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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 Q3 2023 · Filed July 11, 2023 · Accession 0001085146-23-002627

Total Value
$131.5M
Positions
323
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (323)

#IssuerTicker / CUSIPSharesValue% of Filing
1MERCK & CO INCMRK117,421$12.5M9.50%
2CHEVRON CORP NEWCVX42,190$6.9M5.24%
3ISHARES TR46436E71833,420$3.4M2.56%
4THE CIGNA GROUP12552310012,542$3.2M2.44%
5AMAZON COM INCAMZN27,706$2.9M2.18%
6WISDOMTREE TRWT51,127$2.6M1.96%
7WORLD GOLD TRGLDW64,392$2.5M1.92%
8APPLE INCAAPL13,562$2.2M1.70%
9ISHARES TR4642872005,425$2.2M1.70%
10ISHARES TR46428744019,469$1.9M1.47%
11ISHARES TR46429B74718,617$1.8M1.41%
12VANGUARD INTL EQUITY INDEX F92204287427,385$1.7M1.27%
13MICROSOFT CORPMSFT5,472$1.6M1.20%
14ISHARES TR46436E71814,363$1.4M1.10%
15ALPHABET INCGOOG13,730$1.4M1.08%
16MASTERCARD INCORPORATEDMA3,649$1.3M1.01%
17WISDOMTREE TRWT24,921$1.3M0.95%
18NETFLIX INCNFLX3,516$1.2M0.92%
19ADOBE SYSTEMS INCORPORATEDADBE3,044$1.2M0.89%
20JOHNSON & JOHNSONJNJ7,561$1.2M0.89%
21WORLD GOLD TRGLDW29,431$1.2M0.88%
22AUTODESK INCADSK5,528$1.2M0.88%
23CISCO SYS INCCSCO21,826$1.1M0.87%
24SALESFORCE INCCRM5,647$1.1M0.86%
25THERMO FISHER SCIENTIFIC INCTMO1,879$1.1M0.82%
26UNITEDHEALTH GROUP INCUNH2,273$1.1M0.82%
27ISHARES TR4642872002,606$1.1M0.81%
28J P MORGAN EXCHANGE TRADED F46641Q83721,069$1.1M0.81%
29PHILIP MORRIS INTL INC71817210910,367$1.0M0.77%
30LISTED FD TR53656F14428,271$981,8520.75%
31SERVICENOW INCNOW2,071$962,4350.73%
32VISA INCV4,095$923,3370.70%
33ISHARES INC46428680631,923$908,5290.69%
34NOVO-NORDISK A SNONOF5,640$897,5500.68%
35ALPHABET INCGOOG8,553$889,5120.68%
36ISHARES TR4642874408,895$881,6720.67%
37SPDR INDEX SHS FDS78463X88927,449$881,6620.67%
38ISHARES TR46429B7478,787$871,9340.66%
39ACCENTURE PLC IRELANDACN3,034$867,1480.66%
40JPMORGAN CHASE & COVYLD5,892$767,7870.58%
41PAYPAL HLDGS INCPYPL10,027$761,4500.58%
42AIRBNB INCABNB6,046$752,1230.57%
43LOWES COS INC5486611073,664$732,7780.56%
44VANGUARD INTL EQUITY INDEX F92204287411,880$724,0860.55%
45WISDOMTREE TRWT12,039$701,9760.53%
46ABBOTT LABSABLZF6,749$683,4040.52%
47VANGUARD WHITEHALL FDS9219464065,780$609,7900.46%
48VERIZON COMMUNICATIONS INCVZ15,575$605,7110.46%
49ILLUMINA INCILMN2,491$579,2830.44%
50SPDR INDEX SHS FDS78463X50916,768$572,2920.44%
51RAYTHEON TECHNOLOGIES CORPRTX5,837$571,6180.43%
52UNITED PARCEL SERVICE INCUPS2,941$570,5250.43%
53HOME DEPOT INCHD1,915$565,1540.43%
54SPDR SER TR78464A8398,503$561,8790.43%
55PG&E CORPPCG-PX34,406$556,3450.42%
56ZOETIS INCZTS3,250$540,9300.41%
57FIRSTENERGY CORPFE13,213$529,3130.40%
58AMPHENOL CORP NEW0320951016,412$523,9890.40%
59INTERNATIONAL BUSINESS MACHSINTR3,961$519,2470.40%
