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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 : 8     View All Holdings Currently Viewing:  Unchanged 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
   (PMAY)1 Year Chart         PMAY Innovator S&p 500 Power Buf... - $0.00 $1,688,000 51,995 % 51,000 0 0    N/A
   (MCK)1 Year Chart         MCK McKesson Corp - $531.10 $1,327,000 2,471 % 183,000 0 0.002    Drugs Wholesale
   (LECO)1 Year Chart         LECO Lincoln Electric Holdings Inc - $229.46 $1,027,000 4,019 % 153,000 0 0    N/A
   (MBCN)1 Year Chart         MBCN Middlefield Banc Corp - $23.21 $919,000 38,502 % -327,000 0 0    N/A
   (PFF)1 Year Chart         PFF iShares S&P U.S. Preferred ... - $31.29 $744,000 23,072 % 24,000 0 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $171.16 $629,000 4,130 % 47,000 0 0    N/A
   (AEL)1 Year Chart         AEL American Equity Investment ... - $56.47 $410,000 7,289 % 3,000 0 0    N/A
   (PHYS)1 Year Chart         PHYS Sprott Physical Goldtr Units - $17.85 $322,000 18,615 % 25,000 0 0    N/A

      8 Records Found
  1    
Page 1 of 1
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