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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 2024 · Filed October 4, 2024 · Accession 0001085146-24-004642

Total Value
$136.7M
Positions
348
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (348)

#IssuerTicker / CUSIPSharesValue% of Filing
1MERCK & CO INCMRK115,147$14.3M10.43%
2CHEVRON CORP NEWCVX30,141$4.7M3.45%
3AMAZON COM INCAMZN20,623$4.0M2.92%
4THE CIGNA GROUP12552310011,837$3.9M2.86%
5MICROSOFT CORPMSFT5,047$2.3M1.65%
6CHEVRON CORP NEWCVX14,098$2.2M1.61%
7BONDBLOXX ETF TRUST09789C78842,630$2.1M1.57%
8ISHARES TR4642872003,770$2.1M1.51%
9APPLE INCAAPL9,114$1.9M1.40%
10WORLD GOLD TRGLDW40,977$1.9M1.38%
11J P MORGAN EXCHANGE TRADED F46641Q21733,284$1.9M1.37%
12ALPHABET INCGOOG9,718$1.8M1.30%
13SPDR S&P 500 ETF TRSPY2,956$1.6M1.18%
14ISHARES TR46432F3398,634$1.5M1.08%
15ISHARES TR46428744014,307$1.3M0.98%
16ALPHABET INCGOOG7,111$1.3M0.95%
17THERMO FISHER SCIENTIFIC INCTMO2,352$1.3M0.95%
18MASTERCARD INCORPORATEDMA2,887$1.3M0.93%
19AMAZON COM INCAMZN6,332$1.2M0.90%
20NOVO-NORDISK A SNONOF8,023$1.1M0.84%
21ISHARES TR46429B59820,397$1.1M0.83%
22ADOBE INCADBE1,975$1.1M0.80%
23UNITEDHEALTH GROUP INCUNH2,108$1.1M0.79%
24MICROSOFT CORPMSFT2,394$1.1M0.78%
25SERVICENOW INCNOW1,265$995,1380.73%
26PHILIP MORRIS INTL INC7181721099,750$987,9680.72%
27VISA INCV3,583$940,3020.69%
28JOHNSON & JOHNSONJNJ6,224$909,7000.67%
29WELLS FARGO CO NEW94974610115,212$903,4320.66%
30SALESFORCE INCCRM3,484$895,7370.66%
31JPMORGAN CHASE & CO.VYLD4,370$883,8760.65%
32J P MORGAN EXCHANGE TRADED F46641Q83717,298$873,0300.64%
33ISHARES TR4642872001,557$852,0370.62%
34WORLD GOLD TRGLDW17,439$803,7640.59%
35CISCO SYS INCCSCO16,563$786,9080.58%
36NETFLIX INCNFLX1,160$782,8600.57%
37AIRBNB INCABNB4,982$755,4210.55%
38J P MORGAN EXCHANGE TRADED F46641Q83714,912$752,6090.55%
39SPDR INDEX SHS FDS78463X88921,052$738,5040.54%
40ABBOTT LABSABLZF7,076$735,2670.54%
41ACCENTURE PLC IRELANDACN2,248$682,0660.50%
42APPLE INCAAPL3,217$677,5650.50%
43ISHARES TR4642871766,333$676,2380.49%
44SPDR SER TR78464A4098,428$675,3360.49%
45NVIDIA CORPORATIONNVDA5,406$667,8580.49%
46BONDBLOXX ETF TRUST09789C78813,275$667,4670.49%
47LOWES COS INC5486611073,015$664,6470.49%
48SPDR SER TR78464A2017,238$621,4550.45%
49J P MORGAN EXCHANGE TRADED F46641Q21710,971$619,0940.45%
50ISHARES TR46429B7476,171$613,9520.45%
51ZOETIS INCZTS3,407$590,6380.43%
52SPDR SER TR78464A50811,983$584,0520.43%
53ALPHABET INCGOOG3,164$576,3230.42%
54JD.COM INCJDCMF21,927$566,5940.41%
55SHELL PLCRYDAF7,817$564,2310.41%
56BANK MONTREAL MEDIUM0636795341,253$557,7230.41%
57ALPHABET INCGOOG2,993$548,9760.40%
58AT&T INCT-PC28,349$541,7490.40%
59ISHARES TR4642874405,634$527,6240.39%
60INTUITINTU788$517,8810.38%
61TJX COS INC NEW8725401094,699$517,3600.38%
62ISHARES TR46432F3392,951$503,9130.37%
63BOOKING HOLDINGS INCBKNG123$487,2650.36%
