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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 2024 · Filed April 12, 2024 · Accession 0001085146-24-001767

Total Value
$133.1M
Positions
334
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (334)

#IssuerTicker / CUSIPSharesValue% of Filing
1MERCK & CO INCMRK115,960$12.6M9.50%
2CHEVRON CORP NEWCVX28,916$4.3M3.24%
3THE CIGNA GROUP12552310012,168$3.6M2.74%
4AMAZON COM INCAMZN22,518$3.4M2.57%
5INNOVATOR ETFS TRUSTINHD91,043$2.6M1.96%
6ISHARES TR4642872004,738$2.3M1.70%
7CHEVRON CORP NEWCVX14,599$2.2M1.64%
8APPLE INCAAPL10,715$2.1M1.55%
9MICROSOFT CORPMSFT5,389$2.0M1.52%
10BONDBLOXX ETF TRUST09789C78836,613$1.8M1.38%
11AMERICAN CENTY ETF TR02507287717,728$1.6M1.20%
12SPDR S&P 500 ETF TRSPY3,229$1.5M1.15%
13ISHARES TR46428744015,283$1.5M1.11%
14ADOBE INCADBE2,459$1.5M1.10%
15ALPHABET INCGOOG10,464$1.5M1.10%
16ISHARES TR46429B67132,333$1.3M0.99%
17MASTERCARD INCORPORATEDMA3,080$1.3M0.99%
18SERVICENOW INCNOW1,795$1.3M0.95%
19UNITEDHEALTH GROUP INCUNH2,141$1.1M0.85%
20J P MORGAN EXCHANGE TRADED F46641Q83722,003$1.1M0.83%
21JOHNSON & JOHNSONJNJ6,913$1.1M0.81%
22ALPHABET INCGOOG7,542$1.1M0.80%
23VANGUARD INDEX FDS9229087446,989$1.0M0.78%
24ISHARES TR4642872002,125$1.0M0.76%
25WISDOMTREE TRWT13,357$1.0M0.75%
26NETFLIX INCNFLX2,044$995,1830.75%
27INNOVATOR ETFS TRUSTINHD34,646$993,3010.75%
28SALESFORCE INCCRM3,674$966,7770.73%
29ACCENTURE PLC IRELANDACN2,625$921,1380.69%
30AUTODESK INCADSK3,718$905,2580.68%
31VANGUARD WHITEHALL FDS9219464068,103$904,5380.68%
32VISA INCV3,391$882,9640.66%
33WELLS FARGO CO NEW94974610117,894$880,7380.66%
34PHILIP MORRIS INTL INC7181721099,309$875,7910.66%
35JPMORGAN CHASE & COVYLD4,948$841,6550.63%
36ISHARES TR4642871767,621$819,1810.62%
37THERMO FISHER SCIENTIFIC INCTMO1,527$810,5170.61%
38J P MORGAN EXCHANGE TRADED F46641Q83716,062$806,7940.61%
39ISHARES TR46429B59816,262$793,7480.60%
40AMAZON COM INCAMZN5,177$786,5930.59%
41NOVO-NORDISK A SNONOF7,595$785,7020.59%
42CISCO SYS INCCSCO15,451$780,5850.59%
43SPDR INDEX SHS FDS78463X88922,847$777,0260.58%
44WORLD GOLD TRGLDW18,695$764,8130.57%
45AIRBNB INCABNB5,239$713,2370.54%
46LOWES COS INC5486611073,002$668,0750.50%
47ISHARES TR46429B33314,945$661,3160.50%
48ISHARES TR46429B7476,675$658,0880.49%
49ABBOTT LABSABLZF5,804$638,8460.48%
50MICROSOFT CORPMSFT1,693$636,6360.48%
51JD.COM INCJDCMF22,004$635,6960.48%
52ISHARES TR4642874406,580$634,2460.48%
53BONDBLOXX ETF TRUST09789C78812,513$628,1530.47%
54AMERICAN CENTY ETF TR0250728776,794$610,1010.46%
55SPDR SER TR78464A8397,739$567,8880.43%
56VANGUARD INDEX FDS9229087361,802$560,2060.42%
57ISHARES TR46429B26723,994$552,8210.42%
58INTERNATIONAL BUSINESS MACHSINTR3,261$533,3370.40%
59ZOETIS INCZTS2,698$532,5040.40%
60ISHARES TR4642875071,910$529,3570.40%
61PAYPAL HLDGS INCPYPL8,576$526,6520.40%
62AMPHENOL CORP NEW0320951015,214$516,8640.39%
