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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 Q2 2025 · Filed July 17, 2025 · Accession 0001085146-25-003901

Total Value
$916.6M
Positions
329
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (329)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247973,323,058$88.1M9.61%
2VANGUARD TAX-MANAGED FDS9219438581,232,520$70.3M7.67%
3VANGUARD SCOTTSDALE FDS92206C680498,485$54.4M5.94%
4SCHWAB STRATEGIC TR8085248621,834,600$44.7M4.88%
5ISHARES TR46429B747391,145$40.3M4.39%
6VANGUARD BD INDEX FDS921937819392,430$30.4M3.31%
7CAPITAL GROUP GBL GROWTH EQT14020X104946,565$30.3M3.30%
8VANGUARD INDEX FDS92290873663,760$28.0M3.05%
9APPLE INCAAPL127,131$26.1M2.85%
10SCHWAB STRATEGIC TR808524300803,755$23.5M2.56%
11AB ACTIVE ETFS INC00039J889879,311$21.9M2.39%
12CAPITAL GROUP INTERNATIONAL14021M107659,164$21.7M2.37%
13ISHARES TR464288158198,105$21.1M2.30%
14SPDR S&P 500 ETF TRSPY30,000$18.5M2.02%
15MICROSOFT CORPMSFT34,228$17.0M1.86%
16NVIDIA CORPORATIONNVDA87,283$13.8M1.50%
17VANGUARD BD INDEX FDS921937835180,500$13.3M1.45%
18ISHARES TR464287804111,682$12.2M1.33%
19AMAZON COM INCAMZN46,969$10.3M1.12%
20BROADCOM INCAVGO30,914$8.5M0.93%
21JPMORGAN CHASE & CO.VYLD26,183$7.6M0.83%
22VISA INCV21,143$7.5M0.82%
23PIMCO ETF TR72201R585269,722$7.2M0.78%
24META PLATFORMS INCMETA9,655$7.1M0.78%
25ALPHABET INCGOOG39,709$7.0M0.77%
26BERKSHIRE HATHAWAY INC DELBRK-A14,198$6.9M0.75%
27ALPHABET INCGOOG32,163$5.7M0.62%
28VANGUARD SCOTTSDALE FDS92206C66455,912$4.9M0.53%
29SPDR SERIES TRUST78468R66349,791$4.6M0.50%
30ALTRIA GROUP INCMO77,161$4.5M0.49%
31MASTERCARD INCORPORATEDMA7,860$4.4M0.48%
32APPLE INCAAPL20,000$4.1M0.45%
33ISHARES INC46434G76461,835$3.9M0.43%
34SCHWAB STRATEGIC TR808524805172,560$3.8M0.42%
35JOHNSON & JOHNSONJNJ23,727$3.6M0.40%
36ABBVIE INCABBV18,854$3.5M0.38%
37CISCO SYS INCCSCO49,760$3.5M0.38%
38CHUBB LIMITEDCB11,604$3.4M0.37%
39VANGUARD INDEX FDS9229083635,903$3.4M0.37%
40PHILIP MORRIS INTL INC71817210918,060$3.3M0.36%
41HOME DEPOT INCHD8,248$3.0M0.33%
42PAYCHEX INCPAYX19,666$2.9M0.31%
43ISHARES U S ETF TR46431W50754,935$2.8M0.31%
44CINTAS CORPCTAS12,233$2.7M0.30%
45NETFLIX INCNFLX1,982$2.7M0.29%
46TESLA INCTSLA8,212$2.6M0.28%
47ISHARES TR46428772114,566$2.5M0.28%
48PALANTIR TECHNOLOGIES INCPLTR18,359$2.5M0.27%
49COCA COLA COKO35,004$2.5M0.27%
50DUKE ENERGY CORP NEWDUKB20,746$2.4M0.27%
51MEDTRONIC PLCMDT27,889$2.4M0.27%
