Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

WFA Asset Management Corp

Quarter ended Q1 2024 · Filed May 24, 2024 · Accession 0001994434-24-000003

Total Value
$168.6M
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524797443,595$31.4M18.62%
2SELECT SECTOR SPDR TR81369Y308334,697$23.0M13.66%
3INVESCO EXCHANGE TRADED FD TIVZ143,225$20.3M12.04%
4SPDR SER TR78464A409273,904$16.2M9.63%
5INVESCO EXCH TRADED FD TR IIIVZ322,273$11.7M6.96%
6ISHARES TR46428944685,187$8.8M5.22%
7ISHARES INC46428652575,625$7.2M4.28%
8APPLE INCAAPL38,532$6.6M3.91%
9VANGUARD WORLD FDS92204A40577,278$6.2M3.68%
10AT&T INCT-PC212,069$3.2M1.89%
113M COMMM25,372$2.4M1.41%
12WALGREENS BOOTS ALLIANCE INC93142710888,392$2.0M1.17%
13INTEL CORPINTC54,000$1.9M1.14%
14CITIGROUP INCC-PR41,966$1.7M1.02%
15ISHARES TR46428716810,491$1.1M0.67%
16ISHARES TR46435G52418,219$1.1M0.64%
17AMAZON COM INCAMZN8,314$1.1M0.63%
18ABBVIE INCABBV6,827$1.0M0.60%
19CHEVRON CORP NEWCVX5,561$937,7270.56%
20ISHARES TR46429B7479,617$932,0590.55%
21ISHARES TR46435G53210,630$792,1590.47%
22INVESCO QQQ TRIVZ2,042$731,5690.43%
23CARDINAL HEALTH INCCAH8,403$729,5570.43%
24APPLIED MATLS INC0382221055,171$715,8820.42%
25ALTRIA GROUP INCMO15,310$643,7960.38%
26FEDEX CORPFDX2,378$629,9870.37%
27VERIZON COMMUNICATIONS INCVZ17,996$583,2360.35%
28NEW MTN FIN CORP64755110043,092$558,0470.33%
29PROCTER AND GAMBLE CO7427181093,744$546,0480.32%
30UNION PAC CORPUNP2,441$497,0730.29%
31VISA INCV2,158$496,4310.29%
32WEC ENERGY GROUP INCWEC5,163$415,8560.25%
33PEPSICO INCPEP2,453$415,5730.25%
34HOME DEPOT INCHD1,314$397,0170.24%
35SPDR SER TR78464A3595,716$387,5270.23%
36TRAVELERS COMPANIES INCTRV2,281$372,5200.22%
37KIMBERLY-CLARK CORPKMB3,027$365,7640.22%
38TARGET CORPTGT3,096$342,3760.20%
39SPDR SER TR78468R7543,242$340,0620.20%
40FORD MTR CO DEL34537086025,066$311,3150.18%
41BANK AMERICA CORP06050510410,995$301,0550.18%
42GENTEX CORPGNTX8,867$288,5430.17%
43EXXON MOBIL CORPXOM2,404$282,6100.17%
44HONEYWELL INTL INC4385161061,496$276,2950.16%
45MCDONALDS CORPMCD1,020$268,7240.16%
46VANGUARD WORLD FDS92204A5041,132$266,1960.16%
47GENERAL ELECTRIC CO3696043012,242$247,8800.15%
48ALPHABET INCGOOG1,717$226,3870.13%
49ENTERPRISE PRODS PARTNERS L2937921077,958$217,8080.13%
50MICROSOFT CORPMSFT625$197,4410.12%
51ILLINOIS TOOL WKS INC452308109838$192,8880.11%
52CVS HEALTH CORPCVS2,749$191,9260.11%
53PHILIP MORRIS INTL INC7181721092,052$189,9490.11%
54USCF ETF TR90290T8825,200$183,5780.11%
55VANGUARD WORLD FDS92204A3061,421$180,1480.11%
56VANGUARD INDEX FDS9229087441,304$179,9060.11%
57ALPHABET INCGOOG1,320$172,7360.10%
58FARMERS NATIONAL BANC CORPFMNB13,440$155,3670.09%
