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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 2024 · Filed August 6, 2024 · Accession 0001512779-24-000007

Total Value
$298.7M
Positions
290
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (290)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELEVATION SERIES TRUST2103221033,923,548$131.2M43.93%
2ELEVATION SERIES TRUST210322301877,074$48.8M16.34%
3SCHWAB STRATEGIC TR808524797327,878$25.5M8.53%
4JPMORGAN CHASE & COVYLD57,240$11.6M3.88%
5COHEN & STEERS INFRASTRUCTUR19248A109408,313$9.2M3.07%
6SCHWAB STRATEGIC TR808524102124,402$7.8M2.62%
7LIBERTY MEDIA CORP DELFWONB245,462$5.4M1.82%
8VANGUARD INDEX FDS9229083638,978$4.5M1.50%
9BERKSHIRE HATHAWAY INC DELBRK-A7$4.3M1.43%
10BERKSHIRE HATHAWAY INC DELBRK-A9,832$4.0M1.34%
11MICROSOFT CORPMSFT6,316$2.8M0.95%
12SRH TOTAL RETURN FUND INCSTEW190,644$2.8M0.93%
13ISHARES TR4642872004,677$2.6M0.86%
14EVERCORE INCEVR11,900$2.5M0.83%
15VANGUARD GROUP92190884413,491$2.5M0.82%
16VANGUARD WHITEHALL FDS INC92194640615,617$1.9M0.62%
17WALMART INCWMT21,868$1.5M0.50%
18APPLE INCAAPL6,760$1.4M0.48%
19SCHWAB STRATEGIC TR80852487023,819$1.2M0.41%
20WILLIS TOWERS WATSON PUB LTDWTW4,486$1.2M0.39%
21SPDR SERIES TRUST78464A7639,185$1.2M0.39%
22DISNEY WALT CO2546871069,953$988,2330.33%
23SOUTHERN COSOMN12,525$971,5640.33%
24NRG ENERGY INCNRG11,520$896,9470.30%
25ETF SER SOLUTIONS26922A26322,335$813,9340.27%
26VANGUARD BD INDEX FD INC92193782710,000$767,0000.26%
27NVIDIA CORPNVDA5,870$725,1800.24%
28PROCTER AND GAMBLE CO7427181094,147$683,8880.23%
29KIMBERLY CLARK CORPKMB4,275$590,8050.20%
30VANGUARD SCOTTSDALE FDS92206C4097,461$576,5490.19%
31TESLA INCTSLA2,725$539,2230.18%
32SCHWAB STRATEGIC TR8085243005,290$533,4440.18%
33COCA COLA COKO7,546$480,2950.16%
34ALPHABET INCGOOG2,410$438,9820.15%
353M COMMM4,000$408,7600.14%
36CHEVRON CORP NEWCVX2,527$395,2730.13%
37INTEL CORPINTC12,356$382,6750.13%
38PAYCHEX INCPAYX3,168$375,5980.13%
39KROGER COKR7,175$358,2480.12%
40JOHNSON & JOHNSONJNJ2,420$353,7070.12%
41YUM BRANDS INCYUM2,590$343,0710.11%
42INVESCO EXCHNG TRADED FD TRIVZ6,175$341,0450.11%
43SCHWAB STRATEGIC TR8085248057,933$304,7670.10%
44TARGET CORPTGT2,000$296,0800.10%
45UNION PAC CORPUNP1,300$294,1380.10%
46META PLATFORMS INCMETA569$286,9010.10%
47MERCK & CO INCMRK2,267$280,6550.09%
48CINCINNATI FINL CORP1720621012,366$279,4250.09%
49STANLEY BLACK & DECKER INCSWK3,150$251,6190.08%
50PAYPAL HLDGS INCPYPL4,312$250,2250.08%
