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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 Q4 2024 · Filed January 16, 2025 · Accession 0001085146-25-000247

Total Value
$830.6M
Positions
310
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (310)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247973,597,636$98.3M11.83%
2ISHARES TR46434V8031,710,648$59.4M7.16%
3VANGUARD SCOTTSDALE FDS92206C680467,752$48.3M5.82%
4ISHARES TR46429B747380,738$38.3M4.61%
5VANGUARD INDEX FDS92290873684,640$34.7M4.18%
6APPLE INCAAPL122,808$30.8M3.70%
7SCHWAB STRATEGIC TR8085248621,057,851$25.5M3.06%
8VANGUARD BD INDEX FDS921937835270,797$19.5M2.34%
9VANGUARD BD INDEX FDS921937819260,548$19.5M2.34%
10CAPITAL GROUP GBL GROWTH EQT14020X104640,170$18.7M2.25%
11SCHWAB STRATEGIC TR808524300666,053$18.6M2.24%
12VANGUARD BD INDEX FDS921937827173,481$13.4M1.61%
13CAPITAL GROUP INTERNATIONAL14021M107453,945$12.5M1.50%
14MICROSOFT CORPMSFT29,351$12.4M1.49%
15AB ACTIVE ETFS INC00039J889401,177$10.1M1.22%
16ISHARES TR46434V613219,508$9.9M1.19%
17NVIDIA CORPORATIONNVDA72,909$9.8M1.18%
18AMAZON COM INCAMZN41,985$9.2M1.11%
19ISHARES TR46428780473,771$8.5M1.02%
20BROADCOM INCAVGO35,125$8.1M0.98%
21VANGUARD SCOTTSDALE FDS92206C66489,875$8.0M0.97%
22APPLE INCAAPL30,000$7.5M0.90%
23ISHARES TR46428815867,939$7.2M0.86%
24ALPHABET INCGOOG37,295$7.1M0.86%
25ISHARES TR46428858875,579$6.9M0.83%
26JPMORGAN CHASE & CO.VYLD27,316$6.5M0.79%
27BERKSHIRE HATHAWAY INC DELBRK-A14,051$6.4M0.77%
28VISA INCV19,836$6.3M0.75%
29SPDR S&P 500 ETF TRSPY10,000$5.9M0.71%
30ALPHABET INCGOOG29,785$5.6M0.68%
31SPDR INDEX SHS FDS78463X47582,742$5.2M0.63%
32META PLATFORMS INCMETA8,517$5.0M0.60%
33VANGUARD TAX-MANAGED FDS92194385889,364$4.3M0.51%
34ABBVIE INCABBV22,023$3.9M0.47%
35ALTRIA GROUP INCMO71,771$3.8M0.45%
36MASTERCARD INCORPORATEDMA6,925$3.6M0.44%
37ISHARES TR46428888536,753$3.6M0.43%
38SCHWAB STRATEGIC TR808524607137,284$3.6M0.43%
39ISHARES TR46428864667,840$3.5M0.42%
40HOME DEPOT INCHD8,917$3.5M0.42%
41CHUBB LIMITEDCB11,556$3.2M0.38%
42JOHNSON & JOHNSONJNJ21,517$3.1M0.37%
43ISHARES TR46429B267131,485$3.0M0.36%
44PEPSICO INCPEP19,236$2.9M0.35%
45VANGUARD INDEX FDS9229083635,303$2.9M0.34%
46GENERAL DYNAMICS CORPGD10,773$2.8M0.34%
47ISHARES TR46428865328,350$2.8M0.34%
48CISCO SYS INCCSCO47,504$2.8M0.34%
49ISHARES INC46434G76450,541$2.8M0.34%
50TESLA INCTSLA6,575$2.7M0.32%
51ISHARES TR46428765511,996$2.7M0.32%
52PAYCHEX INCPAYX18,874$2.6M0.32%
53US BANCORP DELUSB-PS54,832$2.6M0.32%
54ISHARES U S ETF TR46431W50750,567$2.6M0.31%
55MCDONALDS CORPMCD7,776$2.3M0.27%
56ELI LILLY & COLLY2,890$2.2M0.27%
57ISHARES TR46428772113,799$2.2M0.27%
58SCHWAB STRATEGIC TR808524805116,181$2.1M0.26%
59WALMART INCWMT23,647$2.1M0.26%
