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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 Q3 2025 · Filed October 20, 2025 · Accession 0001576053-25-000003

Total Value
$979.2M
Positions
347
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (347)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TAX-MANAGED FDS9219438581,257,516$75.4M7.69%
2SCHWAB STRATEGIC TR8085247972,358,936$64.4M6.58%
3VANGUARD SCOTTSDALE FDS92206C680452,212$54.5M5.56%
4SCHWAB STRATEGIC TR8085248621,982,002$48.4M4.94%
5ISHARES TR46429B747401,915$41.5M4.24%
6CAPITAL GROUP GBL GROWTH EQT14020X1041,028,465$35.1M3.59%
7APPLE INCAAPL135,972$34.6M3.54%
8VANGUARD BD INDEX FDS921937819428,087$33.4M3.41%
9VANGUARD INDEX FDS92290873660,961$29.2M2.99%
10NVIDIA CORPORATIONNVDA143,577$26.8M2.74%
11AB ACTIVE ETFS INC00039J889967,446$24.6M2.51%
12CAPITAL GROUP INTERNATIONAL14021M107717,550$24.2M2.47%
13SPDR SERIES TRUST78464A854294,981$23.1M2.36%
14ISHARES TR464288158216,105$23.1M2.36%
15SCHWAB STRATEGIC TR808524300722,745$23.1M2.36%
16MICROSOFT CORPMSFT38,178$19.8M2.02%
17VANGUARD BD INDEX FDS921937835186,186$13.8M1.41%
18ISHARES TR464287804113,397$13.5M1.38%
19SPDR S&P 500 ETF TRSPY20,000$13.3M1.36%
20AMAZON COM INCAMZN49,830$10.9M1.12%
21BROADCOM INCAVGO31,276$10.3M1.05%
22ALPHABET INCGOOG40,166$9.8M1.00%
23JPMORGAN CHASE & CO.VYLD27,052$8.5M0.87%
24PIMCO ETF TR72201R585283,045$7.6M0.78%
25ALPHABET INCGOOG30,920$7.5M0.77%
26META PLATFORMS INCMETA9,949$7.3M0.75%
27BERKSHIRE HATHAWAY INC DELBRK-A14,013$7.0M0.72%
28VISA INCV20,399$7.0M0.71%
29VANGUARD SCOTTSDALE FDS92206C66453,626$5.2M0.54%
30TESLA INCTSLA10,649$4.7M0.48%
31SPDR SERIES TRUST78468R66349,971$4.6M0.47%
32JOHNSON & JOHNSONJNJ24,221$4.5M0.46%
33ALTRIA GROUP INCMO67,588$4.5M0.46%
34SCHWAB STRATEGIC TR808524805178,922$4.2M0.43%
35ABBVIE INCABBV17,943$4.2M0.42%
36ISHARES INC46434G76460,149$4.1M0.41%
37VANGUARD INDEX FDS9229083636,630$4.1M0.41%
38MASTERCARD INCORPORATEDMA6,955$4.0M0.40%
39SPDR S&P 500 ETF TRSPY5,513$3.7M0.38%
40PALANTIR TECHNOLOGIES INCPLTR19,649$3.6M0.37%
41HOME DEPOT INCHD8,306$3.4M0.34%
42CISCO SYS INCCSCO49,180$3.4M0.34%
43ISHARES U S ETF TR46431W50759,021$3.0M0.31%
44CHUBB LIMITEDCB10,546$3.0M0.30%
45MEDTRONIC PLCMDT30,910$2.9M0.30%
46GENERAL DYNAMICS CORPGD8,174$2.8M0.28%
47PHILIP MORRIS INTL INC71817210916,962$2.8M0.28%
48ISHARES TR46428772113,406$2.6M0.27%
49PEPSICO INCPEP18,316$2.6M0.26%
50NETFLIX INCNFLX2,118$2.5M0.26%
51US BANCORP DELUSB-PS52,488$2.5M0.26%
52CINTAS CORPCTAS12,297$2.5M0.26%
53ELI LILLY & COLLY3,288$2.5M0.26%
