Lineweaver Wealth Advisors, LLC Purchases in Q3 2024

Lineweaver Wealth Advisors, LLC

  • $496 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
96.8K
+ 37.06%
$96.25 - $101.98 $9.32M - $9.88M
358K $36.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
49.2K
+ 10.24%
$44.65 - $47.21 $2.2M - $2.32M
530K $24.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.86K
+ 2.07%
$162.64 - $179.3 $790K - $871K
240K $43M
AAPL
Apple Inc.

Technology
1.74K
+ 1.96%
$207.23 - $234.82 $360K - $407K
90.1K $21M
EFV
Msci Eafe Value ETF

ETFs
7.36K
+ 3.49%
$51.72 - $57.96 $381K - $427K
218K $12.6M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
18.6K
+ 7.71%
$47.18 - $48.74 $876K - $905K
259K $12.6M
EFG
Msci Eafe Growth ETF

ETFs
3.94K
+ 3.51%
$96.84 - $108.77 $381K - $428K
116K $12.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
418
+ 3.32%
$405.19 - $478.57 $169K - $200K
13K $5.99M
TSLA
Tesla, Inc.

Consumer Cyclical
472
+ 4.39%
$191.76 - $263.26 $90.5K - $124K
11.2K $2.93M
UNH
Unitedhealth Group Inc

Healthcare
287
+ 3.93%
$488.01 - $604.18 $140K - $173K
7.59K $4.44M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.82K
+ 4.0%
$44.24 - $49.47 $257K - $288K
151K $7.48M
NEE
Nextera Energy Inc

Utilities
1.64K
+ 4.37%
$69.9 - $84.97 $115K - $139K
39.2K $3.31M
HD
Home Depot, Inc.

Consumer Cyclical
348
+ 4.23%
$333.64 - $405.2 $116K - $141K
8.57K $3.47M
STOT
Spdr Doubleline Short Duration

ETFs
11.1K
+ 13.43%
$46.63 - $47.52 $520K - $530K
94.2K $4.47M
NVDA
Nvidia Corp

Technology
5.56K
+ 10.06%
$98.91 - $134.91 $550K - $751K
60.9K $7.39M
LMT
Lockheed Martin Corp

Industrials
165
+ 4.29%
$460.3 - $584.56 $75.9K - $96.5K
4.01K $2.35M
JNJ
Johnson & Johnson

Healthcare
867
+ 3.46%
$145.48 - $167.38 $126K - $145K
25.9K $4.2M
AVGO
Broadcom Inc.

Technology
21K
+ 968.59%
$136.27 - $1745.86 $2.86M - $36.6M
23.1K $3.99M
BLK
Black Rock Inc.

Financial Services
93
+ 3.58%
$782.27 - $949.51 $72.8K - $88.3K
2.69K $2.55M
META
Meta Platforms, Inc.

Communication Services
440
+ 16.27%
$453.41 - $572.44 $200K - $252K
3.14K $1.8M
JPM
Jpmorgan Chase & CO

Financial Services
858
+ 3.78%
$194.9 - $224.8 $167K - $193K
23.5K $4.96M
ABBV
Abb Vie Inc.

Healthcare
288
+ 2.38%
$163.84 - $199.33 $47.2K - $57.4K
12.4K $2.44M
OEF
Ishares S&P 100 ETF

ETFs
997
+ 2.15%
$266.03 - $266.03 $265K - $265K
47.5K $12.6M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
3.49K
+ 1.72%
$29.62 - $31.54 $103K - $110K
206K $6.51M
JCI
Johnson Controls International PLC

Industrials
990
+ 4.54%
$65.52 - $77.61 $64.9K - $76.8K
22.8K $1.77M
NOW
Service Now, Inc.

Technology
129
+ 7.35%
$730.87 - $937.36 $94.3K - $121K
1.89K $1.69M
RTX
Raytheon Technologies Corp

Industrials
2.48K
New
$99.55 - $123.34 $247K - $306K
2.48K $300K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.02K
+ 4.1%
$64.35 - $75.71 $65.6K - $77.2K
25.9K $1.91M
PG
Procter & Gamble CO

Consumer Defensive
648
+ 3.43%
$160.76 - $177.82 $104K - $115K
19.5K $3.38M
UBER
Uber Technologies, Inc

Technology
3.17K
+ 28.49%
$58.48 - $77.47 $185K - $246K
14.3K $1.07M
CRM
Salesforce, Inc.

Technology
575
+ 8.93%
$238.42 - $276.53 $137K - $159K
7.01K $1.92M
WMT
Walmart Inc.

Consumer Defensive
176
+ 1.04%
$66.91 - $81.4 $11.8K - $14.3K
17.1K $1.38M
SO
Southern CO

Utilities
461
+ 3.23%
$77.0 - $90.52 $35.5K - $41.7K
14.7K $1.33M
DUK
Duke Energy Corp

Utilities
344
+ 2.88%
$99.35 - $117.71 $34.2K - $40.5K
12.3K $1.42M
APD
Air Products & Chemicals, Inc.

Basic Materials
98
+ 2.09%
$247.34 - $300.11 $24.2K - $29.4K
4.8K $1.43M
XOM
Exxon Mobil Corp

Energy
1.32K
+ 5.06%
$109.72 - $119.0 $145K - $157K
27.5K $3.22M
IEFA
Ishares Tr

ETFs
756
+ 2.76%
$70.09 - $78.74 $53K - $59.5K
28.1K $2.2M
MELI
Mercadolibre Inc

Consumer Cyclical
100
New
$1591.44 - $2140.1 $159K - $214K
100 $205K
OKE
Oneok Inc

Energy
2.2K
New
$78.62 - $95.27 $173K - $209K
2.2K $200K
GLW
Corning Inc

Technology
963
+ 3.98%
$37.76 - $46.2 $36.4K - $44.5K
25.2K $1.14M
MA
Mastercard Inc

Financial Services
288
+ 32.69%
$429.6 - $500.99 $124K - $144K
1.17K $577K
GS
Goldman Sachs Group Inc

Financial Services
101
+ 3.18%
$459.02 - $510.25 $46.4K - $51.5K
3.28K $1.62M
NSC
Norfolk Southern Corp

Industrials
88
+ 1.98%
$213.75 - $259.69 $18.8K - $22.9K
4.53K $1.12M
DE
Deere & CO

Industrials
105
+ 3.64%
$344.84 - $418.0 $36.2K - $43.9K
2.99K $1.25M
MCO
Moodys Corp

Financial Services
7
+ 0.23%
$421.49 - $494.67 $2.95K - $3.46K
3.01K $1.43M
AMT
American Tower Corp

Real Estate
55
+ 1.43%
$192.27 - $242.73 $10.6K - $13.4K
3.9K $907K
AMZN
Amazon Com Inc

Consumer Cyclical
1.64K
+ 7.63%
$161.02 - $200.0 $264K - $327K
23.1K $4.3M
NKE
Nike, Inc.

Consumer Cyclical
781
+ 11.97%
$71.09 - $89.44 $55.5K - $69.9K
7.3K $645K
TGT
Target Corp

Consumer Defensive
536
+ 9.56%
$133.47 - $159.25 $71.5K - $85.4K
6.14K $957K
Activity Summary
Buys All Purchases 86 New Holdings 4 Increased Positions 82 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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