The Analysis of Lineweaver Wealth Advisors, LLC's Holdings

Currently, Lineweaver Wealth Advisors, LLC holds 176 types of securities in its portfolio with a total value $733.3M. In the most recent quarter, they have increased their positions in N/A (+9.9K shares, valued at $3.4M), CTAS (+16.6K shares, valued at $3.1M), DELL (+17.9K shares, valued at $2.3M); decreased their positions in FDX (-1.4K shares, valued at $395.4K), UNH (-954 shares, valued at $314.9K), APD (-1.2K shares, valued at $300.1K); initiated new positions in N/A (+28.2K shares, valued at $1.8M), N/A (+2.5K shares, valued at $1.0M), ZOCT (+32.6K shares, valued at $873.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR98.7K shares1.57%2025-12-312026-01-14

FBND FIDELITY MERRIMACK STR TR796.3K shares4.30%2025-12-312026-01-14

SMTH ALPS ETF TR1.4M shares4.57%2025-12-312026-01-14

AGG ISHARES TR347.3K shares4.59%2025-12-312026-01-14

QUAL ISHARES TR151.2K shares2.11%2025-12-312026-01-14

USMV ISHARES TR312.0K shares1.44%2025-12-312026-01-14

BINC BLACKROCK ETF TRUST II487.8K shares5.66%2025-12-312026-01-14

JPIE J P MORGAN EXCHANGE TRADED F550.2K shares3.79%2025-12-312026-01-14

Sponsored

AAPL APPLE INC92.7K shares0.09%2025-12-312026-01-14

DYNF BLACKROCK ETF TRUST314.7K shares2.24%2025-12-312026-01-14

EFV ISHARES TR204.6K shares2.81%2025-12-312026-01-14

IEMG ISHARES INC196.6K shares4.80%2025-12-312026-01-14

BROADCOM INC BROADCOM INC37.4K shares35.79%2025-12-312026-01-14

PJUN INNOVATOR ETFS TRUST300.9K shares-0.55%2025-12-312026-01-14

MSFT MICROSOFT CORP25.5K shares10.10%2025-12-312026-01-14

NVDA NVIDIA CORPORATION63.3K shares11.27%2025-12-312026-01-14

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F146.6K shares2.32%2025-12-312026-01-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.3K shares8.62%2025-12-312026-01-14

JPM JPMORGAN CHASE & CO.27.3K shares6.58%2025-12-312026-01-14

DGRO ISHARES TR125.9K shares13.09%2025-12-312026-01-14

ALPHABET INC ALPHABET INC24.6K shares1.26%2025-12-312026-01-14

ISHARES GOLD TR ISHARES GOLD TR94.9K shares-0.20%2025-12-312026-01-14

GSEW GOLDMAN SACHS ETF TR88.5K shares2.61%2025-12-312026-01-14

MTUM ISHARES TR29.5K shares1.94%2025-12-312026-01-14

Sponsored

PSTP INNOVATOR ETFS TRUST206.2K shares-1.51%2025-12-312026-01-14

TSLA TESLA INC15.2K shares2.75%2025-12-312026-01-14

AMZN AMAZON COM INC28.5K shares7.47%2025-12-312026-01-14

BAI BLACKROCK ETF TRUST195.7K shares3.53%2025-12-312026-01-14

FDVV FIDELITY COVINGTON TRUST110.6K shares-1.42%2025-12-312026-01-14

CTAS CINTAS CORP32.6K shares104.23%2025-12-312026-01-14

ITA ISHARES TR25.1K shares1.89%2025-12-312026-01-14

ONEQ FIDELITY COMWLTH TR58.7K shares-0.20%2025-12-312026-01-14

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD75.5K shares-1.81%2025-12-312026-01-14

