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  Name: Lineweaver Wealth Advisors LLC
  City: Valley View
  State: OH
  Zip: 44125
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $421,101,000
  Total Value Change : $35,202,000
  Securities Held Change : -2
   
All Securities Held : 124
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FPX)1 Year Chart         FPX First Trust US IPO Index New $103.03 $544,000 2,739 % 544,000 2,739 0    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) New $126.69 $303,000 2,362 % 303,000 2,362 0    N/A
   (CEG)1 Year Chart         CEG Constellation Energy Corp New $208.00 $268,000 1,451 % 268,000 1,451 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc New $153.62 $246,000 1,361 % 246,000 1,361 0    N/A
   (FIGS)1 Year Chart         FIGS Figs, Inc. New $5.15 $95,000 19,000 % 95,000 19,000 0    N/A

      5 Records Found
  1    
Page 1 of 1
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