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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

LVW Advisors, LLC

Quarter ended Q3 2024 · Filed October 9, 2024 · Accession 0001085146-24-004746

Total Value
$785.6M
Positions
309
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (309)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247971,185,633$100.2M12.76%
2ISHARES TR46434V8031,687,128$59.8M7.61%
3VANGUARD SCOTTSDALE FDS92206C680466,478$45.0M5.73%
4ISHARES TR46429B747354,325$35.9M4.57%
5VANGUARD INDEX FDS92290873683,220$32.0M4.07%
6APPLE INCAAPL127,411$29.7M3.78%
7SCHWAB STRATEGIC TR808524862528,070$25.9M3.29%
8VANGUARD BD INDEX FDS921937819271,519$21.3M2.71%
9SCHWAB STRATEGIC TR808524300167,347$17.4M2.22%
10CAPITAL GROUP GBL GROWTH EQT14020X104541,323$16.3M2.08%
11MICROSOFT CORPMSFT31,142$13.4M1.71%
12CAPITAL GROUP INTERNATIONAL14021M107374,470$11.4M1.45%
13VANGUARD SCOTTSDALE FDS92206C664120,741$10.8M1.37%
14VANGUARD BD INDEX FDS921937827132,724$10.4M1.33%
15ISHARES TR46434V613213,150$10.0M1.28%
16NVIDIA CORPORATIONNVDA70,482$8.6M1.09%
17AMAZON COM INCAMZN42,761$8.0M1.01%
18ISHARES TR46428858875,047$7.2M0.92%
19BROADCOM INCAVGO40,735$7.0M0.89%
20ISHARES TR46428815864,384$6.8M0.87%
21BERKSHIRE HATHAWAY INC DELBRK-A14,372$6.6M0.84%
22ISHARES TR46428780454,179$6.3M0.81%
23ALPHABET INCGOOG37,716$6.3M0.80%
24JPMORGAN CHASE & CO.VYLD29,665$6.3M0.80%
25VISA INCV19,303$5.3M0.68%
26VANGUARD MUN BD FDS922907746101,440$5.2M0.66%
27SPDR INDEX SHS FDS78463X47578,806$5.1M0.65%
28META PLATFORMS INCMETA8,863$5.1M0.65%
29ALPHABET INCGOOG29,913$5.0M0.63%
30APPLE INCAAPL20,000$4.7M0.59%
31ABBVIE INCABBV23,252$4.6M0.58%
32VANGUARD TAX-MANAGED FDS92194385881,591$4.3M0.55%
33ALTRIA GROUP INCMO73,493$3.8M0.48%
34HOME DEPOT INCHD9,136$3.7M0.47%
35SCHWAB STRATEGIC TR80852460769,869$3.6M0.46%
36ISHARES TR46428864666,591$3.5M0.45%
37GENERAL DYNAMICS CORPGD11,244$3.4M0.43%
38CHUBB LIMITEDCB11,754$3.4M0.43%
39MASTERCARD INCORPORATEDMA6,504$3.2M0.41%
40JOHNSON & JOHNSONJNJ19,111$3.1M0.39%
41PEPSICO INCPEP18,058$3.1M0.39%
42ISHARES TR46428865327,948$3.1M0.39%
43ISHARES TR46429B267128,233$3.0M0.38%
44ELI LILLY & COLLY3,299$2.9M0.37%
45ISHARES INC46434G76447,566$2.9M0.37%
46US BANCORP DELUSB-PS58,264$2.7M0.34%
47CISCO SYS INCCSCO48,848$2.6M0.33%
48ISHARES TR46428765511,707$2.6M0.33%
49PAYCHEX INCPAYX19,184$2.6M0.33%
50BROADSTONE NET LEASE INCBNL127,190$2.4M0.31%
51MCDONALDS CORPMCD7,882$2.4M0.31%
52ISHARES U S ETF TR46431W50744,767$2.3M0.29%
53AMGEN INCAMGN7,056$2.3M0.29%
54VANGUARD INDEX FDS9229083634,303$2.3M0.29%
55SCHWAB STRATEGIC TR80852480555,059$2.3M0.29%
56CINTAS CORPCTAS10,896$2.2M0.29%
57EXXON MOBIL CORPXOM19,113$2.2M0.29%
58COCA COLA COKO30,764$2.2M0.28%
