Life Line Wealth Management LLC Top Holdings and 13F Report (2024) About Life Line Wealth Management LLCInvestment ActivityLife Line Wealth Management LLC has $308.79 million in total holdings as of September 30, 2024.Life Line Wealth Management LLC owns shares of 35 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 56.70% of the portfolio was purchased this quarter.About 53.36% of the portfolio was sold this quarter.This quarter, Life Line Wealth Management LLC has purchased 34 new stocks and bought additional shares in 22 stocks.Life Line Wealth Management LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco QQQ $46,143,374iShares MSCI USA Quality Factor ETF $44,808,114iShares Russell 1000 Growth ETF $43,747,543iShares MSCI Intl Quality Factor ETF $42,082,817iShares Gold Trust $40,162,023 Largest New Holdings this Quarter 46434V456 - iShares MSCI Intl Quality Factor ETF $42,082,817 Holding464287408 - iShares S&P 500 Value ETF $238,990 Holding Largest Purchases this Quarter iShares MSCI Intl Quality Factor ETF 973,689 shares (about $42.08M)Invesco QQQ 71,806 shares (about $39.61M)iShares MSCI USA Quality Factor ETF 216,102 shares (about $39.51M)iShares Russell 1000 Growth ETF 92,484 shares (about $39.27M)iShares Gold Trust 222,499 shares (about $13.88M) Largest Sales this Quarter iShares Core S&P 500 ETF 44,503 shares (about $27.63M)iShares Core MSCI Emerging Markets ETF 460,101 shares (about $27.62M)iShares MSCI EAFE Growth ETF 239,887 shares (about $26.87M)iShares MSCI Germany ETF 592,345 shares (about $25.06M)Vanguard FTSE Europe ETF 317,939 shares (about $24.64M) 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 PortfolioSectorQQQInvesco QQQ$46,143,374$39,610,883 ▲606.4%83,64814.9%FinanceQUALiShares MSCI USA Quality Factor ETF$44,808,114$39,507,793 ▲745.4%245,09414.5%ETFIWFiShares Russell 1000 Growth ETF$43,747,543$39,266,941 ▲876.4%103,03714.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$42,082,817$42,082,817 ▲New Holding973,68913.6%ETFIAUiShares Gold Trust$40,162,023$13,875,038 ▲52.8%644,03513.0%FinanceEWGiShares MSCI Germany ETF$26,036,393$25,062,120 ▼-49.0%615,3728.4%ETFVGKVanguard FTSE Europe ETF$25,970,731$24,640,288 ▼-48.7%335,1068.4%ETFIVViShares Core S&P 500 ETF$19,157,671$27,631,626 ▼-59.1%30,8556.2%ETFIWRiShares Russell Mid-Cap ETF$2,941,222$418,007 ▼-12.4%31,9801.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,573,064$31,241 ▲1.2%10,7070.8%ETFIWMiShares Russell 2000 ETF$2,325,432$6,258 ▲0.3%10,7760.8%FinanceFIDELITY WISE ORIGIN BITCOIN$1,771,805$35,058 ▲2.0%18,8510.6%SHSEFGiShares MSCI EAFE Growth ETF$1,300,412$26,866,931 ▼-95.4%11,6110.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,102,353$27,620,417 ▼-96.2%18,3630.4%ETFHIMSHims & Hers Health$697,750$9,970 ▼-1.4%13,9970.2%MedicalVUSBVanguard Ultra-Short Bond ETF$609,244$7,280 ▲1.2%12,2180.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$604,156$6,490 ▲1.1%12,0090.2%FinanceTLTiShares 20+ Year Treasury Bond ETF$546,917$13,856 ▲2.6%6,1970.2%ETFSPLVInvesco S&P 500 Low Volatility ETF$484,320$2,403 ▲0.5%6,6510.2%ETFJPSTJPMorgan Ultra-Short Income ETF$463,222$5,220 ▲1.1%9,1400.2%ETFVGSHVanguard Short-Term Treasury ETF$432,299$4,467 ▲1.0%7,3550.1%ETFESGUiShares ESG Aware MSCI USA ETF$431,620$38,291 ▼-8.1%3,1900.1%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$412,729$4,067 ▲1.0%4,1610.1%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$411,829$12,606 ▼-3.0%3,7570.1%FinanceNFLXNetflix$388,348$73,652 ▲23.4%2900.1%Consumer DiscretionaryPULSPGIM Ultra Short Bond ETF$381,517$4,528 ▲1.2%7,6670.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$379,098$2,110 ▼-0.6%4,1330.1%ETFIVWiShares S&P 500 Growth ETF$373,218$70,130 ▲23.1%3,3900.1%ETFQQQMInvesco NASDAQ 100 ETF$354,024$62,221 ▲21.3%1,5590.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$336,954$82,564 ▲32.5%6,1870.1%ETFIDEViShares Core MSCI International Developed Markets ETF$336,073$5,779 ▲1.7%4,4200.1%ETFEFViShares MSCI EAFE Value ETF$313,363$79,483 ▲34.0%4,9360.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$250,603$18,654 ▼-6.9%10,7880.1%ManufacturingIVEiShares S&P 500 Value ETF$238,990$238,990 ▲New Holding1,2230.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$219,312$2,514 ▲1.2%2,1810.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$0$32,436,958 ▼-100.0%00.0%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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