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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 Q3 2025 · Filed October 27, 2025 · Accession 0001834802-25-000006

Total Value
$412.8M
Positions
138
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (138)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY60,790$40.5M9.81%
2ISHARES TR464287507424,691$27.7M6.71%
3SPDR SERIES TRUST78464A854326,306$25.6M6.19%
4ELI LILLY & COLLY22,136$16.9M4.09%
5ISHARES TR464287465150,038$14.0M3.39%
6APPLE INCAAPL53,932$13.7M3.33%
7INVESCO EXCHANGE TRADED FD TIVZ68,366$13.0M3.14%
8AMAZON COM INCAMZN58,878$12.9M3.13%
9JPMORGAN CHASE & CO.VYLD35,766$11.3M2.73%
10WORLD GOLD TRGLDW135,802$10.4M2.51%
11PEPSICO INCPEP73,282$10.3M2.49%
12ISHARES TR46428841482,658$8.8M2.13%
13INVESCO QQQ TRIVZ12,140$7.3M1.77%
14AIR PRODS & CHEMS INCAIIR26,682$7.3M1.76%
15UBER TECHNOLOGIES INCUBER73,962$7.2M1.76%
16ISHARES TR464288810117,841$7.1M1.71%
17MICROSOFT CORPMSFT11,670$6.0M1.46%
18COHEN & STEERS QUALITY INCOM19247L106450,629$5.6M1.36%
19HOME DEPOT INCHD13,358$5.4M1.31%
20CHUBB LIMITEDCB18,041$5.1M1.23%
21SNOWFLAKE INCSNOW21,519$4.9M1.18%
22VALERO ENERGY CORPVLO27,247$4.6M1.12%
23SPDR SERIES TRUST78464A84780,030$4.6M1.11%
24SPDR GOLD TRGLD12,734$4.5M1.10%
25ISHARES TR46428765518,672$4.5M1.09%
26MARVELL TECHNOLOGY INCMRVL52,585$4.4M1.07%
27ASML HOLDING N VASMLF4,510$4.4M1.06%
28ISHARES TR464288687133,222$4.2M1.02%
29ISHARES TR46428740820,118$4.2M1.01%
30VANGUARD INDEX FDS92290874422,241$4.1M1.00%
31VANGUARD INTL EQUITY INDEX F92204285875,885$4.1M1.00%
32SPDR SERIES TRUST78464A375112,248$3.8M0.92%
33CHENIERE ENERGY INCLNG15,922$3.7M0.91%
34SPDR SERIES TRUST78468R85379,645$3.7M0.89%
35KAYNE ANDERSON ENERGY INFRST486606106294,285$3.6M0.88%
36SPDR SERIES TRUST78464A80539,351$3.2M0.77%
37VANGUARD BD INDEX FDS92193783537,844$2.8M0.68%
38ISHARES TR46435G67248,730$2.5M0.60%
39ISHARES TR46428844865,450$2.4M0.58%
40ISHARES TR46428770518,344$2.4M0.58%
41NUVEEN PFD & INCOME OPPORTUNNU274,382$2.2M0.55%
42FAIR ISAAC CORPFICO1,410$2.1M0.51%
43ALPHABET INCGOOG8,622$2.1M0.51%
44EOG RES INCEOG18,505$2.1M0.50%
45BERKSHIRE HATHAWAY INC DELBRK-A4,019$2.0M0.49%
46GOLDMAN SACHS GROUP INCGSCE2,435$1.9M0.47%
47SPDR SERIES TRUST78468R78843,925$1.9M0.47%
48INVESCO EXCHANGE TRADED FD TIVZ127,538$1.9M0.45%
49SELECT SECTOR SPDR TR81369Y50620,433$1.8M0.44%
50ISHARES TR4642876309,981$1.8M0.43%
51SELECT SECTOR SPDR TR81369Y8036,159$1.7M0.42%
52ISHARES TR4642872002,564$1.7M0.42%
53NVIDIA CORPORATIONNVDA9,108$1.7M0.41%
54LULULEMON ATHLETICA INCLULU9,232$1.6M0.40%
55LAMAR ADVERTISING CO NEWLAMR13,369$1.6M0.40%
56SPDR SERIES TRUST78464A64963,142$1.6M0.40%
57ISHARES TR46428866113,612$1.6M0.39%
58ACCENTURE PLC IRELANDACN6,526$1.6M0.39%
59ADOBE INCADBE4,525$1.6M0.39%
60NOVO-NORDISK A SNONOF28,577$1.6M0.38%
61CHEVRON CORP NEWCVX9,731$1.5M0.37%
62ISHARES TR46429B26764,524$1.5M0.36%
63NIKE INCNKE20,697$1.4M0.35%
64VANGUARD TAX-MANAGED FDS92194385823,558$1.4M0.34%
65ISHARES TR46435G47450,318$1.4M0.34%
66INVESCO EXCH TRD SLF IDX FDIVZ57,168$1.3M0.32%
67GENERAC HLDGS INCGNRC7,741$1.3M0.31%
