253 is the total number of securities Lineweaver Wealth Advisors, LLC has owned. The longest Lineweaver Wealth Advisors, LLC has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 16 | 16 | 8.44% | 12.32% | 15.53% | Q4 2019 | Q3 2023 | 16 |
USMV | ISHARES TR MSCI USA MI... | 16 | 16 | 4.38% | 6.78% | 11.21% | Q4 2019 | Q3 2023 | 16 |
AAPL | APPLE INC COM USD0.00001 | 16 | 16 | 2.70% | 3.66% | 4.34% | Q4 2019 | Q3 2023 | 16 |
IJR | ISHARES TR | 16 | 16 | 0.69% | 2.22% | 3.46% | Q4 2019 | Q3 2023 | 16 |
DGRO | ISHARES TRUST CORE DIV... | 16 | 16 | 1.68% | 2.02% | 2.34% | Q4 2019 | Q3 2023 | 16 |
IEFA | ISHARES TRUST CORE MSC... | 16 | 16 | 0.54% | 2.01% | 8.44% | Q4 2019 | Q3 2023 | 16 |
FDVV | FIDELITY HIGH DIVIDEND... | 16 | 16 | 1.52% | 1.74% | 2.16% | Q4 2019 | Q3 2023 | 16 |
IGIB | ISHARES TR ISHS 5-10YR... | 16 | 16 | 0.49% | 1.66% | 3.26% | Q4 2019 | Q3 2023 | 16 |
MBB | ISHARES TR MBS ETF | 16 | 16 | 0.12% | 1.58% | 3.41% | Q4 2019 | Q3 2023 | 16 |
ONEQ | FIDELITY NASDAQ COMPOS... | 16 | 16 | 1.08% | 1.54% | 1.97% | Q4 2019 | Q3 2023 | 16 |
MSFT | MICROSOFT CORP | 16 | 16 | 0.44% | 1.16% | 1.70% | Q4 2019 | Q3 2023 | 16 |
FTEC | FIDELITY MSCI INFORMAT... | 16 | 16 | 0.07% | 1.00% | 3.38% | Q4 2019 | Q3 2023 | 16 |
AMZN | AMAZON.COM INC | 16 | 16 | 0.38% | 0.79% | 0.99% | Q4 2019 | Q3 2023 | 16 |
PG | PROCTER & GAMBLE CO COM | 16 | 16 | 0.40% | 0.78% | 1.27% | Q4 2019 | Q3 2023 | 16 |
UNH | UNITEDHEALTH GROUP INC | 16 | 16 | 0.44% | 0.70% | 0.97% | Q4 2019 | Q3 2023 | 16 |
BRKB | BERKSHIRE HATHAWAY INC... | 16 | 16 | 0.40% | 0.66% | 1.03% | Q4 2019 | Q3 2023 | 16 |
ITOT | ISHARES TR | 16 | 16 | 0.10% | 0.65% | 6.45% | Q4 2019 | Q3 2023 | 16 |
JNJ | JOHNSON JOHNSON COM US... | 16 | 16 | 0.26% | 0.57% | 0.87% | Q4 2019 | Q3 2023 | 16 |
PFF | ISHARES TR PFD AND INC... | 16 | 16 | 0.21% | 0.54% | 1.21% | Q4 2019 | Q3 2023 | 16 |
TSLA | TESLA INC COM | 16 | 16 | 0.15% | 0.53% | 0.93% | Q4 2019 | Q3 2023 | 16 |
JPM | JPMORGAN CHASE & CO CO... | 16 | 16 | 0.34% | 0.53% | 0.81% | Q4 2019 | Q3 2023 | 16 |
PFE | PFIZER INC | 16 | 16 | 0.12% | 0.42% | 0.85% | Q4 2019 | Q3 2023 | 16 |
MCD | MCDONALDS CORP | 16 | 16 | 0.22% | 0.41% | 0.69% | Q4 2019 | Q3 2023 | 16 |
GOOGL | ALPHABET INC CAP STK CL A | 16 | 16 | 0.17% | 0.40% | 0.77% | Q4 2019 | Q3 2023 | 16 |
V | VISA INC COM CL A | 16 | 16 | 0.19% | 0.39% | 0.71% | Q4 2019 | Q3 2023 | 16 |
PGR | PROGRESSIVE CORP OHIO ... | 16 | 16 | 0.20% | 0.39% | 0.68% | Q4 2019 | Q3 2023 | 16 |
MRK | MERCK & CO INC NEW COM | 16 | 16 | 0.12% | 0.35% | 0.70% | Q4 2019 | Q3 2023 | 16 |
FDN | FIRST TR EXCHANGE TRAD... | 16 | 16 | 0.12% | 0.25% | 0.37% | Q4 2019 | Q3 2023 | 16 |
T | ATT INC COM USD1 | 16 | 16 | 0.07% | 0.22% | 0.50% | Q4 2019 | Q3 2023 | 16 |
SBUX | STARBUCKS CORP COM USD... | 16 | 16 | 0.08% | 0.22% | 0.33% | Q4 2019 | Q3 2023 | 16 |
