$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MBCN | MIDDLEFIELD BANC CORP(US) COM NPV | $2,484,000 | +16.6% | 110,402 | 0.0% | 0.97% | +2.4% | |
| NFLX | NETFLIX INC | $538,000 | +8.0% | 996 | 0.0% | 0.21% | -5.0% | |
| VMW | VMWARE INC | $308,000 | -2.5% | 2,202 | 0.0% | 0.12% | -14.2% | |
| PHYS | SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239unit | $280,000 | 0.0% | 18,615 | 0.0% | 0.11% | -12.0% |
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.