52ELI LILLY & COLLY3,104$2.4M0.26%
53GENERAL DYNAMICS CORPGD8,219$2.4M0.26%
54PEPSICO INCPEP17,703$2.3M0.26%
55COSTCO WHSL CORP NEW22160K1052,274$2.3M0.25%
56S&P GLOBAL INCSPGI4,260$2.2M0.25%
57WALMART INCWMT22,721$2.2M0.24%
58GILEAD SCIENCES INCGILD19,678$2.2M0.24%
59US BANCORP DELUSB-PS48,090$2.2M0.24%
60VERIZON COMMUNICATIONS INCVZ49,956$2.2M0.24%
61EXXON MOBIL CORPXOM19,886$2.1M0.23%
62MCDONALDS CORPMCD7,166$2.1M0.23%
63SPDR S&P 500 ETF TRSPY3,376$2.1M0.23%
64BROADSTONE NET LEASE INCBNL125,762$2.0M0.22%
65SOUTHERN COSOMN21,643$2.0M0.22%
66COMCAST CORP NEWCCZ54,019$1.9M0.21%
67SCHWAB STRATEGIC TR80852483981,624$1.9M0.21%
68CHEVRON CORP NEWCVX13,103$1.9M0.20%
69ABBOTT LABSABLZF13,539$1.8M0.20%
70SCHWAB STRATEGIC TR80852460772,640$1.8M0.20%
71WEC ENERGY GROUP INCWEC17,262$1.8M0.20%
72AMERICAN ELEC PWR CO INC02553710117,081$1.8M0.19%
73LOWES COS INC5486611077,886$1.7M0.19%
74ISHARES TR4642876558,076$1.7M0.19%
75ECOLAB INCECL6,330$1.7M0.19%
76AMGEN INCAMGN6,098$1.7M0.19%
77RTX CORPORATIONRTX11,112$1.6M0.18%
78AMERICAN TOWER CORP NEW03027X1007,219$1.6M0.17%
79PARKER-HANNIFIN CORPPH2,281$1.6M0.17%
80MERCK & CO INCMRK18,917$1.5M0.16%
81TAIWAN SEMICONDUCTOR MFG LTD8740391006,534$1.5M0.16%
82BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.16%
83FERRARI N VRACE2,909$1.4M0.16%
84ISHARES TR46428887722,093$1.4M0.15%
85HCA HEALTHCARE INCHCA3,639$1.4M0.15%
86LPL FINL HLDGS INC50212V1003,705$1.4M0.15%
87VICI PPTYS INC92565210942,553$1.4M0.15%
88SAP SESAPGF4,524$1.4M0.15%
89KIMBERLY-CLARK CORPKMB10,327$1.3M0.15%
90BROADRIDGE FINL SOLUTIONS IN11133T1035,226$1.3M0.14%
91MOODYS CORPMCO2,462$1.2M0.13%
92EQUITY RESIDENTIALEQR18,199$1.2M0.13%
93VANGUARD WHITEHALL FDS9219464069,200$1.2M0.13%
94BANK NEW YORK MELLON CORP06405810013,366$1.2M0.13%
95LENNOX INTL INC5261071072,092$1.2M0.13%
96BANK AMERICA CORP06050510424,470$1.2M0.13%
97PNC FINL SVCS GROUP INC6934751056,091$1.1M0.12%
98ASTRAZENECA PLCAZN15,971$1.1M0.12%
99DEERE & CODE2,179$1.1M0.12%
100PROCTER AND GAMBLE CO7427181096,953$1.1M0.12%
101ISHARES TR4642888859,875$1.1M0.12%
102VANGUARD INDEX FDS9229087693,490$1.1M0.12%
103BERKLEY W R CORPWRB-PH14,260$1.0M0.11%
104UBER TECHNOLOGIES INCUBER11,206$1.0M0.11%
105AMERICAN EXPRESS COAXP3,264$1.0M0.11%
106BENTLEY SYS INCBSY19,264$1.0M0.11%
107KINDER MORGAN INC DELEP-PC35,064$1.0M0.11%
108VANGUARD MUN BD FDS92290774620,929$1.0M0.11%
109ASML HOLDING N VASMLF1,261$1.0M0.11%
