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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

Wallace Advisory Group, LLC

Quarter ended Q1 2023 · Filed February 21, 2023 · Accession 0001085146-23-001424

Total Value
$126.7M
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1MERCK & CO INCMRK117,421$13.0M10.28%
2CHEVRON CORP NEWCVX42,306$7.6M5.99%
3WISDOMTREE TRWT129,788$6.5M5.15%
4CIGNA CORP NEW12552310012,572$4.2M3.29%
5ISHARES TR46436E71833,270$3.3M2.63%
6WISDOMTREE TRWT55,539$2.8M2.20%
7VANGUARD INDEX FDS92290873610,555$2.2M1.78%
8ISHARES TR4642872005,493$2.1M1.67%
9ISHARES TR46428744019,442$1.9M1.47%
10ISHARES TR46429B74718,874$1.8M1.44%
11APPLE INCAAPL13,762$1.8M1.41%
12SPDR INDEX SHS FDS78463X50943,064$1.4M1.12%
13VANGUARD INDEX FDS9229086378,121$1.4M1.12%
14JOHNSON & JOHNSONJNJ7,718$1.4M1.08%
15ISHARES TR46436E71813,363$1.3M1.06%
16MASTERCARD INCORPORATEDMA3,755$1.3M1.03%
17MICROSOFT CORPMSFT5,383$1.3M1.02%
18AMAZON COM INCAMZN15,320$1.3M1.02%
19THERMO FISHER SCIENTIFIC INCTMO1,972$1.1M0.86%
20ADOBE SYSTEMS INCORPORATEDADBE3,145$1.1M0.84%
21VANGUARD WHITEHALL FDS9219464069,763$1.1M0.83%
22PHILIP MORRIS INTL INC71817210910,410$1.1M0.83%
23ALPHABET INCGOOG11,421$1.0M0.80%
24LISTED FD TR53656F14428,589$1.0M0.79%
25VANGUARD STAR FDS92190976818,401$951,7000.75%
26ISHARES TR4642872002,377$913,2670.72%
27CISCO SYS INCCSCO19,098$909,8280.72%
28VANGUARD INDEX FDS9229085954,521$906,6410.72%
29WORLD GOLD TRGLDW24,808$897,8020.71%
30VANGUARD INDEX FDS9229085384,966$892,6880.70%
31VANGUARD INDEX FDS9229087446,170$866,0830.68%
32NETFLIX INCNFLX2,907$857,2160.68%
33ALPHABET INCGOOG9,704$856,1840.68%
34UNITEDHEALTH GROUP INCUNH1,614$855,7100.68%
35VISA INCV4,090$849,8020.67%
36SPDR INDEX SHS FDS78463X88927,916$828,8260.65%
37JPMORGAN CHASE & COVYLD6,099$817,8760.65%
38NOVO-NORDISK A SNONOF5,835$789,7090.62%
39ISHARES TR46429B7478,077$783,1460.62%
40LOWES COS INC5486611073,859$768,8660.61%
41AUTODESK INCADSK4,104$766,9150.61%
42ISHARES TR4642874407,987$764,9950.60%
43SERVICENOW INCNOW1,944$754,7970.60%
44ABBOTT LABSABLZF6,768$743,0590.59%
45ACCENTURE PLC IRELANDACN2,740$731,1420.58%
46J P MORGAN EXCHANGE TRADED F46641Q83713,008$652,0910.51%
47RAYTHEON TECHNOLOGIES CORPRTX5,942$599,6670.47%
48HOME DEPOT INCHD1,898$599,5030.47%
49PG&E CORPPCG-PX35,640$579,5070.46%
50FIRSTENERGY CORPFE13,811$579,2340.46%
51SPDR SER TR78464A8398,562$554,1320.44%
52INTERNATIONAL BUSINESS MACHSINTR3,909$550,7390.43%
53SALESFORCE INCCRM4,034$534,8680.42%
