Lineweaver Wealth Advisors, LLC Purchases in Q4 2025

Lineweaver Wealth Advisors, LLC

  • $631 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
8.9K
+ 451.12%
$835.79 - $946.29 $7.44M - $8.42M
10.9K $9.08M
AVGO
Broadcom Inc.

Technology
9.86K
+ 35.79%
$324.63 - $385.98 $3.2M - $3.81M
37.4K $12.8M
CTAS
Cintas Corp

Industrials
16.6K
+ 104.23%
$182.04 - $203.64 $3.02M - $3.38M
32.6K $6.08M
DELL
Dell Technologies Inc.

Technology
17.9K
+ 124.97%
$133.76 - $164.88 $2.39M - $2.95M
32.2K $4.31M
IVV
Ishares Core S&P 500 ETF

ETFs
1.53K
+ 1.57%
$656.2 - $690.71 $1M - $1.05M
98.7K $66.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
32.9K
+ 4.3%
$46.2 - $46.85 $1.52M - $1.54M
796K $36.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.2K
+ 4.59%
$99.87 - $101.27 $1.52M - $1.54M
347K $34.7M
AAPL
Apple Inc.

Technology
80
+ 0.09%
$245.27 - $275.25 $19.6K - $22K
92.7K $24.8M
NVDA
Nvidia Corp

Technology
6.41K
+ 11.27%
$179.83 - $207.04 $1.15M - $1.33M
63.3K $11.8M
DGRO
Ishares Core Dividend Growth E

ETFs
14.6K
+ 13.09%
$66.93 - $69.17 $975K - $1.01M
126K $8.61M
GOOGL
Alphabet Inc.

Communication Services
306
+ 1.26%
$236.57 - $291.31 $72.4K - $89.1K
24.6K $6.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.53K
+ 8.62%
$475.68 - $513.11 $729K - $787K
19.3K $9.83M
EFV
Msci Eafe Value ETF

ETFs
5.6K
+ 2.81%
$66.73 - $70.99 $374K - $397K
205K $14.4M
AMZN
Amazon Com Inc

Consumer Cyclical
1.98K
+ 7.47%
$213.04 - $254.0 $421K - $502K
28.5K $6.68M
NEE
Nextera Energy Inc

Utilities
4.36K
+ 9.33%
$78.18 - $86.03 $341K - $375K
51.1K $4.38M
JPIE
J P Morgan Exchange Traded Fd
20.1K
+ 3.79%
$46.18 - $46.47 $929K - $934K
550K $25.4M
XOM
Exxon Mobil Corp

Energy
4.95K
+ 15.0%
$110.64 - $119.78 $548K - $593K
38K $4.47M
BA
Boeing CO

Industrials
3.87K
New
$191.81 - $225.32 $742K - $872K
3.87K $742K
LLY
Eli Lilly & CO

Healthcare
74
+ 3.16%
$799.57 - $1025.28 $59.2K - $75.9K
2.42K $2.47M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.9K
+ 2.24%
$57.9 - $61.26 $400K - $423K
315K $18.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
31.6K
New
$19.54 - $19.6 $618K - $620K
31.6K $619K
AMGN
Amgen Inc

Healthcare
491
+ 6.86%
$290.13 - $341.71 $142K - $168K
7.64K $2.61M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.12K
+ 2.11%
$191.01 - $199.18 $596K - $621K
151K $29.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
880
New
$653.02 - $687.39 $575K - $605K
880 $585K
XLK
Technology Sector Spdr

ETFs
1.68K
New
$278.39 - $304.13 $468K - $512K
1.68K $484K
IEMG
Ishares Inc

ETFs
9.01K
+ 4.8%
N/A
197K $10.5M
POCT
Innovator U.S. Equity Power Bu

ETFs
11K
New
$42.64 - $43.66 $468K - $479K
11K $474K
JNJ
Johnson & Johnson

Healthcare
569
+ 2.41%
$185.98 - $199.58 $106K - $114K
24.1K $4.82M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.7K
+ 20.02%
$50.33 - $50.81 $438K - $442K
52.1K $2.64M
MCD
Mcdonalds Corp

Consumer Cyclical
1.33K
+ 10.3%
$293.81 - $310.11 $392K - $414K
14.3K $4.35M
BIIB
Biogen Inc.

Healthcare
2.13K
+ 96.38%
$142.26 - $167.55 $303K - $357K
4.34K $726K
JCI
Johnson Controls International PLC

Industrials
1.46K
+ 6.42%
$105.55 - $122.66 $154K - $179K
24.2K $2.87M
PANW
Palo Alto Networks Inc

Technology
1.76K
+ 37.84%
$204.77 - $221.38 $361K - $390K
6.42K $1.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
+ 32.07%
$280.66 - $305.09 $337K - $366K
4.94K $1.39M
MRK
Merck & Co., Inc.

Healthcare
17
+ 0.04%
$82.49 - $92.93 $1.4K - $1.58K
37.9K $3.52M
CAT
Caterpillar Inc

Industrials
220
+ 7.92%
$480.82 - $585.49 $106K - $129K
3K $1.65M
GE
General Electric CO

Industrials
1.01K
New
$291.49 - $314.28 $294K - $317K
1.01K $302K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.28K
+ 81.54%
$219.27 - $238.71 $281K - $306K
2.85K $642K
PEP
Pepsico Inc

Consumer Defensive
1.03K
+ 5.47%
$138.84 - $153.71 $143K - $159K
19.9K $2.94M
CSCO
Cisco Systems, Inc.

Technology
595
+ 2.29%
$67.46 - $78.0 $40.1K - $46.4K
26.6K $2.07M
MUB
Ishares National Muni Bond ETF

ETFs
2.63K
+ 14.5%
$106.36 - $107.61 $280K - $283K
20.8K $2.22M
VNLA
Janus Henderson Short Duration

ETFs
5.87K
New
$49.13 - $49.33 $288K - $290K
5.87K $288K
PULS
Pgim ETF Tr

ETFs
5.66K
New
$49.64 - $49.83 $281K - $282K
5.66K $281K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.56K
+ 37.42%
$50.57 - $50.77 $281K - $282K
20.4K $1.03M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
5.53K
New
$50.2 - $50.36 $278K - $278K
5.53K $278K
MU
Micron Technology Inc

Technology
1.1K
New
$181.6 - $253.3 $200K - $279K
1.1K $271K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.68K
New
$100.33 - $100.69 $269K - $270K
2.68K $269K
TBUX
T Rowe Price Exchange Traded F

ETFs
5.37K
New
$49.81 - $50.02 $268K - $269K
5.37K $268K
TMO
Thermo Fisher Scientific Inc.

Healthcare
39
+ 1.3%
$524.58 - $588.02 $20.5K - $22.9K
3.03K $1.72M
Activity Summary
Buys All Purchases 124 New Holdings 22 Increased Positions 102 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 1 Puts 3
Track This Portfolio

Track Lineweaver Wealth Advisors, LLC Portfolio

Follow Lineweaver Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email