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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

INVESTMENT ADVISORY SERVICES INC /TX /ADV

Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001214659-25-015202

Total Value
$317.4M
Positions
126
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (126)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SPECIALIZED FUNDS921908844160,822$34.7M10.93%
2INVESCO QQQ TRIVZ53,015$31.8M10.03%
3MICROSOFT CORPMSFT38,344$19.9M6.26%
4J P MORGAN EXCHANGE TRADED F46641Q332306,886$17.5M5.52%
5APPLE INCAAPL48,126$12.3M3.86%
6PACER FDS TR69374H881184,959$10.6M3.35%
7WALMART INCWMT102,982$10.6M3.34%
8SCHWAB STRATEGIC TR808524797298,067$8.1M2.56%
9ISHARES TR46428767142,714$7.0M2.21%
10FIDELITY COVINGTON TRUST316092337235,173$6.9M2.18%
11ABBVIE INCABBV25,520$5.9M1.86%
12EXXON MOBIL CORPXOM52,300$5.9M1.86%
13JPMORGAN CHASE & CO.VYLD17,366$5.5M1.73%
14MCDONALDS CORPMCD17,856$5.4M1.71%
15FIDELITY COVINGTON TRUST31609284094,113$5.2M1.65%
16HOME DEPOT INCHD12,711$5.2M1.62%
17JOHNSON & JOHNSONJNJ26,938$5.0M1.57%
18INVESCO EXCHANGE TRADED FD TIVZ24,793$4.7M1.48%
19AMERICAN EXPRESS COAXP12,655$4.2M1.32%
20BLACKROCK INCBLK3,187$3.7M1.17%
21STRYKER CORPORATIONSYK9,783$3.6M1.14%
22SELECT SECTOR SPDR TR81369Y80312,610$3.6M1.12%
23AMAZON COM INCAMZN15,276$3.4M1.06%
24COCA COLA COKO48,939$3.2M1.02%
25SELECT SECTOR SPDR TR81369Y50635,326$3.2M0.99%
26VANGUARD INDEX FDS9229087699,530$3.1M0.99%
27PROCTER AND GAMBLE CO74271810918,058$2.8M0.87%
28J P MORGAN EXCHANGE TRADED F46654Q20346,933$2.7M0.85%
29CHEVRON CORP NEWCVX17,221$2.7M0.84%
30ABBOTT LABSABLZF19,832$2.7M0.84%
31CAPITAL GROUP CORE EQUITY ET14020V10862,761$2.5M0.78%
32COTERRA ENERGY INCCTRA104,158$2.5M0.78%
33COSTCO WHSL CORP NEW22160K1052,631$2.4M0.77%
34ALPHABET INCGOOG9,866$2.4M0.76%
35SCHWAB CHARLES CORPSCHW-PJ25,080$2.4M0.75%
36CAPITAL GROUP GROWTH ETF14020G10150,910$2.2M0.70%
37RTX CORPORATIONRTX13,248$2.2M0.70%
38BANK AMERICA CORP06050510441,357$2.1M0.67%
39PEPSICO INCPEP14,439$2.0M0.64%
40ISHARES TR46428750730,475$2.0M0.63%
41CISCO SYS INCCSCO29,050$2.0M0.63%
42VANGUARD INDEX FDS9229083633,240$2.0M0.63%
43NVIDIA CORPORATIONNVDA9,598$1.8M0.56%
44FIDELITY COVINGTON TRUST31609A20645,077$1.6M0.52%
45ISHARES TR46428780413,226$1.6M0.50%
46MCKESSON CORPMCK2,004$1.5M0.49%
47AMGEN INCAMGN5,361$1.5M0.48%
48AUTOMATIC DATA PROCESSING INADP4,980$1.5M0.46%
49FIDELITY COVINGTON TRUST31609A50339,233$1.4M0.45%
50SPDR S&P 500 ETF TRSPY2,062$1.4M0.43%
51FEDEX CORPFDX5,517$1.3M0.41%
52CONSTELLATION ENERGY CORPCEG3,737$1.2M0.39%
53CUMMINS INCCMI2,901$1.2M0.39%
54POOL CORPPOOL3,346$1.0M0.33%
55CAPITAL GROUP DIVIDEND VALUE14020W10624,464$1.0M0.32%
56INTERNATIONAL BUSINESS MACHSINTR3,461$976,6570.31%
57META PLATFORMS INCMETA1,329$975,8070.31%
58GENERAL MLS INC37033410418,934$954,6560.30%
59CENCORA INCCOR3,041$950,5020.30%
60ZOETIS INCZTS6,492$949,8370.30%