63PG&E CORPPCG-PX28,336$510,8980.38%
64SPDR SER TR78464A8216,607$499,9510.38%
65ISHARES TR46429B67112,230$498,2500.37%
66INTUITINTU778$486,2740.37%
67BOOKING HOLDINGS INCBKNG136$482,4220.36%
68SPDR SER TR78464A3005,743$478,4500.36%
69ABBVIE INCABBV3,076$476,6880.36%
70SHELL PLCRYDAF7,191$473,1680.36%
71US BANCORP DELUSB-PS10,642$460,5860.35%
72FIRSTENERGY CORPFE12,547$459,9730.35%
73WORLD GOLD TRGLDW11,211$458,6420.34%
74TAKE-TWO INTERACTIVE SOFTWARTTWO2,839$456,9370.34%
75TJX COS INC NEW8725401094,828$452,9150.34%
76SPDR SER TR78464A2015,377$449,6780.34%
77S&P GLOBAL INCSPGI1,010$444,9250.33%
78ALPHABET INCGOOG3,157$441,0010.33%
79VANGUARD INDEX FDS9229085381,969$432,3330.32%
80HOME DEPOT INCHD1,245$431,4550.32%
81SPDR SER TR78464A5089,232$430,4880.32%
82SPDR SER TR78464A4096,498$422,7600.32%
83SPDR INDEX SHS FDS78463X50911,871$420,3520.32%
84WORKDAY INCWDAY1,521$419,8870.32%
85NVIDIA CORPORATIONNVDA842$416,9750.31%
86APPLE INCAAPL2,161$416,0570.31%
87SPS COMM INCSPSC2,120$410,9410.31%
88FISERV INCFISV3,077$408,7490.31%
89RYAN SPECIALTY HOLDINGS INCRYAN9,494$408,4320.31%
90BANK AMERICA CORP06050510412,032$405,1170.30%
91ADOBE INCADBE678$404,4950.30%
92COPART INCCPRT8,100$396,9000.30%
93VANGUARD INDEX FDS9229086371,818$396,5960.30%
94AT&T INCT-PC23,264$390,3700.29%
95EXXON MOBIL CORPXOM3,855$385,4230.29%
96FREEPORT-MCMORAN INCFCX9,028$384,3220.29%
97RTX CORPORATIONRTX4,521$380,3970.29%
98MASTERCARD INCORPORATEDMA883$376,6080.28%
99WISDOMTREE TRWT5,023$376,2230.28%
100VERIZON COMMUNICATIONS INCVZ9,973$375,9820.28%
101QUALCOMM INCQCOM2,595$375,3150.28%
102ALPHABET INCGOOG2,638$371,7730.28%
103VANGUARD INDEX FDS9229085951,496$361,6880.27%
104COCA COLA COKO6,085$358,5890.27%
105PROCTER AND GAMBLE CO7427181092,447$358,5830.27%
106INVESCO QQQ TRIVZ850$348,0920.26%
107ISHARES TR46429B7473,515$346,5440.26%
108MARKEL GROUP INCMKL242$343,6160.26%
109GARTNER INCIT760$342,8440.26%
110FACTSET RESH SYS INC303075105716$341,5680.26%
111SPDR SER TR78464A38315,394$339,7450.26%
112POOL CORPPOOL848$338,1060.25%
113WILLIAMS COS INC9694571009,589$333,9850.25%
114VANGUARD STAR FDS9219097685,666$328,4010.25%
115UNITEDHEALTH GROUP INCUNH618$325,3580.24%
116JPMORGAN CHASE & COVYLD1,873$318,5970.24%
117SHERWIN WILLIAMS COSHW1,010$315,0190.24%
118MARATHON PETE CORPMARA2,123$314,9690.24%
119AES CORPAES16,101$309,9450.23%
120BARRICK GOLD CORP06790110816,948$306,5890.23%
121PGIM ETF TR69344A1076,191$305,7730.23%
122VERIZON COMMUNICATIONS INCVZ8,095$305,1820.23%
123ISHARES TR46429B5986,210$303,1100.23%
124ISHARES TR4642871762,814$302,4770.23%
125TECHNIPFMC PLCFTI14,938$300,8510.23%
126NIKE INCNKE2,737$297,1560.22%
127ISHARES TR4642878042,740$296,6050.22%
128CENTENE CORP DELCNC3,959$293,7980.22%
129VISA INCV1,128$293,6750.22%
130AMERICAN INTL GROUP INC0268747844,296$291,0540.22%
131MORNINGSTAR INCMORN1,016$290,8200.22%
