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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

SMI Advisory Services, LLC

Quarter ended Q1 2025 · Filed April 10, 2025 · Accession 0001609008-25-000003

Total Value
$442.2M
Positions
55
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (55)

#IssuerTicker / CUSIPSharesValue% of Filing
1ETF OPPORTUNITIES TRUST26923N3976,558,803$147.1M33.26%
2ETF OPPORTUNITIES TRUST26923N5122,577,605$59.1M13.36%
3INVESCO EXCH TRD SLF IDX FDIVZ2,237,781$46.3M10.46%
4SPDR GOLD TRGLD130,915$35.8M8.10%
5VANGUARD BD INDEX FDS921937819290,445$22.1M5.01%
6USCF ETF TR90290T809850,893$16.7M3.78%
7ISHARES TR46428720031,201$15.8M3.57%
8ISHARES TR46428759885,816$14.5M3.28%
9CAMBRIA ETF TR132061409628,376$14.0M3.17%
10ETF OPPORTUNITIES TRUST26923N397456,539$10.2M2.31%
11VANGUARD INDEX FDS92290865264,981$10.0M2.26%
12SCHWAB STRATEGIC TR808524862336,483$8.2M1.85%
13SPROTT PHYSICAL GOLD TRSII283,441$6.5M1.46%
14SPINNAKER ETF SERIES84858T772197,618$5.9M1.32%
15ETF OPPORTUNITIES TRUST26923N512210,586$4.8M1.09%
16INVESCO EXCH TRD SLF IDX FDIVZ120,879$2.5M0.57%
17SPDR GOLD TRGLD8,056$2.2M0.50%
18SPDR S&P 500 ETF TRSPY4,243$2.1M0.48%
19ISHARES TR4642875988,476$1.4M0.32%
20SPROTT PHYSICAL GOLD TRSII61,844$1.4M0.32%
21HUBBELL INCHUBB4,196$1.3M0.30%
22INVESCO EXCH TRADED FD TR IIIVZ7,294$1.3M0.29%
23CAMBRIA ETF TR13206140948,175$1.1M0.24%
24USCF ETF TR90290T80954,411$1.1M0.24%
25VANGUARD BD INDEX FDS92193781913,965$1.1M0.24%
26INNOVATOR ETFS TRUSTINHD26,563$652,5920.15%
27VANGUARD INDEX FDS9229086372,796$647,6750.15%
28SPINNAKER ETF SERIES84858T77218,184$538,7920.12%
29VANGUARD BD INDEX FDS9219378357,327$534,3590.12%
30WISDOMTREE TRWT11,298$485,8140.11%
31SCHWAB STRATEGIC TR80852472219,631$476,6490.11%
32VANGUARD INDEX FDS9229086523,076$474,1350.11%
33ISHARES TR4642874996,132$468,1170.11%
34SPDR INDEX SHS FDS78463X84817,410$462,9320.10%
35VANGUARD INTL EQUITY INDEX F9220427758,291$452,5020.10%
36NVIDIA CORPORATIONNVDA4,400$429,6160.10%
37SPDR SER TR78468R10113,974$408,3210.09%
38INVESCO EXCH TRD SLF IDX FDIVZ19,377$376,6890.09%
39SPDR SER TR78464A8478,089$371,3750.08%
40VANGUARD SCOTTSDALE FDS92206C8704,330$348,9600.08%
41SPDR SER TR78464A8545,566$330,2310.07%
42SCHWAB STRATEGIC TR80852486213,311$323,8570.07%
43INVESCO EXCH TRD SLF IDX FDIVZ14,296$279,0580.06%
44FIDELITY WISE ORIGIN BITCOINFBTC3,878$264,2470.06%
45SPDR SER TR78464A8053,445$211,4890.05%
46GOLDMAN SACHS ETF TRNVGLF2,683$185,9860.04%
47INNOVATOR ETFS TRUSTINHD5,827$181,4530.04%
48INNOVATOR ETFS TRUSTINHD5,123$169,0590.04%
49DNP SELECT INCOME FD INC23325P10415,924$142,9990.03%
50INVESCO EXCH TRD SLF IDX FDIVZ6,526$132,0210.03%
51INVESCO EXCH TRD SLF IDX FDIVZ5,649$103,6600.02%
52INNOVATOR ETFS TRUSTINHD3,443$98,2980.02%
53SPDR SER TR78464A6492,975$75,4460.02%
54OLO INC68134L10910,561$62,2050.01%
55CO-DIAGNOSTICS INCCODX28,000$8,9580.00%