DIS | WALT DISNEY CO | 16 | 16 | 0.06% | 0.22% | 0.35% | Q4 2019 | Q3 2023 | 16 |
NFLX | NETFLIX INC | 16 | 16 | 0.08% | 0.18% | 0.28% | Q4 2019 | Q3 2023 | 16 |
BSCO | INVESCO EXCH TRD SLF I... | 16 | 16 | 0.08% | 0.14% | 0.26% | Q4 2019 | Q3 2023 | 16 |
BSCP | INVESCO EXCH TRD SLF I... | 16 | 16 | 0.06% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
PHYS | SPROTT PHYSICAL GOLD T... | 16 | 16 | 0.08% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
ESGU | ISHARES TR ESG MSCI US... | 15 | 15 | 2.72% | 7.54% | 10.83% | Q1 2020 | Q3 2023 | 15 |
GOVT | ISHARES TR US TREAS BD... | 10 | 5 | 2.23% | 5.21% | 11.47% | Q4 2019 | Q3 2023 | 15 |
SHYG | ISHARES TRUST 0-5YR HI... | 15 | 15 | 0.11% | 0.82% | 2.69% | Q1 2020 | Q3 2023 | 15 |
WMT | WALMART INC COM | 15 | 15 | 0.17% | 0.46% | 0.67% | Q1 2020 | Q3 2023 | 15 |
VZ | VERIZON COMMUNICATIONS... | 15 | 15 | 0.07% | 0.43% | 0.75% | Q4 2019 | Q2 2023 | 15 |
CTAS | CINTAS CORP | 14 | 1 | 0.14% | 0.39% | 0.95% | Q4 2019 | Q3 2023 | 15 |
HD | HOME DEPOT INC COM | 15 | 15 | 0.16% | 0.33% | 0.55% | Q1 2020 | Q3 2023 | 15 |
TMO | THERMO FISHER SCIENTIF... | 15 | 15 | 0.17% | 0.30% | 0.53% | Q1 2020 | Q3 2023 | 15 |
COST | COSTCO WHSL CORP NEW | 15 | 15 | 0.16% | 0.23% | 0.36% | Q1 2020 | Q3 2023 | 15 |
BAC | BK OF AMERICA CORP COM | 15 | 15 | 0.13% | 0.19% | 0.27% | Q1 2020 | Q3 2023 | 15 |
GOOG | ALPHABET INC CAP STK CL C | 14 | 1 | 0.11% | 0.15% | 0.18% | Q4 2019 | Q3 2023 | 15 |
VMW | VMWARE INC CL A COM | 11 | 4 | 0.07% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 15 |
IGSB | ISHARES TR SH TR CRPOR... | 14 | 14 | 0.09% | 1.37% | 4.24% | Q2 2020 | Q3 2023 | 14 |
CVS | CVS HEALTH CORPORATION... | 14 | 14 | 0.11% | 0.36% | 0.85% | Q2 2020 | Q3 2023 | 14 |
CVX | CHEVRON CORP NEW COM | 14 | 14 | 0.11% | 0.26% | 0.59% | Q2 2020 | Q3 2023 | 14 |
CRM | SALESFORCE INC COM | 14 | 14 | 0.08% | 0.21% | 0.34% | Q2 2020 | Q3 2023 | 14 |
FB | META PLATFORMS INC CLA... | 13 | 1 | 0.09% | 0.20% | 0.29% | Q4 2019 | Q3 2023 | 14 |
AMGN | AMGEN INC | 14 | 14 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
MBCN | MIDDLEFIELD BANC CORP(... | 13 | 13 | 0.28% | 0.44% | 0.97% | Q3 2020 | Q3 2023 | 13 |
PEP | PEPSICO INC | 13 | 13 | 0.10% | 0.34% | 0.59% | Q3 2020 | Q3 2023 | 13 |
CSCO | CISCO SYSTEMS INC | 13 | 13 | 0.13% | 0.26% | 0.42% | Q3 2020 | Q3 2023 | 13 |
NVDA | NVIDIA CORPORATION COM | 13 | 13 | 0.09% | 0.16% | 0.41% | Q3 2020 | Q3 2023 | 13 |
NKE | NIKE INC CLASS B COM NPV | 13 | 13 | 0.06% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 13 |
LULU | LULULEMON ATHLETICA IN... | 13 | 13 | 0.09% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 13 |
EFG | ISHARES TR EAFE GRWTH ETF | 9 | 3 | 2.44% | 3.95% | 5.25% | Q2 2020 | Q3 2023 | 12 |
MDLZ | MONDELEZ INTL INC COM NPV | 12 | 12 | 0.08% | 0.42% | 0.72% | Q4 2020 | Q3 2023 | 12 |
