Lineweaver Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$541M
Signature - Title
James S. Lineweaver - President
Location
Valley View, OH
Summary
This page shows a list of all the recent 13F filings made by Lineweaver Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lineweaver Wealth Advisors, LLC reported 134 stock holdings with total value $541M as of Q4 2024. Top holdings included IVV, QUAL, FBND, AAPL, and AGG.
Holdings Value