Life Line Wealth Management LLC Portfolio Holdings

Life Line Wealth Management LLC

  • $280 Billion
  • Q4 2024

Life Line Wealth Management LLC has filed its 13F form on March 25, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $55B, Ishares Core S&P 500 ETF with a value of $42.5B, Ishares Russell 2000 ETF with a value of $39.6B, Ishares Msci Usa Quality Facto with a value of $36.9B, and Ishares Msci Usa Momentum Fact with a value of $36.2B.

Examining the 13F form we can see an increase of $587M in the current position value, from $280B to 280B.

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.

Portfolio value $280 Billion
ETFs: $278 Billion
Consumer Defensive: $343 Million
Communication Services: $209 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$594 Million 0.21% of portfolio
-
Q4 2024 Added 1.7%
$7.36B
$343 Million 0.12% of portfolio
14,197
Q4 2023 New
$444B
$209 Million 0.07% of portfolio
235
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $280 Billion
  • Prior Value $280 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 25, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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