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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 Q4 2024 · Filed January 29, 2025 · Accession 0001512779-25-000003

Total Value
$337.1M
Positions
281
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (281)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELEVATION SERIES TRUST2103221034,307,448$160.3M47.54%
2ELEVATION SERIES TRUST210322301878,137$50.3M14.92%
3SCHWAB STRATEGIC TR808524797980,424$26.8M7.95%
4JPMORGAN CHASE & COVYLD57,220$13.7M4.07%
5COHEN & STEERS INFRASTRUCTUR19248A109407,777$9.8M2.91%
6SCHWAB STRATEGIC TR808524102381,490$8.7M2.57%
7VANGUARD INDEX FDS9229083638,978$4.8M1.43%
8BERKSHIRE HATHAWAY INC DELBRK-A7$4.8M1.41%
9SIRIUSXM HOLDINGS INC829933100206,117$4.7M1.39%
10BERKSHIRE HATHAWAY INC DELBRK-A9,662$4.4M1.30%
11EVERCORE INCEVR11,900$3.3M0.98%
12SRH TOTAL RETURN FUND INCSTEW192,242$3.1M0.91%
13ISHARES TR4642872004,677$2.8M0.82%
14VANGUARD GROUP92190884413,493$2.6M0.78%
15MICROSOFT CORPMSFT6,061$2.6M0.76%
16WALMART INCWMT18,957$1.7M0.51%
17VANGUARD WHITEHALL FDS INC92194640613,387$1.7M0.51%
18APPLE INCAAPL6,762$1.7M0.50%
19WILLIS TOWERS WATSON PUB LTDWTW4,486$1.4M0.42%
20DISNEY WALT CO2546871069,953$1.1M0.33%
21TESLA INCTSLA2,725$1.1M0.33%
22SOUTHERN COSOMN12,525$1.0M0.31%
23SCHWAB STRATEGIC TR80852487037,848$977,6140.29%
24SPDR SERIES TRUST78464A7637,005$925,3610.27%
25ETF SER SOLUTIONS26922A26323,400$890,2600.26%
26NRG ENERGY INCNRG9,500$857,0900.25%
27NVIDIA CORPNVDA5,870$788,2820.23%
28VANGUARD BD INDEX FD INC92193782710,000$772,7000.23%
29PROCTER AND GAMBLE CO7427181094,154$696,3680.21%
30SCHWAB STRATEGIC TR80852430021,160$589,7290.17%
31KIMBERLY CLARK CORPKMB4,275$560,1960.17%
32VANGUARD SCOTTSDALE FDS92206C4096,161$480,6200.14%
33COCA COLA COKO7,598$473,0380.14%
34ALPHABET INCGOOG2,460$465,6780.14%
35PAYCHEX INCPAYX3,168$444,2170.13%
36KROGER COKR7,175$438,7510.13%
37PAYPAL HLDGS INCPYPL4,422$377,4180.11%
38INVESCO EXCHNG TRADED FD TRIVZ6,175$375,5640.11%
39CHEVRON CORP NEWCVX2,527$366,0110.11%
40JOHNSON & JOHNSONJNJ2,380$344,1960.10%
41CINCINNATI FINL CORP1720621012,366$339,9940.10%
42META PLATFORMS INCMETA569$333,1550.10%
43UNION PAC CORPUNP1,300$296,4520.09%
44TARGET CORPTGT2,000$270,3600.08%
45SCHWAB STRATEGIC TR80852480514,460$267,5190.08%
463M COMMM2,000$258,1800.08%
47ISHARES TR4642878042,129$245,3030.07%
48INTERNATIONAL BUSINESS MACHSINTR1,100$241,8130.07%
