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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 2024 · Filed April 26, 2024 · Accession 0001512779-24-000005

Total Value
$315.5M
Positions
307
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (307)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELEVATION SERIES TRUST2103221033,926,088$137.4M43.56%
2ELEVATION SERIES TRUST210322301877,033$51.4M16.29%
3SCHWAB STRATEGIC TR808524797329,045$26.5M8.41%
4JPMORGAN CHASE & COVYLD57,240$11.5M3.63%
5COHEN & STEERS INFRASTRUCTUR19248A109408,279$9.6M3.05%
6SCHWAB STRATEGIC TR808524102124,306$7.6M2.41%
7LIBERTY MEDIA CORP DELFWONB245,524$7.3M2.31%
8BERKSHIRE HATHAWAY INC DELBRK-A8$5.1M1.61%
9VANGUARD INDEX FDS9229083638,978$4.3M1.37%
10BERKSHIRE HATHAWAY INC DELBRK-A8,482$3.6M1.13%
11WALMART INCWMT54,912$3.3M1.05%
12SRH TOTAL RETURN FUND INCSTEW189,795$2.9M0.91%
13MICROSOFT CORPMSFT6,375$2.7M0.85%
14VANGUARD GROUP92190884413,491$2.5M0.78%
15ISHARES TR4642872004,677$2.5M0.78%
16EVERCORE INCEVR11,900$2.3M0.73%
17VANGUARD WHITEHALL FDS INC92194640615,617$1.9M0.60%
18SCHWAB STRATEGIC TR80852487025,964$1.4M0.43%
19WILLIS TOWERS WATSON PUB LTDWTW4,486$1.2M0.39%
20DISNEY WALT CO2546871069,953$1.2M0.39%
21SPDR SERIES TRUST78464A7639,185$1.2M0.38%
22Bank Of Nova Scotia06414910723,000$1.2M0.38%
23APPLE INCAAPL6,759$1.2M0.37%
24COHEN & STEERS REIT & PFD &19247X10055,000$1.2M0.37%
25NRG ENERGY INCNRG13,912$941,7090.30%
26SOUTHERN COSOMN12,525$898,5440.28%
27VANGUARD BD INDEX FD INC92193782711,501$881,7820.28%
28ETF SER SOLUTIONS26922A26321,285$807,1830.26%
29PROCTER AND GAMBLE CO7427181094,161$675,1720.21%
30INTEL CORPINTC13,952$616,2550.20%
31VANGUARD SCOTTSDALE FDS92206C4097,583$586,2420.19%
32KIMBERLY CLARK CORPKMB4,350$562,6730.18%
33NVIDIA CORPNVDA587$530,3900.17%
343M COMMM4,860$515,4690.16%
35COCA COLA COKO8,302$507,9300.16%
36SCHWAB STRATEGIC TR8085243005,290$490,4890.16%
37TESLA INCTSLA2,725$479,0280.15%
38JOHNSON & JOHNSONJNJ2,745$434,2320.14%
39KROGER COKR7,175$409,9080.13%
40CHEVRON CORP NEWCVX2,549$402,0790.13%
41PAYCHEX INCPAYX3,168$389,0300.12%
42ALPHABET INCGOOG2,410$363,7410.12%
43YUM BRANDS INCYUM2,590$359,1040.11%
44TARGET CORPTGT2,000$354,4200.11%
45INVESCO EXCHNG TRADED FD TRIVZ6,175$348,2700.11%
46UNION PAC CORPUNP1,300$319,7090.10%
47SCHWAB STRATEGIC TR8085248057,933$309,5260.10%
48MERCK & CO INCMRK2,267$299,1310.09%
49CINCINNATI FINL CORP1720621012,366$293,7860.09%
50META PLATFORMS INCMETA569$276,2950.09%
51PAYPAL HLDGS INCPYPL3,912$262,0650.08%
52ISHARES TR4642878042,129$235,2970.07%
53STAG INDL INC85254J1025,900$226,7960.07%
54HOME DEPOT INCHD581$222,8610.07%
