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

143 positions • $587.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 8

Sort by:

46641Q647

Shares:36.6K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$587.1M)

Duke Energy CORP

Shares:14.9K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$587.1M)

COSTCO WHOLESALE CORP /NEW

Shares:1.9K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$587.1M)

Medtronic plc

Shares:20.0K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$587.1M)

UNILEVER PLC

Shares:29.7K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$587.1M)

45782C318

Shares:49.3K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$587.1M)

AMGEN INC

Shares:5.6K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$587.1M)

Salesforce, Inc.

Shares:6.5K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$587.1M)

Walmart Inc.

Shares:19.8K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$587.1M)

Air Products & Chemicals, Inc.

Shares:5.8K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$587.1M)

45783Y814

Shares:38.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$587.1M)

SOUTHERN CO

Shares:18.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$587.1M)

MCKESSON CORP

Shares:2.5K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$587.1M)

464288414

Shares:15.4K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$587.1M)

THERMO FISHER SCIENTIFIC INC.

Shares:3.3K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$587.1M)

45784N742

Shares:62.5K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$587.1M)

ServiceNow, Inc.

Shares:1.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$587.1M)

DEERE & CO

Shares:3.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$587.1M)

BRISTOL MYERS SQUIBB CO

Shares:24.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$587.1M)

Dell Technologies Inc.

Shares:15.4K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$587.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q647)✕	36.6K	QoQ +13.49% (+4.4K) YoY +48.74% (+12.0K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$587.1M)	QoQ +13.15% (+$212.9K) YoY +46.56% (+$582.0K)
Duke Energy CORP(DUKcusip26441C204)	14.9K	QoQ +9.58% (+1.3K) YoY +31.71% (+3.6K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$587.1M)	QoQ +24.04% (+$353.1K) YoY +66.15% (+$725.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.9K	QoQ +6.48% (+116) YoY +2.31% (+43)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$587.1M)	QoQ +9.76% (+$160.9K) YoY +32.16% (+$439.9K)
Medtronic plc(MDTcusipG5960L103)	20.0K	QoQ +5.97% (+1.1K) YoY -11.71% (-2.7K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$587.1M)	QoQ +19.22% (+$290.0K) YoY -8.94% (-$176.7K)
UNILEVER PLC(ULcusip904767704)	29.7K	QoQ +9.52% (+2.6K) YoY +11.13% (+3.0K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$587.1M)	QoQ +15.02% (+$231.1K) YoY +31.88% (+$427.6K)
(cusip45782C318)✕	49.3K	QoQ 0.00% (-0) YoY -5.26% (-2.7K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$587.1M)	QoQ -0.29% (-$5.3K) YoY +4.44% (-$75.0K)
AMGEN INC(AMGNcusip031162100)	5.6K	QoQ +14.88% (+731) YoY +259.88% (+4.1K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$587.1M)	QoQ +37.40% (+$479.9K) YoY +295.83% (+$1.3M)
Salesforce, Inc.(CRMcusip79466L302)	6.5K	QoQ -14.67% (-1.1K) YoY +13.86% (+791)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$587.1M)	QoQ -31.52% (-$803.5K) YoY +1.61% (+$27.7K)
Walmart Inc.(WMTcusip931142103)	19.8K	QoQ +17.02% (+2.9K) YoY +11.97% (+2.1K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$587.1M)	QoQ +13.69% (+$209.9K) YoY +63.38% (+$676.0K)
Air Products & Chemicals, Inc.(APDcusip009158106)	5.8K	QoQ +12.19% (+629) YoY +14.18% (+719)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$587.1M)	QoQ +14.00% (+$209.9K) YoY +38.85% (+$478.1K)
(cusip45783Y814)✕	38.3K	QoQ +13.88% (+4.7K) YoY +41.74% (+11.3K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$587.1M)	QoQ +11.80% (+$178.2K) YoY +49.72% (+$560.3K)
SOUTHERN CO(SOcusip842587107)	18.3K	QoQ +13.03% (+2.1K) YoY +32.10% (+4.4K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$587.1M)	QoQ +26.21% (+$349.6K) YoY +69.32% (+$689.0K)
MCKESSON CORP(MCKcusip58155Q103)	2.5K	QoQ +0.04% (+1) YoY +0.56% (+14)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$587.1M)	QoQ +18.13% (+$256.8K) YoY +26.07% (+$345.9K)
(MUBcusip464288414)	15.4K	QoQ +8.82% (+1.3K) YoY +44.60% (+4.8K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$587.1M)	QoQ +7.70% (+$116.4K) YoY +41.71% (+$479.4K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	3.3K	QoQ +2.22% (-71) YoY +104.70% (+1.7K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$587.1M)	QoQ -2.23% (-$37.1K) YoY +75.20% (+$697.2K)
(cusip45784N742)✕	62.5K	QoQ NEW(+62.5K) YoY NEW(+62.5K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$587.1M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
ServiceNow, Inc.(NOWcusip81762P102)	1.9K	QoQ -8.69% (-183) YoY +36.92% (+518)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$587.1M)	QoQ -31.46% (-$702.2K) YoY +42.98% (+$459.7K)
DEERE & CO(DEcusip244199105)	3.2K	QoQ -4.74% (-159) YoY +29.05% (+718)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$587.1M)	QoQ +5.55% (-$79.1K) YoY +47.87% (+$486.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	24.2K	QoQ +17.48% (+3.6K) YoY NEW(+24.2K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$587.1M)	QoQ +26.71% (+$311.4K) YoY NEW(+$1.5M)
Dell Technologies Inc.(DELLcusip24703L202)	15.4K	QoQ +14.81% (-2.0K) YoY +8.05% (-1.1K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$587.1M)	QoQ -9.18% (-$141.9K) YoY -13.68% (-$222.3K)