HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
124,521 | +4,338 | $59,489 |
| IVV | 124,521 | +4,338 | $59,489 |
| ISHARES TR (QUAL) |
225,629 | +22,991 | $33,205 |
| QUAL | 225,629 | +22,991 | $33,205 |
| ISHARES TR (USMV) |
260,818 | -26,420 | $20,353 |
| USMV | 260,818 | -26,420 | $20,353 |
| APPLE INC |
86,625 | +6,962 | $16,679 |
| AAPL | 86,625 | +6,962 | $16,679 |
| ISHARES TR (MBB) |
132,110 | +6,187 | $12,431 |
| MBB | 132,110 | +6,187 | $12,431 |
| INNOVATOR ETFS TR (PJUN) |
343,496 | -7,086 | $11,466 |
| PJUN | 343,496 | -7,086 | $11,466 |
| ISHARES TR (GOVT) |
495,333 | +1,733 | $11,413 |
| GOVT | 495,333 | +1,733 | $11,413 |
| ISHARES TR (EFG) |
109,665 | -39,944 | $10,625 |
| EFG | 109,665 | -39,944 | $10,625 |
| ISHARES TR (OEF) |
47,436 | +13,204 | $10,615 |
| OEF | 47,436 | +13,204 | $10,615 |
| ISHARES TR (EFV) |
202,854 | +4,299 | $10,569 |
| EFV | 202,854 | +4,299 | $10,569 |
| ISHARES TR (ESGU) |
93,698 | -5,938 | $9,832 |
| ESGU | 93,698 | -5,938 | $9,832 |
| MICROSOFT CORP |
19,302 | +926 | $7,263 |
| MSFT | 19,302 | +926 | $7,263 |
| FIDELITY MERRIMACK STR TR |
146,840 | +146,840 | $6,761 |
| FBND | 146,840 | +146,840 | $6,761 |
| ISHARES TR (AGG) |
67,995 | +67,995 | $6,751 |
| AGG | 67,995 | +67,995 | $6,751 |
| ISHARES TR (DGRO) |
111,225 | -30,563 | $5,986 |
| DGRO | 111,225 | -30,563 | $5,986 |
| FIDELITY COVINGTON TRUST |
129,995 | -25,119 | $5,496 |
| FDVV | 129,995 | -25,119 | $5,496 |
| INNOVATOR ETFS TR (PSTP) |
180,987 | +13,527 | $5,105 |
| PSTP | 180,987 | +13,527 | $5,105 |
 BERKSHIRE HATHAWAY INC DEL |
$4,111 | ||
| BRK.B | 11,527 | +1,417 | $4,111 |
| FIDELITY COMWLTH TR |
65,010 | -20,619 | $3,851 |
| ONEQ | 65,010 | -20,619 | $3,851 |
| ISHARES TR (ISTB) |
79,607 | +79,607 | $3,787 |
| ISTB | 79,607 | +79,607 | $3,787 |
| JPMORGAN CHASE & CO |
21,998 | +2,870 | $3,744 |
| JPM | 21,998 | +2,870 | $3,744 |
| UNITEDHEALTH GROUP INC |
6,328 | +205 | $3,338 |
| UNH | 6,328 | +205 | $3,338 |
| JOHNSON & JOHNSON |
21,007 | +3,872 | $3,294 |
| JNJ | 21,007 | +3,872 | $3,294 |
| SSGA ACTIVE TR |
70,314 | +70,314 | $3,294 |
| STOT | 70,314 | +70,314 | $3,294 |
| MERCK & CO INC |
29,165 | +5,704 | $3,180 |
| MRK | 29,165 | +5,704 | $3,180 |
| ALPHABET INC |
22,665 | +2,394 | $3,166 |
| GOOGL | 22,665 | +2,394 | $3,166 |
| AMAZON COM INC |
20,743 | -560 | $3,152 |
| AMZN | 20,743 | -560 | $3,152 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
60,042 | -7,344 | $3,103 |
| RDVY | 60,042 | -7,344 | $3,103 |
| PROCTER AND GAMBLE CO |
19,987 | -4,943 | $2,930 |
| PG | 19,987 | -4,943 | $2,930 |
| CHEVRON CORP NEW |
19,479 | +7,406 | $2,907 |
| CVX | 19,479 | +7,406 | $2,907 |
| INNOVATOR ETFS TR (PAUG) |
82,303 | -9,298 | $2,746 |
| PAUG | 82,303 | -9,298 | $2,746 |
| HOME DEPOT INC |
7,563 | +1,365 | $2,626 |
| HD | 7,563 | +1,365 | $2,626 |
| NVIDIA CORPORATION |
4,991 | +1,764 | $2,472 |
| NVDA | 4,991 | +1,764 | $2,472 |
| MCDONALDS CORP |
8,065 | +75 | $2,392 |
| MCD | 8,065 | +75 | $2,392 |
| TESLA INC |
9,161 | +1,271 | $2,276 |
| TSLA | 9,161 | +1,271 | $2,276 |
| EXXON MOBIL CORP |
22,747 | +8,141 | $2,275 |
| XOM | 22,747 | +8,141 | $2,275 |
| BROADCOM INC |
1,973 | +1,091 | $2,208 |
| AVGO | 1,973 | +1,091 | $2,208 |
| ISHARES TR (IJR) |
20,214 | -4,799 | $2,189 |
| IJR | 20,214 | -4,799 | $2,189 |
| HONEYWELL INTL INC |
10,278 | +4,954 | $2,159 |
| HON | 10,278 | +4,954 | $2,159 |
| NEXTERA ENERGY INC |
34,091 | +18,896 | $2,071 |
| NEE | 34,091 | +18,896 | $2,071 |
| ISHARES TR (IEFA) |
27,359 | -1,688 | $1,925 |
| IEFA | 27,359 | -1,688 | $1,925 |
| BLACKROCK INC |
2,363 | +190 | $1,924 |
| BLK | 2,363 | +190 | $1,924 |
| UNITED PARCEL SERVICE INC |
12,135 | +2,558 | $1,909 |
| UPS | 12,135 | +2,558 | $1,909 |
| VISA INC |
7,056 | +374 | $1,837 |
| V | 7,056 | +374 | $1,837 |
| MOODYS CORP |
4,637 | UNCH | $1,811 |
| MCO | 4,637 | UNCH | $1,811 |
| MONDELEZ INTL INC |
24,264 | -5,609 | $1,758 |
| MDLZ | 24,264 | -5,609 | $1,758 |
| MEDTRONIC PLC |
20,095 | +9,365 | $1,656 |
| MDT | 20,095 | +9,365 | $1,656 |
| CVS HEALTH CORP |
20,958 | -6,414 | $1,655 |
| CVS | 20,958 | -6,414 | $1,655 |
| INNOVATOR ETFS TR (PMAY) |
51,995 | -3,810 | $1,637 |
| PMAY | 51,995 | -3,810 | $1,637 |
| CINTAS CORP |
2,639 | +1,069 | $1,591 |
| CTAS | 2,639 | +1,069 | $1,591 |
See Full List: All Stocks Held By Lineweaver Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lineweaver Wealth Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $385,899 At 09/30/2023: $343,855 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 |
