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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 Q2 2024 · Filed August 15, 2024 · Accession 0001085146-24-004015

Total Value
$138.9M
Positions
350
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (350)

#IssuerTicker / CUSIPSharesValue% of Filing
1MERCK & CO INCMRK115,147$14.3M10.26%
2CHEVRON CORP NEWCVX30,225$4.7M3.40%
3AMAZON COM INCAMZN20,999$4.1M2.92%
4THE CIGNA GROUP12552310011,878$3.9M2.83%
5APPLE INCAAPL11,514$2.4M1.75%
6MICROSOFT CORPMSFT5,173$2.3M1.66%
7CHEVRON CORP NEWCVX14,098$2.2M1.59%
8BONDBLOXX ETF TRUST09789C78843,358$2.2M1.57%
9ISHARES TR4642872003,843$2.1M1.51%
10WORLD GOLD TRGLDW41,709$1.9M1.38%
11J P MORGAN EXCHANGE TRADED F46641Q21733,918$1.9M1.38%
12ALPHABET INCGOOG9,876$1.8M1.29%
13SPDR S&P 500 ETF TRSPY2,956$1.6M1.16%
14ISHARES TR46432F3398,805$1.5M1.08%
15ISHARES TR46428744014,554$1.4M0.98%
16ALPHABET INCGOOG7,321$1.3M0.97%
17THERMO FISHER SCIENTIFIC INCTMO2,389$1.3M0.95%
18MASTERCARD INCORPORATEDMA2,934$1.3M0.93%
19AMAZON COM INCAMZN6,332$1.2M0.88%
20NOVO-NORDISK A SNONOF8,245$1.2M0.85%
21ISHARES TR46429B59820,776$1.2M0.83%
22ADOBE INCADBE2,010$1.1M0.80%
23UNITEDHEALTH GROUP INCUNH2,135$1.1M0.78%
24MICROSOFT CORPMSFT2,401$1.1M0.77%
25SERVICENOW INCNOW1,294$1.0M0.73%
26PHILIP MORRIS INTL INC7181721099,883$1.0M0.72%
27VISA INCV3,690$968,3860.70%
28WELLS FARGO CO NEW94974610115,444$917,2100.66%
29SALESFORCE INCCRM3,566$916,8190.66%
30JOHNSON & JOHNSONJNJ6,255$914,2310.66%
31J P MORGAN EXCHANGE TRADED F46641Q83717,897$903,2620.65%
32JPMORGAN CHASE & CO.VYLD4,447$899,4500.65%
33ISHARES TR4642872001,557$852,0370.61%
34J P MORGAN EXCHANGE TRADED F46641Q83716,453$830,3830.60%
35WORLD GOLD TRGLDW17,439$803,7640.58%
36NETFLIX INCNFLX1,187$801,0820.58%
37CISCO SYS INCCSCO16,849$800,4960.58%
38AIRBNB INCABNB5,100$773,3130.56%
39ABBOTT LABSABLZF7,248$753,1400.54%
40SPDR INDEX SHS FDS78463X88921,052$738,5040.53%
41ACCENTURE PLC IRELANDACN2,311$701,1810.50%
42ISHARES TR4642871766,451$688,8380.50%
43APPLE INCAAPL3,217$677,5650.49%
44LOWES COS INC5486611073,073$677,4340.49%
45SPDR SER TR78464A4098,428$675,3360.49%
46NVIDIA CORPORATIONNVDA5,406$667,8580.48%
47BONDBLOXX ETF TRUST09789C78813,275$667,4670.48%
48ISHARES TR46429B7476,272$624,0010.45%
49SPDR SER TR78464A2017,238$621,4550.45%
50J P MORGAN EXCHANGE TRADED F46641Q21710,971$619,0940.45%
51ZOETIS INCZTS3,488$604,6800.44%
52SPDR SER TR78464A50811,983$584,0520.42%
53ALPHABET INCGOOG3,164$576,3230.41%
