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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

Wealth Alliance Advisory Group, LLC

Quarter ended Q1 2025 · Filed April 10, 2025 · Accession 0001667731-25-000394

Total Value
$482.3M
Positions
196
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (196)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720076,487$43.0M8.91%
2VANGUARD INDEX FDS922908744190,205$32.9M6.81%
3FIDELITY MERRIMACK STR TR316188309688,869$31.4M6.52%
4PIMCO ETF TR72201R5851,028,183$27.1M5.62%
5FIDELITY COVINGTON TRUST31609A404797,717$23.7M4.92%
6VANGUARD INDEX FDS92290873657,682$21.4M4.43%
7SPDR INDEX SHS FDS78463X848463,164$13.7M2.84%
8SPDR S&P MIDCAP 400 ETF TRMDY23,934$12.8M2.65%
9J P MORGAN EXCHANGE TRADED F46641Q241258,425$11.9M2.47%
10APPLE INCAAPL47,919$10.6M2.21%
11J P MORGAN EXCHANGE TRADED F46641Q647202,950$10.1M2.10%
12PIMCO ETF TR72201R866196,611$10.1M2.10%
13VANGUARD INDEX FDS92290876936,339$10.0M2.07%
14SPDR SER TR78464A649306,085$7.8M1.62%
15NVIDIA CORPORATIONNVDA68,672$7.4M1.54%
16EXXON MOBIL CORPXOM61,628$7.3M1.52%
17MICROSOFT CORPMSFT17,980$6.7M1.40%
18SPDR SER TR78464A80592,137$6.3M1.30%
19BERKSHIRE HATHAWAY INC DELBRK-A10,575$5.6M1.17%
20SPDR INDEX SHS FDS78463X509142,548$5.6M1.16%
21FIRST TR SML CP CORE ALPHA F33734Y10959,835$5.4M1.12%
22J P MORGAN EXCHANGE TRADED F46641Q65499,855$5.1M1.05%
23AMAZON COM INCAMZN24,685$4.7M0.97%
24WALMART INCWMT48,665$4.3M0.89%
25WILLIAMS COS INC96945710070,009$4.2M0.87%
26FRANKLIN TEMPLETON ETF TRFGDL168,714$4.1M0.85%
27ELI LILLY & COLLY4,650$3.8M0.80%
28ALPHABET INCGOOG23,309$3.6M0.75%
29CHEVRON CORP NEWCVX21,689$3.6M0.75%
30FRANKLIN TEMPLETON ETF TRFGDL145,000$3.4M0.71%
31JPMORGAN CHASE & CO.VYLD13,155$3.2M0.67%
32BANK AMERICA CORP06050510474,985$3.1M0.65%
33SEI INVTS CO78411710337,504$2.9M0.60%
34META PLATFORMS INCMETA5,036$2.9M0.60%
35BROADCOM INCAVGO17,005$2.8M0.59%
36RTX CORPORATIONRTX21,016$2.8M0.58%
37MCDONALDS CORPMCD8,789$2.7M0.57%
38ORACLE CORPORCL-PD19,156$2.7M0.56%
39VISA INCV7,381$2.6M0.54%
40UNITEDHEALTH GROUP INCUNH4,731$2.5M0.51%
41EQUITY BANCSHARES INCEQBK59,301$2.3M0.48%
42HOME DEPOT INCHD6,174$2.3M0.47%
43CISCO SYS INCCSCO34,543$2.1M0.44%
44ABBVIE INCABBV10,114$2.1M0.44%
45CONOCOPHILLIPSCOP19,884$2.1M0.43%
46GE AEROSPACE3696043019,989$2.0M0.41%
47SPDR S&P 500 ETF TRSPY3,529$2.0M0.41%
48UBS GROUP AGUBS63,400$1.9M0.40%
49AMGEN INCAMGN6,003$1.9M0.39%
50PLAINS ALL AMERN PIPELINE L72650310593,222$1.9M0.39%
51COSTCO WHSL CORP NEW22160K1051,964$1.9M0.39%
52PEPSICO INCPEP12,375$1.9M0.38%
53ETFS GOLD TR00326A10462,017$1.8M0.38%
54VANGUARD MUN BD FDS92290774636,782$1.8M0.38%
55AMERICAN RLTY INVS INC029174109165,000$1.8M0.37%
56ONEOK INC NEWOKE17,378$1.7M0.36%
57VERIZON COMMUNICATIONS INCVZ37,861$1.7M0.36%
58CATERPILLAR INCCAT5,042$1.7M0.34%
59JOHNSON & JOHNSONJNJ9,838$1.6M0.34%
60PROCTER AND GAMBLE CO7427181099,530$1.6M0.34%
61BERKSHIRE HATHAWAY INC DELBRK-A2$1.6M0.33%
62ISHARES TR46428722615,012$1.5M0.31%
63STRYKER CORPORATIONSYK3,855$1.4M0.30%
64ALTRIA GROUP INCMO23,823$1.4M0.30%
65MASTERCARD INCORPORATEDMA2,577$1.4M0.29%
66SALESFORCE INCCRM5,254$1.4M0.29%
67GOLDMAN SACHS GROUP INCGSCE2,485$1.4M0.28%
68NEXTERA ENERGY INCNEE-PW17,595$1.2M0.26%
69LINDE PLCLIN2,563$1.2M0.25%
70BUCKLE INCBKE30,900$1.2M0.25%
71PHILLIPS 66PSX9,030$1.1M0.23%
72AT&T INCT-PC37,720$1.1M0.22%
73SELECT SECTOR SPDR TR81369Y86024,273$1.0M0.21%
74BRISTOL-MYERS SQUIBB COCELG-RI16,599$1.0M0.21%
75FORTINET INCFTNT10,250$986,6650.20%
76THERMO FISHER SCIENTIFIC INCTMO1,915$952,9040.20%
77COCA COLA COKO13,067$935,8590.19%
78BP PLCBPPFF25,657$866,9420.18%
79ACCENTURE PLC IRELANDACN2,763$862,2480.18%
80ENERGY TRANSFER L PET-PI46,105$857,0860.18%
81GRAYSCALE BITCOIN TRUST ETFGBTC12,744$830,5260.17%
82NETFLIX INCNFLX885$824,8580.17%
83PFIZER INCPFE31,628$801,4540.17%
84NUVEEN MUNICIPAL CREDIT INCNU65,321$798,8760.17%
85ENBRIDGE INCENNPF17,909$793,5480.16%
86ISHARES TR4642884147,243$763,7020.16%
87US BANCORP DELUSB-PS17,972$758,7780.16%
88EOG RES INCEOG5,797$743,4070.15%
89BOEING COBA-PA3,997$681,7380.14%
90INVESCO MUNICIPAL TRUSTVKQ69,966$675,1720.14%
91FIDELITY COMWLTH TR3159128089,756$664,0110.14%
92ALPHABET INCGOOG4,283$662,3260.14%
93EXCHANGE TRADED CONCEPTS TRU30150566516,833$661,0320.14%
94HESS CORPHESM4,111$656,6500.14%
95DEVON ENERGY CORP NEW25179M10317,186$642,7560.13%
96LOCKHEED MARTIN CORPLMT1,421$634,7750.13%
97SOUTHERN COSOMN6,884$632,9840.13%
98EATON VANCE TAX-MANAGED BUY-ETN47,046$621,4780.13%
99INVESCO EXCHANGE TRADED FD TIVZ3,575$619,2980.13%
100FORD MTR CO34537086058,152$583,2650.12%
101ENTERPRISE PRODS PARTNERS L29379210716,603$566,8370.12%
102PROSHARES TR74347X8647,539$557,1320.12%
103SPDR SER TR78468R78812,557$555,7730.12%
104HONEYWELL INTL INC4385161062,613$553,3030.11%
105CARDINAL HEALTH INCCAH3,915$539,3700.11%
106KIMBERLY-CLARK CORPKMB3,790$539,0140.11%
107BLACKROCK INCBLK563$532,8680.11%
108SCHWAB STRATEGIC TR80852479718,919$528,9750.11%
109ISHARES TR4642871504,293$523,8070.11%
110EXCHANGE TRADED CONCEPTS TRU30150569913,877$522,5700.11%
111TRUIST FINL CORP89832Q10912,624$519,4780.11%
112PROSHARES TR74347X8319,049$518,5310.11%
113INVESCO MUN OPPORTUNITY TRIVZ53,540$508,0950.11%
114UNITED PARCEL SERVICE INCUPS4,533$498,5850.10%
115PAYCHEX INCPAYX3,208$494,9300.10%
116MONDELEZ INTL INC6092071056,837$463,8900.10%
117J P MORGAN EXCHANGE TRADED F46641Q1347,056$449,5770.09%
118PHILIP MORRIS INTL INC7181721092,800$444,4440.09%
119ARES CAPITAL CORPARCC19,852$439,9200.09%
120TEXAS INSTRS INC8825081042,441$438,6480.09%
121MICROSTRATEGY INCSTRK1,472$424,3330.09%
122FASTENAL COFAST5,449$422,5700.09%
123COMMERCE BANCSHARES INCCBSH6,661$414,5140.09%
124SPDR GOLD TRGLD1,401$403,6850.08%
125RANGE RES CORPRRC10,045$401,0970.08%
126EATON VANCE TAX ADVT DIV INCETN17,037$396,4510.08%
127AMPLIFY ETF TR0321085577,200$395,9280.08%
128INVESCO QQQ TRIVZ835$391,6890.08%
129BLACKSTONE INCBX2,800$391,3840.08%
130NUVEEN QUALITY MUNCP INCOMENU33,850$389,9570.08%
131CONSOLIDATED EDISON INCED3,400$376,0060.08%
