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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 Q4 2024 · Filed February 13, 2025 · Accession 0001625959-25-000001

Total Value
$1.66B
Positions
236
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (236)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P MIDCAP 400 ETF TRMDY232,728$132.6M7.99%
2ISHARES TR4642874651,408,807$106.5M6.42%
3ISHARES TR464287200172,398$101.5M6.12%
4ISHARES TR464287655308,678$68.2M4.11%
5ISHARES TR464287309580,895$59.0M3.55%
6VANGUARD TAX-MANAGED FDS9219438581,135,695$54.3M3.27%
7SPDR S&P 500 ETF TRSPY91,994$53.9M3.25%
8MANAGED PORTFOLIO SERIES56167N7201,334,739$45.5M2.74%
9VANECK FDS92107P8893,033,186$43.0M2.59%
10GOLDMAN SACHS ETF TRNVGLF1,205,568$38.5M2.32%
11APPLE INCAAPL149,482$37.4M2.26%
12INVESCO EXCHANGE TRADED FD TIVZ177,291$31.1M1.87%
13UNIFIED SER TRUFI1,169,314$30.0M1.81%
14JPMORGAN CHASE & CO.VYLD121,961$29.2M1.76%
15FIRST TR EXCHANGE-TRADED FD33738D101709,668$25.3M1.52%
16MFS INSTL TR552966806705,511$23.9M1.44%
17FISERV INCFISV115,684$23.8M1.43%
18ADVISORS INNER CIRCLE FD90386H1801,148,289$23.3M1.40%
19INVESCO QQQ TRIVZ43,008$22.0M1.33%
20LOWES COS INC54866110786,023$21.2M1.28%
21ISHARES TR464288273334,604$20.3M1.23%
22BANK AMERICA CORP060505104456,568$20.1M1.21%
23MICRON TECHNOLOGY INCMU228,605$19.2M1.16%
24WALMART INCWMT202,533$18.3M1.10%
25VANGUARD INDEX FDS92290871033,183$18.0M1.09%
26ACCENTURE PLC IRELANDACN51,149$18.0M1.08%
27ISHARES TR46432F842252,724$17.8M1.07%
28OMNICOM GROUP INCOMC200,526$17.3M1.04%
29IQVIA HLDGS INCIQV86,964$17.1M1.03%
30CISCO SYS INCCSCO287,205$17.0M1.02%
31VANGUARD INTL EQUITY INDEX F922042858382,542$16.8M1.02%
32GENERAL DYNAMICS CORPGD61,497$16.2M0.98%
33ABBVIE INCABBV89,192$15.8M0.96%
34LAM RESEARCH CORPLRCX215,818$15.6M0.94%
35FRANKLIN TEMPLETON ETF TRFGDL530,544$15.2M0.91%
36UNION PAC CORPUNP66,253$15.1M0.91%
37MICROSOFT CORPMSFT33,707$14.2M0.86%
38TRAVELERS COMPANIES INCTRV57,772$13.9M0.84%
39HONEYWELL INTL INC43851610660,722$13.7M0.83%
40J P MORGAN EXCHANGE TRADED F46641Q191245,214$13.6M0.82%
41FORTUNE BRANDS INNOVATIONS IFBIN192,840$13.2M0.79%
42PFIZER INCPFE475,916$12.6M0.76%
43JOHNSON & JOHNSONJNJ87,049$12.6M0.76%
44PROCTER AND GAMBLE CO74271810974,186$12.4M0.75%
45MONDELEZ INTL INC609207105193,816$11.6M0.70%
46CONOCOPHILLIPSCOP107,980$10.7M0.65%
47RESTAURANT BRANDS INTL INC76131D103163,464$10.7M0.64%
48HP INCHPQ320,667$10.5M0.63%
49SELECT SECTOR SPDR TR81369Y20975,509$10.4M0.63%
50SPDR SER TR78464A854144,893$10.0M0.60%
51GILEAD SCIENCES INCGILD107,414$9.9M0.60%
52DISNEY WALT CO25468710688,059$9.8M0.59%
53CAPITAL ONE FINL CORP14040H10554,180$9.7M0.58%
54DTE ENERGY CODTK79,118$9.6M0.58%