132DIMENSIONAL ETF TRUST25434V7089,477$277,0160.21%
133NAPCO SEC TECHNOLOGIES INC6304021058,059$276,0210.21%
134GODADDY INCGDDY2,555$271,2390.20%
135SERVICENOW INCNOW377$266,3470.20%
136CINTAS CORPCTAS435$262,1580.20%
137SALESFORCE INCCRM979$257,6140.19%
138HUMANA INCHUM555$254,0840.19%
139SPDR INDEX SHS FDS78463X8717,984$253,5720.19%
140ACCENTURE PLC IRELANDACN719$252,3040.19%
141ZEBRA TECHNOLOGIES CORPORATIZBRA919$251,1900.19%
142METLIFE INCMET-PF3,792$250,7650.19%
143TERADATA CORP DELTDC5,755$250,4000.19%
144AAON INCAAON3,329$245,9130.18%
145ISHARES TR46429B3335,518$244,1720.18%
146CRANE COMPANYCR2,036$240,5330.18%
147SPDR SER TR78464A6648,174$237,2100.18%
148CATERPILLAR INCCAT785$232,1010.17%
149ENDAVA PLCDAVA2,971$231,2920.17%
150BANK MONTREAL MEDIUM063679534989$230,3280.17%
151CORNING INCGLW7,459$227,1270.17%
152VANGUARD SPECIALIZED FUNDS9219088441,323$225,4390.17%
153NCINO INCNCNO6,651$223,6730.17%
154MORGAN STANLEYMS-PQ2,391$222,9610.17%
155SAIA INCSAIA507$222,1770.17%
156QUALYS INCQLYS1,126$221,0110.17%
157THERMO FISHER SCIENTIFIC INCTMO416$220,8090.17%
158APPLIED MATLS INC0382221051,361$220,5770.17%
159J P MORGAN EXCHANGE TRADED F46641Q7614,596$219,9650.17%
160WISDOMTREE TRWT3,092$217,3050.16%
161NOVO-NORDISK A SNONOF2,094$216,6240.16%
162ISHARES TR46434V4075,087$214,7730.16%
163EMCOR GROUP INCEME995$214,3520.16%
164DECKERS OUTDOOR CORPDECK320$213,8970.16%
165AT&T INCT-PC12,484$209,4820.16%
166TELEDYNE TECHNOLOGIES INCTDY468$208,8640.16%
167ULTA BEAUTY INCULTA422$206,7760.16%
168ENTEGRIS INCENTG1,721$206,2100.15%
169MONOLITHIC PWR SYS INC609839105324$204,3730.15%
170NETFLIX INCNFLX419$204,0030.15%
171WEST PHARMACEUTICAL SVSC INC955306105577$203,1730.15%
172ISHARES TR46429B2678,811$203,0050.15%
173AUTODESK INCADSK812$197,7060.15%
174NVIDIA CORPORATIONNVDA398$197,0980.15%
175BONDBLOXX ETF TRUST09789C8613,952$196,7310.15%
176RELX PLCRLXXF4,952$196,3960.15%
177CSX CORPCSX5,634$195,3310.15%
178BRISTOL-MYERS SQUIBB COCELG-RI3,790$194,4640.15%
179DARDEN RESTAURANTS INCDRI1,159$190,4240.14%
180WATTS WATER TECHNOLOGIES INCWTS911$189,7970.14%
181POOL CORPPOOL469$186,9950.14%
182CISCO SYS INCCSCO3,679$185,8630.14%
183PAYPAL HLDGS INCPYPL3,019$185,3970.14%
184INTERACTIVE BROKERS GROUP IN45841N1072,235$185,2820.14%
185CITIGROUP INCC-PR3,577$184,0010.14%
186BOOZ ALLEN HAMILTON HLDG CORBAH1,433$183,2950.14%
187SAP SESAPGF1,156$178,7060.13%
188ISHARES TR464287655880$176,6250.13%
189STARBUCKS CORPSBUX1,823$175,0260.13%
190VANGUARD TAX-MANAGED FDS9219438583,645$174,5960.13%
191UNITED PARCEL SERVICE INCUPS1,108$174,2110.13%
192MEDTRONIC PLCMDT2,061$169,7850.13%
193ORGANON & COOGN11,711$168,8730.13%
194LOWES COS INC548661107748$166,4670.13%
195RTX CORPORATIONRTX1,961$164,9990.12%
196COMCAST CORP NEWCCZ3,610$158,2980.12%
197SOUTHWEST AIRLS CO8447411085,390$155,6630.12%
198INTUITINTU246$153,7570.12%
