Lighthouse Wealth Management Inc. Portfolio Holdings

Lighthouse Wealth Management Inc.

  • $109 Billion
  • Q4 2024

Lighthouse Wealth Management Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $14.1B, Invesco Qqq Trust, Series 1 with a value of $13.7B, Ishares Currency Hedged Msci E with a value of $11.6B, Pacer Fds Tr Us Cash Cows 100 with a value of $10.9B, and Schwab Strategic Tr 1000 Index with a value of $9.55B.

Examining the 13F form we can see an increase of $109B in the current position value.

Lighthouse Wealth Management Inc. is based out at Ashland, OH

Below you can find more details about Lighthouse Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $109 Billion
ETFs: $98.8 Billion
Technology: $3.82 Billion
Healthcare: $3.31 Billion
Consumer Cyclical: $870 Million
Communication Services: $394 Million
Financial Services: $355 Million
Industrials: $297 Million
Consumer Defensive: $223 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.1 Billion 12.92% of portfolio
516,402
Q4 2024 New
$0
$13.7 Billion 12.57% of portfolio
26,848
Q4 2024 New
$0
$11.6 Billion 10.67% of portfolio
335,224
Q4 2024 New
$0
$10.9 Billion 9.96% of portfolio
192,491
Q4 2024 New
$0
$9.55 Billion 8.74% of portfolio
337,288
Q4 2024 New
$0
$8.47 Billion 7.76% of portfolio
170,533
Q4 2024 New
$0
$7.61 Billion 6.97% of portfolio
77,269
Q4 2024 New
$0
$4.05 Billion 3.71% of portfolio
155,295
Q4 2024 New
$0
$3.98 Billion 3.64% of portfolio
153,794
Q4 2024 New
$0
$3.23 Billion 2.96% of portfolio
95,743
Q4 2024 New
$0
$2.8 Billion 2.57% of portfolio
87,567
Q4 2024 New
$370B
$1.77 Billion 1.62% of portfolio
9,977
Q4 2024 New
$232B
$1.54 Billion 1.41% of portfolio
13,630
Q4 2024 New
$3.57T
$1.53 Billion 1.41% of portfolio
6,129
Q4 2024 New
$270B
$1.33 Billion 1.22% of portfolio
9,905
Q4 2024 New
$0
$1.3 Billion 1.19% of portfolio
17,420
Q4 2024 New
$0
$1.02 Billion 0.93% of portfolio
23,313
Q4 2024 New
$2.8T
$951 Million 0.87% of portfolio
2,255
Q4 2024 New
$0
$929 Million 0.85% of portfolio
12,024
Q4 2024 New
$0
$922 Million 0.84% of portfolio
25,726
Q4 2024 New
$0
$833 Million 0.76% of portfolio
3,941
Q4 2024 New
$0
$632 Million 0.58% of portfolio
15,299
Q4 2024 New
$1.94T
$613 Million 0.56% of portfolio
2,793
Q4 2024 New
$0
$582 Million 0.53% of portfolio
11,560
Q4 2024 New
$0
$538 Million 0.49% of portfolio
12,530
Q4 2024 New
$0
$477 Million 0.44% of portfolio
15,642
Q4 2024 New
$0
$471 Million 0.43% of portfolio
5,495
Q4 2024 New
$0
$442 Million 0.4% of portfolio
2,316
Q4 2024 New
$415B
$394 Million 0.36% of portfolio
442
Q4 2024 New
$683B
$355 Million 0.33% of portfolio
783
Q4 2024 New
$0
$329 Million 0.3% of portfolio
14,202
Q4 2024 New
$0
$297 Million 0.27% of portfolio
5,020
Q4 2024 New
$108B
$297 Million 0.27% of portfolio
896
Q4 2024 New
$375B
$258 Million 0.24% of portfolio
662
Q4 2024 New
$238B
$223 Million 0.2% of portfolio
2,464
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $109 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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