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
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
SUB
Ishares Short Term National Mu

ETFs
483
+ 10.22%
$104.77 - $106.34 $50.6K - $51.4K
5.21K $553K
AXP
American Express CO

Financial Services
10
+ 0.97%
$231.39 - $318.98 $2.31K - $3.19K
1.04K $331K
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
AMGN
Amgen Inc

Healthcare
688
+ 12.19%
$262.28 - $309.85 $180K - $213K
6.33K $1.77M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
22
+ 0.21%
$51.1 - $53.29 $1.12K - $1.17K
10.4K $554K
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 Inc
351
+ 9.56%
N/A
4.02K $0
Alps ETF Tr
122K
+ 12.02%
N/A
1.13M $0
Blackrock ETF Trust Ii
1.07K
+ 11.76%
N/A
10.2K $0
Innovator Etfs Trust
41
+ 0.07%
N/A
62.5K $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
AAPL
Apple Inc.

Technology
3.62K
+ 3.97%
$172.42 - $223.89 $625K - $811K
95K $19.5M
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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