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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 Q4 2023 · Filed October 5, 2023 · Accession 0001085146-23-003568

Total Value
$139.3M
Positions
335
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (335)

#IssuerTicker / CUSIPSharesValue% of Filing
1MERCK & CO INCMRK116,658$13.5M9.67%
2CHEVRON CORP NEWCVX42,205$6.6M4.77%
3BONDBLOXX ETF TRUST09789C788115,652$5.8M4.17%
4AMAZON COM INCAMZN27,560$3.6M2.58%
5THE CIGNA GROUP12552310012,512$3.5M2.52%
6ISHARES TR4642872005,761$2.6M1.84%
7APPLE INCAAPL13,068$2.5M1.82%
8WISDOMTREE TRWT39,741$2.0M1.44%
9BONDBLOXX ETF TRUST09789C78839,799$2.0M1.44%
10WORLD GOLD TRGLDW51,252$2.0M1.40%
11ISHARES TR46428744019,518$1.9M1.35%
12FRANKLIN TEMPLETON ETF TRFGDL60,770$1.9M1.34%
13ISHARES TR46429B74718,615$1.8M1.30%
14MICROSOFT CORPMSFT4,806$1.6M1.18%
15ADOBE INCADBE3,219$1.6M1.13%
16ALPHABET INCGOOG13,027$1.6M1.12%
17NETFLIX INCNFLX3,454$1.5M1.09%
18SPDR S&P 500 ETF TRSPY3,271$1.4M1.04%
19MASTERCARD INCORPORATEDMA3,569$1.4M1.01%
20J P MORGAN EXCHANGE TRADED F46641Q83727,962$1.4M1.01%
21FRANKLIN TEMPLETON ETF TRFGDL47,050$1.3M0.91%
22JOHNSON & JOHNSONJNJ7,163$1.2M0.85%
23SERVICENOW INCNOW2,033$1.1M0.82%
24CISCO SYS INCCSCO21,732$1.1M0.81%
25UNITEDHEALTH GROUP INCUNH2,296$1.1M0.79%
26ISHARES TR4642872002,415$1.1M0.77%
27THERMO FISHER SCIENTIFIC INCTMO2,029$1.1M0.76%
28PAYPAL HLDGS INCPYPL15,468$1.0M0.74%
29ALPHABET INCGOOG8,485$1.0M0.74%
30PHILIP MORRIS INTL INC71817210910,373$1.0M0.73%
31VISA INCV4,035$958,3210.69%
32ACCENTURE PLC IRELANDACN3,084$951,6610.68%
33AUTODESK INCADSK4,522$925,2470.66%
34SPDR INDEX SHS FDS78463X88927,495$894,6870.64%
35SALESFORCE INCCRM4,181$883,2780.63%
36NOVO-NORDISK A SNONOF5,406$874,8530.63%
37JPMORGAN CHASE & COVYLD5,897$857,6590.62%
38WORLD GOLD TRGLDW22,294$849,1780.61%
39J P MORGAN EXCHANGE TRADED F46641Q83716,765$840,5970.60%
40LOWES COS INC5486611073,546$800,3140.57%
41ISHARES TR4642874407,887$761,8840.55%
42AIRBNB INCABNB5,890$754,8620.54%
43ABBOTT LABSABLZF6,605$720,0770.52%
44ISHARES TR46429B7477,374$719,7020.52%
45WISDOMTREE TRWT13,998$704,3790.51%
46FRANKLIN TEMPLETON ETF TRFGDL22,754$700,8230.50%
47VANGUARD WHITEHALL FDS9219464065,780$613,0850.44%
48SPDR SER TR78464A8398,570$589,4440.42%
49PG&E CORPPCG-PX33,788$583,8570.42%
50HOME DEPOT INCHD1,866$579,6540.42%
51SPDR INDEX SHS FDS78463X50916,831$578,6490.42%
52VERIZON COMMUNICATIONS INCVZ15,212$565,7340.41%
53TAKE-TWO INTERACTIVE SOFTWARTTWO3,819$562,0040.40%
54RTX CORPORATIONRTX5,648$553,2780.40%
55ZOETIS INCZTS3,198$550,7280.40%
56FIRSTENERGY CORPFE14,069$547,0030.39%
57UNITED PARCEL SERVICE INCUPS2,985$535,0610.38%
58SPDR SER TR78464A8217,464$534,7950.38%
59INTERNATIONAL BUSINESS MACHSINTR3,944$527,7470.38%
60AMPHENOL CORP NEW0320951016,198$526,5200.38%
61RYAN SPECIALTY HOLDINGS INCRYAN11,614$521,3530.37%
