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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 $541,050,739
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 109,816 $64,668,947 11.95%
2.
Ishares Tr - MSCI USA QLT FCT
 234,113 $41,701,322 7.7%
3.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 563,975 $25,316,433 4.67%
4.
Apple Inc.
 AAPL 91,780 $22,989,741 4.24%
5.
Ishares Trust
 IEF 236,606 $22,936,281 4.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)