54JD.COM INCJDCMF21,927$566,5940.41%
55SHELL PLCRYDAF7,817$564,2310.41%
56BANK MONTREAL MEDIUM0636795341,253$557,7230.40%
57ALPHABET INCGOOG2,993$548,9760.40%
58AT&T INCT-PC28,349$541,7490.39%
59ISHARES TR4642874405,634$527,6240.38%
60INTUITINTU788$517,8810.37%
61TJX COS INC NEW8725401094,699$517,3600.37%
62ISHARES TR46432F3392,951$503,9130.36%
63VERIZON COMMUNICATIONS INCVZ12,058$497,2720.36%
64BOOKING HOLDINGS INCBKNG123$487,2650.35%
65SHOPIFY INCSHOP7,339$484,7410.35%
66SPDR INDEX SHS FDS78463X50912,445$468,8040.34%
67ISHARES TR4642875077,945$464,9410.33%
68PG&E CORPPCG-PX26,382$460,6290.33%
69BANK AMERICA CORP06050510411,562$459,8210.33%
70ABBVIE INCABBV2,678$459,3300.33%
71AMPHENOL CORP NEW0320951016,682$450,1670.32%
72RTX CORPORATIONRTX4,480$449,7470.32%
73FIRSTENERGY CORPFE11,751$449,7110.32%
74EXXON MOBIL CORPXOM3,855$443,7880.32%
75UNITED PARCEL SERVICE INCUPS3,158$432,1720.31%
76RYAN SPECIALTY HOLDINGS INCRYAN7,402$428,6500.31%
77INTERNATIONAL BUSINESS MACHSINTR2,420$418,5390.30%
78S&P GLOBAL INCSPGI936$417,4560.30%
79MEDTRONIC PLCMDT5,301$417,2420.30%
80PROCTER AND GAMBLE CO7427181092,516$414,9390.30%
81PFIZER INCPFE14,689$410,9980.30%
82FISERV INCFISV2,749$409,7110.29%
83INVESCO QQQ TRIVZ850$407,2440.29%
84COPART INCCPRT7,393$400,4050.29%
85VISA INCV1,506$395,2800.28%
86AMERICAN TOWER CORP NEW03027X1002,026$393,8140.28%
87COCA COLA COKO6,174$392,9750.28%
88CORNING INCGLW10,058$390,7530.28%
89ISHARES TR46429B26717,194$388,0690.28%
90NVIDIA CORPORATIONNVDA3,136$387,4220.28%
91SPDR SER TR78468R6634,213$386,6690.28%
92US BANCORP DELUSB-PS9,674$384,0580.28%
93NOVO-NORDISK A SNONOF2,688$383,6850.28%
94MSCI INCMSCI786$378,6560.27%
95SPS COMM INCSPSC1,974$371,4280.27%
96HOME DEPOT INCHD1,072$369,0250.27%
97MARKEL GROUP INCMKL234$368,7040.27%
98ISHARES TR46429B5986,539$364,7450.26%
99TECHNIPFMC PLCFTI13,920$364,0080.26%
100AUTODESK INCADSK1,466$362,7620.26%
101MASTERCARD INCORPORATEDMA819$361,3100.26%
102WILLIAMS COS INC9694571008,494$360,9960.26%
103NAPCO SEC TECHNOLOGIES INC6304021056,734$349,8320.25%
104THERMO FISHER SCIENTIFIC INCTMO632$349,4960.25%
105ADOBE INCADBE623$346,1010.25%
106VERIZON COMMUNICATIONS INCVZ8,274$341,2200.25%
107SPDR S&P 500 ETF TRSPY623$339,3120.24%
108UNITEDHEALTH GROUP INCUNH653$332,5470.24%
109WORKDAY INCWDAY1,487$332,4340.24%
110SPDR SER TR78464A8394,522$329,8350.24%
111GARTNER INCIT726$326,0180.23%
112CVS HEALTH CORPCVS5,436$321,0500.23%
113SPDR SER TR78464A38314,628$315,5260.23%
114CITIGROUP INCC-PR4,966$315,1420.23%