PYPL | PAYPAL HLDGS INC COM | 12 | 12 | 0.17% | 0.38% | 0.62% | Q4 2019 | Q3 2022 | 12 |
BLK | BLACKROCK INC COM USD0.01 | 12 | 12 | 0.15% | 0.34% | 0.44% | Q4 2020 | Q3 2023 | 12 |
MA | MASTERCARD INCORPORATE... | 12 | 12 | 0.10% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 12 |
EFV | ISHARES TR EAFE VALUE ETF | 11 | 11 | 2.75% | 3.87% | 5.33% | Q1 2021 | Q3 2023 | 11 |
IUSB | ISHARES TR CORE TOTAL USD | 11 | 11 | 0.10% | 3.31% | 5.37% | Q1 2021 | Q3 2023 | 11 |
FALN | ISHARES TRUST FALLEN A... | 11 | 11 | 0.16% | 1.53% | 4.48% | Q1 2021 | Q3 2023 | 11 |
RDVY | FIRST TR EXCHANGE-TRAD... | 11 | 11 | 0.90% | 0.96% | 1.04% | Q1 2021 | Q3 2023 | 11 |
PJAN | Innovator S&P 500 Powe... | 11 | 11 | 0.18% | 0.47% | 0.76% | Q1 2021 | Q3 2023 | 11 |
XOM | EXXON MOBIL CORP | 11 | 11 | 0.09% | 0.20% | 0.50% | Q1 2021 | Q3 2023 | 11 |
DVY | ISHARES TR | 11 | 11 | 0.09% | 0.17% | 0.27% | Q1 2021 | Q3 2023 | 11 |
HON | HONEYWELL INTL INC | 11 | 11 | 0.08% | 0.13% | 0.29% | Q1 2021 | Q3 2023 | 11 |
AMT | AMERICAN TOWER CORP NE... | 10 | 1 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 11 |
FCOR | FIDELITY CORPORATE BON... | 10 | 10 | 1.74% | 4.88% | 9.57% | Q4 2019 | Q1 2022 | 10 |
EMB | ISHARES TR JP MOR EM M... | 10 | 10 | 0.28% | 0.93% | 2.19% | Q4 2019 | Q1 2022 | 10 |
PJUN | Innovator S&P 500 Powe... | 10 | 10 | 0.10% | 0.91% | 3.21% | Q2 2021 | Q3 2023 | 10 |
PAPR | INNOVATOR ETFS TR US E... | 10 | 10 | 0.09% | 0.39% | 1.21% | Q2 2021 | Q3 2023 | 10 |
PMAY | Innovator S&P 500 Powe... | 10 | 10 | 0.13% | 0.32% | 0.48% | Q2 2021 | Q3 2023 | 10 |
CCI | CROWN CASTLE INTL CORP... | 10 | 10 | 0.21% | 0.30% | 0.40% | Q4 2019 | Q1 2022 | 10 |
KO | COCA-COLA CO | 10 | 10 | 0.09% | 0.23% | 0.44% | Q2 2021 | Q3 2023 | 10 |
BSCN | INVESCO EXCH TRD SLF I... | 10 | 10 | 0.08% | 0.16% | 0.29% | Q4 2019 | Q1 2022 | 10 |
BSCQ | INVESCO EXCH TRD SLF I... | 6 | 1 | 0.06% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 10 |
AXP | AMERICAN EXPRESS CO CO... | 10 | 10 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q2 2023 | 10 |
F | FORD MTR CO DEL COM | 7 | 3 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 10 |
PROSPECT CAP CORP BOND... | 8 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 | |
PDEC | Innovator S&P 500 Powe... | 7 | 2 | 0.25% | 1.13% | 2.06% | Q4 2020 | Q2 2023 | 9 |
IYE | ISHARES TR | 9 | 9 | 0.07% | 1.09% | 1.80% | Q1 2021 | Q1 2023 | 9 |
PAUG | INNOVATOR ETFS TR US E... | 9 | 9 | 0.39% | 0.55% | 0.83% | Q3 2021 | Q3 2023 | 9 |
MCO | MOODYS CORP COM USD0.01 | 9 | 9 | 0.39% | 0.46% | 0.56% | Q3 2021 | Q3 2023 | 9 |
MCK | MCKESSON CORP | 9 | 9 | 0.15% | 0.25% | 0.31% | Q3 2021 | Q3 2023 | 9 |
LECO | LINCOLN ELECTRIC HOLDI... | 9 | 9 | 0.21% | 0.24% | 0.25% | Q3 2021 | Q3 2023 | 9 |
ADBE | ADOBE SYSTEMS INCORPOR... | 8 | 1 | 0.07% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 9 |