54DUKE ENERGY CORP NEWDUKB19,593$2.4M0.25%
55PAYCHEX INCPAYX18,986$2.4M0.25%
56CHEVRON CORP NEWCVX15,417$2.4M0.24%
57WALMART INCWMT21,896$2.3M0.23%
58GILEAD SCIENCES INCGILD19,949$2.2M0.23%
59EXXON MOBIL CORPXOM19,550$2.2M0.23%
60BROADSTONE NET LEASE INCBNL121,862$2.2M0.22%
61COSTCO WHSL CORP NEW22160K1052,346$2.2M0.22%
62MCDONALDS CORPMCD6,963$2.1M0.22%
63S&P GLOBAL INCSPGI4,345$2.1M0.22%
64SCHWAB STRATEGIC TR80852483988,644$2.1M0.21%
65VERIZON COMMUNICATIONS INCVZ45,898$2.0M0.21%
66WEC ENERGY GROUP INCWEC17,441$2.0M0.20%
67TAIWAN SEMICONDUCTOR MFG LTD8740391007,087$2.0M0.20%
68SOUTHERN COSOMN20,872$2.0M0.20%
69COCA COLA COKO29,817$2.0M0.20%
70LOWES COS INC5486611077,464$1.9M0.19%
71SCHWAB STRATEGIC TR80852460766,757$1.9M0.19%
72ISHARES TR4642876557,603$1.8M0.19%
73AMERICAN ELEC PWR CO INC02553710116,271$1.8M0.19%
74AMGEN INCAMGN6,326$1.8M0.18%
75ABBOTT LABSABLZF13,310$1.8M0.18%
76ECOLAB INCECL6,248$1.7M0.17%
77RTX CORPORATIONRTX9,847$1.6M0.17%
78MERCK & CO INCMRK19,532$1.6M0.17%
79PARKER-HANNIFIN CORPPH2,118$1.6M0.16%
80HCA HEALTHCARE INCHCA3,592$1.5M0.16%
81BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.15%
82VANGUARD WHITEHALL FDS92194640610,609$1.5M0.15%
83FERRARI N VRACE2,876$1.4M0.14%
84VICI PPTYS INC92565210942,299$1.4M0.14%
85BANK AMERICA CORP06050510425,777$1.3M0.14%
86PNC FINL SVCS GROUP INC6934751056,242$1.3M0.13%
87BROADRIDGE FINL SOLUTIONS IN11133T1035,233$1.2M0.13%
88NEXTERA ENERGY INCNEE-PW16,289$1.2M0.13%
89PROLOGIS INC.PLDGP10,666$1.2M0.12%
90COMCAST CORP NEWCCZ38,610$1.2M0.12%
91ASTRAZENECA PLCAZN15,317$1.2M0.12%
92MOODYS CORPMCO2,444$1.2M0.12%
93VANGUARD INDEX FDS9229087693,547$1.2M0.12%
94ASML HOLDING N VASMLF1,194$1.2M0.12%
95AMERICAN EXPRESS COAXP3,479$1.2M0.12%
96UBER TECHNOLOGIES INCUBER11,624$1.1M0.12%
97SAP SESAPGF4,201$1.1M0.11%
98VANGUARD MUN BD FDS92290774622,403$1.1M0.11%
99LPL FINL HLDGS INC50212V1003,365$1.1M0.11%
100BANK NEW YORK MELLON CORP06405810010,229$1.1M0.11%
101INTERACTIVE BROKERS GROUP IN45841N10715,677$1.1M0.11%
102ISHARES TR4642888859,471$1.1M0.11%
103ORACLE CORPORCL-PD3,715$1.0M0.11%
104AMERICAN TOWER CORP NEW03027X1005,429$1.0M0.11%
105MSCI INCMSCI1,764$1.0M0.10%
106TRAVELERS COMPANIES INCTRV3,538$987,8810.10%
107KINDER MORGAN INC DELEP-PC34,715$982,7820.10%
108SCHWAB STRATEGIC TR80852475522,698$975,1070.10%
109LENNOX INTL INC5261071071,832$969,7880.10%
110KIMBERLY-CLARK CORPKMB7,787$968,2360.10%
111DEERE & CODE2,112$965,7340.10%
112MORGAN STANLEYMS-PQ6,031$958,6880.10%
113BERKLEY W R CORPWRB-PH12,384$948,8630.10%
114ALLEGION PLCALLE5,253$931,6200.10%
