Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q2 2025 · Filed July 16, 2025 · Accession 0001877090-25-000004

Total Value
$371.5M
Positions
189
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (189)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78468R663548,323$50.3M13.54%
2ASA GOLD AND PRECIOUS MTLS LG3156P103500,209$15.8M4.25%
3ISHARES TR46436E718143,544$14.5M3.89%
4VANECK ETF TRUST92189F486504,422$12.9M3.46%
5VANGUARD INTL EQUITY INDEX F922042775188,242$12.7M3.41%
6VANGUARD MALVERN FDS922020805216,060$10.9M2.92%
7FIRST TR EXCH TRADED FD III33739E108487,611$8.7M2.34%
8ISHARES SILVER TRSLV204,249$6.7M1.80%
9VANGUARD INTL EQUITY INDEX F92204271846,744$6.3M1.69%
10DOUBLELINE OPPORTUNISTIC CRDBL398,592$6.1M1.65%
11NUVEEN S&P 500 BUY-WRITE INCNU432,690$6.0M1.62%
12SSGA ACTIVE ETF TR78467V608128,260$5.3M1.44%
13SPDR GOLD TRGLD16,747$5.1M1.37%
14SPDR SERIES TRUST78464A292153,924$4.9M1.32%
15JPMORGAN CHASE & CO.VYLD15,080$4.4M1.18%
16FRANKLIN RESOURCES INCBEN178,885$4.3M1.15%
17JABIL INCJBL18,718$4.1M1.10%
18ISHARES TR46428757237,217$4.0M1.08%
19INTERNATIONAL BUSINESS MACHSINTR12,603$3.7M1.00%
20BERKSHIRE HATHAWAY INC DELBRK-A5$3.6M0.98%
21ARTISAN PARTNERS ASSET MGMT04316A10881,801$3.6M0.98%
22TEXAS INSTRS INC88250810417,411$3.6M0.97%
23APPLE INCAAPL17,529$3.6M0.97%
24EOG RES INCEOG29,035$3.5M0.93%
25INVESCO EXCHANGE TRADED FD TIVZ70,309$3.4M0.92%
26CISCO SYS INCCSCO46,858$3.3M0.88%
27ISHARES TR46434V62148,139$3.1M0.83%
28FIRST TR EXCHANGE TRADED FD33734X200110,814$3.1M0.82%
29LYONDELLBASELL INDUSTRIES NLYB51,320$3.0M0.80%
30ONEOK INC NEWOKE35,497$2.9M0.78%
31EXXON MOBIL CORPXOM26,391$2.8M0.77%
32SKYWORKS SOLUTIONS INCSWKS38,135$2.8M0.76%
33BELDEN INCBDC24,161$2.8M0.75%
34MICROSOFT CORPMSFT5,337$2.7M0.71%
35INVESCO EXCHANGE TRADED FD TIVZ50,297$2.5M0.68%
36GREIF INCGEF-B37,869$2.5M0.66%
37FREEPORT-MCMORAN INCFCX56,499$2.4M0.66%
38ATKORE INCATKR33,473$2.4M0.64%
39INVESCO EXCHANGE TRADED FD TIVZ12,846$2.3M0.63%
40BORGWARNER INCBWA66,365$2.2M0.60%
41VISHAY INTERTECHNOLOGY INCVSH137,943$2.2M0.59%
42CRANE COMPANYCR11,441$2.2M0.58%
43QUALCOMM INCQCOM13,152$2.1M0.56%
44JOHNSON & JOHNSONJNJ13,404$2.0M0.55%
45CLEVELAND-CLIFFS INC NEWCLF259,463$2.0M0.53%
46INVESCO EXCHANGE TRADED FD TIVZ42,149$1.9M0.52%
47HARLEY DAVIDSON INCHOG81,335$1.9M0.52%
48VISA INCV5,305$1.9M0.51%
49HARBOR ETF TRUST41151J50576,682$1.9M0.50%
50PEPSICO INCPEP14,005$1.8M0.50%
51NEW YORK LIFE INVESTMENTS ET45409B10756,790$1.8M0.49%
52HILLENBRAND INC43157110888,835$1.8M0.48%
53EXCHANGE TRADED CONCEPTS TRU30150588942,357$1.8M0.48%
54EMERSON ELEC COEMR13,087$1.7M0.47%
55DXC TECHNOLOGY CODXC112,567$1.7M0.46%
56LITMAN GREGORY FDS TR53700T82766,857$1.7M0.46%
57CHEMOURS COCC142,875$1.6M0.44%
58HUNTSMAN CORPHUN149,044$1.6M0.42%
59TRINITY INDS INC89652210957,196$1.5M0.42%
60PACCAR INCPCAR16,220$1.5M0.42%
