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
ISRG
Intuitive Surgical Inc

Healthcare
208
+ 13.62%
$429.59 - $576.2 $89.4K - $120K
1.74K $948K
FE
Firstenergy Corp

Utilities
5.7K
New
$45.46 - $47.69 $259K - $272K
5.7K $261K
DE
Deere & CO

Industrials
338
+ 9.01%
$439.11 - $480.78 $148K - $163K
4.09K $1.95M
MS
Morgan Stanley

Financial Services
1.45K
New
$151.86 - $169.92 $220K - $246K
1.45K $230K
GOOG
Alphabet Inc.

Communication Services
137
+ 3.07%
$237.49 - $291.74 $32.5K - $40K
4.59K $1.31M
ABBV
Abb Vie Inc.

Healthcare
755
+ 5.16%
$211.96 - $244.38 $160K - $185K
15.4K $3.6M
MDT
Medtronic PLC

Healthcare
1.83K
+ 7.75%
$90.06 - $98.43 $165K - $180K
25.4K $2.44M
COST
Costco Wholesale Corp

Consumer Defensive
245
+ 12.13%
$910.94 - $954.99 $223K - $234K
2.27K $2.07M
MCK
Mckesson Corp

Healthcare
28
+ 1.12%
$738.06 - $859.37 $20.7K - $24.1K
2.52K $2.12M
A
Agilent Technologies, Inc.

Healthcare
748
+ 16.02%
$136.62 - $151.52 $102K - $113K
5.42K $795K
STOT
Spdr Doubleline Short Duration

ETFs
3.95K
+ 8.57%
$47.24 - $47.54 $187K - $188K
50.1K $2.37M
IBM
International Business Machines Corp

Technology
269
+ 4.07%
$275.97 - $314.98 $74.2K - $84.7K
6.88K $2.04M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.75K
+ 7.85%
$48.64 - $48.99 $182K - $184K
51.5K $2.51M
GS
Goldman Sachs Group Inc

Financial Services
324
+ 8.82%
$744.6 - $838.97 $241K - $272K
4K $3.1M
ASML
Asml Holding Nv

Technology
119
+ 13.4%
$936.19 - $1075.45 $111K - $128K
1.01K $1.03M
UNP
Union Pacific Corp

Industrials
999
+ 25.92%
$216.37 - $237.41 $216K - $237K
4.85K $1.07M
AZN
Astrazeneca PLC

Healthcare
527
+ 6.01%
$81.15 - $89.4 $42.8K - $47.1K
9.3K $831K
BAC
Bank Of America Corp

Financial Services
3.06K
+ 5.56%
$48.65 - $54.11 $149K - $165K
58K $2.99M
TFSL
Tfs Financial Corp

Financial Services
10.2K
New
$12.67 - $13.95 $129K - $142K
10.2K $139K
CRM
Salesforce, Inc.

Technology
555
+ 8.78%
$235.69 - $263.41 $131K - $146K
6.88K $1.63M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.44K
+ 1.44%
$92.34 - $95.43 $410K - $424K
312K $29.4M
JPM
Jpmorgan Chase & CO

Financial Services
1.69K
+ 6.58%
$294.11 - $320.41 $496K - $541K
27.3K $8.21M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.45K
+ 21.16%
$83.45 - $84.82 $121K - $123K
8.3K $693K
WMT
Walmart Inc.

Consumer Defensive
1.11K
+ 4.56%
$101.18 - $109.03 $112K - $121K
25.4K $2.62M
RTX
Raytheon Technologies Corp

Industrials
427
+ 19.33%
$157.0 - $179.44 $67K - $76.6K
2.64K $462K
CVX
Chevron Corp

Energy
570
+ 2.78%
$148.9 - $157.72 $84.9K - $89.9K
21.1K $3.27M
QCOM
Qualcomm Inc

Technology
423
+ 6.7%
$153.59 - $187.68 $65K - $79.4K
6.74K $1.12M
IEFA
Ishares Tr

ETFs
226
+ 0.71%
$86.09 - $89.88 $19.5K - $20.3K
31.9K $2.83M
HON
Honeywell International Inc

Industrials
1.11K
+ 10.43%
$194.07 - $220.67 $215K - $245K
11.8K $2.31M
SO
Southern CO

Utilities
1.65K
+ 7.91%
$90.58 - $99.72 $149K - $164K
22.5K $2.04M
GLW
Corning Inc

Technology
755
+ 3.94%
$82.06 - $90.29 $62K - $68.2K
19.9K $1.64M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.25K
+ 2.61%
$83.21 - $86.32 $187K - $194K
88.6K $7.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
707
+ 5.72%
$114.27 - $121.15 $80.8K - $85.7K
13.1K $1.53M
NSC
Norfolk Southern Corp

Industrials
508
+ 9.14%
$279.53 - $300.15 $142K - $152K
6.07K $1.72M
AQST
Aquestive Therapeutics, Inc.

Healthcare
10K
New
$5.3 - $7.49 $53K - $74.9K
10K $53K
ORCL
Oracle Corp

Technology
459
+ 46.98%
$217.57 - $313.0 $99.9K - $144K
1.44K $315K
V
Visa Inc.

Financial Services
495
+ 5.95%
$325.75 - $352.42 $161K - $174K
8.81K $2.87M
SUB
Ishares Short Term National Mu

ETFs
284
+ 4.78%
$106.22 - $106.81 $30.2K - $30.3K
6.23K $663K
META
Meta Platforms, Inc.

Communication Services
822
+ 21.53%
$609.01 - $751.67 $501K - $618K
4.64K $2.83M
ITA
Ishares Tr

ETFs
466
+ 1.89%
$205.04 - $218.9 $95.5K - $102K
25.1K $5.18M
SBUX
Starbucks Corp

Consumer Cyclical
103
+ 4.07%
$78.46 - $87.26 $8.08K - $8.99K
2.64K $223K
Innovator Etfs Trust
62.6K
+ 366.28%
N/A
79.7K $0
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.16%
N/A
644 $171K
LMT
Lockheed Martin Corp

Industrials
271
+ 6.05%
$452.1 - $514.24 $123K - $139K
4.75K $2.24M
Innovator Etfs Trust
32.6K
New
N/A
32.6K $0
Ge Vernova Inc
529
New
N/A
529 $0
Blackrock ETF Trust
6.67K
+ 3.53%
N/A
196K $0
Lam Research Corp
16
+ 0.8%
N/A
2.02K $0
Linde PLC
2.45K
New
N/A
2.45K $0
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
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