54FMC CORPFMC4,165$519,7920.41%
55UNITED PARCEL SERVICE INCUPS2,941$511,2640.40%
56SPDR SER TR78464A7634,085$511,0930.40%
57FREEPORT-MCMORAN INCFCX13,441$510,7580.40%
58AMPHENOL CORP NEW0320951016,698$509,9860.40%
59TJX COS INC NEW8725401096,346$505,1420.40%
60RYAN SPECIALTY HOLDINGS INCRYAN11,713$486,2060.38%
61SPDR SER TR78464A8217,432$485,6070.38%
62ZOETIS INCZTS3,302$483,9080.38%
63BOOKING HOLDINGS INCBKNG238$479,6370.38%
64BARRICK GOLD CORP06790110827,204$467,3650.37%
65ISHARES TR46429B26719,911$452,3780.36%
66ABBVIE INCABBV2,774$448,3060.35%
67MARATHON PETE CORPMARA3,820$444,6100.35%
68SPDR SER TR78464A3005,976$443,5390.35%
69SPDR SER TR78464A50811,293$439,1850.35%
70S&P GLOBAL INCSPGI1,300$435,4220.34%
71EXXON MOBIL CORPXOM3,935$434,0310.34%
72COPART INCCPRT7,058$429,7620.34%
73SPDR S&P 500 ETF TRSPY1,119$427,9390.34%
74ISHARES TR46434V40710,451$427,3410.34%
75LISTED FD TR53656F14412,129$427,0660.34%
76VERIZON COMMUNICATIONS INCVZ10,824$426,4660.34%
77PAYPAL HLDGS INCPYPL5,803$413,2900.33%
78PFIZER INCPFE7,990$409,4080.32%
79SPDR SER TR78464A2015,659$408,8060.32%
80SPDR SER TR78464A4098,063$408,5520.32%
81MARKEL CORPMKL304$400,5170.32%
82SHELL PLCRYDAF7,012$399,3330.32%
83SPDR INDEX SHS FDS78463X50912,100$398,8160.31%
84COCA COLA COKO6,246$397,3080.31%
85CENTENE CORP DELCNC4,833$396,3550.31%
86GARTNER INCIT1,167$392,2750.31%
87WILLIAMS COS INC96945710011,896$391,3780.31%
88WORLD GOLD TRGLDW10,747$388,9340.31%
89ISHARES TR4642874323,886$386,8900.31%
90AIRBNB INCABNB4,516$386,1180.30%
91AMGEN INCAMGN1,447$380,0400.30%
92NIKE INCNKE3,210$375,6020.30%
93BRISTOL-MYERS SQUIBB COCELG-RI5,116$368,0970.29%
94WELLS FARGO CO NEW9497461018,893$367,2060.29%
95METLIFE INCMET-PF5,006$362,2840.29%
96J P MORGAN EXCHANGE TRADED F46641Q8377,145$358,1790.28%
97AES CORPAES12,192$350,6420.28%
98APPLIED MATLS INC0382221053,598$350,3730.28%
99ILLUMINA INCILMN1,721$347,9870.27%
100AMERICAN INTL GROUP INC0268747845,334$337,3220.27%
101INVESCO ACTVELY MNGD ETC FDIVZ22,802$337,0130.27%
102STRYKER CORPORATIONSYK1,344$328,5940.26%
103ORGANON & COOGN11,711$327,0880.26%
104NVIDIA CORPORATIONNVDA2,235$326,6220.26%
105BANK AMERICA CORP0605051049,809$324,8740.26%
106ZEBRA TECHNOLOGIES CORPORATIZBRA1,258$322,5640.25%
107CORNING INCGLW9,832$314,0340.25%
108INTUITINTU806$313,7110.25%
109SPDR SER TR78464A38314,393$312,3280.25%
110HORIZON THERAPEUTICS PUB LG461881012,740$311,8120.25%
111HUMANA INCHUM605$309,8750.24%
112AT&T INCT-PC16,484$303,4700.24%
113SPS COMM INCSPSC2,346$301,2970.24%