62SPS COMM INCSPSC2,648$508,5750.37%
63ISHARES TR4642875071,944$508,3170.36%
64AMAZON COM INCAMZN3,896$507,8830.36%
65SPDR SER TR78464A4098,294$506,0170.36%
66SHELL PLCRYDAF8,380$505,9840.36%
67COPART INCCPRT5,491$500,8340.36%
68TJX COS INC NEW8725401095,855$496,4450.36%
69SPDR SER TR78464A50811,248$485,9140.35%
70S&P GLOBAL INCSPGI1,208$484,2750.35%
71FRANKLIN TEMPLETON ETF TRFGDL17,467$472,4820.34%
72FISERV INCFISV3,707$467,6390.34%
73SPDR SER TR78464A3006,042$466,3820.33%
74BARRICK GOLD CORP06790110827,388$463,6790.33%
75NVIDIA CORPORATIONNVDA1,093$462,3610.33%
76ILLUMINA INCILMN2,448$458,9760.33%
77ISHARES TR46429B26720,010$458,2290.33%
78BOOKING HOLDINGS INCBKNG165$445,5550.32%
79DISNEY WALT CO2546871064,981$444,7040.32%
80SPDR SER TR78464A2015,739$441,6730.32%
81APPLE INCAAPL2,270$440,2440.32%
82ISHARES TR46434V40710,392$430,7480.31%
83INTUITINTU932$427,0330.31%
84FREEPORT-MCMORAN INCFCX10,589$423,5600.30%
85WELLS FARGO CO NEW9497461019,809$418,6360.30%
86EXXON MOBIL CORPXOM3,855$413,4490.30%
87SOUTHWEST AIRLS CO84474110811,418$413,4460.30%
88STRYKER CORPORATIONSYK1,346$410,6510.29%
89JD.COM INCJDCMF11,910$406,4880.29%
90ISHARES TR4642874323,947$406,3040.29%
91ABBVIE INCABBV2,980$401,4950.29%
92MARKEL GROUP INCMKL289$399,7390.29%
93WORKDAY INCWDAY1,716$387,6270.28%
94CORNING INCGLW11,059$387,5070.28%
95COCA COLA COKO6,412$386,1310.28%
96ZEBRA TECHNOLOGIES CORPORATIZBRA1,292$382,2120.27%
97APPLIED MATLS INC0382221052,623$379,1280.27%
98TECHNIPFMC PLCFTI22,790$378,7700.27%
99FMC CORPFMC3,591$374,6850.27%
100POOL CORPPOOL995$372,7670.27%
101WILLIAMS COS INC96945710011,356$370,5470.27%
102AT&T INCT-PC23,068$367,9350.26%
103FOX FACTORY HLDG CORPFOXF3,339$362,3150.26%
104NIKE INCNKE3,262$360,0270.26%
105MICROSOFT CORPMSFT1,055$359,2700.26%
106TERADATA CORP DELTDC6,671$356,2980.26%
107MEDTRONIC PLCMDT3,921$345,4410.25%
108FACTSET RESH SYS INC303075105858$343,7580.25%
109CENTENE CORP DELCNC4,852$327,2670.23%
110BRISTOL-MYERS SQUIBB COCELG-RI5,117$327,2330.23%
111ALPHABET INCGOOG2,730$326,7810.23%
112PFIZER INCPFE8,601$315,4850.23%
113SHERWIN WILLIAMS COSHW1,182$313,8450.23%
114INVESCO QQQ TRIVZ846$312,5290.22%
115SPDR SER TR78464A38314,177$310,6180.22%
116QUALCOMM INCQCOM2,600$309,5040.22%
117BANK AMERICA CORP06050510410,741$308,1590.22%
118PGIM ETF TR69344A1076,191$305,8970.22%
119GARTNER INCIT863$302,3180.22%
120DECKERS OUTDOOR CORPDECK567$299,1830.21%
121DOLLAR GEN CORP NEW2566771051,739$295,2470.21%
122MARATHON PETE CORPMARA2,528$294,7650.21%
123AMERICAN INTL GROUP INC0268747845,086$292,6490.21%
124BONDBLOXX ETF TRUST09789C8615,822$289,2080.21%
125PROCTER AND GAMBLE CO7427181091,870$283,7540.20%
126ADOBE INCADBE580$283,6140.20%
127MASTERCARD INCORPORATEDMA701$275,7030.20%
128WEST PHARMACEUTICAL SVSC INC955306105718$274,6140.20%
129BAXTER INTL INC0718131096,015$274,0440.20%
