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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 2025 · Filed July 22, 2025 · Accession 0001512779-25-000009

Total Value
$328.8M
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELEVATION SERIES TRUST2103221034,309,833$160.9M48.94%
2ELEVATION SERIES TRUST210322301878,222$47.9M14.56%
3SCHWAB STRATEGIC TR808524797926,301$24.5M7.47%
4JPMORGAN CHASE & COVYLD57,220$16.6M5.04%
5COHEN & STEERS INFRASTRUCTUR19248A109407,843$11.0M3.34%
6SCHWAB STRATEGIC TR808524102387,800$9.2M2.81%
7BERKSHIRE HATHAWAY INC DELBRK-A9,673$4.7M1.43%
8SRH TOTAL RETURN FUND INCSTEW187,837$3.3M1.01%
9EVERCORE INCEVR11,525$3.1M0.95%
10ISHARES TR4642872004,879$3.0M0.92%
11VANGUARD INDEX FDS9229083635,121$2.9M0.88%
12MICROSOFT CORPMSFT5,522$2.7M0.84%
13VANGUARD GROUP92190884412,863$2.6M0.80%
14AMERICAN CENTY ETF TR02507234937,238$2.5M0.77%
15WALMART INCWMT18,200$1.8M0.54%
16VANGUARD WHITEHALL FDS INC92194640612,254$1.6M0.50%
17BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.44%
18APPLE INCAAPL6,764$1.4M0.42%
19WILLIS TOWERS WATSON PUB LTDWTW4,486$1.4M0.42%
20SOUTHERN COSOMN12,525$1.2M0.35%
21NVIDIA CORPNVDA5,915$934,5110.28%
22ETF SER SOLUTIONS26922A26323,400$825,1920.25%
23NRG ENERGY INCNRG4,750$762,7550.23%
24TESLA INCTSLA2,105$668,6740.20%
25VANGUARD BD INDEX FD INC9219378278,000$629,6000.19%
26DISNEY WALT CO2546871065,065$628,1110.19%
27SCHWAB STRATEGIC TR80852430021,160$618,0840.19%
28SPDR SERIES TRUST78464A7634,460$605,3560.18%
29SCHWAB STRATEGIC TR80852487020,838$555,9580.17%
30COCA COLA COKO7,615$538,7510.16%
31KROGER COKR7,175$514,6630.16%
32VANGUARD SCOTTSDALE FDS92206C4095,961$473,9000.14%
33PAYCHEX INCPAYX3,168$460,8170.14%
34FIRST WATCH RESTAURANT GROUPFWRG27,395$439,4160.13%
35META PLATFORMS INCMETA589$434,7350.13%
36PROCTER AND GAMBLE CO7427181092,661$423,9710.13%
37KIMBERLY CLARK CORPKMB3,125$402,8750.12%
38ALPHABET INCGOOG2,273$400,5710.12%
39CHEVRON CORP NEWCVX2,527$361,8410.11%
40PAYPAL HLDGS INCPYPL4,422$328,6430.10%
41DRAFTKINGS INC NEWDKNG7,644$327,8510.10%
42SCHWAB STRATEGIC TR80852480514,489$320,2110.10%
43UNION PAC CORPUNP1,300$299,1040.09%
44CINCINNATI FINL CORP1720621011,866$277,8850.08%
45SELECT SECTOR SPDR TR81369Y8031,007$255,0030.08%
46INVESCO EXCHNG TRADED FD TRIVZ4,075$251,3050.08%
47STANLEY BLACK & DECKER INCSWK3,709$251,2640.08%
48ISHARES TR4642878042,129$232,6780.07%
49VANGUARD INDEX FDS922908769741$225,2120.07%
50ISHARES TR4642878461,450$218,7670.07%
51UBER TECHNOLOGIES INCUBER2,293$213,9370.07%
52SCHWAB STRATEGIC TR8085248399,106$211,6230.06%
53JOHNSON & JOHNSONJNJ1,380$210,7950.06%
54HOME DEPOT INCHD572$209,5940.06%
55LILLY ELI & COLLY267$208,1350.06%
56GFL ENVIRONMENTAL INCGFL4,000$201,8400.06%
57TARGET CORPTGT2,000$197,3000.06%
58EBAY INC.EBAY2,554$190,1670.06%
59SCHWAB STRATEGIC TR8085248627,610$185,5320.06%
60GENUINE PARTS COGPC1,526$185,1070.06%
61MERCK & CO INCMRK2,267$179,4560.05%
62REALTY INCOME CORPO3,100$178,5910.05%
63INTERNATIONAL BUSINESS MACHSINTR600$176,8680.05%
64COINBASE GLOBAL INCCOIN500$175,2450.05%
65TANGER FACTORY OUTLET CTRS ISKT5,700$174,3060.05%
66SCHWAB CHARLES CORP NEWSCHW-PJ1,855$169,2500.05%
67CISCO SYS INCCSCO2,400$166,5120.05%
68ISHARES TR4642871681,232$163,6220.05%
69INVESCO QQQ TRIVZ295$162,7340.05%
70INTEL CORPINTC6,862$153,7090.05%
713M COMMM1,000$152,2400.05%
72ISHARES TR464287614356$151,1500.05%
73ISHARES TR4642875072,410$149,4680.05%
74AMAZON COM INCAMZN660$144,7970.04%
75EXXON MOBIL CORPXOM1,293$139,3850.04%
76TRAVELERS COMPANIES INCTRV515$137,7830.04%
77PIMCO ETF TR72201R8171,400$136,2340.04%
78CITIGROUP INCC-PR1,550$131,9360.04%
79KELLANOVABEKE1,650$131,2250.04%
80BANK AMER CORP0605051042,681$126,8650.04%
81AT&T INCT-PC4,334$125,4370.04%
82ALPHABET INCGOOG700$124,1730.04%
83PFIZER INCPFE5,118$124,0600.04%
84SEMPRA ENERGYSREA1,600$121,2320.04%
85SCHWAB STRATEGIC TR8085244094,140$114,5540.03%
86MORGAN STANLEYMS-PQ806$113,4810.03%
87GENERAL ELECTRIC CO369604301437$112,4790.03%
88WELLS FARGO CO NEW9497461011,400$112,1680.03%
89GETTY RLTY CORP NEW3742971093,970$109,7270.03%
90VERIZON COMMUNICATIONS INCVZ2,515$108,8240.03%
91FORWARD AIR CORPFWRD4,390$107,7310.03%
92GAMING & LEISURE PPTYS INC36467J1082,305$107,6000.03%
93GREEN BRICK PARTNERS INCGRBK-PA1,710$107,5250.03%
94EA SERIES TRUST02072L1022,400$105,6240.03%
95AMERICAN ELEC PWR CO INC0255371011,000$103,7600.03%
96INTERCONTINENTAL EXCHANGE IN45866F104500$91,7350.03%
97CAPITOL FED FINL INC14057J10115,000$91,5000.03%
98STAG INDL INC85254J1022,500$90,7000.03%
99ISHARES TR46432F8421,026$85,6500.03%
100EQUITY BANCSHARES INCEQBK2,087$85,1680.03%
101BOEING COBA-PA405$84,8600.03%
102QUANTUM COMPUTING INCQUBT4,150$79,5560.02%
103TOLL BROTHERS INCTOL650$74,1850.02%
104INTUITIVE SURGICAL INCISRG135$73,3600.02%
105ISHARES TR464287598370$71,8650.02%
106SHAKE SHACK INCSHAK500$70,3000.02%
107VANGUARD INDEX FDS922908629245$68,5580.02%
108MERITAGE HOMES CORPMTH1,000$66,9700.02%
109TEXTRON INCTXT822$65,9980.02%
110SOUTHWEST AIRLS CO8447411082,000$64,8800.02%
111D R HORTON INC23331A109500$64,4600.02%
112STEEL DYNAMICS INCSTLD500$64,0050.02%
113AMERICAN EXPRESS COAXP200$63,7960.02%
114CONOCOPHILLIPSCOP698$62,6390.02%
115LYFT INCLYFT3,925$61,8580.02%
116MAPLEBEAR INCCART1,350$61,0740.02%
117GILEAD SCIENCES INCGILD550$60,9790.02%
118BK OF AMERICA CORP06050568250$60,6500.02%
119TIDAL TRUST III45259A5143,101$59,8510.02%
120MCDONALDS CORPMCD200$58,4340.02%
121INVESCO EXCHANGE TRADED FD TIVZ1,431$58,3560.02%
122GE VERNOVA INCGEV109$57,6770.02%
123PACER FDS TR69374H8811,040$57,3040.02%
124VANGUARD INDEX FDS922908751240$56,8750.02%
125BLACK HILLS CORPBKH1,000$56,1000.02%
126ORACLE CORPORCL-PD252$55,0950.02%
