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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 HOLDINGS REPORT

Arvest Bank Trust Division

Quarter ended Q3 2024 · Filed November 25, 2024 · Accession 0001625959-24-000002

Total Value
$1.74B
Positions
235
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (235)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P MIDCAP 400 ETF TRMDY238,509$135.9M7.83%
2ISHARES TR4642874651,412,914$118.2M6.81%
3ISHARES TR464287200175,929$101.5M5.85%
4ISHARES TR464287655313,592$69.3M3.99%
5VANGUARD TAX-MANAGED FDS9219438581,102,984$58.2M3.36%
6ISHARES TR464287309593,187$56.8M3.27%
7SPDR S&P 500 ETF TRSPY94,016$53.9M3.11%
8VANECK FDS92107P8893,007,920$48.1M2.77%
9GOLDMAN SACHS ETF TRNVGLF1,202,205$42.2M2.43%
10MANAGED PORTFOLIO SERIES56167N7201,336,942$42.0M2.42%
11APPLE INCAAPL150,855$35.1M2.03%
12INVESCO EXCHANGE TRADED FD TIVZ174,636$31.3M1.80%
13UNIFIED SER TRUFI1,106,727$30.5M1.76%
14MFS INSTL TR552966806713,131$26.6M1.53%
15JPMORGAN CHASE & CO.VYLD124,964$26.3M1.52%
16ADVISORS INNER CIRCLE FD90386H1801,155,827$25.4M1.47%
17FIRST TR EXCHANGE-TRADED FD33738D101711,021$23.9M1.38%
18LOWES COS INC54866110787,982$23.8M1.37%
19VANGUARD INTL EQUITY INDEX F922042858481,665$23.0M1.33%
20ISHARES TR464288273330,734$22.4M1.29%
21INVESCO QQQ TRIVZ44,088$21.5M1.24%
22MICRON TECHNOLOGY INCMU205,940$21.4M1.23%
23FISERV INCFISV118,793$21.3M1.23%
24OMNICOM GROUP INCOMC204,469$21.1M1.22%
25IQVIA HLDGS INCIQV88,731$21.0M1.21%
26GENERAL DYNAMICS CORPGD68,248$20.6M1.19%
27J P MORGAN EXCHANGE TRADED F46641Q191319,116$19.9M1.15%
28ISHARES TR46432F842252,819$19.7M1.14%
29BANK AMERICA CORP060505104466,908$18.5M1.07%
30VANGUARD INDEX FDS92290871034,472$18.3M1.06%
31ACCENTURE PLC IRELANDACN51,132$18.1M1.04%
32LAM RESEARCH CORPLRCX22,135$18.1M1.04%
33ABBVIE INCABBV90,977$18.0M1.04%
34FORTUNE BRANDS INNOVATIONS IFBIN196,374$17.6M1.01%
35UNION PAC CORPUNP67,515$16.6M0.96%
36TRAVELERS COMPANIES INCTRV69,678$16.3M0.94%
37WALMART INCWMT200,961$16.2M0.94%
38FRANKLIN TEMPLETON ETF TRFGDL516,567$15.7M0.91%
39CISCO SYS INCCSCO293,213$15.6M0.90%
40MICROSOFT CORPMSFT33,938$14.6M0.84%
41MONDELEZ INTL INC609207105197,437$14.5M0.84%
42JOHNSON & JOHNSONJNJ88,323$14.3M0.82%
43PFIZER INCPFE484,204$14.0M0.81%
44APPLIED MATLS INC03822210566,626$13.5M0.78%
45PROCTER AND GAMBLE CO74271810975,485$13.1M0.75%
46HONEYWELL INTL INC43851610661,858$12.8M0.74%
47RESTAURANT BRANDS INTL INC76131D103166,718$12.0M0.69%
48HP INCHPQ326,687$11.7M0.68%
49CONOCOPHILLIPSCOP109,498$11.5M0.66%
50SKYWORKS SOLUTIONS INCSWKS113,207$11.2M0.64%
51SELECT SECTOR SPDR TR81369Y20972,307$11.1M0.64%
52DTE ENERGY CODTK80,362$10.3M0.59%
53ECOLAB INCECL38,413$9.8M0.57%
