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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 Q4 2024 · Filed February 5, 2025 · Accession 0001085146-25-000770

Total Value
$541.1M
Positions
134
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (134)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200109,816$64.7M11.95%
2ISHARES TR46432F339234,113$41.7M7.71%
3FIDELITY MERRIMACK STR TR316188309563,975$25.3M4.68%
4APPLE INCAAPL91,780$23.0M4.25%
5ISHARES TR464287226236,606$22.9M4.24%
6ISHARES TR46429B697234,451$20.8M3.85%
7ALPS ETF TR00162Q346593,315$15.2M2.80%
8J P MORGAN EXCHANGE TRADED F46641Q159310,935$14.2M2.62%
9BLACKROCK ETF TRUST IIBLK264,174$13.7M2.54%
10ISHARES TR46428710146,023$13.3M2.46%
11ISHARES TR464288877233,768$12.3M2.27%
12ISHARES TR464288885124,650$12.1M2.23%
13INNOVATOR ETFS TRUSTINHD316,136$11.9M2.19%
14ISHARES TR46432F859206,719$9.9M1.83%
15MICROSOFT CORPMSFT23,178$9.8M1.81%
16NVIDIA CORPORATIONNVDA61,065$8.2M1.52%
17BLACKROCK ETF TRUSTBLK151,476$7.8M1.44%
18ISHARES TR46434V621115,023$7.1M1.30%
19INNOVATOR ETFS TRUSTINHD205,277$6.6M1.22%
20BERKSHIRE HATHAWAY INC DELBRK-A14,056$6.4M1.18%
21BROADCOM INCAVGO27,391$6.4M1.17%
22GOLDMAN SACHS ETF TRNVGLF80,933$6.3M1.16%
23FIDELITY COVINGTON TRUST316092840118,903$5.9M1.10%
24JPMORGAN CHASE & CO.VYLD23,889$5.7M1.06%
25ISHARES TR46432F39626,937$5.6M1.03%
26AMAZON COM INCAMZN25,199$5.5M1.02%
27ALPHABET INCGOOG25,758$4.9M0.90%
28TESLA INCTSLA11,812$4.8M0.88%
29FIDELITY COMWLTH TR31591280860,324$4.6M0.85%
30FIRST TR EXCHANGE-TRADED FD33738R50675,081$4.4M0.82%
31CINTAS CORPCTAS23,031$4.2M0.78%
32HOME DEPOT INCHD9,550$3.7M0.69%
33PROCTER AND GAMBLE CO74271810920,477$3.4M0.63%
34SSGA ACTIVE TR78470P20069,805$3.3M0.60%
35MCDONALDS CORPMCD11,179$3.2M0.60%
36CHEVRON CORP NEWCVX22,263$3.2M0.60%
37NEXTERA ENERGY INCNEE-PW43,821$3.1M0.58%
38EXXON MOBIL CORPXOM28,941$3.1M0.58%
39BLACKROCK INCBLK2,996$3.1M0.57%
40INNOVATOR ETFS TRUSTINHD76,568$2.9M0.54%
41JOHNSON & JOHNSONJNJ19,957$2.9M0.53%
42MERCK & CO INCMRK28,863$2.9M0.53%
43UNITEDHEALTH GROUP INCUNH5,610$2.8M0.53%
44HONEYWELL INTL INC43851610612,119$2.7M0.51%
45ABBVIE INCABBV15,000$2.7M0.49%
46SALESFORCE INCCRM7,611$2.5M0.47%
47VISA INCV7,950$2.5M0.47%
48LOCKHEED MARTIN CORPLMT4,731$2.3M0.43%
49FEDEX CORPFDX8,101$2.3M0.42%
50CITIGROUP INCC-PR32,131$2.3M0.42%
51SERVICENOW INCNOW2,104$2.2M0.41%
52ISHARES GOLD TRIAU43,509$2.2M0.40%
53ISHARES TR46428780418,567$2.1M0.40%
54META PLATFORMS INCMETA3,624$2.1M0.39%
55ISHARES TR46432F84228,634$2.0M0.37%
56PROGRESSIVE CORP7433151038,297$2.0M0.37%
57JOHNSON CTLS INTL PLCG5150210524,460$1.9M0.36%
58BANK AMERICA CORP06050510443,815$1.9M0.36%
59GOLDMAN SACHS GROUP INCGSCE3,282$1.9M0.35%
60ELI LILLY & COLLY2,333$1.8M0.33%
61MONDELEZ INTL INC60920710529,804$1.8M0.33%
62INNOVATOR ETFS TRUSTINHD49,255$1.8M0.33%
63PEPSICO INCPEP11,164$1.7M0.31%
64THERMO FISHER SCIENTIFIC INCTMO3,192$1.7M0.31%
65COSTCO WHSL CORP NEW22160K1051,788$1.6M0.30%
66J P MORGAN EXCHANGE TRADED F46641Q64732,278$1.6M0.30%
