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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.51 Million 0.3% of portfolio
33,597
Q4 2024 Added 7.1%
$0
$374,000 0.07% of portfolio
18,615
Q2 2020 Reduced 15.24%

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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