60DUKE ENERGY CORP NEWDUKB18,708$2.0M0.24%
61EXXON MOBIL CORPXOM18,610$2.0M0.24%
62BROADSTONE NET LEASE INCBNL125,762$2.0M0.24%
63SPDR S&P 500 ETF TRSPY3,350$2.0M0.24%
64CINTAS CORPCTAS10,538$1.9M0.23%
65LENNOX INTL INC5261071073,021$1.8M0.22%
66COSTCO WHSL CORP NEW22160K1052,000$1.8M0.22%
67COCA COLA COKO29,300$1.8M0.22%
68VERIZON COMMUNICATIONS INCVZ45,431$1.8M0.22%
69VANGUARD INDEX FDS9229087696,243$1.8M0.22%
70VANGUARD WHITEHALL FDS92194640613,987$1.8M0.21%
71GILEAD SCIENCES INCGILD18,823$1.7M0.21%
72COMCAST CORP NEWCCZ44,970$1.7M0.20%
73SCHWAB STRATEGIC TR80852483973,307$1.7M0.20%
74SAP SESAPGF6,734$1.7M0.20%
75AMGEN INCAMGN6,206$1.6M0.19%
76WEC ENERGY GROUP INCWEC16,907$1.6M0.19%
77S&P GLOBAL INCSPGI3,187$1.6M0.19%
78CHEVRON CORP NEWCVX10,945$1.6M0.19%
79MEDTRONIC PLCMDT19,707$1.6M0.19%
80SOUTHERN COSOMN18,566$1.5M0.18%
81PNC FINL SVCS GROUP INC6934751057,830$1.5M0.18%
82TAIWAN SEMICONDUCTOR MFG LTD8740391007,410$1.5M0.18%
83NETFLIX INCNFLX1,630$1.5M0.17%
84ISHARES TR46428717613,492$1.4M0.17%
85BANK AMERICA CORP06050510431,584$1.4M0.17%
86ISHARES TR46428887726,374$1.4M0.17%
87MORGAN STANLEYMS-PQ10,960$1.4M0.17%
88AMERICAN ELEC PWR CO INC02553710114,924$1.4M0.17%
89LPL FINL HLDGS INC50212V1004,171$1.4M0.16%
90PROCTER AND GAMBLE CO7427181097,835$1.3M0.16%
91RTX CORPORATIONRTX11,207$1.3M0.16%
92ABBOTT LABSABLZF11,440$1.3M0.16%
93VANGUARD MUN BD FDS92290774625,446$1.3M0.15%
94PARKER-HANNIFIN CORPPH1,969$1.3M0.15%
95FERRARI N VRACE2,933$1.2M0.15%
96NOVO-NORDISK A SNONOF14,153$1.2M0.15%
97KIMBERLY-CLARK CORPKMB9,085$1.2M0.14%
98INTERACTIVE BROKERS GROUP IN45841N1076,632$1.2M0.14%
99SCHWAB STRATEGIC TR80852475534,797$1.2M0.14%
100PALANTIR TECHNOLOGIES INCPLTR14,892$1.1M0.14%
101SPDR SER TR78468R66312,286$1.1M0.14%
102MOODYS CORPMCO2,257$1.1M0.13%
103BANK NEW YORK MELLON CORP06405810013,891$1.1M0.13%
104ANEBULO PHARMACEUTICALS INCANEB632,516$1.1M0.13%
105MASCO CORPMAS14,452$1.0M0.13%
106PULTE GROUP INC7458671019,612$1.0M0.13%
107PHILIP MORRIS INTL INC7181721098,691$1.0M0.13%
108ASTRAZENECA PLCAZN15,962$1.0M0.13%
109MERCK & CO INCMRK10,473$1.0M0.13%
110UNITEDHEALTH GROUP INCUNH2,059$1.0M0.13%
111LOWES COS INC5486611074,145$1.0M0.12%
112DEERE & CODE2,389$1.0M0.12%
113EOG RES INCEOG7,977$977,8210.12%
114BERKLEY W R CORPWRB-PH16,575$969,9690.12%
115AMERICAN EXPRESS COAXP3,264$968,7710.12%
116ZEBRA TECHNOLOGIES CORPORATIZBRA2,507$968,2540.12%
117BENTLEY SYS INCBSY20,324$949,1310.11%
118COOPER COS INC21664850110,216$939,1570.11%
119ASML HOLDING N VASMLF1,311$908,6280.11%
120EQUIFAX INCEFX3,564$908,2860.11%
121WATSCO INCWSO-B1,914$907,0260.11%
122BROADRIDGE FINL SOLUTIONS IN11133T1033,971$897,8040.11%
123METLIFE INCMET-PF10,700$876,1160.11%
124MSCI INCMSCI1,460$876,0150.11%