59ABBOTT LABSABLZF1,494$144,6700.09%
60SPDR S&P 500 ETF TRSPY323$137,8640.08%
61MARATHON PETE CORPMARA900$136,1470.08%
62VANGUARD STAR FDS9219097682,502$133,9080.08%
63XCEL ENERGY INCXELLL2,220$127,0480.08%
64CISCO SYS INCCSCO2,240$120,4100.07%
65SOUTHERN COSOMN1,846$119,4590.07%
66JPMORGAN CHASE & COVYLD798$115,7980.07%
67WALMART INCWMT709$113,3830.07%
68MANPOWERGROUP INC WISMAN1,351$99,0500.06%
69DUKE ENERGY CORP NEWDUKB1,117$98,5800.06%
70DOVER CORPDOV704$98,1870.06%
71UNITEDHEALTH GROUP INCUNH188$94,6670.06%
72SELECT SECTOR SPDR TR81369Y209715$92,0750.05%
73VANGUARD SPECIALIZED FUNDS921908844593$92,0720.05%
74VANGUARD WORLD FDS92204A207484$88,3870.05%
75BOEING COBA-PA450$86,1960.05%
76FISERV INCFISV732$82,6870.05%
77BP PLCBPPFF2,120$82,0760.05%
78SALESFORCE INCCRM400$81,1120.05%
79VANGUARD INDEX FDS922908363203$79,7070.05%
80VANGUARD INDEX FDS922908652513$73,5290.04%
81WELLS FARGO CO NEW9497461011,723$70,4040.04%
82SELECT SECTOR SPDR TR81369Y506777$70,2180.04%
83CSX CORPCSX2,091$64,3020.04%
84AMERICAN ELEC PWR CO INC025537101835$62,8190.04%
85NVIDIA CORPORATIONNVDA144$62,5600.04%
86ISHARES TR464287556510$62,3120.04%
87ENERGY TRANSFER L PET-PI4,411$61,8810.04%
88BRISTOL-MYERS SQUIBB COCELG-RI977$56,7060.03%
89BROOKFIELD INFRAST PARTNERSG162521011,912$56,2180.03%
90ISHARES TR464287614209$55,5920.03%
91LAM RESEARCH CORPLRCX86$54,1420.03%
92KELLANOVABEKE899$53,5000.03%
93CHENIERE ENERGY INCLNG314$52,1780.03%
94VANGUARD WHITEHALL FDS921946406497$51,3300.03%
95GE HEALTHCARE TECHNOLOGIES IGEHC744$50,5940.03%
96DBX ETF TR2330511431,278$50,0650.03%
97CATERPILLAR INCCAT172$46,9560.03%
98MERCK & CO INCMRK441$45,4490.03%
99SELECT SECTOR SPDR TR81369Y803271$44,4440.03%
100TYSON FOODS INCTSN845$42,6490.03%
101MOTOROLA SOLUTIONS INCMSI151$41,2040.02%
102ATI INCATI1,000$41,1500.02%
103PNC FINL SVCS GROUP INC693475105329$40,3860.02%
104FIDELITY NATL INFORMATION SV31620M106723$39,9650.02%
105OMEGA HEALTHCARE INVS INC6819361001,195$39,6230.02%
106PFIZER INCPFE1,182$39,2070.02%
107GENERAL MTRS CO37045V1001,156$38,1020.02%
108ISHARES TR464287457463$37,4900.02%
109ISHARES TR46435U5561,203$36,7400.02%
110NATIONAL GRID PLCNMPWP604$36,6190.02%
111FIRST TR EXCHANGE-TRADED FD33738R811525$35,5220.02%
112COMCAST CORP NEWCCZ800$35,4720.02%
113FIDELITY COVINGTON TRUST316092600574$34,7830.02%
114DTE ENERGY CODTK346$34,3150.02%
115SPDR SER TR78468R663369$33,8820.02%
116VANGUARD SCOTTSDALE FDS92206C102576$33,1780.02%
117SELECT SECTOR SPDR TR81369Y605992$32,9060.02%
118VODAFONE GROUP PLC NEW92857W3083,266$30,9590.02%
119BLACKSTONE INCBX285$30,5570.02%
120PRINCIPAL FINANCIAL GROUP INPFG391$28,1980.02%
121RPM INTL INC749685103297$28,1370.02%
