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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 2025 · Filed May 5, 2025 · Accession 0001512779-25-000006

Total Value
$323.9M
Positions
269
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (269)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELEVATION SERIES TRUST2103221034,307,073$153.5M47.39%
2ELEVATION SERIES TRUST210322301878,174$49.7M15.33%
3SCHWAB STRATEGIC TR808524797942,552$26.4M8.14%
4JPMORGAN CHASE & COVYLD57,220$14.0M4.33%
5COHEN & STEERS INFRASTRUCTUR19248A109407,811$10.4M3.22%
6SCHWAB STRATEGIC TR808524102387,784$8.3M2.58%
7BERKSHIRE HATHAWAY INC DELBRK-A7$5.6M1.73%
8BERKSHIRE HATHAWAY INC DELBRK-A9,673$5.2M1.59%
9VANGUARD INDEX FDS9229083638,996$4.6M1.43%
10SRH TOTAL RETURN FUND INCSTEW186,995$3.2M1.00%
11ISHARES TR4642872004,677$2.6M0.81%
12VANGUARD GROUP92190884412,863$2.5M0.77%
13EVERCORE INCEVR11,900$2.4M0.73%
14MICROSOFT CORPMSFT5,563$2.1M0.64%
15AMERICAN CENTY ETF TR02507234928,788$1.9M0.58%
16WALMART INCWMT18,192$1.6M0.49%
17VANGUARD WHITEHALL FDS INC92194640612,254$1.6M0.49%
18WILLIS TOWERS WATSON PUB LTDWTW4,486$1.5M0.47%
19APPLE INCAAPL6,763$1.5M0.46%
20SOUTHERN COSOMN12,525$1.2M0.36%
21ETF SER SOLUTIONS26922A26323,400$824,7920.25%
22NRG ENERGY INCNRG8,000$763,6800.24%
23TESLA INCTSLA2,725$706,2110.22%
24NVIDIA CORPNVDA5,915$641,0680.20%
25VANGUARD BD INDEX FD INC9219378278,000$626,2400.19%
26KIMBERLY CLARK CORPKMB4,275$607,9910.19%
27SPDR SERIES TRUST78464A7634,460$605,1330.19%
28SCHWAB STRATEGIC TR80852487020,838$560,3340.17%
29COCA COLA COKO7,598$544,1530.17%
30ALPHABET INCGOOG3,503$541,7040.17%
31SCHWAB STRATEGIC TR80852430021,160$529,8460.16%
32FIRST WATCH RESTAURANT GROUPFWRG31,395$522,7270.16%
33DISNEY WALT CO2546871065,065$499,9160.15%
34PAYCHEX INCPAYX3,168$488,7590.15%
35KROGER COKR7,175$485,6760.15%
36VANGUARD SCOTTSDALE FDS92206C4095,961$470,5610.15%
37PROCTER AND GAMBLE CO7427181092,657$452,8530.14%
38CHEVRON CORP NEWCVX2,527$422,7420.13%
39META PLATFORMS INCMETA569$327,9490.10%
40UNION PAC CORPUNP1,300$307,1120.09%
41PAYPAL HLDGS INCPYPL4,422$288,5360.09%
42SCHWAB STRATEGIC TR80852480514,460$286,0280.09%
43CINCINNATI FINL CORP1720621011,866$275,6460.09%
44INVESCO EXCHNG TRADED FD TRIVZ4,075$251,5090.08%
45STANLEY BLACK & DECKER INCSWK3,183$244,7170.08%
46DRAFTKINGS INC NEWDKNG7,224$239,9090.07%
47JOHNSON & JOHNSONJNJ1,380$228,8590.07%
48ISHARES TR4642878042,129$222,6300.07%
49LILLY ELI & COLLY267$220,5180.07%
50SCHWAB STRATEGIC TR8085248399,106$210,8950.07%
51HOME DEPOT INCHD571$209,3750.06%
52TARGET CORPTGT2,000$208,7200.06%
53SELECT SECTOR SPDR TR81369Y8031,007$207,9250.06%
54VANGUARD INDEX FDS922908769741$203,6560.06%
55MERCK & CO INCMRK2,267$203,4860.06%
56ISHARES TR4642878461,450$197,3450.06%
57TANGER FACTORY OUTLET CTRS ISKT5,700$192,6030.06%
58SCHWAB STRATEGIC TR8085248627,610$185,2270.06%
