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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 Q1 2025 · Filed May 6, 2025 · Accession 0001951757-25-000515

Total Value
$601.7M
Positions
307
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (307)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR INDEX SHS FDS78463X889817,424$29.8M4.95%
2ISHARES TR46429B267940,531$21.6M3.59%
3ISHARES TR464287242167,921$18.3M3.03%
4ISHARES TR464288588162,540$15.2M2.53%
5VANGUARD MALVERN FDS922020805281,118$14.0M2.33%
6VANGUARD CHARLOTTE FDS92203J407287,320$14.0M2.33%
7ISHARES GOLD TRIAU202,965$12.0M1.99%
8FIDELITY COVINGTON TRUST316092600169,862$11.6M1.93%
9JOHNSON & JOHNSONJNJ61,917$10.3M1.71%
10ABBVIE INCABBV44,849$9.4M1.56%
11ISHARES TR46428744097,582$9.3M1.55%
12GILEAD SCIENCES INCGILD80,466$9.0M1.50%
13INTERNATIONAL BUSINESS MACHSINTR35,887$8.9M1.48%
14REPUBLIC SVCS INC76075910035,139$8.5M1.41%
15THE CAMPBELLS COMPANYCPB211,596$8.4M1.40%
16MICROSOFT CORPMSFT21,706$8.1M1.35%
17ELI LILLY & COLLY9,512$7.9M1.31%
18SOUTHERN COSOMN85,279$7.8M1.30%
19VANECK MERK GOLD ETFOUNZ259,477$7.8M1.30%
20FIDELITY COVINGTON TRUST31609280848,446$7.8M1.30%
21MERCK & CO INCMRK83,338$7.5M1.24%
22ISHARES TR46428720011,972$6.7M1.12%
23ISHARES BITCOIN TRUST ETFIBIT141,806$6.6M1.10%
24PFIZER INCPFE257,377$6.5M1.08%
25APPLE INCAAPL28,942$6.4M1.07%
26CISCO SYS INCCSCO98,764$6.1M1.01%
27AMCOR PLCAMCCF598,482$5.8M0.96%
28OTIS WORLDWIDE CORPOTIS56,115$5.8M0.96%
29REGENERON PHARMACEUTICALSREGN8,909$5.7M0.94%
30JUNIPER NETWORKS INC48203R104151,574$5.5M0.91%
31SPDR SER TR78464A649209,337$5.3M0.89%
32SPDR GOLD TRGLD18,249$5.3M0.87%
33GARMIN LTDGRMN23,288$5.1M0.84%
34PACCAR INCPCAR50,063$4.9M0.81%
35MOTOROLA SOLUTIONS INCMSI10,778$4.7M0.78%
36GODADDY INCGDDY25,754$4.6M0.77%
37ILLINOIS TOOL WKS INC45230810918,083$4.5M0.75%
38ORACLE CORPORCL-PD31,460$4.4M0.73%
39SPDR SER TR78464A85464,888$4.3M0.71%
40ISHARES TR46428841438,645$4.1M0.68%
41LYONDELLBASELL INDUSTRIES NLYB56,623$4.0M0.66%
42CUMMINS INCCMI12,350$3.9M0.64%
43DEERE & CODE7,672$3.6M0.60%
44FIDELITY COVINGTON TRUST31609270951,824$3.5M0.59%
45CATERPILLAR INCCAT10,625$3.5M0.58%
46EBAY INC.EBAY50,745$3.4M0.57%
47ETFS GOLD TR00326A104113,094$3.4M0.56%
48ISHARES TR46428773934,873$3.3M0.55%
49EA SERIES TRUST02072L56529,651$3.3M0.55%
50CORNING INCGLW71,086$3.3M0.54%
51HP INCHPQ117,475$3.3M0.54%
52BROADCOM INCAVGO19,098$3.2M0.53%
53VIATRIS INCVTRS355,686$3.1M0.51%
54TEXAS INSTRS INC88250810416,752$3.0M0.50%
55EATON CORP PLCETN10,989$3.0M0.50%
56SPDR S&P 500 ETF TRSPY5,181$2.9M0.48%
57WABTEC92974010815,933$2.9M0.48%
58SCHWAB STRATEGIC TR808524862115,083$2.8M0.47%
59INVESCO QQQ TRIVZ5,911$2.8M0.46%
60NVIDIA CORPORATIONNVDA25,343$2.7M0.46%
61DELL TECHNOLOGIES INCDELL29,459$2.7M0.45%
62PENTAIR PLCPNR30,087$2.6M0.44%
