LW
| |
Lineweaver Wealth Advisors, LLC13F | |
| Lineweaver Wealth Advisors, LLC | |
| Last update 2025-05-02 | 143 Stocks (15 new) |
| Value $587.00 Mil | Turnover 11 % |
Lineweaver Wealth Advisors, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 112,745 | 63,370.7 | +2.67% | 10.790 | +0.28% | 0.010 | +16.68% | +7.37% | 623,772.3 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 242,297 | 41,410.7 | +3.50% | 7.050 | +0.24% | 0.080 | +12.61% | +4.33% | 53,585.8 | ||
FBND | Fidelity Total Bond ETF | 600,014 | 27,391.0 | +6.39% | 4.670 | +0.28% | 0.150 | +0.47% | +4.03% | 18,545.8 | ||
SMTH | ALPS Smith Core Plus Bond ETF | 1,010,919 | 26,167.5 | +70.38% | 4.460 | +1.84% | 1.480 | +0.23% | +3.45% | 1,886.0 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 258,580 | 25,579.8 | +9.29% | 4.360 | +0.37% | 0.020 | +0.07% | +3.61% | 128,257.8 | ||
BINC | iShares Flexible Income Active ETF | 415,580 | 21,768.4 | +57.31% | 3.710 | +1.35% | 0.240 | +2.34% | +3.84% | 9,787.2 | ||
JPIE | JPMorgan Income ETF | 468,214 | 21,572.0 | +50.58% | 3.670 | +1.23% | 0.620 | +1.79% | +3.86% | 3,988.3 | ||
AAPL | Apple Inc | 91,341 | 20,293.0 | -0.48% | 3.460 | -0.02% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
EFG | iShares MSCI EAFE Growth ETF | 202,429 | 20,248.5 | +62.40% | 3.450 | +1.33% | 0.170 | +14.45% | +16.19% | 13,101.8 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 183,567 | 17,195.9 | -21.70% | 2.930 | -0.84% | 0.070 | +1.95% | +6.79% | 23,944.1 |
Lineweaver Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Lineweaver Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMTH | ALPS Smith Core Plus Bond ETF | 2025-03-31 | Add Add | +1.84% | 25.2 ($25.67) 26.04 | $25.80 | 0.51% | Add 70.38% | 1,010,919 | 417,604 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | Add Add | +1.35% | 51.89 ($52.37) 52.82 | $52.59 | 0.42% | Add 57.31% | 415,580 | 151,406 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Add Add | +1.33% | 96.1 ($101.94) 106.32 | $111.41 | 9.29% | Add 62.4% | 202,429 | 77,779 | |
JPIE | JPMorgan Income ETF | 2025-03-31 | Add Add | +1.23% | 45.46 ($45.88) 46.18 | $46.06 | 0.40% | Add 50.58% | 468,214 | 157,279 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Reduce Reduce | -0.84% | 87.68 ($92.03) 94.57 | $94.16 | 2.31% | Reduce -21.7% | 183,567 | -50,884 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | Add Add | +0.48% | 51.88 ($56.57) 60.73 | $63.95 | 13.05% | Add 20.65% | 282,045 | 48,277 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.43% | 49.74 ($54.09) 58.96 | $62.87 | 16.23% | Add 98.18% | 86,227 | 42,718 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.37% | 95.85 ($97.76) 99.25 | $98.47 | 0.73% | Add 9.29% | 258,580 | 21,974 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.28% | 44.41 ($45.29) 45.98 | $45.63 | 0.75% | Add 6.39% | 600,014 | 36,039 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.28% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Add 2.67% | 112,745 | 2,929 |
Lineweaver Wealth Advisors, LLC Total Holding History ($B)
Lineweaver Wealth Advisors, LLC's Asset Allocation
Lineweaver Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lineweaver Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Lineweaver Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lineweaver Wealth Advisors, LLC's Holdings Heat Map
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Lineweaver Wealth Advisors, LLC's Holdings Bubble Chart
Lineweaver Wealth Advisors, LLC News
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