125ASPEN TECHNOLOGY INC29109X1063,509$875,9520.11%
126HCA HEALTHCARE INCHCA2,892$868,0340.10%
127POOL CORPPOOL2,514$857,1240.10%
128ZURN ELKAY WATER SOLNS CORP98983L10822,942$855,7370.10%
129DBX ETF TR23305120020,517$849,4220.10%
130XCEL ENERGY INCXELLL12,502$844,1360.10%
131CHOICE HOTELS INTL INC1699051065,862$832,2870.10%
132CATERPILLAR INCCAT2,265$821,6520.10%
133CENCORA INCCOR3,572$802,5570.10%
134TOTALENERGIES SETTE14,568$793,9560.10%
135OLD DOMINION FREIGHT LINE INODFL4,464$787,4500.09%
136HENRY JACK & ASSOC INC4262811014,462$782,1890.09%
137ROLLINS INCROL16,790$778,2170.09%
138PALANTIR TECHNOLOGIES INCPLTR10,000$756,3000.09%
139INTUITIVE SURGICAL INCISRG1,448$755,7990.09%
140SAIA INCSAIA1,626$741,0170.09%
141PUBLIC SVC ENTERPRISE GRP IN7445731068,617$728,0510.09%
142EQUITY RESIDENTIALEQR10,091$724,1310.09%
143CLOUDFLARE INCNET6,668$718,0110.09%
144RESMED INCRSMDF3,098$708,4820.09%
145ALLEGION PLCALLE5,410$706,9790.09%
146NORDSON CORPNDSN3,328$696,3510.08%
147ISHARES INC4642863924,445$691,1980.08%
148SALESFORCE INCCRM2,044$683,3710.08%
149UNION PAC CORPUNP2,986$680,8250.08%
150TRAVELERS COMPANIES INCTRV2,753$663,1710.08%
151ECOLAB INCECL2,815$659,6110.08%
152VICI PPTYS INC92565210922,408$654,5380.08%
153FIFTH THIRD BANCORPFITBM15,360$649,4210.08%
154TRUIST FINL CORP89832Q10914,841$643,8030.08%
155BJS WHSL CLUB HLDGS INC05550J1017,164$640,1040.08%
156GOLDMAN SACHS GROUP INCGSCE1,117$639,6170.08%
157GRAINGER W W INC384802104603$635,5930.08%
158TELEDYNE TECHNOLOGIES INCTDY1,368$634,9300.08%
159TERADYNE INCTER4,999$629,4750.08%
160BLACKROCK INCBLK612$627,4540.08%
161OLLIES BARGAIN OUTLET HLDGS6811161095,716$627,2170.08%
162BRIGHT HORIZONS FAM SOL IN D1091941005,656$626,9680.08%
163DISNEY WALT CO2546871065,470$609,1070.07%
164HP INCHPQ18,667$609,1050.07%
165ISHARES TR4642874814,799$608,2740.07%
166LOCKHEED MARTIN CORPLMT1,230$597,6890.07%
1673M COMMM4,598$593,5220.07%
168RELX PLCRLXXF12,930$587,2810.07%
169DIAGEO PLCDGEAF4,589$583,4010.07%
170KINDER MORGAN INC DELEP-PC21,171$580,0860.07%
171BRISTOL-MYERS SQUIBB COCELG-RI10,052$568,5650.07%
172CHARLES RIV LABS INTL INC1598641073,058$564,5070.07%
173KNIFE RIVER CORPKNF5,553$564,4070.07%
174BLACKSTONE INCBX3,265$562,8950.07%
175STATE STR CORPSTT-PG5,630$552,5850.07%
176PRUDENTIAL FINL INCPUKPF4,628$548,5570.07%
177DOMINOS PIZZA INCDPZ1,298$544,8490.07%
178SERVICENOW INCNOW513$543,8420.07%
179HONEYWELL INTL INC4385161062,375$536,4890.06%
180ENTERGY CORP NEWENO7,023$532,4840.06%
181JACOBS SOLUTIONS INCJ3,980$531,8080.06%
182APPLIED MATLS INC0382221053,244$527,5720.06%
183NEXTERA ENERGY INCNEE-PW7,214$517,1720.06%
184CHEMED CORP NEWCHE970$513,9060.06%
185TARGET CORPTGT3,779$510,8460.06%
186HARTFORD FINL SVCS GROUP INCHIG-PG4,643$507,9450.06%