55GENERAL MLS INC3703341043,150$220,4060.07%
56VANGUARD INDEX FDS922908769848$220,3950.07%
57INTERNATIONAL BUSINESS MACHSINTR1,100$210,0560.07%
58SELECT SECTOR SPDR TR81369Y8031,007$209,7280.07%
59SCHWAB STRATEGIC TR8085248394,553$209,4380.07%
60LILLY ELI & COLLY267$207,7150.07%
61SCHWAB CHARLES CORP NEWSCHW-PJ2,855$206,5310.07%
62VICI PPTYS INC9256521096,693$199,3840.06%
63SCHWAB STRATEGIC TR8085248624,031$194,3350.06%
64ISHARES TR4642878461,450$185,7310.06%
65UBER TECHNOLOGIES INCUBER2,293$176,5380.06%
66EBAY INC.EBAY3,326$175,5290.06%
67TANGER FACTORY OUTLET CTRS ISKT5,700$168,3210.05%
68REALTY INCOME CORPO3,100$167,7100.05%
69VERIZON COMMUNICATIONS INCVZ3,963$166,2870.05%
70STANLEY BLACK & DECKER INCSWK1,690$165,5020.05%
71ISHARES TR4642871681,232$151,7580.05%
72EXXON MOBIL CORPXOM1,293$150,2980.05%
73ISHARES TR4642875072,410$146,3830.05%
74PFIZER INCPFE5,222$144,9110.05%
75VANGUARD INDEX FDS922908595550$143,3960.05%
76PIMCO ETF TR72201R8171,400$134,4700.04%
77COINBASE GLOBAL INCCOIN500$132,5600.04%
78INVESCO QQQ TRIVZ295$130,9830.04%
79CISCO SYS INCCSCO2,487$124,1260.04%
80AMAZON COM INCAMZN668$120,4940.04%
81ISHARES TR464287614356$119,9900.04%
82TRAVELERS COMPANIES INCTRV515$118,5220.04%
83GREEN BRICK PARTNERS INCGRBK-PA1,910$115,0390.04%
84SEMPRA ENERGYSREA1,600$114,9280.04%
85EA SERIES TRUST02072L1022,400$107,8560.03%
86ALPHABET INCGOOG700$106,5820.03%
87SCHWAB STRATEGIC TR8085244091,380$104,8520.03%
88VANGUARD SCOTTSDALE FDS92206C8701,271$102,3280.03%
89BANK AMER CORP0605051042,681$101,6640.03%
90GETTY RLTY CORP NEW3742971093,665$100,2260.03%
91CITIGROUP INCC-PR1,550$98,0220.03%
92GAMING & LEISURE PPTYS INC36467J1082,094$96,4800.03%
93KELLANOVABEKE1,650$94,5290.03%
94FORWARD AIR CORPFWRD3,000$93,3300.03%
95AMERICAN ELEC PWR CO INC0255371011,039$89,4580.03%
96AT&T INCT-PC5,082$89,4420.03%
97CAPITOL FED FINL INC14057J10115,000$89,4000.03%
98CONOCOPHILLIPSCOP698$88,8410.03%
99MERITAGE HOMES CORPMTH500$87,7300.03%
100D R HORTON INC23331A109500$82,2750.03%
101WELLS FARGO CO NEW9497461011,400$81,1440.03%
102ARCHER DANIELS MIDLAND COADM1,277$80,2080.03%
103TEXTRON INCTXT822$78,8540.02%
104GRANITESHARES ETF TR38747R8433,000$78,8400.02%
105BOEING COBA-PA400$77,1960.02%
106GENERAL ELECTRIC CO369604301437$76,7070.02%
107ISHARES TR46432F8421,026$76,1500.02%
108STEEL DYNAMICS INCSTLD500$74,1150.02%
109MORGAN STANLEYMS-PQ779$73,3700.02%
110JACK IN THE BOX INCJACK1,050$71,9040.02%
111EQUITY BANCSHARES INCEQBK2,050$70,4640.02%
112INTERCONTINENTAL EXCHANGE IN45866F104500$68,7150.02%
113ISHARES TR464287598370$66,2710.02%
114SMUCKER J M CO832696405500$62,9350.02%
115VANGUARD INDEX FDS922908629245$61,2160.02%
116BK OF AMERICA CORP06050568250$59,6870.02%
117SPDR SERIES TRUST78464A2921,620$56,4890.02%
118MCDONALDS CORPMCD200$56,3900.02%
119PHILLIPS 66PSX338$55,2090.02%
120MESA LABS INC59064R109500$54,8650.02%
121VANGUARD INDEX FDS922908751240$54,8620.02%
122BLACK HILLS CORPBKH1,000$54,6000.02%
123TRINITY INDS INC8965221091,950$54,3080.02%
124INTUITIVE SURGICAL INCISRG135$53,8770.02%
125LOWES COS INC548661107207$52,7290.02%
126PEPSICO INCPEP300$52,5030.02%
127SCHWAB STRATEGIC TR8085248472,538$51,5230.02%
128EVERGY INCEVRG886$47,2950.01%
129MASTERCARD INCORPORATEDMA98$47,1940.01%
130STELLANTIS N.VSTLA1,662$47,0350.01%
131ISHARES TR464287648169$45,7650.01%
132AMERICAN EXPRESS COAXP200$45,5380.01%
133INVESCO EXCHANGE TRADED FD TIVZ1,211$42,6150.01%
134INVESCO EXCHNG TRADED FD TRIVZ3,500$41,5800.01%
135ISHARES TR464287457500$40,8900.01%
136ASML HOLDING N VASMLF42$40,7600.01%
137GILEAD SCIENCES INCGILD550$40,2880.01%
138FORD MTR CO DEL3453708603,000$39,8400.01%
139ABBOTT LABSABLZF329$37,3940.01%
140STARBUCKS CORPSBUX400$36,5560.01%
141XPO LOGISTICS INCXPO290$35,3890.01%
142MONDELEZ INTL INC609207105500$35,0000.01%
143MEDTRONIC PLCMDT400$34,8600.01%
144AUTOZONE INCAZO11$34,6680.01%
145BP PLCBPPFF865$32,5930.01%
146ORACLE CORPORCL-PD252$31,6540.01%
147FASTENAL COFAST400$30,8560.01%
148ENERGY TRANSFER L PET-PI1,953$30,7210.01%
149ISHARES TR464287226308$30,1660.01%
150COSTCO WHSL CORP NEW22160K10540$29,3050.01%
151M & T BK CORP55261F104200$29,0880.01%
152COPART INCCPRT496$28,7280.01%
153SUN LIFE FINL INCSUNFF500$27,2900.01%
154INVESCO EXCHANGE TRADED FD TIVZ450$27,1890.01%
155PACER FDS TR69374H881445$25,8590.01%
156HONEYWELL INTL INC438516106124$25,4510.01%
157WALGREENS BOOTS ALLIANCE INC9314271081,150$24,9440.01%
158WISDOMTREE TRWT565$24,6110.01%
159THE TRADE DESK INC88339J105280$24,4780.01%
160SYSCO CORPSYY300$24,3540.01%
161EXPEDITORS INTL WASH INC302130109200$24,3140.01%
162CBRE GROUP INCCBRE250$24,3100.01%
163FULL HSE RESORTS INC3596781094,100$22,8370.01%
164ADVANCE AUTO PARTS INCAAP265$22,5490.01%
165FIRST TR NASDAQ ABA CMNTY BK33736Q104460$21,4080.01%
166CONSTELLATION ENERGY CORPCEG113$20,8880.01%
167TOLL BROTHERS INCTOL160$20,6990.01%
168ENNIS INCEBF1,000$20,5100.01%
169BALL CORPBALL300$20,2080.01%
170MICRON TECHNOLOGY INCMU170$20,0410.01%
171ISHARES INC46434G103384$19,8140.01%
172AFLAC INCAFL226$19,4040.01%
173RIVIAN AUTOMOTIVE INCRIVN1,744$19,0970.01%
174ISHARES TR46432F339114$18,7360.01%
175KB HOMEKBH260$18,4290.01%
176PRINCIPAL FINL GROUP INCPFG211$18,2110.01%
177METLIFE INCMET-PF241$17,8610.01%
