Lineweaver Wealth Advisors, LLC Portfolio Holdings
Q3 2025•155 long positions•$667.1M portfolio value
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Holding163 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $65.0M 9.75% | +$347.4K Bought | — 97.1K shares | 96.6K → 97.1K +$347.4K | +0.54% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $35.3M 5.29% | +$4.9M Bought | — 763.5K shares | 658.4K → 763.5K +$4.9M | +15.95% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $34.6M 5.19% | +$5.0M Bought | — 1.3M shares | 1.1M → 1.3M +$5.0M | +16.87% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $33.3M 4.99% | +$5.4M Bought | — 332.0K shares | 278.0K → 332.0K +$5.4M | +19.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $29.3M 4.39% | +$53.3K Bought | — 307.5K shares | 307.0K → 307.5K +$53.3K | +0.18% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $28.8M 4.32% | -$13.2M Sold | — 148.1K shares | 216.0K → 148.1K −$13.2M | -31.46% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $24.6M 3.69% | +$1.3M Bought | — 530.1K shares | 502.7K → 530.1K +$1.3M | +5.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $24.6M 3.68% | +$1.2M Bought | — 461.7K shares | 439.3K → 461.7K +$1.2M | +5.11% | — — | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $23.6M 3.53% | -$602.7K Sold | 0.001% 92.6K shares | 95.0K → 92.6K −$602.7K | -2.49% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $18.2M 2.73% | +$8.9M Bought | — 307.8K shares | 157.7K → 307.8K +$8.9M | +95.13% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $13.5M 2.02% | +$1.6M Bought | — 199.0K shares | 175.9K → 199.0K +$1.6M | +13.09% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $12.4M 1.87% | -$331.8K Sold | — 302.5K shares | 310.6K → 302.5K −$331.8K | -2.6% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $12.4M 1.85% | +$12.4M Bought | — 187.6K shares | — | — | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $12.0M 1.8% | -$735.0K Sold | 0.0% 23.2K shares | 24.6K → 23.2K −$735.0K | -5.77% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $10.8M 1.62% | +$216.5K Bought | — 143.3K shares | 140.4K → 143.3K +$216.5K | +2.05% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $10.6M 1.59% | -$771.7K Sold | 0.0% 56.9K shares | 61.0K → 56.9K −$771.7K | -6.78% | $4.54T Mega Cap | Q3 2020 Held for 5y 2m | |
Semiconductors Technology | $9.1M 1.36% | -$1.3M Sold | 0.001% 27.6K shares | 31.4K → 27.6K −$1.3M | -12.3% | $1.56T Mega Cap | Q3 2023 Held for 2y 2m | |
Insurance - Diversified Financial Services | $8.9M 1.34% | +$561.6K Bought | 0.001% 17.8K shares | 16.7K → 17.8K +$561.6K | +6.7% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $8.1M 1.21% | -$327.7K Sold | 0.001% 25.6K shares | 26.7K → 25.6K −$327.7K | -3.89% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.6M 1.14% | -$81.6K Sold | — 111.3K shares | 112.5K → 111.3K −$81.6K | -1.07% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.4M 1.11% | -$129.2K Sold | — 28.9K shares | 29.4K → 28.9K −$129.2K | -1.71% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.3M 1.1% | +$114.0K Bought | — 86.3K shares | 85.0K → 86.3K +$114.0K | +1.58% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.3M 1.09% | -$60.7K Sold | — 209.3K shares | 211.1K → 209.3K −$60.7K | -0.83% | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $6.9M 1.04% | +$177.7K Bought | — 95.1K shares | 92.7K → 95.1K +$177.7K | +2.63% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $6.6M 0.985% | -$117.9K Sold | 0.0% 14.8K shares | 15.0K → 14.8K −$117.9K | -1.76% | $1.48T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.3M 0.937% | -$106.4K Sold | — 112.2K shares | 114.1K → 112.2K −$106.4K | -1.67% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $5.9M 