MDT | MEDTRONIC PLC USD0.0001 | 8 | 1 | 0.06% | 0.11% | 0.24% | Q2 2020 | Q3 2023 | 9 |
SHW | SHERWIN-WILLIAMS CO | 9 | 9 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q3 2022 | 9 |
IYY | ISHARES TR | 9 | 9 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q1 2023 | 9 |
AEL | AMERICAN EQUITY INVEST... | 9 | 9 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
BSCR | INVESCO EXCH TRD SLF I... | 5 | 4 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q1 2023 | 9 |
IHI | ISHARES TR U.S. MED DV... | 8 | 8 | 0.07% | 0.86% | 1.85% | Q2 2020 | Q1 2022 | 8 |
PFEB | Innovator S&P 500 Powe... | 7 | 1 | 0.29% | 0.46% | 0.78% | Q1 2021 | Q3 2023 | 8 |
UPS | UNITED PARCEL SERVICE INC | 5 | 3 | 0.08% | 0.40% | 0.54% | Q3 2021 | Q3 2023 | 8 |
PMAR | Innovator S&P 500 Powe... | 7 | 1 | 0.25% | 0.30% | 0.44% | Q1 2021 | Q3 2023 | 8 |
PNOV | Innovator S&P 500 Powe... | 6 | 2 | 0.08% | 0.23% | 0.38% | Q4 2020 | Q1 2023 | 8 |
VCIT | VANGUARD SCOTTSDALE FDS | 8 | 8 | 0.14% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
QCOM | QUALCOMM INC | 5 | 3 | 0.07% | 0.18% | 0.28% | Q3 2021 | Q3 2023 | 8 |
FLDR | FIDELITY LOW DURATION ... | 7 | 7 | 0.12% | 0.98% | 2.03% | Q4 2019 | Q2 2021 | 7 |
PSEP | Innovator S&P 500 Powe... | 7 | 7 | 0.42% | 0.68% | 1.01% | Q3 2021 | Q1 2023 | 7 |
PJUL | Innovator S&P 500 Powe... | 6 | 1 | 0.14% | 0.51% | 0.62% | Q2 2021 | Q3 2023 | 7 |
BSCM | INVESCO EXCH TRD SLF I... | 7 | 7 | 0.12% | 0.22% | 0.34% | Q4 2019 | Q2 2021 | 7 |
DUK | DUKE ENERGY CORP NEW C... | 7 | 7 | 0.07% | 0.19% | 0.25% | Q1 2022 | Q3 2023 | 7 |
DLR | DIGITAL REALTY TRUST INC | 7 | 7 | 0.14% | 0.16% | 0.19% | Q3 2020 | Q1 2022 | 7 |
UNP | UNION PAC CORP COM | 7 | 7 | 0.08% | 0.14% | 0.21% | Q1 2021 | Q3 2022 | 7 |
CMCSA | COMCAST CORP NEW | 6 | 1 | 0.06% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 7 |
K | KELLOGG COMPANY COM US... | 5 | 1 | 0.06% | 0.10% | 0.15% | Q4 2019 | Q3 2022 | 7 |
ABBV | ABBVIE INC COM USD0.01 | 7 | 7 | 0.07% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
VUG | VANGUARD INDEX FDS VAN... | 5 | 2 | 0.07% | 0.08% | 0.13% | Q1 2021 | Q2 2023 | 7 |
ESGE | ISHARES INC ESG MSCI E... | 5 | 1 | 0.08% | 2.60% | 4.64% | Q1 2020 | Q1 2022 | 6 |
IGLB | ISHARES TR LNG TR CRPR... | 6 | 6 | 1.79% | 2.59% | 3.19% | Q4 2019 | Q1 2021 | 6 |
FQAL | FIDELITY QUALITY FACTO... | 4 | 2 | 0.06% | 1.38% | 4.85% | Q4 2019 | Q1 2022 | 6 |
TIP | ISHARES TR | 6 | 6 | 0.46% | 1.26% | 3.13% | Q2 2022 | Q3 2023 | 6 |
IBM | INTERNATIONAL BUS MACH... | 6 | 6 | 0.07% | 0.51% | 0.66% | Q2 2022 | Q3 2023 | 6 |
COP | CONOCOPHILLIPS COM | 6 | 6 | 0.31% | 0.46% | 0.55% | Q2 2022 | Q3 2023 | 6 |
BMY | BRISTOL-MYERS SQUIBB C... | 4 | 2 | 0.08% | 0.42% | 0.72% | Q2 2021 | Q3 2023 | 6 |
UL | UNILEVER PLC SPON ADR NEW | 6 | 6 | 0.09% | 0.41% | 0.79% | Q2 2022 | Q3 2023 | 6 |
