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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 Advisory Solutions, LLC

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001834802-23-000004

Total Value
$376.2M
Positions
128
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (128)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY71,761$29.4M7.81%
2SPDR SER TR78464A854567,194$27.3M7.26%
3ISHARES TR46428750792,406$23.1M6.14%
4ISHARES TR464287705160,677$16.5M4.39%
5APPLE INCAAPL85,325$14.1M3.74%
6ISHARES TR464288448411,945$11.3M3.01%
7ACTIVISION BLIZZARD INC00507V109110,520$9.5M2.51%
8OCCIDENTAL PETE CORP674599105148,038$9.2M2.46%
9PHILIP MORRIS INTL INC71817210994,645$9.2M2.45%
10CHEVRON CORP NEWCVX55,930$9.1M2.43%
11HOME DEPOT INCHD30,805$9.1M2.42%
12TJX COS INC NEW872540109107,581$8.4M2.24%
13LILLY ELI & COLLY22,162$7.6M2.02%
14CME GROUP INCCME37,011$7.1M1.88%
15JPMORGAN CHASE & COVYLD53,820$7.0M1.86%
16INVESCO QQQ TRIVZ21,371$6.9M1.82%
17COCA COLA COKO96,251$6.0M1.59%
18WORLD GOLD TRGLDW143,737$5.6M1.49%
19ISHARES TR46428888552,207$4.9M1.30%
20ACCENTURE PLC IRELANDACN16,598$4.7M1.26%
21ISHARES TR46435G42550,672$4.6M1.22%
22CUMMINS INCCMI18,519$4.4M1.18%
23UNITEDHEALTH GROUP INCUNH9,300$4.4M1.17%
24VISA INCV19,102$4.3M1.14%
25MICROSOFT CORPMSFT14,724$4.2M1.13%
26ISHARES TR46428887787,402$4.2M1.13%
27ISHARES TR46428765523,558$4.2M1.12%
28ISHARES TR46428815838,267$4.0M1.06%
29CHENIERE ENERGY INCLNG23,205$3.7M0.97%
30SPDR SER TR78464A375111,854$3.6M0.97%
31NOVO-NORDISK A SNONOF22,416$3.6M0.95%
32ADOBE SYSTEMS INCORPORATEDADBE9,142$3.5M0.94%
33ZOETIS INCZTS21,074$3.5M0.93%
34VANGUARD INTL EQUITY INDEX F92204285886,374$3.5M0.93%
35RESMED INCRSMDF15,736$3.4M0.92%
36ISHARES TR46428745740,738$3.3M0.89%
37GENERAC HLDGS INCGNRC30,933$3.3M0.89%
38ISHARES TR46428740819,052$2.9M0.77%
39LIBERTY MEDIA CORP DELFWONB102,344$2.9M0.76%
40SPDR GOLD TRGLD15,308$2.8M0.75%
41ISHARES TR46428746538,537$2.8M0.73%
42AMAZON COM INCAMZN25,960$2.7M0.71%
43ISHARES TR46428772127,733$2.6M0.68%
44ISHARES TR46429B267104,684$2.4M0.65%
45VANGUARD INDEX FDS92290874417,281$2.4M0.63%
46VANGUARD BD INDEX FDS92193783531,890$2.4M0.63%
47ISHARES TR46435G67247,654$2.3M0.62%
48SPDR SER TR78468R85355,852$2.1M0.56%
49LAMAR ADVERTISING CO NEWLAMR19,676$2.0M0.52%
50VANGUARD INDEX FDS92290865213,698$1.9M0.51%
51SPDR SER TR78464A65670,097$1.9M0.50%
52CROWN CASTLE INCCCI13,607$1.8M0.48%
53ISHARES S&P GSCI COMMODITY-ISMCF90,000$1.8M0.48%
54SPDR SER TR78464A84741,037$1.8M0.48%
55DUKE ENERGY CORP NEWDUKB18,511$1.8M0.47%
56SPDR SER TR78468R78845,325$1.7M0.46%
57SELECT SECTOR SPDR TR81369Y50620,704$1.7M0.46%
58ISHARES TR46429B69721,567$1.6M0.42%
59ISHARES TR46429B65527,206$1.4M0.36%
60VANGUARD TAX-MANAGED FDS92194385830,197$1.4M0.36%
61PROCTER AND GAMBLE CO7427181099,062$1.3M0.36%
62PFIZER INCPFE32,247$1.3M0.35%
63SPDR SER TR78464A80523,875$1.2M0.32%
