Lineweaver Wealth Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $505 Million distributed in 134 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 $64.6M, Ishares Msci Usa Quality Facto with a value of $41.7M, Fidelity Merrimack Str Tr Tota with a value of $25.3M, Apple Inc. with a value of $23M, and Ishares Core U.S. Aggregate Bo with a value of $22.9M.
Examining the 13F form we can see an increase of $9.22M in the current position value, from $496M to 505M.
Below you can find more details about Lineweaver Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$505 Million
ETFs: $310 Million
Technology: $58.9 Million
Financial Services: $25.4 Million
Healthcare: $21 Million
Consumer Cyclical: $18.4 Million
Industrials: $17.6 Million
Consumer Defensive: $13.7 Million
Communication Services: $9.91 Million
Other: $15.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