JNJ JOHNSON & JOHNSON24.1K shares2.41%2025-12-312026-01-14

XOM EXXON MOBIL CORP38.0K shares15.00%2025-12-312026-01-14

BLACKROCK INC BLACKROCK INC4.2K shares6.54%2025-12-312026-01-14

MCD MCDONALDS CORP14.3K shares10.30%2025-12-312026-01-14

NEE NEXTERA ENERGY INC51.1K shares9.33%2025-12-312026-01-14

HD HOME DEPOT INC11.8K shares6.03%2025-12-312026-01-14

DELL DELL TECHNOLOGIES INC32.2K shares124.97%2025-12-312026-01-14

Sponsored

MERCK & CO INC MERCK & CO INC37.9K shares0.04%2025-12-312026-01-14

CITIGROUP INC CITIGROUP INC31.1K shares2.06%2025-12-312026-01-14

ABBV ABBVIE INC15.4K shares5.16%2025-12-312026-01-14

GS GOLDMAN SACHS GROUP INC4.0K shares8.82%2025-12-312026-01-14

PAUG INNOVATOR ETFS TRUST74.9K shares0.00%2025-12-312026-01-14

CVX CHEVRON CORP NEW21.1K shares2.78%2025-12-312026-01-14

BAC BANK AMERICA CORP58.0K shares5.56%2025-12-312026-01-14

PG PROCTER AND GAMBLE CO21.9K shares-0.03%2025-12-312026-01-14

Sponsored

V VISA INC8.8K shares5.95%2025-12-312026-01-14

META META PLATFORMS INC4.6K shares21.53%2025-12-312026-01-14

JCI JOHNSON CTLS INTL PLC24.2K shares6.42%2025-12-312026-01-14

PEP PEPSICO INC19.9K shares5.47%2025-12-312026-01-14

IEFA ISHARES TR31.9K shares0.71%2025-12-312026-01-14

WMT WALMART INC25.4K shares4.56%2025-12-312026-01-14

JMUB J P MORGAN EXCHANGE TRADED F52.1K shares20.02%2025-12-312026-01-14

LLY ELI LILLY & CO2.4K shares3.16%2025-12-312026-01-14

Sponsored

ISTB ISHARES TR51.5K shares7.85%2025-12-312026-01-14

AMGN AMGEN INC7.6K shares6.86%2025-12-312026-01-14

MEDTRONIC PLC MEDTRONIC PLC25.4K shares7.75%2025-12-312026-01-14

STOT SSGA ACTIVE TR50.1K shares8.57%2025-12-312026-01-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW20.1K shares6.96%2025-12-312026-01-14

LMT LOCKHEED MARTIN CORP4.8K shares6.05%2025-12-312026-01-14

HON HONEYWELL INTL INC11.8K shares10.43%2025-12-312026-01-14

MUB ISHARES TR20.8K shares14.50%2025-12-312026-01-14

Sponsored

MCK MCKESSON CORP2.5K shares1.12%2025-12-312026-01-14

ZDEK INNOVATOR ETFS TRUST79.7K shares366.28%2025-12-312026-01-14

CSCO CISCO SYS INC26.6K shares2.29%2025-12-312026-01-14

IBM INTERNATIONAL BUSINESS MACHS6.9K shares4.07%2025-12-312026-01-14

PGR PROGRESSIVE CORP8.9K shares4.75%2025-12-312026-01-14

BUFF INNOVATOR ETFS TRUST39.9K shares0.00%2025-12-312026-01-14

SO SOUTHERN CO22.5K shares7.91%2025-12-312026-01-14

COST COSTCO WHSL CORP NEW2.3K shares12.13%2025-12-312026-01-14

Sponsored

DE DEERE & CO4.1K shares9.01%2025-12-312026-01-14

PMAY INNOVATOR ETFS TRUST48.1K shares0.00%2025-12-312026-01-14

MDLZ MONDELEZ INTL INC34.8K shares-6.20%2025-12-312026-01-14

UNILEVER PLC UNILEVER PLC28.2K sharesnew addition2025-12-312026-01-14

CRM SALESFORCE INC6.9K shares8.78%2025-12-312026-01-14

UNH UNITEDHEALTH GROUP INC5.4K shares-15.05%2025-12-312026-01-14

TMO THERMO FISHER SCIENTIFIC INC3.0K shares1.30%2025-12-312026-01-14

NSC NORFOLK SOUTHN CORP6.1K shares9.14%2025-12-312026-01-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO32.4K shares-0.70%2025-12-312026-01-14