59GENUINE PARTS COGPC1,513$180,2200.06%
60REALTY INCOME CORPO3,100$179,8310.06%
61VICI PPTYS INC9256521095,464$178,2360.06%
62EBAY INC.EBAY2,553$172,9400.05%
63UBER TECHNOLOGIES INCUBER2,293$167,0680.05%
64ISHARES TR4642871681,232$165,4450.05%
65INTEL CORPINTC6,862$155,8360.05%
66EXXON MOBIL CORPXOM1,293$153,7760.05%
67INTERNATIONAL BUSINESS MACHSINTR600$149,1960.05%
68CISCO SYS INCCSCO2,400$148,1040.05%
693M COMMM1,000$146,8600.05%
70SCHWAB CHARLES CORP NEWSCHW-PJ1,855$145,2090.04%
71GFL ENVIRONMENTAL INCGFL3,000$144,9300.04%
72ISHARES TR4642875072,410$140,6240.04%
73GENERAL MLS INC3703341042,350$140,5070.04%
74INVESCO QQQ TRIVZ295$138,3310.04%
75TRAVELERS COMPANIES INCTRV515$136,1970.04%
76KELLANOVABEKE1,650$136,1090.04%
77PIMCO ETF TR72201R8171,400$135,4780.04%
78PFIZER INCPFE5,118$129,6900.04%
79ISHARES TR464287614356$128,5480.04%
80AT&T INCT-PC4,322$122,2300.04%
81GETTY RLTY CORP NEW3742971093,904$121,7240.04%
82GAMING & LEISURE PPTYS INC36467J1082,267$115,4000.04%
83SEMPRA ENERGYSREA1,600$114,1760.04%
84VERIZON COMMUNICATIONS INCVZ2,515$114,0800.04%
85BANK AMER CORP0605051042,681$111,8780.03%
86SCHWAB STRATEGIC TR8085244094,140$110,0410.03%
87CITIGROUP INCC-PR1,550$110,0350.03%
88ALPHABET INCGOOG700$109,3610.03%
89AMERICAN ELEC PWR CO INC0255371011,000$109,2700.03%
90EA SERIES TRUST02072L1022,400$102,3600.03%
91WELLS FARGO CO NEW9497461011,400$100,5060.03%
92GREEN BRICK PARTNERS INCGRBK-PA1,710$99,7100.03%
93MORGAN STANLEYMS-PQ801$93,4160.03%
94AMAZON COM INCAMZN490$93,2270.03%
95STAG INDL INC85254J1022,500$90,3000.03%
96FORWARD AIR CORPFWRD4,390$88,1950.03%
97GENERAL ELECTRIC CO369604301437$87,4660.03%
98INTERCONTINENTAL EXCHANGE IN45866F104500$86,2500.03%
99COINBASE GLOBAL INCCOIN500$86,1150.03%
100CAPITOL FED FINL INC14057J10115,000$84,0000.03%
101EQUITY BANCSHARES INCEQBK2,079$81,9070.03%
102ISHARES TR46432F8421,026$77,6170.02%
103CONOCOPHILLIPSCOP698$73,3040.02%
104MERITAGE HOMES CORPMTH1,000$70,8800.02%
105ISHARES TR464287598370$69,6190.02%
106BOEING COBA-PA405$69,0730.02%
107TOLL BROTHERS INCTOL650$68,6340.02%
108SOUTHWEST AIRLS CO8447411082,000$67,1600.02%
109INTUITIVE SURGICAL INCISRG135$66,8610.02%
110D R HORTON INC23331A109500$63,5650.02%
111VANGUARD INDEX FDS922908629245$63,3620.02%
112STEEL DYNAMICS INCSTLD500$62,5400.02%
113MCDONALDS CORPMCD200$62,4740.02%
114BK OF AMERICA CORP06050568250$61,7290.02%
115GILEAD SCIENCES INCGILD550$61,6280.02%
116BLACK HILLS CORPBKH1,000$60,6500.02%
117TEXTRON INCTXT822$59,3900.02%
118MESA LABS INC59064R109500$59,3300.02%
119PACER FDS TR69374H8811,040$56,9500.02%
120SCHWAB STRATEGIC TR8085248472,588$55,6590.02%
121EVERGY INCEVRG797$54,9530.02%
122TRINITY INDS INC8965221091,950$54,7170.02%
123INTER PARFUMS INCINTR475$54,0880.02%
124AMERICAN EXPRESS COAXP200$53,8100.02%
125VANGUARD INDEX FDS922908751240$53,2200.02%
126SPDR SERIES TRUST78464A2921,620$52,4720.02%