187BEST BUY INCBBY5,880$504,5040.06%
188AMERICAN TOWER CORP NEW03027X1002,745$503,5450.06%
189ISHARES TR4642875078,012$499,2280.06%
190CARRIER GLOBAL CORPORATIONCARR7,303$498,5030.06%
191EXPONENT INCEXPO5,547$494,2380.06%
192ISHARES TR4642882574,199$493,3830.06%
193COLGATE PALMOLIVE COCL5,388$489,8240.06%
194WELLS FARGO CO NEW9497461016,942$487,6070.06%
195FAIR ISAAC CORPFICO243$483,7960.06%
196SITEONE LANDSCAPE SUPPLY INCSITE3,646$480,4340.06%
197THOR INDS INC8851601014,999$478,4550.06%
198ISHARES TR464287200807$474,9590.06%
199FASTENAL COFAST6,510$468,1350.06%
200AUTOMATIC DATA PROCESSING INADP1,581$462,8070.06%
201THERMO FISHER SCIENTIFIC INCTMO889$462,4850.06%
202UNIVERSAL DISPLAY CORPOLED3,150$460,5300.06%
203EDISON INTL2810201075,767$460,4380.06%
204CONSOLIDATED EDISON INCED5,158$460,2490.06%
205UNITED PARCEL SERVICE INCUPS3,562$449,1480.05%
206CONSTELLATION BRANDS INCSTZ2,025$447,5250.05%
207CHIPOTLE MEXICAN GRILL INCCMG7,180$432,9540.05%
208SCOTTS MIRACLE-GRO COSMG6,460$428,5570.05%
209ORACLE CORPORCL-PD2,533$422,1000.05%
210ADOBE INCADBE936$416,2210.05%
211INTERNATIONAL BUSINESS MACHSINTR1,872$411,5220.05%
212BOOKING HOLDINGS INCBKNG79$392,5060.05%
213PROSHARES TR74348A4673,942$392,4270.05%
214NATWEST GROUP PLCRBSPF38,489$391,4340.05%
215EMBRAER S.A.EMBJ10,660$391,0090.05%
216ILLINOIS TOOL WKS INC4523081091,521$385,6650.05%
217ZOETIS INCZTS2,343$381,7450.05%
218ARES CAPITAL CORPARCC17,406$381,0160.05%
219INTERCONTINENTAL EXCHANGE IN45866F1042,540$378,5370.05%
220TJX COS INC NEW8725401093,106$375,2360.05%
221WARBY PARKER INCWRBY15,336$371,2850.04%
222RPM INTL INC7496851032,979$366,5960.04%
223ISHARES TR4642876221,127$363,0750.04%
224EMERSON ELEC COEMR2,888$357,9100.04%
225UBER TECHNOLOGIES INCUBER5,901$355,9490.04%
226VANGUARD INTL EQUITY INDEX F9220428587,831$344,8570.04%
227GLAUKOS CORPGKOS2,273$340,8140.04%
228ISHARES TR4642875981,834$339,4780.04%
229FRESHPET INCFRPT2,260$334,7290.04%
230NATERA INCNTRA2,114$334,6470.04%
231ISHARES TR46432F3391,871$333,1880.04%
232ACCENTURE PLC IRELANDACN941$331,0350.04%
233PRICE T ROWE GROUP INCTROW2,921$330,3360.04%
234ENOVIX CORPORATIONENVX30,322$329,6010.04%
235REDDIT INCRDDT2,000$326,8800.04%
236TFI INTL INC87241L1092,393$323,2710.04%
237XYLEM INCXYL2,781$322,6520.04%
238ANHEUSER BUSCH INBEV SA/NVBUDFF6,444$322,6520.04%
239ARISTA NETWORKS INCANET2,917$322,4170.04%
240ISHARES TR464287614796$319,5730.04%
241STARBUCKS CORPSBUX3,497$319,0860.04%
242L3HARRIS TECHNOLOGIES INCLHX1,502$315,9170.04%
243INVESCO QQQ TRIVZ615$314,4070.04%
244STRYKER CORPORATIONSYK865$311,3570.04%
245DEUTSCHE BANK A GD1819089818,109$308,7590.04%
246VERTEX PHARMACEUTICALS INCVRTX766$308,4690.04%
247CREDIT ACCEP CORP MICH225310101652$306,0880.04%
