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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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