49SELECT SECTOR SPDR TR81369Y8031,007$234,1480.07%
50FIRST WATCH RESTAURANT GROUPFWRG12,185$226,7630.07%
51MERCK & CO INCMRK2,267$225,5210.07%
52INTEL CORPINTC11,238$225,3170.07%
53HOME DEPOT INCHD571$222,0940.07%
54VANGUARD INDEX FDS922908769753$218,2270.06%
55STANLEY BLACK & DECKER INCSWK2,667$214,1860.06%
56SCHWAB CHARLES CORP NEWSCHW-PJ2,855$211,2990.06%
57ISHARES TR4642878461,450$207,4810.06%
58SCHWAB STRATEGIC TR8085248399,106$206,7060.06%
59LILLY ELI & COLLY267$206,1240.06%
60TANGER FACTORY OUTLET CTRS ISKT5,700$194,5410.06%
61SCHWAB STRATEGIC TR8085248628,062$193,9720.06%
62GENUINE PARTS COGPC1,500$175,1400.05%
63REALTY INCOME CORPO3,100$165,5710.05%
64ISHARES TR4642871681,232$161,7490.05%
65VICI PPTYS INC9256521095,464$159,6030.05%
66EBAY INC.EBAY2,553$158,1410.05%
67STAG INDL INC85254J1024,500$152,1900.05%
68INVESCO QQQ TRIVZ295$150,8130.04%
69ISHARES TR4642875072,410$150,1670.04%
70GENERAL MLS INC3703341042,350$149,8600.04%
71ISHARES TR464287614356$142,9620.04%
72CISCO SYS INCCSCO2,400$142,0800.04%
73FORWARD AIR CORPFWRD4,390$141,5780.04%
74VERIZON COMMUNICATIONS INCVZ3,515$140,5650.04%
75SEMPRA ENERGYSREA1,600$140,3520.04%
76EXXON MOBIL CORPXOM1,293$139,0880.04%
77UBER TECHNOLOGIES INCUBER2,293$138,3140.04%
78PFIZER INCPFE5,118$135,7810.04%
79KELLANOVABEKE1,650$133,6010.04%
80ALPHABET INCGOOG700$133,3080.04%
81PIMCO ETF TR72201R8171,400$133,1400.04%
82AMAZON COM INCAMZN586$128,5630.04%
83COINBASE GLOBAL INCCOIN500$124,1500.04%
84TRAVELERS COMPANIES INCTRV515$124,0580.04%
85BANK AMER CORP0605051042,681$117,8300.03%
86GETTY RLTY CORP NEW3742971093,842$115,7480.03%
87CITIGROUP INCC-PR1,550$109,1050.03%
88SCHWAB STRATEGIC TR8085244094,140$107,9300.03%
89GREEN BRICK PARTNERS INCGRBK-PA1,910$107,8960.03%
90GAMING & LEISURE PPTYS INC36467J1082,233$107,5600.03%
91EA SERIES TRUST02072L1022,400$107,1360.03%
92AT&T INCT-PC4,481$102,0410.03%
93MORGAN STANLEYMS-PQ796$100,0790.03%
94WELLS FARGO CO NEW9497461011,400$98,3360.03%
95AMERICAN ELEC PWR CO INC0255371011,000$92,2300.03%
96GFL ENVIRONMENTAL INCGFL2,000$89,0800.03%
97CAPITOL FED FINL INC14057J10115,000$88,6500.03%
98EQUITY BANCSHARES INCEQBK2,072$87,8790.03%
99MERITAGE HOMES CORPMTH500$76,9100.02%
100YUM BRANDS INCYUM560$75,1300.02%
101INTERCONTINENTAL EXCHANGE IN45866F104500$74,5050.02%
102GENERAL ELECTRIC CO369604301437$72,8870.02%
103ISHARES TR46432F8421,026$72,1070.02%
104BOEING COBA-PA400$70,8000.02%
