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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 Q2 2025 · Filed July 7, 2025 · Accession 0001667731-25-000738

Total Value
$525.2M
Positions
186
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (186)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720079,148$49.1M9.36%
2VANGUARD INDEX FDS922908744196,462$34.7M6.61%
3FIDELITY MERRIMACK STR TR316188309687,964$31.5M5.99%
4PIMCO ETF TR72201R5851,030,481$27.3M5.21%
5FIDELITY COVINGTON TRUST31609A404817,928$27.2M5.18%
6VANGUARD INDEX FDS92290873660,165$26.4M5.02%
7SPDR INDEX SHS FDS78463X848475,441$15.5M2.96%
8SPDR S&P MIDCAP 400 ETF TRMDY24,825$14.1M2.68%
9J P MORGAN EXCHANGE TRADED F46641Q241257,789$11.9M2.27%
10NVIDIA CORPORATIONNVDA73,276$11.6M2.20%
11VANGUARD INDEX FDS92290876937,742$11.5M2.18%
12APPLE INCAAPL50,015$10.3M1.95%
13PIMCO ETF TR72201R866195,782$10.1M1.91%
14J P MORGAN EXCHANGE TRADED F46641Q647202,077$10.0M1.91%
15MICROSOFT CORPMSFT19,579$9.7M1.85%
16SPDR SERIES TRUST78464A649305,968$7.8M1.49%
17SPDR SERIES TRUST78464A80596,527$7.2M1.38%
18EXXON MOBIL CORPXOM61,343$6.6M1.26%
19SPDR INDEX SHS FDS78463X509145,432$6.2M1.18%
20FIRST TR EXCHANGE-TRADED ALP33734Y10962,227$6.1M1.15%
21AMAZON COM INCAMZN27,197$6.0M1.14%
22BROADCOM INCAVGO19,956$5.5M1.05%
23J P MORGAN EXCHANGE TRADED F46641Q65499,213$5.1M0.96%
24BERKSHIRE HATHAWAY INC DELBRK-A10,266$5.0M0.95%
25WALMART INCWMT49,723$4.9M0.93%
26ORACLE CORPORCL-PD20,902$4.6M0.87%
27WILLIAMS COS INC96945710069,009$4.3M0.83%
28FRANKLIN TEMPLETON ETF TRFGDL172,559$4.2M0.80%
29META PLATFORMS INCMETA5,600$4.1M0.79%
30ALPHABET INCGOOG23,241$4.1M0.78%
31JPMORGAN CHASE & CO.VYLD13,330$3.9M0.74%
32ELI LILLY & COLLY4,861$3.8M0.72%
33BANK AMERICA CORP06050510471,456$3.4M0.64%
34SEI INVTS CO78411710337,504$3.4M0.64%
35CHEVRON CORP NEWCVX23,454$3.4M0.64%
36FRANKLIN TEMPLETON ETF TRFGDL145,000$3.3M0.64%
37MCDONALDS CORPMCD11,439$3.3M0.64%
38CISCO SYS INCCSCO45,666$3.2M0.60%
39RTX CORPORATIONRTX21,391$3.1M0.59%
40GE AEROSPACE36960430110,437$2.7M0.51%
41HOME DEPOT INCHD7,095$2.6M0.50%
42ABBVIE INCABBV13,161$2.4M0.47%
43VISA INCV6,795$2.4M0.46%
44CATERPILLAR INCCAT6,084$2.4M0.45%
45AMERICAN RLTY INVS INC029174109166,770$2.4M0.45%
46CONOCOPHILLIPSCOP25,856$2.3M0.44%
47EQUITY BANCSHARES INCEQBK56,601$2.3M0.44%
48SALESFORCE INCCRM8,415$2.3M0.44%
49JOHNSON & JOHNSONJNJ14,936$2.3M0.43%
50SPDR S&P 500 ETF TRSPY3,654$2.3M0.43%
51UBS GROUP AGUBS63,400$2.1M0.41%
52COSTCO WHSL CORP NEW22160K1052,063$2.0M0.39%
53ETFS GOLD TR00326A10462,017$2.0M0.37%
54PLAINS ALL AMERN PIPELINE L726503105103,661$1.9M0.36%
55GOLDMAN SACHS GROUP INCGSCE2,664$1.9M0.36%
56VERIZON COMMUNICATIONS INCVZ39,845$1.7M0.33%
57AMGEN INCAMGN6,163$1.7M0.33%
58PEPSICO INCPEP12,657$1.7M0.32%
59VANGUARD MUN BD FDS92290774631,782$1.6M0.30%
60UNITEDHEALTH GROUP INCUNH4,970$1.6M0.30%