63QUALCOMM INCQCOM17,107$2.6M0.44%
64PARAGON 28 INC69913P105200,295$2.6M0.43%
65SCHWAB STRATEGIC TR808524201116,881$2.6M0.43%
66CARRIER GLOBAL CORPORATIONCARR39,536$2.5M0.42%
67NETAPP INCNTAP28,475$2.5M0.42%
68DOW INCDOW71,186$2.5M0.41%
69KLA CORPKLAC3,470$2.4M0.39%
70NXP SEMICONDUCTORS N VNXPI12,289$2.3M0.39%
71JABIL INCJBL16,876$2.3M0.38%
72HEWLETT PACKARD ENTERPRISE CHPE-PC145,686$2.2M0.37%
73FIDELITY COVINGTON TRUST31609220425,951$2.2M0.36%
74SEAGATE TECHNOLOGY HLDNGS PLSE24,961$2.1M0.35%
75VANGUARD INTL EQUITY INDEX F92204287429,595$2.1M0.35%
76INVESCO ACTVELY MNGD ETC FDIVZ152,445$2.1M0.35%
77EASTMAN CHEM COEMN23,519$2.1M0.34%
78AMGEN INCAMGN6,532$2.0M0.34%
79APPLIED MATLS INC03822210513,945$2.0M0.34%
80FIDELITY COVINGTON TRUST31609230337,640$1.9M0.32%
81J P MORGAN EXCHANGE TRADED F46641Q83737,626$1.9M0.32%
82SPDR SER TR78468R60681,076$1.9M0.32%
83STRATEGY SHSSTRD60,800$1.9M0.31%
84EA SERIES TRUST02072L50872,953$1.8M0.30%
85CELANESE CORP DELCE31,305$1.8M0.30%
86FIDELITY COVINGTON TRUST31609287331,460$1.8M0.29%
87WALMART INCWMT19,877$1.7M0.29%
88FIDELITY COVINGTON TRUST31609286533,554$1.7M0.28%
89SPDR SER TR78464A50832,196$1.6M0.27%
90VANGUARD INDEX FDS9229086376,279$1.6M0.27%
91SSGA ACTIVE ETF TR78467V84839,267$1.6M0.26%
92J P MORGAN EXCHANGE TRADED F46641Q33227,043$1.5M0.26%
93VERTEX PHARMACEUTICALS INCVRTX3,155$1.5M0.25%
94SPDR SER TR78464A47450,585$1.5M0.25%
95MICROCHIP TECHNOLOGY INC.MCHPP31,364$1.5M0.25%
96EVEREST GROUP LTDEG4,121$1.5M0.25%
97SPDR SER TR78464A40918,149$1.5M0.24%
98PACER FDS TR69374H36046,680$1.4M0.24%
99PRINCIPAL EXCHANGE TRADED FD74255Y88876,422$1.4M0.24%
100VANGUARD INDEX FDS9229087448,257$1.4M0.24%
101FIDELITY COVINGTON TRUST31609288129,170$1.4M0.23%
102FIRST TR EXCHANGE-TRADED FD33738D87958,302$1.4M0.23%
103VANGUARD INDEX FDS9229087363,678$1.4M0.23%
104VISA INCV3,875$1.4M0.23%
105MICROSTRATEGY INCSTRK4,625$1.3M0.22%
106HOME DEPOT INCHD3,535$1.3M0.22%
107SPDR INDEX SHS FDS78463X50932,450$1.3M0.21%
108ISHARES TR46428743213,711$1.2M0.21%
109AMAZON COM INCAMZN6,463$1.2M0.20%
110DIMENSIONAL ETF TRUST25434V70837,216$1.2M0.20%
111ISHARES TR46432F3396,810$1.2M0.19%
112EXXON MOBIL CORPXOM9,757$1.2M0.19%
113ISHARES TR46428851314,316$1.1M0.19%
114ISHARES TR46428722610,952$1.1M0.18%
115ISHARES TR46434V61323,416$1.1M0.18%
116META PLATFORMS INCMETA1,870$1.1M0.18%
117ISHARES TR4642876555,345$1.1M0.18%
118ISHARES TR46428730911,351$1.1M0.18%
119SPDR SER TR78464A80515,390$1.0M0.17%
120SCHWAB STRATEGIC TR80852480552,321$1.0M0.17%
121JPMORGAN CHASE & CO.VYLD4,218$1.0M0.17%
122ALPHABET INCGOOG6,611$1.0M0.17%
123PHILIP MORRIS INTL INC7181721096,426$1.0M0.17%
124INTUITIVE SURGICAL INCISRG2,037$1.0M0.17%
125ETF SER SOLUTIONS26922A22225,920$1.0M0.17%
126INNOVATOR ETFS TRUSTINHD31,593$991,7040.16%
