Lineweaver Wealth Advisors

Lineweaver Wealth Advisors as of March 31, 2025

Portfolio Holdings for Lineweaver Wealth Advisors

Lineweaver Wealth Advisors holds 143 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.8 $63M 113k 562.07
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.1 $41M 242k 170.91
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.7 $27M 600k 45.65
Alps Etf Tr Smith Core Plus (SMTH) 4.5 $26M 1.0M 25.88
Ishares Tr Core Us Aggbd Et (AGG) 4.4 $26M 259k 98.92
Blackrock Etf Trust Ii Ishares Flexible (BINC) 3.7 $22M 416k 52.38
J P Morgan Exchange Traded F Income Etf (JPIE) 3.7 $22M 468k 46.07
Apple (AAPL) 3.5 $20M 91k 222.17
Ishares Tr Eafe Grwth Etf (EFG) 3.4 $20M 202k 100.03
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $17M 184k 93.68
Ishares Tr Eafe Value Etf (EFV) 2.8 $17M 282k 58.94
Ishares Tr S&p 100 Etf (OEF) 2.2 $13M 47k 271.25
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 2.0 $12M 314k 37.01
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.7 $9.7M 202k 48.36
Microsoft Corporation (MSFT) 1.6 $9.5M 25k 375.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $8.1M 15k 532.57
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.3 $7.5M 154k 48.78
Ishares Tr Core Div Grwth (DGRO) 1.2 $6.9M 112k 61.78
NVIDIA Corporation (NVDA) 1.2 $6.8M 63k 108.38
Innovator Etfs Trust Power Buffer Set (PSTP) 1.1 $6.6M 211k 31.41
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 1.1 $6.3M 83k 76.09
JPMorgan Chase & Co. (JPM) 1.1 $6.2M 25k 245.34
Ishares Tr Msci Usa Mmentm (MTUM) 1.0 $5.9M 29k 202.64
Fidelity Covington Trust High Divid Etf (FDVV) 1.0 $5.7M 115k 49.60
Broadcom (AVGO) 0.9 $5.2M 31k 167.46
Ishares Gold Tr Ishares New (IAU) 0.9 $5.1M 86k 58.96
Cintas Corporation (CTAS) 0.8 $5.0M 24k 205.53
Amazon (AMZN) 0.8 $4.9M 26k 190.26
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.8 $4.5M 78k 58.54
Alphabet Cap Stk Cl A (GOOGL) 0.7 $4.2M 27k 154.68
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.7 $4.1M 60k 68.06
Home Depot (HD) 0.7 $3.9M 11k 366.55
McDonald's Corporation (MCD) 0.7 $3.8M 12k 312.58
Exxon Mobil Corporation (XOM) 0.6 $3.8M 32k 118.96
Tesla Motors (TSLA) 0.6 $3.5M 14k 259.16
Johnson & Johnson (JNJ) 0.6 $3.5M 21k 165.82
Blackrock (BLK) 0.6 $3.5M 3.7k 951.26
Chevron Corporation (CVX) 0.6 $3.5M 21k 167.28
Procter & Gamble Company (PG) 0.5 $3.1M 18k 170.47
Abbvie (ABBV) 0.5 $3.1M 15k 209.63
Nextera Energy (NEE) 0.5 $3.1M 44k 70.89
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.5 $2.9M 77k 37.78
Merck & Co (MRK) 0.5 $2.8M 31k 89.78
Visa Com Cl A (V) 0.5 $2.8M 7.9k 350.95
UnitedHealth (UNH) 0.4 $2.6M 5.0k 525.33
Progressive Corporation (PGR) 0.4 $2.4M 8.6k 283.02
Citigroup Com New (C) 0.4 $2.4M 34k 70.99
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.4M 31k 75.66
Meta Platforms Cl A (META) 0.4 $2.3M 3.9k 577.30
Pepsi (PEP) 0.4 $2.2M 15k 150.06
Mondelez Intl Cl A (MDLZ) 0.4 $2.2M 32k 67.84
Bank of America Corporation (BAC) 0.4 $2.1M 50k 41.73
Goldman Sachs (GS) 0.4 $2.1M 3.8k 547.29
Johnson Ctls Intl SHS (JCI) 0.3 $2.1M 26k 80.11
FedEx Corporation (FDX) 0.3 $2.0M 8.3k 244.40
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.3 $2.0M 43k 47.25
Lockheed Martin Corporation (LMT) 0.3 $2.0M 4.5k 447.96
Honeywell International (HON) 0.3 $2.0M 9.4k 212.05
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.0M 19k 104.60
Eli Lilly & Co. (LLY) 0.3 $1.9M 2.3k 827.82
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $1.8M 37k 50.00
Duke Energy Corp Com New (DUK) 0.3 $1.8M 15k 121.96
Costco Wholesale Corporation (COST) 0.3 $1.8M 1.9k 949.43
Medtronic SHS (MDT) 0.3 $1.8M 20k 89.87
Unilever Spon Adr New (UL) 0.3 $1.8M 30k 59.55
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.3 $1.8M 49k 35.80
Amgen (AMGN) 0.3 $1.8M 5.6k 312.41
salesforce (CRM) 0.3 $1.7M 6.5k 268.75
Wal-Mart Stores (WMT) 0.3 $1.7M 20k 87.80
Air Products & Chemicals (APD) 0.3 $1.7M 5.8k 295.24
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.3 $1.7M 38k 44.09