132INTERNATIONAL BUSINESS MACHSINTR1,422$353,5950.07%
133TESLA INCTSLA1,327$343,9520.07%
134CSX CORPCSX11,520$339,0340.07%
135PALANTIR TECHNOLOGIES INCPLTR3,930$331,6920.07%
136SERVICENOW INCNOW415$330,3980.07%
137WELLS FARGO CO NEW9497461014,556$327,0690.07%
138REGIONS FINANCIAL CORP NEWRF-PF14,636$318,0400.07%
139VALERO ENERGY CORPVLO2,406$317,7600.07%
140QUALCOMM INCQCOM2,056$315,8220.07%
141VANGUARD TAX-MANAGED FDS9219438586,154$312,8080.06%
142HERSHEY COHSY1,824$311,9590.06%
143TARGET CORPTGT2,950$307,8290.06%
144KROGER COKR4,508$305,1470.06%
145PIMCO MUN INCOME FD II72200W10637,400$302,9400.06%
146NOVARTIS AGNVSEF2,700$300,9960.06%
147SHOPIFY INCSHOP3,130$298,8520.06%
148SPROTT PHYSICAL GOLD TRSII12,364$297,4780.06%
149VANGUARD WORLD FD92204A702530$287,4610.06%
150DEERE & CODE607$284,8950.06%
151HUNTINGTON BANCSHARES INCHBANP18,924$284,0490.06%
152CHENIERE ENERGY PARTNERS LPLNG4,300$283,9720.06%
153M & T BK CORP55261F1041,557$278,3140.06%
154GENERAL DYNAMICS CORPGD1,010$275,3060.06%
155APOLLO GLOBAL MGMT INC03769M1062,000$273,8800.06%
156SELECT SECTOR SPDR TR81369Y6055,396$268,7590.06%
157MERCK & CO INCMRK2,992$268,5620.06%
158GILEAD SCIENCES INCGILD2,382$266,9030.06%
159PLAINS GP HLDGS L PPAGP12,350$263,7960.05%
160KINDER MORGAN INC DELEP-PC9,166$261,5060.05%
161PIMCO CORPORATE & INCOME OPPPTY17,847$258,0680.05%
162CONNECTONE BANCORP INCCNOBP10,385$252,4590.05%
163TIDAL TR II88636J65918,846$251,7840.05%
164GARMIN LTDGRMN1,155$250,7850.05%
165FIFTH THIRD BANCORPFITBM6,395$250,6840.05%
166GENERAL MLS INC3703341044,159$248,6670.05%
167VISTRA CORPVST2,090$245,4500.05%
168SELECT SECTOR SPDR TR81369Y5062,598$242,7830.05%
169PUBLIC SVC ENTERPRISE GRP IN7445731062,922$240,4810.05%
170WHEATON PRECIOUS METALS CORPWPM3,025$234,8310.05%
171LYONDELLBASELL INDUSTRIES NLYB3,317$233,5170.05%
172AMERICAN TOWER CORP NEW03027X1001,050$228,4800.05%
173ISHARES SILVER TRSLV7,303$226,3200.05%
174PRICE T ROWE GROUP INCTROW2,458$225,8160.05%
175OTTER TAIL CORPOTTR2,779$223,3480.05%
176AGNICO EAGLE MINES LTDAEM2,059$223,2160.05%
177INTEL CORPINTC9,744$221,2860.05%
178OGE ENERGY CORPOGE4,776$219,5050.05%
179MORGAN STANLEYMS-PQ1,863$217,3560.05%
180CINCINNATI FINL CORP1720621011,469$217,0010.04%
181SUNOCO LP/SUNOCO FIN CORPSUN3,654$212,1510.04%
182HCA HEALTHCARE INCHCA608$210,0940.04%
183FREEPORT-MCMORAN INCFCX5,529$209,3320.04%
184COMCAST CORP NEWCCZ5,657$208,7430.04%
185WISDOMTREE TRWT10,942$207,8980.04%
186INCYTE CORPINCY3,400$205,8700.04%
187DIAMONDBACK ENERGY INCFANG1,287$205,7660.04%
188UNION PAC CORPUNP865$204,3480.04%
189LAM RESEARCH CORPLRCX2,754$200,2160.04%
190INVESCO TR INVT GRADE MUNSIVZ15,737$156,7410.03%
191EATON VANCE MUN BD FDETN12,611$125,7320.03%
192NUVEEN FLOATING RATE INCOME67072T10811,741$99,4460.02%
193PIMCO INCOME STRATEGY FD II72201J10412,000$90,4800.02%
194CAPITOL FED FINL INC14057J10112,942$72,4750.02%
195AMMO INCPOWWP40,498$55,8870.01%
196NORTHERN DYNASTY MINERALS LT66510M20415,000$17,2500.00%