Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q2 2025 · Filed July 18, 2025 · Accession 0001609008-25-000004

Total Value
$517.5M
Positions
69
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (69)

#IssuerTicker / CUSIPSharesValue% of Filing
1ETF OPPORTUNITIES TRUST26923N3976,555,443$169.0M32.66%
2ETF OPPORTUNITIES TRUST26923N5122,556,725$66.3M12.81%
3SPDR GOLD TRGLD125,038$38.5M7.45%
4INVESCO EXCH TRD SLF IDX FDIVZ1,108,382$23.0M4.44%
5VANGUARD BD INDEX FDS921937819295,067$22.5M4.35%
6ISHARES TR46428720031,845$20.0M3.86%
7FIRST TR EXCHANGE-TRADED FD33735T1091,108,601$17.2M3.32%
8CAMBRIA ETF TR132061409625,046$17.1M3.31%
9USCF ETF TR90290T809765,270$16.8M3.24%
10ETF OPPORTUNITIES TRUST26923N397634,872$16.4M3.16%
11VANGUARD INDEX FDS92290865261,222$12.0M2.32%
12VANECK ETF TRUST92189F60179,419$9.1M1.76%
13SPINNAKER ETF SERIES84858T772206,168$8.8M1.70%
14GLOBAL X FDS37960A529142,554$8.7M1.68%
15SPDR SERIES TRUST78464A63139,476$8.6M1.66%
16SCHWAB STRATEGIC TR808524862332,595$8.1M1.56%
17ETF OPPORTUNITIES TRUST26923N512286,916$7.4M1.44%
18SPROTT PHYSICAL GOLD TRSII271,029$6.9M1.34%
19SPDR GOLD TRGLD9,406$2.9M0.56%
20FIRST TR EXCHANGE-TRADED FD33735T109139,030$2.2M0.42%
21SPDR S&P 500 ETF TRSPY3,393$2.1M0.41%
22SPROTT PHYSICAL GOLD TRSII70,872$1.8M0.35%
23CAMBRIA ETF TR13206140965,385$1.8M0.35%
24HUBBELL INCHUBB4,196$1.8M0.34%
25ISHARES TR4642872002,793$1.8M0.34%
26USCF ETF TR90290T80979,794$1.7M0.34%
27INVESCO EXCH TRD SLF IDX FDIVZ80,770$1.7M0.32%
28VANGUARD BD INDEX FDS92193781919,709$1.5M0.29%
29SPDR SERIES TRUST78464A6315,904$1.3M0.25%
30SPINNAKER ETF SERIES84858T77228,038$1.2M0.23%
31VANGUARD INDEX FDS9229083631,878$1.1M0.21%
32GLOBAL X FDS37960A52917,304$1.1M0.20%
33VANGUARD INDEX FDS9229086524,975$976,5430.19%
34INVESCO EXCH TRADED FD TR IIIVZ3,729$855,5080.17%
35ELI LILLY & COLLY1,083$855,1840.17%
36VANECK ETF TRUST92189F6017,233$827,5640.16%
37VANGUARD INDEX FDS9229086372,784$802,1380.15%
38NVIDIA CORPORATIONNVDA4,400$754,0280.15%
39INNOVATOR ETFS TRUSTINHD26,563$701,6250.14%
40ISHARES TR4642876221,957$671,3480.13%
41SCHWAB STRATEGIC TR80852486225,427$617,1140.12%
42SPDR S&P 500 ETF TRSPY973$607,3670.12%
43ISHARES TR4642876141,403$605,2270.12%
44EXXON MOBIL CORPXOM5,334$598,6200.12%
45SCHWAB STRATEGIC TR80852472219,633$591,5530.11%
46VANGUARD INTL EQUITY INDEX F9220427758,174$548,4040.11%
47ISHARES TR4642874995,891$546,2730.11%
48SPDR INDEX SHS FDS78463X84816,628$541,4080.10%
49WISDOMTREE TRWT12,081$521,4160.10%
50VANGUARD BD INDEX FDS9219378356,509$473,2700.09%
51SPDR SERIES TRUST78464A8478,070$444,3560.09%
52INVESCO EXCH TRADED FD TR IIIVZ1,690$387,7200.07%
53SPDR SERIES TRUST78464A8545,089$373,6860.07%
54HOWMET AEROSPACE INCHWM1,925$354,7780.07%
55INVESCO EXCH TRD SLF IDX FDIVZ18,018$352,0720.07%
56SPDR SERIES TRUST78468R10111,627$339,1600.07%
57ISHARES TR46434VBD112,762$320,7100.06%
58INVESCO EXCH TRD SLF IDX FDIVZ15,824$311,1790.06%
59FIDELITY WISE ORIGIN BITCOINFBTC2,570$267,6400.05%
60VANGUARD INDEX FDS922908736595$265,0250.05%
61SPDR SERIES TRUST78464A8053,445$260,7530.05%
62VANGUARD SPECIALIZED FUNDS9219088441,229$252,4620.05%
63BROADCOM INCAVGO884$248,2370.05%
64VANGUARD INDEX FDS9229087441,398$247,4050.05%
65GOLDMAN SACHS ETF TRNVGLF2,683$231,9460.04%
66INVESCO EXCH TRADED FD TR IIIVZ1,960$207,1920.04%
67INNOVATOR ETFS TRUSTINHD5,827$200,7990.04%
68DNP SELECT INCOME FD INC23325P10416,357$158,6670.03%
69CO-DIAGNOSTICS INCCODX28,000$7,3420.00%