LW

Lighthouse Wealth Management Inc.

13F
Lighthouse Wealth Management Inc.
Last update 2025-04-22 38 Stocks (2 new)
Value $109.00 Mil Turnover 2 %
Countries:
Top Holdings: SCHD(13.28%)QQQ(11.65%)HEFA(11.36%)COWZ(9.81%)SCHK(8.48%)
Summary Stock Picks Current Portfolio
Lighthouse Wealth Management I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD
Schwab US Dividend Equity ETF
518,389
14,494.2
+0.38%
13.280
+0.05%
0.020
+3.32%
+2.01%
71,250.9
 
QQQ
INVESCO QQQ Trust
27,095
12,705.2
+0.92%
11.650
+0.11%
0.000
+23.56%
+9.08%
357,232.3
 
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
341,560
12,395.2
+1.89%
11.360
+0.21%
0.160
+9.07%
+9.83%
6,307.1
 
COWZ
Pacer US Cash Cows 100 ETF
195,391
10,699.6
+1.51%
9.810
+0.15%
0.050
+9.55%
+0.99%
21,239.1
 
SCHK
Schwab 1000 Index ETF
343,601
9,249.7
+1.87%
8.480
+0.16%
0.240
+17.17%
+7.30%
4,371.4
 
IUS
INVESCO EXC TR SEL
172,394
8,509.3
+1.09%
7.800
+0.08%
1.380
+10.43%
+6.18%
647.4
 
XMHQ
Invesco S&P MidCap Quality ETF
75,957
6,952.4
-1.70%
6.370
-0.12%
0.140
+14.12%
+2.86%
5,101.5
 
SCHV
Schwab U.S. Large-Cap Value ETF
159,192
4,231.3
+2.51%
3.880
+0.09%
0.040
+10.50%
+9.16%
12,845.2
 
SCHA
Schwab U.S. Small-Cap ETF
156,206
3,659.9
+1.57%
3.350
+0.05%
0.020
+17.92%
+1.41%
17,815.2
 
GCOW
Pacer Global Cash Cows Dividend ETF
91,188
3,372.1
-4.76%
3.090
-0.14%
0.150
+7.00%
+15.63%
2,353.6
 

Lighthouse Wealth Management Inc.'s Historical Top Holdings Breakdowns

Lighthouse Wealth Management Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BUFR
FT Vest Laddered Buffer ETF
2025-03-31
Add
Add
+0.34%
●
29.34 ($30.56) 31.31
$32.03
4.81%
Add 80.82%
28,284
12,642
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF
2025-03-31
New Buy
New Buy
+0.28%
●
30.38 ($33.03) 35.87
$35.45
7.33%
New holding
9,762
9,762
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
2025-03-31
Add
Add
+0.21%
●
34.83 ($36.45) 37.46
$37.52
2.94%
Add 1.89%
341,560
6,336
TDVG
T. Rowe Price Dividend Growth ETF
2025-03-31
New Buy
New Buy
+0.21%
●
39.23 ($40.8) 42.13
$42.81
4.94%
New holding
5,760
5,760
SCHK
Schwab 1000 Index ETF
2025-03-31
Add
Add
+0.16%
●
26.53 ($28.4) 29.63
$30.20
6.34%
Add 1.87%
343,601
6,313
COWZ
Pacer US Cash Cows 100 ETF
2025-03-31
Add
Add
+0.15%
●
53.6 ($56.92) 58.97
$56.63
-0.51%
Add 1.51%
195,391
2,900
HSCZ
iShares Currency Hedged MSCI EAFE Small-Cap ETF
iShares Currency Hedged MSCI EAFE Small-Cap ETF
2025-03-31
Add
Add
+0.14%
●
31.4 ($32.56) 33.26
$35.29
8.38%
Add 5.3%
92,206
4,639
GCOW
Pacer Global Cash Cows Dividend ETF
2025-03-31
Reduce
Reduce
-0.14%
●
33.63 ($35.72) 37.64
$38.62
8.10%
Reduce -4.76%
91,188
-4,555
XMHQ
Invesco S&P MidCap Quality ETF
2025-03-31
Reduce
Reduce
-0.12%
●
89.18 ($97.46) 104.04
$100.94
3.57%
Reduce -1.7%
75,957
-1,312
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.11%
●
468.34 ($508.07) 539.52
$556.22
9.48%
Add 0.92%
27,095
247

Lighthouse Wealth Management Inc. Total Holding History ($B)

To

Lighthouse Wealth Management Inc.'s Asset Allocation

To

Lighthouse Wealth Management Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lighthouse Wealth Management Inc.'s Hypothetical Growth since 2025-03-31

Lighthouse Wealth Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Lighthouse Wealth Management Inc.'s Holdings Heat Map

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Lighthouse Wealth Management Inc.'s Holdings Bubble Chart

Lighthouse Wealth Management Inc. News

  • 1

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