178SPROUTS FMRS MKT INC85208M102275$17,7320.01%
179ALLSTATE CORPALL-PJ101$17,4740.01%
180ISHARES TR464287242160$17,4270.01%
181DUKE ENERGY CORP NEWDUKB175$16,9240.01%
182ISHARES GOLD TRUSTIAU400$16,8040.01%
183ASBURY AUTOMOTIVE GROUP INCABG71$16,7400.01%
184ARM HOLDINGS PLC042068205131$16,3740.01%
185ANNALY CAP MGMT INCNLY-PJ827$16,2840.01%
186ISHARES TR46435U853437$15,9900.01%
187ONEOK INC NEWOKE197$15,7930.01%
188ANHEUSER BUSCH INBEV SA/NVBUDFF259$15,7420.00%
189GROUP 1 AUTOMOTIVE INCGPI53$15,4880.00%
190FLAHERTY & CRUMRINE TOTAL REFLC1,000$15,4600.00%
191ISHARES TR464288646300$15,3840.00%
192TAIWAN SEMICONDUCTOR MFG LTD874039100113$15,3740.00%
193CLOROX CO DELCLX100$15,3110.00%
194ISHARES TR46428765570$14,7210.00%
195COCA COLA CONS INCCOKE17$14,3890.00%
196ARCOSA INCACA166$14,2530.00%
197UNITEDHEALTH GROUP INCUNH28$13,8520.00%
198UNILEVER PLCUNLYF267$13,4010.00%
199GE HEALTHCARE TECHNOLOGIESGEHC145$13,1820.00%
200HUBSPOT INCHUBS21$13,1580.00%
201EXELON CORPEXC340$12,7740.00%
202ADOBE SYS INCADBE25$12,6150.00%
203SELECT SECTOR SPDR TR81369Y704100$12,5960.00%
204ISHARES TR464287499144$12,1090.00%
205DOCUSIGN INCDOCU200$11,9100.00%
206BROWN & BROWN INCBRO136$11,9050.00%
207FIRSTENERGY CORPFE308$11,8950.00%
208BADGER METER INCBMI72$11,6500.00%
209FEDEX CORPFDX40$11,6470.00%
210VANGUARD INDEX FDS922908553134$11,5880.00%
211B & G FOODS INCBGS1,000$11,4400.00%
212EQUIFAX INCEFX42$11,2360.00%
213TRANSDIGM GROUP INCTDG9$11,0840.00%
214SPIRIT AEROSYSTEMS HLDGS INC848574109300$10,8210.00%
215SHOPIFY INCSHOP140$10,8040.00%
216CYBERARK SOFTWARE LTDM2682V10840$10,6250.00%
217HOST HOTELS & RESORTS INCHST511$10,5670.00%
218SPDR SER TR78468R606450$10,5570.00%
219LANDSTAR SYS INCLSTR54$10,4090.00%
220SPDR SERIES TRUST78464A490260$10,3950.00%
221RLI CORPRLI66$9,7990.00%
222KINDER MORGAN INC DELEP-PC534$9,7940.00%
223RAYTHEON TECHNOLOGIES CORPRTX100$9,7530.00%
224W R BERKLEY CORPORATIONWRB-PH109$9,6400.00%
225PRIMERICA INCPRI38$9,6120.00%
226GRACO INCGGG99$9,2530.00%
227ARCH CAP GROUP LTDG0450A10599$9,1520.00%
228CDW CORPCDW34$8,6970.00%
229WD-40 COWDFC34$8,6130.00%
230ROSS STORES INCROST58$8,5120.00%
231INTER PARFUMS INCINTR60$8,4310.00%
232ATLASSIAN CORP PLCTEAM43$8,3900.00%
233PINNACLE WEST CAP CORPPNW110$8,2200.00%
234OLLIES BARGAIN OUTLET HLDGS681116109100$7,9570.00%
235VISA INCV28$7,8140.00%
236VANGUARD STAR FD921909768128$7,7180.00%
237ACCENTURE PLC IRELANDACN22$7,6250.00%
238MARKEL CORPMKL5$7,6070.00%
239ILLINOIS TOOL WKS INC45230810928$7,5130.00%
240DBX ETF TR233051432207$7,3920.00%
241AMPHENOL CORP NEW03209510164$7,3820.00%
242NUVEEN SELECT TAX-FREE INCOMNU510$7,3640.00%
243ZSCALER INCZS37$7,1270.00%