67DELL TECHNOLOGIES INCDELL13,396$1.5M0.29%
68UNILEVER PLCUNLYF27,124$1.5M0.28%
69WALMART INCWMT16,959$1.5M0.28%
70ISHARES TR46428841414,191$1.5M0.28%
71INNOVATOR ETFS TRUSTINHD33,597$1.5M0.28%
72MEDTRONIC PLCMDT18,882$1.5M0.28%
73AIR PRODS & CHEMS INCAIIR5,158$1.5M0.28%
74DUKE ENERGY CORP NEWDUKB13,629$1.5M0.27%
75DEERE & CODE3,348$1.4M0.26%
76MOODYS CORPMCO3,004$1.4M0.26%
77MCKESSON CORPMCK2,484$1.4M0.26%
78INNOVATOR ETFS TRUSTINHD37,785$1.4M0.26%
79SOUTHERN COSOMN16,194$1.3M0.25%
80AMGEN INCAMGN4,912$1.3M0.24%
81CISCO SYS INCCSCO21,602$1.3M0.24%
82CORNING INCGLW26,405$1.3M0.23%
83INNOVATOR ETFS TRUSTINHD29,550$1.2M0.23%
84NORFOLK SOUTHN CORP6558441085,165$1.2M0.22%
85NETFLIX INCNFLX1,321$1.2M0.22%
86BRISTOL-MYERS SQUIBB COCELG-RI20,603$1.2M0.22%
87MIDDLEFIELD BANC CORP59630420437,500$1.1M0.19%
88RITHM CAPITAL CORPRITM-PF85,230$923,0340.17%
89J P MORGAN EXCHANGE TRADED F46641Q33215,710$903,9160.17%
90UBER TECHNOLOGIES INCUBER14,835$895,6310.17%
91INNOVATOR ETFS TRUSTINHD23,919$877,9530.16%
92INNOVATOR ETFS TRUSTINHD21,131$849,2650.16%
93AMERICAN TOWER CORP NEW03027X1004,344$798,4680.15%
94J P MORGAN EXCHANGE TRADED F46641Q65415,451$783,5410.14%
95ALPHABET INCGOOG4,062$773,7570.14%
96LINCOLN ELEC HLDGS INC5339001064,117$771,8130.14%
97QUALCOMM INCQCOM4,833$742,6960.14%
98DANAHER CORPORATION2358511023,156$725,6100.13%
99DISNEY WALT CO2546871066,071$677,7270.13%
100ISHARES TR46428868720,293$638,0010.12%
101FIRST TR EXCHANGE-TRADED FD33733E3022,529$614,9780.11%
102MASTERCARD INCORPORATEDMA1,144$603,3480.11%
103ISHARES TR46435G47422,364$597,3530.11%
104ISHARES TR46428863810,852$559,0110.10%
105VANGUARD SCOTTSDALE FDS92206C8706,804$546,1190.10%
106TARGET CORPTGT3,949$534,5930.10%
107INNOVATOR ETFS TRUSTINHD12,677$521,9330.10%
108INNOVATOR ETFS TRUSTINHD19,425$512,0430.09%
109INTERNATIONAL BUSINESS MACHSINTR2,321$510,6090.09%
110INNOVATOR ETFS TRUSTINHD17,093$408,1820.08%
111ISHARES TR4642881583,732$393,6500.07%
112SPROTT PHYSICAL GOLD TRSII18,615$374,9060.07%
113CONSTELLATION ENERGY CORPCEG1,473$329,5800.06%
114INNOVATOR ETFS TRUSTINHD12,963$325,3720.06%
115VANGUARD SPECIALIZED FUNDS9219088441,637$320,6450.06%
116LULULEMON ATHLETICA INCLULU822$314,3410.06%
117AMERICAN EXPRESS COAXP1,051$312,5620.06%
118RTX CORPORATIONRTX2,518$291,5270.05%
119FIDELITY COVINGTON TRUST3160928081,566$289,5940.05%
120VANGUARD INDEX FDS922908736680$279,1990.05%
121BOOKING HOLDINGS INCBKNG55$274,1770.05%
122AT&T INCT-PC11,810$268,9410.05%
123FORD MTR CO34537086026,413$261,4880.05%
124CRH PLCCRH2,451$226,7670.04%
125ADOBE INCADBE506$225,0070.04%
126VANGUARD INDEX FDS922908637822$221,7530.04%
127PARKER-HANNIFIN CORPPH344$218,7950.04%
128ADVANCED MICRO DEVICES INCAMD1,773$214,1620.04%
129CHIPOTLE MEXICAN GRILL INCCMG3,526$212,6190.04%
130FORTINET INCFTNT2,221$209,8620.04%
131GENERAL DYNAMICS CORPGD780$205,7240.04%
132NOVO-NORDISK A SNONOF2,355$202,5040.04%
133FIGS INCFIGS13,000$80,4700.01%
134PROSPECT CAP CORPPSEC-PA35,000$34,6500.01%