59VERIZON COMMUNICATIONS INCVZ47,793$2.1M0.27%
60DUKE ENERGY CORP NEWDUKB17,954$2.1M0.26%
61ISHARES TR46428772113,539$2.1M0.26%
62SPDR S&P 500 ETF TRSPY3,534$2.0M0.26%
63WALMART INCWMT24,689$2.0M0.25%
64LENNOX INTL INC5261071073,035$1.8M0.23%
65COSTCO WHSL CORP NEW22160K1052,058$1.8M0.23%
66NOVO-NORDISK A SNONOF15,244$1.8M0.23%
67SCHWAB STRATEGIC TR80852487033,780$1.8M0.23%
68SCHWAB STRATEGIC TR80852475548,283$1.8M0.23%
69HCA HEALTHCARE INCHCA4,384$1.8M0.23%
70VANGUARD INDEX FDS9229087696,251$1.8M0.23%
71UNITEDHEALTH GROUP INCUNH2,960$1.7M0.22%
72COMCAST CORP NEWCCZ40,759$1.7M0.22%
73ISHARES TR46428888515,393$1.7M0.21%
74TESLA INCTSLA6,319$1.7M0.21%
75MEDTRONIC PLCMDT18,349$1.7M0.21%
76TAIWAN SEMICONDUCTOR MFG LTD8740391009,398$1.6M0.21%
77S&P GLOBAL INCSPGI3,144$1.6M0.21%
78GILEAD SCIENCES INCGILD18,819$1.6M0.20%
79WEC ENERGY GROUP INCWEC16,082$1.5M0.20%
80PNC FINL SVCS GROUP INC6934751058,276$1.5M0.19%
81SCHWAB STRATEGIC TR80852483932,140$1.5M0.19%
82SOUTHERN COSOMN16,818$1.5M0.19%
83BANK AMERICA CORP06050510437,850$1.5M0.19%
84ISHARES TR46428887726,100$1.5M0.19%
85AMERICAN ELEC PWR CO INC02553710114,430$1.5M0.19%
86PULTE GROUP INC74586710110,209$1.5M0.19%
87PROCTER AND GAMBLE CO7427181098,258$1.4M0.18%
88SAP SESAPGF6,240$1.4M0.18%
89FERRARI N VRACE2,949$1.4M0.18%
90ASTRAZENECA PLCAZN17,526$1.4M0.17%
91VANGUARD WHITEHALL FDS92194640610,480$1.3M0.17%
92CHEVRON CORP NEWCVX8,983$1.3M0.17%
93MORGAN STANLEYMS-PQ12,654$1.3M0.17%
94RTX CORPORATIONRTX10,878$1.3M0.17%
95KIMBERLY-CLARK CORPKMB8,931$1.3M0.16%
96ANEBULO PHARMACEUTICALS INCANEB641,039$1.2M0.16%
97PARKER-HANNIFIN CORPPH1,952$1.2M0.16%
98MASCO CORPMAS14,525$1.2M0.16%
99TOTALENERGIES SETTE18,734$1.2M0.15%
100COOPER COS INC21664850110,591$1.2M0.15%
101NETFLIX INCNFLX1,615$1.1M0.15%
102ASML HOLDING N VASMLF1,354$1.1M0.14%
103BENTLEY SYS INCBSY22,183$1.1M0.14%
104EOG RES INCEOG8,936$1.1M0.14%
105MOODYS CORPMCO2,268$1.1M0.14%
106EQUIFAX INCEFX3,644$1.1M0.14%
107BANK NEW YORK MELLON CORP06405810014,818$1.1M0.14%
108FAIR ISAAC CORPFICO542$1.1M0.13%
109TARGET CORPTGT6,721$1.0M0.13%
110POOL CORPPOOL2,716$1.0M0.13%
111CATERPILLAR INCCAT2,614$1.0M0.13%
112METLIFE INCMET-PF12,331$1.0M0.13%
113TERADYNE INCTER7,554$1.0M0.13%
114DEERE & CODE2,385$995,3330.13%
115LOWES COS INC5486611073,567$966,1220.12%
116AMERICAN EXPRESS COAXP3,550$962,8290.12%
117LPL FINL HLDGS INC50212V1004,088$950,9920.12%
118NORDSON CORPNDSN3,620$950,7210.12%
119BERKLEY W R CORPWRB-PH16,727$948,9230.12%
120WATSCO INCWSO-B1,926$947,3610.12%
121INTERACTIVE BROKERS GROUP IN45841N1076,790$946,2550.12%
122ZEBRA TECHNOLOGIES CORPORATIZBRA2,533$938,0210.12%
123TRUIST FINL CORP89832Q10921,120$903,3030.11%
124ABBOTT LABSABLZF7,888$899,3390.11%
