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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

Twelve Points Wealth Management LLC

Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001877090-25-000003

Total Value
$368.6M
Positions
176
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (176)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R663781,413$71.7M19.45%
2ISHARES TR46436E718152,134$15.3M4.16%
3ASA GOLD AND PRECIOUS MTLS LG3156P103502,146$15.1M4.11%
4VANECK ETF TRUST92189F486460,292$11.8M3.19%
5VANGUARD MALVERN FDS922020805205,748$10.3M2.79%
6INVESCO EXCHANGE TRADED FD TIVZ205,196$9.0M2.44%
7FIRST TR EXCH TRADED FD III33739E108465,707$8.2M2.22%
8INVESCO EXCHANGE TRADED FD TIVZ171,485$8.0M2.18%
9ISHARES GOLD TRIAU108,695$6.4M1.74%
10INVESCO EXCHANGE TRADED FD TIVZ160,362$6.1M1.66%
11DOUBLELINE OPPORTUNISTIC CRDBL373,236$5.8M1.58%
12NUVEEN S&P 500 BUY-WRITE INCNU414,978$5.4M1.48%
13SPDR GOLD TRGLD16,840$4.9M1.32%
14SPDR SER TR78464A292144,463$4.7M1.27%
15SSGA ACTIVE ETF TR78467V608111,614$4.6M1.25%
16BERKSHIRE HATHAWAY INC DELBRK-A5$4.0M1.08%
17APPLE INCAAPL17,701$3.9M1.07%
18JPMORGAN CHASE & CO.VYLD15,035$3.7M1.00%
19VANECK ETF TRUST92189F69238,207$3.5M0.94%
20FRANKLIN RESOURCES INCBEN177,209$3.4M0.93%
21EOG RES INCEOG26,151$3.4M0.91%
22INTERNATIONAL BUSINESS MACHSINTR12,884$3.2M0.87%
23LYONDELLBASELL INDUSTRIES NLYB44,316$3.1M0.85%
24ARTISAN PARTNERS ASSET MGMT04316A10877,190$3.0M0.82%
25ONEOK INC NEWOKE30,045$3.0M0.81%
26INVESCO EXCHANGE TRADED FD TIVZ31,841$2.9M0.80%
27TEXAS INSTRS INC88250810416,346$2.9M0.80%
28CISCO SYS INCCSCO47,586$2.9M0.80%
29ISHARES TR46434V62145,967$2.8M0.77%
30EXXON MOBIL CORPXOM23,740$2.8M0.77%
31FIRST TR EXCHANGE TRADED FD33734X200108,184$2.6M0.71%
32JABIL INCJBL18,805$2.6M0.69%
33SKYWORKS SOLUTIONS INCSWKS37,784$2.4M0.66%
34BELDEN INCBDC23,679$2.4M0.64%
35INVESCO EXCHANGE TRADED FD TIVZ13,205$2.3M0.62%
36JOHNSON & JOHNSONJNJ13,214$2.2M0.59%
37FREEPORT-MCMORAN INCFCX53,802$2.0M0.55%
38PEPSICO INCPEP13,421$2.0M0.55%
39QUALCOMM INCQCOM13,001$2.0M0.54%
40VISHAY INTERTECHNOLOGY INCVSH123,144$2.0M0.53%
41MICROSOFT CORPMSFT5,141$1.9M0.52%
42GREIF INCGEF-B34,504$1.9M0.51%
43CLEVELAND-CLIFFS INC NEWCLF225,499$1.9M0.50%
44ATKORE INCATKR30,776$1.8M0.50%
45VISA INCV5,246$1.8M0.50%
46HUNTSMAN CORPHUN115,641$1.8M0.50%
47HARLEY DAVIDSON INCHOG71,369$1.8M0.49%
48BORGWARNER INCBWA62,069$1.8M0.48%
49HILLENBRAND INC43157110873,629$1.8M0.48%
50NEW YORK LIFE INVESTMENTS ET45409B10756,284$1.8M0.48%
51HARBOR ETF TRUST41151J50572,811$1.8M0.48%
52CRANE COMPANYCR11,405$1.7M0.47%
53DXC TECHNOLOGY CODXC101,974$1.7M0.47%
54LITMAN GREGORY FDS TR53700T82766,797$1.7M0.46%
55CHEMOURS COCC122,032$1.7M0.45%
