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CIK: 0001797873
Total reported value
$844.8M
$844.8M
126 檔
21.1%
At the close of Q2 2024, Lineweaver Wealth Advisors, LLC disclosed equity holdings valued at approximately $844.8M, spread across 126 reported holdings.
During Q2 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 | 14.42% | +0.07% | -0.03% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.31% | +0.10% | +0.92% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.26% | -0.48% | +271.21% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.47% | -0.32% | +214.92% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.44% | -0.19% | -1.68% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.86% | +0.08% | +0.88% | |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.82% | -0.28% | — | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.55% | — | -7.67% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.38% | +1.29% | NEW | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.36% | -0.03% | +189.03% | |
| 11 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.35% | -0.09% | -5.31% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.32% | -1.33% | +1.57% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.11% | -0.70% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | -0.02% | +6.91% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.13% | +1002.31% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.42% | +0.10% | — | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.39% | -0.06% | +6.01% | |
| 18 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.28% | -0.06% | +3.16% | |
| 19 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.22% | -0.04% | -2.26% | |
| 20 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.13% | +0.39% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | — | +4.84% | |
| 22 | CTAS | Cintas CORP | Stock-Industrials | 1.02% | -0.06% | +213.99% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.04% | -0.40% | |
| 24 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.91% | +0.04% | -3.27% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.13% | +3.86% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.05% | +2.22% | |
| 27 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 0.81% | -0.03% | +14.57% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.80% | — | -1.23% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | — | +8.53% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.02% | +7.58% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.12% | +7.55% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-Other | 0.65% | +0.02% | -2.00% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.16% | -2.78% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.01% | -7.48% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.22% | +4.54% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | +0.02% | +4.73% | |
| 37 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.03% | — | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.07% | +1.96% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.10% | +13.60% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.50% | -0.36% | EXIT | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | +0.07% | -2.73% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.04% | +498.02% | |
| 43 | BLKCHF | Blackrock Inc | Stock-Other | 0.43% | — | +7.45% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.02% | +7.43% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | — | -5.65% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.03% | -1.29% | |
| 47 | DELL | Dell Technologies -c | Stock-Tech | 0.41% | +1.08% | +0.27% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.07% | -2.23% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.37% | -0.04% | +10.89% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.37% | -0.01% | +1.20% |
According to official SEC Form 13F filings, Lineweaver Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $844.8M across 126 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, AGG) accounted for 21.1% of total reported equity market value during Q2 2024.
During Q2 2024, Lineweaver Wealth Advisors, LLC's top holdings by market value included IVV (14.4%)、QUAL (8.3%)、AGG (5.3%). The largest single position, IVV, represented 14.4% of total portfolio value.
In Q2 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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