61ONEOK INC NEWOKE18,774$1.5M0.29%
62STRYKER CORPORATIONSYK3,855$1.5M0.29%
63PROCTER AND GAMBLE CO7427181099,512$1.5M0.29%
64MASTERCARD INCORPORATEDMA2,693$1.5M0.29%
65ISHARES TR46428722614,829$1.5M0.28%
66BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.28%
67BUCKLE INCBKE30,900$1.4M0.27%
68ALTRIA GROUP INCMO23,188$1.4M0.26%
69NEXTERA ENERGY INCNEE-PW18,405$1.3M0.24%
70LINDE PLCLIN2,622$1.2M0.23%
71NETFLIX INCNFLX885$1.2M0.23%
72ENERGY TRANSFER L PET-PI61,628$1.1M0.21%
73SELECT SECTOR SPDR TR81369Y86026,459$1.1M0.21%
74FORTINET INCFTNT10,250$1.1M0.21%
75GRAYSCALE BITCOIN TRUST ETFGBTC12,744$1.1M0.21%
76PHILLIPS 66PSX8,940$1.1M0.20%
77AT&T INCT-PC36,786$1.1M0.20%
78COCA COLA COKO14,242$1.0M0.19%
79ISHARES TR4642884147,823$817,3470.16%
80ENBRIDGE INCENNPF17,909$811,6360.15%
81BRISTOL-MYERS SQUIBB COCELG-RI17,239$797,9930.15%
82NUVEEN MUNICIPAL CREDIT INCNU66,321$790,5460.15%
83FIDELITY COMWLTH TR3159128089,756$781,4190.15%
84BP PLCBPPFF25,657$767,9070.15%
85LOCKHEED MARTIN CORPLMT1,624$752,1390.14%
86INVESCO QQQ TRIVZ1,344$741,5700.14%
87MERCK & CO INCMRK9,342$739,5130.14%
88HESS CORPHESM5,211$721,9320.14%
89BOEING COBA-PA3,397$711,8340.14%
90ALPHABET INCGOOG4,004$705,6350.13%
91TEXAS INSTRS INC8825081043,357$696,9800.13%
92INVESCO MUNICIPAL TRUSTVKQ72,716$665,3510.13%
93CARDINAL HEALTH INCCAH3,915$657,7200.13%
94EXCHANGE TRADED CONCEPTS TRU30150566516,833$647,0610.12%
95EATON VANCE TAX-MANAGED BUY-ETN46,649$647,0220.12%
96INVESCO EXCHANGE TRADED FD TIVZ3,549$644,9360.12%
97FORD MTR CO34537086058,460$634,2910.12%
98SOUTHERN COSOMN6,884$632,1580.12%
99UNITED PARCEL SERVICE INCUPS6,204$626,2320.12%
100EOG RES INCEOG5,231$625,6800.12%
101MICROSTRATEGY INCSTRK1,450$586,1340.11%
102ISHARES TR4642871504,293$579,7470.11%
103ENTERPRISE PRODS PARTNERS L29379210717,883$554,5450.11%
104DEVON ENERGY CORP NEW25179M10317,386$553,0490.11%
105TRUIST FINL CORP89832Q10912,624$542,7060.10%
106PALANTIR TECHNOLOGIES INCPLTR3,895$530,9660.10%
107PROSHARES TR74347X8316,278$521,0530.10%
108INVESCO MUN OPPORTUNITY TRIVZ56,290$516,7420.10%
109TARGET CORPTGT5,191$512,0610.10%
110PHILIP MORRIS INTL INC7181721092,800$509,9640.10%
111EXCHANGE TRADED CONCEPTS TRU30150569913,877$506,9310.10%
112TESLA INCTSLA1,572$499,2080.10%
113J P MORGAN EXCHANGE TRADED F46641Q1346,981$494,0580.09%
114HONEYWELL INTL INC4385161062,102$489,5140.09%
115PROSHARES TR74347X8645,287$483,4430.09%
116SPDR GOLD TRGLD1,581$481,9370.09%
117SPDR SERIES TRUST78468R78810,972$465,6520.09%
118THERMO FISHER SCIENTIFIC INCTMO1,122$454,9260.09%
119ARES CAPITAL CORPARCC19,852$435,9500.08%
120AMPLIFY ETF TR0321085577,200$418,5360.08%
121MONDELEZ INTL INC6092071056,185$417,1160.08%
122COMMERCE BANCSHARES INCCBSH6,661$414,1140.08%
123BLACKSTONE INCBX2,762$413,1400.08%
124EATON VANCE TAX ADVT DIV INCETN17,037$410,5920.08%