125MERCK & CO INCMRK7,820$888,0020.11%
126ASPEN TECHNOLOGY INC29109X1063,703$884,3510.11%
127DBX ETF TR23305120020,472$860,2480.11%
128ROLLINS INCROL16,991$859,4050.11%
129HP INCHPQ23,884$856,7200.11%
130BRIGHT HORIZONS FAM SOL IN D1091941006,084$852,5510.11%
131VICI PPTYS INC92565210924,861$828,1200.11%
132ZURN ELKAY WATER SOLNS CORP98983L10823,023$827,4470.11%
133PUBLIC SVC ENTERPRISE GRP IN7445731069,252$825,3710.11%
134CENCORA INCCOR3,666$825,1440.11%
135MSCI INCMSCI1,402$817,2680.10%
136APPLIED MATLS INC0382221054,038$815,8780.10%
137ALLEGION PLCALLE5,507$802,5910.10%
138BROADRIDGE FINL SOLUTIONS IN11133T1033,719$799,6970.10%
139HENRY JACK & ASSOC INC4262811014,497$793,9010.10%
140CHOICE HOTELS INTL INC1699051066,038$786,7520.10%
141UNIVERSAL DISPLAY CORPOLED3,741$785,2360.10%
142DOMINOS PIZZA INCDPZ1,742$749,3040.10%
143UNION PAC CORPUNP3,015$743,1500.09%
144SAIA INCSAIA1,645$719,2930.09%
145INTUITIVE SURGICAL INCISRG1,429$702,0250.09%
146EQUITY RESIDENTIALEQR9,414$700,9670.09%
147PRUDENTIAL FINL INCPUKPF5,760$697,5360.09%
148EXPONENT INCEXPO6,040$696,2920.09%
149FIFTH THIRD BANCORPFITBM16,128$690,9240.09%
150CHARLES RIV LABS INTL INC1598641073,468$683,0920.09%
151LYONDELLBASELL INDUSTRIES NLYB7,081$679,0680.09%
152PHILIP MORRIS INTL INC7181721095,579$677,2910.09%
153OLD DOMINION FREIGHT LINE INODFL3,303$656,1080.08%
154DIAGEO PLCDGEAF4,638$650,9380.08%
155BLACKROCK INCBLK682$647,6410.08%
156LOCKHEED MARTIN CORPLMT1,107$646,9390.08%
157TRAVELERS COMPANIES INCTRV2,754$644,7670.08%
158RELX PLCRLXXF13,554$643,2730.08%
1593M COMMM4,636$633,7430.08%
160BEST BUY INCBBY6,063$626,3080.08%
161CHEMED CORP NEWCHE1,040$625,0090.08%
162UNITED PARCEL SERVICE INCUPS4,511$615,0060.08%
163RESMED INCRSMDF2,511$612,9860.08%
164GOLDMAN SACHS GROUP INCGSCE1,229$608,4910.08%
165BJS WHSL CLUB HLDGS INC05550J1017,346$605,8990.08%
166TELEDYNE TECHNOLOGIES INCTDY1,381$604,4090.08%
167BRISTOL-MYERS SQUIBB COCELG-RI11,623$601,3840.08%
168SCOTTS MIRACLE-GRO COSMG6,934$601,1780.08%
169MERCADOLIBRE INCMELI290$595,0690.08%
170SITEONE LANDSCAPE SUPPLY INCSITE3,942$594,8880.08%
171CARRIER GLOBAL CORPORATIONCARR7,390$594,8220.08%
172THOR INDS INC8851601015,265$578,5710.07%
173STATE STR CORPSTT-PG6,431$568,9510.07%
174JACOBS SOLUTIONS INCJ4,334$567,3210.07%
175ECOLAB INCECL2,205$563,0030.07%
176THERMO FISHER SCIENTIFIC INCTMO910$562,8990.07%
177ADOBE INCADBE1,077$557,6500.07%
178CONSTELLATION BRANDS INCSTZ2,154$555,0650.07%
179PALANTIR TECHNOLOGIES INCPLTR14,908$554,5780.07%
180HARTFORD FINL SVCS GROUP INCHIG-PG4,668$549,0040.07%
181KNIFE RIVER CORPKNF6,027$538,7540.07%
182CONSOLIDATED EDISON INCED5,151$536,3740.07%
183ORACLE CORPORCL-PD3,021$514,7790.07%
184ISHARES TR4642882574,267$510,1200.06%