GLW CORNING INC19.9K shares3.94%2025-12-312026-01-14

ZAPR INNOVATOR ETFS TRUST67.2K shares0.00%2025-12-312026-01-14

ZNOV INNOVATOR ETFS TRUST64.7K shares399.16%2025-12-312026-01-14

CAT CATERPILLAR INC3.0K shares7.92%2025-12-312026-01-14

NOW SERVICENOW INC10.9K shares451.12%2025-12-312026-01-14

FDX FEDEX CORP5.6K shares-19.52%2025-12-312026-01-14

ZMAR INNOVATOR ETFS TRUST57.3K shares-8.33%2025-12-312026-01-14

Sponsored

IJR ISHARES TR13.1K shares5.72%2025-12-312026-01-14

TSM TAIWAN SEMICONDUCTOR MFG LTD4.9K shares32.07%2025-12-312026-01-14

APD AIR PRODS & CHEMS INC5.9K shares-17.15%2025-12-312026-01-14

ALPHABET INC ALPHABET INC4.6K shares3.07%2025-12-312026-01-14

PFEB INNOVATOR ETFS TRUST34.7K shares0.00%2025-12-312026-01-14

PJAN INNOVATOR ETFS TRUST26.7K shares0.00%2025-12-312026-01-14

PANW PALO ALTO NETWORKS INC6.4K shares37.84%2025-12-312026-01-14

NFLX NETFLIX INC12.5K shares908.88%2025-12-312026-01-14

Sponsored

QCOM QUALCOMM INC6.7K shares6.70%2025-12-312026-01-14

UNP UNION PAC CORP4.9K shares25.92%2025-12-312026-01-14

ASML ASML HOLDING N V1.0K shares13.40%2025-12-312026-01-14

DIS DISNEY WALT CO9.4K shares7.86%2025-12-312026-01-14

UBER UBER TECHNOLOGIES INC12.9K shares4.80%2025-12-312026-01-14

LINDE PLC LINDE PLC2.5K sharesnew addition2025-12-312026-01-14

ZJUN INNOVATOR ETFS TRUST38.8K shares0.00%2025-12-312026-01-14

ZFEB INNOVATOR ETFS TRUST40.9K shares0.00%2025-12-312026-01-14

Sponsored

JPST J P MORGAN EXCHANGE TRADED F20.4K shares37.42%2025-12-312026-01-14

JMST J P MORGAN EXCHANGE TRADED F19.6K shares-7.97%2025-12-312026-01-14

LECO LINCOLN ELEC HLDGS INC4.1K shares0.00%2025-12-312026-01-14

ISRG INTUITIVE SURGICAL INC1.7K shares13.62%2025-12-312026-01-14

AMT AMERICAN TOWER CORP NEW5.6K shares1.86%2025-12-312026-01-14

ZAUG INNOVATOR ETFS TRUST34.1K shares0.00%2025-12-312026-01-14

PAPR INNOVATOR ETFS TRUST22.9K shares0.00%2025-12-312026-01-14

ZMAY INNOVATOR ETFS TRUST34.8K shares0.00%2025-12-312026-01-14

Sponsored

ZOCT INNOVATOR ETFS TRUST32.6K sharesnew addition2025-12-312026-01-14

AZN ASTRAZENECA PLC9.3K shares6.01%2025-12-312026-01-14

BA BOEING CO3.9K sharesnew addition2025-12-312026-01-14

PMAR INNOVATOR ETFS TRUST18.3K shares0.00%2025-12-312026-01-14

MCO MOODYS CORP1.6K shares0.00%2025-12-312026-01-14

NKE NIKE INC12.8K shares-4.16%2025-12-312026-01-14

EATON CORP PLC EATON CORP PLC2.5K shares3.87%2025-12-312026-01-14

BIIB BIOGEN INC4.3K shares96.38%2025-12-312026-01-14

Sponsored

CLX CLOROX CO DEL7.5K shares-7.48%2025-12-312026-01-14

A AGILENT TECHNOLOGIES INC5.4K shares16.02%2025-12-312026-01-14

FDN FIRST TR EXCHANGE-TRADED FD2.7K shares0.00%2025-12-312026-01-14

ZSEP INNOVATOR ETFS TRUST26.7K shares0.00%2025-12-312026-01-14

VCIT VANGUARD SCOTTSDALE FDS8.3K shares21.16%2025-12-312026-01-14

SUB ISHARES TR6.2K shares4.78%2025-12-312026-01-14

ZJAN INNOVATOR ETFS TRUST23.9K shares0.00%2025-12-312026-01-14

JEPI J P MORGAN EXCHANGE TRADED F11.3K shares-8.75%2025-12-312026-01-14

Sponsored

FTEC FIDELITY COVINGTON TRUST2.9K shares81.54%2025-12-312026-01-14

BSCQ INVESCO EXCH TRD SLF IDX FD31.6K sharesnew addition2025-12-312026-01-14

PHYS SPROTT ASSET MANAGEMENT LP18.6K shares0.00%2025-12-312026-01-14

SPY SPDR S&P 500 ETF TR880 sharesnew addition2025-12-312026-01-14

