Top 35 Life Line Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | 21.4% | 249.8K | $47.9M | +4.10%(+9.85K) | $177.23(+17.08%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 20.99% | 81.4K | $47.0M | +2.85%(+2.26K) | $501.69(+35.86%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 17.03% | 432.5K | $38.1M | -48.16%(-401.88K) | $61.18(+40.07%) | 2026-03-31 | |
| IQLT | ISHARES TR | 10.16% | 492.2K | $22.8M | -47.79%(-450.55K) | $41.62(+17.08%) | 2026-03-31 | |
| IVV | ISHARES TR | 9.79% | 33.6K | $21.9M | +4.89%(+1.56K) | $481.14(+51.09%) | 2026-03-31 | |
| IWR | ISHARES TR | 6.43% | 148.1K | $14.4M | +362.02%(+116.03K) | $94.16(+11.57%) | 2026-03-31 | |
| VLUE | ISHARES TR | 4.87% | 76.7K | $10.9M | new | $105.76(+64.44%) | 2026-03-31 | |
| IWM | ISHARES TR | 1.2% | 10.9K | $2.7M | +0.18%(+19) | $210.25(+34.39%) | 2026-03-31 | |
| MTUM | ISHARES TR | 1.19% | 11.1K | $2.7M | +2.34%(+254) | $204.95(+42.03%) | 2026-03-31 | |
| IWF | ISHARES TR | 0.97% | 5.1K | $2.2M | -94.82%(-93.18K) | $388.10(-68.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.08% | +52.39% |
| Top 20 Holdings Unweighted | +10.05% | +33.30% |
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