110GRAINGER W W INC384802104961$999,6710.11%
111INTERACTIVE BROKERS GROUP IN45841N10717,982$996,3830.11%
112SCHWAB STRATEGIC TR80852475524,845$994,2970.11%
113MSCI INCMSCI1,691$975,2680.11%
114INTERNATIONAL BUSINESS MACHSINTR3,251$958,3300.10%
115NOVO-NORDISK A SNONOF13,876$957,7220.10%
116CENCORA INCCOR3,156$946,3270.10%
117INTUITIVE SURGICAL INCISRG1,736$943,3600.10%
118COLGATE PALMOLIVE COCL10,292$935,5430.10%
119NEXTERA ENERGY INCNEE-PW13,364$927,7290.10%
120TRAVELERS COMPANIES INCTRV3,465$927,0270.10%
121RESMED INCRSMDF3,580$923,6400.10%
122ZOETIS INCZTS5,876$916,3630.10%
123OLD DOMINION FREIGHT LINE INODFL5,623$912,6130.10%
124ALLEGION PLCALLE6,031$869,1880.09%
125ROLLINS INCROL15,281$862,1550.09%
126MORGAN STANLEYMS-PQ6,093$858,2600.09%
127DISNEY WALT CO2546871066,733$834,9310.09%
128EOG RES INCEOG6,974$834,1610.09%
129ESSEX PPTY TR INC2971781052,929$830,0790.09%
130EQUIFAX INCEFX3,149$816,7570.09%
131INTUITINTU1,028$809,6840.09%
132ENTERGY CORP NEWENO9,637$801,0280.09%
133UNIVERSAL DISPLAY CORPOLED5,158$796,7050.09%
134NVIDIA CORPORATIONNVDA5,000$789,9500.09%
135TELEDYNE TECHNOLOGIES INCTDY1,526$781,7860.09%
136EMERSON ELEC COEMR5,843$779,0480.08%
137PUBLIC SVC ENTERPRISE GRP IN7445731068,943$752,8220.08%
138METLIFE INCMET-PF9,145$735,4410.08%
139WATSCO INCWSO-B1,664$734,8560.08%
140RELX PLCRLXXF13,380$727,0700.08%
141ZURN ELKAY WATER SOLNS CORP98983L10819,841$725,5860.08%
142GOLDMAN SACHS GROUP INCGSCE1,017$719,7820.08%
143MASCO CORPMAS11,133$716,5200.08%
144SBA COMMUNICATIONS CORP NEWSBAC3,042$714,3840.08%
145EMBRAER S.A.EMBJ12,460$709,0990.08%
146HENRY JACK & ASSOC INC4262811013,877$698,5200.08%
147ISHARES TR46434V80318,359$696,9080.08%
148SPDR INDEX SHS FDS78463X47510,091$696,2790.08%
149APPLIED MATLS INC0382221053,796$694,9340.08%
150TOTALENERGIES SETTE11,248$690,5150.08%
151HARTFORD INSURANCE GROUP INCHIG-PG5,415$687,0020.07%
1523M COMMM4,490$683,5510.07%
153LOCKHEED MARTIN CORPLMT1,466$678,7430.07%
154J P MORGAN EXCHANGE TRADED F46641Q83713,366$677,3890.07%
155SALESFORCE INCCRM2,484$677,3620.07%
156CORTEVA INCCTVA9,000$670,7700.07%
157POOL CORPPOOL2,297$669,5300.07%
158ZEBRA TECHNOLOGIES CORPORATIZBRA2,167$668,2170.07%
159NORDSON CORPNDSN3,100$664,5470.07%
160ORACLE CORPORCL-PD2,975$650,4250.07%
161BJS WHSL CLUB HLDGS INC05550J1016,026$649,7840.07%
162COOPER COS INC2166485019,033$642,7890.07%
163OLLIES BARGAIN OUTLET HLDGS6811161094,794$631,7540.07%
