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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LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:4.1K

Value:$780.5K

% of Portfolio:0.1% ($780.5K/$587.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:3.8K

Value:$771.9K

% of Portfolio:0.1% ($771.9K/$587.1M)

Alphabet Inc.

GOOG|02079K107

Shares:4.2K

Value:$651.1K

% of Portfolio:0.1% ($651.1K/$587.1M)

464288687

Shares:20.3K

Value:$623.6K

% of Portfolio:0.1% ($623.6K/$587.1M)

Walt Disney Co

DIS|254687106

Shares:6.3K

Value:$620.7K

% of Portfolio:0.1% ($620.7K/$587.1M)

45784N817

Shares:23.9K

Value:$608.7K

% of Portfolio:0.1% ($608.7K/$587.1M)

33733E302

Shares:2.7K

Value:$603.6K

% of Portfolio:0.1% ($603.6K/$587.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.3K

Value:$570.9K

% of Portfolio:0.1% ($570.9K/$587.1M)

92206C870

VCIT|92206C870

Shares:6.8K

Value:$556.3K

% of Portfolio:0.1% ($556.3K/$587.1M)

Eaton Corp plc

ETN|G29183103

Shares:2.0K

Value:$555.7K

% of Portfolio:0.1% ($555.7K/$587.1M)

464288638

Shares:10.4K

Value:$545.0K

% of Portfolio:0.1% ($545.0K/$587.1M)

Mastercard Inc

MA|57636Q104

Shares:966

Value:$530.3K

% of Portfolio:0.1% ($530.3K/$587.1M)

46435G474

Shares:19.0K

Value:$509.7K

% of Portfolio:0.1% ($509.7K/$587.1M)

45782C813

Shares:12.7K

Value:$509.5K

% of Portfolio:0.1% ($509.5K/$587.1M)

45783Y335

Shares:19.4K

Value:$508.3K

% of Portfolio:0.1% ($508.3K/$587.1M)

464288158

Shares:4.7K

Value:$499.0K

% of Portfolio:0.1% ($499.0K/$587.1M)

092528843

Shares:9.1K

Value:$452.3K

% of Portfolio:0.1% ($452.3K/$587.1M)

85207H104

Shares:18.6K

Value:$447.9K

% of Portfolio:0.1% ($447.9K/$587.1M)

45784N858

Shares:17.1K

Value:$404.8K

% of Portfolio:0.1% ($404.8K/$587.1M)