114QUALCOMM INCQCOM2,729$300,0270.24%
115SHERWIN WILLIAMS COSHW1,256$298,0860.24%
116FISERV INCFISV2,943$297,4490.23%
117FOX FACTORY HLDG CORPFOXF3,161$288,3780.23%
118TECHNIPFMC PLCFTI23,400$285,2460.23%
119APPLE INCAAPL2,194$285,0060.22%
120DISNEY WALT CO2546871063,238$281,3170.22%
121JD.COM INCJDCMF4,913$275,7660.22%
122DECKERS OUTDOOR CORPDECK685$273,4250.22%
123US BANCORP DELUSB-PS6,245$272,3440.21%
124STARBUCKS CORPSBUX2,711$268,9310.21%
125CATERPILLAR INCCAT1,107$265,1930.21%
126MORGAN STANLEYMS-PQ3,077$261,6070.21%
127SPDR SER TR78464A6648,997$261,1830.21%
128BILL COM HLDGS INCBILL2,340$254,9660.20%
129ISHARES TR46434V8785,030$251,7010.20%
130SPDR INDEX SHS FDS78463X8718,512$250,3380.20%
131CINTAS CORPCTAS553$249,7460.20%
132ULTA BEAUTY INCULTA493$231,2520.18%
133IDEX CORP45167R1041,010$230,6130.18%
134MASTERCARD INCORPORATEDMA658$228,8060.18%
135DIMENSIONAL ETF TRUST25434V7089,354$227,1170.18%
136TAKE-TWO INTERACTIVE SOFTWARTTWO2,137$222,5260.18%
137DIODES INCDIOD2,847$216,7700.17%
138AAON INCAAON2,876$216,6200.17%
139TERADATA CORP DELTDC6,429$216,4000.17%
140SOUTHWEST AIRLS CO8447411086,318$212,7270.17%
141CSX CORPCSX6,857$212,4300.17%
142TELEDYNE TECHNOLOGIES INCTDY525$209,9520.17%
143FORTUNE BRANDS INNOVATIONS IFBIN3,648$208,3380.16%
144WISDOMTREE TRWT3,382$204,1370.16%
145NEUROCRINE BIOSCIENCES INCNBIX1,702$203,2870.16%
146ISHARES TR464287507839$202,9460.16%
147CONSTELLATION BRANDS INCSTZ872$202,0870.16%
148BOOZ ALLEN HAMILTON HLDG CORBAH1,933$202,0380.16%
149J P MORGAN EXCHANGE TRADED F46641Q7615,206$201,7320.16%
150KEYSIGHT TECHNOLOGIES INCKEYS1,177$201,3500.16%
151ISHARES TR4642872421,852$195,2560.15%
152AMAZON COM INCAMZN2,312$194,2080.15%
153INVESCO ACTVELY MNGD ETC FDIVZ12,432$183,7450.15%
154ALPHABET INCGOOG2,008$177,1660.14%
155SPDR SER TR78464A7631,408$176,1550.14%
156WEST PHARMACEUTICAL SVSC INC955306105742$174,6300.14%
157NAPCO SEC TECHNOLOGIES INC6304021056,300$173,1240.14%
158ASPEN TECHNOLOGY INC29109X106821$168,6330.13%
159CITIGROUP INCC-PR3,683$166,5820.13%
160ALPHABET INCGOOG1,830$162,3760.13%
161ISHARES TR464287655909$158,4930.13%
162ORACLE CORPORCL-PD1,908$155,9600.12%
163HEICO CORP NEWHEI-A1,291$154,7270.12%
164COOPER COS INC216648402466$154,0920.12%
165ADOBE SYSTEMS INCORPORATEDADBE455$153,1210.12%
166MONOLITHIC PWR SYS INC609839105427$150,9910.12%
167MICROSOFT CORPMSFT567$135,9780.11%
168STARBUCKS CORPSBUX1,327$131,6380.10%
169US BANCORP DELUSB-PS2,927$127,6460.10%
170SPDR S&P 500 ETF TRSPY324$123,9700.10%
