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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 2025 · Filed July 14, 2025 · Accession 0001834802-25-000002

Total Value
$394.8M
Positions
140
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (140)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY60,784$37.6M9.51%
2ISHARES TR464287507422,678$26.2M6.64%
3SPDR SERIES TRUST78464A854308,914$22.5M5.69%
4ELI LILLY & COLLY19,216$15.0M3.79%
5ISHARES TR464287465149,645$13.4M3.39%
6AMAZON COM INCAMZN58,866$12.9M3.27%
7INVESCO EXCHANGE TRADED FD TIVZ68,366$12.4M3.15%
8APPLE INCAAPL54,230$11.1M2.82%
9JPMORGAN CHASE & CO.VYLD36,554$10.6M2.68%
10PEPSICO INCPEP73,660$9.7M2.46%
11ISHARES TR46428841482,480$8.6M2.18%
12WORLD GOLD TRGLDW130,906$8.6M2.17%
13AIR PRODS & CHEMS INCAIIR26,649$7.5M1.90%
14ISHARES TR464288810117,584$7.4M1.87%
15INVESCO QQQ TRIVZ12,021$6.6M1.68%
16MICROSOFT CORPMSFT11,505$5.7M1.45%
17CHUBB LIMITEDCB18,041$5.2M1.32%
18UNION PAC CORPUNP21,766$5.0M1.27%
19HOME DEPOT INCHD13,323$4.9M1.24%
20SNOWFLAKE INCSNOW21,586$4.8M1.22%
21LULULEMON ATHLETICA INCLULU19,745$4.7M1.19%
22UBER TECHNOLOGIES INCUBER47,710$4.5M1.13%
23COHEN & STEERS QUALITY INCOM19247L106353,564$4.4M1.12%
24ACCENTURE PLC IRELANDACN14,258$4.3M1.08%
25MARVELL TECHNOLOGY INCMRVL52,585$4.1M1.03%
26ISHARES TR464288687132,444$4.1M1.03%
27ISHARES TR46428765518,829$4.1M1.03%
28ISHARES TR46428740820,330$4.0M1.01%
29SPDR SERIES TRUST78464A84771,804$3.9M0.99%
30CHENIERE ENERGY INCLNG15,938$3.9M0.98%
31VANGUARD INDEX FDS92290874421,950$3.9M0.98%
32ASML HOLDING N VASMLF4,708$3.8M0.96%
33VANGUARD INTL EQUITY INDEX F92204285875,651$3.7M0.95%
34VALERO ENERGY CORPVLO27,247$3.7M0.93%
35SPDR SERIES TRUST78464A375108,703$3.7M0.92%
36SPDR GOLD TRGLD11,808$3.6M0.91%
37SPDR SERIES TRUST78468R85373,714$3.1M0.80%
38NOVO-NORDISK A SNONOF42,877$3.0M0.75%
39ZOETIS INCZTS18,587$2.9M0.73%
40KAYNE ANDERSON ENERGY INFRST486606106224,150$2.9M0.72%
41VANGUARD BD INDEX FDS92193783537,343$2.7M0.70%
42GENERAC HLDGS INCGNRC19,180$2.7M0.70%
43SPDR SERIES TRUST78464A80535,272$2.6M0.67%
44ADOBE INCADBE6,791$2.6M0.67%
45ISHARES TR46435G67247,409$2.4M0.61%
46ISHARES TR46428844866,613$2.3M0.58%
47ISHARES TR46428770518,593$2.3M0.58%
48NUVEEN PFD & INCOME OPPORTUNNU274,632$2.2M0.56%
49EOG RES INCEOG18,385$2.2M0.56%
50BERKSHIRE HATHAWAY INC DELBRK-A3,985$1.9M0.49%
51SPDR SERIES TRUST78468R78843,246$1.8M0.46%
52INVESCO EXCHANGE TRADED FD TIVZ127,078$1.8M0.45%
53GOLDMAN SACHS GROUP INCGSCE2,435$1.7M0.44%
54SELECT SECTOR SPDR TR81369Y50620,058$1.7M0.43%
55ISHARES TR46428866114,033$1.7M0.42%
56LAMAR ADVERTISING CO NEWLAMR13,355$1.6M0.41%
57ISHARES TR4642872002,514$1.6M0.40%
58SELECT SECTOR SPDR TR81369Y8036,146$1.6M0.39%
59ALPHABET INCGOOG8,662$1.5M0.39%
60SPDR SERIES TRUST78464A64958,878$1.5M0.38%
61ISHARES TR4642876309,293$1.5M0.37%
62ISHARES TR46429B26762,725$1.4M0.37%
63NVIDIA CORPORATIONNVDA8,961$1.4M0.36%
64CHEVRON CORP NEWCVX9,714$1.4M0.35%
65ISHARES TR46435G47449,779$1.4M0.34%
66INVESCO EXCH TRD SLF IDX FDIVZ55,384$1.3M0.32%
67VANGUARD TAX-MANAGED FDS92194385822,399$1.3M0.32%
68VANGUARD INDEX FDS9229086526,259$1.2M0.31%