51LILLY ELI & COLLY267$241,7360.08%
52SELECT SECTOR SPDR TR81369Y8031,007$227,8140.08%
53ISHARES TR4642878042,129$227,0790.08%
54VANGUARD INDEX FDS922908769848$226,8480.08%
55SCHWAB CHARLES CORP NEWSCHW-PJ2,855$210,3850.07%
56SCHWAB STRATEGIC TR8085248394,553$207,5260.07%
57HOME DEPOT INCHD570$196,3290.07%
58SCHWAB STRATEGIC TR8085248624,031$194,0120.06%
59ISHARES TR4642878461,450$191,8500.06%
60VICI PPTYS INC9256521096,693$191,6880.06%
61INTERNATIONAL BUSINESS MACHSINTR1,100$190,2450.06%
62EBAY INC.EBAY3,326$178,6960.06%
63UBER TECHNOLOGIES INCUBER2,293$166,6550.06%
64REALTY INCOME CORPO3,100$163,7420.05%
65VERIZON COMMUNICATIONS INCVZ3,963$163,4340.05%
66STAG INDL INC85254J1024,500$162,2700.05%
67TANGER FACTORY OUTLET CTRS ISKT5,700$154,5270.05%
68ISHARES TR4642871681,232$149,0470.05%
69EXXON MOBIL CORPXOM1,293$148,8500.05%
70GENERAL MLS INC3703341042,350$148,6610.05%
71PFIZER INCPFE5,118$143,2020.05%
72INVESCO QQQ TRIVZ295$141,3370.05%
73ISHARES TR4642875072,410$141,0330.05%
74VANGUARD INDEX FDS922908595550$137,5720.05%
75PIMCO ETF TR72201R8171,400$133,0980.04%
76ISHARES TR464287614356$129,7660.04%
77ALPHABET INCGOOG700$128,3940.04%
78SEMPRA ENERGYSREA1,600$121,6960.04%
79AMAZON COM INCAMZN614$118,6560.04%
80CISCO SYS INCCSCO2,400$114,0240.04%
81COINBASE GLOBAL INCCOIN500$111,1150.04%
82GREEN BRICK PARTNERS INCGRBK-PA1,910$109,3280.04%
83BANK AMER CORP0605051042,681$106,6230.04%
84TRAVELERS COMPANIES INCTRV515$104,7200.04%
85EA SERIES TRUST02072L1022,400$102,8880.03%
86SCHWAB STRATEGIC TR8085244091,380$102,2300.03%
87GETTY RLTY CORP NEW3742971093,727$99,3560.03%
88CITIGROUP INCC-PR1,550$98,3630.03%
89GAMING & LEISURE PPTYS INC36467J1082,166$97,9130.03%
90VANGUARD SCOTTSDALE FDS92206C8701,200$95,9160.03%
91KELLANOVABEKE1,650$95,1720.03%
92AMERICAN ELEC PWR CO INC0255371011,000$87,7400.03%
93AT&T INCT-PC4,450$85,0370.03%
94FORWARD AIR CORPFWRD4,390$83,5860.03%
95WELLS FARGO CO NEW9497461011,400$83,1460.03%
96CAPITOL FED FINL INC14057J10115,000$82,3500.03%
97MERITAGE HOMES CORPMTH500$80,9250.03%
98GRANITESHARES ETF TR38747R8433,000$80,0700.03%
99CONOCOPHILLIPSCOP698$79,8370.03%
100MORGAN STANLEYMS-PQ785$76,2880.03%
101ISHARES TR46432F8421,026$74,5290.02%
102BOEING COBA-PA400$72,8040.02%
103EQUITY BANCSHARES INCEQBK2,058$72,4380.02%
104TEXTRON INCTXT822$70,5770.02%
105D R HORTON INC23331A109500$70,4650.02%
106GENERAL ELECTRIC CO369604301437$69,4700.02%
107INTERCONTINENTAL EXCHANGE IN45866F104500$68,4450.02%
108STEEL DYNAMICS INCSTLD500$64,7500.02%
