Greenhouse Wealth Management, LLC Top Holdings and 13F Report (2025) About Greenhouse Wealth Management, LLCInvestment ActivityGreenhouse Wealth Management, LLC has $133.79 million in total holdings as of March 31, 2025.Greenhouse Wealth Management, LLC owns shares of 53 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.61% of the portfolio was purchased this quarter.About 9.57% of the portfolio was sold this quarter.This quarter, Greenhouse Wealth Management, LLC has purchased 60 new stocks and bought additional shares in 17 stocks.Greenhouse Wealth Management, LLC sold shares of 16 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $49,117,991Vanguard Value ETF $13,203,791iShares Core S&P 500 ETF $10,855,178Vanguard S&P 500 ETF $7,453,105Vanguard Total Stock Market ETF $6,370,853 Largest New Holdings this Quarter 478160104 - Johnson & Johnson $220,023 Holding30231G102 - Exxon Mobil $212,647 Holding718172109 - Philip Morris International $211,905 Holding Largest Purchases this Quarter Johnson & Johnson 1,327 shares (about $220.02K)Exxon Mobil 1,788 shares (about $212.65K)Philip Morris International 1,335 shares (about $211.91K)iShares Core S&P 500 ETF 212 shares (about $119.12K)Vanguard Small-Cap Value ETF 114 shares (about $21.24K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 5,677 shares (about $3.17M)Vanguard S&P 500 ETF 3,188 shares (about $1.64M)Invesco QQQ 1,908 shares (about $894.67K)Vanguard Total Stock Market ETF 2,552 shares (about $701.40K)SPDR S&P Dividend ETF 3,633 shares (about $492.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenhouse Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$49,117,991$3,174,693 ▼-6.1%87,83336.7%FinanceVTVVanguard Value ETF$13,203,791$488,895 ▼-3.6%76,4589.9%ETFIVViShares Core S&P 500 ETF$10,855,178$119,121 ▲1.1%19,3198.1%ETFVOOVanguard S&P 500 ETF$7,453,105$1,636,285 ▼-18.0%14,5215.6%ETFVTIVanguard Total Stock Market ETF$6,370,853$701,398 ▼-9.9%23,1804.8%ETFVBVanguard Small-Cap ETF$5,273,053$8,648 ▼-0.2%23,7803.9%ETFVXUSVanguard Total International Stock ETF$5,028,262$25,036 ▼-0.5%80,9393.8%ETFQQQInvesco QQQ$4,848,941$894,670 ▼-15.6%10,3413.6%FinanceVBRVanguard Small-Cap Value ETF$3,295,590$21,237 ▲0.6%17,6912.5%ETFVUGVanguard Growth ETF$1,893,540$1,483 ▲0.1%5,1061.4%ETFGOOGLAlphabet$1,615,134$1,237 ▲0.1%10,4441.2%Computer and TechnologyIAUiShares Gold Trust$1,485,5560.0%25,1961.1%FinanceMSFTMicrosoft$1,434,172$2,253 ▲0.2%3,8201.1%Computer and TechnologyAAPLApple$1,378,6720.0%6,2071.0%Computer and TechnologySCHASchwab US Small-Cap ETF$1,333,870$46,485 ▼-3.4%56,9301.0%ETFSCHFSchwab International Equity ETF$1,255,2680.0%63,4610.9%ETFVEUVanguard FTSE All-World ex-US ETF$1,136,750$50,832 ▼-4.3%18,7400.8%ETFBRK.BBerkshire Hathaway$1,097,1150.0%2,0600.8%FinanceVOVanguard Mid-Cap