69ISHARES TR4642872429,262$1.0M0.26%
70SPDR SERIES TRUST78464A65637,509$977,4850.25%
71JOHNSON & JOHNSONJNJ6,139$937,7430.24%
72ISHARES TR46428745711,250$932,1810.24%
73ISHARES TR46436E86639,780$929,2610.24%
74RBB FD INC74933W45218,238$911,8090.23%
75INNOVATOR ETFS TRUSTINHD27,905$895,1920.23%
76SPDR SERIES TRUST78464A87010,250$850,0430.22%
77INVESCO EXCH TRADED FD TR IIIVZ71,608$796,9970.20%
78DISNEY WALT CO2546871065,934$735,8750.19%
79PHILLIPS 66PSX6,109$728,8040.18%
80PFIZER INCPFE27,508$666,7830.17%
81ISHARES S&P GSCI COMMODITY-ISMCF29,970$660,5390.17%
82ALPHABET INCGOOG3,539$627,7830.16%
83SPDR S&P MIDCAP 400 ETF TRMDY1,000$566,4800.14%
84ALPS ETF TR00162Q45211,500$561,8900.14%
85ISHARES TR46428864610,385$547,9250.14%
86SELECT SECTOR SPDR TR81369Y60510,369$543,0010.14%
87SELECT SECTOR SPDR TR81369Y2093,961$533,9290.14%
88ISHARES TR46435UAA921,558$523,2130.13%
89ISHARES TR46429B65510,134$517,0370.13%
90UNITED PARCEL SERVICE INCUPS5,045$509,2530.13%
91ISHARES TR4642886389,502$506,3770.13%
92VANGUARD BD INDEX FDS9219378276,147$483,7690.12%
93SPDR SERIES TRUST78468R6224,857$472,4400.12%
94ISHARES TR46436E83320,716$463,2100.12%
95GLOBAL X FDS37950E29124,725$434,6660.11%
96MCDONALDS CORPMCD1,447$422,7700.11%
97PROCTER AND GAMBLE CO7427181092,632$419,3300.11%
98INNOVATOR ETFS TRUSTINHD15,427$409,0470.10%
99LOWES COS INC5486611071,800$399,3660.10%
100PIMCO ETF TR72201R8333,961$398,2190.10%
101SELECT SECTOR SPDR TR81369Y8609,374$388,2850.10%
102FIRST TR EXCHANGE-TRADED FD33733E87211,393$387,2710.10%
103SPDR SERIES TRUST78464A5087,131$373,2400.09%
104ABBOTT LABSABLZF2,719$363,6330.09%
105SPDR SERIES TRUST78468R6633,870$355,0260.09%
106MASTERCARD INCORPORATEDMA631$354,5850.09%
107ELEVANCE HEALTH INCELV907$352,7870.09%
108SPDR SERIES TRUST78464A7632,584$350,7260.09%
109COTERRA ENERGY INCCTRA13,482$342,1730.09%
110KENVUE INCKVUE16,239$339,8820.09%
111EXXON MOBIL CORPXOM3,056$329,4370.08%
112ISHARES TR4642882813,527$326,6710.08%
113KROGER COKR4,437$318,2660.08%
114CVS HEALTH CORPCVS4,606$317,7220.08%
115CONOCOPHILLIPSCOP3,539$317,5620.08%
116BRISTOL-MYERS SQUIBB COCELG-RI6,823$315,8370.08%
117VANECK ETF TRUST92189F1485,722$282,5390.07%
118THOMSON REUTERS CORPTMSOF1,390$279,5710.07%
119VERIZON COMMUNICATIONS INCVZ6,389$276,4630.07%
120PPG INDS INC6935061072,400$273,0000.07%
121AUTOMATIC DATA PROCESSING INADP857$264,2990.07%
122ILLINOIS TOOL WKS INC4523081091,058$261,5910.07%
123DEERE & CODE508$258,3130.07%
124TESLA INCTSLA795$252,5400.06%
125AMERICAN EXPRESS COAXP767$244,6580.06%
126ISHARES TR46435GAA010,010$242,7430.06%
127BANK AMERICA CORP0605051045,126$242,5750.06%
128CINTAS CORPCTAS1,075$239,5850.06%
129ISHARES TR4642881582,202$234,1610.06%
130COSTCO WHSL CORP NEW22160K105234$231,6460.06%
131FORD MTR CO34537086021,231$230,3560.06%
132ISHARES TR464287614529$224,6030.06%
133COCA COLA COKO3,144$222,4380.06%
134ISHARES TR4642871681,648$218,8710.06%
135LOCKHEED MARTIN CORPLMT471$218,1390.06%
136LAM RESEARCH CORPLRCX2,237$217,7500.06%
137S&P GLOBAL INCSPGI412$217,2430.06%
138DAVIS FUNDAMENTAL ETF TR23908L3065,131$212,6320.05%
139BLACKSTONE INCBX1,389$207,7670.05%
140META PLATFORMS INCMETA275$202,9750.05%