109ISHARES TR464287598370$64,5540.02%
110INTUITIVE SURGICAL INCISRG135$60,0550.02%
111BK OF AMERICA CORP06050568250$59,8080.02%
112VANGUARD INDEX FDS922908629245$59,3150.02%
113TRINITY INDS INC8965221091,950$58,3440.02%
114SOUTHWEST AIRLS CO8447411082,000$57,2200.02%
115SPDR SERIES TRUST78464A2921,620$54,9670.02%
116BLACK HILLS CORPBKH1,000$54,3800.02%
117VANGUARD INDEX FDS922908751240$52,3300.02%
118MCDONALDS CORPMCD200$50,9680.02%
119SCHWAB STRATEGIC TR8085248472,538$50,6860.02%
120PEPSICO INCPEP300$49,4790.02%
121AMERICAN EXPRESS COAXP200$46,3100.02%
122LOWES COS INC548661107207$45,6350.02%
123EVERGY INCEVRG842$44,6010.01%
124INVESCO EXCHANGE TRADED FD TIVZ1,211$44,3950.01%
125ISHARES TR464287648169$44,3680.01%
126MESA LABS INC59064R109500$43,3850.01%
127MASTERCARD INCORPORATEDMA98$43,2340.01%
128ASML HOLDING N VASMLF42$42,9550.01%
129PHILLIPS 66PSX299$42,2100.01%
130FIRST WATCH RESTAURANT GROUPFWRG2,360$41,4420.01%
131ISHARES TR464287457500$40,8250.01%
132INVESCO EXCHNG TRADED FD TRIVZ3,500$40,4250.01%
133GILEAD SCIENCES INCGILD550$37,7360.01%
134FORD MTR CO DEL3453708603,000$37,6200.01%
135ARCHER DANIELS MIDLAND COADM617$37,2980.01%
136ORACLE CORPORCL-PD252$35,5820.01%
137ABBOTT LABSABLZF329$34,1860.01%
138COSTCO WHSL CORP NEW22160K10540$34,0000.01%
139STELLANTIS N.VSTLA1,662$32,9910.01%
140MONDELEZ INTL INC609207105500$32,7200.01%
141AUTOZONE INCAZO11$32,6050.01%
142ENERGY TRANSFER L PET-PI1,953$31,6780.01%
143MEDTRONIC PLCMDT400$31,4840.01%
144BP PLCBPPFF865$31,2270.01%
145STARBUCKS CORPSBUX400$31,1400.01%
146XPO LOGISTICS INCXPO290$30,7840.01%
147JACK IN THE BOX INCJACK600$30,5640.01%
148M & T BK CORP55261F104200$30,2720.01%
149ISHARES TR464287226308$29,8980.01%
150INVESCO EXCHANGE TRADED FD TIVZ450$28,5930.01%
151THE TRADE DESK INC88339J105280$27,3480.01%
152WISDOMTREE TRWT565$27,2780.01%
153COPART INCCPRT496$26,8630.01%
154HONEYWELL INTL INC438516106124$26,4790.01%
155FASTENAL COFAST400$25,1360.01%
156EXPEDITORS INTL WASH INC302130109200$24,9580.01%
157SUN LIFE FINL INCSUNFF500$24,4950.01%
158PACER FDS TR69374H881445$24,2480.01%
159RIVIAN AUTOMOTIVE INCRIVN1,744$23,4040.01%
160SPROUTS FMRS MKT INC85208M102275$23,0070.01%
161CONSTELLATION ENERGY CORPCEG113$22,6310.01%
162MICRON TECHNOLOGY INCMU170$22,3600.01%
163CBRE GROUP INCCBRE250$22,2780.01%
164ENNIS INCEBF1,000$21,8900.01%
165ARM HOLDINGS PLC042068205131$21,4340.01%
166SYSCO CORPSYY300$21,4170.01%
167FIRST TR NASDAQ ABA CMNTY BK33736Q104460$21,1560.01%