60BARRICK GOLD CORP06790110827,924$518,5480.39%
61DISNEY WALT CO2546871065,102$510,8640.39%
62SPDR SER TR78464A8217,413$507,3460.39%
63SPDR SER TR78464A7634,017$496,9480.38%
64FMC CORPFMC4,067$496,7030.38%
65BOOKING HOLDINGS INCBKNG187$496,0000.38%
66COPART INCCPRT6,473$486,8350.37%
67RYAN SPECIALTY HOLDINGS INCRYAN12,047$484,7710.37%
68ABBVIE INCABBV2,991$476,6760.36%
69TJX COS INC NEW8725401096,065$475,2540.36%
70SHELL PLCRYDAF8,253$474,8780.36%
71TAKE-TWO INTERACTIVE SOFTWARTTWO3,975$474,2180.36%
72ISHARES TR46429B26720,120$470,4050.36%
73SPDR S&P 500 ETF TRSPY1,119$458,1070.35%
74SPDR SER TR78464A4098,274$458,0490.35%
75SPDR SER TR78464A3005,979$455,4800.35%
76SPDR SER TR78464A50811,177$455,1270.35%
77LISTED FD TR53656F14412,970$450,4480.34%
78ISHARES TR4642874575,454$448,1010.34%
79FREEPORT-MCMORAN INCFCX10,786$441,2550.34%
80FISERV INCFISV3,877$438,2170.33%
81AT&T INCT-PC22,647$435,9550.33%
82ISHARES TR46434V40710,390$433,0550.33%
83S&P GLOBAL INCSPGI1,254$432,3420.33%
84ISHARES INC46428680615,166$431,6240.33%
85EXXON MOBIL CORPXOM3,935$431,5120.33%
86APPLIED MATLS INC0382221053,498$429,6590.33%
87NVIDIA CORPORATIONNVDA1,506$418,3210.32%
88SPDR SER TR78464A2015,670$418,1620.32%
89SPS COMM INCSPSC2,743$417,7590.32%
90FOX FACTORY HLDG CORPFOXF3,417$414,7210.32%
91ISHARES TR4642874323,886$413,3540.31%
92NIKE INCNKE3,323$407,5330.31%
93ZEBRA TECHNOLOGIES CORPORATIZBRA1,277$406,0860.31%
94J P MORGAN EXCHANGE TRADED F46641Q8378,049$405,0260.31%
95COCA COLA COKO6,341$393,3330.30%
96MARKEL GROUP INCMKL302$385,7780.29%
97STRYKER CORPORATIONSYK1,346$384,2420.29%
98SOUTHWEST AIRLS CO84474110811,608$377,7250.29%
99CORNING INCGLW10,693$377,2490.29%
100INTUITINTU845$376,7260.29%
101GARTNER INCIT1,155$376,2640.29%
102WELLS FARGO CO NEW94974610110,003$373,9270.28%
103APPLE INCAAPL2,231$367,8260.28%
104BRISTOL-MYERS SQUIBB COCELG-RI5,229$362,4220.28%
105MARATHON PETE CORPMARA2,601$350,6930.27%
106WILLIAMS COS INC96945710011,637$347,4810.26%
107QUALCOMM INCQCOM2,721$347,1460.26%
108PFIZER INCPFE8,455$344,9640.26%
109WISDOMTREE TRWT5,721$333,5830.25%
110INVESCO ACTVELY MNGD ETC FDIVZ23,223$330,2310.25%
111TECHNIPFMC PLCFTI23,247$317,3220.24%
112SPDR SER TR78464A38314,229$315,5990.24%
113CENTENE CORP DELCNC4,938$312,1310.24%
114DECKERS OUTDOOR CORPDECK682$306,5930.23%
115AMAZON COM INCAMZN2,960$305,7380.23%
116HUMANA INCHUM624$302,9270.23%
117MEDTRONIC PLCMDT3,694$297,8100.23%
118POOL CORPPOOL862$295,1830.22%
119BANK AMERICA CORP06050510410,046$287,3160.22%
120METLIFE INCMET-PF4,886$283,0950.22%
121STARBUCKS CORPSBUX2,711$282,2960.21%
122US BANCORP DELUSB-PS7,817$281,8030.21%
123SHERWIN WILLIAMS COSHW1,226$275,5680.21%
124ORGANON & COOGN11,711$275,4430.21%
125PROCTER AND GAMBLE CO7427181091,852$275,3740.21%