244GLOBAL X FDS37954Y657347$6,9960.00%
245OMEROS CORPOMER1,970$6,7970.00%
246HENRY JACK & ASSOC INC42628110139$6,7750.00%
247BANK NEW YORK MELLON CORP064058100117$6,7420.00%
248CHECK POINT SOFTWARE TECH LTM2246510438$6,2320.00%
249ADAMS DIVERSIFIED EQUITY FD006212104313$6,1100.00%
250AMGEN INCAMGN21$5,9710.00%
251DATADOG INCDDOG47$5,8090.00%
252LAMB WESTON HLDGS INCLW54$5,7530.00%
253ISHARES TR46428858861$5,6380.00%
254WATSCO INCWSO-B13$5,6160.00%
255NOVAVAX INCNVAX1,132$5,4110.00%
256ANALOG DEVICES INCADI27$5,3400.00%
257AON PLCAON16$5,3400.00%
258BROOKFIELD CORP11271J107127$5,3170.00%
259CONAGRA BRANDS INCCAG164$4,8610.00%
260PNC FINL SVCS GROUP INC69347510529$4,6860.00%
261TJX COS INC NEW87254010946$4,6650.00%
262FIRSTCASH HOLDINGS INCFCFS36$4,5910.00%
263EVERSOURCE ENERGYES75$4,4830.00%
264CANADIAN NATL RY CO13637510234$4,4780.00%
265COMCAST CORP NEWCCZ100$4,3350.00%
266FIRST TR EXCHANGE TRADED FD33734X84675$4,2290.00%
267BORR DRILLING LTDBORR617$4,2260.00%
268BRISTOL MYERS SQUIBB COCELG-RI75$4,0670.00%
269SENSATA TECHNOLOGIES HLDG PLST110$4,0410.00%
270VANGUARD TAX-MANAGED FDS92194385879$3,9630.00%
271WARNER BROS DISCOVERY INCWBD444$3,8760.00%
272ENERGY FUELS INCUUUU615$3,8680.00%
273ORGANON & COOGN204$3,8350.00%
274LABORATORY CORP AMER HLDGS50540R40917$3,7140.00%
275BIO-TECHNE CORPTECH52$3,6600.00%
276LOCKHEED MARTIN CORPLMT8$3,6390.00%
277AIR PRODS & CHEMS INCAIIR15$3,6340.00%
278NEWS CORP NEWNWSLL138$3,6130.00%
279KYNDRYL HLDGS INCKD160$3,4820.00%
280XCEL ENERGY INCXELLL58$3,1180.00%
281INNOVATIVE INDL PPTYS INCINHD30$3,1060.00%
282BALCHEM CORPBCPC20$3,0990.00%
283TRUMP MEDIA & TECHNOLOGY GRODJTWW50$3,0980.00%
284ADVISORSHARES TR00768Y495750$3,0600.00%
285NEXPOINT RESIDENTIAL TR INCNXRT95$3,0580.00%
286LUMEN TECHNOLOGIES INCLUMN1,910$2,9800.00%
287PARAMOUNT GLOBAL92556H206248$2,9190.00%
288NNN REIT INCNNN67$2,8640.00%
289BROWN FORMAN CORPBF-B55$2,8390.00%
290VITESSE ENERGY INCVTS117$2,7760.00%
291COGNEX CORPCGNX60$2,5450.00%
292AURINIA PHARMACEUTICALS INCAUPH500$2,5050.00%
293DOW INCDOW42$2,4330.00%
294LIBERTY BROADBAND CORPLBRDP41$2,3460.00%
295VANGUARD INTL EQUITY INDEX F92204285851$2,1300.00%
296VANGUARD WHITEHALL FDS92194688532$2,0430.00%
297VANECK ETF TRUST92189F353100$1,9080.00%
298BEYOND MEAT INCBYND200$1,6560.00%
299SIRIUS XM HLDGS INCSIRI425$1,6490.00%
300ISHARES TR46428828118$1,6140.00%
301ERICSSON294821608255$1,4050.00%
302LIBERTY MEDIA CORP DELFWONB30$1,3150.00%
303SPDR SER TR78464A47442$1,2500.00%
304BLOCK INCBSQKZ8$6770.00%
305QURATE RETAIL INC74915M100229$2820.00%
306WK KELLOGG CO92942W10712$2260.00%
307VIATRIS INCVTRS14$1670.00%