White Lighthouse Investment Management Inc. has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $492 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $80.7M, Vanguard Whitehall Fds (Vangua with a value of $48.4M, Vanguard Star Fd Vanguard Tota with a value of $30.2M, Vanguard Sht Term Corp Bd ETF with a value of $22.7M, and Vanguard Information Technolog with a value of $21M.

Examining the 13F form we can see an increase of $45.3M in the current position value, from $447M to 492M.

Below you can find more details about White Lighthouse Investment Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $492 Million
ETFs: $463 Million
Technology: $10.6 Million
Healthcare: $5.37 Million
Consumer Defensive: $3.3 Million
Consumer Cyclical: $2.97 Million
Communication Services: $1.69 Million
Financial Services: $1.56 Million
Utilities: $1.41 Million
Other: $1.95 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $492 Million
  • Prior Value $447 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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