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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 2023 · Filed January 17, 2023 · Accession 0001735734-23-000001

Total Value
$261.5M
Positions
173
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (173)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720082,435$31.7M12.11%
2VANGUARD INDEX FDS922908744151,664$21.3M8.14%
3VANGUARD INDEX FDS92290873677,307$16.5M6.30%
4SPDR S&P MIDCAP 400 ETF TRMDY36,428$16.1M6.17%
5VANGUARD INDEX FDS92290876963,079$12.1M4.61%
6EXXON MOBIL CORPXOM82,440$9.1M3.48%
7FIRST TR SML CP CORE ALPHA F33734Y109108,612$8.5M3.26%
8J P MORGAN EXCHANGE TRADED F46641Q647159,332$7.9M3.03%
9PIMCO ETF TR72201R866153,940$7.9M3.02%
10SPDR INDEX SHS FDS78463X509182,718$6.0M2.30%
11APPLE INCAAPL46,149$6.0M2.29%
12MICROSOFT CORPMSFT17,358$4.2M1.59%
13J P MORGAN EXCHANGE TRADED F46641Q65476,757$3.9M1.48%
14CONOCOPHILLIPSCOP32,559$3.8M1.47%
15CHEVRON CORP NEWCVX20,589$3.7M1.41%
16FRANKLIN TEMPLETON ETF TRFGDL145,000$3.4M1.29%
17JOHNSON & JOHNSONJNJ18,370$3.2M1.24%
18BANK AMERICA CORP06050510492,434$3.1M1.17%
19MCDONALDS CORPMCD10,814$2.8M1.09%
20PEPSICO INCPEP15,288$2.8M1.06%
21WILLIAMS COS INC96945710074,580$2.5M0.94%
22PROCTER AND GAMBLE CO74271810915,936$2.4M0.92%
23EQUITY BANCSHARES INCEQBK71,109$2.3M0.89%
24SEI INVTS CO78411710337,504$2.2M0.84%
25BERKSHIRE HATHAWAY INC DELBRK-A6,579$2.0M0.78%
26JPMORGAN CHASE & COVYLD13,219$1.8M0.68%
27NVIDIA CORPORATIONNVDA12,053$1.8M0.67%
28WALMART INCWMT12,378$1.8M0.67%
29RAYTHEON TECHNOLOGIES CORPRTX16,890$1.7M0.65%
30PHILLIPS 66PSX15,552$1.6M0.62%
31AMAZON COM INCAMZN18,927$1.6M0.61%
32VERIZON COMMUNICATIONS INCVZ40,261$1.6M0.61%
33ABBVIE INCABBV9,780$1.6M0.60%
34VISA INCV7,559$1.6M0.60%
35AMGEN INCAMGN5,592$1.5M0.56%
36PFIZER INCPFE27,853$1.4M0.55%
37UNITEDHEALTH GROUP INCUNH2,393$1.3M0.49%
38ALPHABET INCGOOG14,249$1.3M0.48%
39UBS GROUP AGUBS63,743$1.2M0.46%
40HONEYWELL INTL INC4385161065,422$1.2M0.44%
41DEVON ENERGY CORP NEW25179M10318,077$1.1M0.43%
42ABRDN GOLD ETF TRUST00326A10461,500$1.1M0.41%
43SPDR S&P 500 ETF TRSPY2,703$1.0M0.40%
44MASTERCARD INCORPORATEDMA2,928$1.0M0.39%
45PLAINS ALL AMERN PIPELINE L72650310584,840$997,7180.38%
46CISCO SYS INCCSCO20,707$986,4990.38%
47STRYKER CORPORATIONSYK4,025$984,0720.38%
48AT&T INCT-PC52,835$972,7010.37%
49BP PLCBPPFF26,888$939,1840.36%
50BERKSHIRE HATHAWAY INC DELBRK-A2$937,4220.36%
51ALTRIA GROUP INCMO18,583$849,4290.32%
52EOG RES INCEOG6,467$837,6060.32%
53CAPITOL FED FINL INC14057J10195,880$829,3620.32%
54HOME DEPOT INCHD2,611$824,8060.32%
55SELECT SECTOR SPDR TR81369Y5069,418$823,7510.32%
56ORACLE CORPORCL-PD9,631$787,2380.30%