115ENTERGY CORP NEWENO9,642$898,5380.09%
116CENCORA INCCOR2,810$878,2100.09%
117GE AEROSPACE3696043012,877$865,4600.09%
118BENTLEY SYS INCBSY16,598$854,4660.09%
119EMERSON ELEC COEMR6,481$850,1780.09%
120ZURN ELKAY WATER SOLNS CORP98983L10817,280$812,6790.08%
121EQUITY RESIDENTIALEQR12,541$811,7790.08%
122RESMED INCRSMDF2,935$803,3980.08%
123PROCTER AND GAMBLE CO7427181095,128$787,9330.08%
124CATERPILLAR INCCAT1,644$784,4350.08%
125GOLDMAN SACHS GROUP INCGSCE980$780,4230.08%
126DISNEY WALT CO2546871066,784$776,7580.08%
127TELEDYNE TECHNOLOGIES INCTDY1,324$775,9170.08%
128ZOETIS INCZTS5,280$772,5700.08%
129HARTFORD INSURANCE GROUP INCHIG-PG5,699$760,1900.08%
130XCEL ENERGY INCXELLL9,406$758,5940.08%
131MASCO CORPMAS10,777$758,5940.08%
132NOVO-NORDISK A SNONOF13,608$755,1080.08%
133APPLIED MATLS INC0382221053,666$750,5770.08%
134INTUITINTU1,094$747,1040.08%
135ROLLINS INCROL12,717$746,9970.08%
136PUBLIC SVC ENTERPRISE GRP IN7445731068,925$744,8810.08%
137CORTEVA INCCTVA10,963$741,4280.08%
138INTERNATIONAL BUSINESS MACHSINTR2,620$739,2600.08%
139WELLS FARGO CO NEW9497461018,730$731,7490.07%
140APPLOVIN CORPAPP1,007$723,5700.07%
141INTUITIVE SURGICAL INCISRG1,607$718,6990.07%
142BLACKSTONE INCBX4,179$714,0150.07%
143DEUTSCHE BANK A GD1819089820,147$713,4060.07%
144EQUIFAX INCEFX2,759$707,7670.07%
145XOMETRY INCXMTR12,826$698,6330.07%
146SPDR INDEX SHS FDS78463X4759,322$698,2180.07%
1473M COMMM4,434$688,0620.07%
148MCKESSON CORPMCK883$682,1530.07%
149METLIFE INCMET-PF8,209$676,1760.07%
150BLACKROCK INCBLK577$672,8250.07%
151SHOPIFY INCSHOP4,513$670,6770.07%
152ISHARES TR46428750710,181$664,4130.07%
153UNIVERSAL DISPLAY CORPOLED4,600$660,6980.07%
154SPDR GOLD TRGLD1,836$652,6430.07%
155STATE STR CORPSTT-PG5,509$639,1000.07%
156LOCKHEED MARTIN CORPLMT1,278$637,8830.07%
157TOTALENERGIES SETTE10,643$635,2810.06%
158POOL CORPPOOL2,025$627,8920.06%
159JACOBS SOLUTIONS INCJ4,134$619,5220.06%
160NORDSON CORPNDSN2,720$617,3040.06%
161UNITEDHEALTH GROUP INCUNH1,782$615,4880.06%
162GRAINGER W W INC384802104635$605,1300.06%
163COLGATE PALMOLIVE COCL7,546$603,2280.06%
164TJX COS INC NEW8725401094,173$603,1660.06%
165CLOUDFLARE INCNET2,807$602,3550.06%
166RELX PLCRLXXF12,584$601,0120.06%
167WATSCO INCWSO-B1,462$591,0870.06%
168SERVICENOW INCNOW636$585,2990.06%
169CALIX INCCALX9,467$580,9900.06%
170KLA CORPKLAC536$578,1300.06%
171UL SOLUTIONS INCULS8,155$577,8640.06%
172ARISTA NETWORKS INCANET3,913$570,1640.06%
173ZEBRA TECHNOLOGIES CORPORATIZBRA1,907$566,6850.06%
174PRUDENTIAL FINL INCPUKPF5,392$559,3670.06%
175EOG RES INCEOG4,960$556,1160.06%