45784N809

Shares:13.0K

Value:$324.8K

% of Portfolio:0.1% ($324.8K/$587.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	4.1K	QoQ +0.21% (+9) YoY +2.66% (-107)	All Managers (Combined)	$780.5K	0.1% ($780.5K/$587.1M)	QoQ +1.12% (+$8.7K) YoY -23.98% (-$246.3K)
DANAHER CORP /DE/(DHRcusip235851102)	3.8K	QoQ +19.26% (+608) YoY NEW(+3.8K)	All Managers (Combined)	$771.9K	0.1% ($771.9K/$587.1M)	QoQ +6.38% (+$46.3K) YoY NEW(+$771.9K)
Alphabet Inc.(GOOGcusip02079K107)	4.2K	QoQ +2.60% (-106) YoY +0.92% (+38)	All Managers (Combined)	$651.1K	0.1% ($651.1K/$587.1M)	QoQ -15.85% (-$122.7K) YoY +3.54% (+$22.3K)
(cusip464288687)✕	20.3K	QoQ 0.00% (-0) YoY -12.04% (-2.8K)	All Managers (Combined)	$623.6K	0.1% ($623.6K/$587.1M)	QoQ -2.25% (-$14.4K) YoY -16.13% (-$120.0K)
Walt Disney Co(DIScusip254687106)	6.3K	QoQ +3.49% (-212) YoY -0.67% (-43)	All Managers (Combined)	$620.7K	0.1% ($620.7K/$587.1M)	QoQ -8.41% (-$57.0K) YoY -19.85% (-$153.7K)
(cusip45784N817)✕	23.9K	QoQ NEW(+23.9K) YoY NEW(+23.9K)	All Managers (Combined)	$608.7K	0.1% ($608.7K/$587.1M)	QoQ NEW(+$608.7K) YoY NEW(+$608.7K)
(cusip33733E302)✕	2.7K	QoQ +7.43% (-188) YoY NEW(+2.7K)	All Managers (Combined)	$603.6K	0.1% ($603.6K/$587.1M)	QoQ -1.85% (-$11.4K) YoY NEW(+$603.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.3K	QoQ -1.12% (-26) YoY -1.20% (-28)	All Managers (Combined)	$570.9K	0.1% ($570.9K/$587.1M)	QoQ +11.80% (-$60.3K) YoY +28.70% (-$127.3K)
(VCITcusip92206C870)	6.8K	QoQ 0.00% (+0) YoY +1.47% (+99)	All Managers (Combined)	$556.3K	0.1% ($556.3K/$587.1M)	QoQ +1.85% (+$10.1K) YoY +3.03% (+$16.4K)
Eaton Corp plc(ETNcusipG29183103)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$555.7K	0.1% ($555.7K/$587.1M)	QoQ NEW(+$555.7K) YoY NEW(+$555.7K)
(cusip464288638)✕	10.4K	QoQ -4.37% (-475) YoY -52.94% (-11.7K)	All Managers (Combined)	$545.0K	0.1% ($545.0K/$587.1M)	QoQ -2.50% (-$14.0K) YoY -52.10% (-$592.9K)
Mastercard Inc(MAcusip57636Q104)	966	QoQ -15.55% (-178) YoY -5.10% (-52)	All Managers (Combined)	$530.3K	0.1% ($530.3K/$587.1M)	QoQ -12.10% (-$73.0K) YoY +7.84% (-$38.6K)
(cusip46435G474)✕	19.0K	QoQ -14.93% (-3.3K) YoY -15.29% (-3.4K)	All Managers (Combined)	$509.7K	0.1% ($509.7K/$587.1M)	QoQ -14.67% (-$87.7K) YoY -15.51% (-$93.6K)
(cusip45782C813)✕	12.7K	QoQ 0.00% (-0) YoY -10.34% (-1.5K)	All Managers (Combined)	$509.5K	0.1% ($509.5K/$587.1M)	QoQ -2.38% (-$12.4K) YoY -5.11% (-$27.5K)
(cusip45783Y335)✕	19.4K	QoQ 0.00% (-0) YoY NEW(+19.4K)	All Managers (Combined)	$508.3K	0.1% ($508.3K/$587.1M)	QoQ -0.72% (-$3.7K) YoY NEW(+$508.3K)
(cusip464288158)✕	4.7K	QoQ +26.60% (+993) YoY NEW(+4.7K)	All Managers (Combined)	$499.0K	0.1% ($499.0K/$587.1M)	QoQ +26.75% (+$105.3K) YoY NEW(+$499.0K)
(cusip092528843)✕	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$452.3K	0.1% ($452.3K/$587.1M)	QoQ NEW(+$452.3K) YoY NEW(+$452.3K)
(cusip85207H104)✕	18.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$447.9K	0.1% ($447.9K/$587.1M)	QoQ +19.46% (+$73.0K) YoY +39.07% (+$125.8K)
(cusip45784N858)✕	17.1K	QoQ 0.00% (-0) YoY NEW(+17.1K)	All Managers (Combined)	$404.8K	0.1% ($404.8K/$587.1M)	QoQ -0.83% (-$3.4K) YoY NEW(+$404.8K)
(cusip45784N809)✕	13.0K	QoQ 0.00% (-0) YoY NEW(+13.0K)	All Managers (Combined)	$324.8K	0.1% ($324.8K/$587.1M)	QoQ -0.18% (-$612) YoY NEW(+$324.8K)