Life Line Wealth Management LLC Portfolio Holdings

Life Line Wealth Management LLC

  • $272 Billion
  • Q1 2025

Life Line Wealth Management LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $272 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Europe ETF Ftse with a value of $45.9B, Ishares Msci Germany ETF with a value of $44.8B, Ishares Core S&P 500 ETF with a value of $42.3B, Ishares Barclays with a value of $32.4B, and Ishares Inc with a value of $25.8B.

Examining the 13F form we can see an decrease of $8.54B in the current position value, from $280B to 272B.

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 $272 Billion
ETFs: $269 Billion
Consumer Defensive: $420 Million
Communication Services: $219 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.9 Billion 16.87% of portfolio
653,045
Q1 2025 New
$0
$44.8 Billion 16.48% of portfolio
1,207,717
Q1 2025 New
$0
$42.3 Billion 15.58% of portfolio
75,358
Q1 2025 Added 4.43%
$0
$32.4 Billion 11.93% of portfolio
340,117
Q1 2025 New
$0
$25.8 Billion 9.5% of portfolio
478,464
Q1 2025 New
$0
$25.1 Billion 9.25% of portfolio
251,498
Q1 2025 New
$53.1B
$24.9 Billion 9.14% of portfolio
421,536
Q1 2025 New
$0
$5.55 Billion 2.04% of portfolio
11,842
Q1 2025 Reduced 89.0%
$0
$4.95 Billion 1.82% of portfolio
28,992
Q1 2025 Reduced 86.0%
$0
$3.81 Billion 1.4% of portfolio
10,553
Q1 2025 Reduced 84.27%
$0
$3.11 Billion 1.14% of portfolio
36,525
Q1 2025 Reduced 90.76%
$0
$2.14 Billion 0.79% of portfolio
10,577
Q1 2025 Reduced 93.96%
$0
$2.14 Billion 0.79% of portfolio
10,747
Q1 2025 Reduced 94.01%
Fidelity Wise Origin Bitcoin
-
$1.33 Billion 0.49% of portfolio
-
Q4 2024 Reduced 16.21%
-
$602 Million 0.22% of portfolio
-
Q1 2025 Added 0.8%
$0
$598 Million 0.22% of portfolio
11,880
Q1 2025 Added 1.04%
$0
$495 Million 0.18% of portfolio
6,618
Q1 2025 Added 0.12%
$0
$458 Million 0.17% of portfolio
9,037
Q1 2025 Added 1.16%
$0
$427 Million 0.16% of portfolio
7,279
Q1 2025 Added 0.25%
$0
$423 Million 0.16% of portfolio
3,473
Q1 2025 Added 3.67%
$0
$421 Million 0.15% of portfolio
3,872
Q1 2025 Added 0.75%
$0
$408 Million 0.15% of portfolio
4,120
Q1 2025 Added 0.64%
$6.96B
$420 Million 0.15% of portfolio
14,197
Q4 2023 New
$0
$377 Million 0.14% of portfolio
7,576
Q1 2025 Added 1.28%
$0
$381 Million 0.14% of portfolio
4,156
Q1 2025 Reduced 0.43%
$0
$299 Million 0.11% of portfolio
4,344
Q1 2025 Reduced 4.0%
$0
$267 Million 0.1% of portfolio
11,591
Q1 2025 Reduced 7.27%
$0
$248 Million 0.09% of portfolio
1,285
Q1 2025 Added 0.16%
$0
$256 Million 0.09% of portfolio
2,753
Q1 2025 New
$0
$217 Million 0.08% of portfolio
2,156
Q1 2025 Added 1.22%
$501B
$219 Million 0.08% of portfolio
235
Q4 2024 New
$0
$217 Million 0.08% of portfolio
3,684
Q1 2025 New
$0
$228 Million 0.08% of portfolio
4,671
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $272 Billion
  • Prior Value $280 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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