Life Line Wealth Management LLC Top Holdings and 13F Report (2024) About Life Line Wealth Management LLCInvestment ActivityLife Line Wealth Management LLC has $271.78 million in total holdings as of September 30, 2024.Life Line Wealth Management LLC owns shares of 34 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 74.13% of the portfolio was purchased this quarter.About 71.11% of the portfolio was sold this quarter.This quarter, Life Line Wealth Management LLC has purchased 25 new stocks and bought additional shares in 13 stocks.Life Line Wealth Management LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard FTSE Europe ETF $45,850,291iShares MSCI Germany ETF $44,782,146iShares Core S&P 500 ETF $42,343,463iShares 7-10 Year Treasury Bond ETF $32,436,958iShares Core MSCI Emerging Markets ETF $25,822,692 Largest New Holdings this Quarter 922042874 - Vanguard FTSE Europe ETF $45,850,291 Holding464286806 - iShares MSCI Germany ETF $44,782,146 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $32,436,958 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $25,822,692 Holding464288885 - iShares MSCI EAFE Growth ETF $25,149,800 Holding Largest Purchases this Quarter Vanguard FTSE Europe ETF 653,045 shares (about $45.85M)iShares MSCI Germany ETF 1,207,717 shares (about $44.78M)iShares 7-10 Year Treasury Bond ETF 340,117 shares (about $32.44M)iShares Core MSCI Emerging Markets ETF 478,464 shares (about $25.82M)iShares MSCI EAFE Growth ETF 251,498 shares (about $25.15M) Largest Sales this Quarter Invesco QQQ 95,801 shares (about $44.92M)iShares Russell 2000 ETF 168,661 shares (about $33.65M)iShares MSCI USA Momentum Factor ETF 164,600 shares (about $33.27M)iShares Russell Mid-Cap ETF 358,955 shares (about $30.54M)iShares MSCI USA Quality Factor ETF 178,162 shares (about $30.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLife Line Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGKVanguard FTSE Europe ETF$45,850,291$45,850,291 ▲New Holding653,04516.9%ETFEWGiShares MSCI Germany ETF$44,782,146$44,782,146 ▲New Holding1,207,71716.5%ETFIVViShares Core S&P 500 ETF$42,343,463$1,795,824 ▲4.4%75,35815.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$32,436,958$32,436,958 ▲New Holding340,11711.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$25,822,692$25,822,692 ▲New Holding478,4649.5%ETFEFGiShares MSCI EAFE Growth ETF$25,149,800$25,149,800 ▲New Holding251,4989.3%ETFIAUiShares Gold Trust$24,853,763$24,853,763 ▲New Holding421,5369.1%FinanceQQQInvesco QQQ$5,552,771$44,921,552 ▼-89.0%11,8422.0%FinanceQUALiShares MSCI USA Quality Factor ETF$4,954,375$30,445,687 ▼-86.0%28,9921.8%ETFIWFiShares Russell 1000 Growth ETF$3,810,495$20,411,586 ▼-84.3%10,5531.4%ETFIWRiShares Russell Mid-Cap ETF$3,107,185$30,536,334 ▼-90.8%36,5251.1%ETFIWMiShares Russell 2000 ETF$2,143,963$33,646,873 ▼-94.0%10,7470.8%FinanceMTUMiShares MSCI USA Momentum Factor ETF$2,137,972$33,271,267 ▼-94.0%10,5770.8%ETFFIDELITY WISE ORIGIN BITCOIN$1,329,8620.0%18,4780.5%SHSVUSBVanguard Ultra-Short Bond ETF$601,860$4,786 ▲0.8%12,0720.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$597,912$6,140 ▲1.0%11,8800.2%FinanceTLTiShares 20+ Year Treasury Bond ETF$549,818$26,399 ▲5.0%6,0400.2%ETFSPLVInvesco S&P 500 Low Volatility ETF$494,503$598 ▲0.1%6,6180.2%ETFJPSTJPMorgan Ultra-Short Income ETF$457,526$5,265 ▲1.2%9,0370.2%ETFVGSHVanguard Short-Term Treasury ETF$427,180$1,056 ▲0.2%7,2790.2%ETFESGUiShares ESG Aware MSCI USA ETF$423,369$14,994 ▲3.7%3,4730.2%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$420,846$3,152 ▲0.8%3,8720.2%FinanceHIMSHims & Hers Health$419,5210.0%14,1970.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$407,552$2,572 ▲0.6%4,1200.1%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$381,227$1,651 ▼-0.4%4,1560.1%ETFPULSPGIM Ultra Short Bond ETF$376,760$4,774 ▲1.3%7,5760.1%ETFIDEViShares Core MSCI International Developed Markets ETF$299,281$12,470 ▼-4.0%4,3440.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$267,298$20,962 ▼-7.3%11,5910.1%ManufacturingIVWiShares S&P 500 Growth ETF$255,568$255,568 ▲New Holding2,7530.1%ETFQQQMInvesco NASDAQ 100 ETF$248,062$386 ▲0.2%1,2850.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$227,751$227,751 ▲New Holding4,6710.1%ETFNFLXNetflix$219,1450.0%2350.1%Consumer DiscretionaryEFViShares MSCI EAFE Value ETF$217,135$217,135 ▲New Holding3,6840.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$216,890$2,616 ▲1.2%2,1560.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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