Lineweaver Wealth Advisors, LLC Closed Holding Positions

Lineweaver Wealth Advisors, LLC

  • $496 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EMB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 26, 2022
10,177
$84.66 - $98.11 $862K - $998K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
Q2 2022 Filed on Jul 26, 2022
10,314
$10.45 - $14.2 $108K - $146K
VO
Vanguard Mid Cap ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
1,010
$190.36 - $240.41 $192K - $243K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2022 Filed on Jul 26, 2022
4,270
$47.65 - $62.2 $203K - $266K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Jul 26, 2022
31,610
$88.4 - $105.81 $2.79M - $3.34M
ABT
Abbott Laboratories

Healthcare
Q2 2022 Filed on Jul 26, 2022
1,694
$102.07 - $123.37 $173K - $209K
IXN
Ishares Global Information Tec

ETFs
Q2 2022 Filed on Jul 26, 2022
67,953
$44.6 - $58.78 $3.03M - $3.99M
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
37,996
$64.68 - $79.93 $2.46M - $3.04M
SQ
Block, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
3,091
$57.51 - $145.19 $178K - $449K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 26, 2022
125,642
$31.92 - $38.05 $4.01M - $4.78M
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q2 2022 Filed on Jul 26, 2022
6,339
$37.52 - $45.99 $238K - $292K
INTC
Intel Corp

Technology
Q2 2022 Filed on Jul 26, 2022
19,353
$36.97 - $49.2 $715K - $952K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2022 Filed on Jul 26, 2022
13,589
$20.9 - $21.1 $284K - $287K
CCI
Crown Castle International Corp

Real Estate
Q2 2022 Filed on Jul 26, 2022
7,042
$154.99 - $198.02 $1.09M - $1.39M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
Q2 2022 Filed on Jul 26, 2022
120,019
$45.56 - $50.74 $5.47M - $6.09M
ALL
Allstate Corp

Financial Services
Q2 2022 Filed on Jul 26, 2022
1,476
$119.53 - $143.86 $176K - $212K
FQAL
Fidelity Covington Tr Quality

ETFs
Q2 2022 Filed on Jul 26, 2022
4,136
$42.83 - $52.72 $177K - $218K
SPOT
Spotify Technology S.A.

Communication Services
Q2 2022 Filed on Jul 26, 2022
1,508
$91.94 - $158.84 $139K - $240K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
1,069
$137.4 - $239.86 $147K - $256K
Preferred Apartment Communities Inc
Q2 2022 Filed on Jul 26, 2022
10,200
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2022 Filed on Jul 26, 2022
2,930
$121.65 - $143.48 $356K - $420K
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Jul 26, 2022
4,209
$124.57 - $152.67 $524K - $643K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
2,473
$163.9 - $207.91 $405K - $514K
TEF
Telefonica S A

Communication Services
Q1 2022 Filed on May 09, 2022
13,001
$4.12 - $4.97 $53.6K - $64.6K
FTNT
Fortinet, Inc.

Technology
Q1 2022 Filed on May 09, 2022
800
$53.94 - $69.5 $43.2K - $55.6K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
814
$126.46 - $235.05 $103K - $191K
SIVB
Svb Financial Group

Financial Services
Q1 2022 Filed on May 09, 2022
331
$494.35 - $737.77 $164K - $244K
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Jan 31, 2022
812
$203.94 - $344.46 $166K - $280K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q4 2021 Filed on Jan 31, 2022
26,091
$144.34 - $152.13 $3.77M - $3.97M
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Jan 31, 2022
792
$135.09 - $284.11 $107K - $225K
BANX
Arrow Mark Financial Corp.

Financial Services
Q4 2021 Filed on Jan 31, 2022
17,862
$21.2 - $22.7 $379K - $405K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2021 Filed on Jan 31, 2022
10,089
$14.21 - $16.07 $143K - $162K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Jan 31, 2022
5,995
$34.93 - $62.68 $209K - $376K
HYG
Ishares Tr

ETFs
Q4 2021 Filed on Jan 31, 2022
7,046
$85.37 - $87.5 $602K - $617K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2021 Filed on Jan 31, 2022
15,648
$20.73 - $24.69 $324K - $386K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q3 2021 Filed on Oct 22, 2021
17,082
$167.02 - $183.38 $2.85M - $3.13M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
Q3 2021 Filed on Oct 22, 2021
7,029
$50.83 - $50.97 $357K - $358K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2021 Filed on Oct 22, 2021
16,616
$21.52 - $21.61 $358K - $359K
VALE
Vale S.A.

Basic Materials
Q3 2021 Filed on Oct 22, 2021
8,953
$13.8 - $22.94 $124K - $205K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q3 2021 Filed on Oct 22, 2021
125,500
$32.1 - $35.94 $4.03M - $4.51M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2021 Filed on Jul 26, 2021
4,419
$50.71 - $50.77 $224K - $224K
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q2 2021 Filed on Jul 26, 2021
75,600
$66.4 - $70.33 $5.02M - $5.32M
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2021 Filed on Jul 26, 2021
1,123
$132.71 - $192.38 $149K - $216K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2021 Filed on Jul 26, 2021
2,197
$101.87 - $102.03 $224K - $224K
FDMO
Fidelity Covington Tr Momentum

ETFs
Q2 2021 Filed on Jul 26, 2021
95,043
$44.71 - $48.66 $4.25M - $4.62M
FVAL
Fidelity Covington Tr Value Fa

ETFs
Q2 2021 Filed on Jul 26, 2021
156,023
$45.24 - $48.4 $7.06M - $7.55M
NLY
Annaly Capital Management Inc

Real Estate
Q1 2021 Filed on Apr 30, 2021
11,123
$8.12 - $8.97 $90.3K - $99.8K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q1 2021 Filed on Apr 30, 2021
35,961
$37.95 - $41.59 $1.36M - $1.5M
IEF
Ishares Barclays

ETFs
Q1 2021 Filed on Apr 30, 2021
3,527
$112.93 - $119.98 $398K - $423K
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