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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 Q1 2025 · Filed May 14, 2025 · Accession 0001625959-25-000002

Total Value
$1.58B
Positions
236
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (236)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P MIDCAP 400 ETF TRMDY229,376$122.4M7.74%
2ISHARES TR4642874651,399,564$114.4M7.23%
3ISHARES TR464287200162,025$91.0M5.76%
4ISHARES TR464287655292,046$58.3M3.68%
5VANGUARD TAX-MANAGED FDS9219438581,132,537$57.6M3.64%
6MANAGED PORTFOLIO SERIES56167N7201,247,015$45.4M2.87%
7SPDR S&P 500 ETF TRSPY80,829$45.2M2.86%
8VANECK FDS92107P8893,023,675$43.8M2.77%
9GOLDMAN SACHS ETF TRNVGLF1,202,311$39.9M2.52%
10APPLE INCAAPL155,865$34.6M2.19%
11INVESCO EXCHANGE TRADED FD TIVZ174,554$30.2M1.91%
12UNIFIED SER TRUFI1,114,258$28.9M1.83%
13JPMORGAN CHASE & CO.VYLD103,266$25.3M1.60%
14FISERV INCFISV113,056$25.0M1.58%
15NVIDIA CORPORATIONNVDA210,221$22.8M1.44%
16ADVISORS INNER CIRCLE FD90386H1801,129,770$21.4M1.35%
17MFS SERIES TRUST XVII552966806587,912$21.2M1.34%
18ISHARES TR464288273332,431$21.1M1.34%
19WALMART INCWMT229,357$20.1M1.27%
20ABBVIE INCABBV95,092$19.9M1.26%
21MICROSOFT CORPMSFT52,556$19.7M1.25%
22FIRST TR EXCHANGE-TRADED FD33738D101521,316$19.5M1.24%
23LOWES COS INC54866110782,891$19.3M1.22%
24MICRON TECHNOLOGY INCMU221,706$19.3M1.22%
25ISHARES TR46432F842248,102$18.8M1.19%
26SALESFORCE INCCRM66,477$17.8M1.13%
27VANGUARD INTL EQUITY INDEX F922042858391,304$17.7M1.12%
28VANGUARD INDEX FDS92290871032,636$16.9M1.07%
29OMNICOM GROUP INCOMC194,591$16.1M1.02%
30AMAZON COM INCAMZN84,166$16.0M1.01%
31BANK AMERICA CORP060505104380,934$15.9M1.01%
32ALPHABET INCGOOG100,355$15.5M0.98%
33FRANKLIN TEMPLETON ETF TRFGDL527,228$15.5M0.98%
34UNION PAC CORPUNP64,582$15.3M0.96%
35ACCENTURE PLC IRELANDACN48,808$15.2M0.96%
36J P MORGAN EXCHANGE TRADED F46641Q191242,104$15.0M0.95%
37IQVIA HLDGS INCIQV84,339$14.9M0.94%
38TRAVELERS COMPANIES INCTRV55,768$14.7M0.93%
39GENERAL DYNAMICS CORPGD53,698$14.6M0.93%
40JOHNSON & JOHNSONJNJ85,294$14.1M0.89%
41MONDELEZ INTL INC609207105189,735$12.9M0.81%
42BOSTON SCIENTIFIC CORPBSX124,810$12.6M0.80%
43LAM RESEARCH CORPLRCX173,027$12.6M0.80%
44PROCTER AND GAMBLE CO74271810973,309$12.5M0.79%
45HONEYWELL INTL INC43851610658,739$12.4M0.79%
46ISHARES TR464287309129,101$12.0M0.76%
47ECOLAB INCECL46,991$11.9M0.75%
48CONOCOPHILLIPSCOP106,445$11.2M0.71%
49SELECT SECTOR SPDR TR81369Y20975,757$11.1M0.70%
50MOTOROLA SOLUTIONS INCMSI25,231$11.0M0.70%
51GILEAD SCIENCES INCGILD91,896$10.3M0.65%
52CAPITAL ONE FINL CORP14040H10555,903$10.0M0.63%
53FORTUNE BRANDS INNOVATIONS IFBIN164,350$10.0M0.63%
