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CIK: 0002035872
Total reported value
$223.9M
$223.9M
25 檔
109.6%
The Q3 2024 SEC filing reveals that Life Line Wealth Management LLC held a total portfolio value of $223.9M, covering 25 public equity positions.
During Q3 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 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 26.83% | +4.87% | NEW | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 19.84% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.73% | +3.32% | -8.48% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 13.90% | +0.41% | — | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 12.39% | +5.52% | — | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 9.35% | — | — | |
| 7 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.44% | +0.07% | — | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.21% | +0.10% | +1.28% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.21% | +0.10% | +1.33% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.20% | +0.09% | -98.63% | |
| 11 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.17% | +0.09% | -98.26% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.16% | +0.07% | +1.34% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.16% | +7.32% | -98.37% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.15% | +0.06% | +1.07% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.15% | +0.07% | +1.07% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.15% | -0.01% | +0.66% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.15% | +0.06% | -98.36% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.14% | +0.06% | -34.84% | |
| 19 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.13% | +0.06% | +1.44% | |
| 20 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.11% | +0.06% | — | |
| 21 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.11% | -0.06% | EXIT | |
| 22 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.09% | — | — | |
| 23 | DNLI | Denali Therapeutics Inc | Stock-Other | 0.08% | — | — | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.08% | +0.03% | +1.40% | |
| 25 | RBRK | Rubrik Inc-a | Stock-Tech | 0.08% | +0.04% | — |
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 25 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VLUE, IWD, IVV) accounted for 109.6% of total reported equity market value during Q3 2024.
During Q3 2024, Life Line Wealth Management LLC's top holdings by market value included VLUE (26.8%)、IWD (19.8%)、IVV (14.7%). The largest single position, VLUE, represented 26.8% of total portfolio value.
In Q3 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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