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CIK: 0002035872
Total reported value
$223.9M
$223.9M
34 檔
85.4%
At the close of Q1 2025, Life Line Wealth Management LLC disclosed equity holdings valued at approximately $223.9M, spread across 34 reported holdings.
In Q1 2025, Life Line Wealth Management LLC displayed an active expansion posture, initiating 9 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 16.87% | -7.95% | EXIT | |
| 2 | EWG | Ishares Msci Germany ETF | ETF-Other | 16.48% | -4.22% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.58% | +3.32% | +4.43% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 11.93% | — | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 9.50% | +0.25% | — | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 9.25% | +0.23% | — | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 9.14% | -2.97% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.04% | +6.63% | -89.00% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.82% | +7.32% | -86.00% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.40% | -12.77% | -84.27% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.14% | +5.52% | -90.76% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | +0.41% | -94.01% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.79% | +0.39% | -93.96% | |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.49% | +0.07% | — | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.22% | +0.10% | +0.80% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.22% | +0.10% | +1.04% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.20% | +0.09% | +5.04% | |
| 18 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.18% | +0.09% | +0.12% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.17% | +0.07% | +1.16% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.16% | +0.07% | +0.25% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.16% | -0.01% | +3.67% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.15% | +0.06% | +0.75% | |
| 23 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.15% | — | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.15% | +0.06% | +0.64% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.14% | +0.06% | -0.43% | |
| 26 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.14% | +0.06% | +1.28% | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.11% | +0.06% | -4.00% | |
| 28 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.10% | -0.06% | EXIT | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.09% | +0.13% | — | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.09% | +0.05% | +0.16% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.08% | +0.14% | — | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.08% | +0.02% | — | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.08% | +0.14% | — | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.08% | +0.03% | +1.22% |
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 34 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VGK, EWG, IVV) accounted for 85.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGK
市值: $45.9M
Top Position Liquidated / Trimmed
QQQ
前期市值: $55.0M
During Q1 2025, Life Line Wealth Management LLC's top holdings by market value included VGK (16.9%)、EWG (16.5%)、IVV (15.6%). The largest single position, VGK, represented 16.9% of total portfolio value.
In Q1 2025, Life Line Wealth Management LLC made 31 total portfolio adjustments, initiating 9 new buys, adding to 13 positions, trimming 9 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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