Lineweaver Wealth Advisors, LLC Reduced Holdings in Q3 2025

Lineweaver Wealth Advisors, LLC

  • $587 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-68K
- 31.46%
$182.33 - $194.5 $12.4M - $13.2M
148K $28.8M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-201K
- 80.84%
$48.31 - $48.93 $9.73M - $9.85M
47.7K $2.33M
CTAS
Cintas Corp

Industrials
-4.22K
- 20.92%
$199.29 - $226.27 $840K - $954K
15.9K $3.27M
LLY
Eli Lilly & CO

Healthcare
-408
- 14.83%
$625.65 - $812.69 $255K - $332K
2.34K $1.79M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6K
- 28.77%
$50.47 - $50.74 $303K - $304K
14.9K $753K
NFLX
Netflix Inc

Communication Services
-70
- 5.35%
$1147.87 - $1297.18 $80.4K - $90.8K
1.24K $1.49M
CRM
Salesforce, Inc.

Technology
-114
- 1.77%
$231.66 - $273.65 $26.4K - $31.2K
6.32K $1.5M
FDX
Fedex Corp

Industrials
-1.28K
- 15.41%
$217.1 - $243.2 $277K - $311K
7.01K $1.65M
MSFT
Microsoft Corp

Technology
-1.42K
- 5.77%
$491.09 - $535.64 $697K - $760K
23.2K $12M
PGR
Progressive Corp

Financial Services
-105
- 1.23%
$238.61 - $264.3 $25.1K - $27.8K
8.46K $2.09M
DELL
Dell Technologies Inc.

Technology
-3.41K
- 19.24%
$120.96 - $141.77 $412K - $483K
14.3K $2.03M
META
Meta Platforms, Inc.

Communication Services
-148
- 3.73%
$695.21 - $791.73 $103K - $117K
3.82K $2.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-212
- 15.08%
$159.87 - $247.68 $33.9K - $52.5K
1.19K $212K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.78K
- 13.17%
$42.21 - $43.91 $117K - $122K
18.3K $805K
GS
Goldman Sachs Group Inc

Financial Services
-579
- 13.61%
$696.56 - $806.32 $403K - $467K
3.68K $2.93M
C
Citigroup Inc

Financial Services
-6.54K
- 17.68%
$85.57 - $103.49 $560K - $677K
30.5K $3.09M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-3.06K
- 8.11%
$37.99 - $39.69 $116K - $122K
34.7K $1.38M
LMT
Lockheed Martin Corp

Industrials
-469
- 9.47%
$410.74 - $499.21 $193K - $234K
4.48K $2.24M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1.7K
- 8.93%
$26.88 - $27.78 $45.7K - $47.2K
17.3K $481K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 3.92%
$5364.25 - $5815.92 $10.7K - $11.6K
49 $264K
SBUX
Starbucks Corp

Consumer Cyclical
-105
- 3.98%
$81.9 - $96.86 $8.6K - $10.2K
2.53K $214K
OEF
Ishares S&P 100 ETF

ETFs
-93
- 12.64%
N/A
643 $171K
T
At&T Inc.

Communication Services
-472
- 5.51%
$26.94 - $29.62 $12.7K - $14K
8.1K $228K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-91
- 17.17%
$420.11 - $472.68 $38.2K - $43K
439 $205K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-985
- 4.12%
$37.32 - $38.38 $36.8K - $37.8K
22.9K $879K
MA
Mastercard Inc

Financial Services
-29
- 3.06%
$550.18 - $598.96 $16K - $17.4K
919 $522K
NRZ
New Residential Investment Corp.

Real Estate
-1.2K
- 2.09%
N/A
56.3K $407K
AXP
American Express CO

Financial Services
-65
- 6.26%
$294.27 - $342.31 $19.1K - $22.3K
974 $323K
Innovator Etfs Trust
-950
- 4.89%
N/A
18.5K $0
Blackrock Inc
-122
- 3.03%
N/A
3.9K $0
CRH.L
Crh PLC

Basic Materials
-181
- 7.87%
N/A
2.12K $0
CEG
Constellation Energy Corp

Utilities
-33
- 1.65%
$298.82 - $354.89 $9.86K - $11.7K
1.97K $646K
EXC
Exelon Corp

Utilities
-40
- 0.71%
$42.73 - $45.54 $1.71K - $1.82K
5.56K $250K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.17K
- 2.37%
$37.73 - $38.9 $44.1K - $45.4K
48.1K $1.87M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-153
- 0.6%
$40.94 - $42.85 $6.26K - $6.56K
25.3K $1.06M
GD
General Dynamics Corp

Industrials
-36
- 4.65%
$293.92 - $341.0 $10.6K - $12.3K
738 $251K
RTX
Raytheon Technologies Corp

Industrials
-144
- 6.12%
$144.19 - $167.33 $20.8K - $24.1K
2.21K $369K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-904
- 2.21%
$46.97 - $48.89 $42.5K - $44.2K
39.9K $1.95M
UBER
Uber Technologies, Inc

Technology
-146
- 1.17%
$86.91 - $99.57 $12.7K - $14.5K
12.3K $1.21M
ORCL
Oracle Corp

Technology
-10
- 1.01%
$218.96 - $328.33 $2.19K - $3.28K
977 $274K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-8.06K
- 2.6%
$39.79 - $41.15 $321K - $332K
303K $12.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-57
- 0.46%
$108.46 - $120.63 $6.18K - $6.88K
12.4K $1.47M
IEFA
Ishares Tr

ETFs
-51
- 0.16%
$81.7 - $87.53 $4.17K - $4.46K
31.7K $2.76M
PEP
Pepsico Inc

Consumer Defensive
-145
- 0.76%
$133.81 - $152.16 $19.4K - $22.1K
18.9K $2.65M
GLW
Corning Inc

Technology
-7.12K
- 27.07%
$51.6 - $82.03 $367K - $584K
19.2K $1.57M
NEE
Nextera Energy Inc

Utilities
-1.29K
- 2.68%
$69.77 - $77.54 $89.8K - $99.8K
46.8K $3.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-94
- 3.05%
$404.94 - $499.99 $38.1K - $47K
2.99K $1.45M
NSC
Norfolk Southern Corp

Industrials
-176
- 3.07%
$259.49 - $300.41 $45.7K - $52.9K
5.56K $1.67M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-1.74K
- 0.83%
$33.4 - $34.78 $58.2K - $60.7K
209K $7.28M
Activity Summary
Buys All Purchases 84 New Holdings 18 Increased Positions 66 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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