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LINEWEAVER WEALTH ADVISORS, LLC

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VALLEY VIEW OH Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Lineweaver Wealth Advisors is based out of Valley View. Lineweaver Wealth Advisors is a large advisory firm with 1364 clients and discretionary assets under management (AUM) of $643,567,909 (Form ADV from 2023-09-12). Their last reported 13F filing for Q4 2023 included $385,894,125 in managed 13F securities and a top 10 holdings concentration of 51.01%. Lineweaver Wealth Advisors's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 124,521. Whalewisdom has at least 17 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IVV iShares Core S&P 500 15.42%
QUAL iShares MSCI USA Qua 8.6%
USMV iShares MSCI USA Min 5.27%
AAPL Apple Inc 4.32%
MBB iShares MBS ETF-iSha 3.22%

2023-12-31

13F Activity

Market Value $386m, Prior: $344m
New Purchases 11 stocks
Added To 58 stocks
Sold out of 19 stocks
Reduced holdings in 50 stocks
Top 10 Holdings % 51.01%
Turnover %[1] 23.44%
Turnover Alt %[2] 11.27%
Time Held Top 20 7.55 quarters
Time Held Top 10 6.3 quarters
Time Held All 8.98 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance