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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

Lifeworks Advisors, LLC

Quarter ended Q3 2024 · Filed November 6, 2024 · Accession 0001951757-24-001176

Total Value
$508.7M
Positions
295
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (295)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR INDEX SHS FDS78463X889536,458$20.1M3.96%
2ISHARES TR46429B267737,514$17.3M3.40%
3ISHARES TR464287242127,956$14.5M2.84%
4ISHARES TR464288588128,073$12.3M2.41%
5VANGUARD CHARLOTTE FDS92203J407238,554$12.0M2.36%
6VANGUARD MALVERN FDS922020805224,688$11.1M2.18%
7FIDELITY COVINGTON TRUST316092600119,897$8.7M1.72%
8FIDELITY COVINGTON TRUST31609280846,915$8.2M1.61%
9MICROSOFT CORPMSFT17,193$7.4M1.45%
10ISHARES GOLD TRIAU145,452$7.2M1.42%
11JOHNSON & JOHNSONJNJ42,897$7.0M1.37%
12VANECK MERK GOLD ETFOUNZ273,021$6.9M1.36%
13CAMPBELL SOUP COCPB139,529$6.8M1.34%
14INTERNATIONAL BUSINESS MACHSINTR30,244$6.7M1.31%
15ABBVIE INCABBV33,698$6.7M1.31%
16SPDR SER TR78464A649249,579$6.5M1.28%
17GILEAD SCIENCES INCGILD77,119$6.5M1.27%
18ORACLE CORPORCL-PD37,869$6.5M1.27%
19ELI LILLY & COLLY7,179$6.4M1.25%
20MERCK & CO INCMRK54,693$6.2M1.22%
21APPLE INCAAPL26,014$6.1M1.19%
22AMGEN INCAMGN18,731$6.0M1.19%
23BRISTOL-MYERS SQUIBB COCELG-RI110,083$5.7M1.12%
24PFIZER INCPFE195,440$5.7M1.11%
25SPDR SER TR78464A85483,745$5.7M1.11%
26VERTEX PHARMACEUTICALS INCVRTX11,853$5.5M1.08%
27REGENERON PHARMACEUTICALSREGN5,126$5.4M1.06%
28SCHWAB STRATEGIC TR80852420177,913$5.3M1.04%
29CISCO SYS INCCSCO92,946$4.9M0.97%
30EVEREST GROUP LTDEG12,265$4.8M0.94%
31ISHARES TR4642872008,087$4.7M0.92%
32OTIS WORLDWIDE CORPOTIS44,005$4.6M0.90%
33REPUBLIC SVCS INC76075910021,469$4.3M0.85%
34AMCOR PLCAMCCF364,999$4.1M0.81%
35MOTOROLA SOLUTIONS INCMSI9,143$4.1M0.81%
36PACCAR INCPCAR41,657$4.1M0.81%
37ISHARES BITCOIN TRUST ETFIBIT111,383$4.0M0.79%
38ISHARES TR46428841435,533$3.9M0.76%
39BROADCOM INCAVGO20,828$3.6M0.71%
40GARMIN LTDGRMN20,111$3.5M0.70%
41ILLINOIS TOOL WKS INC45230810913,494$3.5M0.70%
42GODADDY INCGDDY22,138$3.5M0.68%
43ETFS GOLD TR00326A104134,756$3.4M0.67%
44SPDR S&P 500 ETF TRSPY5,747$3.3M0.65%
45INVESCO QQQ TRIVZ6,713$3.3M0.64%
46EA SERIES TRUST02072L508123,162$3.3M0.64%
47CATERPILLAR INCCAT8,260$3.2M0.64%
48ISHARES TR46428744032,782$3.2M0.63%
49TEXAS INSTRS INC88250810415,550$3.2M0.63%
50EA SERIES TRUST02072L56529,465$3.2M0.63%
51CUMMINS INCCMI9,654$3.1M0.61%
52NVIDIA CORPORATIONNVDA25,211$3.1M0.60%
53EATON CORP PLCETN9,016$3.0M0.59%
54ISHARES TR46428773929,265$3.0M0.59%
55STRATEGY SHSSTRD94,034$3.0M0.58%
56CORNING INCGLW61,298$2.8M0.54%
57SCHWAB STRATEGIC TR80852480564,784$2.7M0.52%
58JUNIPER NETWORKS INC48203R10468,076$2.7M0.52%