127SPDR SER TR78464A84718,947$969,7070.16%
128COCA COLA COKO13,412$960,5740.16%
129VERIZON COMMUNICATIONS INCVZ21,029$953,8610.16%
130BERKSHIRE HATHAWAY INC DELBRK-A1,789$952,7860.16%
131BLACKROCK ETF TRUSTBLK19,309$941,5070.16%
132CAPITAL GROUP GROWTH ETF14020G10127,405$938,6210.16%
133EA SERIES TRUST02072L40915,794$938,1640.16%
134PEPSICO INCPEP6,093$913,5250.15%
135ISHARES TR46428887714,828$873,9620.15%
136COSTCO WHSL CORP NEW22160K105915$865,3890.14%
137SPDR SER TR78464A67230,070$859,4010.14%
138VANGUARD SCOTTSDALE FDS92206C10214,449$848,0120.14%
139BRISTOL-MYERS SQUIBB COCELG-RI13,523$824,7830.14%
140F5 INCFFIV3,097$824,5570.14%
141QUEST DIAGNOSTICS INCDGX4,861$822,5620.14%
142COLGATE PALMOLIVE COCL8,350$782,4100.13%
143SPDR SER TR78468R10126,647$779,1580.13%
144PROCTER AND GAMBLE CO7427181094,547$774,8430.13%
145UNITEDHEALTH GROUP INCUNH1,476$773,0550.13%
146AMERICAN EXPRESS COAXP2,866$771,0970.13%
147INVESCO EXCH TRADED FD TR IIIVZ15,162$761,5870.13%
148BOSTON SCIENTIFIC CORPBSX7,536$760,2600.13%
149ISHARES TR4642874659,063$740,7190.12%
150GENERAL MLS INC37033410412,112$724,2020.12%
151FOX CORPFOX13,472$710,1150.12%
152VANECK ETF TRUST92189F43724,544$708,3480.12%
153EA SERIES TRUST02072L10216,541$705,4560.12%
154TESLA INCTSLA2,608$675,8890.11%
155EA SERIES TRUST02072L30023,836$672,4140.11%
156COMCAST CORP NEWCCZ18,212$672,0140.11%
157VANGUARD BD INDEX FDS9219378359,051$664,7960.11%
158ISHARES TR4642874083,470$661,3130.11%
159HERSHEY COHSY3,863$660,6690.11%
160DOLLAR TREE INCDLTR8,755$657,2380.11%
161KROGER COKR9,507$643,5430.11%
162SPDR SER TR78468R85315,778$643,1110.11%
163MCDONALDS CORPMCD2,036$635,9760.11%
164ISHARES TR4642888856,326$632,6000.11%
165BIOGEN INCBIIB4,453$609,3020.10%
166DISNEY WALT CO2546871066,166$608,5840.10%
167SELECT SECTOR SPDR TR81369Y5066,440$601,7920.10%
168KIMBERLY-CLARK CORPKMB4,183$594,9340.10%
169VANECK ETF TRUST92189F6436,636$583,9680.10%
170CONSOLIDATED EDISON INCED5,215$576,7780.10%
171ALTRIA GROUP INCMO9,478$568,8770.09%
172TRAVELERS COMPANIES INCTRV2,104$556,4240.09%
173VANGUARD MUN BD FDS92290774611,059$548,7480.09%
174VANGUARD INDEX FDS9229086292,116$547,1230.09%
175ELEVANCE HEALTH INCELV1,244$541,0900.09%
176GLOBAL X FDS37954Y3439,730$517,9280.09%
177CLOROX CO DELCLX3,472$511,2050.08%
178ISHARES TR46428868716,585$509,6570.08%
179GE AEROSPACE3696043012,534$507,0820.08%
180EA SERIES TRUST02072L20119,647$501,7840.08%
181LOCKHEED MARTIN CORPLMT1,118$499,4050.08%
182WEC ENERGY GROUP INCWEC4,523$492,9170.08%
183CALAMOS STRATEGIC TOTAL RETUCSQ29,619$479,2350.08%
184CHEVRON CORP NEWCVX2,805$469,2390.08%
185DIMENSIONAL ETF TRUST25434V30218,083$468,1690.08%
186CAMBRIA ETF TR13206150816,354$467,5790.08%
187LAM RESEARCH CORPLRCX6,372$463,2670.08%
188ISHARES TR4642874575,577$461,3850.08%
