Lineweaver Wealth Advisors, LLC Sells in Q3 2024

Lineweaver Wealth Advisors, LLC

  • $496 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-11.7K
- 9.2%
$520.18 - $576.82 $6.09M - $6.75M
115K $66.6M
MCK
Mckesson Corp

Healthcare
-3
- 0.12%
$479.06 - $630.38 $1.44K - $1.89K
2.47K $1.22M
GOOG
Alphabet Inc.

Communication Services
-74
- 1.77%
$149.54 - $192.66 $11.1K - $14.3K
4.1K $685K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-759
- 29.31%
$113.45 - $126.18 $86.1K - $95.8K
1.83K $231K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-2.51K
- 4.0%
$63.74 - $73.47 $160K - $184K
60.3K $4.31M
NFLX
Netflix Inc

Communication Services
-161
- 10.47%
$598.55 - $722.26 $96.4K - $116K
1.38K $976K
F
Ford Motor CO

Consumer Cyclical
-307
- 1.16%
$9.71 - $14.55 $2.98K - $4.47K
26K $275K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.46K
- 10.34%
$37.89 - $40.48 $55.4K - $59.2K
12.7K $513K
T
At&T Inc.

Communication Services
-3.68K
- 23.54%
$18.21 - $22.28 $67K - $82K
12K $263K
NRZ
New Residential Investment Corp.

Real Estate
-2.61K
- 2.25%
N/A
113K $819K
V
Visa Inc.

Financial Services
-356
- 4.63%
$253.74 - $291.56 $90.3K - $104K
7.34K $2.02M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-2
- 0.01%
$26.01 - $27.41 $52 - $54.8
22.4K $611K
CSCO
Cisco Systems, Inc.

Technology
-2.47K
- 8.29%
$44.74 - $53.22 $111K - $132K
27.3K $1.46M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-28
- 1.69%
$531.86 - $624.21 $14.9K - $17.5K
1.62K $1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-317
- 1.68%
$105.53 - $118.34 $33.5K - $37.5K
18.5K $2.17M
FDVV
Fidelity High Dividend ETF

ETFs
-6.18K
- 4.91%
$46.26 - $50.65 $286K - $313K
120K $6.06M
RDVY
First Trust Rising Dividend Ac

ETFs
-613
- 1.07%
$53.68 - $59.24 $32.9K - $36.3K
56.7K $3.36M
MDT
Medtronic PLC

Healthcare
-234
- 1.02%
$76.84 - $91.03 $18K - $21.3K
22.7K $2.04M
UL
Unilever PLC

Consumer Defensive
-129
- 0.49%
$54.7 - $65.59 $7.06K - $8.46K
26.3K $1.71M
PGR
Progressive Corp

Financial Services
-332
- 3.84%
$209.46 - $259.24 $69.5K - $86.1K
8.31K $2.11M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-902
- 0.28%
$34.72 - $36.88 $31.3K - $33.3K
318K $11.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-84
- 0.87%
$245.82 - $304.51 $20.6K - $25.6K
9.6K $2.92M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.9K
- 1.64%
$57.47 - $62.76 $109K - $119K
114K $7.16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.67K
- 0.65%
$83.76 - $91.82 $140K - $153K
253K $23.1M
Activity Summary
Buys All Purchases 86 New Holdings 4 Increased Positions 82 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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