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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 2025 · Filed October 14, 2025 · Accession 0002085853-25-000079

Total Value
$554.4M
Positions
191
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (191)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720078,719$52.7M9.50%
2VANGUARD INDEX FDS922908744198,311$37.0M6.67%
3FIDELITY MERRIMACK STR TR316188309697,882$32.3M5.82%
4FIDELITY COVINGTON TRUST31609A404824,344$29.1M5.25%
5VANGUARD INDEX FDS92290873659,716$28.6M5.17%
6PIMCO ETF TR72201R5851,043,844$28.0M5.05%
7SPDR INDEX SHS FDS78463X848479,576$16.7M3.02%
8SPDR S&P MIDCAP 400 ETF TRMDY24,942$14.9M2.68%
9NVIDIA CORPORATIONNVDA67,387$12.6M2.27%
10VANGUARD INDEX FDS92290876937,757$12.4M2.23%
11APPLE INCAAPL48,410$12.3M2.22%
12J P MORGAN EXCHANGE TRADED F46641Q241261,999$12.2M2.21%
13PIMCO ETF TR72201R866191,195$10.0M1.80%
14J P MORGAN EXCHANGE TRADED F46641Q647196,984$9.9M1.79%
15MICROSOFT CORPMSFT19,142$9.9M1.79%
16SPDR SERIES TRUST78464A649310,489$8.0M1.45%
17SPDR SERIES TRUST78464A80597,848$7.9M1.42%
18SPDR INDEX SHS FDS78463X509144,663$6.8M1.22%
19FIRST TR EXCHANGE-TRADED ALP33734Y10961,881$6.7M1.22%
20ALPHABET INCGOOG25,051$6.1M1.10%
21BERKSHIRE HATHAWAY INC DELBRK-A12,009$6.0M1.09%
22AMAZON COM INCAMZN27,058$5.9M1.07%
23BROADCOM INCAVGO17,784$5.9M1.06%
24EXXON MOBIL CORPXOM51,007$5.8M1.04%
25WALMART INCWMT51,167$5.3M0.95%
26ORACLE CORPORCL-PD18,111$5.1M0.92%
27J P MORGAN EXCHANGE TRADED F46641Q65496,321$4.9M0.89%
28WILLIAMS COS INC96945710069,016$4.4M0.79%
29JPMORGAN CHASE & CO.VYLD13,555$4.3M0.77%
30FRANKLIN TEMPLETON ETF TRFGDL168,779$4.2M0.75%
31META PLATFORMS INCMETA5,538$4.1M0.73%
32ELI LILLY & COLLY5,142$3.9M0.71%
33MCDONALDS CORPMCD12,464$3.8M0.68%
34RTX CORPORATIONRTX21,946$3.7M0.66%
35BANK AMERICA CORP06050510468,117$3.5M0.63%
36FRANKLIN TEMPLETON ETF TRFGDL145,000$3.4M0.62%
37SEI INVTS CO78411710337,504$3.2M0.57%
38CHEVRON CORP NEWCVX20,118$3.1M0.56%
39ABBVIE INCABBV13,408$3.1M0.56%
40CISCO SYS INCCSCO45,133$3.1M0.56%
41HOME DEPOT INCHD7,414$3.0M0.54%
42GE AEROSPACE3696043019,753$2.9M0.53%
43AMERICAN RLTY INVS INC029174109173,770$2.9M0.52%
44UBS GROUP AGUBS62,675$2.6M0.46%
45SPDR S&P 500 ETF TRSPY3,705$2.5M0.45%
46ETFS GOLD TR00326A10462,017$2.3M0.41%
47COSTCO WHSL CORP NEW22160K1052,384$2.2M0.40%
48PALANTIR TECHNOLOGIES INCPLTR11,966$2.2M0.39%
49CONOCOPHILLIPSCOP22,867$2.2M0.39%
50CATERPILLAR INCCAT4,432$2.1M0.38%
51EQUITY BANCSHARES INCEQBK49,501$2.0M0.36%
52VISA INCV5,669$1.9M0.35%
53GOLDMAN SACHS GROUP INCGSCE2,337$1.9M0.34%
54BUCKLE INCBKE30,900$1.8M0.33%
55UNITEDHEALTH GROUP INCUNH5,236$1.8M0.33%
56PLAINS ALL AMERN PIPELINE L726503105105,221$1.8M0.32%
57ISHARES TR46428722616,648$1.7M0.30%
58JOHNSON & JOHNSONJNJ8,973$1.7M0.30%
59PEPSICO INCPEP11,812$1.7M0.30%
60AMGEN INCAMGN5,791$1.6M0.29%
61VERIZON COMMUNICATIONS INCVZ36,626$1.6M0.29%