127SCHWAB STRATEGIC TR8085248472,600$55,0120.02%
128EVERGY INCEVRG797$54,9370.02%
129SPDR SERIES TRUST78464A2921,620$51,4510.02%
130ISHARES TR464287648169$48,3100.01%
131MESA LABS INC59064R109500$47,1100.01%
132LOWES COS INC548661107207$45,9270.01%
133ALLISON TRANSMISSION HLDGSALSN468$44,4550.01%
134ENERGY TRANSFER L PET-PI2,325$42,1520.01%
135ISHARES TR464287457500$41,4300.01%
136AUTOZONE INCAZO11$40,8350.01%
137COSTCO WHSL CORP NEW22160K10540$39,5980.01%
138INVESCO EXCHNG TRADED FD TRIVZ3,500$38,9550.01%
139M & T BK CORP55261F104200$38,7980.01%
140INSTALLED BLDG PRODS INC45780R101205$36,9660.01%
141STARBUCKS CORPSBUX400$36,6520.01%
142XPO LOGISTICS INCXPO290$36,6240.01%
143CONSTELLATION ENERGY CORPCEG113$36,4720.01%
144PHILLIPS 66PSX299$35,6710.01%
145CBRE GROUP INCCBRE250$35,0300.01%
146TRINITY INDS INC8965221091,250$33,7630.01%
147ASML HOLDING N VASMLF42$33,6580.01%
148FASTENAL COFAST800$33,6000.01%
149SUN LIFE FINL INCSUNFF500$33,2250.01%
150HONEYWELL INTL INC438516106124$28,8770.01%
151WISDOMTREE TRWT565$26,8210.01%
152EMCOR GROUP INCEME50$26,7450.01%
153VANGUARD SCOTTSDALE FDS92206C664300$26,1660.01%
154TAIWAN SEMICONDUCTOR MFG LTD874039100113$25,5930.01%
155SYMBOTIC INCSYM650$25,2530.01%
156ISHARES GOLD TRUSTIAU400$24,9440.01%
157FIRST TR NASDAQ ABA CMNTY BK33736Q104460$24,9320.01%
158ISHARES TR464287226250$24,8000.01%
159COPART INCCPRT496$24,3390.01%
160DEXCOM INCDXCM275$24,0050.01%
161AFLAC INCAFL226$23,8340.01%
162ISHARES INC46434G103384$23,0520.01%
163EXPEDITORS INTL WASH INC302130109200$22,8500.01%
164SYSCO CORPSYY300$22,7220.01%
165VITESSE ENERGY INCVTS1,000$22,0900.01%
166ARM HOLDINGS PLC042068205131$21,1880.01%
167DUKE ENERGY CORP NEWDUKB175$20,6500.01%
168THE TRADE DESK INC88339J105280$20,1570.01%
169METLIFE INCMET-PF241$19,3810.01%
170ENNIS INCEBF1,000$18,1400.01%
171ANHEUSER BUSCH INBEV SA/NVBUDFF259$17,7980.01%
172BADGER METER INCBMI72$17,6360.01%
173MEDTRONIC PLCMDT200$17,4340.01%
174FLAHERTY & CRUMRINE TOTAL REFLC1,000$17,0000.01%
175PRINCIPAL FINL GROUP INCPFG211$16,7600.01%
176SPROUTS FMRS MKT INC85208M102100$16,4640.01%
177UNILEVER PLCUNLYF267$16,3320.00%
178CYBERARK SOFTWARE LTDM2682V10840$16,2750.00%
179UNITEDHEALTH GROUP INCUNH52$16,2220.00%
180SHOPIFY INCSHOP140$16,1490.00%
181ONEOK INC NEWOKE197$16,0810.00%
182J P MORGAN EXCHANGE TRADED46641Q332280$15,9180.00%
183ISHARES TR464288646300$15,8280.00%
184KINDER MORGAN INC DELEP-PC534$15,7000.00%
185DOCUSIGN INCDOCU200$15,5780.00%
186ISHARES TR46428765570$15,1050.00%
187BROWN & BROWN INCBRO136$15,0780.00%
188EXELON CORPEXC340$14,7630.00%
189RAYTHEON TECHNOLOGIES CORPRTX100$14,6020.00%
190ARCOSA INCACA166$14,3940.00%
191ALLSTATE CORPALL-PJ68$13,6890.00%
192TRANSDIGM GROUP INCTDG9$13,6860.00%
193ISHARES TR464287499144$13,2440.00%
194PEPSICO INCPEP100$13,2040.00%
195AMPHENOL CORP NEW032095101128$12,6400.00%
