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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 Q3 2024 · Filed November 1, 2024 · Accession 0001512779-24-000010

Total Value
$329.4M
Positions
285
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (285)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELEVATION SERIES TRUST2103221033,923,556$147.5M44.78%
2ELEVATION SERIES TRUST210322301878,105$54.3M16.48%
3SCHWAB STRATEGIC TR808524797327,743$27.7M8.41%
4JPMORGAN CHASE & COVYLD57,240$12.1M3.66%
5COHEN & STEERS INFRASTRUCTUR19248A109408,345$10.6M3.23%
6SCHWAB STRATEGIC TR808524102125,782$8.4M2.54%
7SIRIUSXM HOLDINGS INC829933100206,745$4.9M1.48%
8BERKSHIRE HATHAWAY INC DELBRK-A7$4.8M1.47%
9VANGUARD INDEX FDS9229083638,978$4.7M1.44%
10BERKSHIRE HATHAWAY INC DELBRK-A9,832$4.5M1.37%
11SRH TOTAL RETURN FUND INCSTEW191,446$3.0M0.92%
12EVERCORE INCEVR11,900$3.0M0.92%
13ISHARES TR4642872004,677$2.7M0.82%
14VANGUARD GROUP92190884413,492$2.7M0.81%
15MICROSOFT CORPMSFT6,076$2.6M0.79%
16VANGUARD WHITEHALL FDS INC92194640614,337$1.8M0.56%
17WALMART INCWMT21,893$1.8M0.54%
18APPLE INCAAPL6,761$1.6M0.48%
19WILLIS TOWERS WATSON PUB LTDWTW4,486$1.3M0.40%
20SCHWAB STRATEGIC TR80852487021,592$1.2M0.35%
21SOUTHERN COSOMN12,525$1.1M0.34%
22SPDR SERIES TRUST78464A7637,785$1.1M0.34%
23DISNEY WALT CO2546871069,953$957,3790.29%
24ETF SER SOLUTIONS26922A26323,400$925,4280.28%
25NRG ENERGY INCNRG9,850$897,3350.27%
26VANGUARD BD INDEX FD INC92193782710,000$786,9000.24%
27PROCTER AND GAMBLE CO7427181094,150$718,8230.22%
28TESLA INCTSLA2,725$712,9420.22%
29NVIDIA CORPNVDA5,870$712,8530.22%
30KIMBERLY CLARK CORPKMB4,275$608,2470.18%
31VANGUARD SCOTTSDALE FDS92206C4097,461$592,5530.18%
32SCHWAB STRATEGIC TR8085243005,290$551,1120.17%
333M COMMM4,000$546,8000.17%
34COCA COLA COKO7,564$543,5340.16%
35ALPHABET INCGOOG3,210$532,3790.16%
36PAYCHEX INCPAYX3,168$425,1140.13%
37KROGER COKR7,175$411,1280.12%
38JOHNSON & JOHNSONJNJ2,420$392,1850.12%
39INVESCO EXCHNG TRADED FD TRIVZ6,175$376,9220.11%
40CHEVRON CORP NEWCVX2,527$372,1510.11%
41YUM BRANDS INCYUM2,590$361,8490.11%
42INTEL CORPINTC14,538$341,0560.10%
43PAYPAL HLDGS INCPYPL4,312$336,4650.10%
44META PLATFORMS INCMETA569$325,7180.10%
45CINCINNATI FINL CORP1720621012,366$322,0600.10%
46UNION PAC CORPUNP1,300$320,4240.10%
47TARGET CORPTGT2,000$311,7200.09%
48SCHWAB STRATEGIC TR8085248057,183$295,3480.09%
49STANLEY BLACK & DECKER INCSWK2,658$292,6810.09%
