Life Line Wealth Management LLC Portfolio Holdings

Life Line Wealth Management LLC

  • $280 Billion
  • Q3 2024

Life Line Wealth Management LLC has filed its 13F form on November 08, 2024 for Q3 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: Ishares Msci Usa Value Factor with a value of $75B, Ishares Russell 1000 Val ETF with a value of $55.5B, Ishares Core S&P 500 ETF with a value of $41.2B, Ishares Russell 2000 ETF with a value of $38.9B, and Ishares Russell Mid Cap ETF with a value of $34.7B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $265B 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: $277 Billion
Consumer Defensive: $262 Million
Healthcare: $228 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75 Billion 26.83% of portfolio
688,195
Q3 2024 New
$0
$55.5 Billion 19.84% of portfolio
292,378
Q3 2024 New
$0
$41.2 Billion 14.73% of portfolio
71,438
Q3 2024 Reduced 8.48%
$0
$38.9 Billion 13.9% of portfolio
176,045
Q3 2024 New
$0
$34.7 Billion 12.39% of portfolio
393,365
Q3 2024 New
$83.9B
$26.2 Billion 9.35% of portfolio
107,630
Q3 2024 New
Fidelity Wise Origin Bitcoin
-
$1.22 Billion 0.44% of portfolio
-
Q1 2024 New
$0
$584 Million 0.21% of portfolio
11,622
Q3 2024 Added 1.33%
-
$588 Million 0.21% of portfolio
-
Q3 2024 Added 1.28%
$0
$559 Million 0.2% of portfolio
5,696
Q3 2024 Reduced 98.63%
$0
$472 Million 0.17% of portfolio
6,582
Q3 2024 Reduced 98.26%
$0
$441 Million 0.16% of portfolio
2,461
Q3 2024 Reduced 98.37%
$0
$448 Million 0.16% of portfolio
8,825
Q3 2024 Added 1.34%
$0
$423 Million 0.15% of portfolio
7,160
Q3 2024 Added 1.07%
$0
$428 Million 0.15% of portfolio
3,789
Q3 2024 Added 1.07%
$0
$409 Million 0.15% of portfolio
4,043
Q3 2024 Reduced 98.36%
$0
$384 Million 0.14% of portfolio
4,178
Q3 2024 Reduced 34.84%
$0
$368 Million 0.13% of portfolio
7,383
Q3 2024 Added 1.44%
$0
$299 Million 0.11% of portfolio
12,579
Q3 2024 Reduced 3.65%
$0
$316 Million 0.11% of portfolio
4,456
Q2 2024 Added 1.74%
$4.17B
$262 Million 0.09% of portfolio
14,197
Q4 2023 New
Rubrik Inc.
-
$211 Million 0.08% of portfolio
-
Q3 2024 New
$0
$212 Million 0.08% of portfolio
2,103
Q3 2024 Added 1.4%
$3.27B
$228 Million 0.08% of portfolio
7,812
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $280 Billion
  • Prior Value $265 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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