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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

Koesten, Hirschmann & Crabtree, INC.

Quarter ended Q3 2024 · Filed November 4, 2024 · Accession 0001963421-24-000005

Total Value
$171.7M
Positions
223
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (223)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524771547,199$39.3M22.87%
2VANGUARD INDEX FDS922908637101,548$26.7M15.57%
3SCHWAB STRATEGIC TR808524805511,243$21.0M12.25%
4SCHWAB STRATEGIC TR808524201272,459$18.5M10.77%
5VANGUARD INDEX FDS92290875161,615$14.6M8.51%
6ISHARES TR46432F842152,316$11.9M6.93%
7ISHARES INC46434G10362,124$3.6M2.08%
8SCHWAB STRATEGIC TR80852460759,594$3.1M1.79%
9ISHARES TR4642872005,310$3.1M1.78%
10SCHWAB STRATEGIC TR808524706104,023$3.0M1.77%
11ISHARES TR46428780424,316$2.8M1.66%
12APPLE INCAAPL9,826$2.3M1.33%
13SCHWAB STRATEGIC TR80852477123,782$1.7M0.99%
14SCHWAB STRATEGIC TR80852450819,483$1.6M0.94%
15SCHWAB STRATEGIC TR80852440915,776$1.3M0.74%
16ISHARES TR46428750716,410$1.0M0.60%
17MICROSOFT CORPMSFT2,030$873,5500.51%
18SCHWAB STRATEGIC TR80852420110,370$703,5710.41%
19ISHARES TR46436E48628,807$611,2850.36%
20NETFLIX INCNFLX801$568,1260.33%
21COLGATE PALMOLIVE COCL5,329$553,2040.32%
22ISHARES TR4642876635,034$480,6970.28%
23ISHARES TR4642874082,355$464,3360.27%
24VANGUARD INDEX FDS9229087511,949$462,3130.27%
25ISHARES TR4642873094,558$436,4290.25%
26ISHARES TR46432F8425,394$420,9860.25%
27SCHWAB STRATEGIC TR8085248059,310$382,8280.22%
28VANGUARD INDEX FDS9229086371,452$382,2980.22%
29UMB FINL CORP9027881083,387$356,0080.21%
30PROCTER AND GAMBLE CO7427181092,039$353,1550.21%
31HENRY JACK & ASSOC INC4262811011,924$339,6990.20%
32ADTRAN HOLDINGS INCADTN54,099$320,8080.19%
33INVESCO EXCHANGE TRADED FD TIVZ2,145$246,6110.14%
34ALPHABET INCGOOG1,450$240,4830.14%
35COSTCO WHSL CORP NEW22160K105270$238,9240.14%
36SPDR S&P 500 ETF TRSPY409$234,6680.14%
37SPDR SER TR78468R7964,860$229,6350.13%
38PEPSICO INCPEP1,315$223,6060.13%
39ISHARES TR464287200360$207,6560.12%
40SCHWAB STRATEGIC TR8085246074,007$206,3840.12%
41ISHARES TR4642875073,250$202,5400.12%
42VANGUARD TAX-MANAGED FDS9219438583,778$199,5170.12%
43SCHWAB STRATEGIC TR8085247892,510$176,6290.10%
44VANGUARD INDEX FDS922908769607$171,8790.10%
45ISHARES TR4642874731,108$146,5330.09%
46ISHARES INC46434G1032,451$140,7120.08%
47ISHARES TR46434VBG45,580$140,6720.08%
48ALPHABET INCGOOG840$140,4400.08%
49GARMIN LTDGRMN792$139,4160.08%
50INVESCO QQQ TRIVZ283$138,1240.08%
51SELECT SECTOR SPDR TR81369Y209864$133,0740.08%
52VANGUARD WORLD FD92204A702226$132,5540.08%
53ISHARES TR46436E1304,970$131,2080.08%
54ISHARES TR46436E3125,100$131,1210.08%
55ISHARES TR46436E7265,850$129,6950.08%
56VANGUARD INDEX FDS922908744738$128,8330.08%
57ISHARES TR46436E2055,456$128,2710.07%
58ISHARES TR46434VBD15,080$127,5080.07%
59ISHARES TR46435U5154,960$126,6290.07%
60ISHARES TR46435UAA95,160$125,7500.07%
61ISHARES TR46435G5161,480$124,5720.07%
62ISHARES TR46435GAA05,110$124,1730.07%
63DELL TECHNOLOGIES INCDELL1,006$119,2520.07%
64ISHARES TR464287655500$110,4450.06%
65WALMART INCWMT1,332$107,5590.06%
