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CIK: 0002035872
Total reported value
$223.9M
$223.9M
21 檔
82.4%
In Q2 2024, Life Line Wealth Management LLC's U.S. equity holdings reached a combined market value of $223.9M, distributed across 21 disclosed stock positions.
During Q2 2024, Life Line Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.14% | +3.32% | -20.57% | |
| 2 | BKLN | Invesco Senior Loan ETF | ETF-Other | 14.50% | — | +297.74% | |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 14.47% | — | — | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 14.46% | +0.09% | +2999.03% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 10.11% | -12.77% | +3594.51% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 9.73% | +7.32% | +2786.97% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 9.30% | +0.09% | +5519.61% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.04% | +0.06% | +5587.19% | |
| 9 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.44% | +0.07% | — | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.22% | +0.06% | -99.40% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.22% | +0.10% | -2.32% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.22% | +0.10% | +1.36% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.17% | +0.07% | +1.34% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.16% | +0.07% | +1.04% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.15% | +0.06% | -32.24% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.15% | -0.01% | -31.48% | |
| 17 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.14% | +0.06% | +1.42% | |
| 18 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.11% | -0.06% | EXIT | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.11% | +0.06% | +1.74% | |
| 20 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.11% | — | — | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.08% | +0.03% | +1.32% |
According to official SEC Form 13F filings, Life Line Wealth Management LLC reported a total U.S. public equity portfolio value of $223.9M across 21 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, BKLN, SRLN) accounted for 82.4% of total reported equity market value during Q2 2024.
During Q2 2024, Life Line Wealth Management LLC's top holdings by market value included IVV (16.1%)、BKLN (14.5%)、SRLN (14.5%). The largest single position, IVV, represented 16.1% of total portfolio value.
In Q2 2024, Life Line Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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