196SIRIUSXM HOLDINGS INC829933100544$12,4960.00%
197FIRSTENERGY CORPFE308$12,4000.00%
198CLOROX CO DELCLX100$12,0070.00%
199W R BERKLEY CORPORATIONWRB-PH163$11,9760.00%
200HUBSPOT INCHUBS21$11,6890.00%
201ZSCALER INCZS37$11,6160.00%
202SPIRIT AEROSYSTEMS HLDGS INC848574109300$11,4450.00%
203VANGUARD INDEX FDS922908553125$11,1330.00%
204SAIA INCSAIA40$10,9600.00%
205EQUIFAX INCEFX42$10,8940.00%
206GE HEALTHCARE TECHNOLOGIESGEHC145$10,7400.00%
207PRIMERICA INCPRI38$10,3990.00%
208RIVIAN AUTOMOTIVE INCRIVN744$10,2230.00%
209MARKEL CORPMKL5$9,9870.00%
210VISA INCV28$9,9410.00%
211PINNACLE WEST CAP CORPPNW110$9,8420.00%
212ADOBE SYS INCADBE25$9,6720.00%
213RLI CORPRLI132$9,5330.00%
214SOLVENTUM CORPSOLV125$9,4800.00%
215EA SERIES TRUST02072L722334$9,0650.00%
216ARCH CAP GROUP LTDG0450A10599$9,0140.00%
217SELECT SECTOR SPDR TR81369Y70460$8,8510.00%
218VANGUARD STAR FD921909768128$8,8440.00%
219GRACO INCGGG99$8,5110.00%
220CHECK POINT SOFTWARE TECH LTM2246510438$8,4080.00%
221BROOKFIELD CORP11271J107127$7,8550.00%
222HOST HOTELS & RESORTS INCHST511$7,8490.00%
223WD-40 COWDFC34$7,7550.00%
224LANDSTAR SYS INCLSTR54$7,5070.00%
225ROSS STORES INCROST58$7,4000.00%
226NUVEEN SELECT TAX-FREE INCOMNU510$7,1660.00%
227HENRY JACK & ASSOC INC42628110139$7,0270.00%
228FIVE BELOW INCFIVE52$6,8210.00%
229ADAMS DIVERSIFIED EQUITY FD006212104313$6,7950.00%
230ACCENTURE PLC IRELANDACN22$6,5760.00%
231ANALOG DEVICES INCADI27$6,4270.00%
232DATADOG INCDDOG47$6,3140.00%
233CDW CORPCDW34$6,0720.00%
234AON PLCAON16$5,7080.00%
235TJX COS INC NEW87254010946$5,6810.00%
236GENPACT LIMITEDG121$5,3250.00%
237FIRSTCASH HOLDINGS INCFCFS36$4,8650.00%
238LABCORP HOLDINGS INCLH17$4,4630.00%
239FEDEX CORPFDX19$4,3190.00%
240ILLINOIS TOOL WKS INC45230810917$4,2030.00%
241NEWS CORP NEWNWSLL138$4,1010.00%
242GENTEX CORPGNTX184$4,0460.00%
243CONSTELLATION BRANDS INCSTZ24$3,9040.00%
244CANADIAN NATL RY CO13637510234$3,5370.00%
245CONAGRA BRANDS INCCAG164$3,3570.00%
246PARAMOUNT GLOBAL92556H206248$3,1990.00%
247BALCHEM CORPBCPC20$3,1840.00%
248NEXPOINT RESIDENTIAL TR INCNXRT95$3,1650.00%
249CARNIVAL CORPCUKPF100$2,8120.00%
250LAMB WESTON HLDGS INCLW54$2,8000.00%
251BIO-TECHNE CORPTECH52$2,6750.00%
252VANGUARD TAX-MANAGED FDS92194385835$1,9950.00%
253SHIFT4 PMTS INC82452J10920$1,9820.00%
254COGNEX CORPCGNX60$1,9030.00%
255INNOVATIVE INDL PPTYS INCINHD30$1,6570.00%
256BROWN FORMAN CORPBF-B55$1,4800.00%
257STELLANTIS N.VSTLA127$1,2740.00%
258ERICSSON294821608150$1,2720.00%
259DOW INCDOW42$1,1120.00%
260VANGUARD INTL EQUITY INDEX F92204285822$1,0880.00%
261FULL HSE RESORTS INC359678109232$8490.00%
262ISHARES TR4642882818$7410.00%
263BEYOND MEAT INCBYND200$6980.00%
264ON HLDG AGH5919C10411$5730.00%
265NEWSMAX INCNMAX20$3030.00%
266OMEROS CORPOMER50$1500.00%
267VIATRIS INCVTRS14$1250.00%
268TILRAY BRANDS INCTLRY154$640.00%