Sponsored

The Analysis of Lineweaver Wealth Advisors, LLC's Holdings & P&L

Currently, Lineweaver Wealth Advisors, LLC holds 168 types of securities in its portfolio with a total value $741.5M. In the most recent quarter, they have increased their positions in IXUS (+44.5K shares, valued at $3.9M), CGIC (+105.9K shares, valued at $3.5M), JIVE (+38.6K shares, valued at $3.3M); decreased their positions in CTAS (-7.4K shares, valued at $1.3M), CSCO (-11.2K shares, valued at $866.9K), DGRO (-10.2K shares, valued at $713.2K); initiated new positions in IXUS (+44.5K shares, valued at $3.9M), CGIC (+105.9K shares, valued at $3.5M), CGNG (+60.2K shares, valued at $1.9M).

1M P&L

+22.9M+3.24%

3M P&L

+24.5M+3.47%

HY P&L

+44.1M+6.42%

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/A487.0M

71.3%

2Consumer Electronics23.0M

3.4%

3Drug Manufacturers - General16.2M

2.4%

Top Industries by Stock Count

1N/A69 stocks

46.3%

2Drug Manufacturers - General5 stocks

3.4%

3Semiconductors4 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR100.2K shares1.60%2026-03-312026-04-08

FBND FIDELITY MERRIMACK STR TR843.3K shares5.90%2026-03-312026-04-08

SMTH ALPS ETF TR1.5M shares5.92%2026-03-312026-04-08

AGG ISHARES TR367.5K shares5.83%2026-03-312026-04-08

QUAL ISHARES TR153.7K shares1.68%2026-03-312026-04-08

USMV ISHARES TR317.2K shares1.66%2026-03-312026-04-08

JPIE J P MORGAN EXCHANGE TRADED F584.8K shares6.30%2026-03-312026-04-08

BINC BLACKROCK ETF TRUST II517.0K shares5.98%2026-03-312026-04-08

Sponsored

AAPL APPLE INC90.8K shares-2.05%2026-03-312026-04-08

DYNF BLACKROCK ETF TRUST322.2K shares2.38%2026-03-312026-04-08

JIVE J P MORGAN EXCHANGE TRADED F185.2K shares26.32%2026-03-312026-04-08

EFV ISHARES TR203.5K shares-0.53%2026-03-312026-04-08

IEMG ISHARES INC200.0K shares1.71%2026-03-312026-04-08

PJUN INNOVATOR ETFS TRUST300.3K shares-0.19%2026-03-312026-04-08

BROADCOM INC BROADCOM INC36.6K shares-2.09%2026-03-312026-04-08

NVDA NVIDIA CORPORATION60.0K shares-5.28%2026-03-312026-04-08

Sponsored

MSFT MICROSOFT CORP26.8K shares5.09%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.4K shares0.37%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO28.0K shares2.43%2026-03-312026-04-08

DGRO ISHARES TR115.7K shares-8.07%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR91.7K shares-3.37%2026-03-312026-04-08

GSEW GOLDMAN SACHS ETF TR90.0K shares1.69%2026-03-312026-04-08

MTUM ISHARES TR30.2K shares2.35%2026-03-312026-04-08

PSTP INNOVATOR ETFS TRUST206.1K shares-0.06%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC23.0K shares-6.50%2026-03-312026-04-08

BAI BLACKROCK ETF TRUST199.8K shares2.09%2026-03-312026-04-08

XOM EXXON MOBIL CORP36.4K shares-4.22%2026-03-312026-04-08

FDVV FIDELITY COVINGTON TRUST108.4K shares-1.97%2026-03-312026-04-08

TSLA TESLA INC15.4K shares1.58%2026-03-312026-04-08

AMZN AMAZON COM INC27.4K shares-3.83%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON23.2K shares-3.94%2026-03-312026-04-08

ITA ISHARES TR25.0K shares-0.45%2026-03-312026-04-08

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD73.9K shares-2.18%2026-03-312026-04-08

ONEQ FIDELITY COMWLTH TR59.3K shares1.03%2026-03-312026-04-08

DELL DELL TECHNOLOGIES INC30.0K shares-6.92%2026-03-312026-04-08

CVX CHEVRON CORPORATION22.3K shares5.82%2026-03-312026-04-08

MCD MCDONALDS CORP14.6K shares2.19%2026-03-312026-04-08

NEE NEXTERA ENERGY INC47.8K shares-6.52%2026-03-312026-04-08

CTAS CINTAS CORP25.1K shares-22.82%2026-03-312026-04-08

HD HOME DEPOT INC12.6K shares7.18%2026-03-312026-04-08

Sponsored

BLACKROCK INC BLACKROCK INC4.3K shares3.68%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC33.6K shares-11.18%2026-03-312026-04-08

IXUS ISHARES TR44.5K sharesnew addition2026-03-312026-04-08

ABBV ABBVIE INC16.2K shares5.52%2026-03-312026-04-08

CGIC CAPITAL GROUP INTERNATIONAL105.9K sharesnew addition2026-03-312026-04-08

CITIGROUP INC CITIGROUP INC29.4K shares-5.61%2026-03-312026-04-08

PG PROCTER & GAMBLE CO22.7K shares3.71%2026-03-312026-04-08

WMT WALMART INC26.0K shares2.02%2026-03-312026-04-08

Sponsored

PAUG INNOVATOR ETFS TRUST74.9K shares0.00%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC3.7K shares-7.53%2026-03-312026-04-08

JCI JOHNSON CONTROLS INTERNATION23.0K shares-5.06%2026-03-312026-04-08

PEP PEPSICO INC19.0K shares-4.46%2026-03-312026-04-08

IEFA ISHARES TR32.6K shares2.13%2026-03-312026-04-08

BAC BANK AMERICA CORP59.1K shares1.90%2026-03-312026-04-08

ISTB ISHARES TR58.5K shares13.61%2026-03-312026-04-08

JMUB J P MORGAN EXCHANGE TRADED F54.6K shares4.80%2026-03-312026-04-08

Sponsored

STOT SSGA ACTIVE TR57.9K shares15.65%2026-03-312026-04-08

AMGN AMGEN INC7.8K shares1.41%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW20.8K shares3.41%2026-03-312026-04-08

META META PLATFORMS INC4.7K shares0.54%2026-03-312026-04-08

HON HONEYWELL INTL INC11.7K shares-0.51%2026-03-312026-04-08

V VISA INC8.7K shares-1.12%2026-03-312026-04-08

GLW CORNING INC19.1K shares-4.16%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP4.2K shares-12.54%2026-03-312026-04-08

Sponsored

APD AIR PRODUCTS AND CHEMICALS I8.5K shares45.14%2026-03-312026-04-08

MDLZ MONDELEZ INTL INC42.4K shares21.65%2026-03-312026-04-08

ABT ABBOTT LABORATORIES23.7K shares1353.56%2026-03-312026-04-08

SO SOUTHERN CO24.3K shares7.91%2026-03-312026-04-08

ZMAR INNOVATOR ETFS TRUST84.6K shares47.58%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS9.6K shares39.03%2026-03-312026-04-08

MUB ISHARES TR21.2K shares2.05%2026-03-312026-04-08

DE DEERE & CO4.0K shares-2.66%2026-03-312026-04-08

Sponsored

LLY ELI LILLY & CO2.4K shares-2.23%2026-03-312026-04-08

MCK MCKESSON CORP2.5K shares-1.55%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO34.4K shares6.35%2026-03-312026-04-08

ZDEK INNOVATOR ETFS TRUST79.6K shares-0.18%2026-03-312026-04-08

MEDTRONIC PLC MEDTRONIC PLC23.2K shares-8.62%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION2.0K shares-11.61%2026-03-312026-04-08

PGR PROGRESSIVE CORP10.0K shares12.78%2026-03-312026-04-08

BUFF INNOVATOR ETFS TRUST39.9K shares0.00%2026-03-312026-04-08

Sponsored

PMAY INNOVATOR ETFS TRUST48.1K shares0.00%2026-03-312026-04-08

CGNG CAPITAL GROUP NEW GEOGRAPHY60.2K sharesnew addition2026-03-312026-04-08

CAT CATERPILLAR INC2.6K shares-14.58%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP6.3K shares3.69%2026-03-312026-04-08

