Holdings Channel
EntityShares/Amount
Change
Position Value
Change
NVO +2,362+$303
FPX +2,739+$290
CEG +1,451+$268
AMD +1,361+$246
PSX +1,384+$226
FIGS +19,000+$95
EntityShares/Amount
Change
Position Value
Change
SPY -999-$475
FDN -2,479-$462
PFE -23,130-$378
SBUX -2,838-$273
IUSB -5,519-$254
BA -970-$253
CMCSA -4,668-$205
NYCB -16,779-$172
EntityShares/Amount
Change
Position Value
Change
GOVT +31,023+$572
PSTP +15,573+$694
WMT +11,665+$112
BUFF +10,479+$465
QUAL +7,018+$5,036
MBB +6,440+$375
BKKT +6,000-$20
FBND +5,682+$150
JMUB +5,147+$257
EFV +4,901+$733
EntityShares/Amount
Change
Position Value
Change
PJUN -6,856+$155
PAUG -5,735-$37
PAPR -4,204-$112
NSC -3,830-$870
PMAR -3,165-$86
IGIB -1,966-$111
DGRO -1,686+$374
RDVY -1,581+$181
USMV -1,559+$1,317
Size ($ in 1000's)
At 03/31/2024: $420,847
At 12/31/2023: $385,899

Lineweaver Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lineweaver Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Lineweaver Wealth Advisors LLC
As of  03/31/2024, we find all stocks held by Lineweaver Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each Lineweaver Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Lineweaver Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Lineweaver Wealth Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ISHARES TR (IVV) 127,185 +2,664 $66,884
     IVV127,185+2,664$66,884
ISHARES TR (QUAL) 232,647 +7,018 $38,241
     QUAL232,647+7,018$38,241
ISHARES TR (USMV) 259,259 -1,559 $21,670
     USMV259,259-1,559$21,670
APPLE INC 87,576 +951 $15,020
     AAPL87,576+951$15,020
ISHARES TR (MBB) 138,550 +6,440 $12,806
     MBB138,550+6,440$12,806
ISHARES TR (OEF) 50,312 +2,876 $12,468
     OEF50,312+2,876$12,468
ISHARES TR (GOVT) 526,356 +31,023 $11,985
     GOVT526,356+31,023$11,985
INNOVATOR ETFS TRUST (PJUN) 336,640 -6,856 $11,621
     PJUN336,640-6,856$11,621
ISHARES TR (EFG) 111,437 +1,772 $11,570
     EFG111,437+1,772$11,570
ISHARES TR (EFV) 207,755 +4,901 $11,302
     EFV207,755+4,901$11,302
ISHARES TR (ESGU) 92,981 -717 $10,690
     ESGU92,981-717$10,690
MICROSOFT CORP 19,497 +195 $8,208
     MSFT19,497+195$8,208
FIDELITY MERRIMACK STR TR 152,522 +5,682 $6,911
     FBND152,522+5,682$6,911
ISHARES TR (AGG) 70,394 +2,399 $6,896
     AGG70,394+2,399$6,896
ISHARES TR (DGRO) 109,539 -1,686 $6,360
     DGRO109,539-1,686$6,360
FIDELITY COVINGTON TRUST 128,808 -1,187 $5,836
     FDVV128,808-1,187$5,836
INNOVATOR ETFS TRUST (PSTP) 196,560 +15,573 $5,799
     PSTP196,560+15,573$5,799
BERKSHIRE HATHAWAY INC DEL      $5,055
     BRK.B12,022+495$5,055
JPMORGAN CHASE & CO 22,782 +784 $4,565
     JPM22,782+784$4,565
NVIDIA CORPORATION 5,017 +26 $4,534
     NVDA5,017+26$4,534
FIDELITY COMWLTH TR 64,896 -114 $4,180
     ONEQ64,896-114$4,180
MERCK & CO INC 31,442 +2,277 $4,150
     MRK31,442+2,277$4,150
ISHARES TR (ISTB) 83,313 +3,706 $3,953
     ISTB83,313+3,706$3,953
AMAZON COM INC 20,976 +233 $3,784
     AMZN20,976+233$3,784
JOHNSON & JOHNSON 23,262 +2,255 $3,680
     JNJ23,262+2,255$3,680
ALPHABET INC 23,108 +443 $3,488
     GOOGL23,108+443$3,488
SSGA ACTIVE TR 72,468 +2,154 $3,406
     STOT72,468+2,154$3,406
UNITEDHEALTH GROUP INC 6,730 +402 $3,337
     UNH6,730+402$3,337
PROCTER AND GAMBLE CO 20,425 +438 $3,315