64JOHNSON & JOHNSONJNJ7,593$1.2M0.31%
65SELECT SECTOR SPDR TR81369Y8037,293$1.1M0.29%
66BERKSHIRE HATHAWAY INC DELBRK-A3,522$1.1M0.29%
67ISHARES TR46435G47441,341$1.0M0.28%
68ISHARES TR4642872002,512$1.0M0.27%
69SELECT SECTOR SPDR TR81369Y88615,163$1.0M0.27%
70MEDTRONIC PLCMDT11,272$908,7490.24%
71VANGUARD BD INDEX FDS92193782711,567$884,7600.24%
72MERCK & CO INCMRK8,297$882,7180.23%
73ADVANCE AUTO PARTS INCAAP6,923$841,9060.22%
74PHILLIPS 66PSX8,199$831,2150.22%
75ISHARES TR46434V61317,927$822,8490.22%
76KRAFT HEINZ COKHC21,061$814,4290.22%
77SCHWAB STRATEGIC TR80852483916,324$761,8410.20%
78UNITED PARCEL SERVICE INCUPS3,920$760,4220.20%
79CISCO SYS INCCSCO13,892$726,2050.19%
80ISHARES TR46428864613,745$694,6840.18%
81SELECT SECTOR SPDR TR81369Y2094,997$646,9360.17%
82ISHARES TR46435U71317,112$638,6200.17%
83DISNEY WALT CO2546871066,322$633,0220.17%
84ISHARES TR46428863811,643$597,0670.16%
85SPDR S&P MIDCAP 400 ETF TRMDY1,120$513,4190.14%
86SELECT SECTOR SPDR TR81369Y60515,616$502,0400.13%
87BERKSHIRE HATHAWAY INC DELBRK-A1$465,6000.12%
88ELEVANCE HEALTH INCELV912$419,3470.11%
89PPG INDS INC6935061073,097$413,6970.11%
90SELECT SECTOR SPDR TR81369Y86011,065$413,6220.11%
91ISHARES TR4642872423,757$411,8050.11%
92ALPHABET INCGOOG3,946$409,3190.11%
93INVESCO EXCH TRADED FD TR IIIVZ35,626$408,9860.11%
94EXXON MOBIL CORPXOM3,724$408,3740.11%
95VERIZON COMMUNICATIONS INCVZ10,364$403,0410.11%
96PARAMOUNT GLOBAL92556H20616,852$375,9680.10%
97FIRST TR EXCHANGE-TRADED FD33733E87213,668$375,0750.10%
98SCHWAB STRATEGIC TR8085248706,885$367,3150.10%
99UNION PAC CORPUNP1,825$367,2190.10%
100LOWES COS INC5486611071,807$361,3460.10%
101WISDOMTREE TRWT11,344$350,6310.09%
102SPDR SER TR78468R6223,729$346,1260.09%
103FIRST TR MORNINGSTAR DIVID L3369171099,283$329,5470.09%
104BANK AMERICA CORP06050510411,439$327,1630.09%
105ALPHABET INCGOOG3,025$314,6000.08%
106ILLINOIS TOOL WKS INC4523081091,256$305,7730.08%
107ISHARES U S ETF TR46431W85311,221$303,3040.08%
108CONOCOPHILLIPSCOP2,750$272,8280.07%
109SNOWFLAKE INCSNOW1,700$262,2930.07%
110PEPSICO INCPEP1,418$258,5010.07%
111ISHARES TR4642886532,260$257,2560.07%
112SPLUNK INC8486371042,600$249,2880.07%
113RESTAURANT BRANDS INTL INC76131D1033,700$248,4180.07%
114CLOROX CO DELCLX1,533$242,5820.06%
115TESLA INCTSLA1,168$242,3130.06%
116ISHARES TR4642882812,726$235,1990.06%
117ISHARES TR4642871762,086$229,9820.06%
118SPDR SER TR78464A7631,852$229,1110.06%
119WALMART INCWMT1,543$226,6510.06%
120TAIWAN SEMICONDUCTOR MFG LTD8740391002,400$223,2480.06%
121SNAP ON INCSNA888$219,3490.06%
122COMFORT SYS USA INC1999081041,483$216,4880.06%
123VANGUARD WHITEHALL FDS9219467943,488$216,0820.06%
124VANECK ETF TRUST92189F1485,965$215,5110.06%
125CVS HEALTH CORPCVS2,853$210,2660.06%
126CITIUS PHARMACEUTICALS INCCTXR155,850$182,3450.05%
127INVESCO EXCH TRADED FD TR IIIVZ4,672$108,5310.03%
128INFINERA CORP45667G10310,970$85,1270.02%