Life Line Wealth Management LLC Portfolio Holdings

Life Line Wealth Management LLC has filed its 13F form on October 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $265 Billion distributed in 21 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 $42.7B, Invesco ETF Tr Ii Sr Ln ETF with a value of $38.4B, Ssga Active Trust with a value of $38.3B, Ishares Barclays 20+ Year Trea with a value of $38.3B, and Ishares Russell 1000 Gr ETF with a value of $26.8B.

Examining the 13F form we can see an increase of $631M in the current position value, from $264B to 265B. Also it can be appreciated an additional of 1 stocks purchases and 11 closed positions.

Life Line Wealth Management LLC is based out at Beverly Hills, CA

Below you can find more details about Life Line Wealth Management LLC portfolio as well as his latest detailed transactions.