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
PG
Procter & Gamble CO

Consumer Defensive
932
+ 4.77%
$161.05 - $179.7 $150K - $167K
20.5K $3.43M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.85%
$4100.99 - $5300.34 $4.1K - $5.3K
55 $273K
SO
Southern CO

Utilities
1.47K
+ 9.98%
$81.5 - $94.15 $120K - $138K
16.2K $1.33M
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.68%
N/A
1.64K $298K
Innovator Etfs Trust
13K
New
N/A
13K $0
Alps ETF Tr
14.5K
+ 2.5%
N/A
593K $0
Blackrock Inc
3K
New
N/A
3K $0
CRH.L
Crh PLC

Basic Materials
2.45K
New
N/A
2.45K $0
Innovator Etfs Trust
17.1K
New
N/A
17.1K $0
Blackrock ETF Trust Ii
54.6K
+ 26.05%
N/A
264K $0
RTX
Raytheon Technologies Corp

Industrials
37
+ 1.49%
$114.45 - $127.21 $4.23K - $4.71K
2.52K $291K
F
Ford Motor CO

Consumer Cyclical
368
+ 1.41%
$9.69 - $11.4 $3.57K - $4.2K
26.4K $261K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1
+ 0.0%
$26.55 - $27.32 $26.6 - $27.3
22.4K $597K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
45
+ 0.24%
$113.92 - $127.38 $5.13K - $5.73K
18.6K $2.14M
QCOM
Qualcomm Inc

Technology
256
+ 5.59%
$150.4 - $178.04 $38.5K - $45.6K
4.83K $742K
LMT
Lockheed Martin Corp

Industrials
718
+ 17.89%
$479.66 - $614.62 $344K - $441K
4.73K $2.3M
CEG
Constellation Energy Corp

Utilities
8
+ 0.55%
$224.28 - $285.52 $1.79K - $2.28K
1.47K $331K
AMD
Advanced Micro Devices Inc

Technology
28
+ 1.6%
$118.88 - $172.8 $3.33K - $4.84K
1.77K $214K
PEP
Pepsico Inc

Consumer Defensive
648
+ 6.16%
$151.29 - $176.1 $98K - $114K
11.2K $1.7M
DGRO
Ishares Core Dividend Growth E

ETFs
805
+ 0.7%
$60.73 - $64.94 $48.9K - $52.3K
115K $7.06M
XOM
Exxon Mobil Corp

Energy
1.46K
+ 5.32%
$105.51 - $125.37 $154K - $183K
28.9K $3.11M
AMT
American Tower Corp

Real Estate
441
+ 11.3%
$179.4 - $232.01 $79.1K - $102K
4.34K $796K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.89K
+ 14.99%
$59.25 - $72.99 $230K - $284K
29.8K $1.78M
LLY
Eli Lilly & CO

Healthcare
118
+ 5.33%
$727.2 - $932.06 $85.8K - $110K
2.33K $1.8M
UL
Unilever PLC

Consumer Defensive
846
+ 3.22%
$56.7 - $64.64 $48K - $54.7K
27.1K $1.54M
NEE
Nextera Energy Inc

Utilities
4.61K
+ 11.77%
$69.77 - $85.43 $322K - $394K
43.8K $3.14M
UBER
Uber Technologies, Inc

Technology
533
+ 3.73%
$59.93 - $86.34 $31.9K - $46K
14.8K $894K
IEFA
Ishares Tr

ETFs
495
+ 1.76%
$70.06 - $77.43 $34.7K - $38.3K
28.6K $2.01M
EFV
Msci Eafe Value ETF

ETFs
15.4K
+ 7.05%
$51.78 - $57.15 $797K - $879K
234K $12.3M
EFG
Msci Eafe Growth ETF

ETFs
8.57K
+ 7.38%
$96.83 - $106.88 $830K - $916K
125K $12.1M
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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