Red Lighthouse Investment Management, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $256 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $40.4B, Dimensional ETF Tr U S Core Eq with a value of $37.6B, American Centy ETF Tr Avantis with a value of $32.8B, Apple Inc. with a value of $20.9B, and American Centy ETF Tr Avantis with a value of $19.6B.

Examining the 13F form we can see an increase of $17.1B in the current position value, from $239B to 256B.

Red Lighthouse Investment Management, LLC is based out at New York, NY

Below you can find more details about Red Lighthouse Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $256 Billion
ETFs: $204 Billion
Technology: $30.3 Billion
Financial Services: $5.05 Billion
Healthcare: $2.19 Billion
Consumer Cyclical: $1.82 Billion
Communication Services: $1.28 Billion
Consumer Defensive: $1.16 Billion
Energy: $972 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $256 Billion
  • Prior Value $239 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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