115FREEPORT-MCMORAN INCFCX6,428$312,4010.22%
116DIMENSIONAL ETF TRUST25434V7089,525$307,0890.22%
117SPDR SER TR78464A8213,639$305,8940.22%
118AES CORPAES17,218$302,5200.22%
119NIKE INCNKE3,953$297,9370.21%
120AMERICAN INTL GROUP INC0268747843,977$295,2530.21%
121SPDR SER TR78464A3003,733$292,3310.21%
122ISHARES TR4642878042,740$292,2480.21%
123ISHARES TR46429B7472,936$292,1030.21%
124HARBOR ETF TRUST41151J50512,770$287,2610.21%
125CSX CORPCSX8,381$280,3440.20%
126GODADDY INCGDDY2,006$280,2580.20%
127SERVICENOW INCNOW356$280,0550.20%
128QUALCOMM INCQCOM1,404$279,6490.20%
129SHERWIN WILLIAMS COSHW935$279,0320.20%
130DOLLAR GEN CORP NEW2566771052,095$277,0220.20%
131MORNINGSTAR INCMORN922$272,7730.20%
132CRANE COMPANYCR1,870$271,1130.20%
133ZEBRA TECHNOLOGIES CORPORATIZBRA872$269,3870.19%
134SALESFORCE INCCRM1,042$267,8980.19%
135FACTSET RESH SYS INC303075105656$267,8250.19%
136BARRICK GOLD CORP06790110815,753$262,7600.19%
137TAKE-TWO INTERACTIVE SOFTWARTTWO1,670$259,6690.19%
138AAON INCAAON2,965$258,6670.19%
139ELI LILLY & COLLY285$258,0340.19%
140DIREXION SHS ETF TR25459W8621,750$255,6230.18%
141POOL CORPPOOL825$253,5470.18%
142METLIFE INCMET-PF3,593$252,1930.18%
143SOUTHWEST AIRLS CO8447411088,767$250,8240.18%
144VANGUARD SCOTTSDALE FDS92206C8703,121$249,4610.18%
145SPDR SER TR78464A6649,149$249,0360.18%
146J P MORGAN EXCHANGE TRADED F46641Q7614,692$248,4410.18%
147ISHARES TR4642871762,326$248,3700.18%
148CENTENE CORP DELCNC3,713$246,1720.18%
149CATERPILLAR INCCAT735$244,8280.18%
150RTX CORPORATIONRTX2,427$243,6470.18%
151ORGANON & COOGN11,711$242,4180.17%
152HUMANA INCHUM640$239,1360.17%
153NCINO INCNCNO7,597$238,9260.17%
154WEATHERFORD INTL PLCG488331181,928$236,0830.17%
155CINTAS CORPCTAS336$235,2870.17%
156BANK AMERICA CORP0605051045,804$230,8250.17%
157NVENT ELECTRIC PLCNVT3,004$230,1360.17%
158MARATHON PETE CORPMARA1,323$229,5140.17%
159ACCENTURE PLC IRELANDACN755$229,0750.16%
160CISCO SYS INCCSCO4,802$228,1430.16%
161SPDR INDEX SHS FDS78463X8717,186$228,0840.16%
162MONOLITHIC PWR SYS INC609839105275$225,9620.16%
163AUTOZONE INCAZO75$222,3080.16%
164NETFLIX INCNFLX329$222,0360.16%
165RELX PLCRLXXF4,836$221,8760.16%
166CORPAY INCCPAY832$221,6530.16%
167CASEYS GEN STORES INC147528103578$220,5410.16%
168JPMORGAN CHASE & CO.VYLD1,080$218,4410.16%
169EMCOR GROUP INCEME595$217,2230.16%
170SERVISFIRST BANCSHARES INCSFBS3,426$216,4890.16%
171DECKERS OUTDOOR CORPDECK223$215,8530.16%
172SAP SESAPGF1,062$214,2160.15%
