HoldingsChannel.com
Lineweaver Wealth Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 302,781 +302,781 $19,861
     USMV302,781+302,781$19,861
ISHARES CORE S&P 500 ETF (IVV) 61,277 +61,277 $19,807
     IVV61,277+61,277$19,807
ISHARES TR US TREAS BD ETF (GOVT) 701,031 +701,031 $18,184
     GOVT701,031+701,031$18,184
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 229,319 +229,319 $14,960
     IEFA229,319+229,319$14,960
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 157,108 +157,108 $11,418
     ITOT157,108+157,108$11,418
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 148,513 +148,513 $7,982
     IEMG148,513+148,513$7,982
FIDELITY CORPORATE BOND ETF (FCOR) 124,165 +124,165 $6,582
     FCOR124,165+124,165$6,582
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) 82,664 +82,664 $5,990
     FTEC82,664+82,664$5,990
ISHARES TR MBS ETF (MBB) 54,543 +54,543 $5,893
     MBB54,543+54,543$5,893
FIDELITY QUALITY FACTOR ETF (FQAL) 147,908 +147,908 $5,575
     FQAL147,908+147,908$5,575
ISHARES TR INTRM TR CRP ETF (IGIB) 91,365 +91,365 $5,296
     IGIB91,365+91,365$5,296
ISHARES TR LNG TR CRPRT BD (IGLB) 79,083 +79,083 $5,272
     IGLB79,083+79,083$5,272
APPLE INC COM USD0.00001 17,040 +17,040 $5,004
     AAPL17,040+17,040$5,004
ISHARES TR JP MOR EM MK ETF (EMB) 33,789 +33,789 $3,870
     EMB33,789+33,789$3,870
FIDELITY HIGH DIVIDEND ETF (FDVV) 110,742 +110,742 $3,594
     FDVV110,742+110,742$3,594
ISHARES TRUST CORE DIVID GWTH (DGRO) 85,303 +85,303 $3,588
     DGRO85,303+85,303$3,588
FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK (ONEQ) 9,998 +9,998 $3,495
     ONEQ9,998+9,998$3,495
FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) 65,439 +65,439 $3,314
     FLDR65,439+65,439$3,314
ISHARES CORE S&P SMALL CAP E (IJR) 27,921 +27,921 $2,341
     IJR27,921+27,921$2,341
ISHARES TR PFD AND INCM SEC (PFF) 57,052 +57,052 $2,144
     PFF57,052+57,052$2,144
ISHARES TR 20 YR TR BD ETF (TLT) 14,780 +14,780 $2,002
     TLT14,780+14,780$2,002
ISHARES CORE S&P MID CAP ETF (IJH) 9,255 +9,255 $1,904
     IJH9,255+9,255$1,904
FIDELITY MSCI UTILS INDEX ETF (FUTY) 38,191 +38,191 $1,615
     FUTY38,191+38,191$1,615
AMAZON.COM INC 547 +547 $1,010
     AMZN547+547$1,010
AT&T INC COM USD1 22,709 +22,709 $887
     T22,709+22,709$887
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B      $812
     BRK.B3,589+3,589$812
MICROSOFT CORP 4,993 +4,993 $787
     MSFT4,993+4,993$787
UNITEDHEALTH GROUP 2,632 +2,632 $773
     UNH2,632+2,632$773
PROCTER & GAMBLE CO COM 5,689 +5,689 $710
     PG5,689+5,689$710
JPMORGAN CHASE & CO COM USD1.00 4,728 +4,728 $659
     JPM4,728+4,728$659
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2021 CB 29,226 +29,226 $620
     BSCL29,226+29,226$620
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2022 CB 25,219 +25,219 $542
     BSCM25,219+25,219$542
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2021 HY 21,197 +21,197 $523
     BSJL21,197+21,197$523
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD (FDN) 3,738 +3,738 $520
     FDN3,738+3,738$520
MCDONALDS CORP 2,525 +2,525 $499
     MCD2,525+2,525$499
STARBUCKS CORP COM USD0.001 5,545 +5,545 $487
     SBUX5,545+5,545$487
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2023 CB 22,242 +22,242 $473
     BSCN22,242+22,242$473
JOHNSON &JOHNSON COM USD1.00 3,185 +3,185 $464
     JNJ3,185+3,185$464
VERIZON COMMUNICATIONS 7,006 +7,006 $430
     VZ7,006+7,006$430
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2022 HY 17,323 +17,323 $423
     BSJM17,323+17,323$423
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2024 CB 19,595 +19,595 $420
     BSCO19,595+19,595$420
DISNEY WALT CO 2,773 +2,773 $401
     DIS2,773+2,773$401
CROWN CASTLE INTL CORP NEW COM 2,636 +2,636 $374
     CCI2,636+2,636$374
PAYPAL HLDGS INC COM 3,457 +3,457 $373
     PYPL3,457+3,457$373
PROGRESSIVE CORP OHIO COM USD 1.00 4,790 +4,790 $346
     PGR4,790+4,790$346
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2024 HY 13,278 +13,278 $338
     BSJO13,278+13,278$338
VISA INC COM CL A 1,787 +1,787 $335
     V1,787+1,787$335
VMWARE INC CL A COM 2,182 +2,182 $331
     VMW2,182+2,182$331
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2023 HY 12,281 +12,281 $321
     BSJN12,281+12,281$321
NETFLIX COM INC COM 959 +959 $310
     NFLX959+959$310

See Full List: All Stocks Held By Lineweaver Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits

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

Size ($ in 1000's)
At 12/31/2019: $177,138
At 09/30/2019: $0

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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