50MERCK & CO INCMRK2,267$257,4410.08%
51ISHARES TR4642878042,129$249,0080.08%
52INTERNATIONAL BUSINESS MACHSINTR1,100$243,1880.07%
53VANGUARD INDEX FDS922908769848$240,1200.07%
54LILLY ELI & COLLY267$236,5460.07%
55HOME DEPOT INCHD571$231,2290.07%
56SELECT SECTOR SPDR TR81369Y8031,007$227,3400.07%
57VICI PPTYS INC9256521096,693$222,9440.07%
58SCHWAB STRATEGIC TR8085248394,553$216,3590.07%
59ISHARES TR4642878461,450$202,4060.06%
60SCHWAB STRATEGIC TR8085248624,031$197,4380.06%
61REALTY INCOME CORPO3,100$196,6020.06%
62TANGER FACTORY OUTLET CTRS ISKT5,700$189,1260.06%
63SCHWAB CHARLES CORP NEWSCHW-PJ2,855$185,0330.06%
64STAG INDL INC85254J1024,500$175,9050.05%
65GENERAL MLS INC3703341042,350$173,5480.05%
66UBER TECHNOLOGIES INCUBER2,293$172,3420.05%
67ISHARES TR4642871681,232$166,4060.05%
68EBAY INC.EBAY2,552$166,1660.05%
69GREEN BRICK PARTNERS INCGRBK-PA1,910$159,5230.05%
70VERIZON COMMUNICATIONS INCVZ3,515$157,8590.05%
71FORWARD AIR CORPFWRD4,390$155,4060.05%
72EXXON MOBIL CORPXOM1,293$151,5650.05%
73ISHARES TR4642875072,410$150,1910.05%
74PFIZER INCPFE5,118$148,1150.04%
75VANGUARD INDEX FDS922908595550$147,0540.04%
76INVESCO QQQ TRIVZ295$143,9810.04%
77GENUINE PARTS COGPC1,000$139,6800.04%
78PIMCO ETF TR72201R8171,400$139,2300.04%
79SEMPRA ENERGYSREA1,600$133,8080.04%
80ISHARES TR464287614356$133,6350.04%
81KELLANOVABEKE1,650$133,1720.04%
82CISCO SYS INCCSCO2,400$127,7280.04%
83TRAVELERS COMPANIES INCTRV515$120,5720.04%
84GETTY RLTY CORP NEW3742971093,787$120,4500.04%
85ALPHABET INCGOOG700$117,0330.04%
86AMAZON COM INCAMZN614$114,4070.03%
87GAMING & LEISURE PPTYS INC36467J1082,198$113,0920.03%
88SCHWAB STRATEGIC TR8085244091,380$110,9110.03%
89EA SERIES TRUST02072L1022,400$110,7270.03%
90BANK AMER CORP0605051042,681$106,3820.03%
91FIRST WATCH RESTAURANT GROUPFWRG6,610$103,1160.03%
92AMERICAN ELEC PWR CO INC0255371011,000$102,6000.03%
93MERITAGE HOMES CORPMTH500$102,5350.03%
94VANGUARD SCOTTSDALE FDS92206C8701,200$100,5000.03%
95AT&T INCT-PC4,467$98,2650.03%
96CITIGROUP INCC-PR1,550$97,0300.03%
97D R HORTON INC23331A109500$95,3850.03%
98COINBASE GLOBAL INCCOIN500$89,0850.03%
99CAPITOL FED FINL INC14057J10115,000$87,6000.03%
100EQUITY BANCSHARES INCEQBK2,064$84,3930.03%
101MORGAN STANLEYMS-PQ791$82,4790.03%
102GENERAL ELECTRIC CO369604301437$82,4090.03%
103INTERCONTINENTAL EXCHANGE IN45866F104500$80,3200.02%
104ISHARES TR46432F8421,026$80,0790.02%
105WELLS FARGO CO NEW9497461011,400$79,0860.02%
