White Lighthouse Investment Management Inc. Sells in Q3 2025

White Lighthouse Investment Management Inc.

  • $654 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-2.9K
- 20.06%
$211.65 - $238.24 $614K - $692K
11.6K $2.54M
VCIT
Vanguard Intermediate Term Cor

ETFs
-9.86K
- 4.75%
$81.75 - $84.54 $806K - $833K
198K $16.6M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-8.92K
- 11.37%
$73.94 - $78.51 $660K - $700K
69.6K $5.4M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-11.6K
- 48.58%
$46.69 - $59.27 $541K - $687K
12.3K $650K
WMT
Walmart Inc.

Consumer Defensive
-5.41K
- 26.36%
$94.4 - $104.27 $511K - $564K
15.1K $1.56M
AFRM
Affirm Holdings, Inc.

Technology
-4.91K
- 45.69%
$64.05 - $92.18 $314K - $453K
5.84K $426K
VNQ
Vanguard Specialized Funds Van

ETFs
-5.1K
- 7.68%
$88.47 - $93.24 $451K - $475K
61.2K $5.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.54K
- 16.63%
$48.5 - $50.19 $220K - $228K
22.8K $1.14M
ICF
Ishares Tr

ETFs
-3.34K
- 16.85%
$59.57 - $62.89 $199K - $210K
16.5K $1.01M
VO
Vanguard Mid Cap ETF

ETFs
-1.43K
- 7.81%
$279.83 - $293.74 $400K - $419K
16.9K $4.95M
AVGO
Broadcom Inc.

Technology
-816
- 36.99%
$264.74 - $369.57 $216K - $302K
1.39K $458K
VIG
Vanguard Dividend Appreciation

ETFs
-815
- 1.57%
N/A
51K $9.29M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.07K
- 4.63%
$45.6 - $46.92 $186K - $191K
83.9K $3.92M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.61K
- 13.57%
$148.97 - $165.88 $239K - $267K
10.2K $1.68M
MUB
Ishares National Muni Bond ETF

ETFs
-1.2K
- 4.77%
$103.24 - $106.68 $124K - $128K
23.9K $2.54M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.5K
- 7.97%
$52.39 - $53.11 $78.6K - $79.7K
17.3K $918K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.4K
- 6.93%
$67.48 - $71.55 $94.3K - $100K
18.8K $1.33M
IXJ
Ishares Global Healthcare ETF

ETFs
-1.26K
- 6.46%
$82.73 - $89.14 $104K - $112K
18.2K $1.61M
ISRG
Intuitive Surgical Inc

Healthcare
-6
- 1.32%
$433.66 - $544.47 $2.6K - $3.27K
450 $201K
IWP
Ishares Russell Mid Cap Growth

ETFs
-300
- 9.94%
$137.51 - $145.26 $41.3K - $43.6K
2.72K $386K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-883
- 1.79%
$76.16 - $78.59 $67.2K - $69.4K
48.4K $3.78M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.95K
- 17.32%
$21.69 - $23.34 $42.2K - $45.4K
9.29K $216K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-328
- 10.15%
$91.44 - $91.77 $30K - $30.1K
2.9K $266K
VGSH
Vanguard

ETFs
-580
- 0.83%
$58.43 - $58.88 $33.9K - $34.2K
69.5K $4.09M
VOX
Vanguard Communication Service

ETFs
-1.01K
- 10.14%
$169.0 - $192.17 $170K - $194K
8.93K $1.68M
JPM
Jpmorgan Chase & CO

Financial Services
-215
- 11.25%
$282.78 - $316.06 $60.8K - $68K
1.7K $534K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.26K
- 3.34%
$26.38 - $27.95 $112K - $119K
123K $3.36M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.39K
- 9.33%
$12.9 - $13.59 $17.9K - $18.8K
13.5K $180K
VOT
Vanguard Mid Cap Growth Index

ETFs
-440
- 3.54%
$282.75 - $294.19 $124K - $129K
12K $3.52M
SCHO
Schwab Short Term Us Treasury

ETFs
-410
- 4.73%
$24.23 - $24.42 $9.93K - $10K
8.26K $201K
HD
Home Depot, Inc.

Consumer Cyclical
-94
- 11.05%
$357.4 - $423.42 $33.6K - $39.8K
757 $306K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-111
- 4.47%
$87.29 - $93.61 $9.69K - $10.4K
2.37K $221K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-4.47K
- 5.5%
$64.58 - $69.94 $289K - $313K
76.7K $5.32M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.05K
- 6.92%
$40.43 - $44.52 $42.5K - $46.7K
14.1K $623K
PEP
Pepsico Inc

Consumer Defensive
-51
- 2.89%
$133.81 - $152.16 $6.82K - $7.76K
1.71K $240K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-475
- 6.6%
$108.46 - $120.63 $51.5K - $57.3K
6.72K $798K
XOM
Exxon Mobil Corp

Energy
-13
- 0.42%
$105.83 - $117.22 $1.38K - $1.52K
3.08K $347K
CVX
Chevron Corp

Energy
-19
- 1.14%
$145.57 - $161.83 $2.77K - $3.07K
1.64K $254K
LMT
Lockheed Martin Corp

Industrials
-3
- 0.52%
$410.74 - $499.21 $1.23K - $1.5K
570 $284K
MRK
Merck & Co., Inc.

Healthcare
-20
- 0.45%
$77.6 - $87.37 $1.55K - $1.75K
4.42K $370K
SPYG
Spdr Portfolio

ETFs
-49
- 1.79%
$94.33 - $105.31 $4.62K - $5.16K
2.69K $281K
MDT
Medtronic PLC

Healthcare
-28
- 0.97%
$87.67 - $95.74 $2.45K - $2.68K
2.86K $272K
VEU
Vanguard Ftse All World Ex Us

ETFs
-962
- 4.29%
$66.38 - $71.68 $63.9K - $69K
21.5K $1.53M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-541
- 4.04%
$131.47 - $143.64 $71.1K - $77.7K
12.8K $1.82M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-100
- 0.66%
$28.92 - $32.19 $2.89K - $3.22K
15.1K $481K
SOXX
Ishares Semiconductor ETF

ETFs
-42
- 2.33%
$236.93 - $271.12 $9.95K - $11.4K
1.76K $477K
IBB
Ishares Biotechnology ETF

ETFs
-1.07K
- 9.42%
$127.63 - $144.37 $137K - $154K
10.3K $1.49M
MO
Altria Group, Inc.

Consumer Defensive
-200
- 2.13%
$57.75 - $67.68 $11.6K - $13.5K
9.19K $607K
UNH
Unitedhealth Group Inc

Healthcare
-10
- 0.53%
$237.77 - $353.61 $2.38K - $3.54K
1.88K $648K
Activity Summary
Buys All Purchases 54 New Holdings 4 Increased Positions 50 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track White Lighthouse Investment Management Inc. Portfolio

Follow White Lighthouse Investment Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email