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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

Financial Services Advisory Inc

Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0001705819-25-000019

Total Value
$426.2M
Positions
83
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (83)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY98,635$57.8M13.56%
2ISHARES TR46428710191,272$26.4M6.19%
3VANGUARD INDEX FDS92290836347,466$25.6M6.00%
4SCHWAB STRATEGIC TR8085241021,020,567$23.2M5.44%
5J P MORGAN EXCHANGE TRADED F46641Q332384,902$22.1M5.20%
6CAPITAL GROUP DIVIDEND VALUE14020W106573,941$20.2M4.75%
7J P MORGAN EXCHANGE TRADED F46641Q761339,037$19.4M4.56%
8SPDR SER TR78464A409203,360$17.9M4.19%
9VANGUARD WORLD FD92191087382,282$17.5M4.11%
10FIRST TR EXCHNG TRADED FD VI33740U208327,134$16.0M3.76%
11ISHARES TR46428762248,791$15.7M3.69%
12ISHARES TR464288513152,449$12.0M2.81%
13INVESCO EXCHANGE TRADED FD TIVZ65,456$11.5M2.69%
14SPDR SER TR78468R622101,110$9.7M2.26%
15VICTORY PORTFOLIOS II92647N527172,985$8.0M1.87%
16ISHARES TR46428825763,983$7.5M1.76%
17VANGUARD WORLD FD92204A60328,961$7.4M1.73%
18INNOVATOR ETFS TRUSTINHD134,494$5.5M1.30%
19SPDR S&P 500 ETF TRSPY9,389$5.5M1.29%
20VANGUARD INDEX FDS92290873612,319$5.1M1.19%
21INVESCO EXCHANGE TRADED FD TIVZ100,643$5.0M1.18%
22ISHARES TR46428710115,378$4.4M1.04%
23ISHARES TR46428768912,383$4.1M0.97%
24FIRST TR EXCHANGE-TRADED FD33733E10446,829$4.1M0.96%
25ISHARES TR46432F33921,461$3.8M0.90%
26VANECK ETF TRUST92189F64338,214$3.5M0.83%
27SELECT SECTOR SPDR TR81369Y85235,617$3.4M0.81%
28ISHARES TR46428762210,402$3.4M0.79%
29VANGUARD WORLD FD92191087315,605$3.3M0.78%
30J P MORGAN EXCHANGE TRADED F46641Q76157,779$3.3M0.78%
31VANGUARD INDEX FDS9229083635,281$2.8M0.67%
32ISHARES TR46428857025,764$2.8M0.67%
33ISHARES TR4642872004,731$2.8M0.65%
34ISHARES TR46428880222,679$2.8M0.65%
35SCHWAB STRATEGIC TR80852430097,090$2.7M0.63%
36FIDELITY COVINGTON TRUST31609284048,753$2.4M0.57%
37ISHARES TR46428765510,553$2.3M0.55%
38SPDR SER TR78468R53134,387$1.9M0.46%
39AMERICAN AIRLS GROUP INC02376R102110,905$1.9M0.45%
40SCHWAB STRATEGIC TR80852410277,427$1.8M0.41%
41PACER FDS TR69374H30322,890$1.7M0.40%
42J P MORGAN EXCHANGE TRADED F46641Q33228,993$1.7M0.39%
43SELECT SECTOR SPDR TR81369Y70412,108$1.6M0.37%
44ISHARES TR46428825713,462$1.6M0.37%
45VANGUARD WORLD FD92204A6036,089$1.5M0.36%
46SCHWAB STRATEGIC TR80852430049,949$1.4M0.33%
47ISHARES TR46428746518,255$1.4M0.32%
48VANECK ETF TRUST92189F43745,868$1.3M0.31%
49FIDELITY COVINGTON TRUST31609284025,255$1.3M0.30%
50SPDR SER TR78464A40912,639$1.1M0.26%
51ISHARES TR46428851312,538$986,1140.23%
52UNITED STS 12 MONTH NAT GASUNTCW110,852$905,6610.21%
53VANGUARD INDEX FDS9229085539,976$888,6620.21%
54ISHARES TR46428723420,920$874,8740.21%
55INVESCO EXCHANGE TRADED FD TIVZ4,944$866,3370.20%
56FIRST TR EXCHANGE-TRADED FD33738R50614,439$853,9220.20%
57FIRST TR EXCHANGE-TRADED FD33733E3023,496$850,1220.20%
58ISHARES TR4642872268,642$837,4100.20%
59INVESCO EXCHANGE TRADED FD TIVZ15,651$816,9820.19%
60INVESCO EXCHANGE TRADED FD TIVZ16,203$813,3910.19%
61VANECK ETF TRUST92189F6843,596$806,2590.19%
62PROSHARES TR74347R1078,041$743,8730.17%
63SPDR SER TR78468R6226,287$600,2200.14%
64SPDR GOLD TRGLD2,264$548,1820.13%
65CAPITAL GROUP DIVIDEND VALUE14020W10613,956$492,0890.12%
66VANGUARD INDEX FDS9229087361,095$449,4320.11%
67WISDOMTREE TRWT7,895$397,2760.09%
68FIRST TR EXCHNG TRADED FD VI33740U2088,101$396,6860.09%
69INVESCO EXCHANGE TRADED FD TIVZ5,891$394,8740.09%
70VANGUARD TAX-MANAGED FDS9219438585,519$263,9190.06%
71VANGUARD WORLD FD9219107332,471$259,1830.06%
72VANECK ETF TRUST92189F4377,796$223,5110.05%
73SPDR SER TR78464A6072,080$205,6290.05%
74INNOVATOR ETFS TRUSTINHD1,963$80,8170.02%
75FIRST TR EXCHANGE-TRADED FD33733E302248$60,3060.01%
76INVESCO EXCHANGE TRADED FD TIVZ1,112$58,0460.01%
77VANECK ETF TRUST92189F684255$57,1740.01%
78ISHARES TR46432F339316$56,2730.01%
79INVESCO EXCHANGE TRADED FD TIVZ1,091$54,7680.01%
80VANECK ETF TRUST92189F643564$52,2970.01%
81VICTORY PORTFOLIOS II92647N527682$31,3450.01%
82INVESCO EXCHANGE TRADED FD TIVZ553$27,6280.01%
83FIRST TR EXCHANGE-TRADED FD33733E104198$17,3880.00%