106CONOCOPHILLIPSCOP698$73,4850.02%
107TEXTRON INCTXT822$72,8130.02%
108ISHARES TR464287598370$70,2260.02%
109TRINITY INDS INC8965221091,950$67,9380.02%
110INTUITIVE SURGICAL INCISRG135$66,3210.02%
111MESA LABS INC59064R109500$64,9300.02%
112VANGUARD INDEX FDS922908629245$64,6380.02%
113BK OF AMERICA CORP06050568250$63,6510.02%
114STEEL DYNAMICS INCSTLD500$63,0400.02%
115BLACK HILLS CORPBKH1,000$61,1200.02%
116MCDONALDS CORPMCD200$60,9020.02%
117BOEING COBA-PA400$60,8160.02%
118SCHWAB STRATEGIC TR8085248472,563$59,3780.02%
119SOUTHWEST AIRLS CO8447411082,000$59,2600.02%
120SPDR SERIES TRUST78464A2921,620$57,7690.02%
121VANGUARD INDEX FDS922908751240$56,9300.02%
122LOWES COS INC548661107207$56,0660.02%
123AMERICAN EXPRESS COAXP200$54,2400.02%
124EVERGY INCEVRG842$52,2120.02%
125PEPSICO INCPEP300$51,0150.02%
126MASTERCARD INCORPORATEDMA98$48,3920.01%
127ISHARES TR464287648169$47,9960.01%
128GILEAD SCIENCES INCGILD550$46,1120.01%
129INVESCO EXCHANGE TRADED FD TIVZ1,211$45,6550.01%
130INVESCO EXCHNG TRADED FD TRIVZ3,500$43,2250.01%
131ORACLE CORPORCL-PD252$42,9410.01%
132ISHARES TR464287457500$41,5750.01%
133PHILLIPS 66PSX299$39,3040.01%
134STARBUCKS CORPSBUX400$38,9960.01%
135ABBOTT LABSABLZF329$37,5090.01%
136ARCHER DANIELS MIDLAND COADM617$36,8600.01%
137MONDELEZ INTL INC609207105500$36,8350.01%
138MEDTRONIC PLCMDT400$36,0120.01%
139M & T BK CORP55261F104200$35,6240.01%
140COSTCO WHSL CORP NEW22160K10540$35,4610.01%
141ASML HOLDING N VASMLF42$34,9970.01%
142AUTOZONE INCAZO11$34,6500.01%
143FORD MTR CO DEL3453708603,000$31,6800.01%
144ISHARES TR464287226308$31,1910.01%
145XPO LOGISTICS INCXPO290$31,1780.01%
146CBRE GROUP INCCBRE250$31,1200.01%
147THE TRADE DESK INC88339J105280$30,7020.01%
148SPROUTS FMRS MKT INC85208M102275$30,3630.01%
149INVESCO EXCHANGE TRADED FD TIVZ450$30,2720.01%
150CONSTELLATION ENERGY CORPCEG113$29,3820.01%
151SUN LIFE FINL INCSUNFF500$29,0100.01%
152FASTENAL COFAST400$28,5680.01%
153WISDOMTREE TRWT565$28,5100.01%
154JACK IN THE BOX INCJACK600$27,9240.01%
155GE VERNOVA INCGEV109$27,7930.01%
156VANGUARD SCOTTSDALE FDS92206C664300$26,8080.01%
157EXPEDITORS INTL WASH INC302130109200$26,2800.01%
158SOLVENTUM CORPSOLV375$26,1450.01%
159COPART INCCPRT496$25,9900.01%
160PACER FDS TR69374H881445$25,7340.01%
161HONEYWELL INTL INC438516106124$25,6320.01%
162AFLAC INCAFL226$25,2670.01%
163TOLL BROTHERS INCTOL160$24,7180.01%
164FIRST TR NASDAQ ABA CMNTY BK33736Q104460$24,3290.01%
