IW
| |
Inlight Wealth Management, LLC13F | |
| Inlight Wealth Management, LLC | |
| Last update 2025-04-22 | 288 Stocks (241 new) |
| Value $162.00 Mil | Turnover 12 % |
Inlight Wealth Management, LLC... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 380,232 | 19,327.2 | +32.46% | 11.960 | +2.93% | 0.010 | +20.18% | +21.42% | 158,606.5 | ||
CEF |
Sprott Physical Gold and Silver Trust
Sprott Physical Gold and Silver Trust
| 413,295 | 11,741.7 | -9.10% | 7.270 | -0.65% | 0.210 | +8.72% | +27.99% | 5,916.3 | Asset Management | |
RSP | Invesco S&P 500 Equal Weight ETF | 63,761 | 11,045.3 | +7.11% | 6.840 | +0.45% | 0.020 | +17.11% | +7.18% | 73,689.3 | ||
IJR | iShares Core S&P Small-Cap ETF | 123,370 | 10,173.6 | +4.82% | 6.300 | +0.29% | 0.020 | +21.76% | -0.13% | 82,445.8 | ||
COWZ | Pacer US Cash Cows 100 ETF | 180,856 | 9,903.7 | +0.75% | 6.130 | +0.05% | 0.040 | +16.93% | +1.84% | 21,419.1 | ||
VTV | Vanguard Value ETF | 53,326 | 9,211.6 | +7.40% | 5.700 | +0.39% | 0.010 | +13.19% | +7.32% | 133,330.1 | ||
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 186,502 | 7,402.3 | +1.74% | 4.580 | +0.08% | 0.080 | +15.85% | +18.53% | 12,042.1 | ||
IWS | iShares Russell Mid-Cap Value ETF | 55,248 | 6,959.6 | -0.54% | 4.310 | -0.03% | 0.050 | +18.49% | +6.00% | 14,576.7 | ||
BRK.B | Berkshire Hathaway Inc | 12,934 | 6,888.4 | 0% | 4.260 | 0% | 0.000 | -7.62% | +5.12% | 1,028,604.0 | Insurance | |
T | AT&T Inc | 379,231 | 5,775.3 | -5.44% | 3.570 | -0.19% | 0.010 | +5.80% | +25.49% | 198,922.4 | Telecommunication Services |
Inlight Wealth Management, LLC's Historical Top Holdings Breakdowns
Inlight Wealth Management, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +2.93% | 47.4 ($50.6) 52.99 | $57.35 | 13.34% | Add 32.46% | 380,232 | 93,177 | |
CCJ | Cameco Corp | 2025-03-31 | Sold Out Sold Out | -2.31% | 40.64 ($47.07) 56.86 | $70.58 | 49.94% | Sold Out | 0 | -68,295 | |
XLU | Utilities Select Sector SPDR ETF | 2025-03-31 | New Buy New Buy | +1.88% | 74.7 ($78.14) 80.27 | $82.63 | 5.74% | New holding | 38,547 | 38,547 | |
WBD | Warner Bros. Discovery Inc | 2025-03-31 | Reduce Reduce | -1.46% | 9.47 ($10.46) 11.46 | $11.64 | 11.33% | Reduce -88.27% | 29,115 | -219,133 | |
GRNT | Granite Ridge Resources Inc | 2025-03-31 | Sold Out Sold Out | -1.02% | 5.29 ($6.19) 6.89 | $5.78 | -6.70% | Sold Out | 0 | -239,968 | |
CEF |
Sprott Physical Gold and Silver Trust
Sprott Physical Gold and Silver Trust
| 2025-03-31 | Reduce Reduce | -0.65% | 24.11 ($26.36) 28.41 | $30.38 | 15.24% | Reduce -9.1% | 413,295 | -41,365 | |
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | New Buy New Buy | +0.53% | 182.99 ($197.54) 207.75 | $203.49 | 3.01% | New holding | 4,592 | 4,592 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.45% | 169.43 ($177.82) 182.84 | $186.25 | 4.74% | Add 7.11% | 63,761 | 4,233 | |
VOE | Vanguard Mid-Cap Value ETF | 2025-03-31 | New Buy New Buy | +0.43% | 156.61 ($163.49) 168.02 | $168.46 | 3.04% | New holding | 4,354 | 4,354 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.39% | 167.73 ($174.39) 179.21 | $179.65 | 3.02% | Add 7.4% | 53,326 | 3,675 |
Inlight Wealth Management, LLC Total Holding History ($B)
Inlight Wealth Management, LLC's Asset Allocation
Inlight Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Inlight Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Inlight Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Inlight Wealth Management, LLC's Holdings Heat Map
Size field:
Inlight Wealth Management, LLC's Holdings Bubble Chart
Inlight Wealth Management, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers