Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINEWEAVER WEALTH ADVISORS LLC | 04-30-2024 | 03-31-2024 | 124 | 421,097,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 101 | $1,096,341 | 11,340 | 0.00 | 0.00 | 1,238 | 12.25 | 03-31-2024 |
| SERVICENOW INC | COM | 102 | $1,069,644 | 1,403 | 0.00 | 0.00 | -30 | -2.09 | 03-31-2024 |
| WALMART INC | COM | 103 | $1,066,517 | 17,723 | 0.00 | 0.00 | 11,665 | 192.56 | 03-31-2024 |
| LINCOLN ELEC HLDGS INC | COM | 104 | $1,026,791 | 4,019 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