55EBAY INC.EBAY146,238$9.1M0.55%
56ECOLAB INCECL37,699$8.8M0.53%
57ISHARES TR464288182121,545$8.8M0.53%
58APPLIED MATLS INC03822210549,879$8.1M0.49%
59ALPHABET INCGOOG37,919$7.2M0.43%
60MOTOROLA SOLUTIONS INCMSI15,052$7.0M0.42%
61VALERO ENERGY CORPVLO55,282$6.8M0.41%
62GOLDMAN SACHS ETF TRNVGLF53,407$6.2M0.37%
63SPDR SER TR78464A69894,290$5.7M0.34%
64VANGUARD STAR FDS921909404176,007$5.5M0.33%
65NVIDIA CORPORATIONNVDA38,269$5.1M0.31%
66AMAZON COM INCAMZN17,004$3.7M0.22%
67INTERNATIONAL BUSINESS MACHSINTR14,203$3.1M0.19%
68ONEOK INC NEWOKE28,617$2.9M0.17%
69EXXON MOBIL CORPXOM26,091$2.8M0.17%
70AMERICAN BEACON FDS02452416773,854$2.8M0.17%
71CHEVRON CORP NEWCVX19,170$2.8M0.17%
72HUNTINGTON BANCSHARES INCHBANP161,997$2.6M0.16%
73PUBLIC SVC ENTERPRISE GRP IN74457310630,874$2.6M0.16%
74CORNING INCGLW53,786$2.6M0.15%
75MERCK & CO INCMRK25,154$2.5M0.15%
76LOCKHEED MARTIN CORPLMT4,932$2.4M0.14%
77UNILEVER PLCUNLYF40,974$2.3M0.14%
78FIDELITY CHARLES STR TR316069392196,078$2.3M0.14%
79INTERNATIONAL PAPER CO46014610342,004$2.3M0.14%
80MCDONALDS CORPMCD7,758$2.2M0.14%
81PRUDENTIAL FINL INCPUKPF18,900$2.2M0.14%
82TEXAS INSTRS INC88250810411,763$2.2M0.13%
83INTERPUBLIC GROUP COS INCINTR78,637$2.2M0.13%
84CITIZENS FINL GROUP INCCIA50,179$2.2M0.13%
85NOVARTIS AGNVSEF22,379$2.2M0.13%
86SPDR DOW JONES INDL AVERAGE78467X1094,950$2.1M0.13%
87LYONDELLBASELL INDUSTRIES NLYB27,511$2.0M0.12%
88MFS SER TR I55273H35341,909$2.0M0.12%
89JANNRENEE LLC IMACS00019131$2.0M0.12%
90UNITED PARCEL SERVICE INCUPS16,020$2.0M0.12%
91TRUIST FINL CORP89832Q10945,994$2.0M0.12%
92ALLIANT ENERGY CORPLNT33,528$2.0M0.12%
93MANAGER DIRECTED PORTFOLIOS56170L20825,730$1.9M0.12%
94FRONTIER FDS INC35908Y807129,590$1.8M0.11%
95BRISTOL-MYERS SQUIBB COCELG-RI32,453$1.8M0.11%
96ALPHABET INCGOOG8,255$1.6M0.09%
97KEURIG DR PEPPER INCKDP48,536$1.6M0.09%
98WISDOMTREE TRWT20,407$1.5M0.09%
99TARGET CORPTGT10,785$1.5M0.09%
100VANGUARD INDEX FDS9229087694,715$1.4M0.08%
101HUNT J B TRANS SVCS INC4456581077,659$1.3M0.08%
102BAILLIE GIFFORD FDS056823370100,392$1.3M0.08%
103DEERE & CODE2,933$1.2M0.07%
104BANCFIRST CORPBANFP9,965$1.2M0.07%
105BERKSHIRE HATHAWAY INC DELBRK-A2,428$1.1M0.07%
106META PLATFORMS INCMETA1,850$1.1M0.07%
107VANGUARD INDEX FDS9229086294,091$1.1M0.07%
108SPDR S&P MIDCAP 400 ETF TRMDY1,783$1.0M0.06%
109NETFLIX INCNFLX1,107$986,6910.06%
110ISHARES TR46428750715,446$962,4400.06%
111TESLA INCTSLA2,315$934,8890.06%
112ISHARES TR46428746512,036$910,0410.05%
113VANGUARD INDEX FDS9229083631,646$886,8810.05%
114PHILLIPS 66PSX7,646$871,1080.05%
115WASHINGTON MUT INVS FD93933010612,967$798,5240.05%
116UNITEDHEALTH GROUP INCUNH1,493$755,2480.05%