130HUMANA INCHUM611$273,1970.20%
131ISHARES TR4642878042,740$273,0410.20%
132ASBURY AUTOMOTIVE GROUP INCABG1,134$272,6360.20%
133METLIFE INCMET-PF4,768$269,5350.19%
134BILL HOLDINGS INCBILL2,296$268,2880.19%
135AAON INCAAON2,797$265,1840.19%
136FLEETCOR TECHNOLOGIES INC3390411051,056$265,1410.19%
137CATERPILLAR INCCAT1,074$264,2580.19%
138SPDR SER TR78464A6648,763$262,0130.19%
139SPDR INDEX SHS FDS78463X8718,512$259,7010.19%
140US BANCORP DELUSB-PS7,763$256,4900.18%
141DIMENSIONAL ETF TRUST25434V7089,409$255,4600.18%
142NCINO INCNCNO8,324$250,7180.18%
143STARBUCKS CORPSBUX2,529$250,5220.18%
144MORGAN STANLEYMS-PQ2,900$247,6600.18%
145CINTAS CORPCTAS497$247,0490.18%
146ORGANON & COOGN11,711$243,7060.17%
147UNITEDHEALTH GROUP INCUNH500$240,3200.17%
148MORNINGSTAR INCMORN1,189$233,1270.17%
149EMCOR GROUP INCEME1,251$231,1600.17%
150DARDEN RESTAURANTS INCDRI1,380$230,5700.17%
151SAIA INCSAIA672$230,0990.17%
152ENTEGRIS INCENTG2,064$228,7320.16%
153J P MORGAN EXCHANGE TRADED F46641Q7615,142$227,6880.16%
154ULTA BEAUTY INCULTA482$226,8270.16%
155CSX CORPCSX6,629$226,0490.16%
156ALPHABET INCGOOG1,857$224,6410.16%
157DOCUSIGN INCDOCU4,391$224,3360.16%
158WISDOMTREE TRWT3,364$224,2440.16%
159AES CORPAES10,661$221,0030.16%
160FLOOR & DECOR HLDGS INCFND2,116$219,9790.16%
161CITIGROUP INCC-PR4,777$219,9340.16%
162INTERACTIVE BROKERS GROUP IN45841N1072,633$218,7230.16%
163DIODES INCDIOD2,356$217,9060.16%
164COMCAST CORP NEWCCZ5,236$217,5560.16%
165TELEDYNE TECHNOLOGIES INCTDY522$214,5990.15%
166MONOLITHIC PWR SYS INC609839105390$210,6900.15%
167IDEX CORP45167R104957$206,0040.15%
168BOOZ ALLEN HAMILTON HLDG CORBAH1,825$203,6700.15%
169GODADDY INCGDDY2,689$202,0240.15%
170NAPCO SEC TECHNOLOGIES INC6304021055,813$201,4200.14%
171ISHARES TR4642872421,852$200,2750.14%
172VISA INCV822$195,2090.14%
173WILLIAMS SONOMA INCWSM1,559$195,0930.14%
174ALIGN TECHNOLOGY INCALGN539$190,6120.14%
175RELX PLCRLXXF5,619$187,8430.13%
176NVIDIA CORPORATIONNVDA427$180,6300.13%
177COOPER COS INC216648402466$178,6790.13%
178RESTAURANT BRANDS INTL INC76131D1032,246$174,1100.13%
179ASML HOLDING N VASMLF237$171,7660.12%
180SPDR SER TR78464A4745,791$170,4870.12%
181ISHARES TR464287655909$170,2280.12%
182VANGUARD TAX-MANAGED FDS9219438583,645$168,3260.12%
183PGIM ETF TR69344A1073,382$167,1050.12%
184NETFLIX INCNFLX379$166,9460.12%
185THERMO FISHER SCIENTIFIC INCTMO314$163,8300.12%
186PAYPAL HLDGS INCPYPL2,303$153,6790.11%
187CISCO SYS INCCSCO2,916$150,8740.11%
188ACCENTURE PLC IRELANDACN487$150,2780.11%
189SALESFORCE INCCRM670$141,5440.10%
190POOL CORPPOOL374$140,1150.10%
191BERKSHIRE HATHAWAY INC DELBRK-A401$136,7410.10%
192SERVICENOW INCNOW242$135,9970.10%
193STARBUCKS CORPSBUX1,363$135,0190.10%
194ZEBRA TECHNOLOGIES CORPORATIZBRA443$131,0530.09%
195SPDR SER TR78464A7631,025$125,6450.09%