NRZ | RITHM CAPITAL CORP | 6 | 6 | 0.12% | 0.26% | 0.31% | Q2 2022 | Q3 2023 | 6 |
TXN | TEXAS INSTRUMENTS INC ... | 3 | 3 | 0.07% | 0.21% | 0.37% | Q3 2021 | Q3 2023 | 6 |
IWM | ISHARES RUSSELL 2000 ETF | 6 | 6 | 0.14% | 0.19% | 0.22% | Q4 2020 | Q1 2022 | 6 |
MO | ALTRIA GROUP INC | 6 | 6 | 0.06% | 0.15% | 0.22% | Q1 2022 | Q2 2023 | 6 |
POCT | INNOVATOR ETFS TR US E... | 5 | 1 | 0.08% | 0.15% | 0.22% | Q3 2020 | Q3 2022 | 6 |
PNC | PNC FINL SVCS GROUP INC | 6 | 6 | 0.07% | 0.11% | 0.15% | Q1 2022 | Q2 2023 | 6 |
CRWD | CROWDSTRIKE HLDGS INC ... | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
VO | VANGUARD MID-CAP INDEX... | 6 | 6 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q1 2022 | 6 |
BAKKT HOLDINGS INC COM... | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 | |
LQD | ISHARES TR | 5 | 5 | 0.92% | 1.72% | 2.84% | Q3 2022 | Q3 2023 | 5 |
FUTY | FIDELITY MSCI UTILS IN... | 5 | 5 | 0.57% | 0.73% | 0.91% | Q4 2019 | Q4 2020 | 5 |
SDEI | TIDAL ETF TR SOUND EQU... | 5 | 5 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
MUB | ISHARES NATIONAL MUNI ... | 5 | 5 | 0.07% | 0.20% | 0.34% | Q3 2020 | Q3 2021 | 5 |
SQ | SQUARE INC CL A | 5 | 5 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q1 2022 | 5 |
DIA | SPDR DOW JONES INDL AV... | 5 | 5 | 0.10% | 0.12% | 0.15% | Q2 2021 | Q2 2022 | 5 |
ABT | ABBOTT LABORATORIES | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q1 2022 | 5 |
HTGC | HERCULES CAPITAL INC | 3 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 5 |
THW | TEKLA WORLD HEALTHCARE... | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
NYCB | NEW YORK COMMUNITY BAN... | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
PFLT | PENNANTPARK FLOATING R... | 3 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q1 2022 | 5 |
FVAL | FIDELITY VALUE FACTOR ETF | 4 | 4 | 1.86% | 2.21% | 2.50% | Q2 2020 | Q1 2021 | 4 |
OEF | ISHARES TR | 3 | 1 | 1.87% | 2.05% | 2.34% | Q3 2022 | Q3 2023 | 4 |
VLUE | ISHARES TR MSCI USA VALUE | 4 | 4 | 0.94% | 1.84% | 2.41% | Q2 2021 | Q1 2022 | 4 |
HDV | ISHARES TR | 4 | 4 | 0.11% | 1.55% | 2.10% | Q2 2022 | Q1 2023 | 4 |
IXG | ISHARES S&P GLOBAL FIN... | 4 | 4 | 0.86% | 1.35% | 2.07% | Q2 2021 | Q1 2022 | 4 |
IXN | ISHARES S&P GLOBAL TEC... | 4 | 4 | 0.98% | 1.33% | 1.96% | Q2 2021 | Q1 2022 | 4 |
BSCL | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.27% | 0.33% | 0.39% | Q4 2019 | Q3 2020 | 4 |
BSJL | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.12% | 0.24% | 0.30% | Q4 2019 | Q3 2020 | 4 |
DLTR | DOLLAR TREE INC | 4 | 4 | 0.21% | 0.22% | 0.23% | Q3 2022 | Q2 2023 | 4 |
BSJO | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.10% | 0.16% | 0.19% | Q4 2019 | Q3 2020 | 4 |
HYG | ISHARES TR IBOXX HI YD... | 4 | 4 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q3 2021 | 4 |
PINS | PINTEREST INC CL A | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2021 | 4 |
