Lighthouse Financial Advisors, Inc. Buys PowerShares QQQ Trust Ser 1, SCHWAB STRATEGIC T, SSGA ACTIVE ETF TR, Sells VF Corp, Alibaba Group Holding, Realty Income Corp

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Aug 05, 2020
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Investment company Lighthouse Financial Advisors, Inc. (Current Portfolio) buys PowerShares QQQ Trust Ser 1, SCHWAB STRATEGIC T, SSGA ACTIVE ETF TR, Pacer Fund Trust Trendpilot US Large Cap, Sherwin-Williams Co, sells VF Corp, Alibaba Group Holding, Realty Income Corp, Constellation Brands Inc, Verizon Communications Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Lighthouse Financial Advisors, Inc.. As of 2020Q2, Lighthouse Financial Advisors, Inc. owns 96 stocks with a total value of $235 million. These are the details of the buys and sells.

For the details of Lighthouse Financial Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/lighthouse+financial+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Lighthouse Financial Advisors, Inc.
  1. SCHWAB STRATEGIC T (SCHX) - 524,838 shares, 16.50% of the total portfolio. Shares reduced by 2.54%
  2. SCHWAB STRATEGIC T (SCHM) - 558,486 shares, 12.46% of the total portfolio. Shares added by 37.48%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 81,986 shares, 8.60% of the total portfolio. Shares added by 73.72%
  4. ARK ETF TR (ARKK) - 73,132 shares, 2.19% of the total portfolio. Shares added by 38.56%
  5. SCHWAB STRATEGIC T (SCHF) - 174,870 shares, 2.19% of the total portfolio. Shares added by 1.25%
New Purchase: SSGA ACTIVE ETF TR (TOTL)

Lighthouse Financial Advisors, Inc. initiated holding in SSGA ACTIVE ETF TR. The purchase prices were between $47.65 and $49.55, with an estimated average price of $48.97. The stock is now traded at around $49.83. The impact to a portfolio due to this purchase was 1.63%. The holding were 77,568 shares as of .

New Purchase: Pacer Fund Trust Trendpilot US Large Cap (PTLC)

Lighthouse Financial Advisors, Inc. initiated holding in Pacer Fund Trust Trendpilot US Large Cap. The purchase prices were between $26.29 and $28.33, with an estimated average price of $27.18. The stock is now traded at around $29.15. The impact to a portfolio due to this purchase was 1.46%. The holding were 126,225 shares as of .

New Purchase: Procter & Gamble Co (PG)

Lighthouse Financial Advisors, Inc. initiated holding in Procter & Gamble Co. The purchase prices were between $109.33 and $124.69, with an estimated average price of $116.42. The stock is now traded at around $133.67. The impact to a portfolio due to this purchase was 0.84%. The holding were 16,537 shares as of .

New Purchase: Walmart Inc (WMT)

Lighthouse Financial Advisors, Inc. initiated holding in Walmart Inc. The purchase prices were between $113.62 and $132.33, with an estimated average price of $123.24. The stock is now traded at around $129.40. The impact to a portfolio due to this purchase was 0.79%. The holding were 15,440 shares as of .

New Purchase: ISHARES TRUST (FLOT)

Lighthouse Financial Advisors, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $48.45 and $50.55, with an estimated average price of $49.9. The stock is now traded at around $50.63. The impact to a portfolio due to this purchase was 0.3%. The holding were 14,063 shares as of .

New Purchase: ISHARES TRUST (SHY)

Lighthouse Financial Advisors, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $86.48 and $86.8, with an estimated average price of $86.61. The stock is now traded at around $86.56. The impact to a portfolio due to this purchase was 0.21%. The holding were 5,625 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Lighthouse Financial Advisors, Inc. added to a holding in PowerShares QQQ Trust Ser 1 by 73.72%. The purchase prices were between $182.31 and $248.84, with an estimated average price of $223.35. The stock is now traded at around $270.94. The impact to a portfolio due to this purchase was 3.65%. The holding were 81,986 shares as of .

Added: SCHWAB STRATEGIC T (SCHM)

Lighthouse Financial Advisors, Inc. added to a holding in SCHWAB STRATEGIC T by 37.48%. The purchase prices were between $39.01 and $57.03, with an estimated average price of $48.76. The stock is now traded at around $56.53. The impact to a portfolio due to this purchase was 3.4%. The holding were 558,486 shares as of .

Added: Sherwin-Williams Co (SHW)

Lighthouse Financial Advisors, Inc. added to a holding in Sherwin-Williams Co by 102.83%. The purchase prices were between $420.03 and $597.11, with an estimated average price of $539.48. The stock is now traded at around $656.05. The impact to a portfolio due to this purchase was 1.06%. The holding were 8,543 shares as of .

Added: ARK ETF TR (ARKK)

Lighthouse Financial Advisors, Inc. added to a holding in ARK ETF TR by 38.56%. The purchase prices were between $40.2 and $72.4, with an estimated average price of $58.27. The stock is now traded at around $85.27. The impact to a portfolio due to this purchase was 0.61%. The holding were 73,132 shares as of .

Added: Veeva Systems Inc (VEEV)

Lighthouse Financial Advisors, Inc. added to a holding in Veeva Systems Inc by 130.12%. The purchase prices were between $150.11 and $239.1, with an estimated average price of $197.2. The stock is now traded at around $271.00. The impact to a portfolio due to this purchase was 0.47%. The holding were 8,434 shares as of .

Added: ISHARES TRUST (IGV)

Lighthouse Financial Advisors, Inc. added to a holding in ISHARES TRUST by 282.27%. The purchase prices were between $197.89 and $284.25, with an estimated average price of $250.05. The stock is now traded at around $302.93. The impact to a portfolio due to this purchase was 0.4%. The holding were 4,442 shares as of .

Sold Out: VF Corp (VFC)

Lighthouse Financial Advisors, Inc. sold out a holding in VF Corp. The sale prices were between $48.68 and $68.31, with an estimated average price of $58.15.

Sold Out: Alibaba Group Holding Ltd (BABA)

Lighthouse Financial Advisors, Inc. sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $187.11 and $228.75, with an estimated average price of $207.72.

Sold Out: Realty Income Corp (O)

Lighthouse Financial Advisors, Inc. sold out a holding in Realty Income Corp. The sale prices were between $43.6 and $64.17, with an estimated average price of $54.86.

Sold Out: Constellation Brands Inc (STZ)

Lighthouse Financial Advisors, Inc. sold out a holding in Constellation Brands Inc. The sale prices were between $131.22 and $185.93, with an estimated average price of $166.29.

Sold Out: Verizon Communications Inc (VZ)

Lighthouse Financial Advisors, Inc. sold out a holding in Verizon Communications Inc. The sale prices were between $52.92 and $58.46, with an estimated average price of $56.2.

Sold Out: Invesco FTSE RAFI Emerging Markets ETF (PXH)

Lighthouse Financial Advisors, Inc. sold out a holding in Invesco FTSE RAFI Emerging Markets ETF. The sale prices were between $14.93 and $18.57, with an estimated average price of $16.68.



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