54APPLIED MATLS INC03822210568,528$9.9M0.63%
55NRG ENERGY INCNRG103,570$9.9M0.63%
56SPDR SERIES TRUST78464A854140,790$9.3M0.59%
57ISHARES TR464288182122,863$9.1M0.57%
58DTE ENERGY CODTK51,710$7.1M0.45%
59VALERO ENERGY CORPVLO53,926$7.1M0.45%
60MASTERCARD INCORPORATEDMA11,977$6.6M0.42%
61AMERICAN EXPRESS COAXP24,070$6.5M0.41%
62GOLDMAN SACHS ETF TRNVGLF52,076$5.7M0.36%
63VANGUARD STAR FDS921909404176,007$5.5M0.35%
64SPDR SERIES TRUST78464A69893,544$5.3M0.34%
65INTERNATIONAL BUSINESS MACHSINTR14,004$3.5M0.22%
66CHEVRON CORP NEWCVX19,540$3.3M0.21%
67EXXON MOBIL CORPXOM25,844$3.1M0.19%
68ONEOK INC NEWOKE29,278$2.9M0.18%
69HUNTINGTON BANCSHARES INCHBANP190,874$2.9M0.18%
70ALLIANT ENERGY CORPLNT40,547$2.6M0.16%
71FIDELITY CHARLES STR TR316069392213,160$2.5M0.16%
72PRUDENTIAL FINL INCPUKPF22,279$2.5M0.16%
73PUBLIC SVC ENTERPRISE GRP IN74457310630,214$2.5M0.16%
74MCDONALDS CORPMCD7,729$2.4M0.15%
75NOVARTIS AGNVSEF21,642$2.4M0.15%
76FRONTIER FDS INC35908Y807156,725$2.4M0.15%
77UNILEVER PLCUNLYF40,069$2.4M0.15%
78CORNING INCGLW52,096$2.4M0.15%
79AES CORPAES190,980$2.4M0.15%
80TRUIST FINL CORP89832Q10956,327$2.3M0.15%
81INTERNATIONAL PAPER CO46014610343,090$2.3M0.15%
82MERCK & CO INCMRK24,889$2.2M0.14%
83LOCKHEED MARTIN CORPLMT4,847$2.2M0.14%
84SPDR DOW JONES INDL AVERAGE78467X1095,122$2.2M0.14%
85INTERPUBLIC GROUP COS INCINTR78,111$2.1M0.13%
86ISHARES TR46428780420,227$2.1M0.13%
87CITIZENS FINL GROUP INCCIA51,327$2.1M0.13%
88MFS SER TR I55273H35342,007$2.1M0.13%
89TEXAS INSTRS INC88250810411,483$2.1M0.13%
90JANNRENEE LLC IMACS00019131$2.0M0.13%
91EUROPACIFIC GROWTH FD29870611036,441$2.0M0.13%
92BRISTOL-MYERS SQUIBB COCELG-RI32,777$2.0M0.13%
93AMERICAN BEACON FDS02452416753,307$1.9M0.12%
94PFIZER INCPFE73,414$1.9M0.12%
95UNITED PARCEL SERVICE INCUPS15,978$1.8M0.11%
96MANAGER DIRECTED PORTFOLIOS56170L20826,663$1.7M0.11%
97KEURIG DR PEPPER INCKDP47,650$1.6M0.10%
98WISDOMTREE TRWT19,242$1.5M0.09%
99BERKSHIRE HATHAWAY INC DELBRK-A2,672$1.4M0.09%
100DEERE & CODE2,885$1.4M0.09%
101ALPHABET INCGOOG8,609$1.3M0.09%
102VANGUARD INDEX FDS9229087694,644$1.3M0.08%
103FIRSTENERGY CORPFE30,881$1.2M0.08%
104EVERSOURCE ENERGYES20,007$1.2M0.08%
105NEW ERA BANCORPORATION, INC.CS0002887164$1.2M0.08%
106META PLATFORMS INCMETA2,084$1.2M0.08%
107HUNT J B TRANS SVCS INC4456581077,649$1.1M0.07%
108BAILLIE GIFFORD FDS05682337084,486$1.1M0.07%
109NETFLIX INCNFLX1,155$1.1M0.07%
110PHILLIPS 66PSX7,678$948,0790.06%
111SPDR S&P MIDCAP 400 ETF TRMDY1,776$947,4600.06%
112WILLIAM BLAIR FDS96925163635,415$933,2020.06%
113ISHARES TR46428746511,414$932,8660.06%
114ISHARES TR46428750715,446$901,2740.06%
115UNITEDHEALTH GROUP INCUNH1,647$862,6160.05%
116INVESCO QQQ TRIVZ1,747$819,2030.05%