PJUL INNOVATOR ETFS TRUST12.7K shares0.00%2025-12-312026-01-14

HIMU BLACKROCK ETF TRUST II12.0K shares10.86%2025-12-312026-01-14

RITM RITHM CAPITAL CORP53.4K shares-5.14%2025-12-312026-01-14

PDEC INNOVATOR ETFS TRUST13.0K sharesnew addition2025-12-312026-01-14

Sponsored

IGIB ISHARES TR10.4K shares0.25%2025-12-312026-01-14

ZJUL INNOVATOR ETFS TRUST18.8K shares0.00%2025-12-312026-01-14

MA MASTERCARD INCORPORATED923 shares0.44%2025-12-312026-01-14

AAPR INNOVATOR ETFS TRUST18.5K shares0.00%2025-12-312026-01-14

PNOV INNOVATOR ETFS TRUST12.1K sharesnew addition2025-12-312026-01-14

RTX RTX CORPORATION2.6K shares19.33%2025-12-312026-01-14

POCT INNOVATOR ETFS TRUST11.0K sharesnew addition2025-12-312026-01-14

FALN ISHARES TR17.3K shares-0.01%2025-12-312026-01-14

Sponsored

CEG CONSTELLATION ENERGY CORP1.3K shares-33.64%2025-12-312026-01-14

F FORD MTR CO28.8K shares-3.74%2025-12-312026-01-14

VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.12%2025-12-312026-01-14

GEV GE VERNOVA INC529 sharesnew addition2025-12-312026-01-14

LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares0.80%2025-12-312026-01-14

AXP AMERICAN EXPRESS CO889 shares-8.73%2025-12-312026-01-14

PH PARKER-HANNIFIN CORP365 shares0.00%2025-12-312026-01-14

MU MICRON TECHNOLOGY INC1.1K sharesnew addition2025-12-312026-01-14

Sponsored

GE AEROSPACE GE AEROSPACE1.0K sharesnew addition2025-12-312026-01-14

VNLA JANUS DETROIT STR TR5.9K sharesnew addition2025-12-312026-01-14

PULS PGIM ETF TR5.7K sharesnew addition2025-12-312026-01-14

ORCL ORACLE CORP1.4K shares46.98%2025-12-312026-01-14

GSY INVESCO ACTIVELY MANAGED EXC5.5K sharesnew addition2025-12-312026-01-14

SHW SHERWIN WILLIAMS CO850 shares0.83%2025-12-312026-01-14

MINT PIMCO ETF TR2.7K sharesnew addition2025-12-312026-01-14

TBUX T ROWE PRICE ETF INC5.4K sharesnew addition2025-12-312026-01-14

Sponsored

MS MORGAN STANLEY1.4K sharesnew addition2025-12-312026-01-14

FE FIRSTENERGY CORP5.7K sharesnew addition2025-12-312026-01-14

XLK SELECT SECTOR SPDR TR1.7K sharesnew addition2025-12-312026-01-14

LULU LULULEMON ATHLETICA INC1.1K shares-4.52%2025-12-312026-01-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP677 shares-8.27%2025-12-312026-01-14

BKNG BOOKING HOLDINGS INC42 shares-14.29%2025-12-312026-01-14

CRH PLC CRH PLC1.8K shares-14.82%2025-12-312026-01-14

SBUX STARBUCKS CORP2.6K shares4.07%2025-12-312026-01-14

Sponsored

OEF ISHARES TR644 shares0.16%2025-12-312026-01-14

PSEP INNOVATOR ETFS TRUST5.0K shares0.00%2025-12-312026-01-14

IWF ISHARES TR439 shares0.00%2025-12-312026-01-14

ABT ABBOTT LABS1.6K shares1.06%2025-12-312026-01-14

MELI MERCADOLIBRE INC100 shares0.00%2025-12-312026-01-14

FIGS FIGS INC13.0K shares0.00%2025-12-312026-01-14

TFSL TFS FINL CORP10.2K sharesnew addition2025-12-312026-01-14

AQST AQUESTIVE THERAPEUTICS INC10.0K sharesnew addition2025-12-312026-01-14

Sponsored

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TR900 sharesnew addition2025-12-312026-01-14

Put Option Holdings

BROADCOM INC Put PutBROADCOM INC6.0K sharesnew addition2025-12-312026-01-14

DELL Put PutDELL TECHNOLOGIES INC15.8K sharesnew addition2025-12-312026-01-14

SPY Put PutSPDR S&P 500 ETF TR1.1K sharesnew addition2025-12-312026-01-14