64VERIZON COMMUNICATIONS INCVZ11,604$478,5490.35%
65SHOPIFY INCSHOP7,135$471,2660.34%
66SPDR INDEX SHS FDS78463X50912,445$468,8040.34%
67ISHARES TR4642875077,945$464,9410.34%
68ABBVIE INCABBV2,678$459,3300.34%
69AMPHENOL CORP NEW0320951016,682$450,1670.33%
70EXXON MOBIL CORPXOM3,855$443,7880.32%
71PG&E CORPPCG-PX25,399$443,4660.32%
72BANK AMERICA CORP06050510411,133$442,7600.32%
73FIRSTENERGY CORPFE11,321$433,2550.32%
74UNITED PARCEL SERVICE INCUPS3,158$432,1720.32%
75RYAN SPECIALTY HOLDINGS INCRYAN7,402$428,6500.31%
76RTX CORPORATIONRTX4,269$428,5650.31%
77INTERNATIONAL BUSINESS MACHSINTR2,420$418,5390.31%
78S&P GLOBAL INCSPGI936$417,4560.31%
79PROCTER AND GAMBLE CO7427181092,502$412,6300.30%
80MEDTRONIC PLCMDT5,228$411,4960.30%
81PFIZER INCPFE14,689$410,9980.30%
82FISERV INCFISV2,749$409,7110.30%
83INVESCO QQQ TRIVZ850$407,2440.30%
84COPART INCCPRT7,393$400,4050.29%
85VISA INCV1,506$395,2800.29%
86COCA COLA COKO6,161$392,1470.29%
87ISHARES TR46429B26717,194$388,0690.28%
88NVIDIA CORPORATIONNVDA3,136$387,4220.28%
89US BANCORP DELUSB-PS9,674$384,0580.28%
90NOVO-NORDISK A SNONOF2,688$383,6850.28%
91SPDR SER TR78468R6634,157$381,5300.28%
92AMERICAN TOWER CORP NEW03027X1001,953$379,6240.28%
93CORNING INCGLW9,626$373,9700.27%
94SPS COMM INCSPSC1,974$371,4280.27%
95MSCI INCMSCI769$370,4660.27%
96MARKEL GROUP INCMKL234$368,7040.27%
97HOME DEPOT INCHD1,061$365,2390.27%
98ISHARES TR46429B5986,539$364,7450.27%
99AUTODESK INCADSK1,466$362,7620.27%
100MASTERCARD INCORPORATEDMA819$361,3100.26%
101NAPCO SEC TECHNOLOGIES INC6304021056,734$349,8320.26%
102THERMO FISHER SCIENTIFIC INCTMO632$349,4960.26%
103TECHNIPFMC PLCFTI13,330$348,5800.26%
104ADOBE INCADBE623$346,1010.25%
105WILLIAMS COS INC9694571008,131$345,5680.25%
106SPDR S&P 500 ETF TRSPY623$339,3120.25%
107VERIZON COMMUNICATIONS INCVZ8,123$334,9930.25%
108UNITEDHEALTH GROUP INCUNH653$332,5470.24%
109SPDR SER TR78464A8394,522$329,8350.24%
110WORKDAY INCWDAY1,452$324,6090.24%
111GARTNER INCIT704$316,1390.23%
112SPDR SER TR78464A38314,628$315,5260.23%
113CVS HEALTH CORPCVS5,245$309,7700.23%
114DIMENSIONAL ETF TRUST25434V7089,525$307,0890.22%
115SPDR SER TR78464A8213,639$305,8940.22%
116CITIGROUP INCC-PR4,749$301,3710.22%
117FREEPORT-MCMORAN INCFCX6,163$299,5220.22%
118SPDR SER TR78464A3003,733$292,3310.21%
119ISHARES TR4642878042,740$292,2480.21%
120ISHARES TR46429B7472,936$292,1030.21%
121AES CORPAES16,464$289,2720.21%
122NIKE INCNKE3,801$286,4810.21%
123AMERICAN INTL GROUP INC0268747843,812$283,0030.21%
124HARBOR ETF TRUST41151J50512,540$282,0870.21%
125GODADDY INCGDDY2,006$280,2580.21%
126SERVICENOW INCNOW356$280,0550.20%
127SHERWIN WILLIAMS COSHW935$279,0320.20%
128DOLLAR GEN CORP NEW2566771052,095$277,0220.20%
129MORNINGSTAR INCMORN922$272,7730.20%
130CRANE COMPANYCR1,870$271,1130.20%
131ZEBRA TECHNOLOGIES CORPORATIZBRA872$269,3870.20%
132QUALCOMM INCQCOM1,348$268,4950.20%
133CSX CORPCSX8,018$268,2020.20%
