White Lighthouse Investment Management Inc. Incresed Positions in Q1 2025

White Lighthouse Investment Management Inc.

  • $558 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
32.4K
+ 12.74%
$110.11 - $110.51 $3.57M - $3.59M
287K $31.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.8K
+ 2.44%
$58.01 - $64.46 $799K - $888K
578K $35.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.2K
+ 6.11%
$71.17 - $73.66 $1.23M - $1.27M
299K $22M
VTV
Vanguard Value ETF

ETFs
7.03K
+ 6.73%
$167.73 - $179.21 $1.18M - $1.26M
111K $19.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.91K
+ 1.59%
$126.11 - $135.06 $871K - $933K
442K $57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
722
+ 21.17%
$442.66 - $534.52 $320K - $386K
4.13K $2.2M
VTI
Vanguard Total Stock Market Et

ETFs
2.83K
+ 27.05%
$271.18 - $303.12 $769K - $859K
13.3K $3.66M
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.19K
+ 91.69%
$94.86 - $97.12 $587K - $601K
12.9K $1.23M
VPU
Vanguard Utilities ETF

ETFs
2.72K
+ 58.73%
$161.24 - $173.33 $439K - $472K
7.36K $1.26M
VNQ
Vanguard Specialized Funds Van

ETFs
3.91K
+ 6.86%
$85.55 - $94.34 $334K - $369K
60.9K $5.51M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
924
+ 1.12%
$55.47 - $61.45 $51.3K - $56.8K
83.2K $4.91M
AMGN
Amgen Inc

Healthcare
98
+ 2.94%
$258.59 - $327.36 $25.3K - $32.1K
3.43K $1.07M
PG
Procter & Gamble CO

Consumer Defensive
1.05K
+ 25.99%
$158.56 - $176.26 $167K - $186K
5.1K $869K
VFH
Vanguard Financial ETF

ETFs
1.51K
+ 31.33%
$114.07 - $127.34 $172K - $192K
6.32K $755K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
568
+ 4.64%
$63.07 - $73.5 $35.8K - $41.7K
12.8K $899K
CAT
Caterpillar Inc

Industrials
490
+ 19.21%
$326.75 - $407.63 $160K - $200K
3.04K $1M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.0%
$56.51 - $62.98 $56.5 - $63
21.3K $1.29M
VO
Vanguard Mid Cap ETF

ETFs
580
+ 3.43%
$251.87 - $277.95 $146K - $161K
17.5K $4.52M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.07K
+ 23.22%
$77.67 - $90.15 $82.9K - $96.2K
5.66K $443K
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.32K
+ 19.32%
$37.9 - $43.9 $87.8K - $102K
14.3K $548K
JPM
Jpmorgan Chase & CO

Financial Services
138
+ 7.57%
$225.19 - $279.95 $31.1K - $38.6K
1.96K $480K
CVX
Chevron Corp

Energy
11
+ 0.69%
$146.71 - $167.97 $1.61K - $1.85K
1.62K $270K
XOM
Exxon Mobil Corp

Energy
32
+ 1.07%
$105.44 - $118.93 $3.37K - $3.81K
3.03K $360K
MDT
Medtronic PLC

Healthcare
96
+ 3.49%
$79.84 - $94.5 $7.66K - $9.07K
2.85K $255K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
304
+ 3.01%
$61.23 - $63.33 $18.6K - $19.3K
10.4K $655K
HD
Home Depot, Inc.

Consumer Cyclical
119
+ 17.02%
$347.25 - $424.87 $41.3K - $50.6K
818 $299K
SCHC
Schwab Strategic Tr Intl Small

ETFs
426
+ 6.23%
$33.57 - $37.22 $14.3K - $15.9K
7.27K $260K
EMB
Ishares Tr

ETFs
136
+ 2.25%
$88.64 - $92.03 $12.1K - $12.5K
6.17K $558K
HYG
Ishares Tr

ETFs
178
+ 4.37%
$78.51 - $80.11 $14K - $14.3K
4.25K $335K
NVDA
Nvidia Corp

Technology
701
+ 28.97%
$106.98 - $149.43 $75K - $105K
3.12K $338K
EFG
Msci Eafe Growth ETF

ETFs
1
+ 0.05%
$96.1 - $106.37 $96.1 - $106
2.14K $213K
BNDX
Vanguard Total International B

ETFs
160
+ 2.43%
$48.33 - $49.5 $7.73K - $7.92K
6.74K $328K
Annaly Capital Management In
2
+ 0.01%
N/A
22.4K $0
HON
Honeywell International Inc

Industrials
79
+ 6.37%
$202.75 - $226.52 $16K - $17.9K
1.32K $279K
LMT
Lockheed Martin Corp

Industrials
37
+ 7.4%
$423.19 - $506.29 $15.7K - $18.7K
537 $239K
ASML
Asml Holding Nv

Technology
7
+ 2.0%
$662.63 - $776.99 $4.64K - $5.44K
357 $236K
ISRG
Intuitive Surgical Inc

Healthcare
9
+ 2.01%
$476.63 - $610.45 $4.29K - $5.49K
456 $225K
SPYG
Spdr Portfolio

ETFs
1
+ 0.04%
$80.05 - $92.39 $80.1 - $92.4
2.74K $220K
SOXX
Ishares Semiconductor ETF

ETFs
124
+ 7.4%
$188.17 - $235.81 $23.3K - $29.2K
1.8K $338K
WMT
Walmart Inc.

Consumer Defensive
269
+ 1.33%
$84.5 - $105.05 $22.7K - $28.3K
20.6K $1.81M
SCHG
Schwab Strategic Tr Us Large C

ETFs
19
+ 0.13%
$24.91 - $29.02 $473 - $551
14.7K $367K
GOOG
Alphabet Inc.

Communication Services
100
+ 3.9%
$156.06 - $207.71 $15.6K - $20.8K
2.67K $416K
AFRM
Affirm Holdings, Inc.

Technology
1.1K
+ 13.07%
$43.7 - $80.98 $48.2K - $89.3K
9.54K $431K
DSI
Ishares Msci Kld 400 Social Et

ETFs
271
+ 1.81%
$101.98 - $115.66 $27.6K - $31.3K
15.2K $1.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 0.48%
$551.42 - $612.93 $10.5K - $11.6K
3.97K $2.22M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.57K
+ 3.87%
$96.93 - $109.51 $152K - $171K
42K $4.12M
VBR
Vanguard Small Cap Value ETF

ETFs
1.3K
+ 3.95%
$183.02 - $207.75 $239K - $271K
34.3K $6.39M
MSFT
Microsoft Corp

Technology
221
+ 3.53%
$375.39 - $447.2 $83K - $98.8K
6.48K $2.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
211
+ 1.28%
$507.05 - $563.67 $107K - $119K
16.7K $8.59M
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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