Life Line Wealth Management

Life Line Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Life Line Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 19.6 $55M 108k 511.23
Ishares Tr Core S&p500 Etf (IVV) 15.2 $43M 72k 588.68
Ishares Tr Russell 2000 Etf (IWM) 14.1 $40M 179k 220.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 13.2 $37M 207k 178.08
Ishares Tr Msci Usa Mmentm (MTUM) 12.9 $36M 175k 206.92
Ishares Tr Rus Mid Cap Etf (IWR) 12.5 $35M 396k 88.40
Ishares Tr Rus 1000 Grw Etf (IWF) 9.6 $27M 67k 401.58
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $1.5M 19k 81.58
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $594k 12k 49.62
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $592k 12k 50.32
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $502k 5.8k 87.33
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $463k 6.6k 70.00
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $450k 8.9k 50.37
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $432k 3.4k 128.81
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $422k 7.3k 58.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $411k 3.8k 106.85
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $397k 4.1k 96.90
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $382k 4.2k 91.42
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $371k 7.5k 49.55
Hims & Hers Health Com Cl A (HIMS) 0.1 $343k 14k 24.18
Ishares Tr Core Msci Intl (IDEV) 0.1 $292k 4.5k 64.47
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $284k 13k 22.72
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $270k 1.3k 210.48
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $214k 2.1k 100.32
Netflix (NFLX) 0.1 $210k 235.00 891.32