185SALESFORCE INCCRM1,846$505,2690.06%
186COLGATE PALMOLIVE COCL4,791$497,3540.06%
187EDISON INTL2810201075,706$496,9360.06%
188HONEYWELL INTL INC4385161062,373$490,5230.06%
189BLACKSTONE INCBX3,183$487,4340.06%
190INTERNATIONAL BUSINESS MACHSINTR2,176$481,0710.06%
191ADVANCED MICRO DEVICES INCAMD2,910$477,4730.06%
192SERVICENOW INCNOW528$472,2380.06%
193CLOUDFLARE INCNET5,829$471,5080.06%
194FASTENAL COFAST6,599$471,3010.06%
195KLA CORPKLAC604$467,7440.06%
196UBER TECHNOLOGIES INCUBER6,223$467,7210.06%
197CANADIAN NATL RY CO1363751023,986$466,9600.06%
198ISHARES TR464287200809$466,8580.06%
199WELLS FARGO CO NEW9497461018,231$464,9700.06%
200INTERCONTINENTAL EXCHANGE IN45866F1042,877$462,1750.06%
201DISNEY WALT CO2546871064,770$458,8460.06%
202AUTOMATIC DATA PROCESSING INADP1,622$448,8570.06%
203QUALCOMM INCQCOM2,592$440,7760.06%
204KINDER MORGAN INC DELEP-PC19,632$433,6710.06%
205ENTERGY CORP NEWENO3,244$426,9430.05%
206PROSHARES TR74348A4673,907$417,1120.05%
207XYLEM INCXYL2,978$402,1200.05%
208CHIPOTLE MEXICAN GRILL INCCMG6,873$396,0230.05%
209ILLINOIS TOOL WKS INC4523081091,498$392,5810.05%
210OWENS CORNING NEWOC2,193$387,1090.05%
211EATON CORP PLCETN1,126$373,2020.05%
212MCKESSON CORPMCK753$372,2990.05%
213PRICE T ROWE GROUP INCTROW3,394$369,7090.05%
214VERTEX PHARMACEUTICALS INCVRTX792$368,3440.05%
215EMBRAER S.A.EMBJ10,320$365,0190.05%
216ARES CAPITAL CORPARCC17,290$362,0570.05%
217AMERICAN TOWER CORP NEW03027X1001,552$360,9190.05%
218L3HARRIS TECHNOLOGIES INCLHX1,508$358,7240.05%
219RPM INTL INC7496851032,960$358,1600.05%
220NATWEST GROUP PLCRBSPF37,639$352,3020.04%
221DANAHER CORPORATION2358511021,263$351,1400.04%
222ISHARES TR4642875075,575$347,4340.04%
223EBAY INC.EBAY5,305$345,4140.04%
224BP PLCBPPFF11,004$345,4020.04%
225TJX COS INC NEW8725401092,897$340,5140.04%
226EMERSON ELEC COEMR3,107$339,8130.04%
227TFI INTL INC87241L1092,464$337,2970.04%
228AGILENT TECHNOLOGIES INCA2,237$332,1500.04%
229ENOVIX CORPORATIONENVX35,300$329,7020.04%
230DEUTSCHE BANK A GD1819089818,990$328,7170.04%
231ANHEUSER BUSCH INBEV SA/NVBUDFF4,838$320,7120.04%
232STRYKER CORPORATIONSYK874$315,8690.04%
233CALIX INCCALX8,047$312,1440.04%
234CORNING INCGLW6,909$311,9420.04%
235ACCENTURE PLC IRELANDACN875$309,2950.04%
236STARBUCKS CORPSBUX3,136$305,7130.04%
237XCEL ENERGY INCXELLL4,680$305,6040.04%
238INTUITINTU486$301,8060.04%
239MCCORMICK & CO INCMKC-V3,656$300,9100.04%
240GENMAB A/SGNMSF12,333$300,6790.04%
241NATIONAL GRID PLCNMPWP4,298$299,4730.04%
242BOOKING HOLDINGS INCBKNG71$299,0610.04%
243NIKE INCNKE3,373$298,2000.04%
244NATERA INCNTRA2,343$297,4440.04%
245BRITISH AMERN TOB PLC1104481078,064$294,9850.04%
246FRESHPET INCFRPT2,135$292,0040.04%