134SALESFORCE INCCRM1,042$267,8980.20%
135FACTSET RESH SYS INC303075105656$267,8250.20%
136TAKE-TWO INTERACTIVE SOFTWARTTWO1,670$259,6690.19%
137AAON INCAAON2,965$258,6670.19%
138DIREXION SHS ETF TR25459W8621,750$255,6230.19%
139POOL CORPPOOL825$253,5470.19%
140BARRICK GOLD CORP06790110815,167$252,9860.19%
141ELI LILLY & COLLY278$251,6960.18%
142VANGUARD SCOTTSDALE FDS92206C8703,121$249,4610.18%
143SPDR SER TR78464A6649,149$249,0360.18%
144J P MORGAN EXCHANGE TRADED F46641Q7614,692$248,4410.18%
145ISHARES TR4642871762,326$248,3700.18%
146ORGANON & COOGN11,711$242,4180.18%
147SOUTHWEST AIRLS CO8447411088,447$241,6690.18%
148METLIFE INCMET-PF3,441$241,5240.18%
149NCINO INCNCNO7,597$238,9260.17%
150RTX CORPORATIONRTX2,366$237,5230.17%
151CENTENE CORP DELCNC3,581$237,4210.17%
152CATERPILLAR INCCAT709$236,1680.17%
153WEATHERFORD INTL PLCG488331181,928$236,0830.17%
154CINTAS CORPCTAS336$235,2870.17%
155NVENT ELECTRIC PLCNVT3,004$230,1360.17%
156ACCENTURE PLC IRELANDACN755$229,0750.17%
157HUMANA INCHUM613$229,0470.17%
158SPDR INDEX SHS FDS78463X8717,186$228,0840.17%
159MONOLITHIC PWR SYS INC609839105275$225,9620.17%
160BANK AMERICA CORP0605051045,677$225,7740.17%
161CISCO SYS INCCSCO4,692$222,9170.16%
162AUTOZONE INCAZO75$222,3080.16%
163NETFLIX INCNFLX329$222,0360.16%
164CORPAY INCCPAY832$221,6530.16%
165CASEYS GEN STORES INC147528103578$220,5410.16%
166MARATHON PETE CORPMARA1,266$219,6260.16%
167JPMORGAN CHASE & CO.VYLD1,080$218,4410.16%
168RELX PLCRLXXF4,738$217,3800.16%
169EMCOR GROUP INCEME595$217,2230.16%
170SERVISFIRST BANCSHARES INCSFBS3,426$216,4890.16%
171DECKERS OUTDOOR CORPDECK223$215,8530.16%
172TRIUMPH FINANCIAL INCTFIN-P2,572$210,2610.15%
173ENTEGRIS INCENTG1,552$210,1410.15%
174LOWES COS INC548661107953$210,0980.15%
175PURE STORAGE INC74624M1023,248$208,5540.15%
176SAP SESAPGF1,027$207,1560.15%
177AIRBNB INCABNB1,365$206,9750.15%
178ABBOTT LABSABLZF1,959$203,5600.15%
179BOOZ ALLEN HAMILTON HLDG CORBAH1,322$203,4560.15%
180AT&T INCT-PC10,580$202,1840.15%
181BRISTOL-MYERS SQUIBB COCELG-RI4,860$201,8360.15%
182APPLIED MATLS INC038222105837$197,5230.14%
183SAIA INCSAIA416$197,3040.14%
184BONDBLOXX ETF TRUST09789C8613,952$195,7230.14%
185AMETEK INCAME1,155$192,5500.14%
186JD.COM INCJDCMF7,442$192,3010.14%
187SPDR SER TR78468R8534,623$191,9930.14%
188MORGAN STANLEYMS-PQ1,968$191,2700.14%
189IDEXX LABS INC45168D104371$180,7510.13%
190BOEING COBA-PA965$175,6390.13%
191ICON PLCICLR553$173,3490.13%
192ZOETIS INCZTS988$171,2800.13%
193BROWN & BROWN INCBRO1,914$171,1310.13%
194ISHARES TR46434V4074,014$169,3910.12%
195WEST PHARMACEUTICAL SVSC INC955306105513$168,9770.12%
196WELLS FARGO CO NEW9497461012,840$168,6680.12%
197SHOPIFY INCSHOP2,536$167,5030.12%
198TERADATA CORP DELTDC4,812$166,3030.12%
199ISHARES TR46429B2677,349$165,8670.12%
200TELEDYNE TECHNOLOGIES INCTDY418$162,1760.12%
201POOL CORPPOOL522$160,4260.12%