189VANGUARD INDEX FDS922908363894$459,6510.08%
190ISHARES INC46434G7648,306$457,5780.08%
191DARDEN RESTAURANTS INCDRI2,185$453,9280.08%
192CME GROUP INCCME1,706$452,5850.08%
193SPDR SER TR78468R7399,384$446,6780.07%
194ISHARES TR4642875077,532$439,4980.07%
195VALERO ENERGY CORPVLO3,322$438,7530.07%
196TE CONNECTIVITY PLCTEL3,060$432,3980.07%
197INVESCO EXCHANGE TRADED FD TIVZ20,047$430,4090.07%
198SPDR SER TR78464A39121,290$427,2900.07%
199J P MORGAN EXCHANGE TRADED F46654Q2038,208$425,0100.07%
200RTX CORPORATIONRTX3,181$421,3550.07%
201CF INDS HLDGS INC1252691005,386$420,9200.07%
202FIRST TR EXCHNG TRADED FD VI33740F75514,163$420,4990.07%
203INTERNATIONAL PAPER CO4601461037,835$418,0170.07%
204CORTEVA INCCTVA6,572$413,5750.07%
205CAMBRIA ETF TR13206170613,008$413,0040.07%
206NETFLIX INCNFLX442$412,0150.07%
207AMERICAN ELEC PWR CO INC0255371013,723$406,8520.07%
208GENUINE PARTS COGPC3,395$404,4480.07%
209BOEING COBA-PA2,364$403,2120.07%
210AMERICAN CENTY ETF TR0250725058,059$398,7590.07%
211HOWMET AEROSPACE INCHWM3,069$398,1870.07%
212GLOBAL X FDS37954Y48323,924$397,8560.07%
213ISHARES TR4642877212,790$391,8280.07%
214ISHARES TR4642871011,446$391,6200.07%
215HARTFORD INSURANCE GROUP INCHIG-PG3,143$388,9420.06%
216SPDR SER TR78468R86120,189$387,4270.06%
217PROSHARES TR74348A4673,790$387,2620.06%
218VANGUARD SCOTTSDALE FDS92206C7718,233$381,2700.06%
219GLOBAL X FDS37954Y4759,610$379,4990.06%
220ISHARES TR46435G6727,524$376,1250.06%
221LOWES COS INC5486611071,603$373,8180.06%
222CROWDSTRIKE HLDGS INCCRWD1,057$372,5580.06%
223EVERGY INCEVRG5,399$372,2310.06%
224SALESFORCE INCCRM1,380$370,3070.06%
225SUPER MICRO COMPUTER INCSMCI10,799$369,7710.06%
226FAIR ISAAC CORPFICO196$361,2380.06%
227SELECT SECTOR SPDR TR81369Y2092,432$355,0840.06%
228VANGUARD INDEX FDS9229087691,278$351,1770.06%
229UNION PAC CORPUNP1,475$348,4540.06%
230EXPEDITORS INTL WASH INC3021301092,870$345,1600.06%
231TIDAL TR II88634T49316,776$341,0560.06%
232FIDELITY COVINGTON TRUST31609240213,338$340,7810.06%
233GRAYSCALE BITCOIN TRUST ETFGBTC5,220$340,1870.06%
234MONOLITHIC PWR SYS INC609839105586$339,9100.06%
235SPDR SER TR78468R6633,669$336,5570.06%
236VANGUARD INDEX FDS9229087511,488$329,9420.05%
237COGNIZANT TECHNOLOGY SOLUTIOCTSH4,309$329,6750.05%
238ISHARES TR4642886466,295$329,6690.05%
239ARISTA NETWORKS INCANET4,246$328,9840.05%
240SPDR S&P 500 ETF TRSPY206$321,1540.05%
241ISHARES TR4642872347,266$317,5240.05%
242C H ROBINSON WORLDWIDE INCCHRW3,086$315,9840.05%
243INTUITINTU501$307,3680.05%
244ADOBE INCADBE786$301,4550.05%
245UBER TECHNOLOGIES INCUBER4,128$300,8000.05%
246ONEOK INC NEWOKE3,013$298,9490.05%
247AXON ENTERPRISE INCAXON558$293,5230.05%
248SPDR INDEX SHS FDS78463X8719,153$292,5300.05%
249FIRST TR EXCHNG TRADED FD VI33740U6798,729$289,0170.05%
