White Lighthouse Investment Management Inc. Portfolio Holdings

White Lighthouse Investment Management Inc.

  • $568 Million
  • Q4 2024

White Lighthouse Investment Management Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $568 Million distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $96.3M, Vanguard Whitehall Fds (Vangua with a value of $55.5M, Vanguard Star Fd Vanguard Tota with a value of $33.3M, Ishares Tr with a value of $28M, and Vanguard Sht Term Corp Bd ETF with a value of $24.9M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $556M to 568M.

Below you can find more details about White Lighthouse Investment Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $568 Million
ETFs: $530 Million
Technology: $13 Million
Consumer Defensive: $6.17 Million
Consumer Cyclical: $5.73 Million
Healthcare: $4.98 Million
Financial Services: $2.47 Million
Communication Services: $2.33 Million
Industrials: $1.45 Million
Other: $1.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$96.3 Million 16.95% of portfolio
234,583
Q4 2024 Reduced 0.32%
$0
$55.5 Million 9.77% of portfolio
434,967
Q4 2024 Added 1.15%
$0
$33.3 Million 5.86% of portfolio
564,690
Q4 2024 Added 5.47%
$0
$28 Million 4.94% of portfolio
254,595
Q4 2024 Added 23.7%
$0
$24.9 Million 4.38% of portfolio
318,884
Q4 2024 Added 0.62%
$0
$23 Million 4.04% of portfolio
36,909
Q4 2024 Reduced 1.91%
$0
$20.3 Million 3.57% of portfolio
281,913
Q4 2024 Added 10.6%
$0
$17.7 Million 3.11% of portfolio
104,438
Q4 2024 Added 3.43%
$0
$16.8 Million 2.97% of portfolio
209,905
Q4 2024 Added 4.43%
$0
$13 Million 2.28% of portfolio
196,108
Q4 2024 Added 2.61%
$45.8B
$12.3 Million 2.16% of portfolio
247,594
Q4 2024 Reduced 2.37%
$0
$10.1 Million 1.77% of portfolio
25,084
Q4 2024 Reduced 4.47%
$0
$9.76 Million 1.72% of portfolio
53,593
Q4 2024 Reduced 4.67%
$0
$9.24 Million 1.63% of portfolio
119,626
Q4 2024 Added 4.19%
$0
$8.89 Million 1.57% of portfolio
16,504
Q4 2024 Reduced 1.32%
$0
$8.72 Million 1.54% of portfolio
66,445
Q4 2024 Reduced 3.54%
$3.66T
$7.84 Million 1.38% of portfolio
31,321
Q4 2024 Added 2.76%
$0
$7.02 Million 1.24% of portfolio
27,680
Q4 2024 Reduced 0.61%
$0
$6.54 Million 1.15% of portfolio
33,009
Q4 2024 Added 2.27%
$0
$6.3 Million 1.11% of portfolio
84,293
Q4 2024 Added 1.41%
$0
$6.02 Million 1.06% of portfolio
25,057
Q4 2024 Added 0.7%
$0
$5.54 Million 0.98% of portfolio
114,503
Q4 2024 Added 10.17%
$0
$5.08 Million 0.89% of portfolio
56,995
Q4 2024 Added 4.54%
$0
$4.95 Million 0.87% of portfolio
9,692
Q4 2024 Reduced 4.5%
$0
$4.67 Million 0.82% of portfolio
82,319
Q4 2024 Added 4.51%
$0
$4.47 Million 0.79% of portfolio
16,913
Q4 2024 Added 3.15%
$0
$4.31 Million 0.76% of portfolio
74,065
Q4 2024 Added 10.7%
$0
$4.25 Million 0.75% of portfolio
40,479
Q4 2024 Reduced 0.4%
$0
$4.16 Million 0.73% of portfolio
92,120
Q4 2024 Added 1.77%
$0
$3.89 Million 0.68% of portfolio
52,053
Q4 2024 Added 6.66%
$2.33T
$3.57 Million 0.63% of portfolio
16,255
Q4 2024 Reduced 6.2%
$0
$3.56 Million 0.63% of portfolio
130,267
Q4 2024 Added 205.03%
$0
$3.16 Million 0.56% of portfolio
12,461
Q4 2024 Added 4.82%
$0
$3.11 Million 0.55% of portfolio
19,236
Q4 2024 Added 1.83%
$0
$3.04 Million 0.53% of portfolio
10,476
Q4 2024 Reduced 2.9%
$0
$2.89 Million 0.51% of portfolio
27,140
Q4 2024 Added 4.46%
$3.05T
$2.64 Million 0.46% of portfolio
6,257
Q4 2024 Reduced 0.16%
$0
$2.43 Million 0.43% of portfolio
55,126
Q4 2024 Reduced 2.2%
$0
$2.37 Million 0.42% of portfolio
91,749
Q4 2024 Added 117.29%
$0
$2.31 Million 0.41% of portfolio
3,949
Q4 2024 Reduced 0.85%
$0
$2.19 Million 0.39% of portfolio
17,029
Q4 2024 Added 1.37%
$0
$1.83 Million 0.32% of portfolio
13,512
Q4 2024 Reduced 0.57%
$1.11T
$1.84 Million 0.32% of portfolio
9,720
Q4 2024 Added 2.53%
$0
$1.81 Million 0.32% of portfolio
4,812
Q4 2024 Added 1.91%
$0
$1.79 Million 0.32% of portfolio
35,801
Q4 2024 Added 1.42%
$275B
$1.83 Million 0.32% of portfolio
20,292
Q4 2024 Added 0.35%
$0
$1.8 Million 0.32% of portfolio
26,326
Q4 2024 Reduced 1.0%
$91.1B
$1.71 Million 0.3% of portfolio
7,079
Q4 2024 Reduced 0.7%
$0
$1.71 Million 0.3% of portfolio
19,883
Q4 2024 Reduced 1.84%

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $568 Million
  • Prior Value $556 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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