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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 Q4 2024 · Filed February 14, 2025 · Accession 0001963421-25-000001

Total Value
$163.0M
Positions
32
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (222)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247711,693,862$40.1M23.00%
2VANGUARD INDEX FDS922908637106,399$28.7M16.46%
3SCHWAB STRATEGIC TR808524201817,388$18.9M10.87%
4SCHWAB STRATEGIC TR808524805996,007$18.4M10.57%
5VANGUARD INDEX FDS92290875170,742$17.0M9.75%
6ISHARES TR46432F842162,580$11.4M6.55%
7ISHARES INC46434G10360,898$3.2M1.82%
8SCHWAB STRATEGIC TR808524607118,937$3.1M1.76%
9ISHARES TR4642872005,210$3.1M1.76%
10ISHARES TR46428780424,321$2.8M1.61%
11SCHWAB STRATEGIC TR808524706102,251$2.7M1.56%
12APPLE INCAAPL9,465$2.4M1.36%
13SCHWAB STRATEGIC TR80852477170,000$1.7M0.95%
14SCHWAB STRATEGIC TR80852450858,449$1.6M0.93%
15SCHWAB STRATEGIC TR80852440945,699$1.2M0.68%
16ISHARES TR46428750716,410$1.0M0.59%
17MICROSOFT CORPMSFT2,170$914,7030.52%
18SCHWAB STRATEGIC TR80852420131,052$719,7870.41%
19NETFLIX INCNFLX801$713,9480.41%
20ISHARES TR46436E48631,835$647,8410.37%
21VANGUARD INDEX FDS9229087512,019$485,2140.28%
22COLGATE PALMOLIVE COCL5,159$469,0050.27%
23ISHARES TR4642876635,004$463,3210.27%
24ISHARES TR4642873094,558$462,7740.27%
25VANGUARD MUN BD FDS9229077469,220$462,1990.27%
26ADTRAN HOLDINGS INCADTN54,099$450,6450.26%
27ISHARES TR4642874082,355$449,5230.26%
28VANGUARD INDEX FDS9229086371,444$389,4470.22%
29UMB FINL CORP9027881083,387$382,2570.22%
30ISHARES TR46432F8424,932$346,5940.20%
31SCHWAB STRATEGIC TR80852480518,620$344,4700.20%
32PROCTER AND GAMBLE CO7427181092,039$341,8390.20%
33HENRY JACK & ASSOC INC4262811011,926$337,6540.19%
34VANGUARD TAX-MANAGED FDS9219438586,188$295,9110.17%
35ALPHABET INCGOOG1,421$268,9960.15%
36COSTCO WHSL CORP NEW22160K105270$246,9420.14%
37INVESCO EXCHANGE TRADED FD TIVZ2,145$246,0960.14%
38SPDR SER TR78468R7964,610$221,9720.13%
39ISHARES TR464287200360$211,9250.12%
40SCHWAB STRATEGIC TR8085246077,964$205,9610.12%
41ISHARES TR4642875073,200$199,3920.11%
42SPDR S&P 500 ETF TRSPY318$186,3740.11%
43PEPSICO INCPEP1,165$177,1410.10%
44VANGUARD INDEX FDS922908769607$175,9150.10%
45SCHWAB STRATEGIC TR8085247897,530$175,1480.10%
46ISHARES TR46436E2057,526$171,5930.10%
47GARMIN LTDGRMN792$163,3580.09%
48ALPHABET INCGOOG840$159,9700.09%
49BROADCOM INCAVGO640$148,3780.09%
50ISHARES TR46436E1305,870$147,3370.08%
51ISHARES TR46436E7266,850$146,3160.08%
52INVESCO QQQ TRIVZ284$145,1900.08%
53ISHARES TR4642874731,108$143,3090.08%
54ISHARES TR46436E3125,800$142,5640.08%
55VANGUARD WORLD FD92204A702226$140,5270.08%
56ISHARES INC46434G1032,451$127,9920.07%
57ISHARES TR46434VBD15,080$127,2540.07%
58VANGUARD INDEX FDS922908744738$124,9440.07%
59ISHARES TR46435UAA95,160$123,6340.07%
60ISHARES TR46435U5154,960$123,5040.07%
61ISHARES TR46435GAA05,110$122,9980.07%
62WALMART INCWMT1,332$120,3470.07%
63ISHARES TR46435G5161,575$119,9210.07%
64DELL TECHNOLOGIES INCDELL1,006$115,9320.07%
65ISHARES TR464287655500$110,4800.06%
66ISHARES TR464287481772$97,8510.06%
