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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 Q3 2024 · Filed October 18, 2024 · Accession 0001735734-24-000004

Total Value
$476.1M
Positions
193
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (193)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720077,528$44.7M9.39%
2VANGUARD INDEX FDS922908744162,073$28.3M5.94%
3FIDELITY MERRIMACK STR TR316188309573,373$26.8M5.63%
4PIMCO ETF TR72201R585729,639$19.4M4.08%
5SPDR S&P MIDCAP 400 ETF TRMDY32,253$18.4M3.86%
6J P MORGAN EXCHANGE TRADED F46641Q134269,651$17.8M3.74%
7INVESCO EXCHANGE TRADED FD TIVZ99,060$17.7M3.73%
8VANGUARD INDEX FDS92290873645,378$17.4M3.66%
9J P MORGAN EXCHANGE TRADED F46641Q241284,100$13.4M2.82%
10FIRST TR SML CP CORE ALPHA F33734Y109124,938$12.4M2.61%
11APPLE INCAAPL52,907$12.3M2.59%
12VANGUARD TAX-MANAGED FDS921943858228,378$12.1M2.53%
13VANGUARD INDEX FDS92290876933,124$9.4M1.97%
14NVIDIA CORPORATIONNVDA75,094$9.1M1.92%
15J P MORGAN EXCHANGE TRADED F46641Q647177,089$9.1M1.91%
16PIMCO ETF TR72201R866170,356$9.0M1.90%
17SPDR INDEX SHS FDS78463X509213,617$8.8M1.85%
18MICROSOFT CORPMSFT19,547$8.4M1.77%
19EXXON MOBIL CORPXOM63,287$7.4M1.56%
20SPDR SER TR78464A649252,034$6.6M1.38%
21AMAZON COM INCAMZN23,959$4.5M0.94%
22BERKSHIRE HATHAWAY INC DELBRK-A9,491$4.4M0.92%
23J P MORGAN EXCHANGE TRADED F46641Q65485,070$4.3M0.91%
24ELI LILLY & COLLY4,527$4.0M0.84%
25FRANKLIN TEMPLETON ETF TRFGDL145,000$3.5M0.74%
26ALPHABET INCGOOG20,672$3.5M0.73%
27WILLIAMS COS INC96945710073,109$3.3M0.70%
28BROADCOM INCAVGO19,215$3.3M0.70%
29BANK AMERICA CORP06050510481,999$3.3M0.68%
30CHEVRON CORP NEWCVX21,609$3.2M0.67%
31WALMART INCWMT39,281$3.2M0.67%
32PROCTER AND GAMBLE CO74271810917,745$3.1M0.65%
33ORACLE CORPORCL-PD17,360$3.0M0.62%
34JPMORGAN CHASE & CO.VYLD13,536$2.9M0.60%
35META PLATFORMS INCMETA4,985$2.9M0.60%
36UNITEDHEALTH GROUP INCUNH4,700$2.7M0.58%
37MCDONALDS CORPMCD8,942$2.7M0.57%
38EQUITY BANCSHARES INCEQBK65,035$2.7M0.56%
39AMERICAN RLTY INVS INC029174109150,000$2.6M0.55%
40SEI INVTS CO78411710337,504$2.6M0.55%
41JOHNSON & JOHNSONJNJ15,072$2.4M0.51%
42PEPSICO INCPEP14,150$2.4M0.51%
43VISA INCV7,938$2.2M0.46%
44AMGEN INCAMGN6,573$2.1M0.44%
45CONOCOPHILLIPSCOP19,490$2.1M0.43%
46TESLA INCTSLA7,669$2.0M0.42%
47UBS GROUP AGUBS63,567$2.0M0.41%
48HOME DEPOT INCHD4,629$1.9M0.39%
49VERIZON COMMUNICATIONS INCVZ39,100$1.8M0.37%
50RTX CORPORATIONRTX14,441$1.7M0.37%
51VANGUARD MUN BD FDS92290774632,782$1.7M0.35%
52CATERPILLAR INCCAT4,231$1.7M0.35%
53GE AEROSPACE3696043018,542$1.6M0.34%
54ONEOK INC NEWOKE17,449$1.6M0.33%
55ETFS GOLD TR00326A10462,014$1.6M0.33%
56PLAINS ALL AMERN PIPELINE L72650310589,153$1.5M0.33%
57ABBVIE INCABBV7,620$1.5M0.32%
58SPDR S&P 500 ETF TRSPY2,455$1.4M0.30%
59STRYKER CORPORATIONSYK3,855$1.4M0.29%
60BERKSHIRE HATHAWAY INC DELBRK-A2$1.4M0.29%
61BUCKLE INCBKE30,900$1.4M0.29%
62ADOBE INCADBE2,437$1.3M0.27%
63ALTRIA GROUP INCMO24,591$1.3M0.26%
64COSTCO WHSL CORP NEW22160K1051,408$1.2M0.26%
65NEXTERA ENERGY INCNEE-PW14,497$1.2M0.26%
66PHILLIPS 66PSX9,137$1.2M0.25%
67ISHARES TR46428722611,813$1.2M0.25%
68MASTERCARD INCORPORATEDMA2,335$1.2M0.24%
69ADVANCED MICRO DEVICES INCAMD7,020$1.2M0.24%
70CISCO SYS INCCSCO20,406$1.1M0.23%
71LINDE PLCLIN2,221$1.1M0.22%
72DEVON ENERGY CORP NEW25179M10326,250$1.0M0.22%
73LOCKHEED MARTIN CORPLMT1,756$1.0M0.22%
74GOLDMAN SACHS GROUP INCGSCE2,050$1.0M0.21%
75HONEYWELL INTL INC4385161064,884$1.0M0.21%
76COCA COLA COKO14,044$1.0M0.21%
77PROLOGIS INC.PLDGP7,742$977,6340.21%
78SALESFORCE INCCRM3,465$948,4620.20%
79PFIZER INCPFE32,735$947,3510.20%
80ALPHABET INCGOOG5,656$938,0480.20%
81US BANCORP DELUSB-PS20,112$919,7220.19%
82BRISTOL-MYERS SQUIBB COCELG-RI17,640$912,6940.19%
83PROSHARES TR74347X8649,888$852,2710.18%
84AT&T INCT-PC38,077$837,6850.18%
85MERCK & CO INCMRK7,238$821,9860.17%
86FORTINET INCFTNT10,550$818,1530.17%
87BP PLCBPPFF25,757$808,5050.17%
88ISHARES TR4642884147,243$786,8070.17%
89EOG RES INCEOG6,134$754,0530.16%
90ENBRIDGE INCENNPF17,909$727,2840.15%
91FIDELITY COMWLTH TR31591280810,026$717,8290.15%
92THERMO FISHER SCIENTIFIC INCTMO1,141$705,7880.15%
93ENERGY TRANSFER L PET-PI43,484$697,9170.15%
94PROSHARES TR74347X8319,002$652,5750.14%
95GRAYSCALE BITCOIN TR BTCGBTC12,894$651,1470.14%
96EATON VANCE TAX-MANAGED BUY-ETN47,046$649,2350.14%
97BLACKROCK INCBLK664$630,4750.13%
98UNITED PARCEL SERVICE INCUPS4,609$628,3910.13%
99FORD MTR CO34537086059,433$627,6120.13%
100NUVEEN MUNICIPAL CREDIT INCNU47,477$621,9490.13%
101SOUTHERN COSOMN6,884$620,7990.13%
102INVESCO MUNICIPAL TRUSTVKQ60,382$619,5190.13%
103NETFLIX INCNFLX861$610,3540.13%
104BOEING COBA-PA3,933$598,0170.13%
105TRUIST FINL CORP89832Q10913,011$556,4800.12%
106HESS CORPHESM4,010$544,5580.11%
107KIMBERLY-CLARK CORPKMB3,758$534,6880.11%
108TEXAS INSTRS INC8825081042,559$528,6130.11%
109MONDELEZ INTL INC6092071056,837$503,6820.11%
110UBER TECHNOLOGIES INCUBER6,687$502,5950.11%
111INTERNATIONAL BUSINESS MACHSINTR2,242$495,6610.10%
112OCCIDENTAL PETE CORP6745991059,191$473,7040.10%
113INVESCO QQQ TRIVZ917$447,7070.09%
114SELECT SECTOR SPDR TR81369Y5065,010$439,8780.09%
115ENTERPRISE PRODS PARTNERS L29379210715,097$439,4700.09%
116BLACKSTONE INCBX2,858$437,6460.09%
117CARDINAL HEALTH INCCAH3,915$432,6860.09%
118AMPLIFY ETF TR0321085577,200$431,3680.09%
119PAYCHEX INCPAYX3,207$430,3470.09%
120TARGET CORPTGT2,748$428,2540.09%
121EATON VANCE TAX ADVT DIV INCETN17,037$420,6440.09%
122ARES CAPITAL CORPARCC19,852$415,7010.09%
123PHILIP MORRIS INTL INC7181721093,411$414,0950.09%
124CSX CORPCSX11,520$397,7860.08%
125CONNECTONE BANCORP INCCNOBP15,500$388,2750.08%
126FASTENAL COFAST5,420$387,0960.08%
127NUVEEN QUALITY MUNCP INCOMENU31,067$384,6090.08%
128COMMERCE BANCSHARES INCCBSH6,344$376,8340.08%
129QUALCOMM INCQCOM2,156$366,6280.08%
130CONSOLIDATED EDISON INCED3,500$364,4550.08%