56INVESCO EXCHANGE TRADED FD TIVZ16,573$1.6M0.44%
57EXCHANGE TRADED CONCEPTS TRU30150588942,357$1.6M0.44%
58MERCK & CO INCMRK17,339$1.6M0.42%
59ISHARES TR46428767112,161$1.5M0.42%
60SPDR SER TR78464A20117,987$1.5M0.41%
61TRINITY INDS INC89652210951,898$1.5M0.40%
62PACCAR INCPCAR14,542$1.4M0.38%
63SSGA ACTIVE ETF TR78467V10349,319$1.4M0.38%
64MERCHANTS BANCORP INDMBINN37,783$1.4M0.38%
65C H ROBINSON WORLDWIDE INCCHRW13,373$1.4M0.37%
66EMERSON ELEC COEMR12,461$1.4M0.37%
67ABBVIE INCABBV6,394$1.3M0.36%
68AMERICAN EXPRESS COAXP4,582$1.2M0.33%
69INVESCO EXCHANGE TRADED FD TIVZ10,758$1.2M0.33%
70SPDR SER TR78464A82115,148$1.2M0.33%
71ANGEL OAK FINL STRATEGIES IN03464A10086,534$1.2M0.32%
72STARBUCKS CORPSBUX11,812$1.2M0.31%
73GRAINGER W W INC3848021041,168$1.2M0.31%
74MCDONALDS CORPMCD3,669$1.1M0.31%
75KROGER COKR16,760$1.1M0.31%
76HF SINCLAIR CORPDINO34,149$1.1M0.30%
77MSC INDL DIRECT INC55353010614,426$1.1M0.30%
78SNAP ON INCSNA3,286$1.1M0.30%
79CUMMINS INCCMI3,525$1.1M0.30%
80ACUITY INCAYI4,134$1.1M0.30%
81MICROCHIP TECHNOLOGY INC.MCHPP22,349$1.1M0.29%
82INTEL CORPINTC46,416$1.1M0.29%
83AON PLCAON2,593$1.0M0.28%
84MAGNA INTL INC55922240130,384$1.0M0.28%
85UNITEDHEALTH GROUP INCUNH1,958$1.0M0.28%
86ISHARES TR46428843014,085$1.0M0.28%
87LEVI STRAUSS & CO NEWLEVI64,762$1.0M0.27%
88BERKSHIRE HATHAWAY INC DELBRK-A1,887$1.0M0.27%
89AMGEN INCAMGN3,215$1.0M0.27%
90ALPHABET INCGOOG6,410$991,2620.27%
91SPDR SER TR78464A40912,209$981,2370.27%
92VANGUARD TAX-MANAGED FDS92194385819,152$973,4930.26%
93SIMPLIFY EXCHANGE TRADED FUN82889N53341,708$968,0960.26%
94FARMERS NATIONAL BANC CORPFMNB73,838$963,5860.26%
95BOOZ ALLEN HAMILTON HLDG CORBAH9,144$956,2510.26%
96SCHWAB STRATEGIC TR80852410242,718$919,7080.25%
97AVERY DENNISON CORPAVY5,054$899,4630.24%
98AUTOMATIC DATA PROCESSING INADP2,926$893,9810.24%
99COGNIZANT TECHNOLOGY SOLUTIOCTSH11,649$891,1830.24%
100CELANESE CORP DELCE15,631$887,3800.24%
101VANGUARD INDEX FDS9229087693,139$862,7200.23%
102CITIGROUP INCC-PR11,975$850,0810.23%
103CHOICE HOTELS INTL INC1699051066,174$819,7840.22%
1043M COMMM5,382$790,4160.21%
105EAST WEST BANCORP INCEWBC8,725$783,1970.21%
106ALPHABET INCGOOG4,954$773,9630.21%
107PRICE T ROWE GROUP INCTROW8,391$770,9160.21%
108ISHARES TR46432F83410,785$752,8830.20%
109ISHARES TR4642872001,287$723,1650.20%
110FIRST TR EXCH TRADED FD III33739P10311,252$721,0000.20%
111GILEAD SCIENCES INCGILD6,401$717,1940.19%
112ISHARES TR46429B6977,540$706,1960.19%
113ELI LILLY & COLLY807$666,5090.18%
114ABBOTT LABSABLZF4,960$657,9440.18%
115PPL CORPPPLC18,122$654,3760.18%
116FIRSTENERGY CORPFE15,781$637,8630.17%
117RTX CORPORATIONRTX4,791$634,6160.17%