171UNITEDHEALTH GROUP INCUNH218$115,5790.09%
172LOWES COS INC548661107571$113,7660.09%
173THERMO FISHER SCIENTIFIC INCTMO202$111,2390.09%
174ZEBRA TECHNOLOGIES CORPORATIZBRA432$110,7690.09%
175AUTODESK INCADSK551$102,9650.08%
176HALEON PLCHLNCF12,559$100,4720.08%
177VISA INCV478$99,3090.08%
178INTUITINTU248$96,5270.08%
179NVIDIA CORPORATIONNVDA655$95,7220.08%
180VANGUARD INDEX FDS922908637548$95,4620.08%
181ACCENTURE PLC IRELANDACN356$94,9950.07%
182JD.COM INCJDCMF1,690$94,8600.07%
183PAYPAL HLDGS INCPYPL1,318$93,8680.07%
184MITSUBISHI UFJ FINL GROUP IN60682210412,703$84,7290.07%
185NETFLIX INCNFLX287$84,6310.07%
186TJX COS INC NEW8725401091,040$82,7840.07%
187AMPHENOL CORP NEW0320951011,081$82,3070.06%
188DISNEY WALT CO254687106930$80,7980.06%
189RAYTHEON TECHNOLOGIES CORPRTX783$79,0200.06%
190SALESFORCE INCCRM592$78,4930.06%
191NIKE INCNKE666$77,9290.06%
192NOVO-NORDISK A SNONOF560$75,7900.06%
193S&P GLOBAL INCSPGI216$72,3470.06%
194ISHARES TR46429B2673,175$72,1360.06%
195BOOKING HOLDINGS INCBKNG35$70,5350.06%
196WEST PHARMACEUTICAL SVSC INC955306105294$69,1930.05%
197ISHARES TR464287432688$68,4970.05%
198BANCO BILBAO VIZCAYA ARGENTABBVXF11,229$67,4860.05%
199COOPER COS INC216648402199$65,8030.05%
200ASPEN TECHNOLOGY INC29109X106316$64,9060.05%
201SERVICENOW INCNOW167$64,8410.05%
202GERDAU SAGGB11,623$64,3910.05%
203COPART INCCPRT1,044$63,5690.05%
204CISCO SYS INCCSCO1,320$62,8850.05%
205FISERV INCFISV604$61,0460.05%
206ABBOTT LABSABLZF551$60,4940.05%
207CINTAS CORPCTAS131$59,1620.05%
208MARKEL CORPMKL42$55,3350.04%
209ITAU UNIBANCO HLDG S A46556210611,542$54,3630.04%
210JPMORGAN CHASE & COVYLD400$53,6400.04%
211ORACLE CORPORCL-PD645$52,7220.04%
212HEICO CORP NEWHEI-A435$52,1350.04%
213MONOLITHIC PWR SYS INC609839105139$49,1520.04%
214ISHARES TR464287507203$49,1480.04%
215TAKE-TWO INTERACTIVE SOFTWARTTWO458$47,6920.04%
216FMC CORPFMC381$47,5490.04%
217FREEPORT-MCMORAN INCFCX1,230$46,7400.04%
218FORTUNE BRANDS INNOVATIONS IFBIN808$46,1450.04%
219ISHARES TR464287655264$46,0670.04%
220PG&E CORPPCG-PX2,828$45,9830.04%
221SHERWIN WILLIAMS COSHW193$45,8050.04%
222NAPCO SEC TECHNOLOGIES INC6304021051,663$45,6990.04%
223HOME DEPOT INCHD138$43,5890.03%
224DIANA SHIPPING INCDSX-WT10,914$42,5650.03%
225MARATHON PETE CORPMARA365$42,4820.03%
226CIGNA CORP NEW125523100128$42,4120.03%
227BARRICK GOLD CORP0679011082,463$42,3140.03%
228CONSTELLATION BRANDS INCSTZ182$42,1790.03%
229BRISTOL-MYERS SQUIBB COCELG-RI578$41,5870.03%