196AUTODESK INCADSK606$123,9940.09%
197LOWES COS INC548661107549$123,9090.09%
198WEST PHARMACEUTICAL SVSC INC955306105315$120,4780.09%
199SPDR S&P 500 ETF TRSPY270$119,8080.09%
200RTX CORPORATIONRTX1,192$116,7680.08%
201JOHNSON & JOHNSONJNJ700$115,8640.08%
202INTUITINTU250$114,5480.08%
203JPMORGAN CHASE & COVYLD785$114,1700.08%
204BERKSHIRE HATHAWAY INC DELBRK-A331$112,8710.08%
205VERIZON COMMUNICATIONS INCVZ2,959$110,0450.08%
206DISNEY WALT CO2546871061,230$109,8140.08%
207HOME DEPOT INCHD337$104,6860.08%
208NOVO-NORDISK A SNONOF638$103,2480.07%
209HALEON PLCHLNCF12,293$103,0150.07%
210US BANCORP DELUSB-PS3,013$99,5500.07%
211SPDR SER TR78464A763788$96,6490.07%
212TJX COS INC NEW8725401091,138$96,4910.07%
213JD.COM INCJDCMF2,768$94,4720.07%
214NIKE INCNKE843$93,0420.07%
215AMPHENOL CORP NEW0320951011,082$91,9160.07%
216OLO INC68134L10914,103$91,1050.07%
217CEMEX SAB DE CVCXMSF12,829$90,8290.07%
218ABBOTT LABSABLZF833$90,8140.07%
219MITSUBISHI UFJ FINL GROUP IN60682210411,975$88,2560.06%
220MEDTRONIC PLCMDT968$85,2810.06%
221ISHARES TR46429B2673,686$84,4090.06%
222MONOLITHIC PWR SYS INC609839105155$83,7360.06%
223S&P GLOBAL INCSPGI208$83,3850.06%
224BANCO BILBAO VIZCAYA ARGENTABBVXF10,708$82,2370.06%
225COOPER COS INC216648402214$82,0540.06%
226AIRBNB INCABNB628$80,4840.06%
227COPART INCCPRT879$80,1740.06%
228TAKE-TWO INTERACTIVE SOFTWARTTWO538$79,1720.06%
229FISERV INCFISV601$75,8160.05%
230BOOKING HOLDINGS INCBKNG28$75,6090.05%
231ISHARES TR464287432699$71,9550.05%
232FLEETCOR TECHNOLOGIES INC339041105285$71,5580.05%
233SPDR SER TR78464A3833,168$69,4110.05%
234RESTAURANT BRANDS INTL INC76131D103854$66,2020.05%
235GODADDY INCGDDY839$63,0340.05%
236CINTAS CORPCTAS117$58,1580.04%
237HOLLEY INCHLLY-WT14,194$58,0530.04%
238DOLLAR GEN CORP NEW256677105336$57,0460.04%
239NAPCO SEC TECHNOLOGIES INC6304021051,591$55,1280.04%
240AT&T INCT-PC3,384$53,9750.04%
241MARKEL GROUP INCMKL39$53,9440.04%
242WELLS FARGO CO NEW9497461011,262$53,8620.04%
243ISHARES TR464287507203$53,1490.04%
244ZOETIS INCZTS308$53,0410.04%
245WORKDAY INCWDAY228$51,5030.04%
246AES CORPAES2,441$50,6030.04%
247FOX FACTORY HLDG CORPFOXF463$50,2400.04%
248ISHARES TR464287655264$49,4950.04%
249ILLUMINA INCILMN262$49,1220.04%
250SHERWIN WILLIAMS COSHW182$48,3250.03%
251PROCTER AND GAMBLE CO742718109313$47,4950.03%
252BANK AMERICA CORP0605051041,655$47,4820.03%
253BOOZ ALLEN HAMILTON HLDG CORBAH404$45,0860.03%
254PHILIP MORRIS INTL INC718172109457$44,6120.03%
255PG&E CORPPCG-PX2,549$44,0470.03%
256UNITED PARCEL SERVICE INCUPS245$43,9160.03%
257ISHARES TR46434V4071,044$43,2740.03%
258GARTNER INCIT119$41,6870.03%
259BARRICK GOLD CORP0679011082,438$41,2750.03%
260INVESCO QQQ TRIVZ111$41,0060.03%
261COCA COLA COKO674$40,5880.03%
262FIRSTENERGY CORPFE991$38,5300.03%
263ASML HOLDING N VASMLF53$38,4120.03%
264MORGAN STANLEYMS-PQ422$36,0390.03%