117WEYERHAEUSER CO MTN BEWY26,204$737,6420.04%
118LOUISIANA PAC CORPLPX7,104$735,6190.04%
119VANGUARD TAX-MANAGED FDS92194385815,169$725,3810.04%
120EATON CORP PLCETN2,126$705,5550.04%
121BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.04%
122WILLIAM BLAIR FDS96925163622,177$650,4570.04%
123SALESFORCE INCCRM1,880$628,5400.04%
124ISHARES TR4642876552,802$619,1290.04%
125SPDR S&P 500 ETF TRSPY1,037$607,7640.04%
126AMERICAN CENTY GROWTH FDS IN02507H6018,397$593,8210.04%
127TOUCHSTONE STRATEGIC TR89154Q56241,029$589,5890.04%
128CATERPILLAR INCCAT1,574$570,9840.03%
129THERMO FISHER SCIENTIFIC INCTMO1,094$569,1310.03%
130ISHARES TR464287200942$554,5360.03%
131HOME DEPOT INCHD1,415$550,4200.03%
132MANAGED PORTFOLIO SERIES56167N72015,950$543,7350.03%
133VANECK FDS92107P88938,209$541,4270.03%
134GOLDMAN SACHS ETF TRNVGLF16,954$541,1710.03%
135PHILIP MORRIS INTL INC7181721094,478$538,9270.03%
136VANGUARD INDEX FDS9229086451,525$498,5490.03%
137MASTERCARD INCORPORATEDMA945$497,6080.03%
138VANGUARD INDEX FDS9229086863,828$440,9400.03%
139BROADCOM INCAVGO1,891$438,4090.03%
140INVESCO EXCHANGE TRADED FD TIVZ2,439$427,3850.03%
141AUTOMATIC DATA PROCESSING INADP1,441$421,8230.03%
142COSTCO WHSL CORP NEW22160K105447$409,5720.02%
143WASTE MGMT INC DEL94106L1092,026$408,8260.02%
144FEDERATED HERMES EQUITY FDSFHI67,185$397,0650.02%
145VISA INCV1,251$395,3660.02%
146BLAIR WILLIAM FDS09300154313,459$394,7620.02%
147TAIWAN SEMICONDUCTOR MFG LTD8740391001,987$392,4120.02%
148VANGUARD BD INDEX FDS9219376864,586$390,6140.02%
149RANGER FDS INVT TR75281Y20621,390$388,4450.02%
150ELI LILLY & COLLY475$366,7000.02%
151OREILLY AUTOMOTIVE INC67103H107304$360,4830.02%
152FIDELITY ADVISOR SER I31580523410,658$348,8560.02%
153JPMORGAN TR I46641U5643,869$323,2660.02%
154SHERWIN WILLIAMS COSHW918$312,0550.02%
155FIRST TR EXCHANGE-TRADED FD33738D1018,498$302,9530.02%
156COCA COLA COKO4,804$299,0970.02%
157AMGEN INCAMGN1,115$290,6130.02%
158VANGUARD TAX-MANAGED FDS92194380917,803$273,4610.02%
159MFS SER TR II5529851031,442$263,3930.02%
160PEPSICO INCPEP1,723$261,9990.02%
161VANGUARD INDEX FDS9229086601,235$261,0630.02%
162TYSON FOODS INCTSN4,533$260,3750.02%
163REGENT CAPITAL CORPORATIONCS00019962,500$257,5000.02%
164CHIPOTLE MEXICAN GRILL INCCMG4,232$255,1890.02%
165ROSS STORES INCROST1,661$251,2590.02%
166THE VILLAGE LIMITED PARTNERSCS00027051$250,0000.02%
167STRYKER CORPORATIONSYK679$244,4730.01%
168ISHARES INC46434G1034,661$243,3970.01%
169APPLE INCAAPL964$241,4040.01%
170FRANKLIN TEMPLETON ETF TRFGDL7,987$228,5080.01%
171INTUITIVE SURGICAL INCISRG422$220,2670.01%
172ISHARES TR4642882733,598$218,5780.01%
173NEXTERA ENERGY INCNEE-PW2,988$214,2090.01%
174ALTRIA GROUP INCMO4,047$211,6170.01%