ZAPR INNOVATOR ETFS TRUST67.2K shares0.00%2026-03-312026-04-08

UNILEVER PLC UNILEVER PLC30.5K shares8.44%2026-03-312026-04-08

ZNOV INNOVATOR ETFS TRUST64.7K shares-0.01%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC5.0K shares2.23%2026-03-312026-04-08

Sponsored

FDX FEDEX CORP4.7K shares-16.76%2026-03-312026-04-08

ZFEB INNOVATOR ETFS TRUST65.3K shares59.58%2026-03-312026-04-08

IJR ISHARES TR12.9K shares-0.97%2026-03-312026-04-08

PJAN INNOVATOR ETFS TRUST34.7K shares29.77%2026-03-312026-04-08

PFEB INNOVATOR ETFS TRUST39.5K shares13.75%2026-03-312026-04-08

ASML ASML HLDG NV1.1K shares13.31%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC2.9K shares-3.56%2026-03-312026-04-08

NOW SERVICENOW INC13.1K shares20.19%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC4.5K shares-2.85%2026-03-312026-04-08

AMT AMERICAN TOWER CORP7.1K shares26.77%2026-03-312026-04-08

CSCO CISCO SYS INC15.4K shares-41.97%2026-03-312026-04-08

LINDE PLC LINDE PLC2.4K shares-2.24%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC7.4K shares14.85%2026-03-312026-04-08

ZJAN INNOVATOR ETFS TRUST41.1K shares72.27%2026-03-312026-04-08

NFLX NETFLIX INC.11.0K shares-11.67%2026-03-312026-04-08

CLX CLOROX CO DEL10.2K shares37.28%2026-03-312026-04-08

Sponsored

PMAR INNOVATOR ETFS TRUST23.8K shares29.54%2026-03-312026-04-08

UNP UNION PAC CORP4.4K shares-9.97%2026-03-312026-04-08

ZJUN INNOVATOR ETFS TRUST38.8K shares0.00%2026-03-312026-04-08

LECO LINCOLN ELEC HLDGS INC4.1K shares0.00%2026-03-312026-04-08

BA BOEING CO4.9K shares26.79%2026-03-312026-04-08

QCOM QUALCOMM INC7.6K shares12.41%2026-03-312026-04-08

PAPR INNOVATOR ETFS TRUST22.9K shares0.00%2026-03-312026-04-08

ZAUG INNOVATOR ETFS TRUST34.1K shares0.00%2026-03-312026-04-08

Sponsored

ZMAY INNOVATOR ETFS TRUST34.8K shares0.00%2026-03-312026-04-08

ZOCT INNOVATOR ETFS TRUST32.6K shares0.00%2026-03-312026-04-08

CRM SALESFORCE INC4.6K shares-32.81%2026-03-312026-04-08

CGMU CAPITAL GRP FIXED INCM ETF T31.7K sharesnew addition2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC2.4K shares-5.65%2026-03-312026-04-08

DIS DISNEY WALT CO8.8K shares-5.42%2026-03-312026-04-08

MINO PIMCO ETF TR18.9K sharesnew addition2026-03-312026-04-08

APH AMPHENOL CORP6.3K sharesnew addition2026-03-312026-04-08

Sponsored

ZSEP INNOVATOR ETFS TRUST26.7K shares0.00%2026-03-312026-04-08

MCO MOODYS CORP1.6K shares-0.87%2026-03-312026-04-08

HIMU BLACKROCK ETF TRUST II14.2K shares18.97%2026-03-312026-04-08

PHYS SPROTT ASSET MANAGEMENT LP18.6K shares0.00%2026-03-312026-04-08

BSX BOSTON SCIENTIFIC CORP10.2K sharesnew addition2026-03-312026-04-08

ISRG INTUITIVE SURGICAL INC1.4K shares-20.06%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F12.6K shares-38.47%2026-03-312026-04-08

