White Lighthouse Investment Management Inc. Sells in Q1 2025

White Lighthouse Investment Management Inc.

  • $558 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-1.17K
- 0.5%
$369.1 - $427.61 $431K - $500K
233K $86.6M
VGT
Vanguard Information Technolog

ETFs
-2.83K
- 7.68%
$542.38 - $646.34 $1.54M - $1.83M
34.1K $18.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.74K
- 6.93%
$360.07 - $417.26 $626K - $726K
23.3K $8.43M
AAPL
Apple Inc.

Technology
-1.77K
- 5.65%
$209.68 - $247.1 $371K - $437K
29.6K $6.56M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.04K
- 12.53%
$190.26 - $242.06 $388K - $493K
14.2K $2.71M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-10.3K
- 8.6%
$76.94 - $78.28 $791K - $805K
109K $8.56M
VB
Vanguard Small Cap ETF

ETFs
-907
- 3.62%
$217.89 - $252.64 $198K - $229K
24.2K $5.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-442
- 4.56%
$468.34 - $539.52 $207K - $238K
9.25K $4.34M
GOOGL
Alphabet Inc.

Communication Services
-1.7K
- 17.47%
$154.33 - $206.19 $262K - $350K
8.02K $1.24M
MAR
Marriott International Inc

Consumer Cyclical
-1.4K
- 29.57%
$237.01 - $304.45 $332K - $426K
3.34K $794K
VIG
Vanguard Dividend Appreciation

ETFs
-2.58K
- 4.81%
N/A
51K $9.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.8K
- 17.78%
$42.5 - $46.71 $417K - $458K
45.3K $2.05M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-5.8K
- 6.88%
$73.11 - $77.43 $424K - $449K
78.5K $5.96M
VOT
Vanguard Mid Cap Growth Index

ETFs
-701
- 5.63%
$237.72 - $276.98 $167K - $194K
11.8K $2.88M
VCR
Vanguard Consumer Discretionar

ETFs
-40
- 0.83%
$318.51 - $391.75 $12.7K - $15.7K
4.77K $1.55M
MUB
Ishares National Muni Bond ETF

ETFs
-2.05K
- 7.54%
$104.71 - $107.69 $214K - $220K
25.1K $2.65M
UNH
Unitedhealth Group Inc

Healthcare
-489
- 19.42%
$461.52 - $548.18 $226K - $268K
2.03K $1.06M
AVGO
Broadcom Inc.

Technology
-335
- 14.19%
$167.43 - $244.7 $56.1K - $82K
2.03K $339K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-441
- 3.26%
$121.0 - $142.28 $53.4K - $62.7K
13.1K $1.63M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-237
- 2.02%
$126.86 - $146.45 $30.1K - $34.7K
11.5K $1.46M
VGSH
Vanguard

ETFs
-3.56K
- 4.8%
$58.07 - $58.69 $206K - $209K
70.5K $4.14M
MRK
Merck & Co., Inc.

Healthcare
-1.27K
- 22.48%
$83.01 - $101.02 $105K - $128K
4.37K $392K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-425
- 2.5%
$120.24 - $134.3 $51.1K - $57.1K
16.6K $2.02M
IBB
Ishares Biotechnology ETF

ETFs
-808
- 6.66%
$127.9 - $140.56 $103K - $114K
11.3K $1.45M
XLK
Technology Sector Spdr

ETFs
-466
- 21.99%
$206.38 - $242.18 $96.2K - $113K
1.65K $341K
DVY
Ishares Tr

ETFs
-2.45K
- 3.69%
$128.58 - $138.1 $315K - $339K
64K $8.59M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.67K
- 5.12%
$73.78 - $76.59 $197K - $204K
49.4K $3.78M
PEP
Pepsico Inc

Consumer Defensive
-602
- 25.58%
$142.64 - $156.42 $85.9K - $94.2K
1.75K $262K
SO
Southern CO

Utilities
-2.07K
- 20.24%
$80.96 - $92.96 $168K - $192K
8.16K $750K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-176
- 2.69%
$102.49 - $119.96 $18K - $21.1K
6.36K $665K
VOE
Vanguard Mid Cap Value Index F

ETFs
-391
- 2.03%
$156.61 - $168.02 $61.2K - $65.7K
18.8K $3.03M
VOX
Vanguard Communication Service

ETFs
-92
- 0.89%
$147.73 - $169.24 $13.6K - $15.6K
10.2K $1.52M
IVV
Ishares Core S&P 500 ETF

ETFs
-32
- 1.47%
$554.06 - $615.85 $17.7K - $19.7K
2.15K $1.21M
IWP
Ishares Russell Mid Cap Growth

ETFs
-348
- 10.34%
$114.9 - $139.6 $40K - $48.6K
3.02K $354K
JNJ
Johnson & Johnson

Healthcare
-1.5K
- 17.78%
$142.06 - $167.7 $213K - $251K
6.93K $1.15M
ICLN
Ishares

ETFs
-5.15K
- 25.33%
$10.94 - $11.86 $56.3K - $61.1K
15.2K $173K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-625
- 15.55%
$91.45 - $91.75 $57.2K - $57.3K
3.4K $311K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.76K
- 2.99%
$44.72 - $46.25 $123K - $128K
89.4K $4.12M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-128
- 5.95%
$196.12 - $229.48 $25.1K - $29.4K
2.02K $408K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.25K
- 4.73%
$66.9 - $71.57 $83.3K - $89.1K
25.1K $1.77M
ICF
Ishares Tr

ETFs
-965
- 4.66%
$57.98 - $63.8 $56K - $61.6K
19.7K $1.21M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-42
- 1.25%
$168.16 - $186.21 $7.06K - $7.82K
3.31K $565K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-270
- 2.27%
N/A
11.6K $724K
COST
Costco Wholesale Corp

Consumer Defensive
-18
- 5.73%
$890.62 - $1076.86 $16K - $19.4K
296 $279K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.55K
- 3.86%
$25.69 - $26.89 $91.1K - $95.4K
88.2K $2.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-375
- 2.83%
$18.36 - $20.51 $6.89K - $7.69K
12.9K $255K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-475
- 2.54%
$32.74 - $36.2 $15.6K - $17.2K
18.2K $636K
CSCO
Cisco Systems, Inc.

Technology
-42
- 0.65%
$58.74 - $64.87 $2.47K - $2.72K
6.43K $396K
VEA
Vanguard Ftse Developed Market

ETFs
-874
- 3.25%
$47.4 - $52.99 $41.4K - $46.3K
26K $1.32M
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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