Lineweaver-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  null,
  "DUK",
  null,
  "GD",
  "HON",
  "HD",
  "MCD",
  null,
  "QCOM",
  null,
  null,
  null,
  null,
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "MBCN",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "EXC",
  "IJR",
  "EFG",
  null,
  null,
  null,
  "PEP",
  "PGR",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "MRK",
  null,
  "AMGN",
  "IEFA",
  "NOW",
  "SHW",
  "RTX",
  "RITM",
  "AMT",
  null,
  "IBM",
  "SBUX",
  "TMO",
  "UBER",
  "UL",
  "VV",
  "VCIT",
  null,
  "VIG",
  null,
  null,
  "XLB",
  null,
  "LECO",
  null,
  "F",
  "FTNT",
  null,
  "FIGS",
  null,
  "AMZN",
  "TPL",
  null,
  null,
  "VUG",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  "NSC",
  "JCI",
  "SO",
  "CRM",
  null,
  "MTUM",
  "DGRO",
  "MCK",
  "FDX",
  "LULU",
  "BAC",
  "BRK-B",
  null,
  "BMY",
  "CVX",
  "CTAS",
  "CSCO",
  "C",
  "CEG",
  "COST",
  "GLW",
  "CRH",
  "DHR",
  "DELL",
  "DE",
  null,
  "MCO",
  "USMV",
  "NEE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "MO",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 143
Total Value: 587122672
Accession Number: 0001085146-25-002551
Form Type: 13F-HR
CIK: lineweaver-wealth-advisors
Manager Name: Lineweaver-Wealth-Advisors

Data Enrichment

70% identified

100 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

143 positions • $587.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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381430438

Shares:82.7K

Value:$6.3M

% of Portfolio:1.1% ($6.3M/$587.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:25.2K

Value:$6.2M

% of Portfolio:1.1% ($6.2M/$587.1M)

46432F396

MTUM|46432F396

Shares:28.9K

Value:$5.9M

% of Portfolio:1.0% ($5.9M/$587.1M)

316092840

Shares:114.8K

Value:$5.7M

% of Portfolio:1.0% ($5.7M/$587.1M)

Broadcom Inc.

AVGO|11135F101

Shares:31.3K

Value:$5.2M

% of Portfolio:0.9% ($5.2M/$587.1M)

464285204

Shares:86.2K

Value:$5.1M

% of Portfolio:0.9% ($5.1M/$587.1M)

CINTAS CORP

CTAS|172908105

Shares:24.2K

Value:$5.0M

% of Portfolio:0.8% ($5.0M/$587.1M)

AMAZON COM INC

AMZN|023135106

Shares:25.7K

Value:$4.9M

% of Portfolio:0.8% ($4.9M/$587.1M)

33738R506

Shares:77.6K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$587.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:26.9K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$587.1M)

315912808

Shares:60.3K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$587.1M)

HOME DEPOT, INC.

HD|437076102

Shares:10.7K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$587.1M)

MCDONALDS CORP

MCD|580135101

Shares:12.2K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$587.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:31.7K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$587.1M)

Tesla, Inc.

TSLA|88160R101

Shares:13.7K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$587.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:21.2K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$587.1M)

BlackRock, Inc.

BLK|09290D101

Shares:3.7K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$587.1M)