ETF$1,019,049$32,314 ▼-3.1%3,9420.8%ETFVOTVanguard Mid-Cap Growth ETF$951,190$979 ▼-0.1%3,8880.7%ETFVYMVanguard High Dividend Yield ETF$907,739$5,932 ▲0.7%7,0390.7%ETFIJRiShares Core S&P Small-Cap ETF$784,579$2,195 ▲0.3%7,5070.6%ETFSCHDSchwab US Dividend Equity ETF$732,582$2,684 ▲0.4%26,2010.5%ETFGOOGAlphabet$713,1830.0%4,5650.5%Computer and TechnologyVGTVanguard Information Technology ETF$697,956$542 ▲0.1%1,2870.5%ETFIWFiShares Russell 1000 Growth ETF$662,537$361 ▲0.1%1,8350.5%ETFAMZNAmazon.com$657,3480.0%3,4550.5%Retail/WholesaleLLYEli Lilly and Company$653,1880.0%7940.5%MedicalIWRiShares Russell Mid-Cap ETF$605,347$1,872 ▲0.3%7,1160.5%ETFVHTVanguard Health Care ETF$553,804$1,059 ▲0.2%2,0920.4%ETFRSGRepublic Services$522,0030.0%2,1560.4%Business ServicesCOSTCostco Wholesale$473,0740.0%5000.4%Retail/WholesaleLMTLockheed Martin$457,6520.0%1,0240.3%AerospaceIJHiShares Core S&P Mid-Cap ETF$409,363$1,108 ▲0.3%7,0170.3%ETFCSCOCisco Systems$387,578$2,345 ▲0.6%6,2810.3%Computer and TechnologySDYSPDR S&P Dividend ETF$377,950$492,854 ▼-56.6%2,7860.3%ETFRTXRTX$333,2690.0%2,5160.2%AerospaceORCLOracle$325,5620.0%2,3290.2%Computer and TechnologyGMGeneral Motors$314,249$752 ▲0.2%6,6820.2%Auto/Tires/TrucksDISWalt Disney$302,199$10,067 ▼-3.2%3,0620.2%Consumer DiscretionaryMOAltria Group$299,6200.0%4,9920.2%Consumer StaplesFFord Motor$263,428$4,012 ▲1.5%26,2640.2%Auto/Tires/TrucksIWBiShares Russell 1000 ETF$253,600$613 ▲0.2%8270.2%ETFIVEiShares S&P 500 Value ETF$253,531$53,756 ▼-17.5%1,3300.2%ETFIUSViShares Core S&P U.S. Value ETF$248,0190.0%2,6870.2%ManufacturingMDLZMondelez International$234,3540.0%3,4540.2%Consumer StaplesBNDVanguard Total Bond Market ETF$230,2490.0%3,1400.2%ETFIWDiShares Russell 1000 Value ETF$227,404$2,257 ▼-1.0%1,2090.2%ETFJNJJohnson & Johnson$220,023$220,023 ▲New Holding1,3270.2%MedicalNSCNorfolk Southern$213,165$425,856 ▼-66.6%9000.2%TransportationXOMExxon Mobil$212,647$212,647 ▲New Holding1,7880.2%EnergyPMPhilip Morris International$211,905$211,905 ▲New Holding1,3350.2%Consumer StaplesESS TECH INC$4,3500.0%50,0000.0%*W EXP 10/08/202TQQQProShares UltraPro QQQ$0$1,220,748 ▼-100.0%00.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$0$1,027,066 ▼-100.0%00.0%ETFONEQFidelity NASDAQ Composite Index ETF$0$618,368 ▼-100.0%00.0%ETFIWViShares Russell 3000 ETF$0$438,536 ▼-100.0%00.0%ETFISHARES BITCOIN TRUST ETF$0$387,940 ▼-100.0%00.0%SHS BEN INTLULULululemon Athletica$0$229,446 ▼-100.0%00.0%Consumer DiscretionaryRGTIRigetti Computing$0$222,957 ▼-100.0%00.0%Computer and TechnologyIBMInternational Business Machines$0$213,015 ▼-100.0%00.0%Computer and TechnologyNOCNorthrop Grumman$0$200,856 ▼-100.0%00.0%AerospaceONTOOnto Innovation$0$200,004 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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