Greenhouse Wealth Management, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $49.1M, Vanguard Value ETF with a value of $13.1M, Ishares Core S&P 500 ETF with a value of $10.9M, Vanguard Index Fds S&P 500 ETF with a value of $7.46M, and Vanguard Total Stock Market Et with a value of $6.34M.

Examining the 13F form we can see an decrease of $17.2M in the current position value, from $151M to 134M.

Below you can find more details about Greenhouse Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Million
ETFs: $121 Million
Technology: $3.52 Million
Communication Services: $2.63 Million
Industrials: $1.53 Million
Consumer Cyclical: $1.23 Million
Consumer Defensive: $1.22 Million
Financial Services: $1.1 Million
Healthcare: $875,000
Other: $212,000

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 53
  • Current Value $134 Million
  • Prior Value $151 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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