165ENNIS INCEBF1,000$24,3200.01%
166VITESSE ENERGY INCVTS1,000$24,0200.01%
167SYSCO CORPSYY300$23,4180.01%
168COCA COLA CONS INCCOKE17$22,3790.01%
169KB HOMEKBH260$22,2790.01%
170ISHARES INC46434G103384$22,0450.01%
171FULL HSE RESORTS INC3596781094,100$20,5820.01%
172BALL CORPBALL300$20,3730.01%
173GROUP 1 AUTOMOTIVE INCGPI53$20,3010.01%
174DUKE ENERGY CORP NEWDUKB175$20,1780.01%
175ISHARES GOLD TRUSTIAU400$19,8800.01%
176METLIFE INCMET-PF241$19,8780.01%
177TAIWAN SEMICONDUCTOR MFG LTD874039100113$19,6250.01%
178RIVIAN AUTOMOTIVE INCRIVN1,744$19,5680.01%
179ARM HOLDINGS PLC042068205131$18,7340.01%
180PRINCIPAL FINL GROUP INCPFG211$18,1250.01%
181ISHARES TR464287242160$18,0770.01%
182ONEOK INC NEWOKE197$17,9530.01%
183MICRON TECHNOLOGY INCMU170$17,6310.01%
184UNILEVER PLCUNLYF267$17,3440.01%
185FLAHERTY & CRUMRINE TOTAL REFLC1,000$17,2900.01%
186ANHEUSER BUSCH INBEV SA/NVBUDFF259$17,1690.01%
187ASBURY AUTOMOTIVE GROUP INCABG71$16,9400.01%
188STELLANTIS N.VSTLA1,162$16,3260.00%
189CLOROX CO DELCLX100$16,2910.00%
190ISHARES TR464288646300$15,7980.00%
191ALLSTATE CORPALL-PJ83$15,7410.00%
192ARCOSA INCACA166$15,7300.00%
193BADGER METER INCBMI72$15,7260.00%
194ISHARES TR46428765570$15,4620.00%
195BROWN & BROWN INCBRO136$14,0900.00%
196EXELON CORPEXC340$13,7870.00%
197FIRSTENERGY CORPFE308$13,6600.00%
198GE HEALTHCARE TECHNOLOGIESGEHC145$13,6080.00%
199VANGUARD INDEX FDS922908553134$13,0540.00%
200ADOBE SYS INCADBE25$12,9450.00%
201TRANSDIGM GROUP INCTDG9$12,8440.00%
202ISHARES TR464287499144$12,6920.00%
203DOCUSIGN INCDOCU200$12,4180.00%
204EQUIFAX INCEFX42$12,3420.00%
205RAYTHEON TECHNOLOGIES CORPRTX100$12,1160.00%
206KINDER MORGAN INC DELEP-PC534$11,7960.00%
207CYBERARK SOFTWARE LTDM2682V10840$11,6640.00%
208SHOPIFY INCSHOP140$11,2200.00%
209HUBSPOT INCHUBS21$11,1640.00%
210ARCH CAP GROUP LTDG0450A10599$11,0760.00%
211UNITEDHEALTH GROUP INCUNH18$10,5240.00%
212SPDR SERIES TRUST78464A490260$10,4750.00%
213WALGREENS BOOTS ALLIANCE INC9314271081,150$10,3040.00%
214RLI CORPRLI66$10,2290.00%
215LANDSTAR SYS INCLSTR54$10,1990.00%
216PRIMERICA INCPRI38$10,0760.00%
217SPIRIT AEROSYSTEMS HLDGS INC848574109300$9,7530.00%
218PINNACLE WEST CAP CORPPNW110$9,7450.00%
219OLLIES BARGAIN OUTLET HLDGS681116109100$9,7200.00%
220EA SERIES TRUST02072L722334$9,3820.00%
221W R BERKLEY CORPORATIONWRB-PH163$9,2470.00%
222HOST HOTELS & RESORTS INCHST511$8,9940.00%
223B & G FOODS INCBGS1,000$8,8800.00%
224WD-40 COWDFC34$8,7680.00%