66BROADCOM INCAVGO580$100,0500.06%
67VANGUARD WHITEHALL FDS921946406750$96,1500.06%
68ISHARES TR4642874991,050$92,5470.05%
69ISHARES TR464287614242$90,8420.05%
70ISHARES TR464287481772$90,5480.05%
71ISHARES TR46435U6632,080$86,9860.05%
72AMGEN INCAMGN251$80,9710.05%
73PHILLIPS 66PSX574$75,4530.04%
74BRISTOL-MYERS SQUIBB COCELG-RI1,380$71,4020.04%
75VANGUARD SCOTTSDALE FDS92206C599276$69,9800.04%
76ENTERPRISE PRODS PARTNERS L2937921072,297$66,8660.04%
77ISHARES TR464287523284$65,4880.04%
78DNP SELECT INCOME FD INC23325P1046,300$63,2520.04%
79ISHARES TR46436E6681,712$62,7360.04%
80ARES MANAGEMENT CORPORATIONARES-PB397$61,8690.04%
81AMAZON COM INCAMZN327$61,0040.04%
82PALO ALTO NETWORKS INCPANW172$58,7900.03%
83MONDELEZ INTL INC609207105761$56,0630.03%
84ISHARES TR464287622177$55,6480.03%
85VANGUARD WORLD FD921910725900$55,3590.03%
86ARISTA NETWORKS INCANET144$55,2710.03%
87ISHARES TR464288877954$54,8840.03%
88DISNEY WALT CO254687106551$53,0190.03%
89ORACLE CORPORCL-PD304$51,8020.03%
903M COMMM330$45,1110.03%
91DBX ETF TR2330512001,060$44,5420.03%
92CHURCH & DWIGHT CO INCCHD414$43,3550.03%
93T-MOBILE US INCTMUSZ208$42,9230.03%
94SCHWAB CHARLES CORPSCHW-PJ659$42,7100.02%
95TEXTRON INCTXT478$42,3620.02%
96SCHWAB STRATEGIC TR808524797500$42,2650.02%
97NUSHARES ETF TRNU980$41,9840.02%
98CLOROX CO DELCLX250$40,7320.02%
99PFIZER INCPFE1,378$39,8820.02%
100NUSHARES ETF TRNU1,270$39,3960.02%
101AT&T INCT-PC1,762$38,7600.02%
102ISHARES TR464287226380$38,4530.02%
103ISHARES INC46434G8631,025$37,3210.02%
104BP PLCBPPFF1,095$34,3730.02%
105VANGUARD MUN BD FDS922907746650$33,2280.02%
106ISHARES TR464287168245$33,0760.02%
107THE CIGNA GROUP12552310094$32,5660.02%
108J P MORGAN EXCHANGE TRADED F46641Q761549$31,0320.02%
109EPR PPTYS26884U109603$29,5790.02%
110CHEVRON CORP NEWCVX200$29,4540.02%
111CROWDSTRIKE HLDGS INCCRWD104$29,1690.02%
112META PLATFORMS INCMETA50$28,6220.02%
113ARM HOLDINGS PLC042068205200$28,6020.02%
114SCHWAB STRATEGIC TR808524300266$27,7630.02%
115CAPITOL FED FINL INC14057J1014,312$25,1830.01%
116AMEREN CORPAEE275$24,0520.01%
117EXXON MOBIL CORPXOM200$23,4440.01%
118APPLE INCAAPL83$19,3390.01%
119HARTFORD FINL SVCS GROUP INCHIG-PG159$18,7000.01%
120ISHARES TR46436E825775$17,1320.01%
121VANGUARD WORLD FD92204A50460$16,9320.01%
122PG&E CORPPCG-PX856$16,9240.01%
123ISHARES TR46436E767280$13,7260.01%
124ISHARES TR46428876091$13,5930.01%
125XCEL ENERGY INCXELLL192$12,5380.01%
126DILLARDS INC25406710132$12,2790.01%
127NVIDIA CORPORATIONNVDA100$12,1440.01%
128ARES CAPITAL CORPARCC576$12,0670.01%
129KINDER MORGAN INC DELEP-PC537$11,8630.01%
130UNION PAC CORPUNP48$11,8320.01%
131ISHARES TR46438G653400$10,6840.01%
132ISHARES TR46428755672$10,4840.01%
133MICRON TECHNOLOGY INCMU100$10,3710.01%
134SCHWAB STRATEGIC TR80852430096$10,0230.01%
135V F CORPVFC500$9,9750.01%
136JOHNSON & JOHNSONJNJ60$9,7240.01%
137EVERGY INCEVRG151$9,3640.01%
138SOUTHWEST AIRLS CO844741108310$9,1860.01%
139FIDELITY MERRIMACK STR TR316188309190$8,8810.01%
140ROBLOX CORPRBLX200$8,8520.01%
141PRINCIPAL FINANCIAL GROUP INPFG103$8,8480.01%
142PAYPAL HLDGS INCPYPL110$8,5840.01%
143FIDELITY COVINGTON TRUST316092857289$8,5200.00%