68VANGUARD INDEX FDS9229086526,051$1.3M0.31%
69JOHNSON & JOHNSONJNJ6,095$1.1M0.27%
70ISHARES TR4642872429,783$1.1M0.26%
71SPDR SERIES TRUST78464A87010,507$1.1M0.26%
72INNOVATOR ETFS TRUSTINHD30,393$997,4980.24%
73SPDR SERIES TRUST78464A65637,258$980,4440.24%
74ISHARES TR46436E86641,191$962,4280.23%
75ISHARES TR46428745711,558$958,8580.23%
76INVESCO EXCH TRADED FD TR IIIVZ80,622$935,2150.23%
77ALPHABET INCGOOG3,584$872,8830.21%
78PHILLIPS 66PSX6,069$825,5050.20%
79RBB FD INC74933W45215,399$769,9500.19%
80ZOETIS INCZTS5,141$752,2310.18%
81PFIZER INCPFE27,978$712,8680.17%
82ISHARES S&P GSCI COMMODITY-ISMCF30,012$689,3760.17%
83DISNEY WALT CO2546871065,897$675,2070.16%
84SPDR S&P MIDCAP 400 ETF TRMDY1,000$596,0300.14%
85SELECT SECTOR SPDR TR81369Y60510,438$562,2710.14%
86SELECT SECTOR SPDR TR81369Y2093,985$554,6190.13%
87ISHARES TR46428864610,450$554,1760.13%
88ISHARES TR46435UAA922,370$544,4860.13%
89ALPS ETF TR00162Q45211,500$539,6950.13%
90GLOBAL X FDS37950E29129,770$526,6310.13%
91ISHARES TR4642886389,690$524,1470.13%
92ISHARES TR46429B6559,948$508,1940.12%
93VANGUARD BD INDEX FDS9219378276,229$491,5300.12%
94ISHARES TR46436E83321,630$484,1880.12%
95SPDR SERIES TRUST78468R6224,858$476,0350.12%
96INNOVATOR ETFS TRUSTINHD17,363$470,1940.11%
97LOWES COS INC5486611071,820$457,3840.11%
98SPDR SERIES TRUST78464A7633,249$455,0220.11%
99UNITED PARCEL SERVICE INCUPS5,163$431,2740.10%
100PIMCO ETF TR72201R8334,238$426,7240.10%
101SELECT SECTOR SPDR TR81369Y8609,983$420,5980.10%
102SPDR SERIES TRUST78464A5087,154$395,8380.10%
103TESLA INCTSLA844$375,3440.09%
104SPDR SERIES TRUST78468R6634,009$367,8570.09%
105FIRST TR EXCHANGE-TRADED FD33733E8729,986$354,6030.09%
106EXXON MOBIL CORPXOM3,056$344,5640.08%
107ABBOTT LABSABLZF2,589$340,8430.08%
108CONOCOPHILLIPSCOP3,594$339,9810.08%
109ISHARES TR4642882813,537$336,6870.08%
110BRISTOL-MYERS SQUIBB COCELG-RI7,348$331,3950.08%
111MCDONALDS CORPMCD1,057$321,2120.08%
112LAM RESEARCH CORPLRCX2,237$299,5340.07%
113KROGER COKR4,391$295,9970.07%
114ELEVANCE HEALTH INC FORMERLYELV907$293,0700.07%
115ILLINOIS TOOL WKS INC4523081091,058$275,8840.07%
116CVS HEALTH CORPCVS3,621$272,9870.07%
117LOCKHEED MARTIN CORPLMT534$266,5780.06%
118BANK AMERICA CORP0605051045,162$266,3210.06%
119ISHARES TR46435GAA010,836$263,3150.06%
120VANECK ETF TRUST92189F1484,890$260,1970.06%
121MASTERCARD INCORPORATEDMA449$255,3970.06%
122AMERICAN EXPRESS COAXP767$254,7670.06%
123PPG INDS INC6935061072,400$252,2640.06%
124AUTOMATIC DATA PROCESSING INADP845$248,0080.06%
125ISHARES TR464287614529$247,7890.06%
126FORD MTR CO34537086020,634$246,7830.06%
127BLACKSTONE INCBX1,399$239,0190.06%
128ISHARES TR4642881582,222$237,2650.06%
129ISHARES TR4642871681,648$234,1810.06%
130DEERE & CODE490$224,0570.05%
131CINTAS CORPCTAS1,075$220,6550.05%
132THOMSON REUTERS CORPTMSOF1,390$215,9090.05%
133RESMED INCRSMDF779$213,2360.05%
134COSTCO WHSL CORP NEW22160K105230$212,8950.05%
135RTX CORPORATIONRTX1,232$206,1510.05%
136COCA COLA COKO3,090$204,9290.05%
137META PLATFORMS INCMETA275$201,9540.05%
138S&P GLOBAL INCSPGI412$200,5250.05%