Lineweaver Wealth Advisors, LLC Reduced Holdings in Q2 2025

Lineweaver Wealth Advisors, LLC

  • $559 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
-46.1K
- 98.43%
N/A
736 $195K
EFG
Msci Eafe Growth ETF

ETFs
-124K
- 61.32%
$89.8 - $112.0 $11.1M - $13.9M
78.3K $8.77M
EFV
Msci Eafe Value ETF

ETFs
-106K
- 37.62%
$52.4 - $64.65 $5.56M - $6.86M
176K $11.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-16.1K
- 14.31%
$498.8 - $620.9 $8.05M - $10M
96.6K $60M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-26.3K
- 10.84%
$152.42 - $182.82 $4M - $4.8M
216K $39.5M
MRK
Merck & Co., Inc.

Healthcare
-4.53K
- 14.49%
$73.47 - $87.12 $333K - $395K
26.7K $2.12M
CVX
Chevron Corp

Energy
-910
- 4.36%
$133.73 - $168.51 $122K - $153K
20K $2.86M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.48K
- 34.31%
$90.56 - $109.49 $587K - $710K
12.4K $1.36M
CTAS
Cintas Corp

Industrials
-4.07K
- 16.78%
$190.11 - $227.66 $773K - $926K
20.2K $4.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-178
- 5.46%
$390.26 - $489.06 $69.5K - $87.1K
3.09K $1.25M
MCD
Mcdonalds Corp

Consumer Cyclical
-273
- 2.23%
$285.55 - $321.23 $78K - $87.7K
12K $3.49M
PGR
Progressive Corp

Financial Services
-78
- 0.9%
$255.27 - $288.74 $19.9K - $22.5K
8.57K $2.29M
MCO
Moodys Corp

Financial Services
-448
- 21.85%
$396.7 - $501.59 $178K - $225K
1.6K $803K
FDX
Fedex Corp

Industrials
-47
- 0.56%
$198.07 - $245.17 $9.31K - $11.5K
8.29K $1.88M
NRZ
New Residential Investment Corp.

Real Estate
-16.7K
- 22.5%
N/A
57.5K $416K
UL
Unilever PLC

Consumer Defensive
-2.52K
- 8.49%
$57.9 - $65.43 $146K - $165K
27.2K $1.66M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.13K
- 7.37%
$38.7 - $44.05 $82.3K - $93.7K
26.7K $1.18M
SHW
Sherwin Williams CO

Basic Materials
-19
- 2.2%
$313.51 - $363.51 $5.96K - $6.91K
843 $289K
T
At&T Inc.

Communication Services
-501
- 5.52%
$26.33 - $28.94 $13.2K - $14.5K
8.57K $248K
CRH.L
Crh PLC

Basic Materials
-39
- 1.67%
N/A
2.3K $0
MA
Mastercard Inc

Financial Services
-18
- 1.86%
$479.92 - $590.74 $8.64K - $10.6K
948 $532K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-2
- 0.01%
$25.27 - $27.14 $50.5 - $54.3
19K $513K
GD
General Dynamics Corp

Industrials
-13
- 1.65%
$247.68 - $291.66 $3.22K - $3.79K
774 $225K
FTNT
Fortinet, Inc.

Technology
-100
- 4.5%
$84.71 - $108.69 $8.47K - $10.9K
2.12K $224K
CRM
Salesforce, Inc.

Technology
-56
- 0.86%
$236.26 - $291.15 $13.2K - $16.3K
6.44K $1.76M
GLW
Corning Inc

Technology
-3.44K
- 11.58%
$39.07 - $52.59 $135K - $181K
26.3K $1.38M
RTX
Raytheon Technologies Corp

Industrials
-11
- 0.47%
$113.75 - $148.48 $1.25K - $1.63K
2.35K $343K
LECO
Lincoln Electric Holdings Inc

Industrials
-9
- 0.22%
$167.18 - $211.38 $1.5K - $1.9K
4.12K $853K
IBM
International Business Machines Corp

Technology
-14
- 0.61%
$221.03 - $294.78 $3.09K - $4.13K
2.28K $672K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.72K
- 2.24%
$35.3 - $40.46 $60.5K - $69.4K
74.9K $3.03M
FDVV
Fidelity High Dividend ETF

ETFs
-693
- 0.6%
$43.6 - $52.02 $30.2K - $36K
114K $5.94M
UBER
Uber Technologies, Inc

Technology
-62
- 0.49%
$64.62 - $93.3 $4.01K - $5.78K
12.5K $1.17M
NOW
Service Now, Inc.

Technology
-172
- 8.95%
$721.65 - $1040.18 $124K - $179K
1.75K $1.8M
JCI
Johnson Controls International PLC

Industrials
-3.14K
- 12.27%
$71.14 - $105.62 $224K - $332K
22.5K $2.37M
NFLX
Netflix Inc

Communication Services
-4
- 0.3%
$855.86 - $1339.13 $3.42K - $5.36K
1.31K $1.75M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-3K
- 0.96%
$34.48 - $39.76 $103K - $119K
311K $12.3M
MSFT
Microsoft Corp

Technology
-754
- 2.97%
$354.56 - $497.45 $267K - $375K
24.6K $12.2M
NVDA
Nvidia Corp

Technology
-2.1K
- 3.32%
$94.31 - $157.99 $198K - $331K
61K $9.64M
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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