Lineweaver Wealth Advisors, LLC Portfolio Holdings

Lineweaver Wealth Advisors, LLC

  • $505 Million
  • Q4 2024

Lineweaver Wealth Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $505 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $64.6M, Ishares Msci Usa Quality Facto with a value of $41.7M, Fidelity Merrimack Str Tr Tota with a value of $25.3M, Apple Inc. with a value of $23M, and Ishares Core U.S. Aggregate Bo with a value of $22.9M.

Examining the 13F form we can see an increase of $9.22M in the current position value, from $496M to 505M.

Below you can find more details about Lineweaver Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $505 Million
ETFs: $310 Million
Technology: $58.9 Million
Financial Services: $25.4 Million
Healthcare: $21 Million
Consumer Cyclical: $18.4 Million
Industrials: $17.6 Million
Consumer Defensive: $13.7 Million
Communication Services: $9.91 Million
Other: $15.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5T
$23 Million 4.55% of portfolio
91,780
Q4 2024 Added 1.88%
$2.82T
$9.77 Million 1.94% of portfolio
23,178
Q4 2024 Added 9.05%
$273B
$8.2 Million 1.62% of portfolio
61,065
Q4 2024 Added 0.33%
$68.5B
$6.35 Million 1.26% of portfolio
27,391
Q4 2024 Added 18.4%
$683B
$6.37 Million 1.26% of portfolio
14,056
Q4 2024 Added 7.94%
$712B
$5.73 Million 1.13% of portfolio
23,889
Q4 2024 Added 1.44%
$1.96T
$5.53 Million 1.09% of portfolio
25,199
Q4 2024 Added 9.19%
$922B
$4.88 Million 0.97% of portfolio
25,758
Q4 2024 Reduced 0.38%
$832B
$4.77 Million 0.94% of portfolio
11,812
Q4 2024 Added 5.31%
$20.6B
$4.21 Million 0.83% of portfolio
23,031
Q4 2024 Reduced 6.3%
$367B
$3.71 Million 0.74% of portfolio
9,550
Q4 2024 Added 11.45%
$398B
$3.43 Million 0.68% of portfolio
20,477
Q4 2024 Added 4.77%
$226B
$3.24 Million 0.64% of portfolio
11,179
Q4 2024 Added 16.5%
$325B
$3.22 Million 0.64% of portfolio
22,263
Q4 2024 Added 10.14%
$491B
$3.11 Million 0.62% of portfolio
28,941
Q4 2024 Added 5.32%
$138B
$3.14 Million 0.62% of portfolio
43,821
Q4 2024 Added 11.77%
$226B
$2.87 Million 0.57% of portfolio
28,863
Q4 2024 Reduced 14.28%
$483B
$2.84 Million 0.56% of portfolio
5,610
Q4 2024 Reduced 26.1%
$141B
$2.74 Million 0.54% of portfolio
12,119
Q4 2024 Added 2.54%
$363B
$2.67 Million 0.53% of portfolio
15,000
Q4 2024 Added 21.22%
$561B
$2.51 Million 0.5% of portfolio
7,950
Q4 2024 Added 8.35%
$270B
$2.54 Million 0.5% of portfolio
7,611
Q4 2024 Added 8.51%
$116B
$2.3 Million 0.46% of portfolio
4,731
Q4 2024 Added 17.89%
$62.9B
$2.28 Million 0.45% of portfolio
8,101
Q4 2024 Added 28.2%
$136B
$2.26 Million 0.45% of portfolio
32,131
Q4 2024 Added 5.59%
$161B
$2.23 Million 0.44% of portfolio
2,104
Q4 2024 Added 11.62%
$1.3T
$2.14 Million 0.42% of portfolio
3,624
Q4 2024 Added 15.27%
$163B
$1.99 Million 0.39% of portfolio
8,297
Q4 2024 Reduced 0.12%
$331B
$1.93 Million 0.38% of portfolio
43,815
Q4 2024 Reduced 3.56%
$54.9B
$1.93 Million 0.38% of portfolio
24,460
Q4 2024 Added 7.19%
$185B
$1.88 Million 0.37% of portfolio
3,282
Q4 2024 Added 0.12%
$782B
$1.8 Million 0.36% of portfolio
2,333
Q4 2024 Added 5.33%
$92.8B
$1.78 Million 0.35% of portfolio
29,804
Q4 2024 Added 14.99%
$206B
$1.7 Million 0.34% of portfolio
11,164
Q4 2024 Added 6.16%
$196B
$1.66 Million 0.33% of portfolio
3,192
Q4 2024 Added 96.55%
$411B
$1.64 Million 0.32% of portfolio
1,788
Q4 2024 Reduced 3.82%
$23.9B
$1.54 Million 0.31% of portfolio
13,396
Q4 2024 Reduced 6.4%
$150B
$1.54 Million 0.3% of portfolio
27,124
Q4 2024 Added 3.22%
$64.8B
$1.5 Million 0.3% of portfolio
5,158
Q4 2024 Added 7.5%
$116B
$1.51 Million 0.3% of portfolio
18,882
Q4 2024 Reduced 16.84%
$231B
$1.53 Million 0.3% of portfolio
16,959
Q4 2024 Reduced 0.77%
$0
$1.51 Million 0.3% of portfolio
33,597
Q4 2024 Added 7.1%
$91.9B
$1.47 Million 0.29% of portfolio
13,629
Q4 2024 Added 10.91%
$140B
$1.42 Million 0.28% of portfolio
3,348
Q4 2024 Added 11.9%
$96B
$1.42 Million 0.28% of portfolio
2,484
Q4 2024 Added 0.57%
$84.5B
$1.42 Million 0.28% of portfolio
3,004
Q4 2024 Reduced 0.1%
$99.2B
$1.33 Million 0.26% of portfolio
16,194
Q4 2024 Added 9.98%
$164B
$1.28 Million 0.25% of portfolio
4,912
Q4 2024 Added 313.12%
$38.8B
$1.25 Million 0.25% of portfolio
26,405
Q4 2024 Added 4.83%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $505 Million
  • Prior Value $496 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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