     PG20,425+438$3,315
FIRST TR EXCHANGE TRADED FD (RDVY) 58,461 -1,581 $3,284
     RDVY58,461-1,581$3,284
CHEVRON CORP NEW 20,601 +1,122 $3,251
     CVX20,601+1,122$3,251
HOME DEPOT INC 7,850 +287 $3,015
     HD7,850+287$3,015
EXXON MOBIL CORP 25,021 +2,274 $2,909
     XOM25,021+2,274$2,909
INNOVATOR ETFS TRUST (PAUG) 76,568 -5,735 $2,709
     PAUG76,568-5,735$2,709
BROADCOM INC 2,013 +40 $2,674
     AVGO2,013+40$2,674
MCDONALDS CORP 8,521 +456 $2,405
     MCD8,521+456$2,405
NEXTERA ENERGY INC 36,845 +2,754 $2,355
     NEE36,845+2,754$2,355
HONEYWELL INTL INC 11,011 +733 $2,264
     HON11,011+733$2,264
ISHARES TR (IJR) 19,968 -246 $2,208
     IJR19,968-246$2,208
ISHARES TR (IEFA) 27,742 +383 $2,060
     IEFA27,742+383$2,060
UNITED PARCEL SERVICE INC 13,654 +1,519 $2,029
     UPS13,654+1,519$2,029
BLACKROCK INC 2,416 +53 $2,025
     BLK2,416+53$2,025
VISA INC 7,161 +105 $2,000
     V7,161+105$2,000
MEDTRONIC PLC 22,667 +2,572 $1,975
     MDT22,667+2,572$1,975
TESLA INC 11,045 +1,884 $1,942
     TSLA11,045+1,884$1,942
CVS HEALTH CORP 22,934 +1,976 $1,829
     CVS22,934+1,976$1,829
MOODYS CORP 4,647 +10 $1,826
     MCO4,647+10$1,826
PROGRESSIVE CORP 8,611 -230 $1,781
     PGR8,611-230$1,781
SALESFORCE INC 5,703 -128 $1,718
     CRM5,703-128$1,718
INNOVATOR ETFS TRUST (PMAY) 51,995 UNCH $1,688
     PMAY51,995UNCH$1,688
BANK AMERICA CORP 43,853 +2,727 $1,663
     BAC43,853+2,727$1,663
CITIGROUP INC 26,236 +2,027 $1,659
     C26,236+2,027$1,659
ELI LILLY & CO 2,111 +61 $1,645
     LLY2,111+61$1,645
PEPSICO INC 9,389 +236 $1,644
     PEP9,389+236$1,644
MONDELEZ INTL INC 23,302 -962 $1,631
     MDLZ23,302-962$1,631
DELL TECHNOLOGIES INC 14,234 +976 $1,624
     DELL14,234-6,524$1,624
LOCKHEED MARTIN CORP 3,470 +299 $1,582
     LMT3,470+299$1,582
CINTAS CORP 2,245 -394 $1,542
     CTAS2,245-394$1,542
CISCO SYS INC 29,887 +3,104 $1,492
     CSCO29,887+3,104$1,492
QUALCOMM INC 8,188 +449 $1,388
     QCOM8,188+449$1,388
COSTCO WHSL CORP NEW 1,861 -133 $1,368
     COST1,861-133$1,368
JOHNSON CTLS INTL PLC 20,717 +1,471 $1,354
     JCI20,717+1,471$1,354
UNILEVER PLC 26,730 +973 $1,341
     UL26,730+973$1,341
MCKESSON CORP 2,471 UNCH $1,327
     MCK2,471UNCH$1,327
GOLDMAN SACHS GROUP INC 3,110 +211 $1,303
     GS3,110+211$1,303
INNOVATOR ETFS TRUST (PFEB) 37,785 -431 $1,291
     PFEB37,785-431$1,291
META PLATFORMS INC 2,651 +232 $1,288
     META2,651+232$1,288
J P MORGAN EXCHANGE TRADED F (JMUB) 24,629 +5,147 $1,250
     JMUB24,629+5,147$1,250
RITHM CAPITAL CORP 110,959 +190 $1,238
     RITM110,959+190$1,238
AIR PRODS & CHEMS INC 5,068 +1,167 $1,230
     APD5,068+1,167$1,230
INNOVATOR ETFS TRUST (PJAN) 29,550 -1,500 $1,156
     PJAN29,550-1,500$1,156
ISHARES TR (MUB) 10,680 +2,421 $1,149
     MUB10,680+2,421$1,149
ISHARES TR (IGIB) 22,052 -1,966 $1,138
     IGIB22,052-1,966$1,138
INNOVATOR ETFS TRUST (BUFF) 26,994 +10,479 $1,127
     BUFF26,994+10,479$1,127
DUKE ENERGY CORP NEW 11,340 +1,238 $1,096
     DUK11,340+1,238$1,096
SERVICENOW INC 1,403 -30 $1,070
     NOW1,403-30$1,070
WALMART INC 17,723 +11,665 $1,067
     WMT17,723+11,665$1,067
LINCOLN ELEC HLDGS INC 4,019 UNCH $1,027
     LECO4,019UNCH$1,027
DEERE & CO 2,471 +1,668 $1,016
     DE2,471+1,668$1,016
SOUTHERN CO 13,856 +1,946 $994