105INTUITIVE SURGICAL INCISRG135$70,4650.02%
106INTER PARFUMS INCINTR535$70,3580.02%
107D R HORTON INC23331A109500$69,9100.02%
108CONOCOPHILLIPSCOP698$69,2210.02%
109QUANTUM COMPUTING INCQUBT4,150$68,6830.02%
110ISHARES TR464287598370$68,4980.02%
111TRINITY INDS INC8965221091,950$68,4450.02%
112SOUTHWEST AIRLS CO8447411082,000$67,2400.02%
113MESA LABS INC59064R109500$65,9350.02%
114VANGUARD INDEX FDS922908629245$64,7120.02%
115TEXTRON INCTXT822$62,8750.02%
116BK OF AMERICA CORP06050568250$60,9630.02%
117AMERICAN EXPRESS COAXP200$59,3580.02%
118BLACK HILLS CORPBKH1,000$58,5200.02%
119MCDONALDS CORPMCD200$57,9780.02%
120VANGUARD INDEX FDS922908751240$57,6670.02%
121STEEL DYNAMICS INCSTLD500$57,0350.02%
122SCHWAB STRATEGIC TR8085248472,580$54,3390.02%
123INVESCO EXCHANGE TRADED FD TIVZ1,431$53,5480.02%
124SPDR SERIES TRUST78464A2921,620$53,4440.02%
125EVERGY INCEVRG842$51,8250.02%
126LOWES COS INC548661107207$51,0880.02%
127GILEAD SCIENCES INCGILD550$50,8040.02%
128ISHARES TR464287648169$48,6420.01%
129PEPSICO INCPEP300$45,6180.01%
130ENERGY TRANSFER L PET-PI2,325$45,5470.01%
131ORACLE CORPORCL-PD252$41,9930.01%
132ISHARES TR464287457500$40,9900.01%
133INVESCO EXCHNG TRADED FD TRIVZ3,500$40,3550.01%
134XPO LOGISTICS INCXPO290$38,0340.01%
135M & T BK CORP55261F104200$37,6020.01%
136COSTCO WHSL CORP NEW22160K10540$36,6510.01%
137STARBUCKS CORPSBUX400$36,5000.01%
138GE VERNOVA INCGEV109$35,8530.01%
139AUTOZONE INCAZO11$35,2220.01%
140SPROUTS FMRS MKT INC85208M102275$34,9440.01%
141PHILLIPS 66PSX299$34,0650.01%
142THE TRADE DESK INC88339J105280$32,9080.01%
143CBRE GROUP INCCBRE250$32,8230.01%
144ARCHER DANIELS MIDLAND COADM617$31,1710.01%
145INVESCO EXCHANGE TRADED FD TIVZ450$30,1640.01%
146MONDELEZ INTL INC609207105500$29,8650.01%
147FORD MTR CO DEL3453708603,000$29,7000.01%
148SUN LIFE FINL INCSUNFF500$29,6700.01%
149PACER FDS TR69374H881525$29,6520.01%
150ASML HOLDING N VASMLF42$29,1090.01%
151FASTENAL COFAST400$28,7640.01%
152COPART INCCPRT496$28,4650.01%
153INTERACTIVE BROKERS GROUP IN45841N107160$28,2670.01%
154HONEYWELL INTL INC438516106124$28,0100.01%
155EXPEDIA GROUP INCEXPE150$27,9500.01%
156VANGUARD SCOTTSDALE FDS92206C664300$26,7990.01%
157ALLISON TRANSMISSION HLDGSALSN240$25,9340.01%
158GENPACT LIMITEDG600$25,7700.01%
159WISDOMTREE TRWT565$25,5780.01%
160FIRST TR NASDAQ ABA CMNTY BK33736Q104460$25,5540.01%
161CONSTELLATION ENERGY CORPCEG113$25,2790.01%