225ROSS STORES INCROST58$8,7300.00%
226GRACO INCGGG99$8,6630.00%
227AMPHENOL CORP NEW032095101128$8,3400.00%
228VANGUARD STAR FD921909768128$8,2870.00%
229SELECT SECTOR SPDR TR81369Y70460$8,1260.00%
230MARKEL CORPMKL5$7,8430.00%
231ACCENTURE PLC IRELANDACN22$7,7770.00%
232INTER PARFUMS INCINTR60$7,7690.00%
233NUVEEN SELECT TAX-FREE INCOMNU510$7,7060.00%
234VISA INCV28$7,6990.00%
235CDW CORPCDW34$7,6940.00%
236CHECK POINT SOFTWARE TECH LTM2246510438$7,3270.00%
237HENRY JACK & ASSOC INC42628110139$6,8850.00%
238BROOKFIELD CORP11271J107127$6,7500.00%
239ADAMS DIVERSIFIED EQUITY FD006212104313$6,7480.00%
240OMEROS CORPOMER1,650$6,5510.00%
241ZSCALER INCZS37$6,3250.00%
242ANALOG DEVICES INCADI27$6,2150.00%
243CONSTELLATION BRANDS INCSTZ24$6,1850.00%
244AON PLCAON16$5,5360.00%
245DATADOG INCDDOG47$5,4080.00%
246TJX COS INC NEW87254010946$5,4070.00%
247CONAGRA BRANDS INCCAG164$5,3330.00%
248FEDEX CORPFDX19$5,2000.00%
249ILLINOIS TOOL WKS INC45230810917$4,4550.00%
250FIRST TR EXCHANGE TRADED FD33734X84675$4,4420.00%
251NEXPOINT RESIDENTIAL TR INCNXRT95$4,1810.00%
252VANGUARD TAX-MANAGED FDS92194385879$4,1720.00%
253BIO-TECHNE CORPTECH52$4,1560.00%
254FIRSTCASH HOLDINGS INCFCFS36$4,1330.00%
255INNOVATIVE INDL PPTYS INCINHD30$4,0380.00%
256CANADIAN NATL RY CO13637510234$3,9830.00%
257SENSATA TECHNOLOGIES HLDG PLST110$3,9450.00%
258LABCORP HOLDINGS INCLH17$3,7990.00%
259KYNDRYL HLDGS INCKD160$3,6770.00%
260NEWS CORP NEWNWSLL138$3,6750.00%
261AURINIA PHARMACEUTICALS INCAUPH500$3,6650.00%
262BALCHEM CORPBCPC20$3,5200.00%
263LAMB WESTON HLDGS INCLW54$3,4960.00%
264BORR DRILLING LTDBORR617$3,3870.00%
265ENERGY FUELS INCUUUU615$3,3760.00%
266BROWN FORMAN CORPBF-B55$2,7060.00%
267PARAMOUNT GLOBAL92556H206248$2,6340.00%
268HERTZ GLOBAL HLDGS INCHTZWW750$2,4750.00%
269ADVISORSHARES TR00768Y495750$2,4470.00%
270VANGUARD INTL EQUITY INDEX F92204285851$2,4400.00%
271COGNEX CORPCGNX60$2,4300.00%
272DOW INCDOW42$2,2940.00%
273BRISTOL MYERS SQUIBB COCELG-RI37$1,9140.00%
274CARNIVAL CORPCUKPF100$1,8480.00%
275ISHARES TR46428828118$1,6840.00%
276LIBERTY BROADBAND CORPLBRDP21$1,6230.00%
277BEYOND MEAT INCBYND200$1,3560.00%
278ERICSSON294821608150$1,1370.00%
279LIBERTY MEDIA CORP DELFWONB15$7700.00%
280NOVAVAX INCNVAX60$7580.00%
281ON HLDG AGH5919C10411$5520.00%
282WARNER BROS DISCOVERY INCWBD41$3380.00%
283TILRAY BRANDS INCTLRY154$2710.00%
284VIATRIS INCVTRS14$1630.00%
285QURATE RETAIL INC74915M100115$700.00%