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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 Q4 2025 · Filed January 22, 2026 · Accession 0001214659-26-000732

Total Value
$319.7M
Positions
126
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (126)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SPECIALIZED FUNDS921908844162,534$35.7M11.17%
2INVESCO QQQ TRIVZ53,233$32.7M10.23%
3MICROSOFT CORPMSFT37,380$18.1M5.66%
4J P MORGAN EXCHANGE TRADED46641Q332303,646$17.4M5.44%
5APPLE INCAAPL46,842$12.7M3.98%
6WALMART INCWMT101,499$11.3M3.54%
7PACER FDS TR69374H881178,166$10.7M3.35%
8FIDELITY COVINGTON TRUST316092337253,616$7.6M2.38%
9SCHWAB STRATEGIC TR808524797262,479$7.2M2.25%
10ISHARES TR46428767142,296$7.1M2.22%
11EXXON MOBIL CORPXOM50,320$6.1M1.89%
12ABBVIE INCABBV25,350$5.8M1.81%
13FIDELITY COVINGTON TRUST316092840101,361$5.7M1.80%
14JOHNSON & JOHNSONJNJ26,493$5.5M1.72%
15JPMORGAN CHASE & CO.VYLD16,922$5.5M1.71%
16MCDONALDS CORPMCD17,200$5.3M1.64%
17INVESCO EXCHANGE TRADED FDIVZ24,596$4.7M1.47%
18AMERICAN EXPRESS COAXP12,596$4.7M1.46%
19HOME DEPOT INCHD12,576$4.3M1.35%
20SELECT SECTOR SPDR TR81369Y80325,220$3.6M1.14%
21AMAZON COM INCAMZN15,176$3.5M1.10%
22STRYKER CORPORATIONSYK9,786$3.4M1.08%
23COCA COLA COKO47,653$3.3M1.04%
24BLACKROCK INCBLK3,100$3.3M1.04%
25VANGUARD INDEX FDS9229087699,770$3.3M1.02%
26SELECT SECTOR SPDR TR81369Y50670,440$3.1M0.99%
27ALPHABET INCGOOG9,676$3.0M0.95%
28J P MORGAN EXCHANGE TRADED46654Q20349,225$2.9M0.89%
29COTERRA ENERGY INCCTRA104,158$2.7M0.86%
30CAPITAL GROUP CORE EQUITY14020V10865,201$2.6M0.82%
31CHEVRON CORP NEWCVX17,063$2.6M0.81%
32SCHWAB CHARLES CORPSCHW-PJ24,830$2.5M0.78%
33RTX CORPORATIONRTX13,037$2.4M0.75%
34ABBOTT LABSABLZF19,046$2.4M0.75%
35CAPITAL GROUP GROWTH ETF14020G10153,027$2.4M0.74%
36PROCTER AND GAMBLE CO74271810916,367$2.3M0.73%
37COSTCO WHSL CORP NEW22160K1052,614$2.3M0.71%
38VANGUARD INDEX FDS9229083633,593$2.3M0.70%
39BANK AMERICA CORP06050510440,557$2.2M0.70%
40CISCO SYS INCCSCO28,432$2.2M0.69%
41PEPSICO INCPEP13,330$1.9M0.60%
42ISHARES TR46428750728,306$1.9M0.58%
43FIDELITY COVINGTON TRUST31609A20649,033$1.9M0.58%
44AMGEN INCAMGN5,379$1.8M0.55%
45NVIDIA CORPORATIONNVDA9,080$1.7M0.53%
46MCKESSON CORPMCK2,004$1.6M0.51%
47FEDEX CORPFDX5,518$1.6M0.50%
48FIDELITY COVINGTON TRUST31609A50343,621$1.6M0.50%
49ISHARES TR46428780412,386$1.5M0.47%
50CUMMINS INCCMI2,902$1.5M0.46%
51SPDR S&P 500 ETF TRSPY2,002$1.4M0.43%
52CONSTELLATION ENERGY CORPCEG3,720$1.3M0.41%
53CAPITAL GROUP DIVIDEND14020W10627,959$1.2M0.38%
54AUTOMATIC DATA PROCESSINGADP4,591$1.2M0.37%
55ALPHABET INCGOOG3,457$1.1M0.34%
56INTERNATIONAL BUSINESSINTR3,401$1.0M0.32%
57CENCORA INCCOR2,940$993,0070.31%
58VISA INCV2,589$907,8250.28%
59CATERPILLAR INCCAT1,548$886,9310.28%
60GENERAL MLS INC37033410418,355$853,4930.27%
61BROADCOM INCAVGO2,450$848,0630.27%