0.887% | -$798.8K Sold | 0.0% 24.3K shares | 27.6K → 24.3K −$798.8K | -11.9% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $5.8M 0.872% | +$10.1K Bought | 0.0% 26.5K shares | 26.4K → 26.5K +$10.1K | +0.17% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.2M 0.786% | -$198.1K Sold | — 58.8K shares | 61.0K → 58.8K −$198.1K | -3.64% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.2M 0.776% | -$79.6K Sold | — 76.9K shares | 78.1K → 76.9K −$79.6K | -1.51% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $5.2M 0.774% | +$5.2M New | — 24.7K shares | 0 → 24.7K +$5.2M | New | — — | Q3 2025 Held for 2 months | |
Asset Management Financial Services | $4.5M 0.682% | -$142.2K Sold | 0.003% 3.9K shares | 4.0K → 3.9K −$142.2K | -3.03% | $180.54B Large Cap | Q4 2020 Held for 4y 11m | |
Home Improvement Consumer Cyclical | $4.5M 0.676% | +$92.4K Bought | 0.001% 11.1K shares | 10.9K → 11.1K +$92.4K | +2.09% | $403.32B Mega Cap | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - General Healthcare | $4.4M 0.655% | -$109.2K Sold | 0.001% 23.6K shares | 24.2K → 23.6K −$109.2K | -2.44% | $446.55B Mega Cap | Q4 2019 Held for 5y 11m | |
Restaurants Consumer Cyclical | $3.9M 0.59% | +$299.9K Bought | 0.002% 12.9K shares | 12.0K → 12.9K +$299.9K | +8.25% | $216.86B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $3.7M 0.558% | +$161.9K Bought | 0.001% 33.0K shares | 31.6K → 33.0K +$161.9K | +4.54% | $480.68B Mega Cap | Q1 2021 Held for 4y 8m | |
Regulated Electric Utilities | $3.5M 0.529% | -$97.2K Sold | 0.002% 46.8K shares | 48.0K → 46.8K −$97.2K | -2.68% | $155.46B Large Cap | Q3 2023 Held for 2y 2m | |
Drug Manufacturers - General Healthcare | $3.4M 0.508% | -$327.4K Sold | 0.001% 14.6K shares | 16.0K → 14.6K −$327.4K | -8.81% | $409.03B Mega Cap | Q1 2022 Held for 3y 8m | |
Household & Personal Products Consumer Defensive | $3.4M 0.505% | +$177.5K Bought | 0.001% 21.9K shares | 20.8K → 21.9K +$177.5K | +5.56% | $359.62B Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Business Services Industrials | $3.3M 0.491% | -$865.6K Sold | 0.004% 15.9K shares | 20.2K → 15.9K −$865.6K | -20.92% | $82.7B Large Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $3.2M 0.478% | +$87.7K Bought | 0.001% 20.5K shares | 20.0K → 20.5K +$87.7K | +2.83% | $312.88B Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.2M 0.477% | — | — 74.9K shares | — | — | — — | Q3 2021 Held for 4y 2m | |
Drug Manufacturers - General Healthcare | $3.2M 0.476% | +$933.5K Bought | 0.002% 37.9K shares | 26.7K → 37.9K +$933.5K | +41.59% | $209.64B Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $3.1M 0.464% | -$664.2K Sold | 0.002% 30.5K shares | 37.0K → 30.5K −$664.2K | -17.68% | $186.85B Large Cap | Q3 2023 Held for 2y 2m | |
Financial - Capital Markets Financial Services | $2.9M 0.439% | -$461.1K Sold | 0.001% 3.7K shares | 4.3K → 3.7K −$461.1K | -13.61% | $241.07B Mega Cap | Q3 2023 Held for 2y 2m | |
Financial - Credit Services Financial Services | $2.8M 0.425% | +$82.3K Bought | 0.0% 8.3K shares | 8.1K → 8.3K +$82.3K | +2.99% | $662.60B Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $2.8M 0.425% | +$4.0K Bought | 0.001% 55.0K shares | 54.9K → 55.0K +$4.0K | +0.14% | $382.12B Mega Cap | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $2.8M 0.42% | -$108.7K Sold | 0.0% 3.8K shares | 4.0K → 3.8K −$108.7K | -3.73% | $1.84T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.8M 0.414% | -$4.5K Sold | — 31.7K shares | 31.7K → 31.7K −$4.5K | -0.16% | — — | Q4 2019 Held for 5y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $2.6M 0.397% | -$20.4K Sold | 0.001% 18.9K shares | 19.0K → 18.9K −$20.4K | -0.76% | $192.27B Large Cap | Q3 2020 Held for 5y 2m |