126AAON INCAAON2,847$275,2760.21%
127TERADATA CORP DELTDC6,807$274,1860.21%
128SPDR SER TR78464A6648,818$272,3000.21%
129ULTA BEAUTY INCULTA497$271,1980.21%
130SPDR INDEX SHS FDS78463X8718,512$263,6170.20%
131AES CORPAES10,923$263,0260.20%
132MORGAN STANLEYMS-PQ2,991$262,6100.20%
133DOCUSIGN INCDOCU4,504$262,5830.20%
134AMERICAN INTL GROUP INC0268747845,199$261,8220.20%
135WEST PHARMACEUTICAL SVSC INC955306105751$260,1990.20%
136SERVISFIRST BANCSHARES INCSFBS4,761$260,0930.20%
137ALPHABET INCGOOG2,452$254,3460.19%
138CATERPILLAR INCCAT1,089$249,2060.19%
139TELEDYNE TECHNOLOGIES INCTDY540$241,5750.18%
140ASBURY AUTOMOTIVE GROUP INCABG1,145$240,4500.18%
141MASTERCARD INCORPORATEDMA660$239,8510.18%
142CINTAS CORPCTAS518$239,6680.18%
143DIMENSIONAL ETF TRUST25434V7089,377$238,9160.18%
144FLEETCOR TECHNOLOGIES INC3390411051,101$232,1460.18%
145IDEX CORP45167R104995$229,8750.17%
146CITIGROUP INCC-PR4,884$229,0110.17%
147SAIA INCSAIA839$228,2750.17%
148DIODES INCDIOD2,433$225,6850.17%
149NAPCO SEC TECHNOLOGIES INC6304021055,961$224,0140.17%
150DARDEN RESTAURANTS INCDRI1,430$221,8790.17%
151INTERACTIVE BROKERS GROUP IN45841N1072,670$220,4350.17%
152GODADDY INCGDDY2,815$218,7820.17%
153FLOOR & DECOR HLDGS INCFND2,195$215,5930.16%
154METTLER TOLEDO INTERNATIONALMTD139$212,6990.16%
155J P MORGAN EXCHANGE TRADED F46641Q7615,156$212,5820.16%
156EMCOR GROUP INCEME1,305$212,1800.16%
157NCINO INCNCNO8,525$211,2490.16%
158TRUIST FINL CORP89832Q1096,164$210,1920.16%
159ISHARES TR464287507839$209,8840.16%
160WISDOMTREE TRWT3,356$209,2130.16%
161BJS WHSL CLUB HLDGS INC05550J1012,692$204,7800.16%
162MARKETAXESS HLDGS INCMKTX522$204,2540.16%
163ISHARES TR4642872421,852$202,9980.15%
164COMCAST CORP NEWCCZ5,321$201,7190.15%
165WILLIAMS SONOMA INCWSM1,653$201,1040.15%
166CSX CORPCSX6,700$200,5980.15%
167MASCO CORPMAS4,024$200,0730.15%
168INVESCO ACTVELY MNGD ETC FDIVZ14,029$199,4920.15%
169MONOLITHIC PWR SYS INC609839105396$198,2130.15%
170JD.COM INCJDCMF4,418$193,9060.15%
171CONSTELLATION BRANDS INCSTZ837$189,0700.14%
172MICROSOFT CORPMSFT653$188,2600.14%
173RELX PLCRLXXF5,793$187,9250.14%
174ALIGN TECHNOLOGY INCALGN561$187,4530.14%
175ASPEN TECHNOLOGY INC29109X106816$186,7580.14%
176SPDR SER TR78464A7631,499$185,4410.14%
177UNITEDHEALTH GROUP INCUNH389$183,8380.14%
178BAXTER INTL INC0718131094,507$182,8040.14%
179COOPER COS INC216648402474$176,9730.13%
180HEICO CORP NEWHEI-A1,281$174,0880.13%
181ADOBE SYSTEMS INCORPORATEDADBE437$168,4070.13%
182ALPHABET INCGOOG1,587$165,0480.13%
183ISHARES TR464287655909$162,1660.12%
184TELEFLEX INCORPORATEDTFX625$158,3180.12%
185ZEBRA TECHNOLOGIES CORPORATIZBRA435$138,3300.11%
186STARBUCKS CORPSBUX1,324$137,8680.10%
187NVIDIA CORPORATIONNVDA487$135,2740.10%