175DANAHER CORPORATION235851102919$210,9560.01%
176FT30331J15418,223$210,6760.01%
177VANGUARD WHITEHALL FDS9219464061,643$209,6300.01%
178OGE ENERGY CORPOGE5,050$208,3120.01%
179CONSTELLATION BRANDS INCSTZ932$205,9720.01%
180VANGUARD BD INDEX FDS9219376942,440$204,4680.01%
181REGIONS FINANCIAL CORP NEWRF-PF8,684$204,2470.01%
182ABBOTT LABSABLZF1,795$203,0320.01%
183MANAGED PORTFOLIO SERIES56166Y63616,246$202,5930.01%
184MICROCHIP TECHNOLOGY INC.MCHPP3,528$202,3300.01%
185ADVISORS INNER CIRCLE FD90386H1809,565$193,6980.01%
186MICROSOFT CORPMSFT443$186,7240.01%
187J P MORGAN EXCHANGE TRADED F46641Q1913,077$170,5270.01%
188ISHARES TR4642873091,531$155,4420.01%
189UNIFIED SER TRUFI6,023$154,5040.01%
190ALPHABET INCGOOG800$152,3520.01%
191WESTROCK COFFEE COWEST22,635$145,3160.01%
192VANGUARD INDEX FDS9229086861,250$143,9590.01%
193SELECT SECTOR SPDR TR81369Y2091,017$139,9080.01%
194ISHARES INC46434G1032,426$126,6850.01%
195ISHARES TR4642881821,448$104,5160.01%
196VANGUARD INDEX FDS922908645306$100,2480.01%
197VANGUARD INDEX FDS922908710176$96,0150.01%
198GOLDMAN SACHS ETF TRNVGLF807$92,9500.01%
199SPDR SER TR78464A6981,423$85,8780.01%
200JPMORGAN CHASE & CO.VYLD349$83,6580.01%
201VANGUARD INTL EQUITY INDEX F9220428581,606$70,7280.00%
202FISERV INCFISV219$44,9860.00%
203LOWES COS INC548661107182$44,9170.00%
204INVESCO QQQ TRIVZ78$39,8750.00%
205BANK AMERICA CORP060505104858$37,7090.00%
206MICRON TECHNOLOGY INCMU428$36,0200.00%
207ABBVIE INCABBV202$35,8950.00%
208IQVIA HLDGS INCIQV181$35,5680.00%
209OMNICOM GROUP INCOMC405$34,8460.00%
210ACCENTURE PLC IRELANDACN95$33,4200.00%
211GENERAL DYNAMICS CORPGD115$30,3010.00%
212LAM RESEARCH CORPLRCX410$29,6140.00%
213UNION PAC CORPUNP128$29,1890.00%
214SPDR SER TR78464A854393$27,0930.00%
215CISCO SYS INCCSCO450$26,6400.00%
216TRAVELERS COMPANIES INCTRV108$26,0160.00%
217DISNEY WALT CO254687106231$25,7210.00%
218HONEYWELL INTL INC438516106112$25,2990.00%
219FORTUNE BRANDS INNOVATIONS IFBIN362$24,7350.00%
220PROCTER AND GAMBLE CO742718109134$22,4650.00%
221RESTAURANT BRANDS INTL INC76131D103332$21,6390.00%
222MONDELEZ INTL INC609207105362$21,6220.00%
223PFIZER INCPFE789$20,9320.00%
224CAPITAL ONE FINL CORP14040H105116$20,6850.00%
225HP INCHPQ618$20,1650.00%
226JOHNSON & JOHNSONJNJ136$19,6680.00%
227GILEAD SCIENCES INCGILD202$18,6580.00%
228ECOLAB INCECL72$16,8710.00%
229EBAY INC.EBAY270$16,7260.00%
230CONOCOPHILLIPSCOP162$16,0650.00%
231APPLIED MATLS INC03822210597$15,7750.00%
232DTE ENERGY CODTK119$14,3690.00%
233MOTOROLA SOLUTIONS INCMSI30$13,8660.00%
234ALPHABET INCGOOG70$13,2510.00%
235VALERO ENERGY CORPVLO100$12,2590.00%
236ECO SAFE SYS USA INC27885K10820,000$00.00%