125RANGE RES CORPRRC10,046$408,5710.08%
126VISTRA CORPVST2,090$405,0630.08%
127PFIZER INCPFE16,248$393,8520.07%
128STERLING INFRASTRUCTURE INCSTRL1,680$387,6260.07%
129INTERNATIONAL BUSINESS MACHSINTR1,307$385,2770.07%
130APA CORPORATIONAPA20,575$376,3170.07%
131CSX CORPCSX11,520$375,8980.07%
132GENERAL MLS INC3703341047,239$375,0530.07%
133NUVEEN QUALITY MUNCP INCOMENU32,550$367,4940.07%
134WELLS FARGO CO NEW9497461014,556$365,0200.07%
135SHOPIFY INCSHOP3,160$364,5060.07%
136KIMBERLY-CLARK CORPKMB2,805$361,6210.07%
137VANGUARD WORLD FD92204A702530$351,5380.07%
138VANGUARD TAX-MANAGED FDS9219438586,095$347,4960.07%
139REGIONS FINANCIAL CORP NEWRF-PF14,636$344,2390.07%
140CONSOLIDATED EDISON INCED3,400$341,1900.06%
141SPROTT PHYSICAL GOLD TRSII13,289$336,8760.06%
142QUALCOMM INCQCOM2,056$327,4390.06%
143NOVARTIS AGNVSEF2,700$326,7270.06%
144VALERO ENERGY CORPVLO2,349$315,7530.06%
145DEERE & CODE607$308,6530.06%
146KROGER COKR4,274$306,5450.06%
147PAYCHEX INCPAYX2,036$296,1570.06%
148GENERAL DYNAMICS CORPGD1,010$294,5770.06%
149US BANCORP DELUSB-PS6,372$288,3330.05%
150DIAMONDBACK ENERGY INCFANG2,088$286,8910.05%
151ARK ETF TR00214Q1044,081$286,8530.05%
152INTEL CORPINTC12,744$285,4660.05%
153APOLLO GLOBAL MGMT INC03769M1062,000$283,7400.05%
154SELECT SECTOR SPDR TR81369Y6055,396$282,5720.05%
155PIMCO MUN INCOME FD II72200W10637,400$278,6300.05%
156FASTENAL COFAST6,514$273,5880.05%
157WHEATON PRECIOUS METALS CORPWPM3,025$271,6450.05%
158KINDER MORGAN INC DELEP-PC9,166$269,4800.05%
159LAM RESEARCH CORPLRCX2,754$268,0740.05%
160GE VERNOVA INCGEV500$264,5750.05%
161GILEAD SCIENCES INCGILD2,382$264,0920.05%
162FREEPORT-MCMORAN INCFCX6,033$261,5310.05%
163SCHLUMBERGER LTDSLB7,515$254,0070.05%
164PLAINS GP HLDGS L PPAGP12,850$249,6760.05%
165PIMCO CORPORATE & INCOME OPPPTY17,847$248,2520.05%
166PUBLIC SVC ENTERPRISE GRP IN7445731062,922$245,9740.05%
167AGNICO EAGLE MINES LTDAEM2,059$244,8770.05%
168ISHARES SILVER TRSLV7,403$242,8920.05%
169GARMIN LTDGRMN1,155$241,0720.05%
170CHENIERE ENERGY PARTNERS LPLNG4,300$241,0150.05%
171CONNECTONE BANCORP INCCNOBP10,385$240,5170.05%
172HCA HEALTHCARE INCHCA608$232,9250.04%
173PALO ALTO NETWORKS INCPANW1,115$228,1740.04%
174MICRON TECHNOLOGY INCMU1,849$227,8890.04%
175SCHWAB STRATEGIC TR8085247978,364$221,6460.04%
176HERSHEY COHSY1,316$218,3900.04%
177OTTER TAIL CORPOTTR2,779$214,2330.04%
178EVERGY INCEVRG3,085$212,6490.04%
179OGE ENERGY CORPOGE4,776$211,9590.04%
180SPROTT ETF TRUSTSII4,425$200,1870.04%
181INVESCO TR INVT GRADE MUNSIVZ15,737$149,3440.03%
182EATON VANCE MUN BD FDETN12,611$121,9480.02%
183NUVEEN FLOATING RATE INCOME67072T10811,741$99,4460.02%
184PIMCO INCOME STRATEGY FD II72201J10412,000$88,6800.02%
185CAPITOL FED FINL INC14057J10112,392$75,5910.01%
186NORTHERN DYNASTY MINERALS LT66510M20415,000$20,1000.00%