176ISHARES TR46432F3392,852$554,7140.06%
177AMPHENOL CORP NEW0320951014,452$550,9350.06%
178COOPER COS INC2166485017,951$545,1210.06%
179OLLIES BARGAIN OUTLET HLDGS6811161094,235$543,7740.06%
180HONEYWELL INTL INC4385161062,577$542,4590.06%
181EMBRAER S.A.EMBJ8,767$529,9660.05%
182AUTOMATIC DATA PROCESSING INADP1,802$528,8870.05%
183COMFORT SYS USA INC199908104638$526,4650.05%
184BOOKING HOLDINGS INCBKNG96$518,3300.05%
185SONY GROUP CORPSNEJF17,961$517,0980.05%
186CORNING INCGLW6,275$514,7390.05%
187DOORDASH INCDASH1,891$514,3340.05%
188ROBLOX CORPRBLX3,712$514,1870.05%
189ISHARES TR464287200765$512,0000.05%
190ESSEX PPTY TR INC2971781051,909$510,9630.05%
191TRIMBLE INCTRMB6,194$505,7410.05%
192HENRY JACK & ASSOC INC4262811013,391$505,0220.05%
193RBB FD INC74933W53611,415$504,7720.05%
194LAM RESEARCH CORPLRCX3,767$504,4020.05%
195J P MORGAN EXCHANGE TRADED F46641Q8379,870$500,7060.05%
196VANGUARD INTL EQUITY INDEX F9220428589,236$500,4150.05%
197ALLSTATE CORPALL-PJ2,324$498,8470.05%
198BJS WHSL CLUB HLDGS INC05550J1015,317$495,8110.05%
199OLD DOMINION FREIGHT LINE INODFL3,506$493,5750.05%
200NATWEST GROUP PLCRBSPF34,432$487,2130.05%
201FASTENAL COFAST9,725$476,9140.05%
202SAIA INCSAIA1,577$472,0910.05%
203BRIGHT HORIZONS FAM SOL IN D1091941004,295$466,3090.05%
204L3HARRIS TECHNOLOGIES INCLHX1,525$465,6780.05%
205WARBY PARKER INCWRBY16,861$465,0270.05%
206CHOICE HOTELS INTL INC1699051064,309$460,6760.05%
207DOMINOS PIZZA INCDPZ1,064$459,3400.05%
208VULCAN MATLS CO9291601091,478$454,6630.05%
209CROWDSTRIKE HLDGS INCCRWD927$454,5830.05%
210ISHARES SILVER TRSLV10,644$450,9870.05%
211ADOBE INCADBE1,276$450,1090.05%
212ISHARES TR4642882573,248$449,0040.05%
213PRICE T ROWE GROUP INCTROW4,341$445,5610.05%
214SALESFORCE INCCRM1,845$437,2650.04%
215ROYAL CARIBBEAN GROUPV7780T1031,342$434,2450.04%
216CONSOLIDATED EDISON INCED4,317$433,9450.04%
217ADVANCED MICRO DEVICES INCAMD2,679$433,4360.04%
218TRUIST FINL CORP89832Q1099,411$430,2710.04%
219SPDR SERIES TRUST78464A4094,104$428,9100.04%
220CARRIER GLOBAL CORPORATIONCARR7,179$428,5870.04%
221GE VERNOVA INCGEV692$425,5110.04%
222M & T BK CORP55261F1042,152$425,2790.04%
223DBX ETF TR2330512009,090$421,9360.04%
224THOR INDS INC8851601014,052$420,1520.04%
225ISHARES TR4642876221,127$411,8960.04%
226EBAY INC.EBAY4,493$408,6820.04%
227QUALCOMM INCQCOM2,452$407,9770.04%
228INTERCONTINENTAL EXCHANGE IN45866F1042,421$407,8600.04%
229DIAGEO PLCDGEAF4,228$403,5140.04%
230CAPITAL ONE FINL CORP14040H1051,876$398,8010.04%
231BANCO BILBAO VIZCAYA ARGENTABBVXF20,303$390,8330.04%