118ISHARES TR46434V28210,632$615,3800.17%
119SONY GROUP CORPSNEJF23,345$592,7300.16%
120AMAZON COM INCAMZN2,990$568,9170.15%
121VIRTUS CONVERTIBLE & INC FD92838U80148,093$555,9520.15%
122SPDR SER TR78464A8058,025$545,7800.15%
123DANAHER CORPORATION2358511022,546$521,9300.14%
124SCHWAB STRATEGIC TR80852430020,689$518,0500.14%
125MERCADOLIBRE INCMELI264$515,0300.14%
126UNILEVER PLCUNLYF8,061$480,0330.13%
127ISHARES TR46434V64719,167$465,0030.13%
128SPDR SER TR78464A36719,805$447,0050.12%
129FLUTTER ENTMT PLCG3643J1081,911$423,2710.11%
130ADVENT CONV & INCOME FD00764C10934,849$401,8060.11%
131DISNEY WALT CO2546871063,906$385,5320.10%
132PFIZER INCPFE15,127$383,3250.10%
133AT&T INCT-PC13,237$374,3350.10%
134ISHARES TR46434V6138,022$369,6410.10%
135DIAGEO PLCDGEAF3,515$368,3370.10%
136META PLATFORMS INCMETA617$355,6140.10%
137VANGUARD BD INDEX FDS9219378354,828$354,6430.10%
138VANGUARD WHITEHALL FDS9219464062,671$344,4520.09%
139SPDR INDEX SHS FDS78463X8555,553$344,2860.09%
140SPDR SER TR78464A5086,685$341,4030.09%
141CARRIER GLOBAL CORPORATIONCARR5,339$338,4930.09%
142J P MORGAN EXCHANGE TRADED F46641Q8376,546$331,4240.09%
143LIGHT & WONDER INCLAWIL3,750$324,7880.09%
144MACERICH COMAC18,598$319,3200.09%
145ISHARES TR46432F8424,150$313,9630.09%
146WALGREENS BOOTS ALLIANCE INC93142710827,837$310,9350.08%
147ISHARES INC4642865252,516$292,7870.08%
148SCHWAB STRATEGIC TR80852480514,444$285,7020.08%
149CINTAS CORPCTAS1,367$281,0240.08%
150ISHARES INC46434G1035,133$277,0280.08%
151NVIDIA CORPORATIONNVDA2,525$273,6110.07%
152VANGUARD INDEX FDS9229085532,985$270,2790.07%
153SANFILIPPO JOHN B & SON INCJBSS3,754$266,0080.07%
154HARBORONE BANCORP INC NEW41165Y10025,649$265,9800.07%
155HUBSPOT INCHUBS406$231,9440.06%
156SPDR S&P 500 ETF TRSPY414$231,6290.06%
157FIDELITY NATL INFORMATION SV31620M1063,032$226,4300.06%
158VANGUARD WORLD FD92204A3061,745$226,3440.06%
159INVESCO QQQ TRIVZ481$225,4990.06%
160ISHARES TR46434V4075,283$224,6420.06%
161HOME DEPOT INCHD605$221,5890.06%
162INTUITINTU352$216,1240.06%
163ISHARES TR4642873092,320$215,3880.06%
164FAIR ISAAC CORPFICO115$212,0780.06%
165VANGUARD INDEX FDS922908363404$207,7180.06%
166BANK AMERICA CORP0605051044,913$205,0190.06%
167ISHARES TR4642875981,066$200,5790.05%
168RIVERNORTH MANAGED DUR MUN I76882H10513,697$196,1410.05%
169KRONOS WORLDWIDE INCKRO24,627$184,2070.05%
170EATON VANCE MUNI INCOME TRUSETN15,906$163,1960.04%
171SERA PROGNOSTICS INCSERA43,388$159,6680.04%
172RIVERNORTH OPPORTUNISTIC MUNRMI10,170$151,8380.04%
173FLAGSTAR FINANCIAL INCFLG-PU10,752$124,9340.03%
174O-I GLASS INCOI10,791$123,7730.03%
175BLACKSTONE STRATEGIC CRED 20BX10,209$123,3250.03%
176JETBLUE AWYS CORP47714310110,242$49,3660.01%