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CIK: 0001797873
Total reported value
$844.8M
$844.8M
134 檔
21.0%
The Q4 2024 SEC filing reveals that Lineweaver Wealth Advisors, LLC held a total portfolio value of $844.8M, covering 134 public equity positions.
In Q4 2024, Lineweaver Wealth Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 24 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 | 11.95% | +0.07% | -4.88% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.71% | +0.10% | -2.31% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.68% | -0.32% | +6.51% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.25% | +0.08% | +1.88% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.24% | -0.48% | -33.94% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.85% | -0.19% | -7.42% | |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.80% | -0.28% | +2.50% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.62% | -0.70% | — | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.54% | -0.70% | +26.05% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.46% | — | -3.01% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.27% | -1.33% | +7.05% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.23% | +1.29% | NEW | |
| 13 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.19% | -0.09% | -0.54% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.83% | -0.03% | -20.30% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.02% | +9.05% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | +0.13% | +0.33% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.44% | +0.10% | +0.14% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.30% | -0.06% | +0.70% | |
| 19 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.22% | -0.06% | -0.48% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | — | +7.94% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | +0.12% | +18.40% | |
| 22 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.16% | +0.39% | +1.79% | |
| 23 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.10% | -0.04% | -0.68% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | +0.04% | +1.44% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.03% | -0.32% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.05% | +9.19% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.13% | -0.38% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | +0.07% | +5.31% | |
| 29 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.85% | +0.04% | +0.10% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-Other | 0.82% | +0.02% | +32.47% | |
| 31 | CTAS | Cintas CORP | Stock-Industrials | 0.78% | -0.06% | -6.30% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | +0.02% | +11.45% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.01% | +4.77% | |
| 34 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 0.60% | -0.03% | -25.88% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.10% | +16.50% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.16% | +10.14% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.07% | +11.77% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.22% | +5.32% | |
| 39 | BLK | Blackrock Inc | Stock-Financials | 0.57% | -0.10% | — | |
| 40 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.54% | -0.03% | — | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.02% | -22.92% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | — | -14.28% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | — | -26.10% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.51% | -0.36% | EXIT | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.04% | +21.22% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.12% | EXIT | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.02% | +8.35% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.43% | -0.04% | +17.89% | |
| 49 | FDX | Fedex CORP | Stock-Industrials | 0.42% | -0.05% | +28.20% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.42% | +0.04% | +5.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | +2.6% | NEW | New buy |
| 2 | MTUM | Ishares Msci USA Momentum Fa | +1% | NEW | New buy |
| 3 | BLK | Blackrock Inc | +0.6% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +0.4% | +18.40% | Add |
| 5 | BINC | Ishares Flex I A Etf-usd Inc | +0.4% | +26.05% | Add |
| 6 | IAU | Ishares Gold Trust | +0.4% | NEW | New buy |
| 7 | TSLA | Tesla Inc | +0.3% | +5.31% | Add |
| 8 | AAPL | Apple Inc | +0.3% | +1.88% | Add |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | +0.2% | +9.19% | Add |
| 11 | RDVY | First Trust Rising Dividend | +0.2% | +32.47% | Add |
| 12 | AMGN | Amgen Inc | +0.2% | +313.12% | Add |
| 13 | DHR | Danaher CORP | +0.1% | NEW | New buy |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | +96.55% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | +0.33% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +1.44% | Add |
| 17 | CRM | Salesforce Inc | +0.1% | +8.51% | Add |
| 18 | FDX | Fedex CORP | +0.1% | +28.20% | Add |
| 19 | NOW | Servicenow Inc | +0.1% | +11.62% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | +8.35% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.38% | Trim |
| 22 | ZDEK | Inno Equ Def Pro ETF - 1 De | +0.1% | NEW | New buy |
| 23 | MSFT | Microsoft CORP | +0.1% | +9.05% | Add |
| 24 | SUB | Ishares Short-term National | +0.1% | NEW | New buy |
| 25 | C | Citigroup Inc | +0.1% | +5.59% | Add |
| 26 | ZNOV | Invtr Equ De Pr ETF - 1 Yr N | +0.1% | NEW | New buy |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +15.27% | Add |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +7.94% | Add |
| 29 | MCD | Mcdonald's CORP | 0% | +16.50% | Add |
| 30 | HON | Honeywell International Inc | 0% | +2.54% | Add |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +0.14% | Add |
| 32 | FBND | Fidelity Total Bond ETF | 0% | +6.51% | Add |
| 33 | RITM | Rithm Capital CORP | -0.1% | -24.61% | Trim |
| 34 | TGT | Target CORP | -0.1% | -35.68% | Trim |
| 35 | MDT | Medtronic plc | -0.1% | -16.84% | Trim |
| 36 | NKE | Nike Inc -cl B | -0.1% | EXIT | Sold out |
| 37 | EFV | Ishares Msci Eafe Value ETF | -0.1% | +7.05% | Add |
| 38 | OXY | Occidental Petroleum CORP | -0.2% | EXIT | Sold out |
| 39 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | +7.38% | Add |
| 40 | CTAS | Cintas CORP | -0.2% | -6.30% | Trim |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -14.28% | Trim |
| 42 | STOT | Ss Dl St Dur Tr Tact ETF | -0.3% | -25.88% | Trim |
| 43 | JNJ | Johnson & Johnson | -0.3% | -22.92% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.3% | -26.10% | Trim |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.5% | -2.31% | Trim |
| 46 | BLKCHF | Blackrock Inc | -0.5% | EXIT | Sold out |
| 47 | USMV | Ishares Msci USA Min Vol Fac | -0.6% | -7.42% | Trim |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.6% | -20.30% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.7% | -4.88% | Trim |
| 50 | AGG | Ishares Core U.s. Aggregate | -2.7% | -33.94% | 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 134 disclosed positions in Q4 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, FBND) accounted for 21.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
JPIE
市值: $14.2M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $2.6M
During Q4 2024, Lineweaver Wealth Advisors, LLC's top holdings by market value included IVV (11.9%)、QUAL (7.7%)、FBND (4.7%). The largest single position, IVV, represented 11.9% of total portfolio value.
In Q4 2024, Lineweaver Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 3 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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