162VITESSE ENERGY INCVTS1,000$25,0000.01%
163SOLVENTUM CORPSOLV375$24,7730.01%
164ISHARES TR464287226250$24,2250.01%
165AFLAC INCAFL226$23,3770.01%
166RIVIAN AUTOMOTIVE INCRIVN1,744$23,1950.01%
167SYSCO CORPSYY300$22,9380.01%
168EMCOR GROUP INCEME50$22,6950.01%
169TAIWAN SEMICONDUCTOR MFG LTD874039100113$22,3160.01%
170EXPEDITORS INTL WASH INC302130109200$22,1540.01%
171ENNIS INCEBF1,000$21,0900.01%
172UNITED RENTALS INCURI29$20,4290.01%
173ISHARES INC46434G103384$20,0520.01%
174ISHARES GOLD TRUSTIAU400$19,8040.01%
175ONEOK INC NEWOKE197$19,7790.01%
176METLIFE INCMET-PF241$19,7330.01%
177DUKE ENERGY CORP NEWDUKB175$18,8550.01%
178DOCUSIGN INCDOCU200$17,9880.01%
179ISHARES TR464287242160$17,0940.01%
180FULL HSE RESORTS INC3596781094,100$16,7280.00%
181FLAHERTY & CRUMRINE TOTAL REFLC1,000$16,7000.00%
182BALL CORPBALL300$16,5390.00%
183PRINCIPAL FINL GROUP INCPFG211$16,3340.00%
184OMEROS CORPOMER1,650$16,3020.00%
185CLOROX CO DELCLX100$16,2410.00%
186ARM HOLDINGS PLC042068205131$16,1600.00%
187ARCOSA INCACA166$16,0590.00%
188ALLSTATE CORPALL-PJ83$16,0020.00%
189MEDTRONIC PLCMDT200$15,9760.00%
190ISHARES TR464288646300$15,5100.00%
191ISHARES TR46428765570$15,4670.00%
192SYMBOTIC INCSYM650$15,4120.00%
193BADGER METER INCBMI72$15,2730.00%
194STELLANTIS N.VSTLA1,162$15,1640.00%
195UNILEVER PLCUNLYF267$15,1390.00%
196SHOPIFY INCSHOP140$14,8860.00%
197HUBSPOT INCHUBS21$14,6320.00%
198KINDER MORGAN INC DELEP-PC534$14,6320.00%
199MICRON TECHNOLOGY INCMU170$14,3070.00%
200BROWN & BROWN INCBRO136$13,8750.00%
201CYBERARK SOFTWARE LTDM2682V10840$13,3260.00%
202ANHEUSER BUSCH INBEV SA/NVBUDFF259$12,9680.00%
203EXELON CORPEXC340$12,7980.00%
204ISHARES TR464287499144$12,7300.00%
205FIRSTENERGY CORPFE308$12,2520.00%
206VANGUARD INDEX FDS922908553134$11,9370.00%
207RAYTHEON TECHNOLOGIES CORPRTX100$11,5720.00%
208TRANSDIGM GROUP INCTDG9$11,4060.00%
209GE HEALTHCARE TECHNOLOGIESGEHC145$11,3360.00%
210ADOBE SYS INCADBE25$11,1170.00%
211OLLIES BARGAIN OUTLET HLDGS681116109100$10,9730.00%
212RLI CORPRLI66$10,8790.00%
213EQUIFAX INCEFX42$10,7040.00%
214PRIMERICA INCPRI38$10,3140.00%
215SPIRIT AEROSYSTEMS HLDGS INC848574109300$10,2240.00%
216W R BERKLEY CORPORATIONWRB-PH163$9,5390.00%
217SPDR SERIES TRUST78464A490260$9,4070.00%
218PINNACLE WEST CAP CORPPNW110$9,3250.00%
219LANDSTAR SYS INCLSTR54$9,2800.00%
220ARCH CAP GROUP LTDG0450A10599$9,1430.00%
221EA SERIES TRUST02072L722334$9,1080.00%