67ISHARES TR464287614242$97,1830.06%
68VANGUARD WHITEHALL FDS921946406750$95,6930.05%
69SELECT SECTOR SPDR TR81369Y209694$95,4740.05%
70ISHARES TR4642874991,000$88,4000.05%
71ISHARES TR46435U6632,080$87,4640.05%
72ISHARES TR46438G6533,300$83,9850.05%
73BRISTOL-MYERS SQUIBB COCELG-RI1,380$78,0530.04%
74ISHARES TR464288158695$73,3090.04%
75ENTERPRISE PRODS PARTNERS L2937921072,297$72,0340.04%
76VANGUARD SCOTTSDALE FDS92206C599277$71,8860.04%
77AMAZON COM INCAMZN327$71,8280.04%
78ARES MANAGEMENT CORPORATIONARES-PB397$70,2810.04%
79AMGEN INCAMGN251$65,4990.04%
80PHILLIPS 66PSX574$65,3960.04%
81ARISTA NETWORKS INCANET576$63,6660.04%
82PALO ALTO NETWORKS INCPANW344$62,5950.04%
83DISNEY WALT CO254687106551$61,3750.04%
84ISHARES TR464287523284$61,2000.04%
85ISHARES TR46436E6681,712$61,1560.04%
86ISHARES TR464287622177$57,0230.03%
87DNP SELECT INCOME FD INC23325P1046,300$55,5660.03%
88VANGUARD WORLD FD921910725900$51,0300.03%
89ISHARES TR464288877954$50,0570.03%
90SCHWAB CHARLES CORPSCHW-PJ659$48,7730.03%
91ORACLE CORPORCL-PD276$45,9930.03%
92T-MOBILE US INCTMUSZ208$45,9120.03%
93MONDELEZ INTL INC609207105761$45,4550.03%
94DBX ETF TR2330512001,060$43,8840.03%
95CHURCH & DWIGHT CO INCCHD414$43,3500.02%
963M COMMM330$42,6000.02%
97NUSHARES ETF TRNU980$41,0450.02%
98SCHWAB STRATEGIC TR8085247971,500$40,9800.02%
99CLOROX CO DELCLX250$40,6070.02%
100AT&T INCT-PC1,763$40,1360.02%
101PFIZER INCPFE1,400$37,1550.02%
102NUSHARES ETF TRNU1,270$36,8560.02%
103TEXTRON INCTXT478$36,5840.02%
104CROWDSTRIKE HLDGS INCCRWD104$35,5850.02%
105ISHARES TR464287226363$35,2100.02%
106NVIDIA CORPORATIONNVDA260$34,9160.02%
107ISHARES INC46434G8631,025$34,2250.02%
108ISHARES TR464287168250$32,7830.02%
109BP PLCBPPFF1,095$32,3690.02%
110J P MORGAN EXCHANGE TRADED F46641Q761551$31,5450.02%
111ELI LILLY & COLLY40$30,8800.02%
112SCHWAB STRATEGIC TR8085243001,065$29,6960.02%
113META PLATFORMS INCMETA50$29,2760.02%
114CHEVRON CORP NEWCVX200$28,9680.02%
115EPR PPTYS26884U109603$26,7080.02%
116THE CIGNA GROUP12552310094$25,9580.01%
117CAPITOL FED FINL INC14057J1014,312$25,4840.01%
118ARM HOLDINGS PLC042068205200$24,6720.01%
119AMEREN CORPAEE275$24,5140.01%
120EXXON MOBIL CORPXOM200$21,5140.01%
121APPLE INCAAPL83$20,7850.01%
122TAIWAN SEMICONDUCTOR MFG LTD874039100100$19,7490.01%
123HARTFORD FINL SVCS GROUP INCHIG-PG159$17,3950.01%
124PG&E CORPPCG-PX856$17,2750.01%
125GE AEROSPACE369604301100$16,6790.01%
126ISHARES TR464288521290$16,6200.01%
127VANGUARD WORLD FD92204A50460$15,2220.01%
128KINDER MORGAN INC DELEP-PC537$14,7140.01%
129ISHARES TR46436E767281$13,9530.01%
130DILLARDS INC25406710132$13,8160.01%
131SALESFORCE INCCRM41$13,7090.01%
132ISHARES TR46428876091$13,2430.01%
133XCEL ENERGY INCXELLL192$12,9640.01%
134ARES CAPITAL CORPARCC589$12,8890.01%
135ADVANCED MICRO DEVICES INCAMD100$12,0790.01%
136ROBLOX CORPRBLX200$11,5720.01%
137V F CORPVFC500$10,7300.01%
138SCHWAB STRATEGIC TR808524300385$10,7200.01%
139SOUTHWEST AIRLS CO844741108310$10,4230.01%
140FIDELITY MERRIMACK STR TR316188309213$9,5580.01%
141ISHARES TR46428755672$9,5200.01%
142PAYPAL HLDGS INCPYPL110$9,3890.01%