173TRIUMPH FINANCIAL INCTFIN-P2,572$210,2610.15%
174BRISTOL-MYERS SQUIBB COCELG-RI5,062$210,2250.15%
175ENTEGRIS INCENTG1,552$210,1410.15%
176LOWES COS INC548661107953$210,0980.15%
177PURE STORAGE INC74624M1023,248$208,5540.15%
178AIRBNB INCABNB1,365$206,9750.15%
179APPLIED MATLS INC038222105874$206,2550.15%
180AMETEK INCAME1,230$205,0530.15%
181ABBOTT LABSABLZF1,959$203,5600.15%
182BOOZ ALLEN HAMILTON HLDG CORBAH1,322$203,4560.15%
183AT&T INCT-PC10,580$202,1840.15%
184MORGAN STANLEYMS-PQ2,056$199,8230.14%
185SAIA INCSAIA416$197,3040.14%
186BONDBLOXX ETF TRUST09789C8613,952$195,7230.14%
187JD.COM INCJDCMF7,442$192,3010.14%
188SPDR SER TR78468R8534,623$191,9930.14%
189BOEING COBA-PA1,002$182,3740.13%
190IDEXX LABS INC45168D104371$180,7510.13%
191ICON PLCICLR563$176,4830.13%
192TERADATA CORP DELTDC5,040$174,1830.13%
193WELLS FARGO CO NEW9497461012,910$172,8250.12%
194ZOETIS INCZTS988$171,2800.12%
195BROWN & BROWN INCBRO1,914$171,1310.12%
196ISHARES TR46434V4074,014$169,3910.12%
197WEST PHARMACEUTICAL SVSC INC955306105513$168,9770.12%
198SHOPIFY INCSHOP2,536$167,5030.12%
199POOL CORPPOOL544$167,1880.12%
200ISHARES TR46429B2677,349$165,8670.12%
201MEDTRONIC PLCMDT2,068$162,7720.12%
202TELEDYNE TECHNOLOGIES INCTDY418$162,1760.12%
203ASML HOLDING N VASMLF155$158,5230.11%
204UNILEVER PLCUNLYF2,852$156,8320.11%
205AMERICAN TOWER CORP NEW03027X100805$156,4760.11%
206OLLIES BARGAIN OUTLET HLDGS6811161091,588$155,8940.11%
207COOPER COS INC2166485011,778$155,2190.11%
208VALVOLINE INCVVV3,571$154,2670.11%
209MONOLITHIC PWR SYS INC609839105187$153,6540.11%
210PHILIP MORRIS INTL INC7181721091,495$151,4880.11%
211WEST PHARMACEUTICAL SVSC INC955306105453$149,2140.11%
212SAP SESAPGF732$147,6520.11%
213ICON PLCICLR471$147,6440.11%
214TELEDYNE TECHNOLOGIES INCTDY379$147,0440.11%
215OLLIES BARGAIN OUTLET HLDGS6811161091,495$146,7640.11%
216CVS HEALTH CORPCVS2,305$136,1330.10%
217ASPEN TECHNOLOGY INC29109X106678$134,6710.10%
218COOPER COS INC2166485011,541$134,5290.10%
219TJX COS INC NEW8725401091,219$134,2120.10%
220PG&E CORPPCG-PX7,684$134,1630.10%
221UNILEVER PLCUNLYF2,422$133,1860.10%
222CORNING INCGLW3,414$132,6340.10%
223WILLIAMS COS INC9694571003,018$128,2650.09%
224BANCO BILBAO VIZCAYA ARGENTABBVXF12,755$127,9330.09%
225FIRSTENERGY CORPFE3,341$127,8600.09%
226INTERNATIONAL BUSINESS MACHSINTR734$126,9450.09%
227QUALYS INCQLYS883$125,9160.09%
228ISHARES TR464287655618$125,3860.09%
229ISHARES TR46434V4072,961$124,9540.09%
230US BANCORP DELUSB-PS3,140$124,6580.09%