61MICROCHIP TECHNOLOGY INC.MCHPP21,495$1.5M0.41%
62MERCK & CO INCMRK18,631$1.5M0.40%
63SSGA ACTIVE ETF TR78467V10350,592$1.5M0.40%
64AMERICAN EXPRESS COAXP4,597$1.5M0.39%
65SPDR SERIES TRUST78464A20116,514$1.5M0.39%
66HF SINCLAIR CORPDINO34,063$1.4M0.38%
67VANGUARD INDEX FDS9229087694,562$1.4M0.37%
68C H ROBINSON WORLDWIDE INCCHRW13,749$1.3M0.36%
69SPDR SERIES TRUST78464A82115,148$1.3M0.35%
70MERCHANTS BANCORP INDMBINN39,126$1.3M0.35%
71ACUITY INCAYI4,333$1.3M0.35%
72MSC INDL DIRECT INC55353010614,963$1.3M0.34%
73ABBVIE INCABBV6,769$1.3M0.34%
74GRAINGER W W INC3848021041,191$1.2M0.33%
75LEVI STRAUSS & CO NEWLEVI66,778$1.2M0.33%
76KROGER COKR16,808$1.2M0.32%
77MAGNA INTL INC55922240131,194$1.2M0.32%
78CUMMINS INCCMI3,653$1.2M0.32%
79ISHARES GOLD TRIAU19,182$1.2M0.32%
80ISHARES TR4642876717,786$1.2M0.32%
81SPDR SERIES TRUST78464A40912,209$1.2M0.31%
82ALPHABET INCGOOG6,592$1.2M0.31%
83ISHARES TR46428843014,162$1.1M0.31%
84VANGUARD TAX-MANAGED FDS92194385819,660$1.1M0.30%
85ANGEL OAK FINL STRATEGIES IN03464A10086,226$1.1M0.30%
86STARBUCKS CORPSBUX12,126$1.1M0.30%
87INVESCO EXCHANGE TRADED FD TIVZ11,620$1.1M0.29%
88SNAP ON INCSNA3,462$1.1M0.29%
89MCDONALDS CORPMCD3,661$1.1M0.29%
90FARMERS NATIONAL BANC CORPFMNB77,104$1.1M0.29%
91INTEL CORPINTC46,533$1.0M0.28%
92SCHWAB STRATEGIC TR80852410242,718$1.0M0.27%
93BOOZ ALLEN HAMILTON HLDG CORBAH9,728$1.0M0.27%
94AMGEN INCAMGN3,608$1.0M0.27%
95CITIGROUP INCC-PR11,663$992,7440.27%
96AVERY DENNISON CORPAVY5,580$979,1440.26%
97SIMPLIFY EXCHANGE TRADED FUN82889N53344,328$974,7650.26%
98AON PLCAON2,695$961,5570.26%
99ALPHABET INCGOOG5,364$951,5200.26%
100ISHARES TR46432F83412,146$939,0410.25%
101UNITEDHEALTH GROUP INCUNH2,963$924,5000.25%
102BERKSHIRE HATHAWAY INC DELBRK-A1,887$916,6480.25%
103COGNIZANT TECHNOLOGY SOLUTIOCTSH11,660$909,8020.24%
104AUTOMATIC DATA PROCESSING INADP2,926$902,3780.24%
105CELANESE CORP DELCE15,781$873,1730.24%
106EAST WEST BANCORP INCEWBC8,619$870,3080.23%
107RTX CORPORATIONRTX5,878$858,3060.23%
1083M COMMM5,505$838,1090.23%
109PRICE T ROWE GROUP INCTROW8,614$831,2490.22%
110ISHARES TR4642872001,292$802,2430.22%
111FIRST TR EXCH TRADED FD III33739P10311,988$794,5580.21%
112MERCADOLIBRE INCMELI301$786,7030.21%
113CHOICE HOTELS INTL INC1699051066,198$786,4020.21%
114GILEAD SCIENCES INCGILD6,499$720,5320.19%
115AMAZON COM INCAMZN3,237$710,2110.19%
116ISHARES TR46429B6977,540$707,7800.19%
117ABBOTT LABSABLZF4,971$676,1060.18%
118ISHARES TR46434V28210,471$671,5050.18%
119ISHARES TR46434V40714,947$644,8000.17%
120FIRSTENERGY CORPFE15,969$642,9250.17%
121ELI LILLY & COLLY819$638,4350.17%
122INVESCO EXCHANGE TRADED FD TIVZ5,185$626,7670.17%
123SCHWAB STRATEGIC TR80852430021,291$621,9050.17%
124VIRTUS CONVERTIBLE & INC FD92838U80148,093$617,5110.17%
125PPL CORPPPLC18,124$614,2240.17%
126SONY GROUP CORPSNEJF23,327$607,2020.16%
127SPDR SERIES TRUST78464A8057,925$593,5030.16%
