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

Page 3 of 8

Sort by:

NEXTERA ENERGY INC

NEE|65339F101

Shares:43.9K

Value:$3.1M

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

45782C680

Shares:76.6K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$587.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:31.3K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$587.1M)

VISA INC.

V|92826C839

Shares:7.9K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$587.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:5.0K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$587.1M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:8.6K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$587.1M)

CITIGROUP INC

C|172967424

Shares:34.2K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$587.1M)

46432F842

IEFA|46432F842

Shares:31.2K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$587.1M)

Meta Platforms, Inc.

META|30303M102

Shares:3.9K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$587.1M)

PEPSICO INC

PEP|713448108

Shares:14.9K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$587.1M)

Mondelez International, Inc.

MDLZ|609207105

Shares:32.3K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$587.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:50.2K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$587.1M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:3.8K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$587.1M)

Johnson Controls International plc

JCI|G51502105

Shares:25.6K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$587.1M)

FEDEX CORP

FDX|31428X106

Shares:8.3K

Value:$2.0M