59NETAPP INCNTAP21,454$2.6M0.52%
60LYONDELLBASELL INDUSTRIES NLYB26,884$2.6M0.51%
61SCHWAB STRATEGIC TR80852486252,120$2.6M0.50%
62HP INCHPQ70,787$2.5M0.50%
63FIDELITY COVINGTON TRUST31609270934,620$2.5M0.49%
64TE CONNECTIVITY PLCTEL16,032$2.4M0.48%
65DEERE & CODE5,620$2.3M0.46%
66EBAY INC.EBAY35,946$2.3M0.46%
67HEWLETT PACKARD ENTERPRISE CHPE-PC112,764$2.3M0.45%
68VANECK ETF TRUST92189F64323,153$2.2M0.44%
69QUALCOMM INCQCOM13,172$2.2M0.44%
70DOW INCDOW40,701$2.2M0.44%
71CARRIER GLOBAL CORPORATIONCARR26,846$2.2M0.42%
72SPDR SER TR78464A40925,818$2.1M0.42%
73SPDR INDEX SHS FDS78463X50948,155$2.0M0.39%
74KLA CORPKLAC2,535$2.0M0.39%
75APPLIED MATLS INC0382221059,664$2.0M0.38%
76EA SERIES TRUST02072L40930,352$1.9M0.38%
77PEPSICO INCPEP11,436$1.9M0.38%
78NXP SEMICONDUCTORS N VNXPI8,050$1.9M0.38%
79PENTAIR PLCPNR19,476$1.9M0.37%
80EA SERIES TRUST02072L10240,552$1.9M0.37%
81JABIL INCJBL15,597$1.9M0.37%
82CELANESE CORP DELCE13,303$1.8M0.36%
83SPDR SER TR78464A50834,115$1.8M0.35%
84VANGUARD INDEX FDS92290874410,163$1.8M0.35%
85WALMART INCWMT21,871$1.8M0.35%
86FIDELITY COVINGTON TRUST31609220419,377$1.7M0.34%
87SPDR SER TR78464A47456,464$1.7M0.34%
88ISHARES TR46428722616,735$1.7M0.33%
89MICROCHIP TECHNOLOGY INC.MCHPP20,638$1.7M0.33%
90ISHARES TR4642876557,486$1.7M0.33%
91HOME DEPOT INCHD4,049$1.6M0.32%
92INVESCO ACTVELY MNGD ETC FDIVZ118,884$1.6M0.31%
93FIDELITY COVINGTON TRUST31609230330,295$1.5M0.30%
94LAM RESEARCH CORPLRCX1,838$1.5M0.29%
95FIDELITY COVINGTON TRUST31609287326,803$1.5M0.29%
96ISHARES TR46428743214,600$1.4M0.28%
97DIMENSIONAL ETF TRUST25434V70840,957$1.4M0.28%
98VANGUARD INDEX FDS9229086375,226$1.4M0.27%
99EA SERIES TRUST02072L30046,428$1.3M0.26%
100SPDR SER TR78464A80518,527$1.3M0.26%
101TESLA INCTSLA4,768$1.2M0.25%
102ALPHABET INCGOOG7,471$1.2M0.24%
103VANGUARD SCOTTSDALE FDS92206C10220,076$1.2M0.23%
104FIDELITY COVINGTON TRUST31609250118,143$1.2M0.23%
105FIDELITY COVINGTON TRUST31609288121,291$1.2M0.23%
106ISHARES TR46434V61324,145$1.1M0.22%
107SPDR SER TR78464A84720,351$1.1M0.22%
108ISHARES TR46428730911,608$1.1M0.22%
109EA SERIES TRUST02072L20141,306$1.1M0.21%
110CAMBRIA ETF TR13206170630,222$1.0M0.21%
111AMAZON COM INCAMZN5,585$1.0M0.20%
112EXXON MOBIL CORPXOM8,749$1.0M0.20%
113VANGUARD INDEX FDS9229087362,600$998,2180.20%
114COCA COLA COKO13,629$979,3860.19%
115BLACKROCK ETF TRUSTBLK19,455$962,4390.19%
116SELECT SECTOR SPDR TR81369Y50610,906$957,5220.19%
117SPDR SER TR78468R10132,357$951,6190.19%
118VERIZON COMMUNICATIONS INCVZ21,176$950,9990.19%
119ISHARES TR4642888858,781$945,2750.19%
120ISHARES TR46428887716,311$938,3720.18%
121BIOGEN INCBIIB4,775$925,5430.18%
122ISHARES TR46428750714,605$910,1570.18%
