The Analysis of LIFE LINE WEALTH MANAGEMENT LLC's Holdings & P&L


Currently, LIFE LINE WEALTH MANAGEMENT LLC holds 35 types of securities in its portfolio with a total value $223.9M. In the most recent quarter, they have increased their positions in IWR (+116.0K shares, valued at $11.3M), VLUE (+76.7K shares, valued at $10.9M), QUAL (+9.8K shares, valued at $1.9M); decreased their positions in IWF (-93.2K shares, valued at $39.7M), N/A (-401.9K shares, valued at $35.4M), IQLT (-450.5K shares, valued at $20.8M); initiated new positions in VLUE (+76.7K shares, valued at $10.9M).


1M P&L
-207.0K-0.13%
3M P&L
+2.3M+1.52%
HY P&L
+11.3M+7.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A137.4M
99.4%
2Software - Infrastructure370.4K
0.3%
3Household & Personal Products290.6K
0.2%

Top Industries by Stock Count

1N/A29 stocks
90.6%
2Household & Personal Products1 stocks
3.1%
3Entertainment1 stocks
3.1%
Stock Holdings
QUAL
ISHARES TR
4.10%
Shares249.8K
Event2026-03-31
Filed2026-04-09
INVESCO QQQ TR
INVESCO QQQ TR
2.85%
Shares81.4K
Event2026-03-31
Filed2026-04-09
ISHARES GOLD TR
ISHARES GOLD TR
-48.16%
Shares432.5K
Event2026-03-31
Filed2026-04-09
IQLT
ISHARES TR
-47.79%
Shares492.2K
Event2026-03-31
Filed2026-04-09
IVV
ISHARES TR
4.89%
Shares33.6K
Event2026-03-31
Filed2026-04-09
IWR
ISHARES TR
362.02%
Shares148.1K
Event2026-03-31
Filed2026-04-09
VLUE
ISHARES TR
New
Shares76.7K
Event2026-03-31
Filed2026-04-09
IWM
ISHARES TR
0.18%
Shares10.9K
Event2026-03-31
Filed2026-04-09
MTUM
ISHARES TR
2.34%
Shares11.1K
Event2026-03-31
Filed2026-04-09
IWF
ISHARES TR
-94.82%
Shares5.1K
Event2026-03-31
Filed2026-04-09
EFG
ISHARES TR
9.75%
Shares12.0K
Event2026-03-31
Filed2026-04-09
IEMG
ISHARES INC
15.53%
Shares18.3K
Event2026-03-31
Filed2026-04-09
FBTC
FIDELITY WISE ORIGIN BITCOIN
0.00%
Shares18.7K
Event2026-03-31
Filed2026-04-09
VUSB
VANGUARD BD INDEX FDS
0.69%
Shares12.6K
Event2026-03-31
Filed2026-04-09
IVW
ISHARES TR
32.37%
Shares5.5K
Event2026-03-31
Filed2026-04-09
USFR
WISDOMTREE TR
0.90%
Shares12.4K
Event2026-03-31
Filed2026-04-09
DYNF
BLACKROCK ETF TRUST
36.56%
Shares10.6K
Event2026-03-31
Filed2026-04-09
EFV
ISHARES TR
26.74%
Shares8.0K
Event2026-03-31
Filed2026-04-09
TLT
ISHARES TR
3.31%
Shares6.7K
Event2026-03-31
Filed2026-04-09
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
3.45%
Shares7.0K
Event2026-03-31
Filed2026-04-09
JPST
J P MORGAN EXCHANGE TRADED F
1.03%
Shares9.4K
Event2026-03-31
Filed2026-04-09
VGSH
VANGUARD SCOTTSDALE FDS
0.61%
Shares7.6K
Event2026-03-31
Filed2026-04-09
AGG
ISHARES TR
2.23%
Shares4.4K
Event2026-03-31
Filed2026-04-09
LQD
ISHARES TR
2.29%
Shares3.9K
Event2026-03-31
Filed2026-04-09
IVE
ISHARES TR
44.86%
Shares2.0K
Event2026-03-31
Filed2026-04-09
QQQM
INVESCO EXCH TRADED FD TR II
0.12%
Shares1.7K
Event2026-03-31
Filed2026-04-09
PULS
PGIM ETF TR
1.16%
Shares7.9K
Event2026-03-31
Filed2026-04-09
BIL
SPDR SERIES TRUST
1.67%
Shares4.2K
Event2026-03-31
Filed2026-04-09
IDEV
ISHARES TR
1.18%
Shares4.6K
Event2026-03-31
Filed2026-04-09
RBRK
RUBRIK INC.
31.28%
Shares7.6K
Event2026-03-31
Filed2026-04-09
HIMS
HIMS & HERS HEALTH INC
0.00%
Shares14.0K
Event2026-03-31
Filed2026-04-09
EMXC
ISHARES INC
8.94%
Shares3.6K
Event2026-03-31
Filed2026-04-09
ESGU
ISHARES TR
-34.68%
Shares1.9K
Event2026-03-31
Filed2026-04-09
MINT
PIMCO ETF TR
1.03%
Shares2.3K
Event2026-03-31
Filed2026-04-09
NFLX
NETFLIX INC.
-18.40%
Shares2.4K
Event2026-03-31
Filed2026-04-09

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available