CHEVRON CORP

CVX|166764100

Shares:20.9K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$587.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:18.4K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$587.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:15.0K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$587.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip381430438)✕	82.7K	QoQ +2.21% (+1.8K) YoY NEW(+82.7K)	All Managers (Combined)	$6.3M	1.1% ($6.3M/$587.1M)	QoQ +0.61% (+$38.7K) YoY NEW(+$6.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	25.2K	QoQ +5.45% (+1.3K) YoY +10.57% (+2.4K)	All Managers (Combined)	$6.2M	1.1% ($6.2M/$587.1M)	QoQ +7.86% (+$450.6K) YoY +35.37% (+$1.6M)
(MTUMcusip46432F396)	28.9K	QoQ +7.30% (+2.0K) YoY NEW(+28.9K)	All Managers (Combined)	$5.9M	1.0% ($5.9M/$587.1M)	QoQ +4.83% (+$270.4K) YoY NEW(+$5.9M)
(cusip316092840)✕	114.8K	QoQ -3.43% (-4.1K) YoY -10.86% (-14.0K)	All Managers (Combined)	$5.7M	1.0% ($5.7M/$587.1M)	QoQ -4.09% (-$242.9K) YoY -2.42% (-$141.5K)
Broadcom Inc.(AVGOcusip11135F101)	31.3K	QoQ +14.18% (-3.9K) YoY +1453.75% (+29.3K)	All Managers (Combined)	$5.2M	0.9% ($5.2M/$587.1M)	QoQ -17.54% (-$1.1M) YoY +95.84% (+$2.6M)
(cusip464285204)✕	86.2K	QoQ +98.18% (+42.7K) YoY NEW(+86.2K)	All Managers (Combined)	$5.1M	0.9% ($5.1M/$587.1M)	QoQ +135.91% (+$2.9M) YoY NEW(+$5.1M)
CINTAS CORP(CTAScusip172908105)	24.2K	QoQ +5.18% (+1.2K) YoY +979.10% (+22.0K)	All Managers (Combined)	$5.0M	0.8% ($5.0M/$587.1M)	QoQ +18.33% (+$771.4K) YoY +222.87% (+$3.4M)
AMAZON COM INC(AMZNcusip023135106)	25.7K	QoQ +2.04% (-516) YoY +22.59% (+4.7K)	All Managers (Combined)	$4.9M	0.8% ($4.9M/$587.1M)	QoQ -11.51% (-$636.6K) YoY +29.30% (+$1.1M)
(cusip33738R506)✕	77.6K	QoQ +3.36% (+2.5K) YoY +32.75% (+19.1K)	All Managers (Combined)	$4.5M	0.8% ($4.5M/$587.1M)	QoQ +2.30% (+$102.6K) YoY +38.33% (+$1.3M)
Alphabet Inc.(GOOGLcusip02079K305)	26.9K	QoQ +4.44% (-1.1K) YoY +16.42% (+3.8K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$587.1M)	QoQ -14.68% (-$716.4K) YoY +19.31% (+$673.7K)
(cusip315912808)✕	60.3K	QoQ -0.11% (-67) YoY -7.14% (-4.6K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$587.1M)	QoQ -10.49% (-$481.1K) YoY -1.87% (-$78.4K)
HOME DEPOT, INC.(HDcusip437076102)	10.7K	QoQ +12.08% (+1.2K) YoY +36.35% (+2.9K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$587.1M)	QoQ +5.55% (+$206.6K) YoY +30.13% (+$908.6K)
MCDONALDS CORP(MCDcusip580135101)	12.2K	QoQ +9.43% (+1.1K) YoY +43.57% (+3.7K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$587.1M)	QoQ +17.97% (+$582.8K) YoY +59.01% (+$1.4M)
EXXON MOBIL CORP(XOMcusip30231G102)	31.7K	QoQ +9.41% (+2.7K) YoY +26.55% (+6.6K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$587.1M)	QoQ +20.94% (+$652.5K) YoY +29.48% (+$857.7K)
Tesla, Inc.(TSLAcusip88160R101)	13.7K	QoQ +15.83% (-1.9K) YoY +23.88% (+2.6K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$587.1M)	QoQ -25.66% (-$1.2M) YoY +82.63% (+$1.6M)
JOHNSON & JOHNSON(JNJcusip478160104)	21.2K	QoQ +6.40% (+1.3K) YoY -8.71% (-2.0K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$587.1M)	QoQ +21.98% (+$634.6K) YoY -4.32% (-$159.2K)
BlackRock, Inc.(BLKcusip09290D101)	3.7K	QoQ +22.56% (+676) YoY NEW(+3.7K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$587.1M)	QoQ +13.06% (+$403.6K) YoY NEW(+$3.5M)
CHEVRON CORP(CVXcusip166764100)	20.9K	QoQ -6.27% (-1.4K) YoY +1.28% (+264)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$587.1M)	QoQ +8.20% (-$264.8K) YoY +7.36% (+$239.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	18.4K	QoQ -10.03% (-2.1K) YoY -9.80% (-2.0K)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$587.1M)	QoQ -8.57% (-$294.5K) YoY -5.25% (-$174.3K)
AbbVie Inc.(ABBVcusip00287Y109)	15.0K	QoQ -0.29% (-44) YoY +640.02% (+12.9K)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$587.1M)	QoQ +17.50% (-$467.0K) YoY +752.63% (+$2.8M)