Southern Company (SO) 0.3 $1.7M 18k 91.94
McKesson Corporation (MCK) 0.3 $1.7M 2.5k 673.02
Ishares Tr National Mun Etf (MUB) 0.3 $1.6M 15k 105.45
Thermo Fisher Scientific (TMO) 0.3 $1.6M 3.3k 497.81
Innovator Etfs Trust Equity Defined P (ZMAR) 0.3 $1.6M 63k 25.77
Servicenow (NOW) 0.3 $1.5M 1.9k 796.14
Deere & Company (DE) 0.3 $1.5M 3.2k 471.02
Bristol Myers Squibb (BMY) 0.3 $1.5M 24k 61.01
Dell Technologies CL C (DELL) 0.2 $1.4M 15k 91.15
Corning Incorporated (GLW) 0.2 $1.4M 30k 45.77
Cisco Systems (CSCO) 0.2 $1.4M 22k 61.70
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $1.4M 38k 35.82
Netflix (NFLX) 0.2 $1.2M 1.3k 932.53
Norfolk Southern (NSC) 0.2 $1.2M 5.1k 236.60
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $1.2M 29k 41.47
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $1.1M 25k 41.85
Middlefield Banc Corp Com New (MBCN) 0.2 $1.0M 38k 27.95
American Tower Reit (AMT) 0.2 $1.0M 4.8k 218.03
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $991k 12k 86.07
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.2 $968k 41k 23.66
Moody's Corporation (MCO) 0.2 $955k 2.1k 465.69
Uber Technologies (UBER) 0.2 $914k 13k 72.86
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $896k 18k 50.85
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $893k 16k 57.14
Caterpillar (CAT) 0.1 $853k 2.6k 330.26
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $853k 24k 35.66
Rithm Capital Corp Com New (RITM) 0.1 $849k 74k 11.45
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $844k 21k 39.94
Qualcomm (QCOM) 0.1 $791k 5.1k 153.66
Lincoln Electric Holdings (LECO) 0.1 $781k 4.1k 189.16
Danaher Corporation (DHR) 0.1 $772k 3.8k 205.08
Alphabet Cap Stk Cl C (GOOG) 0.1 $651k 4.2k 156.21
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $624k 20k 30.73
Walt Disney Company (DIS) 0.1 $621k 6.3k 98.79
Innovator Etfs Trust Equity 1yr Janua (ZJAN) 0.1 $609k 24k 25.51
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $604k 2.7k 222.15
International Business Machines (IBM) 0.1 $571k 2.3k 248.74
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $556k 6.8k 81.75
Eaton Corp SHS (ETN) 0.1 $556k 2.0k 271.88
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $545k 10k 52.52
Mastercard Incorporated Cl A (MA) 0.1 $530k 966.00 548.96
Ishares Tr Faln Angls Usd (FALN) 0.1 $510k 19k 26.79
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $510k 13k 40.19
Innovator Etfs Trust Equity Defined (AAPR) 0.1 $508k 19k 26.17
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $499k 4.7k 105.60
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $452k 9.1k 49.53
Sprott Physical Gold Tr Unit (PHYS) 0.1 $448k 19k 24.06
Innovator Etfs Trust Equity Defined P (ZDEK) 0.1 $405k 17k 23.68
Innovator Etfs Trust Equity Defined P (ZNOV) 0.1 $325k 13k 25.05
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $318k 1.6k 193.99
Constellation Energy (CEG) 0.1 $317k 1.6k 201.65
Raytheon Technologies Corp (RTX) 0.1 $313k 2.4k 132.48
Sherwin-Williams Company (SHW) 0.1 $301k 862.00 349.05
American Express Company (AXP) 0.0 $278k 1.0k 269.67
Ford Motor Company (F) 0.0 $276k 28k 10.03
At&t (T) 0.0 $257k 9.1k 28.28
Lululemon Athletica (LULU) 0.0 $254k 896.00 283.06
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $253k 1.6k 161.40
Vanguard Index Fds Growth Etf (VUG) 0.0 $253k 681.00 370.95
Starbucks Corporation (SBUX) 0.0 $251k 2.6k 98.06
Booking Holdings (BKNG) 0.0 $236k 51.00 4627.55
Vanguard Index Fds Value Etf (VTV) 0.0 $219k 1.3k 172.73
General Dynamics Corporation (GD) 0.0 $215k 787.00 272.60
Fortinet (FTNT) 0.0 $214k 2.2k 96.27
Abbott Laboratories (ABT) 0.0 $213k 1.6k 132.81
Vanguard Index Fds Large Cap Etf (VV) 0.0 $211k 822.00 257.10
Exelon Corporation (EXC) 0.0 $208k 4.5k 46.08
CRH Ord (CRH) 0.0 $206k 2.3k 87.97
Altria (MO) 0.0 $204k 3.4k 60.02
Parker-Hannifin Corporation (PH) 0.0 $202k 333.00 607.85
Texas Pacific Land Corp (TPL) 0.0 $200k 151.00 1324.99
Figs Cl A (FIGS) 0.0 $60k 13k 4.59