Lineweaver Wealth Advisors

Lineweaver Wealth Advisors as of June 30, 2025

Portfolio Holdings for Lineweaver Wealth Advisors

Lineweaver Wealth Advisors holds 156 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
Ishares Tr Core S&p500 Etf (IVV) 9.5 $60M 97k 620.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.2 $40M 216k 182.82
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.8 $30M 658k 45.75
Alps Etf Tr Smith Core Plus (SMTH) 4.6 $29M 1.1M 25.85
Ishares Tr Msci Usa Min Vol (USMV) 4.6 $29M 307k 93.87
Ishares Tr Core Us Aggbd Et (AGG) 4.4 $28M 278k 99.20
J P Morgan Exchange Traded F Income Etf (JPIE) 3.7 $23M 503k 46.32
Blackrock Etf Trust Ii Ishares Flexible (BINC) 3.7 $23M 439k 52.84
Apple (AAPL) 3.1 $20M 95k 205.17
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 2.0 $12M 311k 39.76
Microsoft Corporation (MSFT) 1.9 $12M 25k 497.40
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.9 $12M 249k 48.65
Ishares Tr Core Msci Total (IXUS) 1.9 $12M 152k 77.31
Ishares Tr Eafe Value Etf (EFV) 1.8 $11M 176k 63.48
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 1.5 $9.7M 140k 69.30
NVIDIA Corporation (NVDA) 1.5 $9.6M 61k 157.99
Ishares Tr Eafe Grwth Etf (EFG) 1.4 $8.8M 78k 112.00
Broadcom (AVGO) 1.4 $8.7M 31k 275.65
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.4 $8.6M 158k 54.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $8.1M 17k 485.77
JPMorgan Chase & Co. (JPM) 1.2 $7.7M 27k 289.91
Ishares Tr Core Div Grwth (DGRO) 1.1 $7.2M 113k 63.94
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $7.1M 29k 240.32
Innovator Etfs Trust Power Buffer Set (PSTP) 1.1 $7.0M 211k 33.37
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 1.1 $6.9M 85k 81.54
Fidelity Covington Trust High Divid Etf (FDVV) 0.9 $5.9M 114k 52.02
Amazon (AMZN) 0.9 $5.8M 26k 219.39
Ishares Gold Tr Ishares New (IAU) 0.9 $5.8M 93k 62.36
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.8 $4.9M 78k 62.74
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.8 $4.9M 61k 80.10
Alphabet Cap Stk Cl A (GOOGL) 0.8 $4.9M 28k 176.23
Tesla Motors (TSLA) 0.8 $4.8M 15k 317.66
Cintas Corporation (CTAS) 0.7 $4.5M 20k 222.87
Blackrock (BLK) 0.7 $4.2M 4.0k 1049.29
Home Depot (HD) 0.6 $4.0M 11k 366.65
Johnson & Johnson (JNJ) 0.6 $3.7M 24k 152.75
McDonald's Corporation (MCD) 0.6 $3.5M 12k 292.18
Exxon Mobil Corporation (XOM) 0.5 $3.4M 32k 107.80
Nextera Energy (NEE) 0.5 $3.3M 48k 69.42
Procter & Gamble Company (PG) 0.5 $3.3M 21k 159.32
Citigroup Com New (C) 0.5 $3.2M 37k 85.12
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.5 $3.0M 75k 40.46
Goldman Sachs (GS) 0.5 $3.0M 4.3k 707.78
Abbvie (ABBV) 0.5 $3.0M 16k 185.62
Meta Platforms Cl A (META) 0.5 $2.9M 4.0k 738.00
Visa Com Cl A (V) 0.5 $2.9M 8.1k 355.05
Chevron Corporation (CVX) 0.5 $2.9M 20k 143.19
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.6M 32k 83.48
Bank of America Corporation (BAC) 0.4 $2.6M 55k 47.32
Pepsi (PEP) 0.4 $2.5M 19k 132.04
Johnson Ctls Intl SHS (JCI) 0.4 $2.4M 23k 105.62
Wal-Mart Stores (WMT) 0.4 $2.3M 24k 97.78
Mondelez Intl Cl A (MDLZ) 0.4 $2.3M 34k 67.44
Honeywell International (HON) 0.4 $2.3M 9.9k 232.87
Lockheed Martin Corporation (LMT) 0.4 $2.3M 5.0k 463.11
Progressive Corporation (PGR) 0.4 $2.3M 8.6k 266.87
Dell Technologies CL C (DELL) 0.3 $2.2M 18k 122.60
Eli Lilly & Co. (LLY) 0.3 $2.1M 2.8k 779.65
Merck & Co (MRK) 0.3 $2.1M 27k 79.16
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.3 $2.0M 43k 47.35
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $2.0M 40k 49.64
Medtronic SHS (MDT) 0.3 $2.0M 23k 87.17
Costco Wholesale Corporation (COST) 0.3 $1.9M 2.0k 989.99
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.3 $1.9M 41k 47.00
UnitedHealth (UNH) 0.3 $1.9M 6.1k 311.95
Duke Energy Corp Com New (DUK) 0.3 $1.9M 16k 118.00
Air Products & Chemicals (APD) 0.3 $1.9M 6.7k 282.04
FedEx Corporation (FDX) 0.3 $1.9M 8.3k 227.32
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.3 $1.9M 49k 37.79
Southern Company (SO) 0.3 $1.9M 20k 91.83
McKesson Corporation (MCK) 0.3 $1.8M 2.5k 732.70
Servicenow (NOW) 0.3 $1.8M 1.7k 1028.08
Ishares Tr National Mun Etf (MUB) 0.3 $1.8M 17k 104.48
Amgen (AMGN) 0.3 $1.8M 6.3k 279.22
salesforce (CRM) 0.3 $1.8M 6.4k 272.68
Netflix (NFLX) 0.3 $1.8M 1.3k 1339.13
Deere & Company (DE) 0.3 $1.7M 3.4k 508.49
Unilever Spon Adr New (UL) 0.3 $1.7M 27k 61.17
