News + Filings Holdings
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Lineweaver Wealth Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
iSHARES TRUST
| USMV | Common | 331,625 | 1,206 | 23,912,402,000 | 23,890,546,000 | 7.25 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| LQD | OPTIONS | 85,683 | 286 | 9,040,906,000 | 9,032,146,000 | 2.74 | |
Hist
| 12/31/2022 |
DGROYAL, LLC
| DGRO | ETF | 148,472 | 3,950 | 7,423,652,000 | 7,417,217,000 | 2.25 | |
Hist
| 12/31/2022 |
iShares High Dividend ETF JDR
| HDV | common | 65,142 | 84 | 6,791,618,000 | 6,785,674,000 | 2.06 | |
Hist
| 12/31/2022 |
Innovator ETFs Trust
| PDEC | Common | 217,325 | 98,080 | 6,495,852,000 | 6,492,456,000 | 1.97 | |
Hist
| 12/31/2022 |
FIDELITY FREEDOM 2020
| FDVV | Common | 151,115 | 2,016 | 5,636,438,000 | 5,631,509,000 | 1.71 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| TIP | Common | 44,564 | 240 | 4,747,239,000 | 4,742,586,000 | 1.44 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| SHYG | Common | 89,643 | 80,203 | 3,666,704,000 | 3,666,327,000 | 1.11 | |
Hist
| 12/31/2022 |
PFIZER INC
| PFE | Common | 54,531 | 6,201 | 2,793,988,000 | 2,791,871,000 | 0.85 | 0.00 |
Hist
| 12/31/2022 |
CVS HEALTH Corp
| CVS | Common | 27,986 | 377 | 2,608,486,000 | 2,605,851,000 | 0.79 | 0.00 |
Hist
| 12/31/2022 |
Mondelez International, Inc.
| MDLZ | COM | 32,716 | 152 | 2,180,450,000 | 2,178,663,000 | 0.66 | |
Hist
| 12/31/2022 |
Innovator ETFs Trust
| PJAN | Common | 65,423 | 2,197 | 2,061,479,000 | 2,059,619,000 | 0.62 | |
Hist
| 12/31/2022 |
COCA COLA CO
| KO | Common | 22,980 | 10,007 | 1,462,095,000 | 1,461,367,000 | 0.44 | 0.00 |
Hist
| 12/31/2022 |
UNITED PARCEL SERVICE INC
| UPS | Common | 7,981 | 347 | 1,388,786,000 | 1,387,550,000 | 0.42 | |
Hist
| 12/31/2022 |
Innovator ETFs Trust
| PNOV | Common | 41,772 | 16,659 | 1,261,096,000 | 1,260,392,000 | 0.38 | |
Hist
| 12/31/2022 |
Alphabet Inc.
| GOOGL | COM | 11,478 | 217 | 1,012,706,000 | 1,011,629,000 | 0.31 | 0.00 |
Hist
| 12/31/2022 |
COSTCO WHOLESALE CORP /NEW
| COST | Common | 2,182 | 682 | 998,106,000 | 997,401,000 | 0.30 | 0.00 |
Hist
| 12/31/2022 |
Rithm Capital Corp.
| NRZ | COM NEW | 118,425 | 3,979 | 967,533,000 | 966,696,000 | 0.29 | 0.02 |
Hist
| 12/31/2022 |
MCKESSON CORP
| MCK | Common | 2,465 | 3 | 924,671,000 | 923,835,000 | 0.28 | 0.00 |
Hist
| 12/31/2022 |
EXXON MOBIL CORP
| XOM | Common | 7,455 | 487 | 822,470,000 | 821,862,000 | 0.25 | |
Hist
| 12/31/2022 |
Duke Energy CORP
| DUK | COM | 7,966 | 69 | 820,908,000 | 820,172,000 | 0.25 | 0.00 |
Hist
| 12/31/2022 |
Tesla, Inc.
| TSLA | COM | 6,485 | 670 | 798,823,000 | 797,281,000 | 0.24 | 0.00 |
Hist
| 12/31/2022 |
DOLLAR TREE, INC.
| DLTR | COM | 5,009 | 131 | 708,464,000 | 707,800,000 | 0.21 | 0.00 |
Hist
| 12/31/2022 |
VANGUARD SCOTTSDALE FUNDS
| VCIT | Common | 8,448 | 94 | 654,799,000 | 654,167,000 | 0.20 | |
Hist
| 12/31/2022 |
AUTOZONE INC
| AZO | Common | 248 | 10 | 607,909,000 | 607,399,000 | 0.18 | 0.00 |
Hist
| 12/31/2022 |
PNC FINANCIAL SERVICES GROUP, INC.
| PNC | Common | 2,535 | 71 | 401,114,000 | 400,744,000 | 0.12 | 0.00 |
Hist
| 12/31/2022 |
NETFLIX INC
| NFLX | Common | 1,323 | 246 | 390,125,000 | 389,872,000 | 0.12 | |
Hist
| 12/31/2022 |
AT&T CORP
| T | Common | 20,521 | 212 | 377,785,000 | 377,474,000 | 0.11 | |
Hist
| 12/31/2022 |
SPDR SERIES TRUST
| BIL | Common | 4,051 | 4 | 370,668,000 | 370,272,000 | 0.11 | |
Hist
| 12/31/2022 |
AbbVie Inc.
| ABBV | COM | 2,232 | 18 | 360,845,000 | 360,548,000 | 0.11 | 0.00 |
Hist
| 12/31/2022 |
AMERICAN EQUITY INVESTMENT LIFE HOLDING CO
| AEL | Common | 7,289 | 64 | 332,544,000 | 332,275,000 | 0.10 | 0.01 |
Hist
| 12/31/2022 |
iSHARES TRUST
| ISI | Common | 3,758 | 18 | 318,681,000 | 318,384,000 | 0.10 | |
Hist
| 12/31/2022 |
INVESCO EXCH TRD SLF IDX FD
| BSCO | Common | 14,733 | 39 | 301,824,000 | 301,525,000 | 0.09 | |
Hist
| 12/31/2022 |
Salesforce, Inc.
| CRM | Common | 2,003 | 384 | 265,576,000 | 265,340,000 | 0.08 | 0.00 |
Hist
| 12/31/2022 |
INVESCO EXCH TRD SLF IDX FD
| BSCP | Common | 12,895 | 88 | 259,712,000 | 259,457,000 | 0.08 | |
Hist
| 12/31/2022 |
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