HoldingsChannel.com
Lineweaver Wealth Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR US TREAS BD ETF (GOVT) 650,602 -50,429 $18,260
     GOVT650,602-50,429$18,260
ISHARES CORE S&P 500 ETF (IVV) 63,321 +2,044 $16,396
     IVV63,321+2,044$16,396
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 253,034 -49,747 $13,681
     USMV253,034-49,747$13,681
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 232,372 +3,053 $11,621
     IEFA232,372+3,053$11,621
FIDELITY QUALITY FACTOR ETF (FQAL) 251,910 +104,002 $7,716
     FQAL251,910+104,002$7,716
ISHARES TR ESG MSCI USA ETF (ESGU) 123,157 +123,157 $7,100
     ESGU123,157+123,157$7,100
ISHARES TR INTRM TR CRP ETF (IGIB) 93,974 +2,609 $5,168
     IGIB93,974+2,609$5,168
FIDELITY CORPORATE BOND ETF (FCOR) 101,955 -22,210 $5,108
     FCOR101,955-22,210$5,108
ISHARES TR LNG TR CRPRT BD (IGLB) 79,751 +668 $5,073
     IGLB79,751+668$5,073
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 105,991 -42,522 $4,305
     IEMG105,991-42,522$4,305
APPLE INC COM USD0.00001 16,897 -143 $4,299
     AAPL16,897-143$4,299
ISHARES TRUST 0 5YR HIGH YIELD CORP BD (SHYG) 104,580 +104,580 $4,281
     SHYG104,580+104,580$4,281
ISHARES INC ESG MSCI EM ETF (ESGE) 153,490 +153,490 $4,211
     ESGE153,490+153,490$4,211
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) 60,956 -21,708 $3,832
     FTEC60,956-21,708$3,832
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 63,000 -94,108 $3,612
     ITOT63,000-94,108$3,612
ISHARES TR MBS ETF (MBB) 31,733 -22,810 $3,508
     MBB31,733-22,810$3,508
ISHARES TR JP MOR EM MK ETF (EMB) 36,064 +2,275 $3,486
     EMB36,064+2,275$3,486
FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) 66,116 +677 $3,235
     FLDR66,116+677$3,235
FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK (ONEQ) 9,368 -630 $2,797
     ONEQ9,368-630$2,797
ISHARES TRUST CORE DIVID GWTH (DGRO) 85,474 +171 $2,785
     DGRO85,474+171$2,785
FIDELITY HIGH DIVIDEND ETF (FDVV) 111,187 +445 $2,547
     FDVV111,187+445$2,547
ISHARES INC MSCI USA EQUAL WEIGHTED ETF INDEX FD (EUSA) 43,688 +43,688 $2,045
     EUSA43,688+43,688$2,045
ISHARES TR PFD AND INCM SEC (PFF) 57,426 +374 $1,828
     PFF57,426+374$1,828
ISHARES CORE S&P SMALL CAP E (IJR) 27,902 -19 $1,562
     IJR27,902-19$1,562
ISHARES TR 20 YR TR BD ETF (TLT) 9,421 -5,359 $1,556
     TLT9,421-5,359$1,556
FIDELITY MSCI UTILS INDEX ETF (FUTY) 38,196 +5 $1,372
     FUTY38,196+5$1,372
AMAZON.COM INC 605 +58 $1,208
     AMZN605+58$1,208
MICROSOFT CORP 6,677 +1,684 $1,056
     MSFT6,677+1,684$1,056
UNITEDHEALTH GROUP 3,300 +668 $811
     UNH3,300+668$811
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B      $736
     BRK.B4,020+431$736
PROCTER & GAMBLE CO COM 6,402 +713 $704
     PG6,402+713$704
AT&T INC COM USD1 23,079 +370 $672
     T23,079+370$672
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2021 CB 29,360 +134 $615
     BSCL29,360+134$615
JPMORGAN CHASE & CO COM USD1.00 6,169 +1,441 $544
     JPM6,169+1,441$544
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2022 CB 25,339 +120 $536
     BSCM25,339+120$536
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD (FDN) 4,219 +481 $522
     FDN4,219+481$522
JOHNSON &JOHNSON COM USD1.00 3,729 +544 $495
     JNJ3,729+544$495
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2021 HY 21,385 +188 $473
     BSJL21,385+188$473
PAYPAL HLDGS INC COM 4,949 +1,492 $473
     PYPL4,949+1,492$473
VERIZON COMMUNICATIONS 8,695 +1,689 $467
     VZ8,695+1,689$467
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2023 CB 22,354 +112 $463
     BSCN22,354+112$463
CROWN CASTLE INTL CORP NEW COM 2,888 +252 $417
     CCI2,888+252$417
ALPHABET INC CAP STK CL A 348 +125 $415
     GOOGL348+125$415
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2024 CB 19,693 +98 $406
     BSCO19,693+98$406
MCDONALDS CORP 2,476 -49 $399
     MCD2,476-49$399
VISA INC COM CL A 2,462 +675 $398
     V2,462+675$398
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2022 HY 17,489 +166 $378
     BSJM17,489+166$378
TESLA INC COM 699 +58 $376
     TSLA699+58$376
NETFLIX COM INC COM 977 +18 $366
     NFLX977+18$366
PROGRESSIVE CORP OHIO COM USD 1.00 4,916 +126 $363
     PGR4,916+126$363

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 03/31/2020: $159,170
At 12/31/2019: $177,138

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

Lineweaver Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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