164BRIGHT HORIZONS FAM SOL IN D1091941005,111$631,6690.07%
165CONSOLIDATED EDISON INCED6,273$629,4960.07%
166DEUTSCHE BANK A GD1819089821,421$627,2070.07%
167CHOICE HOTELS INTL INC1699051064,907$622,6010.07%
168SERVICENOW INCNOW599$615,8200.07%
169BLACKROCK INCBLK575$603,4200.07%
170DOMINOS PIZZA INCDPZ1,337$602,4530.07%
171CATERPILLAR INCCAT1,538$597,0670.07%
172GE AEROSPACE3696043012,314$595,6010.06%
173XCEL ENERGY INCXELLL8,709$593,0830.06%
174PRUDENTIAL FINL INCPUKPF5,404$580,6060.06%
175WELLS FARGO CO NEW9497461017,218$578,3070.06%
176BLACKSTONE INCBX3,785$566,2100.06%
177AUTOMATIC DATA PROCESSING INADP1,832$564,9890.06%
178SHOPIFY INCSHOP4,864$561,0630.06%
179HONEYWELL INTL INC4385161062,357$548,8990.06%
180SONY GROUP CORPSNEJF21,077$548,6350.06%
181STATE STR CORPSTT-PG5,158$548,5020.06%
182PULTE GROUP INC7458671015,170$545,2290.06%
183PROLOGIS INC.PLDGP5,113$537,4790.06%
184JACOBS SOLUTIONS INCJ4,052$532,6360.06%
185CARRIER GLOBAL CORPORATIONCARR7,158$523,8950.06%
186BOOKING HOLDINGS INCBKNG90$521,0320.06%
187NATWEST GROUP PLCRBSPF36,749$519,9990.06%
188TJX COS INC NEW8725401094,156$513,2250.06%
189CALIX INCCALX9,571$509,0820.06%
190ANEBULO PHARMACEUTICALS INCANEB349,617$503,4490.05%
191ADOBE INCADBE1,293$500,2360.05%
192MCKESSON CORPMCK676$495,3600.05%
193ISHARES TR4642875077,824$485,2450.05%
194SAIA INCSAIA1,770$484,9630.05%
195ISHARES TR464287200773$479,7070.05%
196INTERCONTINENTAL EXCHANGE IN45866F1042,556$468,9170.05%
197TOAST INCTOST10,506$465,3110.05%
198UNITED PARCEL SERVICE INCUPS4,578$462,0900.05%
199ALLSTATE CORPALL-PJ2,287$460,3960.05%
200CHIPOTLE MEXICAN GRILL INCCMG8,085$453,9730.05%
201UNITEDHEALTH GROUP INCUNH1,450$452,5040.05%
202UNION PAC CORPUNP1,959$450,8260.05%
203TWILIO INCTWLO3,538$439,9860.05%
204CHEMED CORP NEWCHE897$436,7770.05%
205TARGET CORPTGT4,330$427,1550.05%
206KLA CORPKLAC474$424,5810.05%
207FAIR ISAAC CORPFICO231$422,2590.05%
208ISHARES TR4642882573,248$417,6930.05%
209INVESCO QQQ TRIVZ755$416,5000.05%
210SPOTIFY TECHNOLOGY S ASPOT539$413,5970.05%
211FASTENAL COFAST9,698$407,3160.04%
212THOR INDS INC8851601014,568$405,6850.04%
213SITEONE LANDSCAPE SUPPLY INCSITE3,352$405,3910.04%
214TRUIST FINL CORP89832Q1099,426$405,2240.04%
215CROWDSTRIKE HLDGS INCCRWD794$404,3930.04%
216PROSHARES TR74348A4673,993$402,0960.04%
217QUALCOMM INCQCOM2,502$398,5280.04%
218DBX ETF TR2330512009,090$397,6670.04%
219HAMILTON LANE INCHLNE2,794$397,0840.04%
