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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 Q1 2023 · Filed January 26, 2023 · Accession 0001172661-23-000296

Total Value
$330.0M
Positions
125
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (125)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200112,840$43.4M13.14%
2ISHARES TR46435G425342,615$29.0M8.80%
3ISHARES TR46429B697331,625$23.9M7.25%
4ISHARES TR46434V613344,132$15.5M4.69%
5ISHARES TR464288877283,586$13.0M3.94%
6ISHARES TR46429B267507,504$11.5M3.49%
7APPLE INCAAPL83,023$10.8M3.27%
8ISHARES TR46428724285,683$9.0M2.74%
9ISHARES TR46434V621148,472$7.4M2.25%
10ISHARES TR46428780477,264$7.3M2.22%
11ISHARES TR46428745787,193$7.1M2.14%
12ISHARES TR46429B66365,142$6.8M2.06%
13INNOVATOR ETFS TRINHD217,325$6.5M1.97%
14FIDELITY COVINGTON TRUST316092840151,115$5.6M1.71%
15ISHARES TR46428717644,564$4.7M1.44%
16MICROSOFT CORPMSFT17,673$4.2M1.28%
17ISHARES TR46428779685,882$4.0M1.21%
18PROCTER AND GAMBLE CO74271810925,932$3.9M1.19%
19ISHARES TR46434V40789,643$3.7M1.11%
20FIDELITY COMWLTH TR31591280887,430$3.6M1.09%
21INNOVATOR ETFS TRINHD107,540$3.1M0.95%
22BERKSHIRE HATHAWAY INC DELBRK-A10,036$3.1M0.94%
23FIRST TR EXCHANGE-TRADED FD33738R50669,864$3.1M0.93%
24ISHARES TR46428858832,632$3.0M0.92%
25UNITEDHEALTH GROUP INCUNH5,337$2.8M0.86%
26PFIZER INCPFE54,531$2.8M0.85%
27JOHNSON & JOHNSONJNJ15,526$2.7M0.83%
28CVS HEALTH CORPCVS27,986$2.6M0.79%
29FIDELITY MERRIMACK STR TR31618820054,094$2.6M0.79%
30BRISTOL-MYERS SQUIBB COCELG-RI31,865$2.3M0.69%
31JPMORGAN CHASE & COVYLD16,579$2.2M0.67%
32MONDELEZ INTL INC60920710532,716$2.2M0.66%
33INTERNATIONAL BUSINESS MACHSINTR15,423$2.2M0.66%
34MERCK & CO INCMRK19,427$2.2M0.65%
35INNOVATOR ETFS TRINHD65,423$2.1M0.62%
36INNOVATOR ETFS TRINHD72,104$2.0M0.62%
37CINTAS CORPCTAS4,491$2.0M0.61%
38WALMART INCWMT14,188$2.0M0.61%
39ISHARES TR46432F84232,255$2.0M0.60%
40MCDONALDS CORPMCD7,522$2.0M0.60%
41VERIZON COMMUNICATIONS INCVZ47,514$1.9M0.57%
42ISHARES TR46428863832,496$1.6M0.49%
43PEPSICO INCPEP8,821$1.6M0.48%
44HOME DEPOT INCHD4,946$1.6M0.47%
45PROGRESSIVE CORP74331510311,481$1.5M0.45%
46INNOVATOR ETFS TRINHD51,544$1.5M0.44%
47COCA COLA COKO22,980$1.5M0.44%
48BLACKROCK INCBLK2,036$1.5M0.44%
49SANOFISNYNF28,977$1.4M0.43%
50UNITED PARCEL SERVICE INCUPS7,981$1.4M0.42%
51MOODYS CORPMCO4,952$1.4M0.42%
52VISA INCV6,614$1.4M0.42%
53INNOVATOR ETFS TRINHD43,332$1.3M0.39%
54INNOVATOR ETFS TRINHD41,772$1.3M0.38%
55FLOWERS FOODS INCFLO43,560$1.3M0.38%
56AMAZON COM INCAMZN14,781$1.2M0.38%
57CHEVRON CORP NEWCVX6,245$1.1M0.34%
58WASTE MGMT INC DEL94106L1097,084$1.1M0.34%
59CISCO SYS INCCSCO23,197$1.1M0.33%
60ISHARES TR46435G47444,136$1.1M0.33%
61MIDDLEFIELD BANC CORP59630420439,402$1.1M0.33%
62CONOCOPHILLIPSCOP8,607$1.0M0.31%
