Lineweaver Wealth Advisors, LLC Reduced Holdings in Q4 2024

Lineweaver Wealth Advisors, LLC

  • $505 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-122K
- 33.94%
$96.64 - $101.23 $11.7M - $12.3M
237K $22.9M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-52.6K
- 20.3%
$47.58 - $48.56 $2.5M - $2.56M
207K $9.87M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-18.8K
- 7.42%
$88.59 - $94.57 $1.66M - $1.78M
234K $20.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-5.64K
- 4.88%
$570.51 - $610.59 $3.22M - $3.44M
110K $64.6M
UNH
Unitedhealth Group Inc

Healthcare
-1.98K
- 26.1%
$485.52 - $625.25 $962K - $1.24M
5.61K $2.84M
JNJ
Johnson & Johnson

Healthcare
-5.94K
- 22.92%
$143.34 - $165.86 $851K - $984K
20K $2.89M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.54K
- 2.31%
$176.42 - $186.91 $978K - $1.04M
234K $41.7M
STOT
Spdr Doubleline Short Duration

ETFs
-24.4K
- 25.88%
$46.75 - $47.33 $1.14M - $1.15M
69.8K $3.27M
MRK
Merck & Co., Inc.

Healthcare
-4.81K
- 14.28%
$96.31 - $114.76 $463K - $552K
28.9K $2.87M
CTAS
Cintas Corp

Industrials
-1.55K
- 6.3%
$182.7 - $226.47 $283K - $351K
23K $4.21M
TGT
Target Corp

Consumer Defensive
-2.19K
- 35.68%
$121.59 - $160.69 $266K - $352K
3.95K $533K
OEF
Ishares S&P 100 ETF

ETFs
-1.43K
- 3.01%
N/A
46K $12.2M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-4.21K
- 27.96%
$51.33 - $53.74 $216K - $226K
10.9K $558K
NRZ
New Residential Investment Corp.

Real Estate
-27.8K
- 24.61%
N/A
85.2K $617K
CSCO
Cisco Systems, Inc.

Technology
-5.74K
- 21.0%
$52.45 - $60.02 $301K - $345K
21.6K $1.28M
DELL
Dell Technologies Inc.

Technology
-916
- 6.4%
$111.96 - $144.21 $103K - $132K
13.4K $1.54M
FDVV
Fidelity High Dividend ETF

ETFs
-814
- 0.68%
$49.66 - $52.63 $40.4K - $42.8K
119K $5.94M
PGR
Progressive Corp

Financial Services
-10
- 0.12%
$239.6 - $268.88 $2.4K - $2.69K
8.3K $1.99M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.15K
- 9.58%
$31.23 - $33.51 $67.1K - $72K
20.3K $638K
VCIT
Vanguard Intermediate Term Cor

ETFs
-828
- 10.85%
$80.13 - $83.77 $66.3K - $69.4K
6.8K $546K
NVO
Novo Nordisk A S

Healthcare
-10
- 0.42%
$85.0 - $120.04 $850 - $1.2K
2.36K $202K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.74K
- 5.27%
$35.07 - $36.08 $96.1K - $98.9K
49.3K $1.77M
FIGS
Figs, Inc.

Consumer Cyclical
-8K
- 38.1%
$4.67 - $6.75 $37.4K - $54K
13K $80K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-535
- 3.29%
$57.53 - $60.83 $30.8K - $32.5K
15.7K $903K
ADBE
Adobe Inc.

Technology
-21
- 3.98%
$437.39 - $552.96 $9.19K - $11.6K
506 $225K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.58K
- 6.96%
$39.04 - $40.41 $61.7K - $63.8K
21.1K $849K
COST
Costco Wholesale Corp

Consumer Defensive
-71
- 3.82%
$873.59 - $994.69 $62K - $70.6K
1.79K $1.64M
MCO
Moodys Corp

Financial Services
-3
- 0.1%
$454.04 - $500.88 $1.36K - $1.5K
3K $1.42M
Middlefield Banc Corp
-1K
- 2.6%
N/A
37.5K $0
DIS
Walt Disney CO

Communication Services
-941
- 13.42%
$92.39 - $117.6 $86.9K - $111K
6.07K $676K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-75
- 4.57%
$170.03 - $192.78 $12.8K - $14.5K
1.57K $289K
T
At&T Inc.

Communication Services
-148
- 1.24%
$21.22 - $23.88 $3.14K - $3.53K
11.8K $268K
AXP
American Express CO

Financial Services
-56
- 5.06%
$267.35 - $305.57 $15K - $17.1K
1.05K $311K
MA
Mastercard Inc

Financial Services
-25
- 2.14%
$491.3 - $536.15 $12.3K - $13.4K
1.14K $602K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-987
- 0.48%
$31.29 - $32.43 $30.9K - $32K
205K $6.58M
GOOG
Alphabet Inc.

Communication Services
-41
- 1.0%
$163.08 - $198.16 $6.69K - $8.12K
4.06K $773K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-5
- 0.6%
$260.53 - $404.79 $1.3K - $2.02K
822 $314K
BAC
Bank Of America Corp

Financial Services
-1.62K
- 3.56%
$39.22 - $47.77 $63.4K - $77.2K
43.8K $1.93M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.72K
- 0.54%
$36.63 - $37.8 $62.9K - $64.9K
316K $11.9M
WMT
Walmart Inc.

Consumer Defensive
-132
- 0.77%
$79.1 - $95.7 $10.4K - $12.6K
17K $1.53M
NFLX
Netflix Inc

Communication Services
-56
- 4.07%
$687.65 - $936.56 $38.5K - $52.4K
1.32K $1.18M
GOOGL
Alphabet Inc.

Communication Services
-99
- 0.38%
$161.86 - $196.66 $16K - $19.5K
25.8K $4.88M
Activity Summary
Buys All Purchases 81 New Holdings 16 Increased Positions 65 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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