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CIK: 0001797873
Total reported value
$844.8M
$844.8M
124 檔
18.3%
The Q1 2024 SEC filing reveals that Lineweaver Wealth Advisors, LLC held a total portfolio value of $844.8M, covering 124 public equity positions.
During Q1 2024, Lineweaver Wealth Advisors, 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 | 15.88% | +0.07% | +2.14% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 9.08% | +0.10% | +3.11% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.15% | -0.19% | -0.60% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.57% | +0.08% | +1.10% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 3.04% | — | +4.87% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.96% | — | +6.06% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.85% | +1.61% | NEW | |
| 8 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.76% | -0.09% | -2.00% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.75% | +1.29% | NEW | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.68% | -1.33% | +2.42% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.54% | — | -0.77% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.02% | +1.01% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.64% | -0.32% | +3.87% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.64% | -0.48% | +3.53% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.51% | -0.06% | -1.52% | |
| 16 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.39% | -0.04% | -0.91% | |
| 17 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.38% | -0.06% | +8.60% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | — | +4.29% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.04% | +3.56% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.13% | +0.52% | |
| 21 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.99% | +0.04% | -0.18% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.99% | — | +7.81% | |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.94% | -0.03% | +4.66% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.05% | +1.12% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.02% | +10.73% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.13% | +1.95% | |
| 27 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 0.81% | -0.03% | +3.06% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | — | +6.35% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.01% | +2.19% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-Other | 0.78% | +0.02% | -2.63% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.16% | +5.76% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | +0.02% | +3.79% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.22% | +10.00% | |
| 34 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.64% | -0.03% | -6.97% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.12% | +2.03% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.10% | +5.65% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.07% | +8.08% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.54% | -0.36% | EXIT | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | — | -1.22% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | -0.03% | +1.40% | |
| 41 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.48% | — | +12.52% | |
| 42 | BLKCHF | Blackrock Inc | Stock-Other | 0.48% | — | +2.24% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.02% | +1.49% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.47% | -0.01% | +12.80% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.07% | +20.57% | |
| 46 | CVS | Cvs Health CORP | Stock-Healthcare | 0.43% | — | +9.43% | |
| 47 | MCO | Moody's CORP | Stock-Financials | 0.43% | — | +0.22% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.42% | +0.40% | -2.60% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.41% | -0.12% | EXIT | |
| 50 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.40% | +0.02% | — |
According to official SEC Form 13F filings, Lineweaver Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $844.8M across 124 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, USMV) accounted for 18.3% of total reported equity market value during Q1 2024.
During Q1 2024, Lineweaver Wealth Advisors, LLC's top holdings by market value included IVV (15.9%)、QUAL (9.1%)、USMV (5.2%). The largest single position, IVV, represented 15.9% of total portfolio value.
In Q1 2024, Lineweaver Wealth Advisors, 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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