Lighthouse Wealth Management Inc. Portfolio Holdings

Lighthouse Wealth Management Inc.

  • $109 Billion
  • Q1 2025

Lighthouse Wealth Management Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 38 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 $14.5B, Invesco Qqq Trust, Series 1 with a value of $12.7B, Ishares Currency Hedged Msci E with a value of $12.4B, Pacer Fds Tr Us Cash Cows 100 with a value of $10.7B, and Schwab Strategic Tr 1000 Index with a value of $9.25B.

Examining the 13F form we can see an decrease of $94.1M in the current position value, from $109B to 109B.

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: $98.2 Billion
Healthcare: $3.9 Billion
Technology: $3.32 Billion
Consumer Cyclical: $821 Million
Communication Services: $461 Million
Financial Services: $417 Million
Industrials: $244 Million
Consumer Defensive: $216 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.5 Billion 13.28% of portfolio
518,389
Q1 2025 Added 0.38%
$0
$12.7 Billion 11.65% of portfolio
27,095
Q1 2025 Added 0.92%
$0
$12.4 Billion 11.36% of portfolio
341,560
Q1 2025 Added 1.89%
$0
$10.7 Billion 9.81% of portfolio
195,391
Q1 2025 Added 1.51%
$0
$9.25 Billion 8.48% of portfolio
343,601
Q1 2025 Added 1.87%
$0
$8.51 Billion 7.8% of portfolio
172,394
Q1 2025 Added 1.09%
$0
$6.95 Billion 6.37% of portfolio
75,957
Q1 2025 Reduced 1.7%
$0
$4.23 Billion 3.88% of portfolio
159,192
Q1 2025 Added 2.51%
$0
$3.66 Billion 3.35% of portfolio
156,206
Q1 2025 Added 1.57%
$0
$3.37 Billion 3.09% of portfolio
91,188
Q1 2025 Reduced 4.76%
$0
$2.97 Billion 2.72% of portfolio
92,206
Q1 2025 Added 5.3%
$342B
$2.09 Billion 1.91% of portfolio
9,962
Q1 2025 Reduced 0.15%
$229B
$1.81 Billion 1.66% of portfolio
13,630
Q4 2024 New
$3.39T
$1.29 Billion 1.18% of portfolio
5,790
Q1 2025 Reduced 5.53%
$0
$1.23 Billion 1.13% of portfolio
16,039
Q1 2025 Reduced 7.93%
$272B
$1.19 Billion 1.09% of portfolio
11,022
Q1 2025 Added 11.28%
$0
$1.02 Billion 0.94% of portfolio
22,953
Q1 2025 Reduced 1.54%
$0
$875 Million 0.8% of portfolio
26,124
Q1 2025 Added 1.55%
$0
$877 Million 0.8% of portfolio
11,199
Q1 2025 Reduced 6.86%
$0
$860 Million 0.79% of portfolio
3,929
Q1 2025 Reduced 0.3%
$0
$840 Million 0.77% of portfolio
28,284
Q1 2025 Added 80.82%
$2.94T
$843 Million 0.77% of portfolio
2,246
Q1 2025 Reduced 0.4%
$0
$599 Million 0.55% of portfolio
11,833
Q1 2025 Added 2.36%
$0
$571 Million 0.52% of portfolio
13,902
Q1 2025 Reduced 9.13%
$1.91T
$541 Million 0.5% of portfolio
2,843
Q1 2025 Added 1.79%
$0
$523 Million 0.48% of portfolio
5,601
Q1 2025 Added 1.93%
$0
$487 Million 0.45% of portfolio
11,109
Q1 2025 Reduced 11.34%
$501B
$461 Million 0.42% of portfolio
494
Q1 2025 Added 11.76%
$0
$441 Million 0.4% of portfolio
2,316
Q4 2024 New
$696B
$417 Million 0.38% of portfolio
783
Q4 2024 New
$0
$314 Million 0.29% of portfolio
14,202
Q4 2024 New
Pacer Fds Tr
-
$301 Million 0.28% of portfolio
-
Q1 2025 New
$0
$279 Million 0.26% of portfolio
4,770
Q1 2025 Reduced 4.98%
$368B
$280 Million 0.26% of portfolio
764
Q1 2025 Added 15.41%
$116B
$244 Million 0.22% of portfolio
896
Q4 2024 New
$0
$233 Million 0.21% of portfolio
5,760
Q1 2025 New
$261B
$216 Million 0.2% of portfolio
2,464
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $109 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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