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CIK: 0002035872
Total reported value
$223.9M
$223.9M
25 檔
93.9%
During the Q4 2024 filing period, Life Line Wealth Management LLC (CIK: 0002035872) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $223.9M across 25 reported positions.
During Q4 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 19.63% | +6.63% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.15% | +3.32% | +1.01% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 14.14% | +0.41% | +1.91% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.16% | +7.32% | +8317.47% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 12.93% | +0.39% | — | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 12.47% | +5.52% | +0.54% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 9.61% | -12.77% | — | |
| 8 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.54% | +0.07% | -16.21% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.21% | +0.10% | +1.70% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.21% | +0.10% | +1.17% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.18% | +0.09% | +0.95% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.17% | +0.09% | +0.43% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.16% | +0.07% | +1.22% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.15% | -0.01% | +0.12% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.15% | +0.07% | +1.41% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.15% | +0.06% | +1.43% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.14% | +0.06% | +1.26% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.14% | +0.06% | -0.10% | |
| 19 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.13% | +0.06% | +1.31% | |
| 20 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.12% | — | — | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.10% | +0.06% | +1.55% | |
| 22 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.10% | -0.06% | EXIT | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.10% | +0.05% | — | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.08% | +0.03% | +1.28% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.07% | +0.02% | — |
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 Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, IVV, IWM) accounted for 93.9% of total reported equity market value during Q4 2024.
During Q4 2024, Life Line Wealth Management LLC's top holdings by market value included QQQ (19.6%)、IVV (15.2%)、IWM (14.1%). The largest single position, QQQ, represented 19.6% of total portfolio value.
In Q4 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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