122US BANCORP DELUSB-PS851$28,1270.02%
123GRANITESHARES GOLD TRBAR1,500$27,4200.02%
124COCA COLA COKO489$27,3500.02%
125SPDR INDEX SHS FDS78463X541477$26,5580.02%
126KINDER MORGAN INC DELEP-PC1,600$26,5280.02%
127MANULIFE FINL CORP56501R1061,434$26,2140.02%
128GSK PLCGLAXF719$26,0640.02%
129KROGER COKR569$25,4590.02%
130COLGATE PALMOLIVE COCL354$25,1460.01%
131SCHWAB CHARLES CORPSCHW-PJ454$24,9260.01%
132GOODYEAR TIRE & RUBR CO3825501012,000$24,8600.01%
133DISNEY WALT CO254687106306$24,8020.01%
134MASTERCARD INCORPORATEDMA63$24,7560.01%
135MEDTRONIC PLCMDT315$24,6840.01%
136JOHNSON & JOHNSONJNJ158$24,5600.01%
137HALLIBURTON COHAL600$24,3000.01%
138NOVARTIS AGNVSEF233$23,7340.01%
139EXACT SCIENCES CORP30063P105342$23,3320.01%
140TESLA INCTSLA93$23,2710.01%
141ONEOK INC NEWOKE367$23,2650.01%
142MARCUS CORP DELMCS1,500$23,2500.01%
143GUGGENHEIM STRATEGIC OPPORTUGOF1,562$23,0980.01%
144JANUS DETROIT STR TR47103U886461$22,1020.01%
145COTERRA ENERGY INCCTRA800$21,6400.01%
146INVESCO EXCHANGE TRADED FD TIVZ251$20,0310.01%
147VANGUARD INDEX FDS92290876987$18,4800.01%
148AMGEN INCAMGN68$18,3900.01%
149SPDR SER TR78464A763157$18,0570.01%
150ISHARES TR464287473170$17,7380.01%
151GLOBAL X FDS37954Y855308$16,9930.01%
152ETF SER SOLUTIONS26922A420351$16,8380.01%
153HEWLETT PACKARD ENTERPRISE CHPE-PC960$16,6750.01%
154PROSHARES TR74347G416413$15,3330.01%
155BANK MONTREAL QUE063671101181$15,2710.01%
156GILEAD SCIENCES INCGILD203$15,1970.01%
157TRANE TECHNOLOGIES PLCTT74$15,0160.01%
158GLOBAL X FDS37954Y889270$14,1180.01%
159META PLATFORMS INCMETA47$14,1100.01%
160FIRST TR EXCHANGE TRADED FD33734X150230$13,2090.01%
161DELL TECHNOLOGIES INCDELL188$12,9820.01%
162ISHARES TR46428764857$12,7770.01%
163SCHWAB STRATEGIC TR808524805371$12,6000.01%
164DT MIDSTREAM INCDTM222$11,7290.01%
165MONDELEZ INTL INC609207105169$11,6980.01%
166FIRSTENERGY CORPFE339$11,5950.01%
167CENCORA INCCOR63$11,2980.01%
168ISHARES TR46432F842170$10,9400.01%
169VANGUARD INDEX FDS92290862952$10,8290.01%
170ISHARES TR464287481118$10,7800.01%
171AMERICAN TOWER CORP NEW03027X10065$10,7360.01%
172FIRST TR EXCHANGE TRADED FD33734X168170$10,7160.01%
173EATON CORP PLCETN50$10,6640.01%
174BCE INCBCPPF277$10,5820.01%
175VANGUARD INTL EQUITY INDEX F922042858268$10,5090.01%
176HARLEY DAVIDSON INCHOG308$10,1910.01%
177EXCHANGE TRADED CONCEPTS TR301505707202$10,1870.01%
178PINTEREST INCPINS350$9,4610.01%
179ARISTA NETWORKS INCANET50$9,1970.01%
180ISHARES TR46434V613200$8,7430.01%
181SPOTIFY TECHNOLOGY S ASPOT55$8,5060.01%
182TOLL BROTHERS INCTOL108$7,9880.00%
183AMEREN CORPAEE103$7,7020.00%
184INVESCO EXCHANGE TRADED FD TIVZ100$7,6990.00%
