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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

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0001085146-25-004134

Total Value
$2.03B
Positions
170
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (170)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCH TRADED FD TR IIIVZ2,624,830$295.2M14.56%
2SPDR INDEX SHS FDS78463X2024,152,200$248.0M12.23%
3EXCHANGE TRADED CONCEPTS TRU3015056814,143,114$200.9M9.91%
4WISDOMTREE TRWT3,388,956$159.8M7.88%
5AMERICAN CENTY ETF TR0250723071,245,132$135.9M6.70%
6SPDR SERIES TRUST78464A1513,408,724$111.1M5.48%
7SPDR SERIES TRUST78464A4091,085,058$103.4M5.10%
8EXCHANGE TRADED CONCEPTS TRU3015056652,534,574$97.4M4.80%
9INVESCO EXCHANGE TRADED FD TIVZ1,343,614$95.7M4.72%
10ISHARES GOLD TRIAU1,327,088$82.8M4.08%
11INVESCO EXCHANGE TRADED FD TIVZ557,138$71.7M3.53%
12INVESCO EXCH TRADED FD TR IIIVZ307,008$69.7M3.44%
13J P MORGAN EXCHANGE TRADED F46641Q852927,728$45.1M2.22%
14ETFIS SER TR I26923G806262,146$19.8M0.98%
15ISHARES TR464288679133,288$14.7M0.73%
16SPDR GOLD TRGLD43,316$13.2M0.65%
17NVIDIA CORPORATIONNVDA63,492$10.0M0.49%
18SOUTHERN COSOMN85,744$7.9M0.39%
19ALPHABET INCGOOG37,930$6.7M0.33%
20TRANSDIGM GROUP INCTDG4,372$6.6M0.33%
21JPMORGAN CHASE & CO.VYLD22,918$6.6M0.33%
22EXXON MOBIL CORPXOM61,054$6.6M0.32%
23ISHARES TR46428762218,630$6.3M0.31%
24PALANTIR TECHNOLOGIES INCPLTR45,522$6.2M0.31%
25MCKESSON CORPMCK8,242$6.0M0.30%
26LAM RESEARCH CORPLRCX59,216$5.8M0.28%
27INTERNATIONAL BUSINESS MACHSINTR19,206$5.7M0.28%
28ISHARES SILVER TRSLV172,424$5.7M0.28%
29ALPS ETF TR00162Q452114,890$5.6M0.28%
30PHILIP MORRIS INTL INC71817210929,908$5.4M0.27%
31CISCO SYS INCCSCO75,820$5.3M0.26%
32UNIFIED SER TRUFI152,812$5.2M0.26%
33MICROSOFT CORPMSFT10,388$5.2M0.25%
34PROCTER AND GAMBLE CO74271810930,498$4.9M0.24%
35AMAZON COM INCAMZN21,686$4.8M0.23%
36ARES CAPITAL CORPARCC214,476$4.7M0.23%
37GOLDMAN SACHS GROUP INCGSCE6,610$4.7M0.23%
38ONEOK INC NEWOKE56,232$4.6M0.23%
39SIMPLIFY EXCHANGE TRADED FUN82889N566162,454$4.6M0.23%
40PRUDENTIAL FINL INCPUKPF40,156$4.3M0.21%
41VISA INCV12,020$4.3M0.21%
42TEXAS INSTRS INC88250810420,096$4.2M0.21%
43GRAYSCALE BITCOIN TRUST ETFGBTC48,096$4.1M0.20%
44TELEFONICA S ATELFY780,078$4.1M0.20%
45WASTE MGMT INC DEL94106L10917,110$3.9M0.19%
46APPLE INCAAPL18,540$3.8M0.19%
47CONSTELLATION ENERGY CORPCEG11,500$3.7M0.18%
48WISDOMTREE TRWT99,020$3.6M0.18%
49NETFLIX INCNFLX2,518$3.4M0.17%
50META PLATFORMS INCMETA4,534$3.3M0.17%
51ETHAN ALLEN INTERIORS INCETD118,144$3.3M0.16%
52SMURFIT WESTROCK PLCSW75,408$3.3M0.16%
53AMERICAN ELEC PWR CO INC02553710131,328$3.3M0.16%