188AUTODESK INCADSK618$128,6430.10%
189VISA INCV567$127,8360.10%
190THERMO FISHER SCIENTIFIC INCTMO205$118,1560.09%
191SALESFORCE INCCRM588$117,4710.09%
192OLO INC68134L10914,320$116,8510.09%
193LOWES COS INC548661107579$115,7830.09%
194PAYPAL HLDGS INCPYPL1,478$112,2390.09%
195INTUITINTU250$111,4580.08%
196SPDR S&P 500 ETF TRSPY270$110,6280.08%
197US BANCORP DELUSB-PS2,997$108,0420.08%
198ACCENTURE PLC IRELANDACN359$102,6060.08%
199HALEON PLCHLNCF12,559$102,2300.08%
200WEST PHARMACEUTICAL SVSC INC955306105292$101,1690.08%
201NETFLIX INCNFLX289$99,8440.08%
202JD.COM INCJDCMF2,268$99,5430.08%
203DISNEY WALT CO254687106994$99,5290.08%
204CISCO SYS INCCSCO1,839$96,1340.07%
205BOOKING HOLDINGS INCBKNG34$90,1820.07%
206AMPHENOL CORP NEW0320951011,093$89,3200.07%
207TJX COS INC NEW8725401091,040$81,4940.06%
208MITSUBISHI UFJ FINL GROUP IN60682210412,707$81,1980.06%
209NIKE INCNKE660$80,9420.06%
210SERVICENOW INCNOW174$80,8610.06%
211ISHARES TR464287457968$79,5310.06%
212RAYTHEON TECHNOLOGIES CORPRTX811$79,4210.06%
213BANCO BILBAO VIZCAYA ARGENTABBVXF11,246$79,2840.06%
214POOL CORPPOOL231$79,1040.06%
215IQIYI INCIQ10,654$77,5610.06%
216ISHARES TR46429B2673,278$76,6400.06%
217S&P GLOBAL INCSPGI216$74,4700.06%
218VERIZON COMMUNICATIONS INCVZ1,905$74,0850.06%
219COPART INCCPRT981$73,7810.06%
220ISHARES TR464287432688$73,1830.06%
221NOVO-NORDISK A SNONOF456$72,5680.06%
222COOPER COS INC216648402194$72,4320.06%
223FISERV INCFISV639$72,2260.05%
224ASPEN TECHNOLOGY INC29109X106315$72,0940.05%
225MONOLITHIC PWR SYS INC609839105138$69,0750.05%
226JPMORGAN CHASE & COVYLD528$68,8040.05%
227TAKE-TWO INTERACTIVE SOFTWARTTWO548$65,3760.05%
228FLEETCOR TECHNOLOGIES INC339041105301$63,4660.05%
229NAPCO SEC TECHNOLOGIES INC6304021051,663$62,4960.05%
230GODADDY INCGDDY802$62,3310.05%
231GERDAU SAGGB12,222$60,2540.05%
232HEICO CORP NEWHEI-A434$58,9810.04%
233AIRBNB INCABNB473$58,8410.04%
234CINTAS CORPCTAS126$58,2980.04%
235ABBOTT LABSABLZF558$56,5030.04%
236HOME DEPOT INCHD190$56,0730.04%
237JOHNSON & JOHNSONJNJ359$55,6450.04%
238MARKEL GROUP INCMKL42$53,6510.04%
239AEGON N VAEFC12,162$52,2970.04%
240ISHARES TR464287507203$50,8390.04%
241BARRICK GOLD CORP0679011082,559$47,5210.04%
242FMC CORPFMC388$47,3860.04%
243PG&E CORPPCG-PX2,926$47,3130.04%
244ISHARES TR464287655264$47,1440.04%
245FOX FACTORY HLDG CORPFOXF381$46,2420.04%
246ILLUMINA INCILMN196$45,5800.03%
247TELEFLEX INCORPORATEDTFX173$43,8230.03%
248SHERWIN WILLIAMS COSHW193$43,3810.03%
249BRISTOL-MYERS SQUIBB COCELG-RI611$42,3480.03%
250SPDR INDEX SHS FDS78463X8891,317$42,3020.03%
251ISHARES TR46434V4071,000$41,6800.03%
252APPLIED MATLS INC038222105337$41,3940.03%
253FREEPORT-MCMORAN INCFCX1,005$41,1150.03%
254CONSTELLATION BRANDS INCSTZ182$41,1120.03%
