Lighthouse Financial LLC Portfolio Holdings

Lighthouse Financial LLC

  • $123 Billion
  • Q4 2024

Lighthouse Financial LLC has filed its 13F form on March 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12B, Vanguard Lg Trm Corp Bd ETF with a value of $10.4B, Invesco Qqq Trust, Series 1 with a value of $9.65B, J P Morgan ETF Tr Nasdaq Equit with a value of $9.27B, and Ishares Core S&P 500 ETF with a value of $9.09B.

Examining the 13F form we can see an increase of $123B in the current position value.

Lighthouse Financial LLC is based out at Largo, FL

Below you can find more details about Lighthouse Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $123 Billion
ETFs: $65.2 Billion
Technology: $24.7 Billion
Healthcare: $10.4 Billion
Consumer Cyclical: $8.67 Billion
Industrials: $4.55 Billion
Communication Services: $2.59 Billion
Energy: $825 Million
Financial Services: $792 Million
Other: $606 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$271B
$12 Billion 9.73% of portfolio
89,216
Q4 2024 New
$0
$10.4 Billion 8.46% of portfolio
139,256
Q4 2024 New
$0
$9.65 Billion 7.84% of portfolio
18,870
Q4 2024 New
$0
$9.27 Billion 7.53% of portfolio
164,355
Q4 2024 New
$0
$9.09 Billion 7.38% of portfolio
15,446
Q4 2024 New
$0
$6.61 Billion 5.37% of portfolio
34,649
Q4 2024 New
$0
$6.53 Billion 5.3% of portfolio
83,723
Q4 2024 New
$26.1B
$3.54 Billion 2.87% of portfolio
30,084
Q4 2024 New
$2T
$3.43 Billion 2.79% of portfolio
15,645
Q4 2024 New
$783B
$3.35 Billion 2.72% of portfolio
4,341
Q4 2024 New
$0
$3.21 Billion 2.6% of portfolio
55,011
Q4 2024 New
$3.55T
$2.94 Billion 2.39% of portfolio
11,754
Q4 2024 New
$2.84T
$2.67 Billion 2.16% of portfolio
6,324
Q4 2024 New
T Rowe Price ETF Inc
-
$2.65 Billion 2.15% of portfolio
-
Q4 2024 New
$728B
$2.51 Billion 2.04% of portfolio
6,209
Q4 2024 New
$1.01T
$2.38 Billion 1.94% of portfolio
12,520
Q4 2024 New
$32.7B
$1.88 Billion 1.52% of portfolio
16,517
Q4 2024 New
$176B
$1.81 Billion 1.47% of portfolio
21,051
Q4 2024 New
$0
$1.72 Billion 1.39% of portfolio
5,960
Q4 2024 New
$125B
$1.49 Billion 1.21% of portfolio
3,705
Q4 2024 New
$209B
$1.46 Billion 1.18% of portfolio
8,740
Q4 2024 New
$0
$1.16 Billion 0.95% of portfolio
15,390
Q4 2024 New
$76B
$939 Million 0.76% of portfolio
2,000
Q4 2024 New
$171B
$821 Million 0.67% of portfolio
3,150
Q4 2024 New
$12.3B
$787 Million 0.64% of portfolio
22,700
Q4 2024 New
Ge Vernova Inc
-
$759 Million 0.62% of portfolio
-
Q4 2024 New
$39.1B
$765 Million 0.62% of portfolio
2,000
Q4 2024 New
$887B
$750 Million 0.61% of portfolio
3,800
Q4 2024 New
$0
$734 Million 0.6% of portfolio
4,600
Q4 2024 New
$378B
$700 Million 0.57% of portfolio
3,940
Q4 2024 New
$156B
$702 Million 0.57% of portfolio
5,815
Q4 2024 New
$100B
$661 Million 0.54% of portfolio
389
Q4 2024 New
$232B
$632 Million 0.51% of portfolio
5,586
Q4 2024 New
Fidelity Covington Trust
-
$606 Million 0.49% of portfolio
-
Q4 2024 New
$455B
$576 Million 0.47% of portfolio
5,357
Q4 2024 New
$389B
$573 Million 0.47% of portfolio
3,440
Q4 2024 New
$2.03B
$563 Million 0.46% of portfolio
14,000
Q4 2024 New
$0
$505 Million 0.41% of portfolio
5,900
Q4 2024 New
$0
$482 Million 0.39% of portfolio
4,100
Q4 2024 New
Arista Networks Inc
-
$480 Million 0.39% of portfolio
-
Q4 2024 New
$0
$464 Million 0.38% of portfolio
862
Q4 2024 New
$646B
$444 Million 0.36% of portfolio
980
Q4 2024 New
$0
$431 Million 0.35% of portfolio
3,900
Q4 2024 New
$434B
$421 Million 0.34% of portfolio
2,910
Q4 2024 New
$0
$424 Million 0.34% of portfolio
3,210
Q4 2024 New
$0
$402 Million 0.33% of portfolio
8,311
Q4 2024 New
$0
$393 Million 0.32% of portfolio
6,000
Q4 2024 New
$53.5B
$368 Million 0.3% of portfolio
2,020
Q4 2024 New
$14.8B
$363 Million 0.29% of portfolio
2,060
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $123 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 70 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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