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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:  Closed 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
   (SPY)1 Year Chart         SPY Standard & Poors Depository... Closed $517.19 $0 0 0% -475,000 -999 0    Closed - End Fund - E...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp Closed $39.05 $0 0 0% -205,000 -4,668 0    CATV Systems
   (BA)1 Year Chart         BA Boeing Co Closed $180.35 $0 0 0% -253,000 -970 0    Aerospace/Defense - M...
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... Closed $0.00 $0 0 0% -254,000 -5,519 0    N/A
   (FDN)1 Year Chart         FDN First Trust Dow Jones Inter... Closed $202.76 $0 0 0% -462,000 -2,479 0    Closed - End Fund - E...
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc Closed $3.58 $0 0 0% -172,000 -16,779 0    Savings & Loans
   (PFE)1 Year Chart         PFE Pfizer Inc Closed $28.27 $0 0 0% -378,000 -13,130 0    Drug Manufacturers - ...
   (SBUX)1 Year Chart         SBUX Starbucks Corp Closed $73.50 $0 0 0% -273,000 -2,838 0    Specialty Eateries

      8 Records Found
  1    
Page 1 of 1
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