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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

Lineweaver Wealth Advisors, LLC

Quarter ended Q3 2024 · Filed October 25, 2024 · Accession 0001085146-24-005136

Total Value
$525.2M
Positions
126
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (126)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200115,452$66.6M12.68%
2ISHARES TR46432F339239,657$43.0M8.18%
3ISHARES TR464287226358,143$36.3M6.91%
4FIDELITY MERRIMACK STR TR316188309529,509$24.8M4.71%
5ISHARES TR46429B697253,242$23.1M4.40%
6APPLE INCAAPL90,086$21.0M4.00%
7ALPS ETF TR00162Q346578,832$15.3M2.91%
8ISHARES TR46428710147,450$13.2M2.50%
9ISHARES TR46432F859259,363$12.6M2.40%
10ISHARES TR464288877218,380$12.6M2.39%
11ISHARES TR464288885116,079$12.5M2.38%
12INNOVATOR ETFS TRUSTINHD317,852$11.7M2.23%
13BLACKROCK ETF TRUST IIBLK209,577$11.2M2.14%
14MICROSOFT CORPMSFT21,255$9.2M1.74%
15BLACKROCK ETF TRUSTBLK151,260$7.5M1.43%
16NVIDIA CORPORATIONNVDA60,866$7.4M1.41%
17ISHARES TR46434V621114,218$7.2M1.36%
18INNOVATOR ETFS TRUSTINHD206,264$6.5M1.24%
19GOLDMAN SACHS ETF TRNVGLF79,509$6.2M1.17%
20FIDELITY COVINGTON TRUST316092840119,717$6.1M1.15%
21BERKSHIRE HATHAWAY INC DELBRK-A13,022$6.0M1.14%
22CINTAS CORPCTAS24,580$5.1M0.96%
23JPMORGAN CHASE & CO.VYLD23,549$5.0M0.95%
24SSGA ACTIVE TR78470P20094,176$4.5M0.85%
25UNITEDHEALTH GROUP INCUNH7,591$4.4M0.85%
26FIDELITY COMWLTH TR31591280860,264$4.3M0.82%
27AMAZON COM INCAMZN23,078$4.3M0.82%
28ALPHABET INCGOOG25,857$4.3M0.82%
29JOHNSON & JOHNSONJNJ25,892$4.2M0.80%
30BROADCOM INCAVGO23,135$4.0M0.76%
31MERCK & CO INCMRK33,670$3.8M0.73%
32HOME DEPOT INCHD8,569$3.5M0.66%
33PROCTER AND GAMBLE CO74271810919,545$3.4M0.64%
34FIRST TR EXCHANGE-TRADED FD33738R50656,676$3.4M0.64%
35NEXTERA ENERGY INCNEE-PW39,208$3.3M0.63%
36EXXON MOBIL CORPXOM27,479$3.2M0.61%
37CHEVRON CORP NEWCVX20,213$3.0M0.57%
38TESLA INCTSLA11,216$2.9M0.56%
39MCDONALDS CORPMCD9,596$2.9M0.56%
40INNOVATOR ETFS TRUSTINHD76,568$2.9M0.55%
41BLACKROCK INCBLK2,689$2.6M0.49%
42HONEYWELL INTL INC43851610611,819$2.4M0.47%
43ABBVIE INCABBV12,374$2.4M0.47%
44LOCKHEED MARTIN CORPLMT4,013$2.4M0.45%
45ISHARES TR46432F84228,139$2.2M0.42%
46ISHARES TR46428780418,522$2.2M0.41%
47PROGRESSIVE CORP7433151038,307$2.1M0.40%
48MEDTRONIC PLCMDT22,705$2.0M0.39%
49VISA INCV7,337$2.0M0.38%
50ELI LILLY & COLLY2,215$2.0M0.37%
51SALESFORCE INCCRM7,014$1.9M0.37%
52MONDELEZ INTL INC60920710525,918$1.9M0.36%
53CITIGROUP INCC-PR30,429$1.9M0.36%
54INNOVATOR ETFS TRUSTINHD51,995$1.8M0.35%
55BANK AMERICA CORP06050510445,431$1.8M0.34%
56META PLATFORMS INCMETA3,144$1.8M0.34%
57PEPSICO INCPEP10,516$1.8M0.34%
58JOHNSON CTLS INTL PLCG5150210522,819$1.8M0.34%
59FEDEX CORPFDX6,319$1.7M0.33%
60UNILEVER PLCUNLYF26,278$1.7M0.33%
61DELL TECHNOLOGIES INCDELL14,312$1.7M0.32%
62SERVICENOW INCNOW1,885$1.7M0.32%
