Lineweaver Wealth Advisors, LLC Purchases in Q3 2025

Lineweaver Wealth Advisors, LLC

  • $587 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
188K
New
N/A
188K $10.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
150K
+ 95.13%
$54.35 - $59.32 $8.16M - $8.9M
308K $18.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
54K
+ 19.43%
$97.75 - $100.75 $5.28M - $5.44M
332K $33.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
105K
+ 15.95%
$45.26 - $46.63 $4.75M - $4.9M
763K $35.3M
ITA
Ishares Tr

ETFs
24.7K
New
$184.73 - $209.26 $4.56M - $5.16M
24.7K $5.16M
IVV
Ishares Core S&P 500 ETF

ETFs
519
+ 0.54%
$620.67 - $670.08 $322K - $348K
97.1K $65M
EFV
Msci Eafe Value ETF

ETFs
23K
+ 13.09%
$62.79 - $68.42 $1.45M - $1.58M
199K $13.5M
JPIE
J P Morgan Exchange Traded Fd
27.4K
+ 5.45%
$46.01 - $46.55 $1.26M - $1.27M
530K $24.6M
IBM
International Business Machines Corp

Technology
4.33K
+ 189.61%
$234.77 - $292.47 $1.02M - $1.26M
6.61K $1.86M
IAU
Ishares Gold Trust

ETFs
2.44K
+ 2.63%
$61.62 - $72.77 $150K - $178K
95.1K $6.92M
CLX
Clorox CO

Consumer Defensive
8.06K
New
$117.67 - $131.43 $949K - $1.06M
8.06K $993K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 6.7%
$459.11 - $506.91 $513K - $566K
17.8K $8.94M
ISRG
Intuitive Surgical Inc

Healthcare
1.53K
New
$433.66 - $544.47 $662K - $831K
1.53K $682K
BSX
Boston Scientific Corp

Healthcare
6.62K
New
$97.03 - $108.14 $642K - $716K
6.62K $646K
DVN
Devon Energy Corp

Energy
17.2K
New
$31.75 - $36.99 $547K - $637K
17.2K $604K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
9.45K
New
$57.1 - $70.52 $540K - $667K
9.45K $563K
HD
Home Depot, Inc.

Consumer Cyclical
228
+ 2.09%
$357.4 - $423.42 $81.5K - $96.5K
11.1K $4.51M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
560
+ 0.18%
$92.18 - $95.14 $51.6K - $53.3K
308K $29.3M
MCD
Mcdonalds Corp

Consumer Cyclical
987
+ 8.25%
$291.67 - $316.99 $288K - $313K
12.9K $3.93M
DUK
Duke Energy Corp

Utilities
2.69K
+ 16.7%
$116.31 - $125.93 $313K - $339K
18.8K $2.33M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.34K
+ 1.58%
$81.55 - $85.33 $109K - $114K
86.3K $7.34M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
617
+ 19.76%
$224.68 - $282.71 $139K - $174K
3.74K $1.04M
CVX
Chevron Corp

Energy
565
+ 2.83%
$145.57 - $161.83 $82.2K - $91.4K
20.5K $3.19M
XOM
Exxon Mobil Corp

Energy
1.44K
+ 4.54%
$105.83 - $117.22 $152K - $168K
33K $3.72M
ASML
Asml Holding Nv

Technology
208
+ 30.59%
$689.63 - $968.09 $143K - $201K
888 $859K
BIIB
Biogen Inc.

Healthcare
2.21K
New
$122.68 - $148.84 $271K - $329K
2.21K $309K
UNP
Union Pacific Corp

Industrials
1.19K
+ 44.45%
$214.91 - $237.16 $255K - $281K
3.85K $910K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
5.34K
New
$52.62 - $61.93 $281K - $331K
5.34K $289K
CAT
Caterpillar Inc

Industrials
108
+ 4.05%
$390.92 - $477.15 $42.2K - $51.5K
2.78K $1.33M
MDT
Medtronic PLC

Healthcare
1.1K
+ 4.91%
$87.67 - $95.74 $96.6K - $106K
23.6K $2.24M
UNH
Unitedhealth Group Inc

Healthcare
231
+ 3.78%
$237.77 - $353.61 $54.9K - $81.7K
6.34K $2.19M
XLB
Select Sector Spdr Fd Material

ETFs
2.74K
+ 22.67%
$86.72 - $92.61 $237K - $253K
14.8K $1.33M
AMGN
Amgen Inc

Healthcare
822
+ 12.98%
$271.18 - $309.22 $223K - $254K
7.15K $2.02M
BAC
Bank Of America Corp

Financial Services
77
+ 0.14%
$44.92 - $52.42 $3.46K - $4.04K
55K $2.84M
MO
Altria Group, Inc.

Consumer Defensive
3.44K
New
$57.75 - $67.68 $199K - $233K
3.44K $227K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.48K
+ 8.7%
$49.09 - $50.58 $171K - $176K
43.4K $2.19M
PANW
Palo Alto Networks Inc

Technology
902
+ 24.02%
$167.06 - $208.19 $151K - $188K
4.66K $948K
WMT
Walmart Inc.

Consumer Defensive
495
+ 2.08%
$94.4 - $104.27 $46.7K - $51.6K
24.3K $2.51M
A
Agilent Technologies, Inc.

Healthcare
873
+ 23.0%
$112.04 - $128.75 $97.8K - $112K
4.67K $599K
STOT
Spdr Doubleline Short Duration

ETFs
3.04K
+ 7.05%
$47.11 - $47.46 $143K - $144K
46.1K $2.19M
MUB
Ishares National Muni Bond ETF

ETFs
1K
+ 5.83%
$103.24 - $106.68 $103K - $107K
18.1K $1.93M
CSCO
Cisco Systems, Inc.

Technology
2.34K
+ 9.88%
$66.2 - $71.79 $155K - $168K
26K $1.78M
JCI
Johnson Controls International PLC

Industrials
282
+ 1.25%
$103.24 - $111.73 $29.1K - $31.5K
22.8K $2.5M
SO
Southern CO

Utilities
676
+ 3.35%
$90.83 - $96.0 $61.4K - $64.9K
20.8K $1.97M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.36K
+ 12.45%
$50.81 - $51.07 $120K - $120K
21.3K $1.09M
BMY
Bristol Myers Squibb CO

Healthcare
3.27K
+ 11.16%
$43.31 - $48.98 $142K - $160K
32.6K $1.47M
AZN
Astrazeneca PLC

Healthcare
646
+ 7.95%
$68.72 - $82.11 $44.4K - $53K
8.77K $672K
MCK
Mckesson Corp

Healthcare
6
+ 0.24%
$659.01 - $772.54 $3.95K - $4.64K
2.5K $1.93M
QCOM
Qualcomm Inc

Technology
314
+ 5.24%
$145.84 - $173.55 $45.8K - $54.5K
6.31K $1.05M
Activity Summary
Buys All Purchases 84 New Holdings 18 Increased Positions 66 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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