Lighthouse Financial LLC Reduced Holdings in Q2 2025

Lighthouse Financial LLC

  • $131 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-2.97K
- 8.7%
$168.34 - $195.42 $500K - $580K
31.2K $6.09B
U
Unity Software Inc.

Technology
-20.3K
- 39.05%
$16.75 - $26.24 $340K - $533K
31.7K $767M
NVO
Novo Nordisk A S

Healthcare
-3.4K
- 17.08%
$58.08 - $81.05 $197K - $276K
16.5K $1.14B
AAPL
Apple Inc.

Technology
-100
- 0.9%
$172.42 - $223.89 $17.2K - $22.4K
11K $2.26B
Fidelity Covington Trust
-7.34K
- 39.91%
N/A
11.1K $381M
ABBV
Abb Vie Inc.

Healthcare
-369
- 9.9%
$170.16 - $206.27 $62.8K - $76.1K
3.36K $624M
PFE
Pfizer Inc

Healthcare
-2.5K
- 22.0%
$21.59 - $24.84 $54K - $62.1K
8.86K $215M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-556
- 0.42%
$72.12 - $76.23 $40.1K - $42.4K
131K $9.92B
PG
Procter & Gamble CO

Consumer Defensive
-100
- 5.98%
$157.66 - $172.39 $15.8K - $17.2K
1.57K $251M
TSLA
Tesla, Inc.

Consumer Cyclical
-629
- 21.99%
$221.86 - $362.89 $140K - $228K
2.23K $709M
Ge Healthcare Technologies I
-15
- 0.46%
N/A
3.26K $242M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-100
- 5.46%
$152.93 - $181.74 $15.3K - $18.2K
1.73K $314M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-249
- 5.3%
$39.89 - $49.46 $9.93K - $12.3K
4.45K $220M
FSLR
First Solar, Inc.

Technology
-210
- 10.19%
$120.38 - $192.98 $25.3K - $40.5K
1.85K $306M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-350
- 5.87%
$224.16 - $285.86 $78.5K - $100K
5.61K $1.6B
MELI
Mercadolibre Inc

Consumer Cyclical
-57
- 14.29%
$1794.73 - $2613.63 $102K - $149K
342 $894M
GOOG
Alphabet Inc.

Communication Services
-128
- 1.02%
$146.58 - $180.01 $18.8K - $23K
12.4K $2.2B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.12K
- 1.82%
$45.88 - $54.4 $143K - $170K
169K $9.17B
AMZN
Amazon Com Inc

Consumer Cyclical
-738
- 4.71%
$167.32 - $223.3 $123K - $165K
14.9K $3.28B
IVW
Ishares S&P 500 Growth ETF

ETFs
-468
- 2.03%
$82.96 - $110.1 $38.8K - $51.5K
22.6K $2.49B
Ge Vernova Inc
-256
- 11.86%
N/A
1.9K $1.01B
TTD
Trade Desk, Inc.

Technology
-300
- 1.0%
$45.27 - $79.4 $13.6K - $23.8K
29.7K $2.14B
MSFT
Microsoft Corp

Technology
-400
- 6.33%
$354.56 - $497.45 $142K - $199K
5.92K $2.95B
IVV
Ishares Core S&P 500 ETF

ETFs
-189
- 1.23%
$498.8 - $620.9 $94.3K - $117K
15.2K $9.46B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-170
- 0.91%
$416.06 - $551.64 $70.7K - $93.8K
18.5K $10.2B
Activity Summary
Buys All Purchases 12 New Holdings 2 Increased Positions 10 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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