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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 : 32     View All Holdings Currently Viewing:  Decreased 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
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... - $0.00 $21,670,000 259,259 % 1,317,000 -1,559 0    N/A
   (PJUN)1 Year Chart         PJUN Innovator S&p 500 Power Buf... - $0.00 $11,621,000 336,640 % 155,000 -6,856 0    N/A
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized - $0.00 $10,690,000 92,981 % 858,000 -717 0    N/A
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth - $57.16 $6,360,000 109,539 % 374,000 -1,686 0    N/A
   (FDVV)1 Year Chart         FDVV Fidelity High Dividend Etf - $0.00 $5,836,000 128,808 % 340,000 -1,187 0    N/A
   (ONEQ)1 Year Chart         ONEQ Fidelity NASD Comp Index Fund - $64.20 $4,180,000 64,896 % 329,000 -114 0    N/A
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... - $54.76 $3,284,000 58,461 % 181,000 -1,581 0    N/A
   (PAUG)1 Year Chart         PAUG Innovator S&p 500 Power Buf... - $0.00 $2,709,000 76,568 % -37,000 -5,735 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap - $108.26 $2,208,000 19,968 % 19,000 -246 0    N/A
   (PGR)1 Year Chart         PGR Progressive Corp - $215.90 $1,781,000 8,611 % 373,000 -230 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc - $278.97 $1,718,000 5,703 % 184,000 -128 0    N/A
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc - $70.43 $1,631,000 23,302 % -127,000 -962 0    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc - $131.61 $1,624,000 14,234 % 36,000 -6,524 0    N/A
   (CTAS)1 Year Chart         CTAS Cintas Corp - $690.54 $1,542,000 2,245 % -49,000 -394 0    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp - $763.41 $1,368,000 1,861 % 52,000 -133 0    N/A
   (PFEB)1 Year Chart         PFEB Innovator S&p 500 Power Buf... - $0.00 $1,291,000 37,785 % 43,000 -431 0    N/A
   (PJAN)1 Year Chart         PJAN Innovator S&p 500 Power Buf... - $0.00 $1,156,000 29,550 % 0 -1,500 0    N/A
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... - $50.81 $1,138,000 22,052 % -111,000 -1,966 0    N/A
   (NOW)1 Year Chart         NOW Servicenow, Inc. - $721.03 $1,070,000 1,403 % 58,000 -30 0    N/A
   (PAPR)1 Year Chart         PAPR Innovator S&p 500 Power Buf... - $0.00 $940,000 27,972 % -112,000 -4,204 0    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc - $609.47 $934,000 1,538 % 145,000 -82 0    N/A
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific - $573.64 $927,000 1,594 % 77,000 -6 0    N/A
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... - $0.00 $836,000 22,711 % -86,000 -3,165 0    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc - $66.40 $693,000 9,007 % 109,000 -479 0    N/A
   (FALN)1 Year Chart         FALN Ishares Fallen Angels Usd Bond - $0.00 $603,000 22,459 % 6,000 -142 0    N/A
   (NKE)1 Year Chart         NKE Nike Inc B - $93.59 $576,000 6,118 % -184,000 -878 0    N/A
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... - $0.00 $537,000 14,139 % 4,000 -585 0    N/A
   (NSC)1 Year Chart         NSC Norfolk Southern Corp - $249.65 $484,000 1,890 % -870,000 -3,830 0    N/A
   (IBM)1 Year Chart         IBM International Business Mach... - $169.90 $444,000 2,323 % -89,000 -930 0    N/A
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc - $345.61 $335,000 857 % -110,000 -13 0    N/A
   (COP)1 Year Chart         COP ConocoPhillips - $123.06 $285,000 2,241 % 9,000 -137 0    N/A
   (KBE)1 Year Chart         KBE streetTRACKS Series Trust K... - $47.05 $202,000 4,284 % -47,000 -1,134 0    N/A

      32 Records Found
  1    
Page 1 of 1
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