63COSTCO WHSL CORP NEW22160K1051,859$1.7M0.32%
64GOLDMAN SACHS GROUP INCGSCE3,278$1.6M0.31%
65J P MORGAN EXCHANGE TRADED F46641Q64729,258$1.5M0.29%
66CISCO SYS INCCSCO27,345$1.5M0.28%
67AIR PRODS & CHEMS INCAIIR4,798$1.4M0.27%
68MOODYS CORPMCO3,007$1.4M0.27%
69DUKE ENERGY CORP NEWDUKB12,288$1.4M0.27%
70ISHARES TR46428841413,023$1.4M0.27%
71INNOVATOR ETFS TRUSTINHD31,371$1.4M0.26%
72WALMART INCWMT17,091$1.4M0.26%
73INNOVATOR ETFS TRUSTINHD37,785$1.4M0.26%
74SOUTHERN COSOMN14,725$1.3M0.25%
75RITHM CAPITAL CORPRITM-PF113,048$1.3M0.24%
76DEERE & CODE2,992$1.3M0.24%
77MCKESSON CORPMCK2,470$1.2M0.23%
78INNOVATOR ETFS TRUSTINHD29,550$1.2M0.23%
79CORNING INCGLW25,188$1.1M0.22%
80NORFOLK SOUTHN CORP6558441084,529$1.1M0.21%
81MIDDLEFIELD BANC CORP59630420438,502$1.1M0.21%
82UBER TECHNOLOGIES INCUBER14,302$1.1M0.20%
83THERMO FISHER SCIENTIFIC INCTMO1,624$1.0M0.19%
84NETFLIX INCNFLX1,377$976,6630.19%
85J P MORGAN EXCHANGE TRADED F46641Q33216,245$966,7110.18%
86TARGET CORPTGT6,140$958,0270.18%
87AMERICAN TOWER CORP NEW03027X1003,903$910,4710.17%
88INNOVATOR ETFS TRUSTINHD22,711$891,4190.17%
89INNOVATOR ETFS TRUSTINHD23,919$859,6830.16%
90ISHARES TR46428863815,063$809,2200.15%
91LINCOLN ELEC HLDGS INC5339001064,117$790,5450.15%
92QUALCOMM INCQCOM4,577$779,3140.15%
93OCCIDENTAL PETE CORP67459910515,082$777,5730.15%
94ISHARES TR46428868722,442$745,7360.14%
95J P MORGAN EXCHANGE TRADED F46641Q65413,717$698,7830.13%
96ALPHABET INCGOOG4,103$686,1580.13%
97DISNEY WALT CO2546871067,012$675,4530.13%
98NIKE INCNKE7,304$646,0980.12%
99VANGUARD SCOTTSDALE FDS92206C8707,632$639,1410.12%
100ISHARES TR46435G47422,363$611,4130.12%
101MASTERCARD INCORPORATEDMA1,169$578,6600.11%
102FIRST TR EXCHANGE-TRADED FD33733E3022,529$535,7180.10%
103INNOVATOR ETFS TRUSTINHD12,677$513,1840.10%
104INTERNATIONAL BUSINESS MACHSINTR2,317$512,5100.10%
105INNOVATOR ETFS TRUSTINHD19,425$509,3240.10%
106AMGEN INCAMGN1,189$382,9850.07%
107CONSTELLATION ENERGY CORPCEG1,465$381,0900.07%
108SPROTT PHYSICAL GOLD TRSII18,615$379,3740.07%
109VANGUARD SPECIALIZED FUNDS9219088441,626$322,1100.06%
110AMERICAN EXPRESS COAXP1,107$300,7360.06%
111RTX CORPORATIONRTX2,481$300,5750.06%
112FIDELITY COVINGTON TRUST3160928081,641$286,3400.05%
113ADVANCED MICRO DEVICES INCAMD1,745$286,3200.05%
114NOVO-NORDISK A SNONOF2,365$281,4980.05%
115FORD MTR CO34537086026,045$275,0280.05%
116ADOBE INCADBE527$272,8720.05%
117AT&T INCT-PC11,958$263,0880.05%
118ISHARES TR46435G4251,831$230,9280.04%
119BOOKING HOLDINGS INCBKNG54$227,9780.04%
120LULULEMON ATHLETICA INCLULU827$224,4080.04%
121INVESCO EXCH TRD SLF IDX FDIVZ9,928$209,6920.04%
122MERCADOLIBRE INCMELI100$205,1960.04%
123ONEOK INC NEWOKE2,198$200,2810.04%
124FIGS INCFIGS21,000$143,6400.03%
125CREATIVE MEDIA & CMNTY TR125525584282,397$138,7990.03%
126PROSPECT CAP CORPPSEC-PA35,000$35,0210.01%