Life Line Wealth Management LLC Portfolio Holdings

Life Line Wealth Management LLC

  • $253 Billion
  • Q4 2023

Life Line Wealth Management LLC has filed its 13F form on October 15, 2024 for Q4 2023 where it was disclosed a total value porftolio of $253 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $69.1B, Ishares Russell 1000 Gr ETF with a value of $46.1B, Spdr Bloomberg 1 3 Month T Bil with a value of $45.3B, Ishares Core S&P 500 ETF with a value of $45.2B, and Ishares Barclays with a value of $34.8B.

Examining the 13F form we can see an increase of $253B in the current position value.

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 $253 Billion
ETFs: $251 Billion
Consumer Cyclical: $517 Million
Technology: $273 Million
Consumer Defensive: $126 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$69.1 Billion 27.35% of portfolio
698,484
Q4 2023 New
$0
$46.1 Billion 18.26% of portfolio
152,145
Q4 2023 New
$0
$45.3 Billion 17.92% of portfolio
495,258
Q4 2023 New
$0
$45.2 Billion 17.88% of portfolio
94,553
Q4 2023 New
$0
$34.8 Billion 13.78% of portfolio
360,982
Q4 2023 New
$0
$1.7 Billion 0.67% of portfolio
11,524
Q4 2023 New
$0
$942 Million 0.37% of portfolio
18,757
Q4 2023 New
$0
$945 Million 0.37% of portfolio
2,308
Q4 2023 New
$0
$889 Million 0.35% of portfolio
3,424
Q4 2023 New
$0
$865 Million 0.34% of portfolio
5,516
Q4 2023 New
$0
$684 Million 0.27% of portfolio
5,018
Q4 2023 New
$0
$549 Million 0.22% of portfolio
4,959
Q4 2023 New
$1.79B
$544 Million 0.22% of portfolio
20,085
Q4 2023 New
$0
$426 Million 0.17% of portfolio
8,480
Q4 2023 New
$0
$431 Million 0.17% of portfolio
4,112
Q4 2023 New
$0
$416 Million 0.16% of portfolio
7,129
Q4 2023 New
$0
$386 Million 0.15% of portfolio
3,887
Q4 2023 New
$0
$349 Million 0.14% of portfolio
7,071
Q4 2023 New
$0
$353 Million 0.14% of portfolio
15,165
Q4 2023 New
$0
$283 Million 0.11% of portfolio
1,894
Q4 2023 New
$0
$276 Million 0.11% of portfolio
4,328
Q4 2023 New
$0
$202 Million 0.08% of portfolio
2,020
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $253 Billion
  • Filing
  • Period Q4 2023
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 27 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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