144VANGUARD WORLD FD92204A30668$8,3280.00%
145ALTRIA GROUP INCMO160$8,1670.00%
146DICKS SPORTING GOODS INC25339310237$7,7220.00%
147ROKU INCROKU100$7,4660.00%
148VANGUARD INDEX FDS92290874440$6,9410.00%
149ISHARES TR46428852198$6,0340.00%
150ISHARES TR46428715048$6,0300.00%
151ABBVIE INCABBV30$5,8310.00%
152SOLVENTUM CORPSOLV82$5,7180.00%
153VANGUARD CHARLOTTE FDS92203J40795$4,7770.00%
154OCCIDENTAL PETE CORP67459910588$4,5360.00%
155SPDR SER TR78464A84772$3,9370.00%
156VANGUARD TAX-MANAGED FDS92194385874$3,9260.00%
157SCHWAB STRATEGIC TR80852483979$3,7400.00%
158MONOLITHIC PWR SYS INC6098391054$3,6980.00%
159ISHARES TR46428722634$3,4820.00%
160PINTEREST INCPINS100$3,2370.00%
161CBRE GROUP INCCBRE25$3,1120.00%
162FLAHERTY & CRUMRINE PFD SECS338478100186$3,0530.00%
163VANGUARD INDEX FDS92290861115$3,0330.00%
164MICROSOFT CORPMSFT7$3,0130.00%
165SPDR S&P 500 ETF TRSPY5$2,8690.00%
166ISHARES TR46432F83438$2,7600.00%
167ISHARES TR46428759814$2,6450.00%
168PROCTER AND GAMBLE CO74271810915$2,5980.00%
169D R HORTON INC23331A10913$2,4810.00%
170GATX CORPGATX18$2,3850.00%
171LUMEN TECHNOLOGIES INCLUMN307$2,1800.00%
172CIRRUS LOGIC INCCRUS17$2,1120.00%
173FORD MTR CO345370860200$2,1120.00%
174PEPSICO INCPEP12$2,0410.00%
175SCHWAB STRATEGIC TR80852484783$1,9310.00%
176VIATRIS INCVTRS166$1,9300.00%
177SCHWAB STRATEGIC TR80852410228$1,8630.00%
178GOLDMAN SACHS ETF TRNVGLF16$1,8080.00%
179VANGUARD SPECIALIZED FUNDS9219088449$1,7830.00%
180KYNDRYL HLDGS INCKD76$1,7470.00%
181SPIRIT AEROSYSTEMS HLDGS INC84857410953$1,7240.00%
182PRUDENTIAL FINL INCPUKPF14$1,6960.00%
183INVESCO EXCHANGE TRADED FD TIVZ16$1,6750.00%
184VANGUARD INTL EQUITY INDEX F92204285833$1,5870.00%
185CHARLES RIV LABS INTL INC1598641078$1,5760.00%
186VICTORY PORTFOLIOS II92647N82424$1,5600.00%
187MYRIAD GENETICS INCMYGN55$1,5070.00%
188KENVUE INCKVUE56$1,2960.00%
189BLOCK H & R INCBSQKZ20$1,2710.00%
190SONOS INCSONO100$1,2290.00%
191VANECK ETF TRUST92189F6765$1,2280.00%
192COCA COLA COKO17$1,2220.00%
193INVESCO EXCH TRADED FD TR IIIVZ6$1,2060.00%
194VANGUARD WORLD FD92204A7022$1,1740.00%
195KEYCORP49326710867$1,1230.00%
196US BANCORP DELUSB-PS23$1,0520.00%
197TIDAL TR II88636J60027$1,0110.00%
198ALPHABET INCGOOG6$1,0040.00%
199VANGUARD CHARLOTTE FDS92203J40717$8700.00%
200ISHARES TR46434V45620$8300.00%
201SPDR SER TR78464A84714$7660.00%
202EA SERIES TRUST02072L60719$6800.00%
203NIO INCNIOIF100$6680.00%
204FRANKLIN TEMPLETON ETF TRFGDL20$6640.00%
205SCHWAB STRATEGIC TR80852472210$5530.00%
206SNAP INCSNAP50$5350.00%
207CHARGEPOINT HOLDINGS INCCHPT311$4270.00%
208UNITED PARCEL SERVICE INCUPS2$3290.00%
209OCCIDENTAL PETE CORP67459916211$3270.00%
210YUM BRANDS INCYUM2$2800.00%
211SALESFORCE INCCRM1$2750.00%
212ALIGNMENT HEALTHCARE INCALHC15$1780.00%
213WARNER BROS DISCOVERY INCWBD21$1740.00%
214FUBOTV INCFUBO100$1420.00%
215MEDTRONIC PLCMDT1$1270.00%
216CLEAN ENERGY FUELS CORPCLNE40$1250.00%
217DEXCOM INCDXCM1$990.00%
218VERTEX PHARMACEUTICALS INCVRTX0$970.00%
219KROGER COKR2$880.00%
220DELTA AIR LINES INC DELDAL1$500.00%
221INVESCO ACTIVELY MANAGED EXCIVZ1$490.00%
222DRAFTKINGS INC NEWDKNG1$400.00%
223UNITI GROUP INCUNIT7$400.00%