199BERKSHIRE HATHAWAY INC DELBRK-A429$153,0070.11%
200VALVOLINE INCVVV3,984$149,7190.11%
201ASPEN TECHNOLOGY INC29109X106678$149,2620.11%
202VANGUARD SCOTTSDALE FDS92206C8701,804$146,6290.11%
203PHILIP MORRIS INTL INC7181721091,553$146,1060.11%
204AIRBNB INCABNB1,066$145,1250.11%
205FRANKLIN TEMPLETON ETF TRFGDL8,987$144,2410.11%
206BROWN & BROWN INCBRO1,996$141,9350.11%
207JD.COM INCJDCMF4,713$136,1590.10%
208RESTAURANT BRANDS INTL INC76131D1031,723$134,6180.10%
209BANK AMERICA CORP0605051043,989$134,3100.10%
210WEST PHARMACEUTICAL SVSC INC955306105380$133,8060.10%
211WELLS FARGO CO NEW9497461012,691$132,4510.10%
212US BANCORP DELUSB-PS3,055$132,2200.10%
213ABBOTT LABSABLZF1,192$131,2030.10%
214MEDTRONIC PLCMDT1,579$130,0780.10%
215SPDR S&P 500 ETF TRSPY273$129,9410.10%
216MONOLITHIC PWR SYS INC609839105203$128,0480.10%
217HOME DEPOT INCHD365$126,4910.10%
218ASPEN TECHNOLOGY INC29109X106572$125,9260.09%
219INTERNATIONAL BUSINESS MACHSINTR748$122,3350.09%
220BRISTOL-MYERS SQUIBB COCELG-RI2,314$118,7310.09%
221PG&E CORPPCG-PX6,555$118,1870.09%
222NIKE INCNKE1,087$118,0160.09%
223SPDR SER TR78464A763915$114,3480.09%
224ISHARES TR46434V4072,589$109,3080.08%
225ZOETIS INCZTS550$108,5540.08%
226TJX COS INC NEW8725401091,144$107,3190.08%
227AMPHENOL CORP NEW0320951011,078$106,8620.08%
228BOOKING HOLDINGS INCBKNG29$102,8690.08%
229SPDR SER TR78464A3834,660$102,8460.08%
230QUALYS INCQLYS520$102,0660.08%
231SPDR SER TR78464A763798$99,7380.07%
232CEMEX SAB DE CVCXMSF12,510$96,9530.07%
233MITSUBISHI UFJ FINL GROUP IN60682210411,215$96,5610.07%
234HALEON PLCHLNCF11,445$94,1920.07%
235S&P GLOBAL INCSPGI209$92,0690.07%
236FIRSTENERGY CORPFE2,489$91,2470.07%
237TELEDYNE TECHNOLOGIES INCTDY204$91,0430.07%
238BERKSHIRE HATHAWAY INC DELBRK-A255$90,9480.07%
239WORKDAY INCWDAY329$90,8240.07%
240BANCO BILBAO VIZCAYA ARGENTABBVXF9,964$90,7720.07%
241THE CIGNA GROUP125523100297$88,9370.07%
242GARTNER INCIT197$88,8690.07%
243TAKE-TWO INTERACTIVE SOFTWARTTWO551$88,6830.07%
244FACTSET RESH SYS INC303075105184$87,7770.07%
245FREEPORT-MCMORAN INCFCX2,040$86,8430.07%
246QUALCOMM INCQCOM597$86,3440.06%
247SPDR INDEX SHS FDS78463X8892,515$85,5350.06%
248COPART INCCPRT1,725$84,5250.06%
249FISERV INCFISV621$82,4940.06%
250GODADDY INCGDDY769$81,6370.06%
251WILLIAMS COS INC9694571002,278$79,3430.06%
252VANGUARD SCOTTSDALE FDS92206C870975$79,2480.06%
253SAP SESAPGF511$78,9950.06%
254BARRICK GOLD CORP0679011084,333$78,3840.06%
255NAPCO SEC TECHNOLOGIES INC6304021052,270$77,7480.06%
256AES CORPAES3,996$76,9230.06%
257CITIGROUP INCC-PR1,466$75,4110.06%
258RESTAURANT BRANDS INTL INC76131D103958$74,8490.06%
259JOHNSON & JOHNSONJNJ475$74,4520.06%
260MARATHON PETE CORPMARA500$74,1800.06%
261ZEBRA TECHNOLOGIES CORPORATIZBRA271$74,0720.06%
262BROWN & BROWN INCBRO1,031$73,3140.06%
263CORNING INCGLW2,329$70,9180.05%
264FRANKLIN TEMPLETON ETF TRFGDL4,414$70,8450.05%