230FIRSTENERGY CORPFE971$40,7240.03%
231JOHNSON & JOHNSONJNJ228$40,2760.03%
232AIRBNB INCABNB470$40,1850.03%
233ISHARES TR46434V407941$38,4770.03%
234PHILIP MORRIS INTL INC718172109380$38,4600.03%
235VERIZON COMMUNICATIONS INCVZ972$38,2970.03%
236ILLUMINA INCILMN186$37,6090.03%
237GARTNER INCIT110$36,9750.03%
238WILLIAMS COS INC9694571001,109$36,4860.03%
239ZOETIS INCZTS240$35,1720.03%
240BANK AMERICA CORP0605051041,024$33,9150.03%
241CITIGROUP INCC-PR746$33,7420.03%
242WELLS FARGO CO NEW949746101816$33,6930.03%
243FOX FACTORY HLDG CORPFOXF362$33,0250.03%
244AES CORPAES1,145$32,9300.03%
245APPLIED MATLS INC038222105332$32,3300.03%
246METLIFE INCMET-PF445$32,2050.03%
247CORNING INCGLW985$31,4610.02%
248SPDR INDEX SHS FDS78463X8891,036$30,7590.02%
249AMERICAN INTL GROUP INC026874784483$30,5450.02%
250SPDR SER TR78464A3831,361$29,5340.02%
251TECHNIPFMC PLCFTI2,327$28,3660.02%
252QURATE RETAIL INC74915M10017,190$28,0200.02%
253ISHARES TR464287242256$26,9900.02%
254CENTENE CORP DELCNC322$26,4070.02%
255HUMANA INCHUM51$26,1220.02%
256BUTTERFLY NETWORK INCBFLY10,336$25,4270.02%
257QUALCOMM INCQCOM227$24,9560.02%
258CHEVRON CORP NEWCVX139$24,9490.02%
259MORGAN STANLEYMS-PQ282$23,9760.02%
260SOUTHWEST AIRLS CO844741108705$23,7370.02%
261TERADATA CORP DELTDC650$21,8790.02%
262SPDR SER TR78464A508542$21,0780.02%
263CATERPILLAR INCCAT86$20,6020.02%
264SPDR SER TR78464A409369$18,6970.01%
265AUGMEDIX INC05105P10711,233$17,5240.01%
266CSX CORPCSX555$17,1940.01%
267SPDR SER TR78464A664546$15,8500.01%
268SPDR SER TR78464A839195$12,6200.01%
269SPDR SER TR78464A821187$12,2190.01%
270HALEON PLCHLNCF1,487$11,8960.01%
271AT&T INCT-PC636$11,7090.01%
272PFIZER INCPFE217$11,0950.01%
273J P MORGAN EXCHANGE TRADED F46641Q761271$10,5010.01%
274WISDOMTREE TRWT173$10,4420.01%
275HORIZON THERAPEUTICS PUB LG4618810173$8,3070.01%
276UNITED PARCEL SERVICE INCUPS43$7,4750.01%
277SPS COMM INCSPSC52$6,6780.01%
278COCA COLA COKO102$6,4880.01%
279BOOZ ALLEN HAMILTON HLDG CORBAH61$6,3760.01%
280TELEDYNE TECHNOLOGIES INCTDY15$5,9990.00%
281MITSUBISHI UFJ FINL GROUP IN606822104690$4,6020.00%
282RYAN SPECIALTY HOLDINGS INCRYAN109$4,5250.00%
283QURATE RETAIL INC74915M1002,454$4,0000.00%
284BANCO BILBAO VIZCAYA ARGENTABBVXF577$3,4680.00%
285IDEX CORP45167R10415$3,4250.00%
286GERDAU SAGGB606$3,3570.00%
287ITAU UNIBANCO HLDG S A465562106657$3,0940.00%
288DIANA SHIPPING INCDSX-WT741$2,8900.00%
289BILL COM HLDGS INCBILL19$2,0700.00%
290SPDR SER TR78464A3005$3710.00%
291SPDR SER TR78464A2015$3610.00%