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 |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 51 | $2,404,840 | 8,521 | 0.00 | 0.00 | 456 | 5.65 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 52 | $2,354,781 | 36,845 | 0.00 | 0.00 | 2,754 | 8.08 | 03-31-2024 |
| HONEYWELL INTL INC | COM | 53 | $2,263,834 | 11,011 | 0.00 | 0.00 | 733 | 7.13 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 54 | $2,208,462 | 19,968 | 0.00 | 0.00 | -246 | -1.22 | 03-31-2024 |