117VANGUARD TAX-MANAGED FDS92194385815,827$804,4860.05%
118WASHINGTON MUT INVS FD93933010613,010$800,9480.05%
119BERKSHIRE HATHAWAY INC DELBRK-A1$798,4410.05%
120WEYERHAEUSER CO MTN BEWY26,271$769,2140.05%
121PHILIP MORRIS INTL INC7181721094,608$731,4270.05%
122LOUISIANA PAC CORPLPX7,130$655,8170.04%
123TESLA INCTSLA2,445$633,6460.04%
124COSTCO WHSL CORP NEW22160K105668$631,7810.04%
125THERMO FISHER SCIENTIFIC INCTMO1,218$606,0760.04%
126CATERPILLAR INCCAT1,744$575,1710.04%
127GOLDMAN SACHS ETF TRNVGLF17,111$567,7420.04%
128TOUCHSTONE STRATEGIC TR89154Q56238,566$566,9220.04%
129VANECK FDS92107P88938,532$557,5660.04%
130ISHARES TR4642876552,790$556,5770.04%
131ISHARES TR464287200989$555,7190.04%
132MANAGED PORTFOLIO SERIES56167N72015,165$551,5510.03%
133COCA COLA COKO7,644$547,4630.03%
134ELI LILLY & COLLY660$545,1000.03%
135THE VILLAGE LIMITED PARTNERSCS00027054$540,0000.03%
136HOME DEPOT INCHD1,469$538,3730.03%
137VISA INCV1,510$529,1940.03%
138BROADCOM INCAVGO3,086$516,6880.03%
139AMERICAN CENTY GROWTH FDS IN02507H6018,397$512,1930.03%
140SPDR S&P 500 ETF TRSPY893$499,5350.03%
141NEXTERA ENERGY INCNEE-PW6,919$490,4870.03%
142VANGUARD INDEX FDS9229086451,525$488,4980.03%
143WASTE MGMT INC DEL94106L1091,966$455,1480.03%
144DISNEY WALT CO2546871064,533$447,4070.03%
145OREILLY AUTOMOTIVE INC67103H107301$431,2060.03%
146INVESCO EXCHANGE TRADED FD TIVZ2,455$425,2790.03%
147VANGUARD INDEX FDS9229086863,828$406,7860.03%
148ARISTA NETWORKS INCANET5,180$401,3460.03%
149CISCO SYS INCCSCO6,262$386,4280.02%
150CHIPOTLE MEXICAN GRILL INCCMG7,624$382,8010.02%
151VANGUARD BD INDEX FDS9219376864,586$366,9950.02%
152COLGATE PALMOLIVE COCL3,735$349,9690.02%
153TAIWAN SEMICONDUCTOR MFG LTD8740391001,958$325,0280.02%
154JPMORGAN TR I46641U5643,806$323,3680.02%
155FIDELITY ADVISOR SER I31580523410,658$320,2910.02%
156TYSON FOODS INCTSN4,579$292,1850.02%
157VANGUARD TAX-MANAGED FDS92194380917,803$290,9080.02%
158REGENT CAPITAL CORPORATIONCS00019962,500$280,0000.02%
159ALTRIA GROUP INCMO4,524$271,5300.02%
160PEPSICO INCPEP1,715$257,1470.02%
161AFLAC INCAFL2,310$256,8480.02%
162CENCORA INCCOR896$249,1680.02%
163FEDERATED HERMES EQUITY FDSFHI39,131$246,5300.02%
164ISHARES TR4642882733,830$243,3190.02%
165ABBOTT LABSABLZF1,805$239,4330.02%
166VANGUARD INDEX FDS922908629915$236,6370.01%
167VANGUARD INDEX FDS9229086601,235$235,9480.01%
168FRANKLIN TEMPLETON ETF TRFGDL7,999$235,1700.01%
169FIRST TR EXCHANGE-TRADED FD33738D1016,246$234,1620.01%
170MARSH & MCLENNAN COS INC571748102956$233,2920.01%
171BERKLEY W R CORPWRB-PH3,263$232,1950.01%
172AUTOMATIC DATA PROCESSING INADP758$231,5910.01%
173AUTOZONE INCAZO60$228,7660.01%
