The Analysis of Lighthouse Wealth Management Inc.'s Holdings
Currently, Lighthouse Wealth Management Inc. holds 44 types of securities in its portfolio with a total value $123.2M. In the most recent quarter, they have increased their positions in COWG (+22.1K shares, valued at $803.0K), SCHV (+26.3K shares, valued at $764.2K), FEGE (+14.5K shares, valued at $643.2K); decreased their positions in COWZ (-23.2K shares, valued at $1.3M), XMHQ (-11.0K shares, valued at $1.2M), SCHD (-25.4K shares, valued at $694.4K); initiated new positions in SCHF (+27.5K shares, valued at $641.3K), STCE (+2.8K shares, valued at $218.1K), TSLA (+480 shares, valued at $213.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQ INVESCO QQQ TR24.7K shares-0.61%2025-09-302025-10-20
HEFA ISHARES TR324.5K shares-2.63%2025-09-302025-10-20 SCHD SCHWAB STRATEGIC TR457.7K shares-5.26%2025-09-302025-10-20 SCHK SCHWAB STRATEGIC TR359.1K shares4.16%2025-09-302025-10-20 COWZ PACER FDS TR167.5K shares-12.14%2025-09-302025-10-20 IUS INVESCO EXCH TRD SLF IDX FD169.4K shares-0.37%2025-09-302025-10-20 XMHQ INVESCO EXCHANGE TRADED FD T59.7K shares-15.60%2025-09-302025-10-20 SCHV SCHWAB STRATEGIC TR185.1K shares16.53%2025-09-302025-10-20 GCOW PACER FDS TR121.0K shares9.63%2025-09-302025-10-20 SCHA SCHWAB STRATEGIC TR142.3K shares-4.78%2025-09-302025-10-20 HSCZ ISHARES TR94.2K shares9.61%2025-09-302025-10-20 ABBV ABBVIE INC10.0K shares0.00%2025-09-302025-10-20 COWG PACER FDS TR51.8K shares74.60%2025-09-302025-10-20 NVDA NVIDIA CORPORATION9.9K shares0.45%2025-09-302025-10-20 ABT ABBOTT LABS13.6K shares0.00%2025-09-302025-10-20 FEGE RBB FUND TRUST40.4K shares56.32%2025-09-302025-10-20 AAPL APPLE INC5.7K shares0.18%2025-09-302025-10-20 TCHP T ROWE PRICE ETF INC29.3K shares3.99%2025-09-302025-10-20 MSFT MICROSOFT CORP2.4K shares2.14%2025-09-302025-10-20 BIV VANGUARD BD INDEX FDS15.6K shares0.03%2025-09-302025-10-20 FVD FIRST TR EXCHANGE-TRADED FD22.8K shares-0.30%2025-09-302025-10-20 TDVG T ROWE PRICE ETF INC22.3K shares6.50%2025-09-302025-10-20 BUFR FIRST TR EXCHNG TRADED FD VI29.3K shares3.58%2025-09-302025-10-20 FDL FIRST TR EXCHANGE-TRADED FD21.5K shares64.56%2025-09-302025-10-20 VDC VANGUARD WORLD FD3.9K shares-2.97%2025-09-302025-10-20 TCAL T ROWE PRICE ETF INC33.6K shares34.28%2025-09-302025-10-20 SDVY FIRST TR EXCHANGE-TRADED FD21.6K shares-12.87%2025-09-302025-10-20 BSV VANGUARD BD INDEX FDS9.7K shares-5.94%2025-09-302025-10-20 SCHF SCHWAB STRATEGIC TR27.5K sharesnew addition2025-09-302025-10-20 NFLX NETFLIX INC494 shares0.00%2025-09-302025-10-20 HYLS FIRST TR EXCHANGE-TRADED FD13.9K shares1.05%2025-09-302025-10-20 AMZN AMAZON COM INC2.6K shares-7.84%2025-09-302025-10-20 XLE SELECT SECTOR SPDR TR5.4K shares-1.47%2025-09-302025-10-20 IVE ISHARES TR2.1K shares0.00%2025-09-302025-10-20 FIXD FIRST TR EXCHNG TRADED FD VI9.6K shares0.15%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL754 shares0.00%2025-09-302025-10-20 SCHX SCHWAB STRATEGIC TR14.2K shares0.00%2025-09-302025-10-20 ETN EATON CORP PLC896 shares0.00%2025-09-302025-10-20 RDVY FIRST TR EXCHANGE TRADED FD4.9K shares2.29%2025-09-302025-10-20 HD HOME DEPOT INC757 shares0.26%2025-09-302025-10-20 WMT WALMART INC2.5K shares2.84%2025-09-302025-10-20 STCE SCHWAB STRATEGIC TR2.8K sharesnew addition2025-09-302025-10-20 TSLA TESLA INC480 sharesnew addition2025-09-302025-10-20 SCHW SCHWAB CHARLES CORP2.1K sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available