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Home > Institutional Investor > Lineweaver Wealth Advisors, Llc > Profile

Instuitional Investor - Lineweaver Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Lineweaver Wealth Advisors, Llc
Portfolio Value $385,894,125
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 124,521 $59,488,562 15.41%
2.
Ishares Tr
 225,629 $33,204,731 8.6%
3.
Ishares Tr
 260,818 $20,353,081 5.27%
4.
Apple Inc.
 AAPL 86,625 $16,678,752 4.32%
5.
Ishares Tr
 132,110 $12,430,818 3.22%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)