54EBAY INC.EBAY148,884$9.7M0.56%
55GILEAD SCIENCES INCGILD114,979$9.6M0.56%
56DISNEY WALT CO25468710693,519$9.0M0.52%
57CAPITAL ONE FINL CORP14040H10555,353$8.3M0.48%
58VALERO ENERGY CORPVLO56,231$7.6M0.44%
59MOTOROLA SOLUTIONS INCMSI15,158$6.8M0.39%
60ALPHABET INCGOOG40,156$6.7M0.38%
61GOLDMAN SACHS ETF TRNVGLF53,020$6.0M0.35%
62VANGUARD STAR FDS921909404176,173$6.0M0.34%
63SPDR SER TR78464A698101,758$5.8M0.33%
64NVIDIA CORPORATIONNVDA32,619$4.0M0.23%
65INTERNATIONAL BUSINESS MACHSINTR14,719$3.3M0.19%
66EXXON MOBIL CORPXOM26,895$3.2M0.18%
67AMAZON COM INCAMZN16,830$3.1M0.18%
68LOCKHEED MARTIN CORPLMT5,331$3.1M0.18%
69MERCK & CO INCMRK26,072$3.0M0.17%
70CHEVRON CORP NEWCVX19,630$2.9M0.17%
71PUBLIC SVC ENTERPRISE GRP IN74457310632,056$2.9M0.16%
72AMERICAN BEACON FDS02452416773,382$2.8M0.16%
73UNILEVER PLCUNLYF42,419$2.8M0.16%
74NOVARTIS AGNVSEF23,246$2.7M0.15%
75ONEOK INC NEWOKE28,975$2.6M0.15%
76VANGUARD INDEX FDS9229083634,901$2.6M0.15%
77ISHARES TR46428750740,140$2.5M0.14%
78INTERPUBLIC GROUP COS INCINTR79,021$2.5M0.14%
79TEXAS INSTRS INC88250810411,957$2.5M0.14%
80MCDONALDS CORPMCD7,987$2.4M0.14%
81CORNING INCGLW53,861$2.4M0.14%
82SPDR DOW JONES INDL AVERAGE78467X1095,668$2.4M0.14%
83VANGUARD INDEX FDS9229086299,084$2.4M0.14%
84FRONTIER FDS INC35908Y807128,032$2.4M0.14%
85HUNTINGTON BANCSHARES INCHBANP161,989$2.4M0.14%
86PRUDENTIAL FINL INCPUKPF18,944$2.3M0.13%
87WISDOMTREE TRWT29,335$2.2M0.13%
88MFS SER TR I55273H35340,898$2.2M0.13%
89UNITED PARCEL SERVICE INCUPS15,301$2.1M0.12%
90FIDELITY CHARLES STR TR316069392169,991$2.1M0.12%
91ALLIANT ENERGY CORPLNT33,987$2.1M0.12%
92JANNRENEE LLC IMACS00019131$2.0M0.12%
93TRUIST FINL CORP89832Q10945,836$2.0M0.11%
94MANAGER DIRECTED PORTFOLIOS56170L20825,525$1.9M0.11%
95LYONDELLBASELL INDUSTRIES NLYB19,773$1.9M0.11%
96KEURIG DR PEPPER INCKDP49,582$1.9M0.11%
97BRISTOL-MYERS SQUIBB COCELG-RI33,320$1.7M0.10%
98TARGET CORPTGT10,805$1.7M0.10%
99HUNT J B TRANS SVCS INC4456581079,159$1.6M0.09%
100VANGUARD INDEX FDS9229087694,904$1.4M0.08%
101BERKSHIRE HATHAWAY INC DELBRK-A2$1.4M0.08%
102BAILLIE GIFFORD FDS05682337094,033$1.4M0.08%
103ALPHABET INCGOOG8,017$1.3M0.08%
104DEERE & CODE3,001$1.3M0.07%
105BANCFIRST CORPBANFP11,585$1.2M0.07%
106SPDR S&P MIDCAP 400 ETF TRMDY2,036$1.2M0.07%
107UNITEDHEALTH GROUP INCUNH1,973$1.2M0.07%
108ISHARES TR46428746512,651$1.1M0.06%
109PHILLIPS 66PSX7,666$1.0M0.06%
110LOUISIANA PAC CORPLPX9,304$999,8070.06%
111WEYERHAEUSER CO MTN BEWY29,455$997,3460.06%
112THERMO FISHER SCIENTIFIC INCTMO1,447$895,0700.05%
113HOME DEPOT INCHD2,072$839,5740.05%
114META PLATFORMS INCMETA1,405$804,2780.05%
115WASHINGTON MUT INVS FD93933010612,395$798,1750.05%