BIL | SPDR SER TR | 4 | 4 | 0.08% | 0.11% | 0.13% | Q3 2022 | Q2 2023 | 4 |
ROKU | ROKU INC COM CL A | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 4 |
FXO | FIRST TR EXCHANGE TRAD... | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
PM | PHILIP MORRIS INTL INC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q4 2022 | 4 |
DE | DEERE & CO | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
QUAL | ISHARES TR | 3 | 3 | 7.40% | 7.63% | 7.77% | Q1 2023 | Q3 2023 | 3 |
SNY | SANOFI ADR REP 1 1/2 ORD | 3 | 3 | 0.37% | 0.40% | 0.42% | Q2 2022 | Q4 2022 | 3 |
COG | COTERRA ENERGY INC COM | 3 | 3 | 0.27% | 0.40% | 0.49% | Q2 2022 | Q4 2022 | 3 |
EWU | ISHARES TR | 3 | 3 | 0.16% | 0.34% | 0.45% | Q1 2023 | Q3 2023 | 3 |
HAS | HASBRO INC | 3 | 3 | 0.25% | 0.33% | 0.38% | Q1 2023 | Q3 2023 | 3 |
SWK | STANLEY BLACK & DECKER... | 3 | 3 | 0.21% | 0.32% | 0.38% | Q1 2023 | Q3 2023 | 3 |
GD | GENERAL DYNAMICS CORP ... | 3 | 3 | 0.26% | 0.28% | 0.30% | Q2 2022 | Q4 2022 | 3 |
NSC | NORFOLK SOUTHN CORP | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
BSJM | INVESCO EXCH TRD SLF I... | 3 | 3 | 0.19% | 0.22% | 0.24% | Q4 2019 | Q2 2020 | 3 |
INTC | INTEL CORP COM USD0.001 | 3 | 3 | 0.17% | 0.21% | 0.27% | Q3 2021 | Q1 2022 | 3 |
PSX | PHILLIPS 66 | 3 | 3 | 0.18% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
BSJN | INVESCO EXCH TRD SLF I... | 3 | 3 | 0.14% | 0.17% | 0.18% | Q4 2019 | Q2 2020 | 3 |
DOW | DOW INC COM | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2022 | Q3 2022 | 3 |
IEF | ISHARES TR BARCLAYS 7 ... | 3 | 3 | 0.11% | 0.13% | 0.17% | Q2 2020 | Q4 2020 | 3 |
EPD | ENTERPRISE PRODS PARTN... | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
FDL | FIRST TR MORNINGSTAR D... | 3 | 3 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q4 2022 | 3 |
KMB | KIMBERLY-CLARK CORP COM | 3 | 3 | 0.07% | 0.10% | 0.14% | Q3 2021 | Q1 2022 | 3 |
SPOT | SPOTIFY TECHNOLOGY S.A... | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
SIVB | SVB FINANCIAL GROUP COM | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
TEF | TELEFONICA SA ADR EA R... | 3 | 3 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q4 2021 | 3 |
NLY | ANNALY CAPITAL MANAGEM... | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
IEMG | ISHARES INC CORE MSCI ... | 2 | 2 | 2.70% | 3.61% | 4.51% | Q4 2019 | Q1 2020 | 2 |
IYG | ISHARES U S FINANCIAL ... | 2 | 2 | 1.11% | 1.17% | 1.22% | Q2 2020 | Q3 2020 | 2 |
SHY | ISHARES TR | 2 | 2 | 0.12% | 1.13% | 2.14% | Q4 2022 | Q1 2023 | 2 |
TLT | ISHARES TR 20 YR TR BD... | 2 | 2 | 0.98% | 1.05% | 1.13% | Q4 2019 | Q1 2020 | 2 |
FLO | FLOWERS FOODS INC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q3 2022 | Q4 2022 | 2 |
ADP | AUTOMATIC DATA PROCESS... | 2 | 2 | 0.29% | 0.31% | 0.33% | Q1 2022 | Q2 2022 | 2 |