FDN FIRST TR EXCHANGE-TRADED FD2.7K shares-1.51%2026-03-312026-04-08

Sponsored

A AGILENT TECHNOLOGIES INC5.5K shares0.90%2026-03-312026-04-08

PJUL INNOVATOR ETFS TRUST12.7K shares0.00%2026-03-312026-04-08

JEPI J P MORGAN EXCHANGE TRADED F10.2K shares-9.85%2026-03-312026-04-08

PDEC INNOVATOR ETFS TRUST13.0K shares0.00%2026-03-312026-04-08

NKE NIKE INC10.4K shares-18.54%2026-03-312026-04-08

ZJUL INNOVATOR ETFS TRUST18.8K shares0.00%2026-03-312026-04-08

AAPR INNOVATOR ETFS TRUST18.5K shares0.00%2026-03-312026-04-08

RITM RITHM CAPITAL CORP52.3K shares-2.01%2026-03-312026-04-08

Sponsored

PNOV INNOVATOR ETFS TRUST12.1K shares0.00%2026-03-312026-04-08

POCT INNOVATOR ETFS TRUST11.0K shares0.00%2026-03-312026-04-08

GEV GE VERNOVA INC536 shares1.32%2026-03-312026-04-08

RTX RTX CORPORATION2.4K shares-9.33%2026-03-312026-04-08

ARISTA NETWORKS INC ARISTA NETWORKS INC3.5K sharesnew addition2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares-1.09%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T580 shares-34.09%2026-03-312026-04-08

CEG CONSTELLATION ENERGY CORP1.3K shares-0.15%2026-03-312026-04-08

Sponsored

MU MICRON TECHNOLOGY INC1.1K shares-3.73%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.00%2026-03-312026-04-08

MA MASTERCARD INCORPORATED699 shares-24.27%2026-03-312026-04-08

F FORD MTR CO29.4K shares2.02%2026-03-312026-04-08

FTEC FIDELITY COVINGTON TRUST1.6K shares-45.41%2026-03-312026-04-08

PH PARKER-HANNIFIN CORP359 shares-1.64%2026-03-312026-04-08

JMST J P MORGAN EXCHANGE TRADED F5.9K shares-70.09%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE1.0K shares1.59%2026-03-312026-04-08

Sponsored

UBER UBER TECHNOLOGIES INC3.8K shares-70.25%2026-03-312026-04-08

SHW SHERWIN WILLIAMS CO844 shares-0.71%2026-03-312026-04-08

EQT CORP EQT CORP3.9K sharesnew addition2026-03-312026-04-08

SBUX STARBUCKS CORP2.5K shares-3.76%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO751 shares-15.52%2026-03-312026-04-08

T AT&T INC7.7K sharesnew addition2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP634 shares-6.35%2026-03-312026-04-08

PSEP INNOVATOR ETFS TRUST5.0K shares0.00%2026-03-312026-04-08

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI450 sharesnew addition2026-03-312026-04-08

ORCL ORACLE CORP1.4K shares-0.70%2026-03-312026-04-08

OEF ISHARES TR645 shares0.16%2026-03-312026-04-08

VNLA JANUS DETROIT STR TR4.2K shares-28.71%2026-03-312026-04-08

FIGS FIGS INC13.0K shares0.00%2026-03-312026-04-08

TFSL TFS FINL CORP10.4K shares1.65%2026-03-312026-04-08

AQST AQUESTIVE THERAPEUTICS INC10.0K shares0.00%2026-03-312026-04-08

CREATIVE MEDIA & CMNTY TR CREATIVE MEDIA & CMNTY TR16.4K sharesnew addition2026-03-312026-04-08