131SPDR SER TR78468R7887,927$361,8680.08%
132LAM RESEARCH CORPLRCX425$346,8340.07%
133REGIONS FINANCIAL CORP NEWRF-PF14,636$341,4580.07%
134VALERO ENERGY CORPVLO2,524$340,8160.07%
135AMERICAN TOWER CORP NEW03027X1001,437$334,1890.07%
136FREEPORT-MCMORAN INCFCX6,534$326,1820.07%
137GENERAL DYNAMICS CORPGD1,069$323,0520.07%
138NOVARTIS AGNVSEF2,800$322,0560.07%
139ISHARES TR4642871502,534$318,3400.07%
140VANGUARD WORLD FD92204A702530$310,8560.07%
141LYONDELLBASELL INDUSTRIES NLYB3,234$310,1410.07%
142RANGE RES CORPRRC10,045$308,9840.06%
143GENERAL MLS INC3703341044,159$307,1420.06%
144COTERRA ENERGY INCCTRA12,687$303,8540.06%
145UNION PAC CORPUNP1,189$293,0650.06%
146INCYTE CORPINCY4,420$292,1620.06%
147HERSHEY COHSY1,477$283,2590.06%
148HUNTINGTON BANCSHARES INCHBANP18,873$277,4330.06%
149M & T BK CORP55261F1041,554$276,7980.06%
150INTEL CORPINTC11,684$274,1070.06%
151FIFTH THIRD BANCORPFITBM6,361$272,5050.06%
152KROGER COKR4,747$272,0030.06%
153COMCAST CORP NEWCCZ6,431$268,6230.06%
154PRICE T ROWE GROUP INCTROW2,437$265,4620.06%
155PIMCO MUN INCOME FD III72201A10331,718$261,9910.06%
156PUBLIC SVC ENTERPRISE GRP IN7445731062,922$260,6720.05%
157WELLS FARGO CO NEW9497461014,556$257,3630.05%
158PIMCO CORPORATE & INCOME OPPPTY17,847$256,8180.05%
159DEERE & CODE607$253,3190.05%
160SCHWAB STRATEGIC TR8085247972,973$251,3080.05%
161SHOPIFY INCSHOP3,130$250,8380.05%
162NEUBERGER BERMAN MUN FD INC64124P10122,507$250,0530.05%
163APOLLO GLOBAL MGMT INC03769M1062,000$249,8200.05%
164HCA HEALTHCARE INCHCA608$247,1090.05%
165SELECT SECTOR SPDR TR81369Y6055,395$244,4870.05%
166STERLING INFRASTRUCTURE INCSTRL1,680$243,6340.05%
167DISNEY WALT CO2546871062,533$243,6020.05%
168VISTRA CORPVST2,000$237,0800.05%
169SPROTT PHYSICAL GOLD TRSII11,589$236,1840.05%
170PALO ALTO NETWORKS INCPANW651$222,5120.05%
171ASTRAZENECA PLCAZN2,800$218,1480.05%
172WISDOMTREE TRWT10,942$218,0740.05%
173OTTER TAIL CORPOTTR2,779$217,2070.05%
174SPDR GOLD TRGLD888$215,8380.05%
175NIKE INCNKE2,432$214,9890.05%
176CHENIERE ENERGY PARTNERS LPLNG4,300$209,4960.04%
177DIAMONDBACK ENERGY INCFANG1,186$204,4660.04%
178MORGAN STANLEYMS-PQ1,960$204,3100.04%
179GARMIN LTDGRMN1,157$203,7400.04%
180KINDER MORGAN INC DELEP-PC9,166$202,4770.04%
181MICROSTRATEGY INCSTRK1,200$202,3200.04%
182PLAINS GP HLDGS L PPAGP10,901$201,6690.04%
183APA CORPORATIONAPA8,202$200,6210.04%
184EATON VANCE MUN BD FDETN17,366$186,8580.04%
185INVESCO TR INVT GRADE MUNSIVZ16,937$178,8550.04%
186BRAEMAR HOTELS & RESORTS INCBHR-PD50,000$154,5000.03%
187TIDAL TR II88636J52713,589$143,9080.03%
188AMMO INCPOWWP81,498$116,5420.02%
189NUVEEN FLOATING RATE INCOME67072T10811,741$103,5560.02%
190PIMCO INCOME STRATEGY FD II72201J10412,000$91,4400.02%
191CAPITOL FED FINL INC14057J10113,442$78,5010.02%
192TERRAN ORBITAL CORPORATION88105P10322,000$5,5260.00%
193NORTHERN DYNASTY MINERALS LT66510M20415,000$4,9730.00%