62STARBUCKS CORPSBUX9,757$821,5980.26%
63LABCORP HOLDINGS INCLH3,180$797,9190.25%
64META PLATFORMS INCMETA1,203$794,2770.25%
65MEDTRONIC PLCMDT8,219$789,5510.25%
66MERCK & CO INCMRK7,226$760,6190.24%
67VANGUARD WORLD FD92204A8764,108$760,0650.24%
68POOL CORPPOOL3,198$731,6230.23%
69APPLIED MATLS INC0382221052,809$721,7980.23%
70ZOETIS INCZTS5,661$712,2740.22%
71SELECT SECTOR SPDR TR81369Y2093,869$598,8470.19%
72DUKE ENERGY CORP NEWDUKB4,823$565,3040.18%
73AFLAC INCAFL4,989$550,1370.17%
74TEXAS INSTRS INC8825081043,151$546,6670.17%
75CARRIER GLOBAL CORPORATIONCARR10,290$543,7360.17%
76CONOCOPHILLIPSCOP5,244$490,8700.15%
77BERKSHIRE HATHAWAY INC DELBRK-A922$463,4430.14%
78VANGUARD WORLD FD92204A702600$452,2680.14%
79DEVON ENERGY CORP NEW25179M10312,340$452,0140.14%
80OTIS WORLDWIDE CORPOTIS5,105$445,9300.14%
81PHILIP MORRIS INTL INC7181721092,762$442,9960.14%
82FREEPORT-MCMORAN INCFCX8,196$416,2620.13%
83EXELON CORPEXC9,490$413,6690.13%
84PARKER-HANNIFIN CORPPH445$391,0900.12%
85INDEPENDENCE RLTY TR INC45378A10621,884$382,5320.12%
86MID-AMER APT CMNTYS INC59522J1032,744$381,2140.12%
87SELECT SECTOR SPDR TR81369Y6056,571$359,8960.11%
88EOG RES INCEOG3,254$341,7520.11%
89METLIFE INCMET-PF4,164$328,6780.10%
90ELI LILLY & COLLY296$318,1460.10%
91AMERICAN ELEC PWR CO INC0255371012,698$311,1540.10%
92CAMDEN PPTY TR1331311022,814$309,7650.10%
93ENTERPRISE PRODS PARTNERS L2937921079,324$298,9170.09%
94VANGUARD WORLD FD92204A6031,000$298,3800.09%
95WELLS FARGO CO NEW9497461013,181$296,4350.09%
96PFIZER INCPFE11,641$289,8580.09%
97CIVITAS RESOURCES INC17888H10310,633$288,0480.09%
98PINNACLE WEST CAP CORPPNW3,174$281,5700.09%
99TREX CO INCTREX8,003$280,7450.09%
100PPL CORPPPLC7,951$278,4440.09%
101SPDR S&P MIDCAP 400 ETF TRMDY460$277,5090.09%
102NORTHROP GRUMMAN CORPNOC466$265,9010.08%
103ONEOK INC NEWOKE3,513$258,2060.08%
104ZACKS TRUST98888G2046,932$256,4150.08%
105WELLTOWER INCWELL1,380$256,1420.08%
106ADVANCED MICRO DEVICES INCAMD1,172$250,9960.08%
107TESLA INCTSLA554$249,1450.08%
108GENERAL DYNAMICS CORPGD738$248,6120.08%
109EMCOR GROUP INCEME404$246,9240.08%
110SOUTHERN COSOMN2,764$241,0550.08%
111PNC FINL SVCS GROUP INC6934751051,152$240,4530.08%
112ISHARES TR46432F396960$240,2980.08%
113PROLOGIS INC.PLDGP1,847$235,7440.07%
114HARTFORD INSURANCE GROUPHIG-PG1,704$234,8260.07%
115MARRIOTT INTL INC NEW571903202755$234,0880.07%
116TJX COS INC NEW8725401091,513$232,4160.07%
117LOCKHEED MARTIN CORPLMT475$229,8970.07%
118SLB LIMITEDSLB5,903$226,5570.07%
119ORACLE CORPORCL-PD1,131$220,3500.07%
120PALO ALTO NETWORKS INCPANW1,185$218,2770.07%
121PRUDENTIAL FINL INCPUKPF1,924$217,1300.07%
122DEERE & CODE452$210,6540.07%
123UNITEDHEALTH GROUP INCUNH626$206,7740.06%
124BANK NEW YORK MELLON CORP0640581001,752$203,3610.06%
125VERIZON COMMUNICATIONS INCVZ4,955$201,8060.06%
126RING ENERGY INCREI100,000$87,0000.03%