231TECHNIPFMC PLCFTI4,687$122,5650.09%
232INTUITINTU186$122,2410.09%
233NIKE INCNKE1,586$119,5370.09%
234HALEON PLCHLNCF14,162$116,9780.08%
235MITSUBISHI UFJ FINL GROUP IN60682210410,804$116,6830.08%
236ISHARES TR4642875071,992$116,5520.08%
237ASPEN TECHNOLOGY INC29109X106586$116,3970.08%
238SPDR SER TR78464A763915$116,3700.08%
239CITIGROUP INCC-PR1,833$116,3220.08%
240BROWN & BROWN INCBRO1,289$115,2490.08%
241GARTNER INCIT254$114,0610.08%
242SPDR SER TR78464A3835,266$113,5880.08%
243SPDR SER TR78468R6631,219$111,8800.08%
244HOME DEPOT INCHD325$111,8780.08%
245THE CIGNA GROUP125523100334$110,4100.08%
246VANGUARD SCOTTSDALE FDS92206C8701,346$107,5860.08%
247ISHARES TR464287655526$106,8210.08%
248FREEPORT-MCMORAN INCFCX2,177$105,8020.08%
249AMPHENOL CORP NEW0320951011,558$104,9620.08%
250BERKSHIRE HATHAWAY INC DELBRK-A257$104,5480.08%
251BOOKING HOLDINGS INCBKNG26$102,9990.07%
252SPDR SER TR78464A763806$102,5410.07%
253ASML HOLDING N VASMLF100$102,2730.07%
254BERKSHIRE HATHAWAY INC DELBRK-A250$101,7000.07%
255AES CORPAES5,783$101,6070.07%
256MSCI INCMSCI209$100,6860.07%
257AMERICAN INTL GROUP INC0268747841,326$98,4420.07%
258NAPCO SEC TECHNOLOGIES INC6304021051,889$98,1340.07%
259VALVOLINE INCVVV2,239$96,7250.07%
260QUALCOMM INCQCOM477$95,0090.07%
261CSX CORPCSX2,835$94,8310.07%
262WORKDAY INCWDAY421$94,1190.07%
263COPART INCCPRT1,699$92,0180.07%
264AUTODESK INCADSK368$91,0620.07%
265DOLLAR GEN CORP NEW256677105686$90,7100.07%
266S&P GLOBAL INCSPGI203$90,5380.07%
267SPDR SER TR78464A6643,307$90,0170.06%
268HARBOR ETF TRUST41151J5053,980$89,5300.06%
269FACTSET RESH SYS INC303075105210$85,7370.06%
270HARMONY GOLD MINING CO LTDHGMCF9,310$85,3730.06%
271SPDR INDEX SHS FDS78463X8892,423$84,9990.06%
272QUALYS INCQLYS596$84,9900.06%
273MORGAN STANLEYMS-PQ873$84,8470.06%
274FISERV INCFISV568$84,6550.06%
275SPDR SER TR78464A4091,054$84,4570.06%
276METLIFE INCMET-PF1,197$84,0170.06%
277GODADDY INCGDDY589$82,2890.06%
278BARRICK GOLD CORP0679011084,859$81,0480.06%
279PROCTER AND GAMBLE CO742718109491$80,9760.06%
280COCA COLA COKO1,272$80,9630.06%
281RYAN SPECIALTY HOLDINGS INCRYAN1,375$79,6260.06%
282JOHNSON & JOHNSONJNJ543$79,3650.06%
283HUMANA INCHUM211$78,8400.06%
284MARATHON PETE CORPMARA450$78,0660.06%
285MERCK & CO INCMRK597$73,9090.05%
286NOMURA HLDGS INCNRSCF12,704$73,4290.05%
287CEMEX SAB DE CVCXMSF11,453$73,1850.05%
288SPDR SER TR78464A5081,498$73,0130.05%
289MARKEL GROUP INCMKL46$72,4800.05%
290APPLIED MATLS INC038222105305$71,9770.05%
