Life Line Wealth Management

Latest statistics and disclosures from Life Line Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VLUE, IWD, IVV, IWM, IWR, and represent 87.69% of Life Line Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VLUE (+$75M), IWD (+$56M), IWM (+$39M), IWR (+$35M), GLD (+$26M), DNLI, RBRK, USFR, VUSB, JPST.
  • Started 7 new stock positions in DNLI, IWR, GLD, RBRK, VLUE, IWD, IWM.
  • Reduced shares in these 10 stocks: TLT (-$40M), BKLN (-$38M), SRLN (-$38M), IWF (-$27M), SPLV (-$27M), QUAL (-$27M), AGG (-$25M), IVV, BIL, SUSC.
  • Sold out of its positions in BKLN, IWF, SRLN.
  • Life Line Wealth Management was a net buyer of stock by $5.1M.
  • Life Line Wealth Management has $280M in assets under management (AUM), dropping by 5.69%.
  • Central Index Key (CIK): 0002035872

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Portfolio Holdings for Life Line Wealth Management

Life Line Wealth Management holds 25 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Value (VLUE) 26.8 $75M NEW 688k 109.04
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Ishares Tr Rus 1000 Val Etf (IWD) 19.8 $56M NEW 292k 189.80
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Ishares Tr Core S&p500 Etf (IVV) 14.7 $41M -8% 71k 576.82
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Ishares Tr Russell 2000 Etf (IWM) 13.9 $39M NEW 176k 220.89
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Ishares Tr Rus Mid Cap Etf (IWR) 12.4 $35M NEW 393k 88.14
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Spdr Gold Tr Gold Shs (GLD) 9.4 $26M NEW 108k 243.06
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $1.2M 22k 55.53
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $588k 12k 49.94
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $584k 12k 50.22
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $559k -98% 5.7k 98.10
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $472k -98% 6.6k 71.73
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $448k 8.8k 50.74
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $441k -98% 2.5k 179.32
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $428k 3.8k 112.97
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $423k 7.2k 59.02
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $422k 3.3k 126.19
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $409k -98% 4.0k 101.26
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $384k -34% 4.2k 91.81
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $368k 7.4k 49.78
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Ishares Tr Core Msci Intl (IDEV) 0.1 $316k 4.5k 70.83
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $299k -3% 13k 23.79
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Hims & Hers Health Com Cl A (HIMS) 0.1 $262k 14k 18.42
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Denali Therapeutics (DNLI) 0.1 $228k NEW 7.8k 29.13
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $212k 2.1k 100.67
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Rubrik Cl A (RBRK) 0.1 $212k NEW 6.6k 32.15
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Past Filings by Life Line Wealth Management

SEC 13F filings are viewable for Life Line Wealth Management going back to 2023