168ISHARES INC46434G103384$20,5560.01%
169FULL HSE RESORTS INC3596781094,100$20,5000.01%
170AFLAC INCAFL226$20,1840.01%
171SOLVENTUM CORPSOLV375$19,8300.01%
172TAIWAN SEMICONDUCTOR MFG LTD874039100113$19,6410.01%
173ISHARES TR46432F339114$19,4670.01%
174GE VERNOVA INCGEV109$18,6950.01%
175COCA COLA CONS INCCOKE17$18,4450.01%
176TOLL BROTHERS INCTOL160$18,4290.01%
177KB HOMEKBH260$18,2470.01%
178BALL CORPBALL300$18,0060.01%
179ISHARES GOLD TRUSTIAU400$17,5720.01%
180DUKE ENERGY CORP NEWDUKB175$17,5400.01%
181ISHARES TR464287242160$17,1390.01%
182METLIFE INCMET-PF241$16,9160.01%
183ADVANCE AUTO PARTS INCAAP265$16,7820.01%
184PRINCIPAL FINL GROUP INCPFG211$16,5530.01%
185ASBURY AUTOMOTIVE GROUP INCABG71$16,1790.01%
186ONEOK INC NEWOKE197$16,0650.01%
187ANNALY CAP MGMT INCNLY-PJ827$15,7630.01%
188GROUP 1 AUTOMOTIVE INCGPI53$15,7560.01%
189FLAHERTY & CRUMRINE TOTAL REFLC1,000$15,5400.01%
190ISHARES TR464288646300$15,3720.01%
191ANHEUSER BUSCH INBEV SA/NVBUDFF259$15,0610.01%
192UNILEVER PLCUNLYF267$14,6820.00%
193ISHARES TR46428765570$14,2020.00%
194WALGREENS BOOTS ALLIANCE INC9314271081,150$13,9090.00%
195ADOBE SYS INCADBE25$13,8890.00%
196ARCOSA INCACA166$13,8460.00%
197CLOROX CO DELCLX100$13,6470.00%
198BADGER METER INCBMI72$13,4170.00%
199SELECT SECTOR SPDR TR81369Y704110$13,4060.00%
200ALLSTATE CORPALL-PJ83$13,2520.00%
201HUBSPOT INCHUBS21$12,3860.00%
202BROWN & BROWN INCBRO136$12,1600.00%
203FIRSTENERGY CORPFE308$11,7870.00%
204EXELON CORPEXC340$11,7670.00%
205ISHARES TR464287499144$11,6760.00%
206TRANSDIGM GROUP INCTDG9$11,4980.00%
207GE HEALTHCARE TECHNOLOGIESGEHC145$11,2980.00%
208VANGUARD INDEX FDS922908553134$11,2240.00%
209CYBERARK SOFTWARE LTDM2682V10840$10,9370.00%
210DOCUSIGN INCDOCU200$10,7000.00%
211KINDER MORGAN INC DELEP-PC534$10,6110.00%
212EQUIFAX INCEFX42$10,1830.00%
213RAYTHEON TECHNOLOGIES CORPRTX100$10,0390.00%
214SPDR SERIES TRUST78464A490260$10,0130.00%
215ARCH CAP GROUP LTDG0450A10599$9,9880.00%
216LANDSTAR SYS INCLSTR54$9,9620.00%
217SPIRIT AEROSYSTEMS HLDGS INC848574109300$9,8610.00%
218OLLIES BARGAIN OUTLET HLDGS681116109100$9,8170.00%
219RLI CORPRLI66$9,2860.00%
220SHOPIFY INCSHOP140$9,2470.00%
221HOST HOTELS & RESORTS INCHST511$9,1880.00%
222UNITEDHEALTH GROUP INCUNH18$9,1670.00%
223PRIMERICA INCPRI38$8,9900.00%
224AMPHENOL CORP NEW032095101128$8,6230.00%
225W R BERKLEY CORPORATIONWRB-PH109$8,5650.00%
226ROSS STORES INCROST58$8,4290.00%
227PINNACLE WEST CAP CORPPNW110$8,4020.00%
