Lineweaver Wealth Advisors, LLC Purchases in Q4 2024

Lineweaver Wealth Advisors, LLC

  • $505 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
311K
New
$45.59 - $46.25 $14.2M - $14.4M
311K $14.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
26.9K
New
$201.32 - $217.44 $5.42M - $5.86M
26.9K $5.57M
AVGO
Broadcom Inc.

Technology
4.26K
+ 18.4%
$159.67 - $250.0 $680K - $1.06M
27.4K $6.35M
IAU
Ishares Gold Trust

ETFs
43.5K
New
$48.37 - $52.65 $2.1M - $2.29M
43.5K $2.15M
AAPL
Apple Inc.

Technology
1.69K
+ 1.88%
$221.69 - $259.02 $376K - $439K
91.8K $23M
TSLA
Tesla, Inc.

Consumer Cyclical
596
+ 5.31%
$213.65 - $479.86 $127K - $286K
11.8K $4.77M
AMZN
Amazon Com Inc

Consumer Cyclical
2.12K
+ 9.19%
$180.88 - $232.93 $384K - $494K
25.2K $5.53M
BMY
Bristol Myers Squibb CO

Healthcare
20.6K
New
$51.92 - $59.94 $1.07M - $1.23M
20.6K $1.17M
RDVY
First Trust Rising Dividend Ac

ETFs
18.4K
+ 32.47%
$58.65 - $64.37 $1.08M - $1.18M
75.1K $4.44M
AMGN
Amgen Inc

Healthcare
3.72K
+ 313.12%
$258.78 - $328.31 $963K - $1.22M
4.91K $1.28M
JPM
Jpmorgan Chase & CO

Financial Services
340
+ 1.44%
$205.18 - $250.29 $69.8K - $85.1K
23.9K $5.73M
DHR
Danaher Corp

Healthcare
3.16K
New
$226.16 - $274.52 $714K - $866K
3.16K $724K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.57K
+ 96.55%
$501.29 - $612.85 $786K - $961K
3.19K $1.66M
CRM
Salesforce, Inc.

Technology
597
+ 8.51%
$270.87 - $367.87 $162K - $220K
7.61K $2.54M
MSFT
Microsoft Corp

Technology
1.92K
+ 9.05%
$406.35 - $454.46 $781K - $874K
23.2K $9.77M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
34.5K
+ 6.51%
$44.87 - $46.86 $1.55M - $1.62M
564K $25.3M
FDX
Fedex Corp

Industrials
1.78K
+ 28.2%
$260.5 - $305.15 $464K - $544K
8.1K $2.28M
NOW
Service Now, Inc.

Technology
219
+ 11.62%
$867.18 - $1148.42 $190K - $252K
2.1K $2.23M
V
Visa Inc.

Financial Services
613
+ 8.35%
$273.87 - $320.91 $168K - $197K
7.95K $2.51M
SUB
Ishares Short Term National Mu

ETFs
3.73K
New
$104.94 - $106.2 $392K - $396K
3.73K $393K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.03K
+ 7.94%
$442.29 - $483.08 $457K - $500K
14.1K $6.37M
C
Citigroup Inc

Financial Services
1.7K
+ 5.59%
$61.31 - $72.5 $104K - $123K
32.1K $2.26M
META
Meta Platforms, Inc.

Communication Services
480
+ 15.27%
$554.08 - $632.68 $266K - $304K
3.62K $2.14M
MCD
Mcdonalds Corp

Consumer Cyclical
1.58K
+ 16.5%
$288.47 - $316.54 $457K - $501K
11.2K $3.24M
HON
Honeywell International Inc

Industrials
300
+ 2.54%
$202.84 - $236.0 $60.9K - $70.8K
12.1K $2.74M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
216
+ 0.14%
$49.03 - $53.35 $10.6K - $11.5K
151K $7.76M
VUG
Vanguard Growth ETF

ETFs
680
New
$378.79 - $428.11 $258K - $291K
680 $279K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
60
+ 0.1%
$70.54 - $79.61 $4.23K - $4.78K
60.3K $4.59M
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.12%
$486.1 - $608.57 $1.94K - $2.43K
3.28K $1.88M
CVX
Chevron Corp

Energy
2.05K
+ 10.14%
$141.15 - $162.53 $289K - $333K
22.3K $3.22M
HD
Home Depot, Inc.

Consumer Cyclical
981
+ 11.45%
$385.02 - $431.37 $378K - $423K
9.55K $3.71M
ABBV
Abb Vie Inc.

Healthcare
2.63K
+ 21.22%
$164.99 - $203.87 $433K - $535K
15K $2.67M
VV
Vanguard Large Cap ETF

ETFs
822
New
$260.27 - $280.65 $214K - $231K
822 $221K
PH
Parker Hannifin Corp

Industrials
344
New
$621.74 - $709.46 $214K - $244K
344 $218K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.53K
New
$55.73 - $66.16 $197K - $233K
3.53K $212K
FTNT
Fortinet, Inc.

Technology
2.22K
New
$76.49 - $99.21 $170K - $220K
2.22K $209K
GD
General Dynamics Corp

Industrials
780
New
$260.28 - $314.03 $203K - $245K
780 $205K
MCK
Mckesson Corp

Healthcare
14
+ 0.57%
$482.27 - $628.5 $6.75K - $8.8K
2.48K $1.42M
DE
Deere & CO

Industrials
356
+ 11.9%
$389.45 - $466.0 $139K - $166K
3.35K $1.42M
JCI
Johnson Controls International PLC

Industrials
1.64K
+ 7.19%
$74.23 - $86.6 $122K - $142K
24.5K $1.93M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.23K
+ 7.1%
$43.97 - $45.33 $97.9K - $101K
33.6K $1.51M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.02K
+ 10.32%
$50.02 - $51.24 $151K - $155K
32.3K $1.62M
GLW
Corning Inc

Technology
1.22K
+ 4.83%
$44.11 - $49.76 $53.7K - $60.6K
26.4K $1.25M
MUB
Ishares National Muni Bond ETF

ETFs
1.17K
+ 8.97%
$105.78 - $108.7 $124K - $127K
14.2K $1.51M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.42K
+ 1.79%
$76.72 - $82.83 $109K - $118K
80.9K $6.25M
NSC
Norfolk Southern Corp

Industrials
636
+ 14.04%
$230.6 - $277.0 $147K - $176K
5.17K $1.21M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.73K
+ 12.64%
$50.67 - $50.9 $87.9K - $88.3K
15.5K $783K
APD
Air Products & Chemicals, Inc.

Basic Materials
360
+ 7.5%
$285.5 - $335.62 $103K - $121K
5.16K $1.5M
DUK
Duke Energy Corp

Utilities
1.34K
+ 10.91%
$105.76 - $120.76 $142K - $162K
13.6K $1.47M
Activity Summary
Buys All Purchases 81 New Holdings 16 Increased Positions 65 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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