222UNITEDHEALTH GROUP INCUNH18$9,1050.00%
223HOST HOTELS & RESORTS INCHST511$8,9530.00%
224AMPHENOL CORP NEW032095101128$8,8900.00%
225VISA INCV28$8,8490.00%
226ROSS STORES INCROST58$8,7740.00%
227MARKEL CORPMKL5$8,6310.00%
228GRACO INCGGG99$8,3450.00%
229WD-40 COWDFC34$8,2510.00%
230SELECT SECTOR SPDR TR81369Y70460$7,9060.00%
231ACCENTURE PLC IRELANDACN22$7,7390.00%
232NUVEEN SELECT TAX-FREE INCOMNU510$7,7270.00%
233VANGUARD STAR FD921909768128$7,5430.00%
234BROOKFIELD CORP11271J107127$7,2960.00%
235CHECK POINT SOFTWARE TECH LTM2246510438$7,0950.00%
236B & G FOODS INCBGS1,000$6,8900.00%
237HENRY JACK & ASSOC INC42628110139$6,8370.00%
238DATADOG INCDDOG47$6,7160.00%
239ZSCALER INCZS37$6,6750.00%
240ADAMS DIVERSIFIED EQUITY FD006212104313$6,3230.00%
241CDW CORPCDW34$5,9170.00%
242AON PLCAON16$5,7470.00%
243ANALOG DEVICES INCADI27$5,7360.00%
244TJX COS INC NEW87254010946$5,5570.00%
245KYNDRYL HLDGS INCKD160$5,5360.00%
246FEDEX CORPFDX19$5,3450.00%
247CONSTELLATION BRANDS INCSTZ24$5,3040.00%
248FIRST TR EXCHANGE TRADED FD33734X84675$4,7590.00%
249CONAGRA BRANDS INCCAG164$4,5510.00%
250AURINIA PHARMACEUTICALS INCAUPH500$4,4900.00%
251ILLINOIS TOOL WKS INC45230810917$4,3110.00%
252NEXPOINT RESIDENTIAL TR INCNXRT95$3,9660.00%
253LABCORP HOLDINGS INCLH17$3,8980.00%
254NEWS CORP NEWNWSLL138$3,8010.00%
255VANGUARD TAX-MANAGED FDS92194385879$3,7780.00%
256BIO-TECHNE CORPTECH52$3,7460.00%
257FIRSTCASH HOLDINGS INCFCFS36$3,7300.00%
258LAMB WESTON HLDGS INCLW54$3,6090.00%
259CANADIAN NATL RY CO13637510234$3,4510.00%
260BALCHEM CORPBCPC20$3,2600.00%
261ENERGY FUELS INCUUUU615$3,1550.00%
262PARAMOUNT GLOBAL92556H206248$2,5940.00%
263CARNIVAL CORPCUKPF100$2,4920.00%
264BORR DRILLING LTDBORR617$2,4060.00%
265VANGUARD INTL EQUITY INDEX F92204285851$2,2460.00%
266COGNEX CORPCGNX60$2,1520.00%
267BRISTOL MYERS SQUIBB COCELG-RI37$2,0930.00%
268BROWN FORMAN CORPBF-B55$2,0890.00%
269INNOVATIVE INDL PPTYS INCINHD30$1,9990.00%
270ADVISORSHARES TR00768Y495750$1,8150.00%
271DOW INCDOW42$1,6850.00%
272ISHARES TR46428828118$1,6030.00%
273LIBERTY BROADBAND CORPLBRDP21$1,5700.00%
274ERICSSON294821608150$1,2090.00%
275LIBERTY MEDIA CORP DELFWONB15$1,0210.00%
276BEYOND MEAT INCBYND200$7520.00%
277ON HLDG AGH5919C10411$6020.00%
278WARNER BROS DISCOVERY INCWBD41$4330.00%
279TILRAY BRANDS INCTLRY154$2050.00%
280VIATRIS INCVTRS14$1740.00%
281QURATE RETAIL INC74915M100115$380.00%