Life Line Wealth Management LLC Portfolio Holdings

Life Line Wealth Management LLC

  • $280 Billion
  • Q4 2024

Life Line Wealth Management LLC has filed its 13F form on March 25, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $55B, Ishares Core S&P 500 ETF with a value of $42.5B, Ishares Russell 2000 ETF with a value of $39.6B, Ishares Msci Usa Quality Facto with a value of $36.9B, and Ishares Msci Usa Momentum Fact with a value of $36.2B.

Examining the 13F form we can see an increase of $587M in the current position value, from $280B to 280B.

Life Line Wealth Management LLC is based out at Beverly Hills, CA

Below you can find more details about Life Line Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $280 Billion
ETFs: $278 Billion
Consumer Defensive: $343 Million
Communication Services: $209 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55 Billion 19.63% of portfolio
107,643
Q4 2024 New
$0
$42.5 Billion 15.15% of portfolio
72,162
Q4 2024 Added 1.01%
$0
$39.6 Billion 14.14% of portfolio
179,408
Q4 2024 Added 1.91%
$0
$36.9 Billion 13.16% of portfolio
207,154
Q4 2024 Added 8,317.47%
$0
$36.2 Billion 12.93% of portfolio
175,177
Q4 2024 New
$0
$35 Billion 12.47% of portfolio
395,480
Q4 2024 Added 0.54%
$0
$26.9 Billion 9.61% of portfolio
67,082
Q4 2024 New
Fidelity Wise Origin Bitcoin
-
$1.51 Billion 0.54% of portfolio
-
Q4 2024 Reduced 16.21%
$0
$592 Million 0.21% of portfolio
11,758
Q4 2024 Added 1.17%
-
$594 Million 0.21% of portfolio
-
Q4 2024 Added 1.7%
$0
$502 Million 0.18% of portfolio
5,750
Q4 2024 Added 0.95%
$0
$463 Million 0.17% of portfolio
6,610
Q4 2024 Added 0.43%
$0
$450 Million 0.16% of portfolio
8,933
Q4 2024 Added 1.22%
$0
$422 Million 0.15% of portfolio
7,261
Q4 2024 Added 1.41%
$0
$411 Million 0.15% of portfolio
3,843
Q4 2024 Added 1.43%
$0
$432 Million 0.15% of portfolio
3,350
Q4 2024 Added 0.12%
$0
$382 Million 0.14% of portfolio
4,174
Q4 2024 Reduced 0.1%
$0
$371 Million 0.13% of portfolio
7,480
Q4 2024 Added 1.31%
$5.79B
$343 Million 0.12% of portfolio
14,197
Q4 2023 New
$0
$284 Million 0.1% of portfolio
12,500
Q4 2024 Reduced 0.63%
$0
$270 Million 0.1% of portfolio
1,283
Q4 2024 New
$0
$292 Million 0.1% of portfolio
4,525
Q4 2024 Added 1.55%
$0
$214 Million 0.08% of portfolio
2,130
Q4 2024 Added 1.28%
$415B
$209 Million 0.07% of portfolio
235
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $280 Billion
  • Prior Value $280 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 25, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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