57UNION PAC CORPUNP3,761$778,8380.30%
58GOLDMAN SACHS GROUP INCGSCE2,250$772,6050.30%
59AMERICAN TOWER CORP NEW03027X1003,558$753,7210.29%
60BOEING COBA-PA3,765$717,2500.27%
61LINDE PLCLIN2,065$673,4860.26%
62INVESCO MUNICIPAL TRUSTVKQ67,606$669,2990.26%
63NUVEEN MUNICIPAL CREDIT INCNU54,174$654,4220.25%
64LILLY ELI & COLLY1,778$650,4640.25%
65THERMO FISHER SCIENTIFIC INCTMO1,158$637,6990.24%
66NEXTERA ENERGY INCNEE-PW7,539$630,2930.24%
67GOLDMAN SACHS ETF TRNVGLF12,508$619,8380.24%
68CONNECTONE BANCORP INCCNOBP25,500$617,3550.24%
69TRUIST FINL CORP89832Q10913,837$595,4060.23%
70CONSOLIDATED EDISON INCED6,189$589,8740.23%
71EATON VANCE TAX-MANAGED BUY-ETN47,502$583,3250.22%
72MONDELEZ INTL INC6092071058,700$579,8550.22%
73ENBRIDGE INCENNPF14,559$569,2570.22%
74MERCK & CO INCMRK5,082$563,8480.22%
75INTERNATIONAL BUSINESS MACHSINTR3,750$528,3380.20%
76WALGREENS BOOTS ALLIANCE INC93142710814,135$528,0840.20%
77FORTINET INCFTNT10,550$515,7900.20%
78INTEL CORPINTC19,364$511,7910.20%
79BRISTOL-MYERS SQUIBB COCELG-RI7,097$510,6290.20%
80ALPHABET INCGOOG5,740$506,4400.19%
81ONEOK INC NEWOKE7,681$504,6570.19%
82SOUTHERN COSOMN6,911$493,5150.19%
83UNITED PARCEL SERVICE INCUPS2,752$478,4390.18%
84COCA COLA COKO7,443$473,4490.18%
85KRAFT HEINZ COKHC10,899$443,6980.17%
86FORD MTR CO DEL34537086037,044$430,8220.16%
87BUCKLE INCBKE9,400$426,2900.16%
88TARGET CORPTGT2,768$412,4950.16%
89KIMBERLY-CLARK CORPKMB3,031$411,4580.16%
90COMMERCE BANCSHARES INCCBSH6,042$411,2790.16%
91EATON VANCE TAX ADVT DIV INCETN17,037$388,4440.15%
92CLOROX CO DELCLX2,754$386,4690.15%
93PIMCO MUN INCOME FD III72201A10343,718$380,7840.15%
94OCCIDENTAL PETE CORP6745991055,853$368,6800.14%
95PHILIP MORRIS INTL INC7181721093,556$359,9030.14%
96GENERAL MLS INC3703341044,288$359,5490.14%
97CSX CORPCSX11,520$356,8900.14%
98ETF MANAGERS TR26924G8887,200$355,5360.14%
99INCYTE CORPINCY4,320$346,9820.13%
100DEERE & CODE807$346,0090.13%
101FREEPORT-MCMORAN INCFCX9,072$344,7360.13%
102LOCKHEED MARTIN CORPLMT708$344,4350.13%
103ISHARES TR4642884143,243$342,2010.13%
104META PLATFORMS INCMETA2,809$338,0350.13%
105EQT CORPEQT9,927$335,8390.13%
106ARES CAPITAL CORPARCC17,900$330,6130.13%
107SPDR SER TR78468R7888,344$330,2560.13%
108VANGUARD MUN BD FDS9229077466,464$319,8880.12%
109ENTERPRISE PRODS PARTNERS L29379210713,260$319,8310.12%
110BROADCOM INCAVGO570$318,7040.12%
111REGIONS FINANCIAL CORP NEWRF-PF14,636$315,5520.12%
1123M COMMM2,583$309,7530.12%
113ISHARES TR4642871503,621$307,0650.12%
114CHENIERE ENERGY INCLNG2,046$306,8180.12%
115REALTY INCOME CORPO4,837$306,8110.12%
116GSK PLCGLAXF8,593$301,9580.12%
