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
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
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
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
707
+ 5.72%
$114.27 - $121.15 $80.8K - $85.7K
13.1K $1.53M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.25K
+ 2.61%
$83.21 - $86.32 $187K - $194K
88.6K $7.4M
NSC
Norfolk Southern Corp

Industrials
508
+ 9.14%
$279.53 - $300.15 $142K - $152K
6.07K $1.72M
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
Blackrock Inc
255
+ 6.54%
N/A
4.16K $0
Alps ETF Tr
60.4K
+ 4.57%
N/A
1.38M $0
Blackrock ETF Trust Ii
1.17K
+ 10.86%
N/A
12K $0
Blackrock ETF Trust
6.67K
+ 3.53%
N/A
196K $0
Blackrock ETF Trust Ii
26.1K
+ 5.66%
N/A
488K $0
Innovator Etfs Trust
62.6K
+ 366.28%
N/A
79.7K $0
LMT
Lockheed Martin Corp

Industrials
271
+ 6.05%
$452.1 - $514.24 $123K - $139K
4.75K $2.24M
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.16%
N/A
644 $171K
J P Morgan Exchange Traded F
3.32K
+ 2.32%
N/A
147K $0
Lam Research Corp
16
+ 0.8%
N/A
2.02K $0
Innovator Etfs Trust
51.7K
+ 399.16%
N/A
64.7K $0
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.12%
N/A
1.64K $298K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
26
+ 0.25%
$53.68 - $54.54 $1.4K - $1.42K
10.4K $561K
ABT
Abbott Laboratories

Healthcare
17
+ 1.06%
$123.62 - $134.59 $2.1K - $2.29K
1.63K $211K
DIS
Walt Disney CO

Communication Services
682
+ 7.86%
$105.69 - $116.65 $72.1K - $79.6K
9.35K $988K
SHW
Sherwin Williams CO

Basic Materials
7
+ 0.83%
$330.74 - $354.45 $2.32K - $2.48K
850 $282K
ETN
Eaton Corp PLC

Industrials
95
+ 3.87%
$352.39 - $387.75 $33.5K - $36.8K
2.55K $897K
UBER
Uber Technologies, Inc

Technology
593
+ 4.8%
$91.62 - $100.1 $54.3K - $59.4K
12.9K $1.19M
MA
Mastercard Inc

Financial Services
4
+ 0.44%
$536.85 - $580.45 $2.15K - $2.32K
923 $495K
C
Citigroup Inc

Financial Services
629
+ 2.06%
$93.93 - $102.87 $59.1K - $64.7K
31.1K $3.05M
AMT
American Tower Corp

Real Estate
102
+ 1.86%
$176.64 - $193.32 $18K - $19.7K
5.6K $1.01M
PGR
Progressive Corp

Financial Services
402
+ 4.75%
$203.7 - $246.46 $81.9K - $99.1K
8.86K $2M
NFLX
Netflix Inc

Communication Services
11.3K
+ 908.88%
$110.29 - $1241.35 $1.24M - $14M
12.5K $1.38M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
561
+ 1.94%
$245.79 - $258.02 $138K - $145K
29.5K $7.25M
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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