Lineweaver Wealth Advisors, LLC Portfolio Holdings

Lineweaver Wealth Advisors, LLC

  • $496 Million
  • Q3 2024

Lineweaver Wealth Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $496 Million distributed in 126 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 $66.6M, Ishares Msci Usa Quality Facto with a value of $43M, Ishares Core U.S. Aggregate Bo with a value of $36.3M, Fidelity Merrimack Str Tr Tota with a value of $24.7M, and Ishares Msci Usa Min Vol Facto with a value of $23.1M.

Examining the 13F form we can see an increase of $39.7M in the current position value, from $456M to 496M.

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

Portfolio value $496 Million
ETFs: $324 Million
Technology: $52.3 Million
Financial Services: $25.6 Million
Healthcare: $21.8 Million
Industrials: $16.8 Million
Consumer Cyclical: $15.3 Million
Consumer Defensive: $14.2 Million
Communication Services: $8.69 Million
Other: $16.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.38 Million 0.28% of portfolio
31,371
Q2 2024 Added 16.21%
$0
$379,000 0.08% of portfolio
18,615
Q2 2020 Reduced 15.24%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $496 Million
  • Prior Value $456 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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