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:

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Parker-Hannifin Corp

PH|701094104

Shares:333

Value:$202.4K

% of Portfolio:0.0% ($202.4K/$587.1M)

Texas Pacific Land Corp

TPL|88262P102

Shares:151

Value:$200.1K

% of Portfolio:0.0% ($200.1K/$587.1M)

FIGS, Inc.

FIGS|30260D103

Shares:13.0K

Value:$59.7K

% of Portfolio:0.0% ($59.7K/$587.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Parker-Hannifin Corp(PHcusip701094104)	333	QoQ -3.19% (-11) YoY NEW(+333)	All Managers (Combined)	$202.4K	0.0% ($202.4K/$587.1M)	QoQ -7.48% (-$16.4K) YoY NEW(+$202.4K)
Texas Pacific Land Corp(TPLcusip88262P102)	151	QoQ NEW(+151) YoY NEW(+151)	All Managers (Combined)	$200.1K	0.0% ($200.1K/$587.1M)	QoQ NEW(+$200.1K) YoY NEW(+$200.1K)
FIGS, Inc.(FIGScusip30260D103)	13.0K	QoQ 0.00% (-0) YoY -31.57% (-6.0K)	All Managers (Combined)	$59.7K	0.0% ($59.7K/$587.1M)	QoQ -25.84% (-$20.8K) YoY -36.93% (-$35.0K)