62NEXTERA ENERGY INCNEE-PW20,736$1.6M0.28%
63INTERNATIONAL BUSINESS MACHSINTR5,532$1.6M0.28%
64MASTERCARD INCORPORATEDMA2,690$1.5M0.28%
65BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.27%
66LINDE PLCLIN3,013$1.4M0.26%
67STRYKER CORPORATIONSYK3,855$1.4M0.26%
68ADVANCED MICRO DEVICES INCAMD8,786$1.4M0.26%
69PROCTER AND GAMBLE CO7427181099,250$1.4M0.26%
70ONEOK INC NEWOKE18,839$1.4M0.25%
71SELECT SECTOR SPDR TR81369Y86032,257$1.4M0.25%
72ALTRIA GROUP INCMO20,559$1.4M0.24%
73VANGUARD MUN BD FDS92290774623,282$1.2M0.21%
74GRAYSCALE BITCOIN TRUST ETFGBTC12,744$1.1M0.21%
75PHILLIPS 66PSX8,201$1.1M0.20%
76NETFLIX INCNFLX887$1.1M0.19%
77AT&T INCT-PC36,807$1.0M0.19%
78ALPHABET INCGOOG4,045$983,2990.18%
79ENBRIDGE INCENNPF18,109$913,7800.16%
80BP PLCBPPFF25,657$884,1330.16%
81ENERGY TRANSFER L PET-PI50,690$869,8460.16%
82NUVEEN MUNICIPAL CREDIT INCNU67,321$845,5520.15%
83COCA COLA COKO12,470$827,0100.15%
84INVESCO QQQ TRIVZ1,376$826,2890.15%
85FIDELITY COMWLTH TR3159128089,230$822,6290.15%
86SALESFORCE INCCRM3,317$786,1270.14%
87PROSHARES TR74347X8317,278$752,5190.14%
88UBER TECHNOLOGIES INCUBER7,420$726,9370.13%
89BOEING COBA-PA3,367$726,7620.13%
90INVESCO MUNICIPAL TRUSTVKQ74,716$721,0090.13%
91SPDR GOLD TRGLD1,917$681,4370.12%
92LOCKHEED MARTIN CORPLMT1,363$680,2290.12%
93MERCK & CO INCMRK8,066$676,9790.12%
94TESLA INCTSLA1,515$673,5360.12%
95BRISTOL-MYERS SQUIBB COCELG-RI14,847$669,6000.12%
96EATON VANCE TAX-MANAGED BUY-ETN46,649$664,7480.12%
97SOUTHERN COSOMN6,884$652,3970.12%
98EXCHANGE TRADED CONCEPTS TRU30150566516,833$650,9000.12%
99FORD MTR CO34537086052,248$624,8860.11%
100CARDINAL HEALTH INCCAH3,915$614,4980.11%
101FORTINET INCFTNT7,206$605,8800.11%
102ENTERPRISE PRODS PARTNERS L29379210718,914$591,4270.11%
103TRUIST FINL CORP89832Q10912,624$577,1690.10%
104STERLING INFRASTRUCTURE INCSTRL1,680$570,6620.10%
105INVESCO MUN OPPORTUNITY TRIVZ58,290$563,6640.10%
106THERMO FISHER SCIENTIFIC INCTMO1,122$544,1920.10%
107DEVON ENERGY CORP NEW25179M10315,411$540,3100.10%
108INVESCO EXCHANGE TRADED FD TIVZ2,838$538,3070.10%
109EOG RES INCEOG4,728$530,1030.10%
110SHOPIFY INCSHOP3,557$528,6060.10%
111EXCHANGE TRADED CONCEPTS TRU30150569913,877$514,3610.09%
112ISHARES TR4642871503,425$498,8730.09%
113SPDR SERIES TRUST78468R78810,972$482,7680.09%
114TEXAS INSTRS INC8825081042,613$480,0860.09%
115PROSHARES TR74347X8644,242$472,9410.09%
116BLACKSTONE INCBX2,762$471,8880.09%
117STRATEGY INCSTRK1,450$467,2050.08%
118AMPLIFY ETF TR0321085577,200$458,5340.08%
119HONEYWELL INTL INC4385161062,112$444,5760.08%
120TARGET CORPTGT4,859$435,8240.08%
121UNITED PARCEL SERVICE INCUPS5,061$422,7450.08%
122PFIZER INCPFE16,148$411,4510.07%
123INTEL CORPINTC12,244$410,7860.07%
124VISTRA CORPVST2,092$409,9310.07%
125CSX CORPCSX11,520$409,0750.07%
126NUVEEN QUALITY MUNCP INCOMENU34,850$407,4010.07%
127EATON VANCE TAX ADVT DIV INCETN16,637$406,7750.07%
128ARES CAPITAL CORPARCC19,852$405,1790.07%