KBE | SPDR SER TR | 2 | 2 | 0.20% | 0.27% | 0.34% | Q2 2023 | Q3 2023 | 2 |
AZO | AUTOZONE INC COM USD0.01 | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q4 2022 | 2 |
LMT | LOCKHEED MARTIN CORP | 2 | 2 | 0.12% | 0.17% | 0.23% | Q2 2023 | Q3 2023 | 2 |
NEE | NEXTERA ENERGY INC COM... | 1 | 1 | 0.06% | 0.16% | 0.25% | Q4 2021 | Q3 2023 | 2 |
BANX | STONECASTLE FINL CORP COM | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
JPST | J P MORGAN EXCHANGE-TR... | 2 | 2 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q1 2021 | 2 |
MINT | PIMCO ETF TRUST ENHANC... | 2 | 2 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q1 2021 | 2 |
RSP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
MRNA | MODERNA INC COM | 2 | 2 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q4 2021 | 2 |
FTNT | FORTINET INC COM USD0.001 | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
MTOR | MERITOR INC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
DOCU | DOCUSIGN INC COM | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
PFE | PFIZER INC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2023 | Q3 2023 | 2 |
EXC | EXELON CORP COM NPV | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
AMZN | AMAZON COM INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
HPE | HEWLETT PACKARD ENTERP... | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
KEY | KEYCORP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
TSLA | TESLA INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
JCPNQ | PENNEY J C CORP INC COM | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
PROSPECT CAP CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 | |
FDMO | FIDELITY MOMENTUM FACT... | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2021 | Q1 2021 | 1 |
COMT | ISHARES US ETF TRUST G... | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2021 | Q2 2021 | 1 |
INNOVATOR ETFS TR | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 | |
EUSA | ISHARES INC MSCI USA E... | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2020 | Q1 2020 | 1 |
TLH | ISHARES TR 10-20 YR TR... | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2021 | Q3 2021 | 1 |
IJH | ISHARES CORE S&P MID-C... | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2019 | Q4 2019 | 1 |
MTUM | ISHARES TR MSCI USA MM... | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2021 | Q2 2021 | 1 |
IFRA | ISHARES TR US INFRASTRUC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2022 | Q2 2022 | 1 |
FLTB | FIDELITY MERRIMACK STR TR | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2022 | Q4 2022 | 1 |
WFC | WELLS FARGO CO NEW COM | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2022 | Q2 2022 | 1 |
DELL | DELL TECHNOLOGIES INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
WM | WASTE MGMT INC DEL | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