123META PLATFORMS INCMETA1,572$899,8640.18%
124SPDR SER TR78464A67230,349$881,9420.17%
125COLGATE PALMOLIVE COCL8,383$870,2320.17%
126ISHARES TR46432F3394,806$861,7160.17%
127AMERICAN EXPRESS COAXP3,134$849,9410.17%
128PROCTER AND GAMBLE CO7427181094,894$847,5830.17%
129UNITEDHEALTH GROUP INCUNH1,446$845,4470.17%
130VANGUARD BD INDEX FDS92193783510,995$825,8340.16%
131JPMORGAN CHASE & CO.VYLD3,893$820,8780.16%
132BERKSHIRE HATHAWAY INC DELBRK-A1,765$812,3590.16%
133SPDR SER TR78468R60633,351$802,0920.16%
134SPDR SER TR78468R85317,622$801,9770.16%
135COSTCO WHSL CORP NEW22160K105884$783,6840.15%
136INVESCO EXCH TRADED FD TR IIIVZ15,162$766,7420.15%
137SEAGATE TECHNOLOGY HLDNGS PLSE6,621$725,2020.14%
138ISHARES TR4642874658,665$724,6540.14%
139COMCAST CORP NEWCCZ16,779$700,8770.14%
140CORTEVA INCCTVA11,507$676,5160.13%
141VANGUARD INDEX FDS9229087512,736$649,1090.13%
142CONSOLIDATED EDISON INCED6,091$634,3000.12%
143ISHARES TR46428868718,640$619,4070.12%
144LOCKHEED MARTIN CORPLMT1,049$613,1730.12%
145VISA INCV2,138$587,8430.12%
146KELLANOVABEKE7,254$585,4690.12%
147ISHARES INC46434G7649,489$579,8730.11%
148DISNEY WALT CO2546871065,898$567,3290.11%
149CAMBRIA ETF TR13206150818,982$561,8670.11%
150QUEST DIAGNOSTICS INCDGX3,605$559,7410.11%
151J P MORGAN EXCHANGE TRADED F46641Q3329,185$546,6290.11%
152SPDR SER TR78464A39125,596$544,4270.11%
153ELEVANCE HEALTH INCELV1,037$539,2400.11%
154ISHARES TR4642874576,451$536,4010.11%
155TRAVELERS COMPANIES INCTRV2,283$534,5320.11%
156CME GROUP INCCME2,407$531,1050.10%
157PHILIP MORRIS INTL INC7181721094,309$523,1490.10%
158PACKAGING CORP AMER6951561092,399$516,6880.10%
159CALAMOS STRATEGIC TOTAL RETUCSQ29,619$513,8900.10%
160INVESCO EXCHANGE TRADED FD TIVZ22,878$501,7150.10%
161SOUTHERN COSOMN5,557$501,1590.10%
162VANGUARD SCOTTSDALE FDS92206C77110,595$500,1900.10%
163VANGUARD MUN BD FDS9229077469,605$491,0080.10%
164LINDE PLCLIN1,029$490,4690.10%
165GLOBAL X FDS37954Y48327,138$489,5700.10%
166VANGUARD SCOTTSDALE FDS92206C8705,808$486,4200.10%
167KIMBERLY-CLARK CORPKMB3,376$480,3140.09%
168LOWES COS INC5486611071,754$475,1220.09%
169SPDR SER TR78468R86125,020$474,1290.09%
170MONOLITHIC PWR SYS INC609839105507$468,7220.09%
171GLOBAL X FDS37954Y3439,730$466,8450.09%
172EMERSON ELEC COEMR4,217$461,2330.09%
173SPDR GOLD TRGLD1,891$459,5150.09%
174ISHARES TR4642874082,330$459,4060.09%
175SPDR SER TR78468R7399,384$451,7460.09%
176SKYWORKS SOLUTIONS INCSWKS4,546$448,9910.09%
177ANALOG DEVICES INCADI1,949$448,6230.09%
178ON SEMICONDUCTOR CORPON6,093$442,4410.09%
179DAVITA INCDVA2,698$442,2410.09%
180J P MORGAN EXCHANGE TRADED F46654Q2037,985$438,6160.09%
181FIRST TR EXCHNG TRADED FD VI33740F75514,543$434,6900.09%
