Lineweaver Wealth Advisors, LLC Portfolio Holdings

Lineweaver Wealth Advisors, LLC

  • $529 Million
  • Q1 2025

Lineweaver Wealth Advisors, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $529 Million distributed in 143 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 $63.4M, Ishares Msci Usa Quality Facto with a value of $41.4M, Fidelity Merrimack Str Tr Tota with a value of $27.4M, Ishares Core U.S. Aggregate Bo with a value of $25.6M, and J P Morgan Exchange Traded Fd with a value of $21.6M.

Examining the 13F form we can see an increase of $23.9M in the current position value, from $505M to 529M.

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

Portfolio value $529 Million
ETFs: $326 Million
Technology: $51.8 Million
Financial Services: $28.3 Million
Healthcare: $23.3 Million
Industrials: $18.7 Million
Consumer Cyclical: $17.3 Million
Consumer Defensive: $14.8 Million
Communication Services: $9.16 Million
Other: $18.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.3B
$2.05 Million 0.39% of portfolio
25,617
Q1 2025 Added 4.73%
$149B
$1.98 Million 0.38% of portfolio
9,371
Q1 2025 Reduced 22.68%
$0
$2.01 Million 0.38% of portfolio
42,511
Q1 2025 Reduced 39.1%
$58.1B
$2.03 Million 0.38% of portfolio
8,339
Q1 2025 Added 2.94%
$123B
$1.99 Million 0.38% of portfolio
4,460
Q1 2025 Reduced 5.73%
$0
$1.98 Million 0.37% of portfolio
18,896
Q1 2025 Added 1.77%
$746B
$1.92 Million 0.36% of portfolio
2,319
Q1 2025 Reduced 0.6%
$0
$1.83 Million 0.35% of portfolio
36,634
Q1 2025 Added 13.5%
$88.2B
$1.82 Million 0.34% of portfolio
14,936
Q1 2025 Added 9.59%
$114B
$1.8 Million 0.34% of portfolio
20,011
Q1 2025 Added 5.98%
$431B
$1.8 Million 0.34% of portfolio
1,904
Q1 2025 Added 6.49%
$260B
$1.74 Million 0.33% of portfolio
6,494
Q1 2025 Reduced 14.68%
$157B
$1.77 Million 0.33% of portfolio
29,707
Q1 2025 Added 9.52%
$0
$1.76 Million 0.33% of portfolio
49,255
Q4 2024 Reduced 5.27%
$258B
$1.74 Million 0.33% of portfolio
19,846
Q1 2025 Added 17.02%
$155B
$1.76 Million 0.33% of portfolio
5,643
Q1 2025 Added 14.88%
$0
$1.69 Million 0.32% of portfolio
38,263
Q1 2025 Added 13.89%
$96.5B
$1.68 Million 0.32% of portfolio
18,305
Q1 2025 Added 13.04%
$105B
$1.67 Million 0.32% of portfolio
2,485
Q1 2025 Added 0.04%
$154B
$1.62 Million 0.31% of portfolio
3,263
Q1 2025 Added 2.22%
$0
$1.63 Million 0.31% of portfolio
15,444
Q1 2025 Added 8.83%
$198B
$1.53 Million 0.29% of portfolio
1,921
Q1 2025 Reduced 8.7%
$158B
$1.5 Million 0.28% of portfolio
3,189
Q1 2025 Reduced 4.75%
$99.6B
$1.48 Million 0.28% of portfolio
24,205
Q1 2025 Added 17.48%
$270B
$1.36 Million 0.26% of portfolio
22,058
Q1 2025 Added 2.11%
$42.7B
$1.36 Million 0.26% of portfolio
29,741
Q1 2025 Added 12.63%
$0
$1.35 Million 0.26% of portfolio
37,785
Q1 2024 Reduced 1.13%
$30.2B
$1.4 Million 0.26% of portfolio
15,381
Q1 2025 Added 14.82%
$544B
$1.22 Million 0.23% of portfolio
1,313
Q1 2025 Reduced 0.61%
$0
$1.2 Million 0.23% of portfolio
28,850
Q1 2025 Reduced 2.37%
$58.6B
$1.21 Million 0.23% of portfolio
5,107
Q1 2025 Reduced 1.12%
$0
$1.05 Million 0.2% of portfolio
25,206
Q1 2025 New
$100B
$1.04 Million 0.2% of portfolio
4,767
Q1 2025 Added 9.74%
$0
$990,000 0.19% of portfolio
11,517
Q1 2025 New
$86.2B
$954,000 0.18% of portfolio
2,050
Q1 2025 Reduced 31.76%
$165B
$914,000 0.17% of portfolio
12,550
Q1 2025 Reduced 15.4%
$0
$895,000 0.17% of portfolio
17,619
Q1 2025 Added 14.03%
$0
$893,000 0.17% of portfolio
15,634
Q1 2025 Reduced 0.48%
$0
$843,000 0.16% of portfolio
21,131
Q4 2024 Reduced 6.96%
$190B
$851,000 0.16% of portfolio
2,583
Q1 2025 New
$0
$852,000 0.16% of portfolio
23,919
Q2 2024 Reduced 14.49%
$173B
$790,000 0.15% of portfolio
5,147
Q1 2025 Added 6.5%
$142B
$771,000 0.15% of portfolio
3,764
Q1 2025 Added 19.26%
$11.6B
$780,000 0.15% of portfolio
4,126
Q1 2025 Added 0.22%
$215B
$620,000 0.12% of portfolio
6,283
Q1 2025 Added 3.49%
$0
$623,000 0.12% of portfolio
20,293
Q4 2024 Reduced 9.58%
$1.06T
$651,000 0.12% of portfolio
4,168
Q1 2025 Added 2.61%
$0
$603,000 0.11% of portfolio
2,717
Q1 2025 Added 7.43%
$0
$556,000 0.11% of portfolio
6,804
Q4 2024 Reduced 10.85%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $529 Million
  • Prior Value $505 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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