174GOLDMAN SACHS GROUP INCGSCE412$225,0710.01%
175AMGEN INCAMGN709$220,8880.01%
176APPLE INCAAPL983$218,3530.01%
177ROSS STORES INCROST1,700$217,2430.01%
178VANGUARD WHITEHALL FDS9219464061,643$211,8810.01%
179MANAGED PORTFOLIO SERIES56166Y63616,246$210,3910.01%
180OGE ENERGY CORPOGE4,567$209,8990.01%
181INTUITIVE SURGICAL INCISRG421$208,5080.01%
182MARRIOTT INTL INC NEW571903202871$207,4720.01%
183FT30331J15418,223$204,7170.01%
184VANGUARD BD INDEX FDS9219376942,440$202,9550.01%
185J P MORGAN EXCHANGE TRADED F46641Q1913,020$186,7260.01%
186ADVISORS INNER CIRCLE FD90386H1809,734$184,0700.01%
187MICROSOFT CORPMSFT483$181,3130.01%
188WESTROCK COFFEE COWEST22,635$163,4240.01%
189UNIFIED SER TRUFI6,092$158,2880.01%
190SELECT SECTOR SPDR TR81369Y2091,032$150,6820.01%
191VANGUARD INDEX FDS9229086861,250$132,8080.01%
192ALPHABET INCGOOG800$124,9840.01%
193ISHARES TR4642881821,557$115,2180.01%
194VANGUARD INDEX FDS922908645306$98,2270.01%
195VANGUARD INDEX FDS922908710176$91,5870.01%
196GOLDMAN SACHS ETF TRNVGLF734$80,7980.01%
197SPDR SERIES TRUST78464A6981,417$80,5560.01%
198JPMORGAN CHASE & CO.VYLD327$80,2130.01%
199VANGUARD INTL EQUITY INDEX F9220428581,518$68,7040.00%
200ISHARES TR464287309573$53,1910.00%
201FISERV INCFISV219$48,3610.00%
202LOWES COS INC548661107182$42,4470.00%
203ABBVIE INCABBV202$42,3230.00%
204NVIDIA CORPORATIONNVDA351$38,0410.00%
205MICRON TECHNOLOGY INCMU428$37,1880.00%
206SALESFORCE INCCRM131$35,1550.00%
207OMNICOM GROUP INCOMC405$33,5780.00%
208IQVIA HLDGS INCIQV181$31,9100.00%
209BANK AMERICA CORP060505104729$30,4210.00%
210UNION PAC CORPUNP128$30,2380.00%
211ACCENTURE PLC IRELANDACN95$29,6430.00%
212TRAVELERS COMPANIES INCTRV108$28,5610.00%
213GENERAL DYNAMICS CORPGD104$28,3480.00%
214AMAZON COM INCAMZN140$26,6360.00%
215ALPHABET INCGOOG170$26,2880.00%
216BOSTON SCIENTIFIC CORPBSX251$25,3200.00%
217MONDELEZ INTL INC609207105362$24,5610.00%
218LAM RESEARCH CORPLRCX335$24,3540.00%
219ECOLAB INCECL94$23,8300.00%
220HONEYWELL INTL INC438516106112$23,7160.00%
221MOTOROLA SOLUTIONS INCMSI53$23,2030.00%
222PROCTER AND GAMBLE CO742718109134$22,8360.00%
223SPDR SERIES TRUST78464A854343$22,5550.00%
224JOHNSON & JOHNSONJNJ136$22,5540.00%
225CAPITAL ONE FINL CORP14040H105116$20,7980.00%
226APPLIED MATLS INC038222105137$19,8810.00%
227GILEAD SCIENCES INCGILD177$19,8320.00%
228FORTUNE BRANDS INNOVATIONS IFBIN316$19,2380.00%
229NRG ENERGY INCNRG194$18,5190.00%
230CONOCOPHILLIPSCOP162$17,0130.00%
231AMERICAN EXPRESS COAXP51$13,7210.00%
232VALERO ENERGY CORPVLO100$13,2070.00%
233MASTERCARD INCORPORATEDMA21$11,5100.00%
234DISNEY WALT CO254687106116$11,4490.00%
235DTE ENERGY CODTK68$9,4020.00%
236ECO SAFE SYS USA INC27885K10820,000$00.00%