202MEDTRONIC PLCMDT1,996$157,1050.11%
203AMERICAN TOWER CORP NEW03027X100805$156,4760.11%
204VALVOLINE INCVVV3,571$154,2670.11%
205OLLIES BARGAIN OUTLET HLDGS6811161091,551$152,2620.11%
206ASML HOLDING N VASMLF147$150,3420.11%
207PHILIP MORRIS INTL INC7181721091,458$147,7390.11%
208SAP SESAPGF732$147,6520.11%
209ICON PLCICLR471$147,6440.11%
210COOPER COS INC2166485011,686$147,1880.11%
211OLLIES BARGAIN OUTLET HLDGS6811161091,495$146,7640.11%
212UNILEVER PLCUNLYF2,647$145,5590.11%
213MONOLITHIC PWR SYS INC609839105176$144,6160.11%
214WEST PHARMACEUTICAL SVSC INC955306105430$141,6380.10%
215TELEDYNE TECHNOLOGIES INCTDY359$139,2850.10%
216COOPER COS INC2166485011,541$134,5290.10%
217TJX COS INC NEW8725401091,219$134,2120.10%
218PG&E CORPPCG-PX7,684$134,1630.10%
219UNILEVER PLCUNLYF2,422$133,1860.10%
220CORNING INCGLW3,414$132,6340.10%
221CVS HEALTH CORPCVS2,232$131,8220.10%
222WILLIAMS COS INC9694571003,018$128,2650.09%
223FIRSTENERGY CORPFE3,341$127,8600.09%
224ASPEN TECHNOLOGY INC29109X106643$127,7190.09%
225INTERNATIONAL BUSINESS MACHSINTR734$126,9450.09%
226BANCO BILBAO VIZCAYA ARGENTABBVXF12,633$126,7090.09%
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%
234MITSUBISHI UFJ FINL GROUP IN60682210410,804$116,6830.09%
235ISHARES TR4642875071,992$116,5520.09%
236ASPEN TECHNOLOGY INC29109X106586$116,3970.09%
237SPDR SER TR78464A763915$116,3700.09%
238CITIGROUP INCC-PR1,833$116,3220.09%
239GARTNER INCIT254$114,0610.08%
240SPDR SER TR78464A3835,266$113,5880.08%
241HALEON PLCHLNCF13,625$112,5420.08%
242SPDR SER TR78468R6631,219$111,8800.08%
243HOME DEPOT INCHD325$111,8780.08%
244THE CIGNA GROUP125523100334$110,4100.08%
245BROWN & BROWN INCBRO1,218$108,9010.08%
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%
250BOOKING HOLDINGS INCBKNG26$102,9990.08%
251SPDR SER TR78464A763806$102,5410.08%
252ASML HOLDING N VASMLF100$102,2730.07%
253AES CORPAES5,783$101,6070.07%
254MSCI INCMSCI209$100,6860.07%
255AMERICAN INTL GROUP INC0268747841,326$98,4420.07%
256NAPCO SEC TECHNOLOGIES INC6304021051,889$98,1340.07%
257QUALCOMM INCQCOM477$95,0090.07%
258CSX CORPCSX2,835$94,8310.07%
259WORKDAY INCWDAY421$94,1190.07%
260VALVOLINE INCVVV2,172$93,8300.07%
261COPART INCCPRT1,699$92,0180.07%
262AUTODESK INCADSK368$91,0620.07%
263DOLLAR GEN CORP NEW256677105686$90,7100.07%
264S&P GLOBAL INCSPGI203$90,5380.07%
265SPDR SER TR78464A6643,307$90,0170.07%
266HARBOR ETF TRUST41151J5053,980$89,5300.07%
267HARMONY GOLD MINING CO LTDHGMCF9,310$85,3730.06%
268SPDR INDEX SHS FDS78463X8892,423$84,9990.06%
269MORGAN STANLEYMS-PQ873$84,8470.06%
270FISERV INCFISV568$84,6550.06%
271SPDR SER TR78464A4091,054$84,4570.06%
272METLIFE INCMET-PF1,197$84,0170.06%
273FACTSET RESH SYS INC303075105202$82,4710.06%
274QUALYS INCQLYS578$82,4230.06%
275GODADDY INCGDDY589$82,2890.06%
276BARRICK GOLD CORP0679011084,859$81,0480.06%
277RYAN SPECIALTY HOLDINGS INCRYAN1,375$79,6260.06%
