$255 Million is the total value of Lineweaver Wealth Advisors, LLC's 96 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PFLT | Exit | PENNANTPARK FLOATING RATE CAP COM | $0 | – | -10,422 | -100.0% | -0.04% | – |
BSJO | Exit | INVESCO EXCH TRD SLF IDX FD TR BULSHS 2024 HY | $0 | – | -9,235 | -100.0% | -0.10% | – |
BSJL | Exit | INVESCO EXCH TRD SLF IDX FD TR BULSHS 2021 HY | $0 | – | -12,178 | -100.0% | -0.12% | – |
BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD TR BULSHS 2026 CB | $0 | – | -14,612 | -100.0% | -0.14% | – |
POCT | Exit | INNOVATOR ETFS TR SP 500 PWRETFs&p 500 pwretf | $0 | – | 0 | +100.0% | -0.22% | – |
BSCL | Exit | INVESCO EXCH TRD SLF IDX FD TR BULSHS 2021 CB | $0 | – | -28,763 | -100.0% | -0.27% | – |
IYG | Exit | ISHARES TRUST DOW JONES UNITED STATES FINANCIALu.s. fin svc etf | $0 | – | -20,415 | -100.0% | -1.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 16 | Q3 2023 | 15.5% |
ISHARES TR MSCI USA MIN VOL | 16 | Q3 2023 | 11.2% |
APPLE INC COM USD0.00001 | 16 | Q3 2023 | 4.3% |
ISHARES TR | 16 | Q3 2023 | 3.5% |
ISHARES TRUST CORE DIVID GWTH | 16 | Q3 2023 | 2.3% |
ISHARES TRUST CORE MSCI EAFE ETF | 16 | Q3 2023 | 8.4% |
FIDELITY HIGH DIVIDEND ETF | 16 | Q3 2023 | 2.2% |
ISHARES TR ISHS 5-10YR INVT | 16 | Q3 2023 | 3.3% |
ISHARES TR MBS ETF | 16 | Q3 2023 | 3.4% |
FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK | 16 | Q3 2023 | 2.0% |
View Lineweaver Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-27 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-26 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-26 |
13F-HR | 2022-05-09 |
13F-HR | 2022-01-31 |
View Lineweaver Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.