182VANGUARD INDEX FDS9229086291,620$427,4710.08%
183VANGUARD INDEX FDS9229087691,507$426,6450.08%
184SPDR SER TR78464A66414,673$426,5440.08%
185DOLLAR TREE INCDLTR5,993$421,4280.08%
186FIRST TR EXCHNG TRADED FD VI33740F48211,416$419,1620.08%
187AMERICAN CENTY ETF TR0250725058,059$414,3940.08%
188VANGUARD INDEX FDS922908363779$411,0550.08%
189PROSHARES TR74348A4673,788$404,4070.08%
190VANGUARD SCOTTSDALE FDS92206C7066,643$401,3700.08%
191ISHARES TR46435G6727,697$398,8590.08%
192GLOBAL X FDS37954Y4759,610$398,8150.08%
193ISHARES TR4642877212,589$392,5440.08%
194BOSTON SCIENTIFIC CORPBSX4,653$389,9040.08%
195VANGUARD SCOTTSDALE FDS92206C4094,908$389,7930.08%
196SELECT SECTOR SPDR TR81369Y2092,509$386,4230.08%
197SPDR S&P MIDCAP 400 ETF TRMDY676$385,0900.08%
198FIDELITY COVINGTON TRUST3160928657,395$383,2220.08%
199ALTRIA GROUP INCMO7,502$382,9010.08%
200SPDR INDEX SHS FDS78463X87111,096$378,7060.07%
201DIMENSIONAL ETF TRUST25434V30213,539$371,1040.07%
202ISHARES TR4642872348,014$367,5220.07%
203VANGUARD INTL EQUITY INDEX F9220428745,143$365,6510.07%
204RTX CORPORATIONRTX2,958$358,3630.07%
205WABTEC9297401081,950$354,3960.07%
206FOX CORPFOX9,115$353,6710.07%
207ONEOK INC NEWOKE3,870$352,6760.07%
208FIRST TR EXCHNG TRADED FD VI33740F4339,912$351,0830.07%
209DIREXION SHS ETF TR25460E30712,150$349,1910.07%
210ADOBE INCADBE664$343,8060.07%
211UNION PAC CORPUNP1,391$342,8540.07%
212SPDR INDEX SHS FDS78463X7497,106$337,7480.07%
213VANGUARD INTL EQUITY INDEX F9220428587,058$337,7350.07%
214SCHWAB STRATEGIC TR8085246076,373$328,2100.06%
215UNITED PARCEL SERVICE INCUPS2,401$327,3580.06%
216ISHARES TR4642886466,181$325,4910.06%
217ISHARES INC46434G8224,534$324,3620.06%
218GLOBAL X FDS37954Y2699,951$319,9250.06%
219BOEING COBA-PA2,096$318,7270.06%
220C H ROBINSON WORLDWIDE INCCHRW2,851$314,6570.06%
221VANGUARD TAX-MANAGED FDS9219438585,955$314,4840.06%
222INTERNATIONAL PAPER CO4601461036,437$314,4470.06%
223DIMENSIONAL ETF TRUST25434V73211,027$310,4100.06%
224HERSHEY COHSY1,590$304,8440.06%
225SSGA ACTIVE ETF TR78467V6087,150$298,5840.06%
226ARISTA NETWORKS INCANET772$296,4850.06%
227GENUINE PARTS COGPC2,117$295,7180.06%
228FIRST TR EXCHNG TRADED FD VI33740U8857,176$290,1260.06%
229INVESCO EXCH TRADED FD TR IIIVZ5,782$288,7410.06%
230EXPEDITORS INTL WASH INC3021301092,193$288,2130.06%
231INVESCO EXCHANGE TRADED FD TIVZ4,272$287,3770.06%
232KROGER COKR5,014$287,2890.06%
233EVERGY INCEVRG4,629$287,0550.06%
234INVESCO EXCHANGE TRADED FD TIVZ6,036$286,8910.06%
235HARTFORD FINL SVCS GROUP INCHIG-PG2,417$284,2880.06%
236ISHARES TR46435U8537,430$279,7400.05%
237SCHWAB STRATEGIC TR80852484711,994$277,9010.05%
238COGNIZANT TECHNOLOGY SOLUTIOCTSH3,573$275,7700.05%
