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CIK: 0001797873
Total reported value
$844.8M
$844.8M
126 檔
22.9%
During the Q3 2024 filing period, Lineweaver Wealth Advisors, LLC (CIK: 0001797873) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $844.8M across 126 reported positions.
In Q3 2024, Lineweaver Wealth Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.68% | +0.07% | -9.20% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.18% | +0.10% | +2.07% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.91% | -0.48% | +37.06% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.71% | -0.32% | +10.24% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.40% | -0.19% | -0.65% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.00% | +0.08% | +1.96% | |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.91% | -0.28% | +8.35% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.50% | — | +2.15% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.40% | -0.03% | +7.71% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.39% | -1.33% | +3.49% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.38% | +1.29% | NEW | |
| 12 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.23% | -0.09% | -0.28% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.14% | -0.70% | +7.52% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.02% | +1.97% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.43% | +0.10% | +4.00% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.13% | +10.06% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.36% | -0.06% | -1.64% | |
| 18 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.24% | -0.06% | +1.72% | |
| 19 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.17% | +0.39% | +3.88% | |
| 20 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.15% | -0.04% | -4.91% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | — | +3.32% | |
| 22 | CTAS | Cintas CORP | Stock-Industrials | 0.96% | -0.06% | +248.70% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.04% | +3.78% | |
| 24 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 0.85% | -0.03% | +13.43% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | — | +3.93% | |
| 26 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.82% | +0.04% | -4.00% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.05% | +7.63% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.13% | +7.73% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.02% | +3.46% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.12% | +968.59% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | — | +8.42% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | +0.02% | +4.23% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.01% | +3.43% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.64% | +0.02% | -1.07% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.07% | +4.37% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.22% | +5.06% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.16% | +0.92% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.07% | +4.39% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.10% | -0.87% | |
| 40 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.55% | -0.03% | — | |
| 41 | BLKCHF | Blackrock Inc | Stock-Other | 0.49% | — | +3.58% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.47% | -0.36% | EXIT | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.04% | +2.38% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.45% | -0.04% | +4.29% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | -0.03% | +2.76% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | — | -1.68% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.40% | +0.40% | -3.84% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.39% | -0.01% | -1.02% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | +0.02% | -4.63% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.07% | +7.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.7% | +37.06% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.2% | +10.24% | Add |
| 3 | AAPL | Apple Inc | +0.1% | +1.96% | Add |
| 4 | TSLA | Tesla Inc | +0.1% | +4.39% | Add |
| 5 | SMTH | Alps Smth Cor Bd Plus ETF | +0.1% | +8.35% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.32% | Add |
| 7 | UNH | Unitedhealth Group Inc | +0.1% | +3.93% | Add |
| 8 | NEE | Nextera Energy Inc | +0.1% | +4.37% | Add |
| 9 | LMT | Lockheed Martin CORP | +0.1% | +4.29% | Add |
| 10 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +3.49% | Add |
| 11 | HD | Home Depot Inc | +0.1% | +4.23% | Add |
| 12 | BLKCHF | Blackrock Inc | +0.1% | +3.58% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +16.27% | Add |
| 14 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 15 | MCD | Mcdonald's CORP | +0.1% | -0.87% | Trim |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +7.71% | Add |
| 17 | GSEW | Goldman Sachs Eql Wght Large | 0% | +3.88% | Add |
| 18 | STOT | Ss Dl St Dur Tr Tact ETF | 0% | +13.43% | Add |
| 19 | JNJ | Johnson & Johnson | 0% | +3.46% | Add |
| 20 | AVGO | Broadcom Inc | 0% | +968.59% | Add |
| 21 | ABBV | Abbvie Inc | 0% | +2.38% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | +4.54% | Add |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +7.52% | Add |
| 24 | PGR | Progressive CORP | 0% | -3.84% | Trim |
| 25 | NOW | Servicenow Inc | 0% | +7.35% | Add |
| 26 | UBER | Uber Technologies Inc | 0% | +28.49% | Add |
| 27 | CRM | Salesforce Inc | 0% | +8.93% | Add |
| 28 | UL | Unilever PLC | 0% | -0.49% | Trim |
| 29 | MDLZ | Mondelez International Inc-a | 0% | +4.10% | Add |
| 30 | MDT | Medtronic plc | 0% | -1.02% | Trim |
| 31 | WMT | Walmart Inc | 0% | +1.04% | Add |
| 32 | SO | Southern Co/the | 0% | +3.23% | Add |
| 33 | DUK | Duke Energy CORP | 0% | +2.88% | Add |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +4.00% | Add |
| 35 | EFG | Ishares Msci Eafe Growth ETF | — | +3.51% | Add |
| 36 | JPM | Jpmorgan Chase & Co | — | +3.78% | Add |
| 37 | NVDA | Nvidia CORP | 0% | +10.06% | Add |
| 38 | PG | Procter & Gamble Co/the | 0% | +3.43% | Add |
| 39 | RDVY | First Trust Rising Dividend | 0% | -1.07% | Trim |
| 40 | DGRO | Ishares Core Dividend Growth | 0% | -1.64% | Trim |
| 41 | USMV | Ishares Msci USA Min Vol Fac | 0% | -0.65% | Trim |
| 42 | PSTP | Innovator Pwr Buff Su St ETF | 0% | +1.72% | Add |
| 43 | OEF | Ishares S&p 100 ETF | -0.1% | +2.15% | Add |
| 44 | CMG | Chipotle Mexican Grill Inc | -0.1% | EXIT | Sold out |
| 45 | MCK | Mckesson CORP | -0.1% | -0.12% | Trim |
| 46 | DELL | Dell Technologies -c | -0.1% | +0.28% | Add |
| 47 | PJUN | Innovator U.s. Equity Power | -0.1% | -0.28% | Trim |
| 48 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +2.07% | Add |
| 49 | SILA | Sila Realty Trust Inc | -0.2% | EXIT | Sold out |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.7% | -9.20% | Trim |
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 Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 IVV, QUAL, AGG) accounted for 22.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
RTX
市值: $300.6K
Top Position Liquidated / Trimmed
SILA
前期市值: $753.4K
During Q3 2024, Lineweaver Wealth Advisors, LLC's top holdings by market value included IVV (12.7%)、QUAL (8.2%)、AGG (6.9%). The largest single position, IVV, represented 12.7% of total portfolio value.
In Q3 2024, Lineweaver Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 37 positions, trimming 10 holdings, and fully liquidating 2 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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