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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.14 Million 0.42% of portfolio
18,567
Q4 2024 Added 0.24%
$0
$2.01 Million 0.4% of portfolio
28,634
Q4 2024 Added 1.76%
$145B
$1.99 Million 0.39% of portfolio
8,297
Q4 2024 Reduced 0.12%
$375B
$1.93 Million 0.38% of portfolio
43,815
Q4 2024 Reduced 3.56%
$53.2B
$1.93 Million 0.38% of portfolio
24,460
Q4 2024 Added 7.19%
$216B
$1.88 Million 0.37% of portfolio
3,282
Q4 2024 Added 0.12%
$785B
$1.8 Million 0.36% of portfolio
2,333
Q4 2024 Added 5.33%
$76.9B
$1.78 Million 0.35% of portfolio
29,804
Q4 2024 Added 14.99%
$0
$1.77 Million 0.35% of portfolio
49,255
Q4 2024 Reduced 5.27%
$198B
$1.7 Million 0.34% of portfolio
11,164
Q4 2024 Added 6.16%
$227B
$1.66 Million 0.33% of portfolio
3,192
Q4 2024 Added 96.55%
$452B
$1.64 Million 0.32% of portfolio
1,788
Q4 2024 Reduced 3.82%
$0
$1.62 Million 0.32% of portfolio
32,278
Q4 2024 Added 10.32%
$26.3B
$1.54 Million 0.31% of portfolio
13,396
Q4 2024 Reduced 6.4%
$0
$1.51 Million 0.3% of portfolio
14,191
Q4 2024 Added 8.97%
$145B
$1.54 Million 0.3% of portfolio
27,124
Q4 2024 Added 3.22%
$121B
$1.51 Million 0.3% of portfolio
18,882
Q4 2024 Reduced 16.84%
$274B
$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%
$86.6B
$1.47 Million 0.29% of portfolio
13,629
Q4 2024 Added 10.91%
$143B
$1.42 Million 0.28% of portfolio
3,348
Q4 2024 Added 11.9%
$86.7B
$1.42 Million 0.28% of portfolio
2,484
Q4 2024 Added 0.57%
$0
$1.39 Million 0.28% of portfolio
37,785
Q1 2024 Reduced 1.13%
$90.3B
$1.42 Million 0.28% of portfolio
3,004
Q4 2024 Reduced 0.1%
$90.6B
$1.33 Million 0.26% of portfolio
16,194
Q4 2024 Added 9.98%
$155B
$1.28 Million 0.25% of portfolio
4,912
Q4 2024 Added 313.12%
$44B
$1.25 Million 0.25% of portfolio
26,405
Q4 2024 Added 4.83%
$252B
$1.28 Million 0.25% of portfolio
21,602
Q4 2024 Reduced 21.0%
$0
$1.25 Million 0.25% of portfolio
29,550
Q1 2024 Reduced 4.83%
$58.6B
$1.21 Million 0.24% of portfolio
5,165
Q4 2024 Added 14.04%
$126B
$1.17 Million 0.23% of portfolio
20,603
Q4 2024 New
$443B
$1.18 Million 0.23% of portfolio
1,321
Q4 2024 Reduced 4.07%
$138B
$894,000 0.18% of portfolio
14,835
Q4 2024 Added 3.73%
$0
$903,000 0.18% of portfolio
15,710
Q4 2024 Reduced 3.29%
$0
$877,000 0.17% of portfolio
23,919
Q2 2024 Reduced 14.49%
$0
$849,000 0.17% of portfolio
21,131
Q4 2024 Reduced 6.96%
$85.7B
$796,000 0.16% of portfolio
4,344
Q4 2024 Added 11.3%
$0
$783,000 0.16% of portfolio
15,451
Q4 2024 Added 12.64%
$194B
$742,000 0.15% of portfolio
4,833
Q4 2024 Added 5.59%
$1.26T
$773,000 0.15% of portfolio
4,062
Q4 2024 Reduced 1.0%
$11.2B
$771,000 0.15% of portfolio
4,117
Q3 2024 Added 2.44%
$157B
$724,000 0.14% of portfolio
3,156
Q4 2024 New
$207B
$676,000 0.13% of portfolio
6,071
Q4 2024 Reduced 13.42%
$0
$638,000 0.13% of portfolio
20,293
Q4 2024 Reduced 9.58%
$0
$597,000 0.12% of portfolio
22,364
Q4 2024 Added 0.0%
$0
$614,000 0.12% of portfolio
2,529
Q2 2024 New
$5.08B
$617,000 0.12% of portfolio
85,230
Q4 2024 Reduced 24.61%
$533B
$602,000 0.12% of portfolio
1,144
Q4 2024 Reduced 2.14%
$62.4B
$533,000 0.11% of portfolio
3,949
Q4 2024 Reduced 35.68%

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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