278HUMANA INCHUM211$78,8400.06%
279MARATHON PETE CORPMARA450$78,0660.06%
280PROCTER AND GAMBLE CO742718109467$77,0180.06%
281COCA COLA COKO1,180$75,1070.05%
282JOHNSON & JOHNSONJNJ509$74,3950.05%
283NOMURA HLDGS INCNRSCF12,704$73,4290.05%
284CEMEX SAB DE CVCXMSF11,453$73,1850.05%
285SPDR SER TR78464A5081,498$73,0130.05%
286MARKEL GROUP INCMKL46$72,4800.05%
287APPLIED MATLS INC038222105305$71,9770.05%
288SOUTHWEST AIRLS CO8447411082,508$71,7540.05%
289ZEBRA TECHNOLOGIES CORPORATIZBRA232$71,6720.05%
290MERCK & CO INCMRK556$68,8330.05%
291CINTAS CORPCTAS96$67,2250.05%
292CENTENE CORP DELCNC1,005$66,6320.05%
293CORPAY INCCPAY248$66,0700.05%
294BRISTOL-MYERS SQUIBB COCELG-RI1,584$65,7840.05%
295MORNINGSTAR INCMORN222$65,6790.05%
296CATERPILLAR INCCAT197$65,6210.05%
297ELI LILLY & COLLY70$63,3770.05%
298BOEING COBA-PA337$61,3370.04%
299TERADATA CORP DELTDC1,710$59,0980.04%
300AAON INCAAON676$58,9740.04%
301INVESCO QQQ TRIVZ112$53,5100.04%
302IDEXX LABS INC45168D104108$52,6180.04%
303SHERWIN WILLIAMS COSHW170$50,7330.04%
304OLO INC68134L10911,370$50,2550.04%
305BONDBLOXX ETF TRUST09789C861999$49,4750.04%
306NCINO INCNCNO1,554$48,8730.04%
307AUTOZONE INCAZO16$47,4260.03%
308BOOZ ALLEN HAMILTON HLDG CORBAH300$46,1700.03%
309SPS COMM INCSPSC245$46,0990.03%
310TAKE-TWO INTERACTIVE SOFTWARTTWO291$45,2480.03%
311UNITED PARCEL SERVICE INCUPS311$42,5600.03%
312HOLLEY INCHLLY-WT11,270$40,3470.03%
313RELX PLCRLXXF830$38,0800.03%
314SPDR INDEX SHS FDS78463X5091,010$38,0470.03%
315TRIUMPH FINANCIAL INCTFIN-P442$36,1340.03%
316SHELL PLCRYDAF491$35,4400.03%
317J P MORGAN EXCHANGE TRADED F46641Q761650$34,4180.03%
318SERVISFIRST BANCSHARES INCSFBS538$33,9960.02%
319LLOYDS BANKING GROUP PLCLLOBF12,407$33,8720.02%
320HALEON PLCHLNCF3,924$32,4120.02%
321SPDR SER TR78464A201367$31,5110.02%
322ENTEGRIS INCENTG192$25,9970.02%
323CASEYS GEN STORES INC14752810368$25,9460.02%
324LLOYDS BANKING GROUP PLCLLOBF8,648$23,6090.02%
325AMETEK INCAME141$23,5060.02%
326PFIZER INCPFE823$23,0280.02%
327SPDR SER TR78468R853537$22,3020.02%
328NVENT ELECTRIC PLCNVT247$18,9230.01%
329BANCO BILBAO VIZCAYA ARGENTABBVXF1,678$16,8300.01%
330SPDR SER TR78464A839224$16,3390.01%
331SAIA INCSAIA32$15,1770.01%
332SPDR SER TR78464A821176$14,7950.01%
333MITSUBISHI UFJ FINL GROUP IN6068221041,364$14,7310.01%
334EXXON MOBIL CORPXOM123$14,1600.01%
335PURE STORAGE INC74624M102204$13,0990.01%
336CRANE COMPANYCR85$12,3230.01%
337QURATE RETAIL INC74915M10016,935$10,6690.01%
338DECKERS OUTDOOR CORPDECK11$10,6470.01%
339EMCOR GROUP INCEME29$10,5870.01%
340HARMONY GOLD MINING CO LTDHGMCF938$8,6010.01%
341WEATHERFORD INTL PLCG4883311868$8,3270.01%
342ABBVIE INCABBV41$7,0320.01%
343CEMEX SAB DE CVCXMSF1,081$6,9080.01%
344NOMURA HLDGS INCNRSCF1,188$6,8670.01%
345OLO INC68134L1091,497$6,6170.00%
346SPDR SER TR78464A30083$6,5000.00%
347HOLLEY INCHLLY-WT1,569$5,6170.00%
348QURATE RETAIL INC74915M1005,947$3,7470.00%