117CARDINAL HEALTH INCCAH3,915$300,9460.12%
118MAGELLAN MIDSTREAM PRTNRS LP5590801065,958$299,1510.11%
119NUVEEN QUALITY MUNCP INCOMENU25,340$299,0120.11%
120FRANKLIN RESOURCES INCBEN11,259$297,0120.11%
121NIKE INCNKE2,421$283,2810.11%
122KROGER COKR6,344$282,8160.11%
123AMCOR PLCAMCCF22,702$270,3810.10%
124LYONDELLBASELL INDUSTRIES NLYB3,250$269,8480.10%
125BLACKSTONE INCBX3,595$266,7130.10%
126PRICE T ROWE GROUP INCTROW2,408$262,6160.10%
127COMCAST CORP NEWCCZ7,388$258,3580.10%
128US BANCORP DELUSB-PS5,914$257,9100.10%
129NOVARTIS AGNVSEF2,810$254,9230.10%
130FLOWERS FOODS INCFLO8,717$250,5270.10%
131GENERAL DYNAMICS CORPGD1,000$248,1100.09%
132NEUBERGER BERMAN MUN FD INC64124P10123,507$244,9430.09%
133FEDERAL RLTY INVT TR NEW3137451012,421$244,6180.09%
134CHENIERE ENERGY PARTNERS LPLNG4,300$244,5410.09%
135ENERGY TRANSFER L PET-PI20,507$243,4180.09%
136RANGE RES CORPRRC9,700$242,6940.09%
137HNI CORPHNI8,461$240,5460.09%
138FIDELITY COMWLTH TR3159128085,846$239,4920.09%
139SELECT SECTOR SPDR TR81369Y6056,896$235,8380.09%
140TESLA INCTSLA1,894$233,3030.09%
141V F CORPVFC8,244$227,6170.09%
142ABBOTT LABSABLZF2,072$227,4850.09%
143GILEAD SCIENCES INCGILD2,558$219,6040.08%
144QUALCOMM INCQCOM1,995$219,3300.08%
145SCHWAB STRATEGIC TR8085247972,870$216,8000.08%
146GENERAL ELECTRIC CO3696043012,583$216,4300.08%
147PROSHARES TR74347X83112,401$214,5380.08%
148PIMCO CORPORATE & INCOME OPPPTY17,847$214,3420.08%
149GEOPARK LTDGPRK13,664$211,1090.08%
150EATON VANCE MUN BD FDETN20,034$208,1530.08%
151BRAEMAR HOTELS & RESORTS INCBHR-PD50,000$205,5000.08%
152BLACKROCK MUNIYILD QULT FD IBLK17,539$203,4520.08%
153PARAMOUNT GLOBAL92556H20610,791$182,1520.07%
154SPROTT PHYSICAL GOLD TRSII10,089$142,2550.05%
155AMMO INCPOWWP81,498$140,9920.05%
156INVESCO TR INVT GRADE MUNSIVZ11,851$119,1030.05%
157BLACKROCK MUN INCOME TRBLK11,000$110,6600.04%
158MACQUARIE / FIRST TR GLOBAL55607W10013,000$105,1700.04%
159NUVEEN FLOATING RATE INCOME6706EN10012,412$96,9380.04%
160YAMANA GOLD INC98462Y10015,700$87,1350.03%
161PIMCO INCOME STRATEGY FD II72201J10412,000$84,8400.03%
162VBI VACCINES INC CDA91822J103154,251$60,3280.02%
163GAIN THERAPEUTICS INCGANX18,751$58,6910.02%
164ABSCI CORPORATIONABSI26,120$54,8520.02%
165AMYRIS INC03236M20034,350$52,5560.02%
166ZEVIA PBCZVIA12,200$49,8980.02%
167JOURNEY MED CORPDERM16,124$30,9580.01%
168GINKGO BIOWORKS HOLDINGS INCDNABW18,084$30,5620.01%
169COGNITION THERAPEUTICS INCCGTX13,874$29,1350.01%
170VIVOS THERAPEUTICS INCVVOS26,249$10,5520.00%
171CYBIN INCHELP30,000$9,1890.00%
172HUMANIGEN INC44486320322,500$2,7000.00%
173NORTHERN DYNASTY MINERALS LT66510M20410,000$2,2080.00%