Lineweaver Wealth Advisors, LLC Reduced Holdings in Q1 2025

Lineweaver Wealth Advisors, LLC

  • $529 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-50.9K
- 21.7%
$87.68 - $94.52 $4.46M - $4.81M
184K $17.2M
AAPL
Apple Inc.

Technology
-439
- 0.48%
$209.68 - $247.1 $92K - $108K
91.3K $20.3M
STOT
Spdr Doubleline Short Duration

ETFs
-27.3K
- 39.1%
$46.74 - $47.25 $1.28M - $1.29M
42.5K $2.01M
CRM
Salesforce, Inc.

Technology
-1.12K
- 14.68%
$268.36 - $359.95 $300K - $402K
6.49K $1.74M
HON
Honeywell International Inc

Industrials
-2.75K
- 22.68%
$202.75 - $226.52 $557K - $622K
9.37K $1.98M
NOW
Service Now, Inc.

Technology
-183
- 8.7%
$783.83 - $1170.39 $143K - $214K
1.92K $1.53M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-67
- 0.11%
$68.07 - $78.99 $4.56K - $5.29K
60.3K $4.1M
MCO
Moodys Corp

Financial Services
-954
- 31.76%
$437.8 - $527.48 $418K - $503K
2.05K $954K
LMT
Lockheed Martin Corp

Industrials
-271
- 5.73%
$423.19 - $506.29 $115K - $137K
4.46K $1.99M
PG
Procter & Gamble CO

Consumer Defensive
-2.06K
- 10.04%
$158.56 - $176.26 $326K - $362K
18.4K $3.14M
FDVV
Fidelity High Dividend ETF

ETFs
-4.09K
- 3.44%
$48.86 - $52.28 $200K - $214K
115K $5.69M
UNH
Unitedhealth Group Inc

Healthcare
-601
- 10.71%
$461.52 - $548.18 $277K - $329K
5.01K $2.62M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-5.12K
- 2.48%
$47.59 - $48.35 $244K - $248K
202K $9.75M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.58K
- 2.25%
$60.46 - $64.42 $156K - $166K
112K $6.95M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-3.34K
- 14.93%
$26.64 - $27.14 $89K - $90.6K
19K $509K
NRZ
New Residential Investment Corp.

Real Estate
-11.1K
- 13.02%
N/A
74.1K $537K
MA
Mastercard Inc

Financial Services
-178
- 15.56%
$504.67 - $576.31 $89.8K - $103K
966 $529K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-700
- 2.37%
$41.09 - $43.24 $28.8K - $30.3K
28.9K $1.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 7.27%
$4295.4 - $5141.88 $17.2K - $20.6K
51 $234K
AXP
American Express CO

Financial Services
-22
- 2.09%
$255.39 - $325.87 $5.62K - $7.17K
1.03K $276K
PH
Parker Hannifin Corp

Industrials
-11
- 3.2%
$591.65 - $707.05 $6.51K - $7.78K
333 $202K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-475
- 4.38%
$50.82 - $52.7 $24.1K - $25K
10.4K $545K
T
At&T Inc.

Communication Services
-2.74K
- 23.16%
$21.56 - $28.28 $59K - $77.3K
9.08K $256K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-76
- 0.48%
$56.17 - $59.71 $4.27K - $4.54K
15.6K $893K
NSC
Norfolk Southern Corp

Industrials
-58
- 1.12%
$227.69 - $259.76 $13.2K - $15.1K
5.11K $1.21M
CRH.L
Crh PLC

Basic Materials
-112
- 4.57%
N/A
2.34K $0
UBER
Uber Technologies, Inc

Technology
-2.29K
- 15.4%
$63.17 - $81.49 $144K - $186K
12.6K $914K
RTX
Raytheon Technologies Corp

Industrials
-154
- 6.12%
$114.1 - $135.66 $17.6K - $20.9K
2.36K $313K
NFLX
Netflix Inc

Communication Services
-8
- 0.61%
$828.4 - $1058.6 $6.63K - $8.47K
1.31K $1.22M
IBM
International Business Machines Corp

Technology
-26
- 1.12%
$217.4 - $264.74 $5.65K - $6.88K
2.3K $570K
DE
Deere & CO

Industrials
-159
- 4.75%
$408.57 - $509.27 $65K - $81K
3.19K $1.5M
LLY
Eli Lilly & CO

Healthcare
-14
- 0.6%
$725.72 - $929.72 $10.2K - $13K
2.32K $1.92M
V
Visa Inc.

Financial Services
-82
- 1.03%
$306.92 - $362.71 $25.2K - $29.7K
7.87K $2.76M
CVX
Chevron Corp

Energy
-1.4K
- 6.28%
$146.71 - $167.97 $205K - $235K
20.9K $3.49M
ABBV
Abb Vie Inc.

Healthcare
-44
- 0.29%
$169.2 - $216.66 $7.44K - $9.53K
15K $3.13M
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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