127INVESCO EXCHANGE TRADED FD TIVZ1,431$48,9400.02%
128LOWES COS INC548661107207$48,2790.01%
129PEPSICO INCPEP300$44,9820.01%
130ALLISON TRANSMISSION HLDGSALSN468$44,7740.01%
131SHAKE SHACK INCSHAK500$44,0850.01%
132ENERGY TRANSFER L PET-PI2,325$43,2220.01%
133ISHARES TR464287648169$43,1850.01%
134AUTOZONE INCAZO11$41,9410.01%
135ISHARES TR464287457500$41,3650.01%
136INVESCO EXCHNG TRADED FD TRIVZ3,500$39,2700.01%
137STARBUCKS CORPSBUX400$39,2360.01%
138COSTCO WHSL CORP NEW22160K10540$37,8310.01%
139PHILLIPS 66PSX299$36,9210.01%
140M & T BK CORP55261F104200$35,7500.01%
141ORACLE CORPORCL-PD252$35,2320.01%
142MONDELEZ INTL INC609207105500$33,9250.01%
143GE VERNOVA INCGEV109$33,2760.01%
144QUANTUM COMPUTING INCQUBT4,150$33,2000.01%
145CBRE GROUP INCCBRE250$32,6950.01%
146XPO LOGISTICS INCXPO290$31,1980.01%
147FASTENAL COFAST400$31,0200.01%
148FORD MTR CO DEL3453708603,000$30,0900.01%
149SUN LIFE FINL INCSUNFF500$28,6300.01%
150COPART INCCPRT496$28,0690.01%
151ASML HOLDING N VASMLF42$27,8300.01%
152HONEYWELL INTL INC438516106124$26,2570.01%
153SHIFT4 PMTS INC82452J109320$26,1470.01%
154AFLAC INCAFL226$25,1290.01%
155ISHARES TR464287226250$24,7300.01%
156WISDOMTREE TRWT565$24,6960.01%
157VITESSE ENERGY INCVTS1,000$24,5900.01%
158VANGUARD SCOTTSDALE FDS92206C664300$24,1950.01%
159EXPEDITORS INTL WASH INC302130109200$24,0500.01%
160FIRST TR NASDAQ ABA CMNTY BK33736Q104460$24,0490.01%
161ISHARES GOLD TRUSTIAU400$23,5840.01%
162CONSTELLATION ENERGY CORPCEG113$22,7840.01%
163SYSCO CORPSYY300$22,5120.01%
164DUKE ENERGY CORP NEWDUKB175$21,3450.01%
165ISHARES INC46434G103384$20,7240.01%
166INSTALLED BLDG PRODS INC45780R101120$20,5750.01%
167ENNIS INCEBF1,000$20,0900.01%
168ONEOK INC NEWOKE197$19,5460.01%
169METLIFE INCMET-PF241$19,3500.01%
170DEXCOM INCDXCM275$18,7800.01%
171TAIWAN SEMICONDUCTOR MFG LTD874039100113$18,7580.01%
172EMCOR GROUP INCEME50$18,4820.01%
173MEDTRONIC PLCMDT200$17,9720.01%
174PRINCIPAL FINL GROUP INCPFG211$17,8020.01%
175ISHARES TR464287242160$17,3900.01%
176ALLSTATE CORPALL-PJ83$17,1870.01%
177FULL HSE RESORTS INC3596781094,100$17,1380.01%
178BROWN & BROWN INCBRO136$16,9180.01%
179FLAHERTY & CRUMRINE TOTAL REFLC1,000$16,7800.01%
180DOCUSIGN INCDOCU200$16,2800.01%
181ANHEUSER BUSCH INBEV SA/NVBUDFF259$15,9440.00%
182UNILEVER PLCUNLYF267$15,9000.00%
183ISHARES TR464288646300$15,7110.00%
184EXELON CORPEXC340$15,6670.00%
185THE TRADE DESK INC88339J105280$15,3220.00%
186SPROUTS FMRS MKT INC85208M102100$15,2640.00%
187KINDER MORGAN INC DELEP-PC534$15,2350.00%
188CLOROX CO DELCLX100$14,7250.00%
189ARM HOLDINGS PLC042068205131$13,9890.00%
190ISHARES TR46428765570$13,9640.00%
191BADGER METER INCBMI72$13,6980.00%
192CYBERARK SOFTWARE LTDM2682V10840$13,5200.00%
193SHOPIFY INCSHOP140$13,3670.00%
194RAYTHEON TECHNOLOGIES CORPRTX100$13,2460.00%
195SYMBOTIC INCSYM650$13,1370.00%
196ARCOSA INCACA166$12,8020.00%
