White Lighthouse Investment Management Inc. Closed Holding Positions

White Lighthouse Investment Management Inc.

  • $556 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Spdr Bloomberg Barclays 1 3 Month T Bill ETF
Q2 2022 Filed on Jul 20, 2022
2,700
N/A
IBM
International Business Machines Corp

Technology
Q2 2022 Filed on Jul 20, 2022
1,547
$125.98 - $142.88 $195K - $221K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q2 2022 Filed on Jul 20, 2022
2,203
$73.56 - $93.77 $162K - $207K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Jul 20, 2022
7,160
$32.02 - $36.26 $229K - $260K
MMM
3 M CO

Industrials
Q1 2022 Filed on Apr 20, 2022
1,580
$140.96 - $181.02 $223K - $286K
Ishares California Muni Bond
Q1 2022 Filed on Apr 20, 2022
11,965
N/A
TCEHY
Tencent Holdings Limited Unspo

Communication Services
Q1 2022 Filed on Apr 20, 2022
3,500
$39.42 - $62.97 $138K - $220K
GAB
Gabelli Equity Trust Inc

Financial Services
Q1 2022 Filed on Apr 20, 2022
19,308
$6.76 - $7.24 $131K - $140K
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Jan 12, 2022
1,235
$142.15 - $177.71 $176K - $219K
U
Unity Software Inc.

Technology
Q4 2021 Filed on Jan 12, 2022
35,000
$119.85 - $201.12 $4.19M - $7.04M
Rio Tinto PLC F Sponsored Adr
Q3 2021 Filed on Oct 20, 2021
3,000
N/A
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2021 Filed on Oct 20, 2021
1,165
$164.82 - $176.04 $192K - $205K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
953
$145.08 - $221.87 $138K - $211K
Vodafone Group Ordf
Q3 2021 Filed on Oct 20, 2021
17,765
N/A
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
3,035
$143.75 - $152.0 $436K - $461K
Healthier Choices Manage
Q3 2021 Filed on Oct 20, 2021
125,750
N/A
Convatec Group PLC Ordf
Q3 2021 Filed on Oct 20, 2021
11,595
N/A
Lloyds Banking Gro Ordf
Q3 2021 Filed on Oct 20, 2021
18,700
N/A
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q2 2021 Filed on Jul 26, 2021
1,694
$143.08 - $152.26 $242K - $258K
SNOW
Snowflake Inc.

Technology
Q2 2021 Filed on Jul 26, 2021
3,914
$188.24 - $251.25 $737K - $983K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2021 Filed on Jul 26, 2021
2,277
$109.57 - $110.96 $249K - $253K
FROG
J Frog LTD

Technology
Q4 2020 Filed on Feb 03, 2021
3,000
$59.6 - $85.25 $179K - $256K
BAYRY
Bayer Ag Spons Adr

Healthcare
Q4 2020 Filed on Feb 03, 2021
32,200
$11.73 - $15.05 $378K - $485K
TFLO
Ishares Treasury Floating Rate

ETFs
Q4 2020 Filed on Feb 03, 2021
5,470
$50.27 - $50.3 $275K - $275K
Guggenheim S&P 500 Equal Weight (Rsp)
Q2 2020 Filed on Jul 23, 2020
6,071
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2020 Filed on Jul 23, 2020
2,743
$121.1 - $134.5 $332K - $369K
Etfs Gold Tr
Q2 2020 Filed on Jul 23, 2020
28,600
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2020 Filed on Jul 23, 2020
7,091
$32.67 - $41.19 $232K - $292K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2020 Filed on Jul 23, 2020
8,260
$45.15 - $54.07 $373K - $447K
ZURN.SW
Zurich Insurance Group Ag

Financial Services
Q1 2020 Filed on Apr 07, 2020
494
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2020 Filed on Apr 07, 2020
7,940
$97.07 - $101.94 $771K - $809K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q1 2020 Filed on Apr 07, 2020
10,560
$19.16 - $33.67 $202K - $356K
Spdr Series Trust
Q1 2020 Filed on Apr 07, 2020
3,163
N/A
NESN.SW
Nestlé S.A.

Consumer Defensive
Q1 2020 Filed on Apr 07, 2020
6,065
N/A
Fiat Chrysler Automobiles N
Q1 2020 Filed on Apr 07, 2020
11,000
N/A
WPP
Wpp PLC

Communication Services
Q1 2020 Filed on Apr 07, 2020
4,950
$27.75 - $70.24 $137K - $348K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
1,810
$108.81 - $122.54 $197K - $222K
Swiss Re LTD Ordf
Q1 2020 Filed on Apr 07, 2020
1,911
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2020 Filed on Apr 07, 2020
4,700
$36.77 - $59.64 $173K - $280K
ABBN.SW
Abb LTD

Industrials
Q1 2020 Filed on Apr 07, 2020
8,969
N/A
GNR
Spdr S&P Global Natural Resour

ETFs
Q1 2020 Filed on Apr 07, 2020
9,035
$25.37 - $46.38 $229K - $419K
SMB
Vaneck Short Muni ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
13,500
$15.76 - $18.04 $213K - $244K
VAW
Vanguard Materials ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
3,167
$81.49 - $133.25 $258K - $422K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2020 Filed on Apr 07, 2020
6,800
$36.21 - $54.8 $246K - $373K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2020 Filed on Apr 07, 2020
5,360
$45.53 - $50.41 $244K - $270K
IEV
Ishares Tr Europe ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
7,227
$30.18 - $47.42 $218K - $343K
IEMG
Ishares Inc

ETFs
Q1 2020 Filed on Apr 07, 2020
5,784
$36.22 - $55.44 $209K - $321K
EWG
Ishares Msci Germany ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
9,625
$18.03 - $29.88 $174K - $288K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Apr 07, 2020
3,750
$20.14 - $55.75 $75.5K - $209K
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