239SPDR SER TR78468R6632,995$274,9710.05%
240INVESCO EXCHANGE TRADED FD TIVZ2,622$274,4450.05%
241SCHWAB STRATEGIC TR8085248887,088$273,1010.05%
242GRAYSCALE BITCOIN TR BTCGBTC5,381$271,7400.05%
243CSX CORPCSX7,819$269,9800.05%
244INVESCO EXCH TRADED FD TR IIIVZ5,171$269,5640.05%
245FIRST TR EXCHNG TRADED FD VI33740F64910,102$269,4200.05%
246WEC ENERGY GROUP INCWEC2,775$266,8950.05%
247INVESCO EXCH TRD SLF IDX FDIVZ5,284$265,7850.05%
248SELECT SECTOR SPDR TR81369Y8031,173$264,8160.05%
249SPDR SER TR78468R51510,483$263,2370.05%
250TERADYNE INCTER1,940$259,8240.05%
251GE AEROSPACE3696043011,368$257,9520.05%
252FIDELITY COVINGTON TRUST31609240210,567$254,4480.05%
253FAIR ISAAC CORPFICO131$254,0530.05%
254SPDR SER TR78468R4089,809$252,5820.05%
255FIDELITY COVINGTON TRUST31609A1077,982$247,1230.05%
256DELTA AIR LINES INC DELDAL4,836$245,6200.05%
257FIRST TR EXCHNG TRADED FD VI33740U6797,199$239,0280.05%
258ALPHABET INCGOOG1,420$237,4100.05%
259VANGUARD SCOTTSDALE FDS92206C6642,647$236,5640.05%
260FIRST TR EXCHNG TRADED FD VI33740F4416,525$236,4660.05%
261FIRST TR EXCHANGE-TRADED FD33739N1084,550$236,4180.05%
262CROWDSTRIKE HLDGS INCCRWD840$235,5780.05%
263DUKE ENERGY CORP NEWDUKB2,040$235,2170.05%
264VALERO ENERGY CORPVLO1,737$234,4980.05%
265CHEVRON CORP NEWCVX1,580$232,6990.05%
266SELECT SECTOR SPDR TR81369Y7041,717$232,5500.05%
267TRACTOR SUPPLY COTSCO795$231,2890.05%
268CAMBRIA ETF TR13206186218,987$228,7930.04%
269MICRON TECHNOLOGY INCMU2,206$228,7660.04%
270ISHARES TR46434V8604,518$228,6230.04%
271ENBRIDGE INCENNPF5,629$228,5830.04%
272SALESFORCE INCCRM832$227,7960.04%
273ISHARES TR46429B6554,453$227,2810.04%
274SYSCO CORPSYY2,912$227,2740.04%
275MICROSTRATEGY INCSTRK1,336$225,2500.04%
276THERMO FISHER SCIENTIFIC INCTMO364$225,1590.04%
277COLUMBIA ETF TR I19761L50812,019$222,1110.04%
278BEST BUY INCBBY2,111$218,0590.04%
279INVESCO ACTIVELY MANAGED EXCIVZ4,500$217,3500.04%
280VANGUARD INDEX FDS9229086111,076$216,0390.04%
281UBER TECHNOLOGIES INCUBER2,868$215,5520.04%
282FIDELITY COVINGTON TRUST3160928404,236$214,5530.04%
283ISHARES TR4642883233,909$212,3760.04%
284SSGA ACTIVE ETF TR78467V8484,963$205,4680.04%
285SELECT SECTOR SPDR TR81369Y3082,468$204,8440.04%
286NUCOR CORPNUE1,360$204,4540.04%
287NRG ENERGY INCNRG2,221$202,3330.04%
288ISHARES TR46432F8422,589$202,0430.04%
289DNP SELECT INCOME FD INC23325P10415,019$150,7910.03%
290GRAYSCALE BITCOIN MINI TR BT38993010818,068$101,7230.02%
291URANIUM ENERGY CORPUEC13,680$84,9530.02%
292LLOYDS BANKING GROUP PLCLLOBF26,885$83,8820.02%
293BITFARMS LTDBITF17,325$36,5560.01%
294HIVE DIGITAL TECHNOLOGIES LTHIVE11,155$34,9150.01%
295AVINO SILVER & GOLD MINES LTASM20,000$22,0000.00%