220STRYKER CORPORATIONSYK1,000$395,5350.04%
221SPDR GOLD TRGLD1,296$395,0600.04%
222AFFIRM HLDGS INCAFRM5,654$390,9180.04%
223M & T BK CORP55261F1042,010$389,9200.04%
224L3HARRIS TECHNOLOGIES INCLHX1,553$389,4430.04%
225XOMETRY INCXMTR11,486$388,1120.04%
226ARES CAPITAL CORPARCC17,644$387,4710.04%
227ISHARES TR4642875981,991$386,7660.04%
228CLOUDFLARE INCNET1,975$386,7650.04%
229WILLIAMS COS INC9694571006,144$385,9050.04%
230DOORDASH INCDASH1,563$385,2960.04%
231CANADIAN NATL RY CO1363751023,692$384,1160.04%
232EXPONENT INCEXPO5,125$382,8890.04%
233ISHARES TR4642876221,127$382,6960.04%
234RYANAIR HOLDINGS PLCRYAOF6,623$381,9490.04%
235VANGUARD INTL EQUITY INDEX F9220428587,711$381,3930.04%
236WARBY PARKER INCWRBY17,362$380,7490.04%
237PRICE T ROWE GROUP INCTROW3,832$369,7880.04%
238CAPITAL ONE FINL CORP14040H1051,733$368,7140.04%
239LYONDELLBASELL INDUSTRIES NLYB6,260$362,2040.04%
240VERTEX PHARMACEUTICALS INCVRTX813$361,9480.04%
241ARISTA NETWORKS INCANET3,501$358,1880.04%
242DIAGEO PLCDGEAF3,528$355,8020.04%
243AMPHENOL CORP NEW0320951013,536$349,1800.04%
244BRITISH AMERN TOB PLC1104481077,257$343,4820.04%
245COMFORT SYS USA INC199908104637$341,5660.04%
246BANCO BILBAO VIZCAYA ARGENTABBVXF22,109$339,8160.04%
247ISHARES TR464287614797$338,2260.04%
248CMS ENERGY CORPCMS-PC4,867$337,1860.04%
249EBAY INC.EBAY4,490$334,3100.04%
250HP INCHPQ13,649$333,8550.04%
251FIFTH THIRD BANCORPFITBM8,081$332,3720.04%
252CREDIT ACCEP CORP MICH225310101652$332,1490.04%
253VULCAN MATLS CO9291601091,271$331,5030.04%
254CORNING INCGLW6,275$330,0030.04%
255BANCO SANTANDER S.A.BCDRF38,683$321,0690.04%
256VANGUARD INDEX FDS9229087511,352$320,4840.03%
257ISHARES TR46432F3391,730$316,2790.03%
258ENOVIX CORPORATIONENVX30,342$313,7370.03%
259KNIFE RIVER CORPKNF3,825$312,2730.03%
260VITA COCO CO INCCOCO8,611$310,8580.03%
261ROBLOX CORPRBLX2,861$300,9780.03%
262ISHARES TR46432F8423,576$298,4840.03%
263STARBUCKS CORPSBUX3,249$297,6910.03%
264ROYAL CARIBBEAN GROUPV7780T103950$297,4830.03%
265EATON CORP PLCETN833$297,3730.03%
266PRINCIPAL FINANCIAL GROUP INPFG3,741$297,1480.03%
267AUTODESK INCADSK949$293,7820.03%
268CONSTELLATION BRANDS INCSTZ1,805$293,6380.03%
269THERMO FISHER SCIENTIFIC INCTMO712$288,6880.03%
270NATIONAL GRID PLCNMPWP3,858$287,1090.03%
271CONOCOPHILLIPSCOP3,193$286,5400.03%
272PENTAIR PLCPNR2,775$284,8820.03%
273PROGRESSIVE CORP7433151031,062$283,4060.03%
274HILTON WORLDWIDE HLDGS INCHLT1,052$280,1900.03%
