Live Markets
Saturday, September 12, 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

Lineweaver Wealth Advisors, LLC

Quarter ended Q3 2023 · Filed July 27, 2023 · Accession 0001085146-23-002909

Total Value
$350.7M
Positions
121
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (121)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200121,535$54.2M15.45%
2ISHARES TR46432F339200,416$27.0M7.71%
3ISHARES TR46429B697293,248$21.8M6.22%
4APPLE INCAAPL74,213$14.4M4.11%
5ISHARES TR464288885145,985$13.9M3.97%
6ISHARES TR464288638226,356$11.4M3.26%
7ISHARES TR464288588122,654$11.4M3.26%
8INNOVATOR ETFS TRINHD355,752$11.3M3.21%
9ISHARES TR46429B267488,666$11.2M3.19%
10ISHARES TR46435G425102,738$10.0M2.86%
11ISHARES TR464288877196,839$9.6M2.75%
12ISHARES TR46434V621155,135$8.0M2.28%
13ISHARES TR46428710133,793$7.0M2.00%
14FIDELITY COVINGTON TRUST316092840156,843$6.2M1.78%
15MICROSOFT CORPMSFT17,505$6.0M1.70%
16FIDELITY COMWLTH TR31591280886,830$4.7M1.34%
17PROCTER AND GAMBLE CO74271810927,578$4.2M1.19%
18INNOVATOR ETFS TRINHD121,831$4.1M1.16%
19ISHARES TR46428724231,769$3.4M0.98%
20BERKSHIRE HATHAWAY INC DELBRK-A9,575$3.3M0.93%
21FIRST TR EXCHANGE-TRADED FD33738R50667,591$3.2M0.91%
22AMAZON COM INCAMZN22,130$2.9M0.82%
23UNITEDHEALTH GROUP INCUNH5,928$2.9M0.81%
24JOHNSON & JOHNSONJNJ17,130$2.8M0.81%
25ISHARES TR46428780426,801$2.7M0.76%
26UNILEVER PLCUNLYF49,751$2.6M0.74%
27JPMORGAN CHASE & COVYLD17,053$2.5M0.71%
28MERCK & CO INCMRK21,414$2.5M0.70%
29MCDONALDS CORPMCD8,055$2.4M0.69%
30PROGRESSIVE CORP74331510317,901$2.4M0.68%
31MONDELEZ INTL INC60920710532,334$2.4M0.67%
32WALMART INCWMT14,672$2.3M0.66%
33PFIZER INCPFE62,635$2.3M0.66%
34INNOVATOR ETFS TRINHD72,104$2.2M0.64%
35INTERNATIONAL BUSINESS MACHSINTR16,523$2.2M0.63%
36ALPHABET INCGOOG18,210$2.2M0.62%
37ISHARES TR46432F84231,799$2.1M0.61%
38BRISTOL-MYERS SQUIBB COCELG-RI33,541$2.1M0.61%
39CVS HEALTH CORPCVS30,158$2.1M0.59%
40PEPSICO INCPEP10,453$1.9M0.55%
41HOME DEPOT INCHD5,866$1.8M0.52%
42CONOCOPHILLIPSCOP17,412$1.8M0.51%
43TESLA INCTSLA6,790$1.8M0.51%
44INNOVATOR ETFS TRINHD56,675$1.7M0.48%
45ISHARES TR46428717615,641$1.7M0.48%
46UNITED PARCEL SERVICE INCUPS9,087$1.6M0.46%
47MOODYS CORPMCO4,637$1.6M0.46%
48VISA INCV6,669$1.6M0.45%
49BLACKROCK INCBLK2,143$1.5M0.42%
50INNOVATOR ETFS TRINHD47,894$1.5M0.42%
51ISHARES TR46435G33445,235$1.5M0.42%
52CISCO SYS INCCSCO27,257$1.4M0.40%
53INNOVATOR ETFS TRINHD40,030$1.4M0.40%
54STANLEY BLACK & DECKER INCSWK14,107$1.3M0.38%
55HASBRO INCHAS20,305$1.3M0.38%
56SPDR SER TR78464A79733,553$1.2M0.34%
57COSTCO WHSL CORP NEW22160K1052,207$1.2M0.34%
58INNOVATOR ETFS TRINHD37,066$1.1M0.33%
59ISHARES TR46435G47444,612$1.1M0.32%
60MIDDLEFIELD BANC CORP59630420439,402$1.1M0.30%