54CATERPILLAR INCCAT8,232$3.2M0.16%
55SALESFORCE INCCRM11,534$3.1M0.16%
56WELLS FARGO CO NEW94974610137,052$3.0M0.15%
57HP INCHPQ121,128$3.0M0.15%
58AMGEN INCAMGN10,319$2.9M0.14%
59CANADIAN NAT RES LTD13638510178,644$2.5M0.12%
60OREILLY AUTOMOTIVE INC67103H10727,210$2.5M0.12%
61ALTRIA GROUP INCMO40,726$2.4M0.12%
62COCA COLA COKO33,262$2.4M0.12%
63ELI LILLY & COLLY2,948$2.3M0.11%
64BANK NEW YORK MELLON CORP06405810024,004$2.2M0.11%
65ISHARES TR46428746520,728$1.9M0.09%
66FORTINET INCFTNT16,816$1.8M0.09%
67INVESCO ACTIVELY MANAGED EXCIVZ63,270$1.6M0.08%
68FORD MTR CO345370860124,788$1.4M0.07%
69WISDOMTREE TRWT11,698$1.3M0.07%
70SPDR S&P 500 ETF TRSPY1,938$1.2M0.06%
71VICTORY PORTFOLIOS II92647N53523,208$1.2M0.06%
72INVESCO EXCH TRADED FD TR IIIVZ15,126$1.1M0.05%
73ATMOS ENERGY CORPATO6,914$1.1M0.05%
74VANGUARD INDEX FDS9229087362,352$1.0M0.05%
75INVESCO QQQ TRIVZ1,810$998,4680.05%
76GENERAL MTRS CO37045V10018,952$932,6280.05%
77ISHARES TR4642876554,206$907,6140.04%
78DOMINION ENERGY INCD15,918$899,6860.04%
79KKR & CO INCKKRT6,594$877,2000.04%
80SCHWAB STRATEGIC TR80852420134,008$831,1560.04%
81KINDER MORGAN INC DELEP-PC27,658$813,1480.04%
82SOFI TECHNOLOGIES INCSOFI41,216$750,5420.04%
83JOHNSON & JOHNSONJNJ4,892$747,2880.04%
84INVESCO ACTIVELY MANAGED EXCIVZ15,340$719,2920.04%
85PUBLIC SVC ENTERPRISE GRP IN7445731067,960$670,1200.03%
86ISHARES TR4642871196,770$656,0140.03%
87LOCKHEED MARTIN CORPLMT1,352$626,1660.03%
88WASTE CONNECTIONS INCWCN3,320$619,9100.03%
89GRAYSCALE ETHEREUM TRUST ETF38963810728,948$603,8560.03%
90MONOLITHIC PWR SYS INC609839105794$580,7160.03%
91DELTA AIR LINES INC DELDAL11,134$547,5700.03%
92MERCK & CO INCMRK6,706$530,8220.03%
93LINDE PLCLIN1,078$505,9520.02%
94ABBVIE INCABBV2,722$505,2080.02%
95ISHARES TR4642871764,536$499,1420.02%
96PIMCO ETF TR72201R7755,354$493,5340.02%
97SCHWAB STRATEGIC TR80852460719,388$490,5160.02%
98ISHARES TR4642875232,046$488,3800.02%
99ISHARES TR4642885136,050$487,9320.02%
100ENTERPRISE PRODS PARTNERS L29379210715,290$474,1420.02%
101CROWDSTRIKE HLDGS INCCRWD920$468,5660.02%
102CROCS INCCROX4,550$460,8240.02%
103INVESCO EXCH TRADED FD TR IIIVZ22,012$460,4920.02%
104APPLIED MATLS INC0382221052,510$459,5060.02%
105VANECK ETF TRUST92189F42926,796$458,7480.02%
106FIRST SOLAR INCFSLR2,754$455,8960.02%
107GRAYSCALE BITCOIN MINI TR ET3899302079,418$449,7100.02%
108ISHARES TR4642875724,122$444,3920.02%
109THE CIGNA GROUP1255231001,314$434,3840.02%
110INVESCO EXCH TRD SLF IDX FDIVZ8,428$434,0420.02%
111INVESCO EXCH TRADED FD TR IIIVZ3,823$429,9730.02%
112INVESCO EXCH TRADED FD TR IIIVZ9,110$418,6040.02%