265THE CIGNA GROUP125523100127$35,6360.03%
266MERCK & CO INCMRK308$35,5400.03%
267SPDR SER TR78464A4741,199$35,2990.03%
268BRISTOL-MYERS SQUIBB COCELG-RI551$35,2360.03%
269QUALCOMM INCQCOM296$35,2360.03%
270PFIZER INCPFE960$35,2130.03%
271FREEPORT-MCMORAN INCFCX877$35,0800.03%
272VANGUARD TAX-MANAGED FDS921943858729$33,6650.02%
273TECHNIPFMC PLCFTI2,022$33,6060.02%
274CORNING INCGLW955$33,4630.02%
275APPLIED MATLS INC038222105228$32,9550.02%
276WILLIAMS COS INC969457100995$32,4670.02%
277CITIGROUP INCC-PR701$32,2740.02%
278FMC CORPFMC308$32,1370.02%
279TERADATA CORP DELTDC596$31,8320.02%
280SOUTHWEST AIRLS CO844741108795$28,7870.02%
281EXXON MOBIL CORPXOM263$28,2070.02%
282ISHARES TR464287242256$27,6840.02%
283CHEVRON CORP NEWCVX169$26,5920.02%
284ALIGN TECHNOLOGY INCALGN73$25,8160.02%
285MARATHON PETE CORPMARA221$25,7690.02%
286AMERICAN INTL GROUP INC026874784438$25,2030.02%
287DOCUSIGN INCDOCU472$24,1140.02%
288BAXTER INTL INC071813109521$23,7370.02%
289RELX PLCRLXXF707$23,6350.02%
290COMCAST CORP NEWCCZ553$22,9770.02%
291METLIFE INCMET-PF406$22,9510.02%
292QURATE RETAIL INC74915M10022,472$22,2430.02%
293HUMANA INCHUM48$21,4620.02%
294CENTENE CORP DELCNC309$20,8420.01%
295SPDR INDEX SHS FDS78463X889636$20,6950.01%
296CATERPILLAR INCCAT78$19,1920.01%
297CSX CORPCSX548$18,6870.01%
298CSI COMPRESSCO LP12637A10314,000$17,6400.01%
299ENTEGRIS INCENTG149$16,5120.01%
300HALEON PLCHLNCF1,930$16,1730.01%
301SPDR SER TR78464A508356$15,3790.01%
302SPS COMM INCSPSC80$15,3650.01%
303SPDR SER TR78464A409238$14,5200.01%
304WILLIAMS SONOMA INCWSM107$13,3900.01%
305SPDR INDEX SHS FDS78463X509291$10,0050.01%
306TELEDYNE TECHNOLOGIES INCTDY22$9,0440.01%
307SHELL PLCRYDAF136$8,2120.01%
308SPDR SER TR78464A839119$8,1850.01%
309SPDR SER TR78464A821113$8,0960.01%
310CEMEX SAB DE CVCXMSF1,081$7,6530.01%
311J P MORGAN EXCHANGE TRADED F46641Q761169$7,4830.01%
312WISDOMTREE TRWT111$7,3990.01%
313MITSUBISHI UFJ FINL GROUP IN606822104985$7,2590.01%
314BANCO BILBAO VIZCAYA ARGENTABBVXF888$6,8200.00%
315IDEX CORP45167R10431$6,6730.00%
316INTERNATIONAL BUSINESS MACHSINTR49$6,5570.00%
317ABBVIE INCABBV43$5,7930.00%
318RYAN SPECIALTY HOLDINGS INCRYAN109$4,8930.00%
319ASBURY AUTOMOTIVE GROUP INCABG18$4,3280.00%
320DECKERS OUTDOOR CORPDECK8$4,2210.00%
321INTERACTIVE BROKERS GROUP IN45841N10746$3,8210.00%
322AAON INCAAON39$3,6980.00%
323SPDR SER TR78464A20146$3,5400.00%
324EMCOR GROUP INCEME19$3,5110.00%
325DARDEN RESTAURANTS INCDRI21$3,5090.00%
326SPDR SER TR78464A30045$3,4740.00%
327FLOOR & DECOR HLDGS INCFND33$3,4310.00%
328SAIA INCSAIA10$3,4240.00%
329NCINO INCNCNO111$3,3430.00%
330SPDR SER TR78464A664109$3,2590.00%
331DIODES INCDIOD35$3,2370.00%
332ULTA BEAUTY INCULTA6$2,8240.00%
333FACTSET RESH SYS INC3030751057$2,8050.00%
334MORNINGSTAR INCMORN14$2,7450.00%
335QURATE RETAIL INC74915M1002,074$2,0530.00%