232ARCUTIS BIOTHERAPEUTICS INCARQT20,654$389,3280.04%
233SITEONE LANDSCAPE SUPPLY INCSITE2,981$383,9530.04%
234SPOTIFY TECHNOLOGY S ASPOT550$383,9000.04%
235ISHARES TR46434V6215,627$383,0870.04%
236VERTEX PHARMACEUTICALS INCVRTX971$380,2830.04%
237BANCO SANTANDER S.A.BCDRF36,128$378,6220.04%
238REGIONS FINANCIAL CORP NEWRF-PF14,325$377,7510.04%
239INVESCO QQQ TRIVZ628$377,0530.04%
240ISHARES TR464287614797$373,1410.04%
241HP INCHPQ13,655$371,8260.04%
242STRYKER CORPORATIONSYK1,001$369,9510.04%
243FAIR ISAAC CORPFICO247$369,6430.04%
244RYANAIR HOLDINGS PLCRYAOF6,118$368,4260.04%
245TASEKO MINES LTDTGB86,880$367,5030.04%
246FIFTH THIRD BANCORPFITBM8,202$365,4000.04%
247BRITISH AMERN TOB PLC1104481076,848$363,5020.04%
248ARES CAPITAL CORPARCC17,778$362,8470.04%
249TOAST INCTOST9,886$360,9380.04%
250UNION PAC CORPUNP1,526$360,8030.04%
251THERMO FISHER SCIENTIFIC INCTMO735$356,4900.04%
252PROGRESSIVE CORP7433151031,439$355,3620.04%
253PROSHARES TR74348A4673,442$354,7670.04%
254CHEMED CORP NEWCHE790$353,7150.04%
255CMS ENERGY CORPCMS-PC4,821$353,1870.04%
256PULTE GROUP INC7458671012,627$347,1060.04%
257ENOVIX CORPORATIONENVX34,627$345,2320.04%
258VANGUARD INDEX FDS9229087511,352$343,9000.04%
259ISHARES TR46436E7183,409$343,2870.04%
260AUTODESK INCADSK1,055$335,1420.03%
261HAMILTON LANE INCHLNE2,441$329,0230.03%
262CANADIAN NATL RY CO1363751023,467$326,9390.03%
263ISHARES TR4642875981,600$325,8010.03%
264KRATOS DEFENSE & SEC SOLUTIO50077B2073,558$325,0950.03%
265BEONE MEDICINES LTDBEIGF952$324,3470.03%
266XYLEM INCXYL2,193$323,4680.03%
267PENTAIR PLCPNR2,904$321,6480.03%
268BRISTOL-MYERS SQUIBB COCELG-RI7,057$318,2550.03%
269EXPONENT INCEXPO4,526$314,4670.03%
270CONSTELLATION BRANDS INCSTZ2,328$313,5120.03%
271ISHARES TR46432F8423,576$312,1780.03%
272PRINCIPAL FINANCIAL GROUP INPFG3,759$311,6590.03%
273EATON CORP PLCETN829$310,2540.03%
274AMEREN CORPAEE2,921$304,8940.03%
275CREDIT ACCEP CORP MICH225310101652$304,4390.03%
276INTEL CORPINTC8,917$299,1790.03%
277PFIZER INCPFE11,638$296,5330.03%
278SNOWFLAKE INCSNOW1,303$293,8920.03%
279CONOCOPHILLIPSCOP3,106$293,7970.03%
280HILTON WORLDWIDE HLDGS INCHLT1,122$291,0920.03%
281TENET HEALTHCARE CORPTHC1,429$290,1450.03%
282HUBBELL INCHUBB668$287,4480.03%
283MONDELEZ INTL INC6092071054,593$286,9250.03%
284NVENT ELECTRIC PLCNVT2,900$286,0560.03%
285MICRON TECHNOLOGY INCMU1,696$283,7750.03%
286FOSSIL GROUP INCFOSL108,000$277,5600.03%
287ISHARES TR4642888774,086$277,1540.03%
288WILLIAMS COS INC9694571004,343$275,1300.03%
289BEST BUY INCBBY3,633$274,7280.03%
