Lighthouse Wealth Management Inc. Sells in Q2 2025

Lighthouse Wealth Management Inc.

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-35.2K
- 6.8%
$24.32 - $27.87 $857K - $982K
483K $12.8B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.69K
- 2.4%
$47.46 - $55.3 $222K - $259K
191K $10.5B
AAPL
Apple Inc.

Technology
-101
- 1.74%
$172.42 - $223.89 $17.4K - $22.6K
5.69K $1.17B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.56K
- 14.06%
$42.72 - $44.24 $66.7K - $69.1K
9.55K $419M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-836
- 7.46%
$77.74 - $78.78 $65K - $65.9K
10.4K $816M
XLE
Energy Sector Spdr

ETFs
-108
- 1.93%
$76.44 - $94.13 $8.26K - $10.2K
5.49K $466M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-29
- 3.7%
$483.48 - $539.8 $14K - $15.7K
754 $366M
IVE
Ishares S&P 500 Value ETF

ETFs
-256
- 11.05%
$168.34 - $195.42 $43.1K - $50K
2.06K $403M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-450
- 2.81%
$75.05 - $77.34 $33.8K - $34.8K
15.6K $1.21B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-5.24K
- 6.9%
$82.17 - $99.96 $431K - $524K
70.7K $6.95B
FVD
First Tr Value Line Divid Inde

ETFs
-110
- 0.48%
$40.62 - $45.12 $4.47K - $4.96K
22.8K $1.02B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.36K
- 5.19%
$29.52 - $35.31 $40K - $47.8K
24.8K $874M
HYLS
First Tr Tactical High Yield L

ETFs
-108
- 0.78%
$39.8 - $41.84 $4.3K - $4.52K
13.8K $577M
ABT
Abbott Laboratories

Healthcare
-6
- 0.04%
$123.95 - $138.08 $744 - $828
13.6K $1.85B
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-6.23K
- 6.76%
$29.0 - $35.55 $181K - $221K
86K $3.06B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-6.81K
- 4.36%
$20.42 - $25.3 $139K - $172K
149K $3.78B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-334
- 0.21%
$23.55 - $27.67 $7.87K - $9.24K
159K $4.4B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-2.33K
- 1.35%
$43.78 - $51.5 $102K - $120K
170K $8.76B
HEFA
Ishares Currency Hedged Msci E

ETFs
-8.31K
- 2.43%
$32.11 - $38.21 $267K - $318K
333K $12.7B
NVDA
Nvidia Corp

Technology
-1.2K
- 10.91%
$94.31 - $157.99 $113K - $190K
9.82K $1.55B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.25K
- 8.29%
$416.06 - $551.64 $934K - $1.24M
24.9K $13.7B
Activity Summary
Buys All Purchases 14 New Holdings 3 Increased Positions 11 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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