265TECHNIPFMC PLCFTI3,498$70,4500.05%
266MORGAN STANLEYMS-PQ727$67,7930.05%
267AMERICAN INTL GROUP INC026874784998$67,6150.05%
268VALVOLINE INCVVV1,771$66,5540.05%
269CINTAS CORPCTAS110$66,2930.05%
270RYAN SPECIALTY HOLDINGS INCRYAN1,532$65,9070.05%
271COCA COLA COKO1,046$61,6410.05%
272MARKEL GROUP INCMKL43$61,0560.05%
273PROCTER AND GAMBLE CO742718109416$60,9610.05%
274TERADATA CORP DELTDC1,386$60,3050.05%
275SPDR SER TR78464A5081,285$59,9200.05%
276METLIFE INCMET-PF901$59,5830.04%
277SPDR SER TR78464A409911$59,2700.04%
278VANGUARD INDEX FDS922908744390$58,3050.04%
279SHERWIN WILLIAMS COSHW185$57,7020.04%
280HUMANA INCHUM126$57,6840.04%
281HOLLEY INCHLLY-WT11,844$57,6800.04%
282ISHARES TR464287507203$56,3620.04%
283MERCK & CO INCMRK508$55,3820.04%
284ISHARES TR464287655264$53,0710.04%
285MORNINGSTAR INCMORN180$51,5230.04%
286APPLIED MATLS INC038222105317$51,3760.04%
287CENTENE CORP DELCNC680$50,4630.04%
288SOUTHWEST AIRLS CO8447411081,735$50,1070.04%
289BONDBLOXX ETF TRUST09789C861999$49,7310.04%
290AAON INCAAON647$47,7940.04%
291COMCAST CORP NEWCCZ1,062$46,5690.03%
292SPS COMM INCSPSC237$45,9400.03%
293INVESCO QQQ TRIVZ111$45,5860.03%
294CSX CORPCSX1,287$44,6200.03%
295CATERPILLAR INCCAT149$44,0550.03%
296NCINO INCNCNO1,199$40,3220.03%
297STARBUCKS CORPSBUX414$39,7480.03%
298BOOZ ALLEN HAMILTON HLDG CORBAH300$38,3730.03%
299INTERACTIVE BROKERS GROUP IN45841N107458$37,9680.03%
300SPDR INDEX SHS FDS78463X5091,051$37,2160.03%
301VANGUARD TAX-MANAGED FDS921943858729$34,9190.03%
302UNITED PARCEL SERVICE INCUPS221$34,7480.03%
303SPDR SER TR78464A6641,170$33,9530.03%
304SPDR SER TR78464A839451$33,0940.02%
305SPDR SER TR78464A821429$32,4620.02%
306VANGUARD WHITEHALL FDS921946406284$31,7030.02%
307RELX PLCRLXXF781$30,9740.02%
308J P MORGAN EXCHANGE TRADED F46641Q761631$30,2000.02%
309ENDAVA PLCDAVA351$27,3250.02%
310EXXON MOBIL CORPXOM263$26,2950.02%
311WISDOMTREE TRWT360$25,3010.02%
312ENTEGRIS INCENTG181$21,6870.02%
313HALEON PLCHLNCF2,453$20,1880.02%
314SHELL PLCRYDAF274$18,0290.01%
315VANGUARD STAR FDS921909768268$15,5330.01%
316SPDR SER TR78464A201175$14,6350.01%
317SAIA INCSAIA33$14,4610.01%
318SPDR SER TR78464A300173$14,4130.01%
319WATTS WATER TECHNOLOGIES INCWTS61$12,7090.01%
320DARDEN RESTAURANTS INCDRI73$11,9940.01%
321VANGUARD INDEX FDS92290873638$11,8130.01%
322QURATE RETAIL INC74915M10013,269$11,6170.01%
323CRANE COMPANYCR87$10,2780.01%
324DECKERS OUTDOOR CORPDECK14$9,3580.01%
325EMCOR GROUP INCEME43$9,2630.01%
326ULTA BEAUTY INCULTA18$8,8200.01%
327MITSUBISHI UFJ FINL GROUP IN606822104985$8,4810.01%
328CEMEX SAB DE CVCXMSF1,081$8,3780.01%
329BANCO BILBAO VIZCAYA ARGENTABBVXF888$8,0900.01%
330HOLLEY INCHLLY-WT1,487$7,2420.01%
331VANGUARD INDEX FDS92290863731$6,7630.01%
332VANGUARD INDEX FDS92290859519$4,5940.00%
333QURATE RETAIL INC74915M1004,222$3,6960.00%
334ABBVIE INCABBV4$6200.00%