RSG | REPUBLIC SVCS INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
AVGO | BROADCOM INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
WCN | WASTE CONNECTIONS INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
JEPI | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
SHELL PLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 | |
VLO | VALERO ENERGY CORP COM | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
APD | AIR PRODS & CHEMS INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
C | CITIGROUP INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
IBDL | ISHARES IBONDS DEC 202... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
FUN | CEDAR FAIR L P DEPOSIT... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
GS | GOLDMAN SACHS GROUP INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
LLY | ELI LILLY & CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
BSJK | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
TWO | TWO HBRS INVT CORP COM... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
RDSA | ROYAL DUTCH SHELL ADR ... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
SO | SOUTHERN CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
NOW | SERVICENOW INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
OXY | OCCIDENTAL PETE CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
PTON | PELOTON INTERACTIVE INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
INNOVATOR ETFS TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 | |
APTS | PREFERRED APARTMENT CO... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
TDOC | TELADOC HEALTH INC COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
VALE | VALE S.A. SPONS ADS RE... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
UBER | UBER TECHNOLOGIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ALB | ALBEMARLE CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
GLW | CORNING INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CMG | CHIPOTLE MEXICAN GRILL... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
ALL | ALLSTATE CORP COM USD0.01 | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
DVN | DEVON ENERGY CORP NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
CLM | CORNERSTONE STRATEGIC ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
AAPL | APPLE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
DVN | DEVON ENERGY CORP NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
DELL | DELL TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR MSCI USA MIN VOL, and APPLE INC COM USD0.00001, are the highest-conviction holdings of Lineweaver Wealth Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Lineweaver Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Lineweaver Wealth Advisors, LLC owns currently or has owned in the past.