White Lighthouse Investment Management Inc. Purchases in Q4 2024

White Lighthouse Investment Management Inc.

  • $568 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
48.8K
+ 23.7%
$109.92 - $110.57 $5.36M - $5.39M
255K $28M
MAR
Marriott International Inc

Consumer Cyclical
4.74K
New
$246.06 - $292.59 $1.17M - $1.39M
4.74K $1.32M
BND
Vanguard Bd Index Fd Inc Total

ETFs
27K
+ 10.6%
$71.75 - $75.11 $1.94M - $2.03M
282K $20.3M
AAPL
Apple Inc.

Technology
840
+ 2.76%
$221.69 - $259.02 $186K - $218K
31.3K $7.84M
TSLA
Tesla, Inc.

Consumer Cyclical
1.42K
New
$213.65 - $479.86 $303K - $679K
1.42K $571K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
6.93K
+ 217.91%
$61.87 - $64.86 $429K - $450K
10.1K $627K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.6K
+ 10.17%
$48.33 - $49.08 $511K - $519K
115K $5.54M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.97K
+ 1.15%
$126.68 - $134.74 $629K - $669K
435K $55.5M
VGSH
Vanguard

ETFs
7.16K
+ 10.7%
$58.02 - $58.88 $415K - $422K
74.1K $4.31M
NVDA
Nvidia Corp

Technology
2.42K
New
$117.0 - $148.88 $283K - $360K
2.42K $324K
HD
Home Depot, Inc.

Consumer Cyclical
699
New
$385.02 - $431.37 $269K - $302K
699 $271K
GOOGL
Alphabet Inc.

Communication Services
240
+ 2.53%
$161.86 - $196.66 $38.8K - $47.2K
9.72K $1.84M
VOT
Vanguard Mid Cap Growth Index

ETFs
573
+ 4.82%
$241.48 - $274.89 $138K - $158K
12.5K $3.16M
SPYG
Spdr Portfolio

ETFs
2.74K
New
$81.74 - $91.38 $224K - $250K
2.74K $240K
AMP
Ameriprise Financial Inc

Financial Services
400
New
$473.15 - $574.01 $189K - $230K
400 $212K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.81K
+ 4.19%
$77.02 - $78.58 $370K - $378K
120K $9.24M
WMT
Walmart Inc.

Consumer Defensive
71
+ 0.35%
$79.1 - $95.7 $5.62K - $6.79K
20.3K $1.83M
VCR
Vanguard Consumer Discretionar

ETFs
90
+ 1.91%
$328.51 - $401.37 $29.6K - $36.1K
4.81K $1.81M
AVGO
Broadcom Inc.

Technology
61
+ 2.65%
$159.67 - $250.0 $9.74K - $15.3K
2.36K $547K
VO
Vanguard Mid Cap ETF

ETFs
516
+ 3.15%
$261.5 - $284.63 $135K - $147K
16.9K $4.47M
VB
Vanguard Small Cap ETF

ETFs
175
+ 0.7%
$233.76 - $261.58 $40.9K - $45.8K
25.1K $6.02M
VFH
Vanguard Financial ETF

ETFs
693
+ 16.82%
$108.87 - $126.2 $75.4K - $87.5K
4.81K $568K
VOX
Vanguard Communication Service

ETFs
72
+ 0.7%
$144.31 - $163.57 $10.4K - $11.8K
10.3K $1.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
49.5K
+ 117.29%
$25.74 - $53.78 $1.27M - $2.66M
91.7K $2.37M
HYG
Ishares Tr

ETFs
1.09K
+ 36.72%
$78.09 - $80.04 $85.4K - $87.6K
4.07K $320K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
230
+ 1.37%
$124.61 - $133.96 $28.7K - $30.8K
17K $2.19M
MUB
Ishares National Muni Bond ETF

ETFs
1.16K
+ 4.46%
$105.78 - $108.7 $123K - $126K
27.1K $2.89M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.25K
+ 6.66%
$74.5 - $78.37 $242K - $255K
52.1K $3.89M
VBR
Vanguard Small Cap Value ETF

ETFs
734
+ 2.27%
$197.36 - $217.3 $145K - $159K
33K $6.54M
JPM
Jpmorgan Chase & CO

Financial Services
27
+ 1.5%
$205.18 - $250.29 $5.54K - $6.76K
1.82K $436K
VTV
Vanguard Value ETF

ETFs
3.46K
+ 3.43%
$168.32 - $181.87 $582K - $629K
104K $17.7M
IVV
Ishares Core S&P 500 ETF

ETFs
47
+ 2.2%
$570.51 - $610.59 $26.8K - $28.7K
2.18K $1.28M
MRK
Merck & Co., Inc.

Healthcare
1.16K
+ 25.86%
$96.31 - $114.76 $112K - $133K
5.64K $561K
CSCO
Cisco Systems, Inc.

Technology
72
+ 1.13%
$52.45 - $60.02 $3.78K - $4.32K
6.47K $383K
ANET
Arista Networks, Inc.

Technology
1.65K
+ 300.0%
$104.78 - $431.02 $173K - $711K
2.2K $243K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11K
+ 301.84%
$25.93 - $105.3 $285K - $1.16M
14.7K $408K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
800
+ 4.44%
$51.54 - $52.55 $41.2K - $42K
18.8K $972K
VCIT
Vanguard Intermediate Term Cor

ETFs
8.9K
+ 4.43%
$80.13 - $83.77 $713K - $746K
210K $16.8M
PANW
Palo Alto Networks Inc

Technology
660
+ 100.0%
$181.96 - $405.9 $120K - $268K
1.32K $240K
CVX
Chevron Corp

Energy
90
+ 5.94%
$141.15 - $162.53 $12.7K - $14.6K
1.6K $232K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
118
+ 3.02%
$91.29 - $91.8 $10.8K - $10.8K
4.02K $367K
VPU
Vanguard Utilities ETF

ETFs
307
+ 7.09%
$160.52 - $179.11 $49.3K - $55K
4.64K $757K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
40
+ 0.34%
N/A
11.9K $741K
Annaly Capital Management In
16
+ 0.07%
N/A
22.4K $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
136
+ 2.06%
$94.77 - $97.36 $12.9K - $13.2K
6.75K $644K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
500
+ 1.42%
$49.79 - $51.14 $24.9K - $25.6K
35.8K $1.79M
SCHC
Schwab Strategic Tr Intl Small

ETFs
222
+ 3.35%
$33.93 - $38.37 $7.53K - $8.52K
6.84K $234K
MDT
Medtronic PLC

Healthcare
33
+ 1.21%
$79.61 - $92.24 $2.63K - $3.04K
2.75K $219K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.48K
+ 95.59%
$18.41 - $40.87 $119K - $265K
13.3K $245K
Activity Summary
Buys All Purchases 64 New Holdings 7 Increased Positions 57 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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