228B & G FOODS INCBGS1,000$8,0800.00%
229OMEROS CORPOMER1,970$7,9980.00%
230MARKEL CORPMKL5$7,8780.00%
231GRACO INCGGG99$7,8490.00%
232VANGUARD STAR FD921909768128$7,7180.00%
233CDW CORPCDW34$7,6110.00%
234ATLASSIAN CORP PLCTEAM43$7,6060.00%
235WD-40 COWDFC34$7,4680.00%
236NUVEEN SELECT TAX-FREE INCOMNU510$7,3900.00%
237VISA INCV28$7,3490.00%
238ZSCALER INCZS37$7,1110.00%
239INTER PARFUMS INCINTR60$6,9620.00%
240ADAMS DIVERSIFIED EQUITY FD006212104313$6,7260.00%
241ACCENTURE PLC IRELANDACN22$6,6750.00%
242HENRY JACK & ASSOC INC42628110139$6,4750.00%
243CHECK POINT SOFTWARE TECH LTM2246510438$6,2700.00%
244CONSTELLATION BRANDS INCSTZ24$6,1750.00%
245ANALOG DEVICES INCADI27$6,1630.00%
246VITESSE ENERGY INCVTS260$6,1620.00%
247DATADOG INCDDOG47$6,0950.00%
248FEDEX CORPFDX19$5,6970.00%
249BROOKFIELD CORP11271J107127$5,2760.00%
250TJX COS INC NEW87254010946$5,0650.00%
251AON PLCAON16$4,6970.00%
252CONAGRA BRANDS INCCAG164$4,6610.00%
253LAMB WESTON HLDGS INCLW54$4,5400.00%
254EVERSOURCE ENERGYES75$4,2530.00%
255FIRST TR EXCHANGE TRADED FD33734X84675$4,2320.00%
256KYNDRYL HLDGS INCKD160$4,2100.00%
257SENSATA TECHNOLOGIES HLDG PLST110$4,1130.00%
258ILLINOIS TOOL WKS INC45230810917$4,0280.00%
259CANADIAN NATL RY CO13637510234$4,0160.00%
260BORR DRILLING LTDBORR617$3,9800.00%
261VANGUARD TAX-MANAGED FDS92194385879$3,9040.00%
262NEWS CORP NEWNWSLL138$3,8050.00%
263FIRSTCASH HOLDINGS INCFCFS36$3,7760.00%
264NEXPOINT RESIDENTIAL TR INCNXRT95$3,7530.00%
265ENERGY FUELS INCUUUU615$3,7270.00%
266BIO-TECHNE CORPTECH52$3,7260.00%
267LABCORP HOLDINGS INCLH17$3,4600.00%
268INNOVATIVE INDL PPTYS INCINHD30$3,2770.00%
269BALCHEM CORPBCPC20$3,0790.00%
270AURINIA PHARMACEUTICALS INCAUPH500$2,8550.00%
271COGNEX CORPCGNX60$2,8060.00%
272PARAMOUNT GLOBAL92556H206248$2,5770.00%
273ADVISORSHARES TR00768Y495750$2,5310.00%
274BROWN FORMAN CORPBF-B55$2,3750.00%
275VANGUARD INTL EQUITY INDEX F92204285851$2,2320.00%
276DOW INCDOW42$2,2280.00%
277LUMEN TECHNOLOGIES INCLUMN1,910$2,1010.00%
278CARNIVAL CORPCUKPF100$1,8720.00%
279ISHARES TR46428828118$1,5930.00%
280BRISTOL MYERS SQUIBB COCELG-RI37$1,5370.00%
281BEYOND MEAT INCBYND200$1,3420.00%
282SIRIUS XM HLDGS INCSIRI425$1,2030.00%
283LIBERTY BROADBAND CORPLBRDP21$1,1510.00%
284ERICSSON294821608150$9260.00%
285NOVAVAX INCNVAX60$7600.00%
286LIBERTY MEDIA CORP DELFWONB15$5740.00%
287BLOCK INCBSQKZ8$5160.00%
288WARNER BROS DISCOVERY INCWBD41$3050.00%
289VIATRIS INCVTRS14$1490.00%
290QURATE RETAIL INC74915M100115$720.00%