Lineweaver Wealth Advisors, LLC Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$587.1M

Holdings

143

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (143 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
112,745$63.4M10.79%
2
QUALISHARES TR
242,297$41.4M7.05%
3
FBNDFIDELITY MERRIMACK STR TR
600,014$27.4M4.67%
4
SMTHALPS ETF TR
1,010,919$26.2M4.46%
5
AGGISHARES TR
258,580$25.6M4.36%
6
BINCBLACKROCK ETF TRUST II
415,580$21.8M3.71%
7
JPIEJ P MORGAN EXCHANGE TRADED F
468,214$21.6M3.67%
8
AAPLAPPLE INC
91,341$20.3M3.46%
9
EFGISHARES TR
202,429$20.2M3.45%
10
USMVISHARES TR
183,567$17.2M2.93%
11
EFVISHARES TR
282,045$16.6M2.83%
12
OEFISHARES TR
46,788$12.7M2.16%
13
PJUNINNOVATOR ETFS TRUST
313,591$11.6M1.98%
14
ISTBISHARES TR
201,600$9.7M1.66%
15
MSFTMICROSOFT CORP
25,360$9.5M1.62%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
15,234$8.1M1.38%
17
DYNFBLACKROCK ETF TRUST
154,335$7.5M1.28%
18
DGROISHARES TR
112,439$6.9M1.18%
19
NVDANVIDIA CORPORATION
63,134$6.8M1.17%
20
PSTPINNOVATOR ETFS TRUST
210,499$6.6M1.13%
21
GSEWGOLDMAN SACHS ETF TR
82,726$6.3M1.07%
22
JPMJPMORGAN CHASE & CO.
25,191$6.2M1.05%
23
MTUMISHARES TR
28,905$5.9M1.00%
24
FDVVFIDELITY COVINGTON TRUST
114,815$5.7M0.97%
25
AVGOBROADCOM INC
31,277$5.2M0.89%
26
IAU*ISHARES GOLD TR
86,227$5.1M0.87%
27
CITCINTAS CORP
24,226$5.0M0.85%
28
AMZNAMAZON COM INC
25,715$4.9M0.83%
29
RDVYFIRST TR EXCHANGE TRADED FD
77,607$4.5M0.77%
30
GOOGLALPHABET INC
26,903$4.2M0.71%
31
ONEQFIDELITY COMWLTH TR
60,257$4.1M0.70%
32
HDHOME DEPOT INC
10,704$3.9M0.67%
33
MCDMCDONALDS CORP
12,234$3.8M0.65%
34
XOMEXXON MOBIL CORP
31,665$3.8M0.64%
35
TSLATESLA INC
13,683$3.5M0.60%
36
JNJJOHNSON & JOHNSON
21,235$3.5M0.60%
37
BLKBLACKROCK INC
3,672$3.5M0.59%
38
CVXCHEVRON CORP NEW
20,865$3.5M0.59%
39
PGPROCTER AND GAMBLE CO
18,422$3.1M0.53%
40
ABBVABBVIE INC
14,956$3.1M0.53%
41
NEENEXTERA ENERGY INC
43,870$3.1M0.53%
42
PAUGINNOVATOR ETFS TRUST
76,568$2.9M0.49%
43
MRKMERCK & CO INC
31,273$2.8M0.48%
44
VVISA INC
7,868$2.8M0.47%
45
UNHUNITEDHEALTH GROUP INC
5,009$2.6M0.45%
46
PGRPROGRESSIVE CORP
8,645$2.4M0.42%
47
TRVCCITIGROUP INC
34,238$2.4M0.41%
48
AQLTISHARES TR
31,218$2.4M0.40%
49
METAMETA PLATFORMS INC
3,902$2.3M0.38%
50
PEPPEPSICO INC
14,904$2.2M0.38%
51
MDLZMONDELEZ INTL INC
32,283$2.2M0.37%
52
BACBANK AMERICA CORP
50,207$2.1M0.36%
53
GSGOLDMAN SACHS GROUP INC
3,786$2.1M0.35%
54
JCIJOHNSON CTLS INTL PLC
25,617$2.1M0.35%
55
FDXFEDEX CORP
8,339$2.0M0.35%
56
STOTSSGA ACTIVE TR
42,511$2.0M0.34%
57
LMTLOCKHEED MARTIN CORP
4,460$2.0M0.34%
58
HONHONEYWELL INTL INC
9,371$2.0M0.34%
59
IJRISHARES TR
18,896$2.0M0.34%
60
LLYELI LILLY & CO
2,319$1.9M0.33%
61
JMUBJ P MORGAN EXCHANGE TRADED F
36,634$1.8M0.31%
62
DUKDUKE ENERGY CORP NEW
14,936$1.8M0.31%
63
COSTCOSTCO WHSL CORP NEW
1,904$1.8M0.31%
64
MDTMEDTRONIC PLC
20,011$1.8M0.31%
65
ULUNILEVER PLC
29,707$1.8M0.30%
66
PMAYINNOVATOR ETFS TRUST
49,255$1.8M0.30%
67
AMGNAMGEN INC
5,643$1.8M0.30%
68
CRMSALESFORCE INC
6,494$1.7M0.30%
69
WMTWALMART INC
19,846$1.7M0.30%
70
APDAIR PRODS & CHEMS INC
5,787$1.7M0.29%
71
BUFFINNOVATOR ETFS TRUST
38,263$1.7M0.29%
72
SOSOUTHERN CO
18,305$1.7M0.29%
73
MCKMCKESSON CORP
2,485$1.7M0.28%
74
MUBISHARES TR
15,444$1.6M0.28%
75
TMOTHERMO FISHER SCIENTIFIC INC
3,263$1.6M0.28%
76
ZMARINNOVATOR ETFS TRUST
62,496$1.6M0.27%
77
NOWSERVICENOW INC
1,921$1.5M0.26%
78
DEDEERE & CO
3,189$1.5M0.26%
79
BMYBRISTOL-MYERS SQUIBB CO
24,205$1.5M0.25%
80
DELLDELL TECHNOLOGIES INC
15,381$1.4M0.24%
81
GLWCORNING INC
29,741$1.4M0.23%
82
CSCOCISCO SYS INC
22,058$1.4M0.23%
83
DDTOINNOVATOR ETFS TRUST
37,785$1.4M0.23%
84
NFLXNETFLIX INC
1,313$1.2M0.21%
85
NSCNORFOLK SOUTHN CORP
5,107$1.2M0.21%
86
PJANINNOVATOR ETFS TRUST
28,850$1.2M0.20%
87
XLRESELECT SECTOR SPDR TR
25,206$1.1M0.18%
88
MBCNMIDDLEFIELD BANC CORP
37,500$1.0M0.18%
89
AMTAMERICAN TOWER CORP NEW
4,767$1.0M0.18%
90
XLBSELECT SECTOR SPDR TR
11,517$991K0.17%
91
ZFEBINNOVATOR ETFS TRUST
40,928$968K0.16%
92
MCOMOODYS CORP
2,050$954K0.16%
93
UBERUBER TECHNOLOGIES INC
12,550$914K0.16%
94
JMSTJ P MORGAN EXCHANGE TRADED F
17,619$895K0.15%
95
JEPIJ P MORGAN EXCHANGE TRADED F
15,634$893K0.15%
96
CATCATERPILLAR INC
2,583$853K0.15%
97
PAPRINNOVATOR ETFS TRUST
23,919$852K0.15%
98
RITMRITHM CAPITAL CORP
74,133$848K0.14%
99
PMARINNOVATOR ETFS TRUST
21,131$843K0.14%
100
QCOMQUALCOMM INC
5,147$790K0.13%
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