White Lighthouse Investment Management Inc. Reduced Holdings in Q3 2024

White Lighthouse Investment Management Inc.

  • $556 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-2.12K
- 5.34%
$514.43 - $606.85 $1.09M - $1.29M
37.6K $22.1M
ANET
Arista Networks, Inc.

Technology
-950
- 63.33%
$311.42 - $388.21 $296K - $369K
550 $211K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.34K
- 4.84%
$332.02 - $382.76 $444K - $512K
26.3K $9.86M
SO
Southern CO

Utilities
-3.88K
- 27.5%
$77.0 - $90.52 $299K - $351K
10.2K $922K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.8K
- 27.01%
$73.86 - $84.2 $133K - $152K
4.87K $402K
MSFT
Microsoft Corp

Technology
-63
- 1.0%
$395.15 - $467.56 $24.9K - $29.5K
6.27K $2.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-755
- 23.96%
$175.46 - $203.3 $132K - $153K
2.4K $485K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-406
- 12.66%
$285.48 - $330.24 $116K - $134K
2.8K $901K
AAPL
Apple Inc.

Technology
-3.57K
- 10.49%
$207.23 - $234.82 $740K - $839K
30.5K $7.1M
VIG
Vanguard Dividend Appreciation

ETFs
-104
- 0.18%
$182.15 - $182.15 $18.9K - $18.9K
56.2K $10.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-623
- 4.78%
$116.79 - $133.54 $72.8K - $83.2K
12.4K $1.64M
HON
Honeywell International Inc

Industrials
-50
- 3.88%
$196.73 - $220.21 $9.84K - $11K
1.24K $256K
BNDX
Vanguard Total International B

ETFs
-505
- 7.1%
$48.42 - $50.35 $24.5K - $25.4K
6.61K $332K
SCHO
Schwab Short Term Us Treasury

ETFs
-325
- 5.95%
$47.93 - $49.06 $15.6K - $15.9K
5.14K $251K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.75K
- 7.91%
$32.04 - $37.11 $56.1K - $64.9K
20.4K $742K
IWP
Ishares Russell Mid Cap Growth

ETFs
-200
- 5.61%
$103.87 - $117.59 $20.8K - $23.5K
3.37K $394K
ISRG
Intuitive Surgical Inc

Healthcare
-40
- 8.21%
$416.14 - $494.01 $16.6K - $19.8K
447 $219K
AFRM
Affirm Holdings, Inc.

Technology
-3.49K
- 25.33%
$24.12 - $44.98 $84.2K - $157K
10.3K $420K
ICLN
Ishares

ETFs
-2.22K
- 7.87%
$13.26 - $14.77 $29.4K - $32.8K
26K $381K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-795
- 6.17%
$38.89 - $42.97 $30.9K - $34.2K
12.1K $517K
EMB
Ishares Tr

ETFs
-175
- 2.52%
$87.75 - $93.74 $15.4K - $16.4K
6.77K $633K
IVV
Ishares Core S&P 500 ETF

ETFs
-70
- 3.18%
$520.18 - $576.82 $36.4K - $40.4K
2.13K $1.23M
VGSH
Vanguard

ETFs
-687
- 1.02%
$57.74 - $59.13 $39.7K - $40.6K
66.9K $3.95M
VOX
Vanguard Communication Service

ETFs
-281
- 2.67%
$129.82 - $145.39 $36.5K - $40.9K
10.2K $1.49M
VFH
Vanguard Financial ETF

ETFs
-38
- 0.91%
$99.27 - $111.21 $3.77K - $4.23K
4.12K $452K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-283
- 1.84%
$97.81 - $108.79 $27.7K - $30.8K
15.1K $1.65M
IXJ
Ishares Global Healthcare ETF

ETFs
-520
- 2.5%
$91.63 - $101.25 $47.6K - $52.7K
20.3K $1.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
-95
- 2.33%
$517.38 - $573.86 $49.2K - $54.5K
3.98K $2.29M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-308
- 2.32%
$33.89 - $41.64 $10.4K - $12.8K
12.9K $515K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-37
- 0.36%
$434.77 - $502.96 $16.1K - $18.6K
10.1K $4.95M
IBB
Ishares Biotechnology ETF

ETFs
-49
- 0.39%
$135.09 - $149.47 $6.62K - $7.32K
12.5K $1.82M
SGOL
Abrdn Gold ETF Trust

ETFs
-257
- 0.63%
$22.26 - $25.51 $5.72K - $6.56K
40.5K $1.02M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.39K
- 1.19%
$76.38 - $78.87 $106K - $109K
115K $9.03M
ICF
Ishares Tr

ETFs
-65
- 0.3%
$56.77 - $67.33 $3.69K - $4.38K
21.6K $1.43M
VOE
Vanguard Mid Cap Value Index F

ETFs
-563
- 2.89%
$149.02 - $167.67 $83.9K - $94.4K
18.9K $3.17M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1.89K
- 2.22%
$74.85 - $82.2 $141K - $155K
83.1K $6.75M
VHT
Vanguard Health Care ETF

ETFs
-175
- 0.62%
$261.88 - $288.1 $45.8K - $50.4K
27.8K $7.86M
VB
Vanguard Small Cap ETF

ETFs
-309
- 1.23%
$214.77 - $237.72 $66.4K - $73.5K
24.9K $5.9M
VBR
Vanguard Small Cap Value ETF

ETFs
-183
- 0.56%
$179.99 - $201.6 $32.9K - $36.9K
32.3K $6.48M
VUG
Vanguard Growth ETF

ETFs
-145
- 0.06%
$341.08 - $391.94 $49.5K - $56.8K
235K $90.4M
Activity Summary
Buys All Purchases 66 New Holdings 12 Increased Positions 54 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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