247TANDEM DIABETES CARE INCTNDM6,854$290,6790.04%
248OSCAR HEALTH INCOSCR13,656$289,6440.04%
249CREDIT ACCEP CORP MICH225310101652$289,1100.04%
250ZOETIS INCZTS1,470$287,2090.04%
251EXTRA SPACE STORAGE INCEXR1,592$286,8630.04%
252PFIZER INCPFE9,906$286,6780.04%
253PENTAIR PLCPNR2,925$286,0360.04%
254EVERSOURCE ENERGYES4,163$283,2930.04%
255STMICROELECTRONICS N VSTMEF9,498$282,3760.04%
256TASEKO MINES LTDTGB111,880$281,9380.04%
257ARISTA NETWORKS INCANET730$280,1890.04%
258PRINCIPAL FINANCIAL GROUP INPFG3,251$279,2610.04%
259TEXAS INSTRS INC8825081041,340$276,8040.04%
260CMS ENERGY CORPCMS-PC3,903$275,6690.04%
261AON PLCAON790$273,3330.03%
262OMNICOM GROUP INCOMC2,617$270,5720.03%
263GRAINGER W W INC384802104255$264,8970.03%
264ELEVANCE HEALTH INCELV509$264,6800.03%
265ALPS ETF TR00162Q4525,555$261,8080.03%
266WARBY PARKER INCWRBY16,027$261,7210.03%
267M & T BK CORP55261F1041,457$259,5210.03%
268FLUOR CORP NEWFLR5,426$258,8750.03%
269OUTLOOK THERAPEUTICS INCOTLK47,730$254,8790.03%
270CONOCOPHILLIPSCOP2,406$253,3040.03%
271SHOPIFY INCSHOP3,147$252,2010.03%
272CVS HEALTH CORPCVS3,968$249,5080.03%
273PHATHOM PHARMACEUTICALS INCPHAT13,440$242,9960.03%
274GLAUKOS CORPGKOS1,860$242,3210.03%
275PROGRESSIVE CORP743315103954$242,0880.03%
276HUBBELL INCHUBB559$239,4480.03%
277NEWMONT CORPNEMCL4,426$236,5700.03%
278TYSON FOODS INCTSN3,963$236,0370.03%
279TOMPKINS FINL CORP8901101094,077$235,6100.03%
280SWEETGREEN INCSG6,463$229,1140.03%
281T-MOBILE US INCTMUSZ1,103$227,6160.03%
282SEMPRASREA2,698$225,6340.03%
283EASTMAN CHEM COEMN2,012$225,2440.03%
284BEIGENE LTDBEIGF1,001$224,7350.03%
285SYSCO CORPSYY2,879$224,7180.03%
286VANGUARD INTL EQUITY INDEX F9220428584,677$223,7840.03%
287ISHARES TR464287614589$221,2380.03%
288INTEL CORPINTC9,370$219,8280.03%
289ISHARES INC4642865251,907$218,3970.03%
290REGIONS FINANCIAL CORP NEWRF-PF9,215$214,9860.03%
291TECK RESOURCES LTDTCKRF4,111$214,7590.03%
292WP CAREY INC92936U1093,406$212,1940.03%
293VANGUARD INDEX FDS922908751894$212,0840.03%
294VANGUARD SPECIALIZED FUNDS9219088441,061$210,1420.03%
295VITA COCO CO INCCOCO7,370$208,6450.03%
296INVESCO QQQ TRIVZ424$206,9420.03%
297VANGUARD SCOTTSDALE FDS92206C4092,600$206,4920.03%
298AMPHENOL CORP NEW0320951013,162$206,0360.03%
299NVENT ELECTRIC PLCNVT2,925$205,5110.03%
300BLACKSTONE SECD LENDING FDBX7,000$205,0300.03%
301NEXTERA ENERGY INCNEE-PW2,422$204,7320.03%
302AFLAC INCAFL1,812$202,5820.03%
303ISHARES TR46432F8759,790$202,2720.03%
304CAMECO CORPCCJ4,189$200,0670.03%
305AMERICA MOVIL SAB DE CVAMXOF11,002$179,9930.02%
306CENOVUS ENERGY INCCVE10,454$174,8960.02%
307VIATRIS INCVTRS14,222$165,1180.02%
308CNH INDL N VN2094410910,000$111,0000.01%
309COMPLETE SOLARIA INCSPWRW13,702$38,5030.00%