Lineweaver Wealth Advisors, LLC Portfolio Holdings

Lineweaver Wealth Advisors, LLC

  • $496 Million
  • Q3 2024

Lineweaver Wealth Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $496 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $66.6M, Ishares Msci Usa Quality Facto with a value of $43M, Ishares Core U.S. Aggregate Bo with a value of $36.3M, Fidelity Merrimack Str Tr Tota with a value of $24.7M, and Ishares Msci Usa Min Vol Facto with a value of $23.1M.

Examining the 13F form we can see an increase of $39.7M in the current position value, from $456M to 496M.

Below you can find more details about Lineweaver Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $496 Million
ETFs: $324 Million
Technology: $52.3 Million
Financial Services: $25.6 Million
Healthcare: $21.8 Million
Industrials: $16.8 Million
Consumer Cyclical: $15.3 Million
Consumer Defensive: $14.2 Million
Communication Services: $8.69 Million
Other: $16.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.15T
$21 Million 4.23% of portfolio
90,086
Q3 2024 Added 1.96%
$3.27T
$9.14 Million 1.84% of portfolio
21,255
Q3 2024 Added 1.97%
$349B
$7.39 Million 1.49% of portfolio
60,866
Q3 2024 Added 10.06%
$597B
$5.99 Million 1.21% of portfolio
13,022
Q3 2024 Added 3.32%
$19.1B
$5.06 Million 1.02% of portfolio
24,580
Q3 2024 Added 248.7%
$711B
$4.96 Million 1.0% of portfolio
23,549
Q3 2024 Added 3.78%
$473B
$4.44 Million 0.9% of portfolio
7,591
Q3 2024 Added 3.93%
$1.17T
$4.29 Million 0.87% of portfolio
25,857
Q3 2024 Added 7.73%
$2.33T
$4.3 Million 0.87% of portfolio
23,078
Q3 2024 Added 7.63%
$381B
$4.2 Million 0.85% of portfolio
25,892
Q3 2024 Added 3.46%
$97.1B
$3.99 Million 0.81% of portfolio
23,135
Q3 2024 Added 968.59%
$252B
$3.82 Million 0.77% of portfolio
33,670
Q3 2024 Added 8.42%
$406B
$3.47 Million 0.7% of portfolio
8,569
Q3 2024 Added 4.23%
$400B
$3.38 Million 0.68% of portfolio
19,545
Q3 2024 Added 3.43%
$143B
$3.31 Million 0.67% of portfolio
39,208
Q3 2024 Added 4.37%
$443B
$3.22 Million 0.65% of portfolio
27,479
Q3 2024 Added 5.06%
$1.46T
$2.93 Million 0.59% of portfolio
11,216
Q3 2024 Added 4.39%
$216B
$2.92 Million 0.59% of portfolio
9,596
Q3 2024 Reduced 0.87%
$159B
$2.55 Million 0.52% of portfolio
2,689
Q3 2024 Added 3.58%
$154B
$2.44 Million 0.49% of portfolio
11,819
Q3 2024 Added 5.17%
$318B
$2.44 Million 0.49% of portfolio
12,374
Q3 2024 Added 2.38%
$128B
$2.35 Million 0.47% of portfolio
4,013
Q3 2024 Added 4.29%
$142B
$2.11 Million 0.43% of portfolio
8,307
Q3 2024 Reduced 3.84%
$524B
$2.02 Million 0.41% of portfolio
7,337
Q3 2024 Reduced 4.63%
$108B
$2.04 Million 0.41% of portfolio
22,705
Q3 2024 Reduced 1.02%
$756B
$1.96 Million 0.4% of portfolio
2,215
Q3 2024 Added 7.32%
$344B
$1.92 Million 0.39% of portfolio
7,014
Q3 2024 Added 8.93%
$82.2B
$1.91 Million 0.39% of portfolio
25,918
Q3 2024 Added 4.1%
$138B
$1.9 Million 0.38% of portfolio
30,429
Q3 2024 Added 7.19%
$211B
$1.79 Million 0.36% of portfolio
10,516
Q3 2024 Added 3.95%
$356B
$1.8 Million 0.36% of portfolio
45,431
Q3 2024 Added 2.98%
$1.37T
$1.8 Million 0.36% of portfolio
3,144
Q3 2024 Added 16.27%
$55.8B
$1.77 Million 0.36% of portfolio
22,819
Q3 2024 Added 4.54%
$70.7B
$1.73 Million 0.35% of portfolio
6,319
Q3 2024 Added 6.24%
$145B
$1.71 Million 0.34% of portfolio
26,278
Q3 2024 Reduced 0.49%
$30.8B
$1.7 Million 0.34% of portfolio
14,312
Q3 2024 Added 0.28%
$223B
$1.69 Million 0.34% of portfolio
1,885
Q3 2024 Added 7.35%
$199B
$1.62 Million 0.33% of portfolio
3,278
Q3 2024 Added 3.18%
$424B
$1.65 Million 0.33% of portfolio
1,859
Q3 2024 Added 1.64%
$88B
$1.43 Million 0.29% of portfolio
3,007
Q3 2024 Added 0.23%
$83.9B
$1.42 Million 0.29% of portfolio
12,288
Q3 2024 Added 2.88%
$246B
$1.46 Million 0.29% of portfolio
27,345
Q3 2024 Reduced 8.29%
$65.7B
$1.43 Million 0.29% of portfolio
4,798
Q3 2024 Added 2.09%
$252B
$1.38 Million 0.28% of portfolio
17,091
Q3 2024 Added 1.04%
$0
$1.38 Million 0.28% of portfolio
31,371
Q2 2024 Added 16.21%
$90.5B
$1.33 Million 0.27% of portfolio
14,725
Q3 2024 Added 3.23%
$83.2B
$1.22 Million 0.25% of portfolio
2,470
Q3 2024 Reduced 0.12%
$131B
$1.25 Million 0.25% of portfolio
2,992
Q3 2024 Added 3.64%
$40.5B
$1.14 Million 0.23% of portfolio
25,188
Q3 2024 Added 3.98%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $496 Million
  • Prior Value $456 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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