White Lighthouse Investment Management Inc. Portfolio Holdings

White Lighthouse Investment Management Inc.

  • $556 Million
  • Q3 2024

White Lighthouse Investment Management Inc. has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $556 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $90.4M, Vanguard Whitehall Fds (Vangua with a value of $55.1M, Vanguard Star Fd Vanguard Tota with a value of $34.7M, Vanguard Sht Term Corp Bd ETF with a value of $25.2M, and Ishares Tr with a value of $22.8M.

Examining the 13F form we can see an increase of $37.9M in the current position value, from $518M to 556M.

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

Portfolio value $556 Million
ETFs: $522 Million
Technology: $11.7 Million
Consumer Defensive: $6.07 Million
Healthcare: $5.49 Million
Consumer Cyclical: $3.23 Million
Communication Services: $2 Million
Financial Services: $1.95 Million
Industrials: $1.55 Million
Other: $1.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $556 Million
  • Prior Value $518 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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