Lineweaver Wealth Advisors, LLC Portfolio Holdings by Sector

Lineweaver Wealth Advisors, LLC

$496 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV QUAL AGG FBND USMV ISTB OEF EFV 40 stocks	$324,118 65.39% of portfolio	19	12	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$20,981 4.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ MRK ABBV LLY AMGN 5 stocks	$12,807 2.58% of portfolio	5	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM AMD 4 stocks	$12,445 2.51% of portfolio	4	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$9,416 1.9% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM C BAC 3 stocks	$8,670 1.75% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$6,772 1.37% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$6,197 1.25% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE DUK SO 3 stocks	$6,057 1.22% of portfolio	3	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5,993 1.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG UL 2 stocks	$5,090 1.03% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$5,059 1.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW UBER 3 stocks	$4,678 0.94% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$4,505 0.91% of portfolio	2	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$4,438 0.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$3,985 0.8% of portfolio	3	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$3,472 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$3,209 0.65% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BLK PHYS 2 stocks	$2,932 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$2,922 0.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP 3 stocks	$2,894 0.58% of portfolio	2	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT RTX 2 stocks	$2,645 0.53% of portfolio	2	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$2,443 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$2,108 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$2,044 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$1,909 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1,788 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$1,770 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$1,729 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$1,696 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1,650 0.33% of portfolio	1	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$1,622 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$1,455 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$1,428 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$1,426 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Packaged Goods \| Consumer Defensive BUFF 1 stocks	$1,384 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$1,248 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$1,220 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$1,137 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$1,124 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$1,004 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$907 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate NRZ 1 stocks	$819 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials LECO 1 stocks	$790 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$777 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$645 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$512 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$380 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$281 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$263 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$227 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$224 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE 1 stocks	$200 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical FIGS 1 stocks	$143 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lineweaver Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lineweaver Wealth Advisors, LLC with notifications on news.

Account

Lineweaver Wealth Advisors, LLC Portfolio Holdings by Sector

Lineweaver Wealth Advisors, LLC

Track Lineweaver Wealth Advisors, LLC Portfolio

Portfolio Update

News