Life Line Wealth Management

Life Line Wealth Management as of June 30, 2025

Portfolio Holdings for Life Line Wealth Management

Life Line Wealth Management holds 35 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 14.9 $46M 84k 551.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 14.5 $45M 245k 182.82
Ishares Tr Rus 1000 Grw Etf (IWF) 14.2 $44M 103k 424.58
Ishares Tr Msci Intl Qualty (IQLT) 13.6 $42M 974k 43.22
Ishares Gold Tr Ishares New (IAU) 13.0 $40M 644k 62.36
Ishares Msci Germany Etf (EWG) 8.4 $26M 615k 42.31
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.4 $26M 335k 77.50
Ishares Tr Core S&p500 Etf (IVV) 6.2 $19M 31k 620.89
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $2.9M 32k 91.97
Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $2.6M 11k 240.32
Ishares Tr Russell 2000 Etf (IWM) 0.8 $2.3M 11k 215.80
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.6 $1.8M 19k 93.99
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $1.3M 12k 112.00
Ishares Core Msci Emkt (IEMG) 0.4 $1.1M 18k 60.03
Hims & Hers Health Com Cl A (HIMS) 0.2 $698k 14k 49.85
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $609k 12k 49.86
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $604k 12k 50.31
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $547k 6.2k 88.26
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $484k 6.7k 72.82
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $463k 9.1k 50.68
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $432k 7.4k 58.78
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $432k 3.2k 135.30
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $413k 4.2k 99.19
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $412k 3.8k 109.62
Netflix (NFLX) 0.1 $388k 290.00 1339.13
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $382k 7.7k 49.76
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $379k 4.1k 91.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $373k 3.4k 110.09
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $354k 1.6k 227.08
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $337k 6.2k 54.46
Ishares Tr Core Msci Intl (IDEV) 0.1 $336k 4.4k 76.03
Ishares Tr Eafe Value Etf (EFV) 0.1 $313k 4.9k 63.49
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $251k 11k 23.23
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $239k 1.2k 195.41
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $219k 2.2k 100.56