LF
| |
Lighthouse Financial LLC13F | |
| Lighthouse Financial LLC | |
| Last update 2025-05-13 | 70 Stocks (5 new) |
| Value $116.00 Mil | Turnover 6 % |
Lighthouse Financial LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 97,028 | 10,515.9 | +8.76% | 9.080 | +0.73% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
VCLT |
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
| 131,254 | 9,963.5 | -5.75% | 8.600 | -0.49% | 0.070 | +3.74% | +2.98% | 10,432.1 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 116,042 | 9,160.4 | +38.60% | 7.910 | +2.20% | 0.030 | +2.15% | +3.85% | 34,956.2 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 171,776 | 8,894.6 | +4.52% | 7.680 | +0.33% | 0.040 | +14.34% | +3.42% | 25,449.1 | ||
QQQ | INVESCO QQQ Trust | 18,709 | 8,773.0 | -0.85% | 7.570 | -0.07% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
IVV | iShares Core S&P 500 ETF | 15,418 | 8,663.4 | -0.18% | 7.480 | -0.01% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
IVE | iShares S&P 500 Value ETF | 34,149 | 6,508.2 | -1.44% | 5.620 | -0.08% | 0.020 | +12.01% | +5.73% | 40,043.9 | ||
LLY | Eli Lilly and Co | 4,399 | 3,633.2 | +1.34% | 3.140 | +0.04% | 0.000 | -3.48% | +3.87% | 717,192.0 | Drug Manufacturers | |
IYH | iShares U.S. Healthcare ETF | 54,437 | 3,314.7 | -1.04% | 2.860 | -0.03% | 0.110 | +1.56% | -1.18% | 2,754.0 | ||
AMZN | Amazon.com Inc | 15,680 | 2,983.3 | +0.22% | 2.570 | +0.01% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical |
Lighthouse Financial LLC's Historical Top Holdings Breakdowns
Lighthouse Financial LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +2.20% | 77.7 ($78.41) 78.94 | $79.29 | 1.12% | Add 38.6% | 116,042 | 32,319 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -1.10% | 222.15 ($333.26) 428.22 | $332.56 | -0.21% | Reduce -53.92% | 2,861 | -3,348 | |
U | Unity Software Inc | 2025-03-31 | New Buy New Buy | +0.88% | 19.44 ($22.58) 28.34 | $33.41 | 47.96% | New holding | 51,980 | 51,980 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.73% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Add 8.76% | 97,028 | 7,812 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.65% | 576.36 ($645.17) 736.67 | $713.58 | 10.60% | Add 374.15% | 1,669 | 1,317 | |
LULU | Lululemon Athletica Inc | 2025-03-31 | Sold Out Sold Out | -0.62% | 283.06 ($366.85) 421.16 | $224.03 | -38.93% | Sold Out | 0 | -2,000 | |
VCLT |
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.49% | 73.11 ($75.48) 77.43 | $74.92 | -0.74% | Reduce -5.75% | 131,254 | -8,002 | |
VKTX | Viking Therapeutics Inc | 2025-03-31 | Sold Out Sold Out | -0.46% | 24.15 ($31.61) 42.89 | $33.40 | 5.66% | Sold Out | 0 | -14,000 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Reduce Reduce | -0.37% | 96.63 ($111.19) 129.55 | $158.65 | 42.68% | Reduce -64.49% | 2,065 | -3,750 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Add Add | +0.34% | 165.25 ($194.34) 224.62 | $240.33 | 23.66% | Add 63.16% | 6,200 | 2,400 |
Lighthouse Financial LLC Total Holding History ($B)
Lighthouse Financial LLC's Asset Allocation
Lighthouse Financial LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Lighthouse Financial LLC's Hypothetical Growth since 2025-03-31
Lighthouse Financial LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lighthouse Financial LLC's Holdings Heat Map
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Lighthouse Financial LLC's Holdings Bubble Chart
Lighthouse Financial LLC News
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