248SCHWAB STRATEGIC TR80852487011,826$305,4660.04%
249OWENS CORNING NEWOC1,792$305,2140.04%
250RIGETTI COMPUTING INCRGTIW20,000$305,2000.04%
251TOAST INCTOST8,098$295,1730.04%
252EBAY INC.EBAY4,730$293,0330.04%
253SHOPIFY INCSHOP2,749$292,3020.04%
254PENTAIR PLCPNR2,900$291,8560.04%
255SPOTIFY TECHNOLOGY S ASPOT652$291,6920.04%
256MCKESSON CORPMCK510$290,6550.03%
257CORNING INCGLW6,045$287,2590.03%
258REPOSITRAK INCTRAK12,775$282,7110.03%
259QUALCOMM INCQCOM1,831$281,3540.03%
260TANDEM DIABETES CARE INCTNDM7,798$280,8840.03%
261INTUITINTU443$278,4260.03%
262CMS ENERGY CORPCMS-PC4,172$278,0640.03%
263MCCORMICK & CO INCMKC-V3,631$276,8400.03%
264VITA COCO CO INCCOCO7,495$276,6410.03%
265M & T BK CORP55261F1041,464$275,2470.03%
266FLUOR CORP NEWFLR5,533$272,8880.03%
267ISHARES TR46432F8423,841$269,9160.03%
268ALPS ETF TR00162Q4525,555$267,5290.03%
269CANADIAN NATL RY CO1363751022,619$265,8550.03%
270TOMPKINS FINL CORP8901101093,781$256,4660.03%
271LYONDELLBASELL INDUSTRIES NLYB3,422$254,1520.03%
272VANGUARD INDEX FDS9229087511,056$253,8000.03%
273BRITISH AMERN TOB PLC1104481076,985$253,7000.03%
274ESSEX PPTY TR INC297178105883$252,0440.03%
275AGILENT TECHNOLOGIES INCA1,870$251,2160.03%
276SYSCO CORPSYY3,257$249,0260.03%
277CAPITAL ONE FINL CORP14040H1051,387$247,3300.03%
278KLA CORPKLAC390$245,7470.03%
279EXTRA SPACE STORAGE INCEXR1,592$238,1640.03%
280DOORDASH INCDASH1,409$236,3600.03%
281SEMPRASREA2,692$236,1430.03%
282BP PLCBPPFF7,817$231,0580.03%
283EVERSOURCE ENERGYES4,022$230,9840.03%
284NIKE INCNKE3,009$227,6820.03%
285PROGRESSIVE CORP743315103950$227,6300.03%
286EATON CORP PLCETN685$227,3310.03%
287BLACKSTONE SECD LENDING FDBX7,000$226,1700.03%
288T-MOBILE US INCTMUSZ1,022$225,5870.03%
289CVS HEALTH CORPCVS5,010$224,8990.03%
290TYSON FOODS INCTSN3,867$222,1210.03%
291AMPHENOL CORP NEW0320951013,183$221,0600.03%
292TASEKO MINES LTDTGB111,880$217,0480.03%
293CAMECO CORPCCJ4,187$215,1700.03%
294SWEETGREEN INCSG6,699$214,7700.03%
295GE AEROSPACE3696043011,282$213,8250.03%
296BEIGENE LTDBEIGF1,132$209,0920.03%
297OMNICOM GROUP INCOMC2,425$208,6470.03%
298ISHARES INC4642865251,909$208,4350.03%
299TEXAS INSTRS INC8825081041,110$208,1370.03%
300VANGUARD SPECIALIZED FUNDS9219088441,061$207,7760.03%
301DANAHER CORPORATION235851102902$207,0550.02%
302CONOCOPHILLIPSCOP2,072$205,4810.02%
303REGIONS FINANCIAL CORP NEWRF-PF8,650$203,4480.02%
304VANGUARD SCOTTSDALE FDS92206C4092,600$202,8260.02%
305VIATRIS INCVTRS15,486$192,8010.02%
306OSCAR HEALTH INCOSCR13,415$180,2980.02%
307ARCUTIS BIOTHERAPEUTICS INCARQT11,936$166,2690.02%
308PERMA-FIX ENVIRONMENTAL SVCS71415720310,000$110,7000.01%
309FOSSIL GROUP INCFOSL60,000$100,2000.01%
310COMPLETE SOLARIA INCSPWRW10,962$19,6220.00%