197TRANSDIGM GROUP INCTDG9$12,4500.00%
198FIRSTENERGY CORPFE308$12,4490.00%
199SIRIUSXM HOLDINGS INC829933100544$12,2640.00%
200ISHARES TR464287499144$12,2500.00%
201HUBSPOT INCHUBS21$11,9970.00%
202GE HEALTHCARE TECHNOLOGIESGEHC145$11,7030.00%
203W R BERKLEY CORPORATIONWRB-PH163$11,5990.00%
204VANGUARD INDEX FDS922908553125$11,3180.00%
205PRIMERICA INCPRI38$10,8120.00%
206RLI CORPRLI132$10,6040.00%
207PINNACLE WEST CAP CORPPNW110$10,4780.00%
208SPIRIT AEROSYSTEMS HLDGS INC848574109300$10,3380.00%
209EQUIFAX INCEFX42$10,2300.00%
210EA SERIES TRUST02072L722334$9,9200.00%
211VISA INCV28$9,8130.00%
212ADOBE SYS INCADBE25$9,5880.00%
213ARCH CAP GROUP LTDG0450A10599$9,5220.00%
214SOLVENTUM CORPSOLV125$9,5050.00%
215UNITEDHEALTH GROUP INCUNH18$9,4280.00%
216MARKEL CORPMKL5$9,3480.00%
217RIVIAN AUTOMOTIVE INCRIVN744$9,2630.00%
218CHECK POINT SOFTWARE TECH LTM2246510438$8,6610.00%
219AMPHENOL CORP NEW032095101128$8,3960.00%
220WD-40 COWDFC34$8,2960.00%
221GRACO INCGGG99$8,2670.00%
222LANDSTAR SYS INCLSTR54$8,1110.00%
223VANGUARD STAR FD921909768128$7,9490.00%
224SELECT SECTOR SPDR TR81369Y70460$7,8640.00%
225ROSS STORES INCROST58$7,4120.00%
226ZSCALER INCZS37$7,3420.00%
227NUVEEN SELECT TAX-FREE INCOMNU510$7,3290.00%
228HOST HOTELS & RESORTS INCHST511$7,2610.00%
229HENRY JACK & ASSOC INC42628110139$7,1210.00%
230ACCENTURE PLC IRELANDACN22$6,8650.00%
231BROOKFIELD CORP11271J107127$6,6560.00%
232AON PLCAON16$6,3850.00%
233GENPACT LIMITEDG121$6,0960.00%
234ADAMS DIVERSIFIED EQUITY FD006212104313$5,9440.00%
235TJX COS INC NEW87254010946$5,6030.00%
236CDW CORPCDW34$5,4490.00%
237ANALOG DEVICES INCADI27$5,4450.00%
238FIRST TR EXCHANGE TRADED FD33734X84675$4,7250.00%
239DATADOG INCDDOG47$4,6630.00%
240FEDEX CORPFDX19$4,6320.00%
241CONSTELLATION BRANDS INCSTZ24$4,4040.00%
242CONAGRA BRANDS INCCAG164$4,3740.00%
243FIRSTCASH HOLDINGS INCFCFS36$4,3320.00%
244GENTEX CORPGNTX184$4,2870.00%
245ILLINOIS TOOL WKS INC45230810917$4,2160.00%
246LABCORP HOLDINGS INCLH17$3,9570.00%
247FIVE BELOW INCFIVE52$3,8960.00%
248NEWS CORP NEWNWSLL138$3,7560.00%
249NEXPOINT RESIDENTIAL TR INCNXRT95$3,7550.00%
250BALCHEM CORPBCPC20$3,3200.00%
251CANADIAN NATL RY CO13637510234$3,3140.00%
252BIO-TECHNE CORPTECH52$3,0490.00%
253PARAMOUNT GLOBAL92556H206248$2,9660.00%
254LAMB WESTON HLDGS INCLW54$2,8780.00%
255CARNIVAL CORPCUKPF100$1,9530.00%
256BROWN FORMAN CORPBF-B55$1,8670.00%
257COGNEX CORPCGNX60$1,7900.00%
258VANGUARD TAX-MANAGED FDS92194385835$1,7790.00%
259INNOVATIVE INDL PPTYS INCINHD30$1,6230.00%
260DOW INCDOW42$1,4670.00%
261STELLANTIS N.VSTLA127$1,4240.00%
262ERICSSON294821608150$1,1640.00%
263VANGUARD INTL EQUITY INDEX F92204285822$9960.00%
264ISHARES TR4642882818$7250.00%
265BEYOND MEAT INCBYND200$6100.00%
266ON HLDG AGH5919C10411$4830.00%
267OMEROS CORPOMER50$4110.00%
268VIATRIS INCVTRS14$1220.00%
269TILRAY BRANDS INCTLRY154$1010.00%