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
| IVV | Common | 112,840 | -1,140 | 43,366,033,000 | 43,325,127,000 | 13.14 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| ESGU | Common | 342,615 | -9,789 | 29,037,323,000 | 29,009,328,000 | 8.80 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| USMV | Common | 331,625 | 1,206 | 23,912,402,000 | 23,890,546,000 | 7.25 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IUSB | Common | 344,132 | -4,889 | 15,462,451,000 | 15,446,906,000 | 4.69 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| EFV | MSCI VAL IDX | 283,586 | -1,663 | 13,011,018,000 | 13,000,020,000 | 3.94 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| GOVT | Common | 507,504 | -1,815 | 11,531,309,000 | 11,519,712,000 | 3.49 | |
Hist
| 12/31/2022 |
Apple Inc.
| AAPL | Common | 83,023 | -827 | 10,787,589,000 | 10,776,001,000 | 3.27 | 0.00 |
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 TRUST
| IJR | S&P SMLCAP 600 | 77,264 | -823 | 7,315,570,000 | 7,308,760,000 | 2.22 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| SHY | 1-3 YR TRS BD | 87,193 | 87,193 | 7,077,470,000 | 7,077,470,000 | 2.14 | |
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 |
MICROSOFT CORP
| MSFT | Common | 17,673 | -346 | 4,240,401,000 | 4,236,205,000 | 1.28 | 0.00 |
Hist
| 12/31/2022 |
iSHARES TRUST
| IYE | COM | 85,882 | -462 | 3,993,189,000 | 3,989,794,000 | 1.21 | |
Hist
| 12/31/2022 |
PROCTER & GAMBLE Co
| PG | Common | 25,932 | -88 | 3,930,789,000 | 3,927,501,000 | 1.19 | 0.00 |
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 |
FIDELITY COMWLTH TR
| ONEQ | Common | 87,430 | -886 | 3,582,172,000 | 3,578,513,000 | 1.09 | |
Hist
| 12/31/2022 |
Innovator ETFs Trust
| PSEP | Common | 107,540 | -4,507 | 3,145,819,000 | 3,142,703,000 | 0.95 | |
Hist
| 12/31/2022 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 10,036 | -505 | 3,100,060,000 | 3,097,244,000 | 0.94 | |
Hist
| 12/31/2022 |
FIRST TRUST EXCHANGE-TRADED FUND VI
| RDVY | Common | 69,864 | -3,851 | 3,068,548,000 | 3,065,679,000 | 0.93 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| MBB | Common | 32,632 | -194 | 3,026,732,000 | 3,023,724,000 | 0.92 | |
Hist
| 12/31/2022 |
UNITEDHEALTH GROUP INC
| UNH | Common | 5,337 | -331 | 2,832,784,000 | 2,829,921,000 | 0.86 | 0.00 |
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 |
JOHNSON & JOHNSON
| JNJ | Common | 15,526 | -290 | 2,742,881,000 | 2,740,302,000 | 0.83 | 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 |
FLATBUSH FEDERAL BANCORP INC
| FLTB | Common | 54,094 | 54,094 | 2,594,885,000 | 2,594,885,000 | 0.79 | |
Hist
| 12/31/2022 |
BRISTOL MYERS SQUIBB CO
| BMY | Common | 31,865 | 31,865 | 2,292,595,000 | 2,292,595,000 | 0.69 | 0.00 |
Hist
| 12/31/2022 |
JPMORGAN CHASE & CO
| JPM | Common | 16,579 | -821 | 2,223,359,000 | 2,221,539,000 | 0.67 | |
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 |
INTERNATIONAL BUSINESS MACHINES CORP
| IBM | Common | 15,423 | -186 | 2,172,748,000 | 2,170,892,000 | 0.66 | |
Hist
| 12/31/2022 |
Merck & Co., Inc.
| MRK | COM | 19,427 | -1,357 | 2,155,498,000 | 2,153,705,000 | 0.65 | 0.00 |
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 |
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