116NETFLIX INCNFLX1,106$784,4520.05%
117WILLIAM BLAIR FDS96925163623,136$696,1890.04%
118VANGUARD TAX-MANAGED FDS92194385812,318$650,5130.04%
119ISHARES TR4642876552,783$614,7360.04%
120TOUCHSTONE STRATEGIC TR89154Q56238,118$610,6650.04%
121CATERPILLAR INCCAT1,560$610,1470.04%
122SPDR S&P 500 ETF TRSPY1,044$599,0050.03%
123WASTE MGMT INC DEL94106L1092,706$561,7650.03%
124TESLA INCTSLA2,062$539,4810.03%
125AMERICAN CENTY GROWTH FDS IN02507H6018,397$529,1560.03%
126ISHARES TR464287200908$523,7520.03%
127VANECK FDS92107P88932,570$520,8010.03%
128GOLDMAN SACHS ETF TRNVGLF14,774$518,7150.03%
129OREILLY AUTOMOTIVE INC67103H107450$518,2200.03%
130PHILIP MORRIS INTL INC7181721094,133$501,7460.03%
131VANGUARD BD INDEX FDS9219376865,679$490,1650.03%
132ELI LILLY & COLLY529$468,6620.03%
133MANAGED PORTFOLIO SERIES56167N72014,848$465,9300.03%
134MASTERCARD INCORPORATEDMA932$460,2210.03%
135ENTERPRISE PRODS PARTNERS L29379210715,282$444,8590.03%
136VANGUARD INDEX FDS9229086451,360$444,4450.03%
137DODGE & COX FDS2562061037,869$438,8540.03%
138VANGUARD INDEX FDS9229086863,828$435,3500.03%
139FEDERATED HERMES EQUITY FDSFHI67,478$425,1120.02%
140INVESCO EXCHANGE TRADED FD TIVZ2,371$424,7880.02%
141AMGEN INCAMGN1,266$407,9170.02%
142FIDELITY ADVISOR SER I31580523410,658$406,1990.02%
143BLAIR WILLIAM FDS09300154313,487$405,8450.02%
144BERKSHIRE HATHAWAY INC DELBRK-A857$394,4420.02%
145COSTCO WHSL CORP NEW22160K105433$383,8630.02%
146SALESFORCE INCCRM1,388$379,9090.02%
147RANGER FDS TR75281Y20621,390$379,4610.02%
148CHIPOTLE MEXICAN GRILL INCCMG6,232$359,0870.02%
149SHERWIN WILLIAMS COSHW918$350,3730.02%
150COCA COLA COKO4,860$349,2390.02%
151TAIWAN SEMICONDUCTOR MFG LTD8740391001,989$345,4290.02%
152JPMORGAN TR I4812A14643,904$335,2280.02%
153VANGUARD INDEX FDS9229087511,405$333,2800.02%
154VISA INCV1,196$328,8400.02%
155ISHARES TR4642878872,289$319,2920.02%
156PEPSICO INCPEP1,827$310,6810.02%
157VANGUARD TAX-MANAGED FDS92194380917,803$302,1250.02%
158MFS SER TR II5529851031,442$285,4810.02%
159BROADCOM INCAVGO1,608$277,3800.02%
160REGENT CAPITAL CORPORATIONCS00019962,500$275,0000.02%
161TYSON FOODS INCTSN4,533$269,9850.02%
162VANGUARD INDEX FDS9229086601,351$267,2120.02%
163ORACLE CORPORCL-PD1,568$267,1870.02%
164FIRST TR EXCHANGE-TRADED FD33738D1017,777$261,3070.02%
165INTUITIVE SURGICAL INCISRG530$260,3730.02%
166DANAHER CORPORATION235851102914$254,1100.01%
167THE VILLAGE LIMITED PARTNERSCS00027051$250,0000.01%
168NEXTERA ENERGY INCNEE-PW2,945$248,9400.01%
169STRYKER CORPORATIONSYK679$245,2950.01%
170ROSS STORES INCROST1,624$244,4280.01%
171MANAGED PORTFOLIO SERIES56166Y63616,246$243,6970.01%
172CONSTELLATION BRANDS INCSTZ944$243,2590.01%
173APPLE INCAAPL1,005$234,1650.01%