61LABCORP HOLDINGS INCLH3,202$919,0690.29%
62STARBUCKS CORPSBUX10,588$895,7090.28%
63VISA INCV2,609$890,5020.28%
64ALPHABET INCGOOG3,433$836,0230.26%
65MEDTRONIC PLCMDT8,178$778,8460.25%
66VANGUARD WORLD FD92204A8764,108$778,0150.25%
67CATERPILLAR INCCAT1,589$758,3090.24%
68TREX CO INCTREX14,421$745,1420.23%
69TEXAS INSTRS INC8825081043,756$690,1660.22%
70APPLIED MATLS INC0382221053,353$686,5620.22%
71BROADCOM INCAVGO2,020$666,3660.21%
72CARRIER GLOBAL CORPORATIONCARR10,622$634,1140.20%
73MERCK & CO INCMRK7,212$605,2980.19%
74DUKE ENERGY CORP NEWDUKB4,883$604,2710.19%
75SELECT SECTOR SPDR TR81369Y2094,124$573,9380.18%
76AFLAC INCAFL5,039$562,8560.18%
77CONOCOPHILLIPSCOP5,686$537,8180.17%
78ORACLE CORPORCL-PD1,810$509,0360.16%
79OTIS WORLDWIDE CORPOTIS5,303$484,8090.15%
80BERKSHIRE HATHAWAY INC DELBRK-A922$463,5260.15%
81VANGUARD WORLD FD92204A702600$447,9780.14%
82PHILIP MORRIS INTL INC7181721092,718$440,7930.14%
83DEVON ENERGY CORP NEW25179M10312,340$432,6400.14%
84EXELON CORPEXC9,490$427,1450.13%
85MID-AMER APT CMNTYS INC59522J1032,735$382,1560.12%
86EOG RES INCEOG3,401$381,3430.12%
87SELECT SECTOR SPDR TR81369Y6057,022$378,2530.12%
88INDEPENDENCE RLTY TR INC45378A10622,182$363,5630.11%
89METLIFE INCMET-PF4,346$357,9920.11%
90CIVITAS RESOURCES INC17888H10310,633$345,5730.11%
91PARKER-HANNIFIN CORPPH444$336,6880.11%
92FREEPORT-MCMORAN INCFCX8,246$323,3980.10%
93NETFLIX INCNFLX257$308,1220.10%
94CAMDEN PPTY TR1331311022,814$300,4790.09%
95VANGUARD WORLD FD92204A6031,000$296,2900.09%
96PPL CORPPPLC7,892$293,2670.09%
97ENTERPRISE PRODS PARTNERS L2937921079,324$291,5510.09%
98PFIZER INCPFE11,292$287,7210.09%
99PINNACLE WEST CAP CORPPNW3,174$284,6170.09%
100NORTHROP GRUMMAN CORPNOC466$284,1390.09%
101AMERICAN ELEC PWR CO INC0255371012,469$277,7380.09%
102SPDR S&P MIDCAP 400 ETF TRMDY460$274,1740.09%
103SOUTHERN COSOMN2,843$269,3900.08%
104EMCOR GROUP INCEME403$262,0840.08%
105TESLA INCTSLA589$261,9400.08%
106ZACKS TRUST98888G2046,932$258,9100.08%
107ONEOK INC NEWOKE3,509$256,0520.08%
108MIDWESTONE FINL GROUP INC NE5985111039,000$254,6100.08%
109WELLS FARGO CO NEW9497461013,020$253,1170.08%
110GENERAL DYNAMICS CORPGD737$251,4570.08%
111ISHARES TR46432F396960$246,1920.08%
112WELLTOWER INCWELL1,380$245,8330.08%
113LOCKHEED MARTIN CORPLMT490$244,5560.08%
114PALO ALTO NETWORKS INCPANW1,175$239,2540.08%
115PNC FINL SVCS GROUP INC6934751051,131$227,2760.07%
116ELI LILLY & COLLY296$225,6240.07%
117SCHLUMBERGER LTDSLB6,546$224,9860.07%
118AIR PRODS & CHEMS INCAIIR796$217,0850.07%
119SPOTIFY TECHNOLOGY S ASPOT309$215,6820.07%
120VERIZON COMMUNICATIONS INCVZ4,826$212,0960.07%
121PAYCHEX INCPAYX1,609$203,9570.06%
122DEERE & CODE446$203,8420.06%
123TJX COS INC NEW8725401091,398$202,0790.06%
124UNITEDHEALTH GROUP INCUNH585$201,9870.06%
125HARTFORD INSURANCE GROUP INCHIG-PG1,511$201,5420.06%
126RING ENERGY INCREI100,000$109,0000.03%