Lineweaver Wealth Advisors, LLC Incresed Positions 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
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
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
IEMG
Ishares Inc

ETFs
9.01K
+ 4.8%
N/A
197K $10.5M
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
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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.56K
+ 37.42%
$50.57 - $50.77 $281K - $282K
20.4K $1.03M
TMO
Thermo Fisher Scientific Inc.

Healthcare
39
+ 1.3%
$524.58 - $588.02 $20.5K - $22.9K
3.03K $1.72M
ISRG
Intuitive Surgical Inc

Healthcare
208
+ 13.62%
$429.59 - $576.2 $89.4K - $120K
1.74K $948K
DE
Deere & CO

Industrials
338
+ 9.01%
$439.11 - $480.78 $148K - $163K
4.09K $1.95M
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
DUK
Duke Energy Corp

Utilities
1.31K
+ 6.96%
$121.57 - $129.03 $159K - $169K
20.1K $2.52M
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
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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