Lineweaver Wealth Advisors, LLC Portfolio Holdings

Lineweaver Wealth Advisors, LLC

  • $529 Million
  • Q1 2025

Lineweaver Wealth Advisors, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $529 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $63.4M, Ishares Msci Usa Quality Facto with a value of $41.4M, Fidelity Merrimack Str Tr Tota with a value of $27.4M, Ishares Core U.S. Aggregate Bo with a value of $25.6M, and J P Morgan Exchange Traded Fd with a value of $21.6M.

Examining the 13F form we can see an increase of $23.9M in the current position value, from $505M to 529M.

Below you can find more details about Lineweaver Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $529 Million
ETFs: $326 Million
Technology: $51.8 Million
Financial Services: $28.3 Million
Healthcare: $23.3 Million
Industrials: $18.7 Million
Consumer Cyclical: $17.3 Million
Consumer Defensive: $14.8 Million
Communication Services: $9.16 Million
Other: $18.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.4 Million 11.98% of portfolio
112,745
Q1 2025 Added 2.67%
$0
$41.4 Million 7.83% of portfolio
242,297
Q1 2025 Added 3.5%
$0
$27.4 Million 5.18% of portfolio
600,014
Q1 2025 Added 6.39%
$0
$25.6 Million 4.84% of portfolio
258,580
Q1 2025 Added 9.29%
$0
$21.6 Million 4.08% of portfolio
468,214
Q1 2025 Added 50.58%
$3.42T
$20.3 Million 3.84% of portfolio
91,341
Q1 2025 Reduced 0.48%
$0
$20.2 Million 3.83% of portfolio
202,429
Q1 2025 Added 62.4%
$0
$17.2 Million 3.25% of portfolio
183,567
Q1 2025 Reduced 21.7%
$0
$16.6 Million 3.14% of portfolio
282,045
Q1 2025 Added 20.65%
$0
$12.4 Million 2.35% of portfolio
46,788
Q1 2025 Added 1.66%
$0
$11.6 Million 2.19% of portfolio
313,591
Q1 2025 Reduced 0.81%
$0
$9.75 Million 1.84% of portfolio
201,600
Q1 2025 Reduced 2.48%
$2.95T
$9.52 Million 1.8% of portfolio
25,360
Q1 2025 Added 9.41%
$694B
$8.11 Million 1.53% of portfolio
15,234
Q1 2025 Added 8.38%
$0
$7.53 Million 1.42% of portfolio
154,335
Q1 2025 Added 1.89%
$0
$6.95 Million 1.31% of portfolio
112,439
Q1 2025 Reduced 2.25%
$0
$6.61 Million 1.25% of portfolio
210,499
Q1 2025 Added 2.54%
$0
$6.29 Million 1.19% of portfolio
82,726
Q1 2025 Added 2.22%
$718B
$6.18 Million 1.17% of portfolio
25,191
Q1 2025 Added 5.45%
$0
$5.84 Million 1.1% of portfolio
28,905
Q1 2025 Added 7.31%
$0
$5.69 Million 1.08% of portfolio
114,815
Q1 2025 Reduced 3.44%
$78B
$5.24 Million 0.99% of portfolio
31,277
Q1 2025 Added 14.19%
$52.7B
$5.08 Million 0.96% of portfolio
86,227
Q1 2025 Added 98.18%
$21.5B
$4.98 Million 0.94% of portfolio
24,226
Q1 2025 Added 5.19%
$1.88T
$4.89 Million 0.93% of portfolio
25,715
Q1 2025 Added 2.05%
$0
$4.54 Million 0.86% of portfolio
77,607
Q1 2025 Added 3.36%
$957B
$4.16 Million 0.79% of portfolio
26,903
Q1 2025 Added 4.45%
$0
$4.1 Million 0.78% of portfolio
60,257
Q1 2025 Reduced 0.11%
$369B
$3.92 Million 0.74% of portfolio
10,704
Q1 2025 Added 12.08%
$235B
$3.82 Million 0.72% of portfolio
12,234
Q1 2025 Added 9.44%
$440B
$3.77 Million 0.71% of portfolio
31,665
Q1 2025 Added 9.41%
$891B
$3.55 Million 0.67% of portfolio
13,683
Q1 2025 Added 15.84%
$409B
$3.52 Million 0.67% of portfolio
21,235
Q1 2025 Added 6.4%
$266B
$3.49 Million 0.66% of portfolio
20,865
Q1 2025 Reduced 6.28%
$385B
$3.14 Million 0.59% of portfolio
18,422
Q1 2025 Reduced 10.04%
$131B
$3.11 Million 0.59% of portfolio
43,870
Q1 2025 Added 0.11%
$345B
$3.13 Million 0.59% of portfolio
14,956
Q1 2025 Reduced 0.29%
$0
$2.89 Million 0.55% of portfolio
76,568
Q1 2024 Reduced 6.97%
$216B
$2.81 Million 0.53% of portfolio
31,273
Q1 2025 Added 8.35%
$565B
$2.76 Million 0.52% of portfolio
7,868
Q1 2025 Reduced 1.03%
$385B
$2.62 Million 0.5% of portfolio
5,009
Q1 2025 Reduced 10.71%
$165B
$2.45 Million 0.46% of portfolio
8,645
Q1 2025 Added 4.19%
$132B
$2.43 Million 0.46% of portfolio
34,238
Q1 2025 Added 6.56%
$0
$2.36 Million 0.45% of portfolio
31,218
Q1 2025 Added 9.02%
$1.25T
$2.25 Million 0.43% of portfolio
3,902
Q1 2025 Added 7.67%
$187B
$2.23 Million 0.42% of portfolio
14,904
Q1 2025 Added 33.5%
$93.4B
$2.19 Million 0.41% of portfolio
32,283
Q1 2025 Added 8.32%
$320B
$2.1 Million 0.4% of portfolio
50,207
Q1 2025 Added 14.59%
$187B
$2.07 Million 0.39% of portfolio
3,786
Q1 2025 Added 15.36%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $529 Million
  • Prior Value $505 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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