185PRUDENTIAL FINL INCPUKPF81$7,6400.00%
186CLOUDFLARE INCNET120$7,5650.00%
187XPO INCXPO100$7,4660.00%
188LAMB WESTON HLDGS INCLW70$6,4820.00%
189TAKE-TWO INTERACTIVE SOFTWARTTWO45$6,3180.00%
190ISHARES TR46428720015$6,2450.00%
191SIREN ETF TR829658202322$6,1110.00%
192SNOWFLAKE INCSNOW40$6,1110.00%
193INVESCO ACTVELY MNGD ETC FDIVZ393$5,8760.00%
194SUMMIT MATLS INC86614U100188$5,8550.00%
195INVESCO EXCHANGE TRADED FD TIVZ70$5,3710.00%
196ATLASSIAN CORPORATIONTEAM26$5,2400.00%
197SIX FLAGS ENTMT CORP NEW83001A102200$4,7020.00%
198ISHARES INC46434G76489$4,4350.00%
199ZOOM VIDEO COMMUNICATIONS INZM60$4,1970.00%
200ARK ETF TR00214Q500206$4,1860.00%
201SPDR SER TR78468R65560$4,0220.00%
202INVENTRUST PPTYS CORP46124J201153$3,6520.00%
203DIGITAL WORLD ACQUISITION CODJTWW217$3,5640.00%
204LUMEN TECHNOLOGIES INCLUMN2,444$3,4710.00%
205DIGITALOCEAN HLDGS INCDOCN140$3,3650.00%
206ADVANCED MICRO DEVICES INCAMD30$3,0850.00%
207KOHLS CORPKSS137$2,8740.00%
208UNITED STS OIL FD LPUNTCW35$2,8310.00%
209SPDR SER TR78468R85375$2,7680.00%
210PRECIGEN INCPGEN1,800$2,5560.00%
211BROADCOM INCAVGO3$2,4920.00%
212ALNYLAM PHARMACEUTICALS INCALNY14$2,4800.00%
213TILRAY BRANDS INCTLRY1,000$2,3900.00%
214QUALCOMM INCQCOM20$2,2220.00%
215JOHNSON CTLS INTL PLCG5150210541$2,1820.00%
216REGAL REXNORD CORPORATIONRRX15$2,1440.00%
217VERTEX PHARMACEUTICALS INCVRTX6$2,0870.00%
218ADOBE INCADBE4$2,0400.00%
219GOLDMAN SACHS GROUP INCGSCE6$1,9420.00%
220ISHARES TR46428876016$1,7420.00%
221O-I GLASS INCOI103$1,7240.00%
222PLUG POWER INCPLUG224$1,7030.00%
223BALLARD PWR SYS INC NEWBALL463$1,7000.00%
224ASTRAZENECA PLCAZN25$1,6930.00%
225ULTA BEAUTY INCULTA4$1,5980.00%
226BARCLAYS BANK PLC06748F32468$1,5860.00%
227FREEPORT-MCMORAN INCFCX40$1,4920.00%
228HUNTINGTON BANCSHARES INCHBANP140$1,4560.00%
229GRAINGER W W INC3848021042$1,3840.00%
230ASHFORD HOSPITALITY TR INCAHT-PD550$1,3150.00%
231RAYMOND JAMES FINL INC75473010913$1,3060.00%
232UNITED AIRLS HLDGS INCUNTCW30$1,2690.00%
233NOVOCURE LTDNVCR70$1,1310.00%
234GENERAC HLDGS INCGNRC10$1,0900.00%
235MASIMO CORPMASI12$1,0530.00%
236LOCKHEED MARTIN CORPLMT2$9000.00%
237ISHARES TR46428881018$8810.00%
238PAYPAL HLDGS INCPYPL15$8770.00%
239AMPHENOL CORP NEW03209510110$8400.00%
240TYLER TECHNOLOGIES INCTYL2$7730.00%
241LANDS END INC NEWLE97$7250.00%
242SONY GROUP CORPSNEJF8$6600.00%
243RTX CORPORATIONRTX9$6290.00%
244HELEN OF TROY LTDHELE5$5830.00%
245ACCURAY INCARAY181$4930.00%
246NORTHROP GRUMMAN CORPNOC1$4670.00%
247L3HARRIS TECHNOLOGIES INCLHX1$1870.00%
248KENVUE INCKVUE8$1610.00%
249PROSHARES TR74347G7394$560.00%
250AURORA CANNABIS INCACB72$430.00%
251WASTE MGMT INC DEL94106L1090$370.00%