291SOUTHWEST AIRLS CO8447411082,508$71,7540.05%
292ZEBRA TECHNOLOGIES CORPORATIZBRA232$71,6720.05%
293CINTAS CORPCTAS96$67,2250.05%
294CENTENE CORP DELCNC1,005$66,6320.05%
295CORPAY INCCPAY248$66,0700.05%
296BRISTOL-MYERS SQUIBB COCELG-RI1,584$65,7840.05%
297MORNINGSTAR INCMORN222$65,6790.05%
298CATERPILLAR INCCAT197$65,6210.05%
299ELI LILLY & COLLY70$63,3770.05%
300BOEING COBA-PA337$61,3370.04%
301TERADATA CORP DELTDC1,710$59,0980.04%
302AAON INCAAON676$58,9740.04%
303INVESCO QQQ TRIVZ112$53,5100.04%
304IDEXX LABS INC45168D104108$52,6180.04%
305SHERWIN WILLIAMS COSHW170$50,7330.04%
306OLO INC68134L10911,370$50,2550.04%
307BONDBLOXX ETF TRUST09789C861999$49,4750.04%
308NCINO INCNCNO1,554$48,8730.04%
309AUTOZONE INCAZO16$47,4260.03%
310BOOZ ALLEN HAMILTON HLDG CORBAH300$46,1700.03%
311SPS COMM INCSPSC245$46,0990.03%
312TAKE-TWO INTERACTIVE SOFTWARTTWO291$45,2480.03%
313UNITED PARCEL SERVICE INCUPS311$42,5600.03%
314HOLLEY INCHLLY-WT11,270$40,3470.03%
315RELX PLCRLXXF830$38,0800.03%
316SPDR INDEX SHS FDS78463X5091,010$38,0470.03%
317TRIUMPH FINANCIAL INCTFIN-P442$36,1340.03%
318SHELL PLCRYDAF491$35,4400.03%
319LLOYDS BANKING GROUP PLCLLOBF12,895$35,2040.03%
320J P MORGAN EXCHANGE TRADED F46641Q761650$34,4180.02%
321SERVISFIRST BANCSHARES INCSFBS538$33,9960.02%
322HALEON PLCHLNCF3,924$32,4120.02%
323SPDR SER TR78464A201367$31,5110.02%
324ENTEGRIS INCENTG192$25,9970.02%
325CASEYS GEN STORES INC14752810368$25,9460.02%
326LLOYDS BANKING GROUP PLCLLOBF8,648$23,6090.02%
327AMETEK INCAME141$23,5060.02%
328PFIZER INCPFE823$23,0280.02%
329SPDR SER TR78468R853537$22,3020.02%
330NVENT ELECTRIC PLCNVT247$18,9230.01%
331BANCO BILBAO VIZCAYA ARGENTABBVXF1,678$16,8300.01%
332SPDR SER TR78464A839224$16,3390.01%
333SAIA INCSAIA32$15,1770.01%
334SPDR SER TR78464A821176$14,7950.01%
335MITSUBISHI UFJ FINL GROUP IN6068221041,364$14,7310.01%
336EXXON MOBIL CORPXOM123$14,1600.01%
337PURE STORAGE INC74624M102204$13,0990.01%
338CRANE COMPANYCR85$12,3230.01%
339QURATE RETAIL INC74915M10017,714$11,1600.01%
340DECKERS OUTDOOR CORPDECK11$10,6470.01%
341EMCOR GROUP INCEME29$10,5870.01%
342HARMONY GOLD MINING CO LTDHGMCF938$8,6010.01%
343WEATHERFORD INTL PLCG4883311868$8,3270.01%
344ABBVIE INCABBV41$7,0320.01%
345CEMEX SAB DE CVCXMSF1,081$6,9080.00%
346NOMURA HLDGS INCNRSCF1,188$6,8670.00%
347OLO INC68134L1091,497$6,6170.00%
348SPDR SER TR78464A30083$6,5000.00%
349HOLLEY INCHLLY-WT1,569$5,6170.00%
350QURATE RETAIL INC74915M1005,947$3,7470.00%