113FIRST TR EXCHANGE-TRADED FD33738D3099,030$414,3860.02%
114ORACLE CORPORCL-PD1,884$411,8980.02%
115GOLDMAN SACHS ETF TRNVGLF4,734$405,0880.02%
116DUKE ENERGY CORP NEWDUKB3,416$403,1860.02%
117NOVO-NORDISK A SNONOF5,838$402,9380.02%
118T-MOBILE US INCTMUSZ1,672$398,3700.02%
119SPROTT PHYSICAL SILVER TRSII31,220$382,1320.02%
120ARCH CAP GROUP LTDG0450A1053,986$362,9260.02%
121SPDR INDEX SHS FDS78463X2025,874$350,8540.02%
122INVESCO EXCH TRADED FD TR IIIVZ7,030$342,0100.02%
123SCHLUMBERGER LTDSLB9,788$330,8480.02%
124GE AEROSPACE3696043011,234$317,6200.02%
125SUPER MICRO COMPUTER INCSMCI6,480$317,5860.02%
126NEXTERA ENERGY INCNEE-PW4,400$305,3980.02%
127INVESCO EXCH TRADED FD TR IIIVZ14,770$301,7500.01%
128ISHARES TR4642873092,656$292,4260.01%
129MPLX LPMPLXP5,548$285,7780.01%
130EXCHANGE TRADED CONCEPTS TRU3015056815,842$283,3370.01%
131VANGUARD INDEX FDS922908363474$269,2460.01%
132HOME DEPOT INCHD718$263,2480.01%
133ALPHA METALLURGICAL RESOUR I0207641062,338$262,9780.01%
134SUNCOR ENERGY INC NEWSU7,000$262,1500.01%
135CORTEVA INCCTVA3,438$256,2340.01%
136BAIDU INCBAIDF2,954$253,3360.01%
137WISDOMTREE TRWT5,027$237,0730.01%
138DUPONT DE NEMOURS INCDD3,288$225,5240.01%
139MICROCHIP TECHNOLOGY INC.MCHPP3,200$225,1840.01%
140ABBOTT LABSABLZF1,632$222,0220.01%
141TRACTOR SUPPLY COTSCO4,096$216,0960.01%
142AGNICO EAGLE MINES LTDAEM1,806$214,7880.01%
143AMERICAN CENTY ETF TR0250723071,837$200,4530.01%
144SPDR SERIES TRUST78464A1515,104$166,3390.01%
145ISHARES TR4642886791,474$162,7590.01%
146SPDR SERIES TRUST78464A4091,487$141,7410.01%
147INVESCO EXCHANGE TRADED FD TIVZ1,988$141,6650.01%
148ISHARES GOLD TRIAU2,055$128,1500.01%
149EXCHANGE TRADED CONCEPTS TRU3015056653,204$123,1620.01%
150INVESCO EXCHANGE TRADED FD TIVZ870$111,9080.01%
151INVESCO EXCH TRADED FD TR IIIVZ428$97,1990.00%
152J P MORGAN EXCHANGE TRADED F46641Q8521,173$57,0310.00%
153ETFIS SER TR I26923G806426$32,2060.00%
154ISHARES SILVER TRSLV377$12,3690.00%
155GOLDMAN SACHS GROUP INCGSCE3$2,1230.00%
156TEXAS INSTRS INC8825081049$1,8690.00%
157INTERNATIONAL BUSINESS MACHSINTR6$1,7690.00%
158EXXON MOBIL CORPXOM16$1,7250.00%
159ONEOK INC NEWOKE20$1,6330.00%
160PRUDENTIAL FINL INCPUKPF15$1,6120.00%
161PROCTER AND GAMBLE CO74271810910$1,5930.00%
162PHILIP MORRIS INTL INC7181721098$1,4570.00%
163CISCO SYS INCCSCO21$1,4570.00%
164ALPS ETF TR00162Q45228$1,3680.00%
165SMURFIT WESTROCK PLCSW29$1,2510.00%
166ETHAN ALLEN INTERIORS INCETD43$1,1980.00%
167ARES CAPITAL CORPARCC52$1,1420.00%
168TELEFONICA S ATELFY207$1,0830.00%
169AMERICAN ELEC PWR CO INC02553710110$1,0380.00%
170CANADIAN NAT RES LTD13638510128$8790.00%