250ISHARES TR4642886532,762$286,5580.05%
251DIMENSIONAL ETF TRUST25434V73210,695$282,9900.05%
252INVESCO EXCH TRADED FD TR IIIVZ5,782$282,2770.05%
253UNITED PARCEL SERVICE INCUPS2,563$281,9050.05%
254DAVITA INCDVA1,818$278,0990.05%
255DIREXION SHS ETF TR25460E3079,404$275,9130.05%
256INVESCO EXCHANGE TRADED FD TIVZ5,839$268,6930.04%
257PACKAGING CORP AMER6951561091,342$265,7430.04%
258FIDELITY COVINGTON TRUST3160925013,806$264,5660.04%
259MARATHON PETE CORPMARA1,779$259,2440.04%
260WEYERHAEUSER CO MTN BEWY8,771$256,8110.04%
261INVESCO EXCH TRADED FD TR IIIVZ2,771$256,4010.04%
262ENBRIDGE INCENNPF5,775$255,8790.04%
263MICRON TECHNOLOGY INCMU2,938$255,2800.04%
264CADENCE DESIGN SYSTEM INCCDNS1,000$254,3650.04%
265SELECT SECTOR SPDR TR81369Y3083,103$253,4220.04%
266FIRST TR EXCHNG TRADED FD VI33740F6499,677$253,0540.04%
267SPDR SER TR78468R4089,856$247,9770.04%
268HEICO CORP NEWHEI-A928$247,9520.04%
269SELECT SECTOR SPDR TR81369Y7041,889$247,5910.04%
270ALPHABET INCGOOG1,578$246,5310.04%
271SPDR INDEX SHS FDS78463X7495,644$246,3040.04%
272SSGA ACTIVE ETF TR78467V6085,988$246,2860.04%
273FIDELITY COVINGTON TRUST31609A1077,982$245,3670.04%
274VANGUARD SCOTTSDALE FDS92206C4093,074$242,6620.04%
275MASTERCARD INCORPORATEDMA437$239,5280.04%
276INVESCO EXCHANGE TRADED FD TIVZ3,577$237,2980.04%
277SELECT SECTOR SPDR TR81369Y8031,149$237,2460.04%
278FIRST TR EXCHNG TRADED FD VI33740F4416,525$236,5640.04%
279WELLS FARGO CO NEW9497461013,285$235,8550.04%
280INVESCO EXCH TRD SLF IDX FDIVZ4,665$230,2640.04%
281VANGUARD SCOTTSDALE FDS92206C8702,794$228,4370.04%
282THERMO FISHER SCIENTIFIC INCTMO452$224,9150.04%
283PHILLIPS 66PSX1,812$223,7630.04%
284SCHWAB STRATEGIC TR8085248548,815$219,1410.04%
285DUKE ENERGY CORP NEWDUKB1,794$218,8190.04%
286SPDR SER TR78464A6648,026$218,7890.04%
287SYSCO CORPSYY2,910$218,3310.04%
288FIRST TR EXCHNG TRADED FD VI33740U8855,308$217,0440.04%
289ANALOG DEVICES INCADI1,076$216,9500.04%
290SYNOPSYS INCSNPS506$216,8370.04%
291CAMBRIA ETF TR13206186218,212$214,5370.04%
292BLACKROCK INCBLK225$213,2800.04%
293COTERRA ENERGY INCCTRA7,337$212,0450.04%
294SPDR SER TR78468R5158,755$211,5330.04%
295INVESCO EXCHANGE TRADED FD TIVZ1,841$209,4320.03%
296ISHARES TR46432F3961,032$208,5980.03%
297SELECT SECTOR SPDR TR81369Y8862,636$207,8490.03%
298ISHARES TR46434V8035,670$205,7640.03%
299ADVANCED MICRO DEVICES INCAMD1,974$202,8380.03%
300GSK PLCGLAXF5,219$202,1840.03%
301STEEL DYNAMICS INCSTLD1,613$201,8160.03%
302DNP SELECT INCOME FD INC23325P10416,534$163,5210.03%
303LLOYDS BANKING GROUP PLCLLOBF20,964$80,0840.01%
304URANIUM ENERGY CORPUEC11,710$55,9740.01%
305AVINO SILVER & GOLD MINES LTASM20,000$36,8000.01%
306HIVE DIGITAL TECHNOLOGIES LTHIVE15,594$22,6110.00%
307BITFARMS LTDBITF23,424$18,4630.00%