White Lighthouse Investment Management Inc. Portfolio Holdings

White Lighthouse Investment Management Inc.

  • $568 Million
  • Q4 2024

White Lighthouse Investment Management Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $568 Million distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $96.3M, Vanguard Whitehall Fds (Vangua with a value of $55.5M, Vanguard Star Fd Vanguard Tota with a value of $33.3M, Ishares Tr with a value of $28M, and Vanguard Sht Term Corp Bd ETF with a value of $24.9M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $556M to 568M.

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

Portfolio value $568 Million
ETFs: $530 Million
Technology: $13 Million
Consumer Defensive: $6.17 Million
Consumer Cyclical: $5.73 Million
Healthcare: $4.98 Million
Financial Services: $2.47 Million
Communication Services: $2.33 Million
Industrials: $1.45 Million
Other: $1.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$7.84 Million 1.38% of portfolio
31,321
Q4 2024 Added 2.76%
$2.33T
$3.57 Million 0.63% of portfolio
16,255
Q4 2024 Reduced 6.2%
$3.04T
$2.64 Million 0.46% of portfolio
6,257
Q4 2024 Reduced 0.16%
$1.11T
$1.84 Million 0.32% of portfolio
9,720
Q4 2024 Added 2.53%
$282B
$1.83 Million 0.32% of portfolio
20,292
Q4 2024 Added 0.35%
$624B
$1.55 Million 0.27% of portfolio
3,410
Q2 2024 Added 11.37%
$233B
$1.44 Million 0.25% of portfolio
11,999
Q3 2024 Added 71.41%
$490B
$1.27 Million 0.22% of portfolio
2,518
Q4 2024 Reduced 4.26%
$408B
$1.22 Million 0.21% of portfolio
8,429
Q4 2024 Added 1.2%
$386B
$679,000 0.12% of portfolio
4,051
Q3 2024 Added 0.45%
$1.12T
$571,000 0.1% of portfolio
1,416
Q4 2024 New
$210B
$561,000 0.1% of portfolio
5,641
Q4 2024 Added 25.86%
$1.14T
$488,000 0.09% of portfolio
2,566
Q2 2024 Added 40.83%
$811B
$436,000 0.08% of portfolio
1,822
Q4 2024 Added 1.5%
$266B
$383,000 0.07% of portfolio
6,472
Q4 2024 Added 1.13%
$346B
$324,000 0.06% of portfolio
2,420
Q4 2024 New
$419B
$271,000 0.05% of portfolio
699
Q4 2024 New
$474B
$287,000 0.05% of portfolio
314
Q3 2024 New
$210B
$233,000 0.04% of portfolio
447
Q3 2024 Reduced 8.21%
$304B
$232,000 0.04% of portfolio
1,604
Q4 2024 Added 5.94%
$299B
$242,000 0.04% of portfolio
350
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $568 Million
  • Prior Value $556 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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