Lineweaver Wealth Advisors, LLC Incresed Positions in Q1 2025

Lineweaver Wealth Advisors, LLC

  • $529 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
77.8K
+ 62.4%
$96.1 - $106.37 $7.47M - $8.27M
202K $20.2M
JPIE
J P Morgan Exchange Traded Fd
157K
+ 50.58%
$45.46 - $46.18 $7.15M - $7.26M
468K $21.6M
EFV
Msci Eafe Value ETF

ETFs
48.3K
+ 20.65%
$51.88 - $60.73 $2.5M - $2.93M
282K $16.6M
IAU
Ishares Gold Trust

ETFs
42.7K
+ 98.18%
$49.74 - $58.96 $2.12M - $2.52M
86.2K $5.08M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22K
+ 9.29%
$95.85 - $99.25 $2.11M - $2.18M
259K $25.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
36K
+ 6.39%
$44.41 - $45.98 $1.6M - $1.66M
600K $27.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.18K
+ 8.38%
$442.66 - $534.52 $521K - $630K
15.2K $8.11M
CTAS
Cintas Corp

Industrials
1.2K
+ 5.19%
$182.09 - $208.14 $218K - $249K
24.2K $4.98M
XOM
Exxon Mobil Corp

Energy
2.72K
+ 9.41%
$105.44 - $118.93 $287K - $324K
31.7K $3.77M
JNJ
Johnson & Johnson

Healthcare
1.28K
+ 6.4%
$142.06 - $167.7 $182K - $214K
21.2K $3.52M
PEP
Pepsico Inc

Consumer Defensive
3.74K
+ 33.5%
$142.64 - $156.42 $533K - $585K
14.9K $2.23M
AMGN
Amgen Inc

Healthcare
731
+ 14.88%
$258.59 - $327.36 $189K - $239K
5.64K $1.76M
PGR
Progressive Corp

Financial Services
348
+ 4.19%
$235.61 - $291.22 $82K - $101K
8.65K $2.45M
JPM
Jpmorgan Chase & CO

Financial Services
1.3K
+ 5.45%
$225.19 - $279.95 $293K - $364K
25.2K $6.18M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.48K
+ 8.32%
$56.12 - $68.15 $139K - $169K
32.3K $2.19M
DUK
Duke Energy Corp

Utilities
1.31K
+ 9.59%
$105.87 - $121.97 $138K - $159K
14.9K $1.82M
SO
Southern CO

Utilities
2.11K
+ 13.04%
$80.96 - $92.96 $171K - $196K
18.3K $1.68M
IEFA
Ishares Tr

ETFs
2.58K
+ 9.02%
$69.57 - $78.65 $180K - $203K
31.2K $2.36M
BMY
Bristol Myers Squibb CO

Healthcare
3.6K
+ 17.48%
$53.9 - $63.11 $194K - $227K
24.2K $1.48M
MDT
Medtronic PLC

Healthcare
1.13K
+ 5.98%
$79.84 - $94.5 $90.1K - $107K
20K $1.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.97K
+ 7.31%
$196.12 - $229.48 $386K - $452K
28.9K $5.84M
MCK
Mckesson Corp

Healthcare
1
+ 0.04%
$566.21 - $672.99 $566 - $673
2.49K $1.67M
AMT
American Tower Corp

Real Estate
423
+ 9.74%
$173.46 - $217.6 $73.4K - $92K
4.77K $1.04M
UL
Unilever PLC

Consumer Defensive
2.58K
+ 9.52%
$54.72 - $60.29 $141K - $156K
29.7K $1.77M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.36K
+ 13.5%
$49.69 - $50.76 $216K - $221K
36.6K $1.83M
WMT
Walmart Inc.

Consumer Defensive
2.89K
+ 17.02%
$84.5 - $105.05 $244K - $303K
19.8K $1.74M
APD
Air Products & Chemicals, Inc.

Basic Materials
629
+ 12.19%
$283.24 - $338.07 $178K - $213K
5.79K $1.71M
HD
Home Depot, Inc.

Consumer Cyclical
1.15K
+ 12.08%
$347.25 - $424.87 $401K - $490K
10.7K $3.92M
OEF
Ishares S&P 100 ETF

ETFs
765
+ 1.66%
N/A
46.8K $12.4M
GS
Goldman Sachs Group Inc

Financial Services
504
+ 15.36%
$524.81 - $672.19 $265K - $339K
3.79K $2.07M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
4.67K
+ 13.89%
$43.63 - $46.01 $204K - $215K
38.3K $1.69M
BAC
Bank Of America Corp

Financial Services
6.39K
+ 14.59%
$39.61 - $47.74 $253K - $305K
50.2K $2.1M
C
Citigroup Inc

Financial Services
2.11K
+ 6.56%
$67.23 - $84.63 $142K - $178K
34.2K $2.43M
COST
Costco Wholesale Corp

Consumer Defensive
116
+ 6.49%
$890.62 - $1076.86 $103K - $125K
1.9K $1.8M
JCI
Johnson Controls International PLC

Industrials
1.16K
+ 4.73%
$76.12 - $90.6 $88.1K - $105K
25.6K $2.05M
MUB
Ishares National Muni Bond ETF

ETFs
1.25K
+ 8.83%
$104.71 - $107.69 $131K - $135K
15.4K $1.63M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.17K
+ 14.03%
$50.72 - $50.92 $110K - $110K
17.6K $895K
META
Meta Platforms, Inc.

Communication Services
278
+ 7.67%
$576.36 - $736.67 $160K - $205K
3.9K $2.25M
GLW
Corning Inc

Technology
3.34K
+ 12.63%
$44.91 - $54.25 $150K - $181K
29.7K $1.36M
SUB
Ishares Short Term National Mu

ETFs
993
+ 26.61%
$105.3 - $106.24 $105K - $105K
4.73K $498K
RDVY
First Trust Rising Dividend Ac

ETFs
2.53K
+ 3.36%
$57.22 - $63.39 $145K - $160K
77.6K $4.54M
CSCO
Cisco Systems, Inc.

Technology
456
+ 2.11%
$58.74 - $64.87 $26.8K - $29.6K
22.1K $1.36M
QCOM
Qualcomm Inc

Technology
314
+ 6.5%
$151.94 - $175.86 $47.7K - $55.2K
5.15K $790K
DHR
Danaher Corp

Healthcare
608
+ 19.26%
$201.62 - $250.59 $123K - $152K
3.76K $771K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.79K
+ 2.22%
$74.34 - $81.0 $133K - $145K
82.7K $6.29M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
5.22K
+ 2.54%
$31.14 - $32.81 $163K - $171K
210K $6.61M
F
Ford Motor CO

Consumer Cyclical
1.14K
+ 4.32%
$9.12 - $10.43 $10.4K - $11.9K
27.6K $276K
GD
General Dynamics Corp

Industrials
7
+ 0.9%
$241.94 - $272.58 $1.69K - $1.91K
787 $214K
LECO
Lincoln Electric Holdings Inc

Industrials
9
+ 0.22%
$180.51 - $216.81 $1.62K - $1.95K
4.13K $780K
Activity Summary
Buys All Purchases 91 New Holdings 15 Increased Positions 76 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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