Sponsored

IVV

ISHARES TR

1.60%

Shares100.2K

Event2026-03-31

Filed2026-04-08

FBND

FIDELITY MERRIMACK STR TR

5.90%

Shares843.3K

Event2026-03-31

Filed2026-04-08

SMTH

ALPS ETF TR

5.92%

Shares1.5M

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

5.83%

Shares367.5K

Event2026-03-31

Filed2026-04-08

QUAL

ISHARES TR

1.68%

Shares153.7K

Event2026-03-31

Filed2026-04-08

USMV

ISHARES TR

1.66%

Shares317.2K

Event2026-03-31

Filed2026-04-08

JPIE

J P MORGAN EXCHANGE TRADED F

6.30%

Shares584.8K

Event2026-03-31

Filed2026-04-08

BINC

BLACKROCK ETF TRUST II

5.98%

Shares517.0K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-2.05%

Shares90.8K

Event2026-03-31

Filed2026-04-08

DYNF

BLACKROCK ETF TRUST

2.38%

Shares322.2K

Event2026-03-31

Filed2026-04-08

JIVE

J P MORGAN EXCHANGE TRADED F

26.32%

Shares185.2K

Event2026-03-31

Filed2026-04-08

EFV

ISHARES TR

-0.53%

Shares203.5K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

1.71%

Shares200.0K

Event2026-03-31

Filed2026-04-08

PJUN

INNOVATOR ETFS TRUST

-0.19%

Shares300.3K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

-2.09%

Shares36.6K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-5.28%

Shares60.0K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

5.09%

Shares26.8K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

0.37%

Shares19.4K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

2.43%

Shares28.0K

Event2026-03-31

Filed2026-04-08

DGRO

ISHARES TR

-8.07%

Shares115.7K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

-3.37%

Shares91.7K

Event2026-03-31

Filed2026-04-08

GSEW

GOLDMAN SACHS ETF TR

1.69%

Shares90.0K

Event2026-03-31

Filed2026-04-08

MTUM

ISHARES TR

2.35%

Shares30.2K

Event2026-03-31

Filed2026-04-08

PSTP

INNOVATOR ETFS TRUST

-0.06%

Shares206.1K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-6.50%

Shares23.0K

Event2026-03-31

Filed2026-04-08

BAI

BLACKROCK ETF TRUST

2.09%

Shares199.8K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-4.22%

Shares36.4K

Event2026-03-31

Filed2026-04-08

FDVV

FIDELITY COVINGTON TRUST

-1.97%

Shares108.4K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

1.58%

Shares15.4K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-3.83%

Shares27.4K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-3.94%

Shares23.2K

Event2026-03-31

Filed2026-04-08

ITA

ISHARES TR

-0.45%

Shares25.0K

Event2026-03-31

Filed2026-04-08

RDVY

FIRST TR EXCHANGE TRADED FD

-2.18%

Shares73.9K

Event2026-03-31

Filed2026-04-08

ONEQ

FIDELITY COMWLTH TR

1.03%

Shares59.3K

Event2026-03-31

Filed2026-04-08

DELL

DELL TECHNOLOGIES INC

-6.92%

Shares30.0K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

5.82%

Shares22.3K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

2.19%

Shares14.6K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

-6.52%

Shares47.8K

Event2026-03-31

Filed2026-04-08

CTAS

CINTAS CORP

-22.82%

Shares25.1K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

7.18%

Shares12.6K

Event2026-03-31

Filed2026-04-08

BLACKROCK INC

3.68%

Shares4.3K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

-11.18%

Shares33.6K

Event2026-03-31

Filed2026-04-08

IXUS

ISHARES TR

New

Shares44.5K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

5.52%

Shares16.2K

Event2026-03-31

Filed2026-04-08

CGIC

CAPITAL GROUP INTERNATIONAL

New

Shares105.9K

Event2026-03-31

Filed2026-04-08

CITIGROUP INC

-5.61%

Shares29.4K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

3.71%

Shares22.7K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

2.02%

Shares26.0K

Event2026-03-31

Filed2026-04-08

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares74.9K

Event2026-03-31

Filed2026-04-08

GOLDMAN SACHS GROUP INC

-7.53%

Shares3.7K

Event2026-03-31

Filed2026-04-08

JCI

JOHNSON CONTROLS INTERNATION

-5.06%

Shares23.0K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

-4.46%

Shares19.0K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

2.13%

Shares32.6K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

1.90%

Shares59.1K

Event2026-03-31

Filed2026-04-08

ISTB

ISHARES TR

13.61%

Shares58.5K

Event2026-03-31

Filed2026-04-08

JMUB

J P MORGAN EXCHANGE TRADED F

4.80%

Shares54.6K

Event2026-03-31

Filed2026-04-08

STOT

SSGA ACTIVE TR

15.65%

Shares57.9K

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

1.41%

Shares7.8K

Event2026-03-31

Filed2026-04-08

DUKE ENERGY CORP NEW

3.41%

Shares20.8K

Event2026-03-31

Filed2026-04-08