Lineweaver Wealth Advisors, LLC Purchases in Q2 2025

Lineweaver Wealth Advisors, LLC

  • $559 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EQT
Eqt Corp

Energy
3.73K
New
$46.11 - $60.44 $172K - $225K
3.73K $217K
ORCL
Oracle Corp

Technology
987
New
$122.82 - $218.63 $121K - $216K
987 $215K
ADBE
Adobe Inc.

Technology
519
New
$340.0 - $420.68 $176K - $218K
519 $200K
APD
Air Products & Chemicals, Inc.

Basic Materials
921
+ 15.91%
$248.61 - $294.96 $229K - $272K
6.71K $1.89M
CAT
Caterpillar Inc

Industrials
86
+ 3.33%
$273.94 - $388.21 $23.6K - $33.4K
2.67K $1.04M
GOOG
Alphabet Inc.

Communication Services
461
+ 11.06%
$146.58 - $180.01 $67.6K - $83K
4.63K $821K
JNJ
Johnson & Johnson

Healthcare
2.93K
+ 13.78%
$146.36 - $159.82 $428K - $468K
24.2K $3.69M
PG
Procter & Gamble CO

Consumer Defensive
2.34K
+ 12.68%
$157.66 - $172.39 $368K - $403K
20.8K $3.31M
SO
Southern CO

Utilities
1.85K
+ 10.1%
$84.91 - $92.56 $157K - $171K
20.2K $1.85M
QCOM
Qualcomm Inc

Technology
851
+ 16.53%
$124.66 - $159.48 $106K - $136K
6K $955K
MDT
Medtronic PLC

Healthcare
2.45K
+ 12.26%
$80.68 - $88.86 $198K - $218K
22.5K $1.96M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.33K
+ 9.1%
$48.46 - $50.2 $162K - $167K
40K $1.98M
MCK
Mckesson Corp

Healthcare
4
+ 0.16%
$652.83 - $732.78 $2.61K - $2.93K
2.49K $1.82M
COST
Costco Wholesale Corp

Consumer Defensive
60
+ 3.15%
$908.13 - $1056.85 $54.5K - $63.4K
1.96K $1.94M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.94K
+ 5.99%
$63.54 - $68.5 $123K - $133K
34.2K $2.31M
V
Visa Inc.

Financial Services
205
+ 2.61%
$308.27 - $373.31 $63.2K - $76.5K
8.07K $2.87M
AMT
American Tower Corp

Real Estate
375
+ 7.87%
$203.96 - $228.19 $76.5K - $85.6K
5.14K $1.14M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
510
+ 56.92%
$225.56 - $335.19 $115K - $171K
1.41K $334K
DUK
Duke Energy Corp

Utilities
1.18K
+ 7.88%
$112.46 - $124.05 $132K - $146K
16.1K $1.9M
HD
Home Depot, Inc.

Consumer Cyclical
191
+ 1.78%
$335.24 - $380.78 $64K - $72.7K
10.9K $3.99M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.32K
+ 7.46%
$50.52 - $50.92 $66.4K - $67K
18.9K $964K
XLB
Select Sector Spdr Fd Material

ETFs
548
+ 4.76%
$74.27 - $88.92 $40.7K - $48.7K
12.1K $1.06M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3
+ 0.19%
$139.8 - $197.22 $419 - $592
1.57K $309K
AXP
American Express CO

Financial Services
10
+ 0.97%
$231.39 - $318.98 $2.31K - $3.19K
1.04K $331K
SUB
Ishares Short Term National Mu

ETFs
483
+ 10.22%
$104.77 - $106.34 $50.6K - $51.4K
5.21K $553K
PH
Parker Hannifin Corp

Industrials
22
+ 6.61%
$517.23 - $700.54 $11.4K - $15.4K
355 $247K
F
Ford Motor CO

Consumer Cyclical
1.95K
+ 7.06%
$8.69 - $10.85 $16.9K - $21.1K
29.5K $320K
PAPR
Innovator U.S. Equity Power Bu

ETFs
1
+ 0.0%
$33.22 - $37.29 $33.2 - $37.3
23.9K $891K
EXC
Exelon Corp

Utilities
1.09K
+ 24.06%
$42.2 - $47.37 $45.8K - $51.4K
5.6K $242K
STOT
Spdr Doubleline Short Duration

ETFs
563
+ 1.32%
$46.87 - $47.35 $26.4K - $26.7K
43.1K $2.04M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
22
+ 0.21%
$51.1 - $53.29 $1.12K - $1.17K
10.4K $554K
AMGN
Amgen Inc

Healthcare
688
+ 12.19%
$262.28 - $309.85 $180K - $213K
6.33K $1.77M
ABT
Abbott Laboratories

Healthcare
7
+ 0.44%
$123.95 - $138.08 $868 - $967
1.61K $219K
JEPI
J P Morgan Exchange Traded Fd

ETFs
99
+ 0.63%
$51.14 - $57.0 $5.06K - $5.64K
15.7K $894K
Blackrock ETF Trust Ii
1.07K
+ 11.76%
N/A
10.2K $0
Ge Healthcare Technologies I
7.99K
New
N/A
7.99K $0
Alps ETF Tr
122K
+ 12.02%
N/A
1.13M $0
J P Morgan Exchange Traded F
140K
New
N/A
140K $0
Innovator Etfs Trust
41
+ 0.07%
N/A
62.5K $0
Innovator Etfs Trust
38.8K
New
N/A
38.8K $0
Brookfield Asset Managmt LTD
3.62K
New
N/A
3.62K $0
Blackrock Inc
351
+ 9.56%
N/A
4.02K $0
Blackrock ETF Trust Ii
23.7K
+ 5.7%
N/A
439K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
221
+ 0.88%
$37.08 - $42.26 $8.19K - $9.34K
25.4K $1.05M
SBUX
Starbucks Corp

Consumer Cyclical
79
+ 3.09%
$79.69 - $99.41 $6.3K - $7.85K
2.64K $241K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.44K
+ 9.45%
$483.48 - $539.8 $696K - $777K
16.7K $8.1M
BMY
Bristol Myers Squibb CO

Healthcare
5.12K
+ 21.16%
$44.12 - $59.6 $226K - $305K
29.3K $1.36M
ABBV
Abb Vie Inc.

Healthcare
1.09K
+ 7.31%
$170.16 - $206.27 $186K - $225K
16K $2.98M
UNH
Unitedhealth Group Inc

Healthcare
1.1K
+ 21.96%
$274.35 - $599.47 $302K - $659K
6.11K $1.91M
Activity Summary
Buys All Purchases 101 New Holdings 20 Increased Positions 81 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lineweaver Wealth Advisors, LLC Portfolio

Follow Lineweaver Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lineweaver Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lineweaver Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email