White Lighthouse Investment Management Inc. Closed Holding Positions

White Lighthouse Investment Management Inc.

  • $492 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q2 2022 Filed on Jul 20, 2022
2,203
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Jul 20, 2022
7,160
$32.02 - $36.26 $229K - $260K
ASML
Asml Holding Nv

Technology
Q2 2022 Filed on Jul 20, 2022
350
$468.15 - $680.83 $164K - $238K
IBM
International Business Machines Corp

Technology
Q2 2022 Filed on Jul 20, 2022
1,547
$125.98 - $142.88 $195K - $221K
Spdr Bloomberg Barclays 1 3 Month T Bill ETF
Q2 2022 Filed on Jul 20, 2022
2,700
N/A
Ishares California Muni Bond
Q1 2022 Filed on Apr 20, 2022
11,965
N/A
TCEHY
Tencent Holdings Limited Unspo

Communication Services
Q1 2022 Filed on Apr 20, 2022
3,500
N/A
GAB
Gabelli Equity Trust Inc

Financial Services
Q1 2022 Filed on Apr 20, 2022
19,308
$6.76 - $7.24 $131K - $140K
MMM
3 M CO

Industrials
Q1 2022 Filed on Apr 20, 2022
1,580
$140.96 - $181.02 $223K - $286K
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Jan 12, 2022
1,235
$142.15 - $177.71 $176K - $219K
U
Unity Software Inc.

Technology
Q4 2021 Filed on Jan 12, 2022
35,000
$119.85 - $201.12 $4.19M - $7.04M
Rio Tinto PLC F Sponsored Adr
Q3 2021 Filed on Oct 20, 2021
3,000
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
953
$145.08 - $221.87 $138K - $211K
Vodafone Group Ordf
Q3 2021 Filed on Oct 20, 2021
17,765
N/A
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
3,035
$143.75 - $152.0 $436K - $461K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2021 Filed on Oct 20, 2021
1,165
N/A
Healthier Choices Manage
Q3 2021 Filed on Oct 20, 2021
125,750
N/A
Convatec Group PLC Ordf
Q3 2021 Filed on Oct 20, 2021
11,595
N/A
Lloyds Banking Gro Ordf
Q3 2021 Filed on Oct 20, 2021
18,700
N/A
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2021 Filed on Jul 26, 2021
2,277
N/A
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q2 2021 Filed on Jul 26, 2021
1,694
$143.08 - $152.26 $242K - $258K
SNOW
Snowflake Inc.

Technology
Q2 2021 Filed on Jul 26, 2021
3,914
$188.24 - $251.25 $737K - $983K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2021 Filed on May 07, 2021
1,215
N/A
FROG
J Frog LTD

Technology
Q4 2020 Filed on Feb 03, 2021
3,000
$59.6 - $85.25 $179K - $256K
TFLO
Ishares Treasury Floating Rate

ETFs
Q4 2020 Filed on Feb 03, 2021
5,470
$50.27 - $50.3 $275K - $275K
BAYRY
Bayer Ag Spons Adr

Healthcare
Q4 2020 Filed on Feb 03, 2021
32,200
$11.73 - $15.05 $378K - $485K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2020 Filed on Feb 03, 2021
8,000
$31.83 - $39.3 $255K - $314K
HYG
Ishares Tr

ETFs
Q3 2020 Filed on Oct 15, 2020
4,363
$81.53 - $85.39 $356K - $373K
Guggenheim S&P 500 Equal Weight (Rsp)
Q2 2020 Filed on Jul 23, 2020
6,071
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2020 Filed on Jul 23, 2020
2,743
$121.1 - $134.5 $332K - $369K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2020 Filed on Jul 23, 2020
7,091
$32.67 - $41.19 $232K - $292K
Etfs Gold Tr
Q2 2020 Filed on Jul 23, 2020
28,600
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2020 Filed on Jul 23, 2020
8,260
$45.15 - $54.07 $373K - $447K
Spdr Series Trust
Q1 2020 Filed on Apr 07, 2020
3,163
N/A
NESN.SW
Nestlé S.A.

Consumer Defensive
Q1 2020 Filed on Apr 07, 2020
6,065
N/A
Swiss Re LTD Ordf
Q1 2020 Filed on Apr 07, 2020
1,911
N/A
Fiat Chrysler Automobiles N
Q1 2020 Filed on Apr 07, 2020
11,000
N/A
ZURN.SW
Zurich Insurance Group Ag

Financial Services
Q1 2020 Filed on Apr 07, 2020
494
N/A
WPP
Wpp PLC

Communication Services
Q1 2020 Filed on Apr 07, 2020
4,950
$27.75 - $70.24 $137K - $348K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
1,810
$108.81 - $122.54 $197K - $222K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2020 Filed on Apr 07, 2020
7,940
N/A
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q1 2020 Filed on Apr 07, 2020
10,560
$19.16 - $33.67 $202K - $356K
ABBN.SW
Abb LTD

Industrials
Q1 2020 Filed on Apr 07, 2020
8,969
N/A
VAW
Vanguard Materials ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
3,167
N/A
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2020 Filed on Apr 07, 2020
6,800
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2020 Filed on Apr 07, 2020
4,700
N/A
SMB
Vaneck Short Muni ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
13,500
N/A
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Apr 07, 2020
3,750
$20.14 - $55.75 $75.5K - $209K
GNR
Spdr S&P Global Natural Resour

ETFs
Q1 2020 Filed on Apr 07, 2020
9,035
N/A
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