174J P MORGAN EXCHANGE TRADED F46641Q1913,648$227,4160.01%
175ISHARES TR4642882733,338$225,9820.01%
176MICROCHIP TECHNOLOGY INC.MCHPP2,774$222,7240.01%
177ADVISORS INNER CIRCLE FD90386H18010,001$220,0360.01%
178FT30331J15418,135$219,3240.01%
179CENCORA INCCOR968$217,8770.01%
180EUROPACIFIC GROWTH FD2987061103,589$216,9390.01%
181VANGUARD BD INDEX FDS9219376942,440$212,0090.01%
182VANGUARD WHITEHALL FDS9219464061,643$210,6320.01%
183MARSH & MCLENNAN COS INC571748102923$205,9120.01%
184FRANKLIN TEMPLETON ETF TRFGDL6,732$204,7870.01%
185OGE ENERGY CORPOGE4,980$204,2790.01%
186CADENCE DESIGN SYSTEM INCCDNS746$202,1880.01%
187MICROSOFT CORPMSFT450$193,6350.01%
188ISHARES TR4642873091,807$173,0200.01%
189VANGUARD INTL EQUITY INDEX F9220428583,273$156,6130.01%
190SELECT SECTOR SPDR TR81369Y209978$150,6310.01%
191UNIFIED SER TRUFI5,161$142,1370.01%
192VANGUARD INDEX FDS9229086861,250$142,1340.01%
193ALPHABET INCGOOG800$133,7520.01%
194WESTROCK COFFEE COWEST17,635$114,6270.01%
195VANGUARD INDEX FDS922908645306$100,2110.01%
196VANGUARD INDEX FDS922908710181$96,2990.01%
197GOLDMAN SACHS ETF TRNVGLF786$88,7700.01%
198JPMORGAN CHASE & CO.VYLD395$83,2890.00%
199SPDR SER TR78464A6981,339$75,7870.00%
200LOWES COS INC548661107224$60,6700.00%
201IQVIA HLDGS INCIQV222$52,6070.00%
202OMNICOM GROUP INCOMC496$51,2810.00%
203ABBVIE INCABBV247$48,7770.00%
204FISERV INCFISV269$48,3250.00%
205MICRON TECHNOLOGY INCMU462$47,9140.00%
206INVESCO QQQ TRIVZ96$46,8540.00%
207GENERAL DYNAMICS CORPGD142$42,9120.00%
208LAM RESEARCH CORPLRCX51$41,6200.00%
209BANK AMERICA CORP0605051041,047$41,5440.00%
210ACCENTURE PLC IRELANDACN117$41,3570.00%
211FORTUNE BRANDS INNOVATIONS IFBIN439$39,3030.00%
212UNION PAC CORPUNP157$38,6970.00%
213MONDELEZ INTL INC609207105444$32,7090.00%
214APPLIED MATLS INC038222105155$31,3170.00%
215TRAVELERS COMPANIES INCTRV132$30,9030.00%
216CISCO SYS INCCSCO553$29,4300.00%
217RESTAURANT BRANDS INTL INC76131D103404$29,1360.00%
218PROCTER AND GAMBLE CO742718109165$28,5780.00%
219HONEYWELL INTL INC438516106138$28,5250.00%
220SKYWORKS SOLUTIONS INCSWKS280$27,6550.00%
221HP INCHPQ758$27,1890.00%
222PFIZER INCPFE939$27,1740.00%
223JOHNSON & JOHNSONJNJ167$27,0640.00%
224ECOLAB INCECL88$22,4690.00%
225DISNEY WALT CO254687106233$22,4120.00%
226EBAY INC.EBAY333$21,6810.00%
227CAPITAL ONE FINL CORP14040H105144$21,5610.00%
228CONOCOPHILLIPSCOP199$20,9500.00%
229GILEAD SCIENCES INCGILD247$20,7080.00%
230DTE ENERGY CODTK145$18,6190.00%
231VALERO ENERGY CORPVLO122$16,4730.00%
232MOTOROLA SOLUTIONS INCMSI35$15,7370.00%
233VANGUARD INDEX FDS92290875161$14,4690.00%
234ALPHABET INCGOOG81$13,4330.00%
235ECO SAFE SYS USA INC27885K10820,000$00.00%