275TASEKO MINES LTDTGB86,880$273,6720.03%
276AXON ENTERPRISE INCAXON329$272,3930.03%
277AMEREN CORPAEE2,812$270,0650.03%
278ADVANCED MICRO DEVICES INCAMD1,892$268,4750.03%
279REGIONS FINANCIAL CORP NEWRF-PF11,398$268,0810.03%
280ACCENTURE PLC IRELANDACN896$267,8060.03%
281ANHEUSER BUSCH INBEV SA/NVBUDFF3,816$262,2360.03%
282XYLEM INCXYL2,020$261,3080.03%
283BP PLCBPPFF8,661$259,2110.03%
284HUBBELL INCHUBB634$258,9320.03%
285SYSCO CORPSYY3,387$256,5430.03%
286FORTINET INCFTNT2,417$255,5260.03%
287MONDELEZ INTL INC6092071053,755$253,2380.03%
288REPOSITRAK INCTRAK12,775$251,0290.03%
289AFLAC INCAFL2,380$250,9950.03%
290BEONE MEDICINES LTDBEIGF1,022$247,3960.03%
291ISHARES SILVER TRSLV7,537$247,2890.03%
292ARCUTIS BIOTHERAPEUTICS INCARQT17,561$246,2060.03%
293LAM RESEARCH CORPLRCX2,522$245,4920.03%
294ILLINOIS TOOL WKS INC452308109983$243,0470.03%
295SCHWAB CHARLES CORPSCHW-PJ2,639$240,7830.03%
296TOMPKINS FINL CORP8901101093,781$237,1830.03%
297SYNOPSYS INCSNPS461$236,3460.03%
298BEST BUY INCBBY3,496$234,6870.03%
299T-MOBILE US INCTMUSZ972$231,5890.03%
300PPL CORPPPLC6,764$229,2320.03%
301MCCORMICK & CO INCMKC-V3,010$228,2420.02%
302NATERA INCNTRA1,333$225,1980.02%
303CVS HEALTH CORPCVS3,173$218,8740.02%
304NIKE INCNKE3,072$218,2580.02%
305TYSON FOODS INCTSN3,894$217,8310.02%
306VERISK ANALYTICS INCVRSK694$216,1810.02%
307TENET HEALTHCARE CORPTHC1,225$215,6000.02%
308SNOWFLAKE INCSNOW962$215,2670.02%
309BLACKSTONE SECD LENDING FDBX7,000$215,2500.02%
310YUM BRANDS INCYUM1,441$213,5280.02%
311WP CAREY INC92936U1093,406$212,4670.02%
312NVENT ELECTRIC PLCNVT2,900$212,4250.02%
313DANAHER CORPORATION2358511021,068$210,9730.02%
314BRISTOL-MYERS SQUIBB COCELG-RI4,553$210,7420.02%
315PALO ALTO NETWORKS INCPANW1,018$208,3240.02%
316APOLLO GLOBAL MGMT INC03769M1061,465$207,8400.02%
317TRANSDIGM GROUP INCTDG136$206,8080.02%
318VANGUARD SCOTTSDALE FDS92206C4092,600$206,7000.02%
319AGILENT TECHNOLOGIES INCA1,734$204,6300.02%
320VANGUARD SPECIALIZED FUNDS921908844996$203,8520.02%
321ASCENDIS PHARMA A/SASND1,168$201,6560.02%
322BRIDGEBIO PHARMA INCBBIO4,667$201,5220.02%
323LINDE PLCLIN428$200,8100.02%
324ROIVANT SCIENCES LTDROIV17,616$198,5330.02%
325FIRST WATCH RESTAURANT GROUPFWRG10,813$173,4410.02%
326SWEETGREEN INCSG10,683$158,9640.02%
327NEONC TECHNOLOGIES HLDGS INCNTHI30,146$107,6220.01%
328FOSSIL GROUP INCFOSL60,000$88,8000.01%
329OUTLOOK THERAPEUTICS INCOTLK21,000$33,6000.00%