128INVESCO EXCHANGE TRADED FD TIVZ5,360$561,5950.15%
129ISHARES U S ETF TR46431W7056,068$560,7020.15%
130FLUTTER ENTMT PLCG3643J1081,849$528,2270.14%
131DANAHER CORPORATION2358511022,546$502,9370.14%
132ISHARES TR46434V64720,235$499,8140.13%
133UNILEVER PLCUNLYF7,954$486,5460.13%
134DISNEY WALT CO2546871063,923$486,5030.13%
135ADVENT CONV & INCOME FD00764C10934,780$421,1860.11%
136ISHARES TR46434V6138,911$411,9440.11%
137META PLATFORMS INCMETA551$406,7050.11%
138SPDR INDEX SHS FDS78463X8555,862$394,7020.11%
139SPDR SERIES TRUST78464A36717,428$393,3420.11%
140CARRIER GLOBAL CORPORATIONCARR5,339$390,7610.11%
141VANGUARD WHITEHALL FDS9219464062,908$387,7030.10%
142AT&T INCT-PC13,157$380,7560.10%
143PFIZER INCPFE15,406$373,4480.10%
144LIGHT & WONDER INCLAWIL3,750$360,9750.10%
145DIAGEO PLCDGEAF3,508$353,7470.10%
146SPDR SERIES TRUST78464A5086,685$349,8930.09%
147CINTAS CORPCTAS1,567$349,3080.09%
148ISHARES TR46432F8424,173$348,3350.09%
149VANGUARD BD INDEX FDS9219378354,506$331,8060.09%
150J P MORGAN EXCHANGE TRADED F46641Q8376,546$331,7510.09%
151SCHWAB STRATEGIC TR80852480514,444$319,2120.09%
152WALGREENS BOOTS ALLIANCE INC93142710827,748$318,5430.09%
153TIDAL TR II88636J2537,808$315,1310.08%
154ISHARES INC46434G1035,133$308,1340.08%
155HARBORONE BANCORP INC NEW41165Y10025,649$299,5800.08%
156ISHARES INC4642865252,516$298,3220.08%
157MACERICH COMAC18,433$298,2530.08%
158INVESCO QQQ TRIVZ539$297,1410.08%
159LISTED FDS TR53656G4985,050$280,1240.08%
160INTUITINTU352$277,2460.07%
161CHICAGO ATLANTIC BDC INCLIEN26,233$271,5120.07%
162VANGUARD INDEX FDS9229085532,985$265,8630.07%
163ISHARES TR4642873092,320$255,4590.07%
164BROADCOM INCAVGO910$250,8420.07%
165SPDR S&P 500 ETF TRSPY402$248,5630.07%
166FIDELITY NATL INFORMATION SV31620M1063,017$245,6140.07%
167NVIDIA CORPORATIONNVDA1,535$242,4560.07%
168VANGUARD INDEX FDS922908363418$237,6590.06%
169SANFILIPPO JOHN B & SON INCJBSS3,754$237,4030.06%
170HUBSPOT INCHUBS416$231,5580.06%
171CORNING INCGLW4,248$223,4020.06%
172AMERIPRISE FINL INC03076C106412$219,8970.06%
173ISHARES TR464287622643$218,3440.06%
174VANECK ETF TRUST92189F7913,211$217,0310.06%
175HOME DEPOT INCHD589$215,8150.06%
176FAIR ISAAC CORPFICO116$212,0430.06%
177ISHARES TR4642878871,589$211,4010.06%
178BANK AMERICA CORP0605051044,413$208,8230.06%
179VANGUARD WORLD FD92204A3061,745$207,8640.06%
180ISHARES TR4642875981,066$207,0490.06%
181ISHARES TR4642898592,479$206,7490.06%
182RIVERNORTH MANAGED DUR MUN I76882H10513,697$183,6770.05%
183EATON VANCE MUNI INCOME TRUSETN15,906$162,7180.04%
184O-I GLASS INCOI11,015$162,3610.04%
185KRONOS WORLDWIDE INCKRO25,908$160,6310.04%
186RIVERNORTH OPPORTUNISTIC MUNRMI10,170$144,9700.04%
187BLACKSTONE STRATEGIC CRED 20BX10,209$123,7330.03%
188SERA PROGNOSTICS INCSERA43,388$120,1850.03%
189JETBLUE AWYS CORP47714310110,242$43,3240.01%