129COMMERCE BANCSHARES INCCBSH6,661$398,0610.07%
130ISHARES TR4642884143,716$395,7170.07%
131VANGUARD WORLD FD92204A702530$395,7140.07%
132SPROTT ASSET MANAGEMENT LPSII13,289$393,6200.07%
133MONDELEZ INTL INC6092071056,185$386,3770.07%
134REGIONS FINANCIAL CORP NEWRF-PF14,636$385,9510.07%
135WELLS FARGO CO NEW9497461014,556$381,8760.07%
136RANGE RES CORPRRC10,048$378,2070.07%
137LAM RESEARCH CORPLRCX2,754$368,7610.07%
138ARK ETF TR00214Q1044,081$352,1900.06%
139ISHARES SILVER TRSLV8,301$351,7130.06%
140PHILIP MORRIS INTL INC7181721092,160$350,3520.06%
141AGNICO EAGLE MINES LTDAEM2,059$347,0650.06%
142QUALCOMM INCQCOM2,058$342,3740.06%
143CONSOLIDATED EDISON INCED3,400$341,7680.06%
144GENERAL DYNAMICS CORPGD1,000$341,0000.06%
145WHEATON PRECIOUS METALS CORPWPM3,025$338,3160.06%
146GENERAL MLS INC3703341046,637$334,6380.06%
147MICRON TECHNOLOGY INCMU1,869$312,7210.06%
148US BANCORP DELUSB-PS6,372$307,9590.06%
149VALERO ENERGY CORPVLO1,803$306,9790.06%
150NOVARTIS AGNVSEF2,340$300,0820.05%
151PIMCO MUN INCOME FD II72200W10637,400$295,8340.05%
152KIMBERLY-CLARK CORPKMB2,369$294,5610.05%
153SELECT SECTOR SPDR TR81369Y6055,396$290,6660.05%
154GE VERNOVA INCGEV470$289,0030.05%
155GARMIN LTDGRMN1,155$284,3840.05%
156DEERE & CODE607$277,5570.05%
157J P MORGAN EXCHANGE TRADED F46641Q1343,732$274,4280.05%
158SPROTT ETF TRUSTSII4,425$274,3500.05%
159PLAINS GP HLDGS L PPAGP14,850$270,8640.05%
160KROGER COKR4,007$270,0840.05%
161APOLLO GLOBAL MGMT INC03769M1062,000$266,5400.05%
162GILEAD SCIENCES INCGILD2,382$264,4020.05%
163HCA HEALTHCARE INCHCA608$259,1300.05%
164PIMCO CORPORATE & INCOME OPPPTY17,847$257,7110.05%
165CONNECTONE BANCORP INCCNOBP10,385$257,6520.05%
166DIAMONDBACK ENERGY INCFANG1,788$255,8630.05%
167PAN AMERN SILVER CORP6979001086,564$254,2240.05%
168FASTENAL COFAST5,041$247,2110.04%
169PUBLIC SVC ENTERPRISE GRP IN7445731062,922$243,8700.04%
170CAMECO CORPCCJ2,833$237,5750.04%
171EVERGY INCEVRG3,095$235,2820.04%
172SCHLUMBERGER LTDSLB6,777$232,9250.04%
173CHENIERE ENERGY PARTNERS LPLNG4,300$231,4260.04%
174SCHWAB STRATEGIC TR8085247978,364$228,3370.04%
175OTTER TAIL CORPOTTR2,779$227,7950.04%
176KINDER MORGAN INC DELEP-PC7,966$225,5170.04%
177PALO ALTO NETWORKS INCPANW1,045$212,7830.04%
178HERSHEY COHSY1,108$207,2510.04%
179UNION PAC CORPUNP866$204,8050.04%
180INCYTE CORPINCY2,400$203,5440.04%
181SELECT SECTOR SPDR TR81369Y803720$202,9660.04%
182PAYCHEX INCPAYX1,599$202,6890.04%
183OKLO INCOKLO1,805$201,4920.04%
184VANGUARD TAX-MANAGED FDS9219438583,360$201,3520.04%
185ROYAL GOLD INCRGLD1,000$200,5800.04%
186INVESCO TR INVT GRADE MUNSIVZ15,737$159,2580.03%
187EATON VANCE MUN BD FDETN12,611$125,3530.02%
188NUVEEN FLOATING RATE INCOME67072T10811,741$96,0410.02%
189PIMCO INCOME STRATEGY FD II72201J10412,000$91,0800.02%
190CAPITOL FED FINL INC14057J10112,392$78,6890.01%
191NORTHERN DYNASTY MINERALS LT66510M20415,000$18,0000.00%