Lineweaver Wealth Advisors, LLC Buys Fidelity Corporate Bond ETF, iShares Global Tech ETF, Fidelity High Dividend ETF, Sells BTC iShares MSCI USA Momentum Factor ETF, iShares U.S. Energy ETF, iShares Global Financials ETF

Investment company Lineweaver Wealth Advisors, LLC (Current Portfolio) buys Fidelity Corporate Bond ETF, iShares Global Tech ETF, Fidelity High Dividend ETF, BTC iShares MSCI EAFE Growth ETF, iShares 10-20 Year Treasury Bond ETF, sells BTC iShares MSCI USA Momentum Factor ETF, iShares U.S. Energy ETF, iShares Global Financials ETF, Middlefield Banc Corp, ISHARES TRUST during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Lineweaver Wealth Advisors, LLC. As of 2021Q3, Lineweaver Wealth Advisors, LLC owns 136 stocks with a total value of $327 million. These are the details of the buys and sells.

For the details of Lineweaver Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lineweaver+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Lineweaver Wealth Advisors, LLC
  1. iShares Core S&P 500 ETF (IVV) - 89,912 shares, 11.86% of the total portfolio. Shares added by 1.00%
  2. iShares MSCI USA ESG Optimized ETF (ESGU) - 286,049 shares, 8.62% of the total portfolio. Shares added by 9.94%
  3. BTC iShares U.S. Treasury Bond ETF (GOVT) - 685,576 shares, 5.57% of the total portfolio. Shares added by 4.84%
  4. BTC iShares MSCI EAFE Growth ETF (EFG) - 135,068 shares, 4.40% of the total portfolio. Shares added by 45.00%
  5. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 195,425 shares, 4.40% of the total portfolio. Shares added by 0.51%
New Purchase: Fidelity Corporate Bond ETF (FCOR)

Lineweaver Wealth Advisors, LLC initiated holding in Fidelity Corporate Bond ETF. The purchase prices were between $55.36 and $56.37, with an estimated average price of $55.93. The stock is now traded at around $55.070300. The impact to a portfolio due to this purchase was 2.06%. The holding were 121,496 shares as of 2021-09-30.

New Purchase: Fidelity High Dividend ETF (FDVV)

Lineweaver Wealth Advisors, LLC initiated holding in Fidelity High Dividend ETF. The purchase prices were between $36.65 and $38.5, with an estimated average price of $37.81. The stock is now traded at around $39.130000. The impact to a portfolio due to this purchase was 1.52%. The holding were 134,525 shares as of 2021-09-30.

New Purchase: iShares 10-20 Year Treasury Bond ETF (TLH)

Lineweaver Wealth Advisors, LLC initiated holding in iShares 10-20 Year Treasury Bond ETF. The purchase prices were between $146.18 and $152.73, with an estimated average price of $150.28. The stock is now traded at around $145.970000. The impact to a portfolio due to this purchase was 1.17%. The holding were 26,091 shares as of 2021-09-30.

New Purchase: Innovator U.S. Equity Power Buffer ETF - April (PAPR)

Lineweaver Wealth Advisors, LLC initiated holding in Innovator U.S. Equity Power Buffer ETF - April. The purchase prices were between $28.3 and $28.9, with an estimated average price of $28.68. The stock is now traded at around $29.050000. The impact to a portfolio due to this purchase was 0.76%. The holding were 86,397 shares as of 2021-09-30.

New Purchase: Innovator U.S. Equity Power Buffer ETF - July (PJUL)

Lineweaver Wealth Advisors, LLC initiated holding in Innovator U.S. Equity Power Buffer ETF - July. The purchase prices were between $29.41 and $30.17, with an estimated average price of $29.9. The stock is now traded at around $30.310000. The impact to a portfolio due to this purchase was 0.57%. The holding were 63,100 shares as of 2021-09-30.

New Purchase: Moody's Corporation (MCO)

Lineweaver Wealth Advisors, LLC initiated holding in Moody's Corporation. The purchase prices were between $355.11 and $386.84, with an estimated average price of $376.82. The stock is now traded at around $381.660000. The impact to a portfolio due to this purchase was 0.54%. The holding were 4,952 shares as of 2021-09-30.

Added: iShares Global Tech ETF (IXN)

Lineweaver Wealth Advisors, LLC added to a holding in iShares Global Tech ETF by 1183.01%. The purchase prices were between $56.11 and $60.64, with an estimated average price of $58.53. The stock is now traded at around $59.440000. The impact to a portfolio due to this purchase was 1.82%. The holding were 113,559 shares as of 2021-09-30.

Added: BTC iShares MSCI EAFE Growth ETF (EFG)

Lineweaver Wealth Advisors, LLC added to a holding in BTC iShares MSCI EAFE Growth ETF by 45.00%. The purchase prices were between $105.79 and $113.94, with an estimated average price of $110.09. The stock is now traded at around $110.340000. The impact to a portfolio due to this purchase was 1.37%. The holding were 135,068 shares as of 2021-09-30.

Added: Cintas Corp (CTAS)

Lineweaver Wealth Advisors, LLC added to a holding in Cintas Corp by 425.73%. The purchase prices were between $369.15 and $406.53, with an estimated average price of $391.25. The stock is now traded at around $426.830000. The impact to a portfolio due to this purchase was 0.77%. The holding were 8,154 shares as of 2021-09-30.

Added: Procter & Gamble Co (PG)

Lineweaver Wealth Advisors, LLC added to a holding in Procter & Gamble Co by 57.04%. The purchase prices were between $135.24 and $145.68, with an estimated average price of $141.69. The stock is now traded at around $140.830000. The impact to a portfolio due to this purchase was 0.27%. The holding were 17,518 shares as of 2021-09-30.

Added: Thermo Fisher Scientific Inc (TMO)

Lineweaver Wealth Advisors, LLC added to a holding in Thermo Fisher Scientific Inc by 73.90%. The purchase prices were between $509.53 and $609.78, with an estimated average price of $548.6. The stock is now traded at around $611.960000. The impact to a portfolio due to this purchase was 0.21%. The holding were 2,819 shares as of 2021-09-30.

Added: Verizon Communications Inc (VZ)

Lineweaver Wealth Advisors, LLC added to a holding in Verizon Communications Inc by 23.00%. The purchase prices were between $54.01 and $56.55, with an estimated average price of $55.34. The stock is now traded at around $52.930000. The impact to a portfolio due to this purchase was 0.09%. The holding were 27,734 shares as of 2021-09-30.

Sold Out: BTC iShares MSCI USA Momentum Factor ETF (MTUM)

Lineweaver Wealth Advisors, LLC sold out a holding in BTC iShares MSCI USA Momentum Factor ETF. The sale prices were between $166.71 and $183.38, with an estimated average price of $177.41.

Sold Out: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Lineweaver Wealth Advisors, LLC sold out a holding in Invesco BulletShares 2022 Corporate Bond ETF. The sale prices were between $21.48 and $21.52, with an estimated average price of $21.5.

Sold Out: Vale SA (VALE)

Lineweaver Wealth Advisors, LLC sold out a holding in Vale SA. The sale prices were between $13.8 and $22.94, with an estimated average price of $19.65.



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