00%
226CDW CORPCDW34$70.00%
227SENSATA TECHNOLOGIES HLDG PLST110$60.00%
228VISA INCV28$60.00%
229CONAGRA BRANDS INCCAG164$60.00%
230LAMB WESTON HLDGS INCLW54$60.00%
231WD-40 COWDFC34$60.00%
232ACCENTURE PLC IRELANDACN22$60.00%
233RXO INCRXO290$60.00%
234ROSS STORES INCROST58$60.00%
235EVERSOURCE ENERGYES75$60.00%
236CYBERARK SOFTWARE LTDM2682V10840$60.00%
237HENRY JACK & ASSOC INC42628110139$60.00%
238MARKEL CORPMKL5$60.00%
239PARAMOUNT GLOBAL92556H206248$60.00%
240CHECK POINT SOFTWARE TECH LT M2246510438$50.00%
241ORGANON & COOGN204$50.00%
242AURINIA PHARMACEUTICALS INCAUPH500$50.00%
243AMPHENOL CORP NEW03209510164$50.00%
244AON PLCAON16$50.00%
245ADAMS DIVERSIFIED EQUITY FD006212104313$50.00%
246ANALOG DEVICES INCADI27$50.00%
247HORMEL FOODS CORPHRL125$50.00%
248LUMEN TECHNOLOGIES INCLUMN1,910$50.00%
249TJX COS INC NEW87254010946$40.00%
250ZSCALER INCZS37$40.00%
251LABORATORY CORP AMER HLDGS 50540R40917$40.00%
252BROWN FORMAN CORPBF-B55$40.00%
253ILLINOIS TOOL WKS INC45230810917$40.00%
254VANGUARD TAX-MANAGED FDS92194385879$40.00%
255BROOKFIELD CORP11271J107127$40.00%
256CANADIAN NATL RY CO13637510234$40.00%
257BIO-TECHNE CORPTECH52$40.00%
258EXPEDITORS INTL WASH INC30213010936$40.00%
259NIKOLA CORPNODK3,000$40.00%
260LIBERTY BROADBAND CORPLBRDP41$30.00%
261DOLLAR TREE INCDLTR22$30.00%
262BEYOND MEAT INCBYND200$30.00%
263BALCHEM CORPBCPC20$30.00%
264DATADOG INCDDOG47$30.00%
265HIGHPEAK ENERGY INCHPK150$30.00%
266FIRSTCASH HOLDINGS INCFCFS36$30.00%
267FIRST TR EXCHANGE TRADED FD33734X84675$30.00%
268QUALCOMM INCQCOM25$30.00%
269COGNEX CORPCGNX60$30.00%
270LIBERTY MEDIA CORP DELAWAREFWONB124$30.00%
271NEWS CORP NEWNWSLL138$20.00%
272TOYOTA MOTOR CORPTOYOF17$20.00%
273INNOVATIVE INDL PPTYS INCINHD30$20.00%
274SIRIUS XM HLDGS INCSIRI425$20.00%
275VANGUARD INTL EQUITY INDEX F92204285851$20.00%
276CARMAX INCKMX34$20.00%
277ADVISORSHARES TR00768Y495750$20.00%
278ISHARES TR46428828118$20.00%
279DOW INCDOW42$20.00%
280SAP SESAPGF15$20.00%
281KYNDRYL HLDGS INCKD166$20.00%
282BROOKFIELD ASSET MGMT INC 11300410531$10.00%
283ERICSSON294821608255$10.00%
284GLACIER BANCORP INC NEWGBCI35$10.00%
285PETROLEO BRASILEIRO SA PETRO71654V408100$10.00%
286SQUARE INCBSQKZ8$10.00%
287AMMO INCPOWWP300$10.00%
288VIATRIS INCVTRS14$00.00%
289CANOPY GROWTH CORPCGC10$00.00%
2902SEVENTY BIO INC9013841076$00.00%
291QURATE RETAIL INC74915M100229$00.00%
292NOVAVAX INCNVAX60$00.00%
293SUNDIAL GROWERS INCSNDL40$00.00%
294BLUEBIRD BIO INC09609G10018$00.00%