143EVERGY INCEVRG151$9,2950.01%
144JOHNSON & JOHNSONJNJ60$8,6780.00%
145DICKS SPORTING GOODS INC25339310237$8,4680.00%
146MICRON TECHNOLOGY INCMU100$8,4160.00%
147ALTRIA GROUP INCMO160$8,3670.00%
148VANGUARD WORLD FD92204A30668$8,2500.00%
149VANGUARD INDEX FDS92290874447$7,9680.00%
150FIDELITY COVINGTON TRUST316092857291$7,8630.00%
151ROKU INCROKU100$7,4340.00%
152ISHARES TR46428715048$6,1740.00%
153UNION PAC CORPUNP25$5,7010.00%
154SOLVENTUM CORPSOLV82$5,4170.00%
155ABBVIE INCABBV30$5,2470.00%
156CAMECO CORPCCJ100$5,1390.00%
157VANGUARD CHARLOTTE FDS92203J40799$4,8560.00%
158VANGUARD TAX-MANAGED FDS92194385893$4,4610.00%
159OCCIDENTAL PETE CORP67459910588$4,3490.00%
160INTEL CORPINTC200$4,0100.00%
161ISHARES TR46428722641$3,9500.00%
162SCHWAB STRATEGIC TR808524839159$3,5990.00%
163VANGUARD INDEX FDS92290861118$3,5000.00%
164MICROSOFT CORPMSFT7$2,9510.00%
165SPDR S&P 500 ETF TRSPY5$2,9310.00%
166PINTEREST INCPINS100$2,9000.00%
167FLAHERTY & CRUMRINE PFD SECS338478100186$2,8890.00%
168KYNDRYL HLDGS INCKD76$2,6300.00%
169ISHARES TR46428759814$2,5930.00%
170PROCTER AND GAMBLE CO74271810915$2,5150.00%
171ISHARES TR46432F83438$2,5140.00%
172SCHWAB STRATEGIC TR808524847108$2,2680.00%
173VIATRIS INCVTRS168$2,0900.00%
174FORD MTR CO345370860200$1,9800.00%
175SCHWAB STRATEGIC TR80852410284$1,9070.00%
176GOLDMAN SACHS ETF TRNVGLF16$1,8430.00%
177PEPSICO INCPEP12$1,8250.00%
178NUSCALE PWR CORPNU100$1,7930.00%
179VANGUARD SPECIALIZED FUNDS9219088449$1,7630.00%
180VANGUARD INTL EQUITY INDEX F92204285839$1,7280.00%
181INVESCO EXCHANGE TRADED FD TIVZ16$1,6790.00%
182PRUDENTIAL FINL INCPUKPF14$1,6600.00%
183APPLIED DIGITAL CORPAPLD200$1,5280.00%
184SONOS INCSONO100$1,5040.00%
185VICTORY PORTFOLIOS II92647N82424$1,5020.00%
186INVESCO EXCH TRADED FD TR IIIVZ6$1,2630.00%
187VANGUARD WORLD FD92204A7022$1,2440.00%
188VANECK ETF TRUST92189F6765$1,2110.00%
189KENVUE INCKVUE56$1,1960.00%
190ALPHABET INCGOOG6$1,1430.00%
191US BANCORP DELUSB-PS23$1,1010.00%
192TIDAL TR II88636J60027$1,0930.00%
193COCA COLA COKO17$1,0590.00%
194BLOCK H & R INCBSQKZ20$1,0570.00%
195VANGUARD CHARLOTTE FDS92203J40720$9890.00%
196LUMEN TECHNOLOGIES INCLUMN170$9030.00%
197SPDR SER TR78464A84714$7660.00%
198ISHARES TR46434V45620$7430.00%
199EA SERIES TRUST02072L60719$6210.00%
200FRANKLIN TEMPLETON ETF TRFGDL20$6010.00%
201SCHWAB STRATEGIC TR80852472220$5670.00%
202SNAP INCSNAP50$5390.00%
203NIO INCNIOIF100$4360.00%
204TESLA INCTSLA1$4040.00%
205CHARGEPOINT HOLDINGS INCCHPT311$3330.00%
206UNITED PARCEL SERVICE INCUPS2$3080.00%
207OCCIDENTAL PETE CORP67459916211$3040.00%
208YUM BRANDS INCYUM2$2690.00%
209FIDELITY WISE ORIGIN BITCOINFBTC3$2450.00%
210WARNER BROS DISCOVERY INCWBD21$2220.00%
211ALIGNMENT HEALTHCARE INCALHC15$1690.00%
212COMPUGEN LTDCGEN100$1530.00%
213FUBOTV INCFUBO100$1260.00%
214DEXCOM INCDXCM1$1150.00%
215MEDTRONIC PLCMDT1$1130.00%
216CLEAN ENERGY FUELS CORPCLNE40$1010.00%
217KROGER COKR2$940.00%
218VERTEX PHARMACEUTICALS INCVRTX0$840.00%
219DELTA AIR LINES INC DELDAL1$600.00%
220INVESCO ACTIVELY MANAGED EXCIVZ1$470.00%
221UNITI GROUP INCUNIT7$390.00%
222DRAFTKINGS INC NEWDKNG1$380.00%