     SO13,856+1,946$994
INNOVATOR ETFS TRUST (PAPR) 27,972 -4,204 $940
     PAPR27,972-4,204$940
NETFLIX INC 1,538 -82 $934
     NFLX1,538-82$934
THERMO FISHER SCIENTIFIC INC 1,594 -6 $927
     TMO1,594-6$927
MIDDLEFIELD BANC CORP 38,502 UNCH $919
     MBCN38,502UNCH$919
TARGET CORP 5,123 +71 $909
     TGT5,123+71$909
J P MORGAN EXCHANGE TRADED F (JEPI) 15,026 +2,069 $869
     JEPI15,026+2,069$869
INNOVATOR ETFS TRUST (PMAR) 22,711 -3,165 $836
     PMAR22,711-3,165$836
DISNEY WALT CO 6,326 +66 $774
     DIS6,326+66$774
ISHARES TR (PFF) 23,072 UNCH $744
     PFF23,072UNCH$744
AMERICAN TOWER CORP NEW 3,634 +320 $720
     AMT3,634+320$720
OCCIDENTAL PETE CORP 10,964 +752 $713
     OXY10,964+752$713
UBER TECHNOLOGIES INC 9,007 -479 $693
     UBER9,007-479$693
CORNING INC 19,627 +1,883 $647
     GLW19,627+1,883$647
ALPHABET INC 4,130 UNCH $629
     GOOG4,130UNCH$629
ISHARES TR (FALN) 22,459 -142 $603
     FALN22,459-142$603
NIKE INC 6,118 -878 $576
     NKE6,118-878$576
J P MORGAN EXCHANGE TRADED F (JMST) 11,281 +2,391 $572
     JMST11,281+2,391$572
VANGUARD SCOTTSDALE FDS (VCIT) 6,705 +45 $540
     VCIT6,705+45$540
INNOVATOR ETFS TRUST (PJUL) 14,139 -585 $537
     PJUL14,139-585$537
ALBEMARLE CORP 3,776 +675 $498
     ALB3,776+675$498
MASTERCARD INCORPORATED 1,018 +1 $492
     MA1,018+1$492
NORFOLK SOUTHN CORP 1,890 -3,830 $484
     NSC1,890-3,830$484
AMGEN INC 1,568 +9 $445
     AMGN1,568+9$445
INTERNATIONAL BUSINESS MACHS 2,323 -930 $444
     IBM2,323-930$444
AMERICAN EQTY INVT LIFE HLD 7,289 UNCH $410
     AEL7,289UNCH$410
ABBVIE INC 2,021 +11 $368
     ABBV2,021+11$368
FORD MTR CO DEL 26,429 +562 $351
     F26,429+562$351
LULULEMON ATHLETICA INC 857 -13 $335
     LULU857-13$335
SPROTT PHYSICAL GOLD TR 18,615 UNCH $322
     PHYS18,615UNCH$322
VANGUARD SPECIALIZED FUNDS (VIG) 1,698 +1 $310
     VIG1,698+1$310
NOVO NORDISK A S 2,362 +2,362 $303
     NVO2,362+2,362$303
FIRST TR EXCHANGE TRADED FD (FPX) 2,739 +2,739 $290
     FPX2,739+2,739$290
CONOCOPHILLIPS 2,241 -137 $285
     COP2,241-137$285
AT&T INC 15,398 +108 $271
     T15,398+108$271
CONSTELLATION ENERGY CORP 1,451 +1,451 $268
     CEG1,451+1,451$268
FIDELITY COVINGTON TRUST 1,638 +3 $255
     FTEC1,638+3$255
ADVANCED MICRO DEVICES INC 1,361 +1,361 $246
     AMD1,361+1,361$246
INVESCO EXCH TRD SLF IDX FD 11,059 +36 $232
     BSCO11,059+36$232
ADOBE INC 452 +2 $228
     ADBE452+2$228
PHILLIPS 66 1,384 +1,384 $226
     PSX1,384+1,384$226
SPDR SER TR (KBE) 4,284 -1,134 $202
     KBE4,284-1,134$202
FIGS INC 19,000 +19,000 $95
     FIGS19,000+19,000$95
PROSPECT CAP CORP      $35
     NOTE 635,000UNCH$35
BAKKT HOLDINGS INC 19,170 +6,000 $9
     BKKT19,170+6,000$9
BOEING CO $0 (exited)
     BA0-970$0
COMCAST CORP NEW $0 (exited)
     CMCSA0-4,668$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FDN0-2,479$0
ISHARES TR $0 (exited)
     IUSB0-5,519$0
NEW YORK CMNTY BANCORP INC $0 (exited)
     NYCB0-16,779$0
PFIZER INC $0 (exited)
     PFE0-13,130$0
     Call0-10,000$0
STARBUCKS CORP $0 (exited)
     SBUX0-2,838$0
SPDR S&P 500 ETF TR 0 -999 $0 (exited)
     SPY0-999$0

See Summary: Lineweaver Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Lineweaver Wealth Advisors LLC

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