290T-MOBILE US INCTMUSZ1,133$271,2180.03%
291ALNYLAM PHARMACEUTICALS INCALNY590$269,0400.03%
292AXON ENTERPRISE INCAXON374$268,3980.03%
293CHIPOTLE MEXICAN GRILL INCCMG6,824$267,4330.03%
294SCHWAB CHARLES CORPSCHW-PJ2,774$264,8340.03%
295TARGET CORPTGT2,948$264,4360.03%
296ISHARES TR4642874652,832$264,4240.03%
297PEOPLES FINL SVCS CORP7110401055,393$262,1540.03%
298CARVANA COCVNA688$259,5420.03%
299AFLAC INCAFL2,306$257,5810.03%
300IDEXX LABS INC45168D104403$257,4730.03%
301UNITED PARCEL SERVICE INCUPS3,047$254,5050.03%
302PPL CORPPPLC6,764$251,3510.03%
303ISHARES TR46434V8036,321$250,3750.03%
304TOMPKINS FINL CORP8901101093,781$250,3410.03%
305CVS HEALTH CORPCVS3,283$247,5060.03%
306TEXAS INSTRS INC8825081041,339$246,0150.03%
307STARBUCKS CORPSBUX2,902$245,4950.03%
308PALO ALTO NETWORKS INCPANW1,200$244,3440.02%
309GLOBAL X FDS37960A5293,452$242,4690.02%
310SYSCO CORPSYY2,935$241,6800.02%
311KINROSS GOLD CORPKGCRF9,649$239,7780.02%
312TWILIO INCTWLO2,388$239,0150.02%
313YUM BRANDS INCYUM1,567$238,1840.02%
314BRIDGEBIO PHARMA INCBBIO4,537$235,6520.02%
315DANAHER CORPORATION2358511021,187$235,3350.02%
316CITIGROUP INCC-PR2,318$235,2770.02%
317CAMECO CORPCCJ2,797$234,5570.02%
318SYNOPSYS INCSNPS468$230,9070.02%
319WP CAREY INC92936U1093,406$230,1440.02%
320ASCENDIS PHARMA A/SASND1,157$230,0240.02%
321NEBIUS GROUP N.V.NBIS2,047$229,8170.02%
322VANECK ETF TRUST92189F1063,005$229,5820.02%
323EDISON INTL2810201074,038$223,2210.02%
324SPINNAKER ETF SERIES84858T7724,745$222,8730.02%
325SBA COMMUNICATIONS CORP NEWSBAC1,146$221,5800.02%
326LYONDELLBASELL INDUSTRIES NLYB4,490$220,1900.02%
327CYTOKINETICS INCCYTK3,982$218,8510.02%
328ACCENTURE PLC IRELANDACN880$217,0080.02%
329GLOBAL X FDS37954Y8714,534$216,1360.02%
330APOLLO GLOBAL MGMT INC03769M1061,569$209,1010.02%
331ANHEUSER BUSCH INBEV SA/NVBUDFF3,506$208,9930.02%
332NISOURCE INCNI4,813$208,4180.02%
333SHERWIN WILLIAMS COSHW601$208,1030.02%
334VANGUARD SCOTTSDALE FDS92206C4092,600$207,8180.02%
335FIDELITY COVINGTON TRUST31609A3055,043$207,3690.02%
336LINDE PLCLIN434$206,1500.02%
337CRH PLCCRH1,700$203,8300.02%
338VANGUARD INDEX FDS9229087441,086$202,5290.02%
339CBOE GLOBAL MKTS INC12503M108825$202,3320.02%
340NATERA INCNTRA1,254$201,8570.02%
341ISHARES TR46432F8759,428$200,6280.02%
342VANGUARD SPECIALIZED FUNDS921908844927$200,0380.02%
343REPOSITRAK INCTRAK12,775$189,3260.02%
344THREDUP INCTDUP17,554$165,8860.02%
345FIRST WATCH RESTAURANT GROUPFWRG10,471$163,7670.02%
346RECURSION PHARMACEUTICALS INRXRX13,000$63,4400.01%
347OUTLOOK THERAPEUTICS INCOTLK48,235$51,1300.01%