Innovator Etfs Trust Equity Defined P (ZMAR) 0.3 $1.7M 63k 26.52
Cisco Systems (CSCO) 0.3 $1.6M 24k 69.38
Norfolk Southern (NSC) 0.2 $1.5M 5.7k 255.97
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $1.4M 38k 38.01
Corning Incorporated (GLW) 0.2 $1.4M 26k 52.59
Bristol Myers Squibb (BMY) 0.2 $1.4M 29k 46.29
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.4M 12k 109.29
Thermo Fisher Scientific (TMO) 0.2 $1.3M 3.1k 405.44
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $1.2M 27k 44.05
Uber Technologies (UBER) 0.2 $1.2M 13k 93.30
American Tower Reit (AMT) 0.2 $1.1M 5.1k 221.03
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $1.1M 12k 87.81
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $1.1M 21k 50.68
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $1.1M 25k 41.42
Caterpillar (CAT) 0.2 $1.0M 2.7k 388.16
Innovator Etfs Trust Equity Defnd 1yr (ZJUN) 0.2 $1.0M 39k 26.07
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.2 $998k 41k 24.38
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $964k 19k 50.92
Qualcomm (QCOM) 0.2 $955k 6.0k 159.26
Walt Disney Company (DIS) 0.1 $923k 7.4k 124.01
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $894k 16k 56.85
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $892k 21k 42.23
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $892k 24k 37.29
Eaton Corp SHS (ETN) 0.1 $869k 2.4k 357.04
Lincoln Electric Holdings (LECO) 0.1 $854k 4.1k 207.32
Nike CL B (NKE) 0.1 $852k 12k 71.04
Alphabet Cap Stk Cl C (GOOG) 0.1 $821k 4.6k 177.37
Moody's Corporation (MCO) 0.1 $804k 1.6k 501.59
Palo Alto Networks (PANW) 0.1 $769k 3.8k 204.65
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $732k 2.7k 269.33
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $707k 3.1k 226.49
International Business Machines (IBM) 0.1 $673k 2.3k 294.84
Rithm Capital Corp Com New (RITM) 0.1 $649k 58k 11.29
Constellation Energy (CEG) 0.1 $645k 2.0k 322.73
Innovator Etfs Trust Equity 1yr Janua (ZJAN) 0.1 $628k 24k 26.33
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $623k 20k 30.68
Union Pacific Corporation (UNP) 0.1 $614k 2.7k 230.04
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $592k 8.0k 74.07
Schlumberger Com Stk (SLB) 0.1 $572k 17k 33.80
Astrazeneca Sponsored Adr (AZN) 0.1 $568k 8.1k 69.88
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $564k 6.8k 82.91
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $556k 13k 43.85
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $554k 10k 53.29
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $554k 5.2k 106.35
Asml Holding N V N Y Registry Shs (ASML) 0.1 $545k 680.00 801.41
Mastercard Incorporated Cl A (MA) 0.1 $533k 948.00 562.13
Innovator Etfs Trust Equity Defined (AAPR) 0.1 $530k 19k 27.27
Ishares Tr Faln Angls Usd (FALN) 0.1 $516k 19k 27.14
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $496k 10k 48.63
Sprott Physical Gold Tr Unit (PHYS) 0.1 $472k 19k 25.35
Agilent Technologies Inc C ommon (A) 0.1 $448k 3.8k 118.01
Innovator Etfs Trust Equity Defined P (ZDEK) 0.1 $420k 17k 24.54
Raytheon Technologies Corp (RTX) 0.1 $344k 2.4k 146.02
Innovator Etfs Trust Equity Defined P (ZNOV) 0.1 $336k 13k 25.93
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $335k 1.6k 204.66
Lululemon Athletica (LULU) 0.1 $334k 1.4k 237.58
American Express Company (AXP) 0.1 $331k 1.0k 318.89
Ford Motor Company (F) 0.1 $320k 30k 10.85
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $310k 1.6k 197.21
Booking Holdings (BKNG) 0.0 $297k 51.00 5820.33
Sherwin-Williams Company (SHW) 0.0 $289k 843.00 343.34
MercadoLibre (MELI) 0.0 $261k 100.00 2613.63
At&t (T) 0.0 $248k 8.6k 28.94
Parker-Hannifin Corporation (PH) 0.0 $248k 355.00 698.47
Exelon Corporation (EXC) 0.0 $243k 5.6k 43.42
Starbucks Corporation (SBUX) 0.0 $242k 2.6k 91.64
Chipotle Mexican Grill (CMG) 0.0 $226k 4.0k 56.15
General Dynamics Corporation (GD) 0.0 $226k 774.00 291.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $225k 530.00 424.87
Fortinet (FTNT) 0.0 $224k 2.1k 105.73
Ishares Tr S&p 100 Etf (OEF) 0.0 $224k 736.00 304.18
Abbott Laboratories (ABT) 0.0 $219k 1.6k 136.02
EQT Corporation (EQT) 0.0 $218k 3.7k 58.32
Oracle Corporation (ORCL) 0.0 $216k 987.00 218.52
CRH Ord (CRH) 0.0 $211k 2.3k 91.80
Adobe Systems Incorporated (ADBE) 0.0 $201k 519.00 386.88
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $200k 3.6k 55.29
Figs Cl A (FIGS) 0.0 $73k 13k 5.64