61MCKESSON CORPMCK2,469$1.1M0.30%
62CHEVRON CORP NEWCVX6,614$1.0M0.30%
63NVIDIA CORPORATIONNVDA2,432$1.0M0.29%
64RITHM CAPITAL CORPRITM-PF106,536$996,1200.28%
65CINTAS CORPCTAS1,966$977,3430.28%
66COCA COLA COKO15,125$910,7750.26%
67NORFOLK SOUTHN CORP6558441083,975$903,5130.26%
68INNOVATOR ETFS TRINHD26,319$888,8020.25%
69THERMO FISHER SCIENTIFIC INCTMO1,666$869,3860.25%
70EXXON MOBIL CORPXOM7,845$841,7240.24%
71LINCOLN ELEC HLDGS INC5339001064,013$797,2380.23%
72DUKE ENERGY CORP NEWDUKB8,727$783,6680.22%
73ISHARES TR46428868724,356$753,3190.21%
74DOLLAR TREE INCDLTR5,140$737,5960.21%
75PHILLIPS 66PSX7,445$710,4070.20%
76ISHARES TR46434V40716,928$701,6240.20%
77TIDAL ETF TR88636479325,649$650,1030.19%
78VANGUARD SCOTTSDALE FDS92206C8708,215$649,2690.19%
79QUALCOMM INCQCOM5,437$648,4850.18%
80NETFLIX INCNFLX1,430$629,9000.18%
81TEXAS INSTRS INC8825081043,474$627,5830.18%
82ISHARES TR46434V61313,448$611,5320.17%
83ALPHABET INCGOOG4,699$568,4830.16%
84PNC FINL SVCS GROUP INC6934751054,059$511,5690.15%
85FIRST TR EXCHANGE-TRADED FD33733E3023,117$508,0400.14%
86BANK AMERICA CORP06050510416,300$467,5980.13%
87ISHARES TR4642871504,607$450,7830.13%
88ISHARES TR4642871683,803$430,8390.12%
89LULULEMON ATHLETICA INCLULU1,104$417,8670.12%
90LOCKHEED MARTIN CORPLMT874$403,0590.11%
91MASTERCARD INCORPORATEDMA1,018$401,0660.11%
92AMERICAN EQTY INVT LIFE HLD0256762067,289$379,8530.11%
93FORD MTR CO DEL34537086024,321$367,9640.10%
94AT&T INCT-PC22,982$366,5920.10%
95SALESFORCE INCCRM1,726$364,6330.10%
96FIDELITY COVINGTON TRUST3160928082,771$362,0120.10%
97INVESCO EXCHANGE TRADED FD TIVZ2,417$361,5480.10%
98ABBVIE INCABBV2,451$330,2810.09%
99ISHARES TR4642886466,525$327,3960.09%
100AMGEN INCAMGN1,420$315,7540.09%
101INVESCO EXCH TRD SLF IDX FDIVZ15,339$315,5290.09%
102SPDR SER TR78468R6633,236$297,2170.08%
103HONEYWELL INTL INC4385161061,423$295,4030.08%
104STARBUCKS CORPSBUX2,840$281,3500.08%
105SPROTT PHYSICAL GOLD TRSII18,615$277,7360.08%
106VMWARE INC9285634021,798$258,3600.07%
107VERIZON COMMUNICATIONS INCVZ6,794$252,6730.07%
108VANGUARD INDEX FDS922908736873$246,9200.07%
109INVESCO EXCH TRD SLF IDX FDIVZ10,881$219,0130.06%
110AMERICAN EXPRESS COAXP1,254$218,3540.06%
111DISNEY WALT CO2546871062,427$216,7930.06%
112DEERE & CODE528$213,9000.06%
113ALTRIA GROUP INCMO4,589$207,9190.06%
114CHIPOTLE MEXICAN GRILL INCCMG95$203,2050.06%
115NIKE INCNKE1,831$202,1030.06%
116INVESCO EXCH TRD SLF IDX FDIVZ10,604$200,8950.06%
117NEW YORK CMNTY BANCORP INC64944510316,553$186,0560.05%
118HERCULES CAPITAL INCHCXY12,570$186,0190.05%
119KEYCORP49326710812,693$117,3000.03%
120PROSPECT CAP CORPPSEC-PA35,000$34,4630.01%
121BAKKT HOLDINGS INCBKKT-WT13,170$16,1990.00%