Lineweaver Wealth Advisors, LLC Incresed Positions in Q2 2025

Lineweaver Wealth Advisors, LLC

  • $559 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
123K
+ 67.23%
$85.42 - $94.39 $10.5M - $11.6M
307K $28.8M
AVGO
Broadcom Inc.

Technology
146
+ 0.47%
$146.29 - $275.65 $21.4K - $40.2K
31.4K $8.66M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
58.4K
+ 9.74%
$44.68 - $45.96 $2.61M - $2.68M
658K $30.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
47.4K
+ 23.52%
$47.89 - $48.65 $2.27M - $2.31M
249K $12.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.4K
+ 7.52%
$96.84 - $99.46 $1.88M - $1.93M
278K $27.6M
JPIE
J P Morgan Exchange Traded Fd
34.5K
+ 7.36%
$45.12 - $46.32 $1.56M - $1.6M
503K $23.3M
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 5.94%
$210.28 - $289.91 $315K - $434K
26.7K $7.74M
TSLA
Tesla, Inc.

Consumer Cyclical
1.35K
+ 9.87%
$221.86 - $362.89 $300K - $490K
15K $4.78M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
515
+ 1.78%
$180.84 - $240.32 $93.1K - $124K
29.4K $7.07M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.4K
+ 2.2%
$43.53 - $54.46 $148K - $185K
158K $8.59M
AMZN
Amazon Com Inc

Consumer Cyclical
733
+ 2.85%
$167.32 - $223.3 $123K - $164K
26.4K $5.8M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
758
+ 1.26%
$60.22 - $80.1 $45.6K - $60.7K
61K $4.89M
DELL
Dell Technologies Inc.

Technology
2.34K
+ 15.23%
$71.63 - $125.98 $168K - $295K
17.7K $2.17M
C
Citigroup Inc

Financial Services
2.78K
+ 8.13%
$58.13 - $85.12 $162K - $237K
37K $3.15M
GOOGL
Alphabet Inc.

Communication Services
717
+ 2.67%
$144.7 - $178.6 $104K - $128K
27.6K $4.87M
IAU
Ishares Gold Trust

ETFs
6.47K
+ 7.5%
$56.1 - $64.74 $363K - $419K
92.7K $5.78M
META
Meta Platforms, Inc.

Communication Services
64
+ 1.64%
$484.66 - $738.09 $31K - $47.2K
3.97K $2.93M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.24K
+ 2.7%
$67.22 - $81.54 $150K - $182K
85K $6.93M
WMT
Walmart Inc.

Consumer Defensive
3.99K
+ 20.12%
$81.79 - $99.98 $327K - $399K
23.8K $2.33M
BAC
Bank Of America Corp

Financial Services
4.7K
+ 9.36%
$34.39 - $47.46 $162K - $223K
54.9K $2.6M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
594
+ 0.28%
$29.4 - $33.37 $17.5K - $19.8K
211K $7.04M
RDVY
First Trust Rising Dividend Ac

ETFs
512
+ 0.66%
$51.6 - $62.74 $26.4K - $32.1K
78.1K $4.9M
CEG
Constellation Energy Corp

Utilities
426
+ 27.1%
$170.96 - $322.76 $72.8K - $137K
2K $644K
HON
Honeywell International Inc

Industrials
508
+ 5.42%
$182.86 - $232.88 $92.9K - $118K
9.88K $2.3M
ETN
Eaton Corp PLC

Industrials
390
+ 19.08%
$246.52 - $356.99 $96.1K - $139K
2.43K $868K
DIS
Walt Disney CO

Communication Services
1.16K
+ 18.45%
$81.72 - $124.01 $94.7K - $144K
7.44K $922K
LMT
Lockheed Martin Corp

Industrials
491
+ 11.01%
$430.82 - $486.45 $212K - $239K
4.95K $2.29M
IEFA
Ishares Tr

ETFs
500
+ 1.6%
$67.83 - $84.09 $33.9K - $42K
31.7K $2.65M
CSCO
Cisco Systems, Inc.

Technology
1.63K
+ 7.38%
$53.19 - $69.38 $86.5K - $113K
23.7K $1.64M
PEP
Pepsico Inc

Consumer Defensive
4.1K
+ 27.53%
$128.02 - $151.37 $525K - $621K
19K $2.51M
NSC
Norfolk Southern Corp

Industrials
628
+ 12.3%
$206.34 - $257.46 $130K - $162K
5.74K $1.47M
DGRO
Ishares Core Dividend Growth E

ETFs
57
+ 0.05%
$55.22 - $63.94 $3.15K - $3.64K
112K $7.19M
DE
Deere & CO

Industrials
210
+ 6.59%
$412.99 - $531.48 $86.7K - $112K
3.4K $1.73M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.56K
+ 6.69%
$41.3 - $47.0 $106K - $120K
40.8K $1.92M
LLY
Eli Lilly & CO

Healthcare
433
+ 18.67%
$713.71 - $898.95 $309K - $389K
2.75K $2.15M
NEE
Nextera Energy Inc

Utilities
4.17K
+ 9.5%
$64.11 - $75.0 $267K - $313K
48K $3.33M
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
MUB
Ishares National Muni Bond ETF

ETFs
1.7K
+ 11.01%
$102.31 - $105.8 $174K - $180K
17.1K $1.79M
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
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
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