255FIRSTENERGY CORPFE1,014$40,6210.03%
256ZOETIS INCZTS243$40,4450.03%
257HOLLEY INCHLLY-WT14,314$39,2200.03%
258PHILIP MORRIS INTL INC718172109396$38,5110.03%
259THE CIGNA GROUP125523100146$37,3070.03%
260GARTNER INCIT111$36,1600.03%
261CORNING INCGLW1,015$35,8090.03%
262CITIGROUP INCC-PR759$35,5900.03%
263MARATHON PETE CORPMARA253$34,1120.03%
264WILLIAMS COS INC9694571001,136$33,9210.03%
265WELLS FARGO CO NEW949746101892$33,3430.03%
266MEDTRONIC PLCMDT403$32,4900.02%
267SPDR SER TR78464A3831,435$31,8280.02%
268TECHNIPFMC PLCFTI2,286$31,2040.02%
269BANK AMERICA CORP0605051041,066$30,4880.02%
270QUALCOMM INCQCOM236$30,1090.02%
271SOUTHWEST AIRLS CO844741108911$29,6440.02%
272AT&T INCT-PC1,506$28,9910.02%
273SPDR SER TR78464A508699$28,4630.02%
274ISHARES TR464287242256$28,0600.02%
275TERADATA CORP DELTDC686$27,6320.02%
276METLIFE INCMET-PF465$26,9420.02%
277SPDR SER TR78464A409484$26,7940.02%
278HUMANA INCHUM55$26,7000.02%
279AES CORPAES1,054$25,3800.02%
280AMERICAN INTL GROUP INC026874784503$25,3310.02%
281MORGAN STANLEYMS-PQ285$25,0230.02%
282CHEVRON CORP NEWCVX141$23,0060.02%
283CENTENE CORP DELCNC361$22,8190.02%
284QURATE RETAIL INC74915M10022,374$22,1010.02%
285DOCUSIGN INCDOCU368$21,4540.02%
286UNITED PARCEL SERVICE INCUPS107$20,7570.02%
287BAXTER INTL INC071813109506$20,5230.02%
288CATERPILLAR INCCAT88$20,1380.02%
289SPDR INDEX SHS FDS78463X509588$20,0680.02%
290AUGMEDIX INC05105P10711,006$19,1510.01%
291ALIGN TECHNOLOGY INCALGN55$18,3780.01%
292SPDR SER TR78464A664594$18,3430.01%
293CSX CORPCSX579$17,3350.01%
294SPDR SER TR78464A839245$16,1900.01%
295SPDR SER TR78464A821235$16,0830.01%
296RELX PLCRLXXF491$15,9280.01%
297PROCTER AND GAMBLE CO742718109102$15,1660.01%
298J P MORGAN EXCHANGE TRADED F46641Q761340$14,0180.01%
299WISDOMTREE TRWT217$13,5280.01%
300HALEON PLCHLNCF1,389$11,3060.01%
301PFIZER INCPFE273$11,1260.01%
302WILLIAMS SONOMA INCWSM71$8,6380.01%
303COCA COLA COKO137$8,4980.01%
304COMCAST CORP NEWCCZ183$6,9380.01%
305BJS WHSL CLUB HLDGS INC05550J10191$6,9220.01%
306SPS COMM INCSPSC45$6,8540.01%
307MARKETAXESS HLDGS INCMKTX14$5,4780.00%
308TELEDYNE TECHNOLOGIES INCTDY12$5,3680.00%
309MITSUBISHI UFJ FINL GROUP IN606822104690$4,4090.00%
310RYAN SPECIALTY HOLDINGS INCRYAN109$4,3860.00%
311BANCO BILBAO VIZCAYA ARGENTABBVXF577$4,0680.00%
312IQIYI INCIQ542$3,9460.00%
313INTERACTIVE BROKERS GROUP IN45841N10746$3,7980.00%
314AAON INCAAON39$3,7710.00%
315IDEX CORP45167R10415$3,4650.00%
316SPDR SER TR78464A30045$3,4280.00%
317SPDR SER TR78464A20146$3,3930.00%
318GERDAU SAGGB636$3,1350.00%
319AEGON N VAEFC721$3,1000.00%
320NCINO INCNCNO111$2,7510.00%
321SERVISFIRST BANCSHARES INCSFBS44$2,4040.00%
322MERCK & CO INCMRK22$2,3410.00%
323QURATE RETAIL INC74915M1002,339$2,3100.00%