63ALPHABET INCGOOG11,478$1.0M0.31%
64COSTCO WHSL CORP NEW22160K1052,182$998,1060.30%
65GENERAL DYNAMICS CORPGD3,979$989,3960.30%
66RITHM CAPITAL CORPRITM-PF118,425$967,5330.29%
67REPUBLIC SVCS INC7607591007,483$965,2870.29%
68INNOVATOR ETFS TRINHD33,339$936,4970.28%
69THERMO FISHER SCIENTIFIC INCTMO1,691$931,2120.28%
70INNOVATOR ETFS TRINHD30,245$929,1400.28%
71MCKESSON CORPMCK2,465$924,6710.28%
72COTERRA ENERGY INCCTRA36,564$898,2220.27%
73INNOVATOR ETFS TRINHD31,148$874,3970.26%
74EXXON MOBIL CORPXOM7,455$822,4700.25%
75DUKE ENERGY CORP NEWDUKB7,966$820,9080.25%
76TESLA INCTSLA6,485$798,8230.24%
77TIDAL ETF TR88636479328,508$731,9030.22%
78ISHARES TR46428868723,900$729,6520.22%
79DOLLAR TREE INCDLTR5,009$708,4640.21%
80LINCOLN ELEC HLDGS INC5339001064,766$688,8370.21%
81WASTE CONNECTIONS INCWCN4,957$657,1010.20%
82VANGUARD SCOTTSDALE FDS92206C8708,448$654,7990.20%
83ALTRIA GROUP INCMO14,172$647,6500.20%
84AUTOZONE INCAZO248$607,9090.18%
85ISHARES TR4642871684,826$582,0060.18%
86BANK AMERICA CORP06050510415,260$505,4050.15%
87HONEYWELL INTL INC4385161062,223$476,4450.14%
88UNILEVER PLCUNLYF8,998$453,0000.14%
89ISHARES TR4642886468,154$406,2410.12%
90PNC FINL SVCS GROUP INC6934751052,535$401,1140.12%
91NETFLIX INCNFLX1,323$390,1250.12%
92FIRST TR EXCHANGE-TRADED FD33733E3023,117$383,8620.12%
93AT&T INCT-PC20,521$377,7850.11%
94ALPHABET INCGOOG4,240$376,2150.11%
95AMGEN INCAMGN1,427$374,1250.11%
96SPDR SER TR78468R6634,051$370,6680.11%
97LULULEMON ATHLETICA INCLULU1,134$363,3120.11%
98MASTERCARD INCORPORATEDMA1,042$363,1180.11%
99ABBVIE INCABBV2,232$360,8450.11%
100NVIDIA CORPORATIONNVDA2,399$350,6740.11%
101AMERICAN EQTY INVT LIFE HLD0256762067,289$332,5440.10%
102PHILIP MORRIS INTL INC7181721093,274$331,6310.10%
103ISHARES TR4642871503,758$318,6810.10%
104META PLATFORMS INCMETA2,521$303,3180.09%
105STARBUCKS CORPSBUX3,049$302,2670.09%
106INVESCO EXCH TRD SLF IDX FDIVZ14,733$301,8240.09%
107FIRST TR MORNINGSTAR DIVID L3369171098,028$293,4920.09%
108SALESFORCE INCCRM2,003$265,5760.08%
109SPROTT PHYSICAL GOLD TRSII18,615$262,4720.08%
110FIDELITY COVINGTON TRUST3160928082,770$261,7480.08%
111INVESCO EXCH TRD SLF IDX FDIVZ12,895$259,7120.08%
112ISHARES TR4642878462,692$251,5170.08%
113DEERE & CODE535$229,4030.07%
114VMWARE INC9285634021,798$220,7280.07%
115INVESCO EXCH TRD SLF IDX FDIVZ11,540$218,3760.07%
116DISNEY WALT CO2546871062,483$215,8630.07%
117AMERICAN EXPRESS COAXP1,454$214,7690.07%
118NIKE INCNKE1,828$213,9250.06%
119INVESCO EXCH TRD SLF IDX FDIVZ10,632$201,9530.06%
120AMAZON COM INCAMZN2,000$168,0000.05%
121NEW YORK CMNTY BANCORP INC64944510313,590$116,8700.04%
122APPLE INCAAPL700$90,9510.03%
123TESLA INCTSLA400$49,2720.01%
124PROSPECT CAP CORPPSEC-PA35,000$34,8710.01%
125BAKKT HOLDINGS INCBKKT-WT13,170$15,6720.00%