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LIFE LINE WEALTH MANAGEMENT LLC

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13F filer, CIK 2035872, Beverly Hills, CA

LIFE LINE WEALTH MANAGEMENT LLC reported $280,323,077 across 25 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-03-25. Its ten largest share positions make up 98.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001667731-25-000350

Period
2024-12-31
Reported value
$280M
Holdings
25
Top 10 weight
98.06%
New
5
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQnew+107,643$55M
QUALadded+204,693$36.5M
MTUMnew+175,177$36.2M
IWFnew+67,082$26.9M
IWMadded+3,363$743K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VLUEexited-688,195-$75M
IWDexited-292,378-$55.5M
GLDexited-107,630-$26.2M
FBTCreduced-3,576-$292K
DNLIexited-7,812-$228K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001667731-25-000350, largest first. % of portfolio is the value over $280,323,077, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 107,643 shares 107,643$55M19.63%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 78,061 shares; 2024Q3: 71,438 shares; 2024Q4: 72,162 shares 72,162$42.5M15.15%+724Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 176,045 shares; 2024Q4: 179,408 shares 179,408$39.6M14.14%+3,363Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 150,873 shares; 2024Q3: 2,461 shares; 2024Q4: 207,154 shares 207,154$36.9M13.16%+204,693Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 175,177 shares 175,177$36.2M12.93%newTimeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 393,365 shares; 2024Q4: 395,480 shares 395,480$35M12.47%+2,115Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 73,410 shares; 2024Q3: not reported; 2024Q4: 67,082 shares 67,082$26.9M9.61%newTimeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,054 shares; 2024Q3: 22,054 shares; 2024Q4: 18,478 shares 18,478$1.51M0.54%-3,576Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,627 shares; 2024Q3: 11,776 shares; 2024Q4: 11,976 shares 11,976$594K0.21%+200Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,470 shares; 2024Q3: 11,622 shares; 2024Q4: 11,758 shares 11,758$592K0.21%+136Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 416,882 shares; 2024Q3: 5,696 shares; 2024Q4: 5,750 shares 5,750$502K0.18%+54Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 378,874 shares; 2024Q3: 6,582 shares; 2024Q4: 6,610 shares 6,610$463K0.17%+28Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,708 shares; 2024Q3: 8,825 shares; 2024Q4: 8,933 shares 8,933$450K0.16%+108Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,324 shares; 2024Q3: 3,346 shares; 2024Q4: 3,350 shares 3,350$432K0.15%+4Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,084 shares; 2024Q3: 7,160 shares; 2024Q4: 7,261 shares 7,261$422K0.15%+101Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,749 shares; 2024Q3: 3,789 shares; 2024Q4: 3,843 shares 3,843$411K0.15%+54Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 246,426 shares; 2024Q3: 4,043 shares; 2024Q4: 4,094 shares 4,094$397K0.14%+51Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,412 shares; 2024Q3: 4,178 shares; 2024Q4: 4,174 shares 4,174$382K0.14%-4Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,278 shares; 2024Q3: 7,383 shares; 2024Q4: 7,480 shares 7,480$371K0.13%+97Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,197 shares; 2024Q3: 14,197 shares; 2024Q4: 14,197 shares 14,197$343K0.12%0Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,456 shares; 2024Q3: 4,456 shares; 2024Q4: 4,525 shares 4,525$292K0.1%+69Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,055 shares; 2024Q3: 12,579 shares; 2024Q4: 12,500 shares 12,500$284K0.1%-79Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,283 shares 1,283$270K0.1%newTimeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,074 shares; 2024Q3: 2,103 shares; 2024Q4: 2,130 shares 2,130$214K0.08%+27Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 235 shares 235$209K0.07%newTimeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VLUEISHARES TR688,195$75Mshares
IWDISHARES TR292,378$55.5Mshares
GLDSPDR GOLD TR107,630$26.2Mshares
DNLIDENALI THERAPEUTICS INC7,812$228Kshares
RBRKRUBRIK INC.6,578$211Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001667731-25-000350 base2025-03-25acceptance time not in the bulk data set