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
CTAS
Cintas Corp

Industrials
17.5K
+ 248.7%
$201.38 - $819.83 $3.53M - $14.4M
24.6K $5.06M
PEP
Pepsico Inc

Consumer Defensive
400
+ 3.95%
$161.9 - $179.3 $64.8K - $71.7K
10.5K $1.79M
IBM
International Business Machines Corp

Technology
7
+ 0.3%
$175.1 - $223.38 $1.23K - $1.56K
2.32K $512K
C
Citigroup Inc

Financial Services
2.04K
+ 7.19%
$56.11 - $67.61 $115K - $138K
30.4K $1.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
853
+ 12.58%
$79.29 - $84.02 $67.6K - $71.7K
7.63K $639K
LLY
Eli Lilly & CO

Healthcare
151
+ 7.32%
$772.14 - $960.02 $117K - $145K
2.22K $1.96M
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 1.64%
$801.83 - $917.05 $24.1K - $27.5K
1.86K $1.65M
MUB
Ishares National Muni Bond ETF

ETFs
583
+ 4.69%
$106.13 - $108.7 $61.9K - $63.4K
13K $1.41M
CEG
Constellation Energy Corp

Utilities
5
+ 0.34%
$167.08 - $262.86 $835 - $1.31K
1.47K $380K
JEPI
J P Morgan Exchange Traded Fd

ETFs
653
+ 4.19%
$54.98 - $59.51 $35.9K - $38.9K
16.2K $966K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
995
+ 3.52%
$50.15 - $51.27 $49.9K - $51K
29.3K $1.5M
DIS
Walt Disney CO

Communication Services
819
+ 13.22%
$85.6 - $98.61 $70.1K - $80.8K
7.01K $674K
AXP
American Express CO

Financial Services
49
+ 4.63%
$225.92 - $271.17 $11.1K - $13.3K
1.11K $300K
BAC
Bank Of America Corp

Financial Services
1.32K
+ 2.98%
$36.65 - $44.13 $48.2K - $58.1K
45.4K $1.8M
HON
Honeywell International Inc

Industrials
581
+ 5.17%
$196.73 - $220.21 $114K - $128K
11.8K $2.44M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
687
+ 5.27%
$50.61 - $50.96 $34.8K - $35K
13.7K $698K
LECO
Lincoln Electric Holdings Inc

Industrials
98
+ 2.44%
$173.3 - $211.48 $17K - $20.7K
4.12K $790K
AMGN
Amgen Inc

Healthcare
17
+ 1.45%
$309.38 - $337.38 $5.26K - $5.74K
1.19K $383K
ADBE
Adobe Inc.

Technology
49
+ 10.25%
$508.13 - $586.55 $24.9K - $28.7K
527 $272K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.12%
$152.9 - $180.39 $306 - $361
1.64K $286K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
44
+ 0.45%
$21.05 - $21.17 $926 - $931
9.93K $209K
Innovator Etfs Trust
2.26K
+ 13.13%
N/A
19.4K $0
Blackrock ETF Trust Ii
14.7K
+ 7.52%
N/A
210K $0
Creative Media & Cmnty Tr
282K
New
N/A
282K $0
Alps ETF Tr
44.6K
+ 8.35%
N/A
579K $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
22
+ 2.73%
$233.4 - $302.36 $5.13K - $6.65K
827 $224K
MRK
Merck & Co., Inc.

Healthcare
2.61K
+ 8.42%
$111.15 - $128.97 $291K - $337K
33.7K $3.82M
FDX
Fedex Corp

Industrials
371
+ 6.24%
$254.64 - $313.52 $94.5K - $116K
6.32K $1.73M
NVO
Novo Nordisk A S

Healthcare
7
+ 0.3%
$119.07 - $145.42 $833 - $1.02K
2.37K $281K
OXY
Occidental Petroleum Corp

Energy
1.84K
+ 13.88%
$49.91 - $63.73 $91.7K - $117K
15.1K $777K
GOOGL
Alphabet Inc.

Communication Services
1.86K
+ 7.73%
$148.65 - $191.18 $276K - $355K
25.9K $4.29M
QCOM
Qualcomm Inc

Technology
149
+ 3.36%
$156.12 - $209.64 $23.3K - $31.2K
4.58K $778K
CVX
Chevron Corp

Energy
185
+ 0.92%
$137.88 - $161.97 $25.5K - $30K
20.2K $2.98M
MSFT
Microsoft Corp

Technology
411
+ 1.97%
$395.15 - $467.56 $162K - $192K
21.3K $9.14M
DELL
Dell Technologies Inc.

Technology
40
+ 0.28%
$87.89 - $145.97 $3.52K - $5.84K
14.3K $1.7M
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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