Lighthouse Financial LLC Top Holdings and 13F Report (2025) About Lighthouse Financial LLCInvestment ActivityLighthouse Financial LLC has $130.61 million in total holdings as of March 31, 2025.Lighthouse Financial LLC owns shares of 68 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.64% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Lighthouse Financial LLC has purchased 70 new stocks and bought additional shares in 10 stocks.Lighthouse Financial LLC sold shares of 26 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $16,299,354Invesco QQQ $10,226,854Vanguard Short-Term Corporate Bond ETF $10,075,592Vanguard Long-Term Corporate Bond ETF $9,919,974iShares Core S&P 500 ETF $9,455,705 Largest New Holdings this Quarter 655844108 - Norfolk Southern $213,181 Holding464287598 - iShares Russell 1000 Value ETF $205,107 Holding Largest Purchases this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 14,983 shares (about $1.64M)NVIDIA 6,139 shares (about $969.90K)Vanguard Short-Term Corporate Bond ETF 10,695 shares (about $850.25K)T. Rowe Price Capital Appreciation Equity ETF 11,095 shares (about $391.43K)Norfolk Southern 833 shares (about $213.18K) Largest Sales this Quarter iShares S&P 500 Value ETF 2,970 shares (about $580.40K)Unity Software 20,300 shares (about $491.26K)FIDELITY COVINGTON TRUST 7,340 shares (about $253.16K)Novo Nordisk A/S 3,400 shares (about $234.67K)Tesla 629 shares (about $199.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLighthouse Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$16,299,354$969,901 ▲6.3%103,16712.5%Computer and TechnologyQQQInvesco QQQ$10,226,854$93,779 ▼-0.9%18,5397.8%FinanceVCSHVanguard Short-Term Corporate Bond ETF$10,075,592$850,253 ▲9.2%126,7377.7%ETFVCLTVanguard Long-Term Corporate Bond ETF$9,919,974$42,200 ▼-0.4%130,6987.6%ManufacturingIVViShares Core S&P 500 ETF$9,455,705$117,350 ▼-1.2%15,2297.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$9,174,781$169,837 ▼-1.8%168,6547.0%ETFIVEiShares S&P 500 Value ETF$6,093,071$580,404 ▼-8.7%31,1794.7%ETFLLYEli Lilly and Company$3,514,901$85,748 ▲2.5%4,5092.7%MedicalTCAFT. Rowe Price Capital Appreciation Equity ETF$3,514,570$391,433 ▲12.5%99,6192.7%ETFAMZNAmazon.com$3,278,125$161,910 ▼-4.7%14,9422.5%Retail/WholesaleIYHiShares U.S. Healthcare ETF$3,119,041$44,450 ▲1.4%55,2242.4%ETFMSFTMicrosoft$2,946,638$198,963 ▼-6.3%5,9242.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,492,444$51,527 ▼-2.0%22,6381.9%ETFAAPLApple$2,257,691$20,517 ▼-0.9%11,0041.7%Computer and TechnologyGEGE Aerospace$2,249,5890.0%8,7401.7%AerospaceGOOGAlphabet$2,196,088$22,706 ▼-1.0%12,3801.7%Computer and TechnologyTTDTrade Desk$2,140,551$21,597 ▼-1.0%29,7341.6%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,004,000$1,642,287 ▲454.0%18,2831.5%FinanceVRTVertiv$1,946,833$159,743 ▲8.9%15,1611.5%Computer and TechnologyVRTXVertex Pharmaceuticals$1,660,5960.0%3,7301.3%MedicalIWOiShares Russell 2000 Growth ETF$1,603,675$100,051 ▼-5.9%5,6101.2%ETFTSMTaiwan Semiconductor Manufacturing$1,426,887$22,649 ▲1.6%6,3001.1%Computer and TechnologyMETAMeta Platforms$1,288,705$56,833 ▲4.6%1,7461.0%Computer and TechnologyNVONovo Nordisk A/S$1,138,899$234,668 ▼-17.1%16,5010.9%MedicalGE VERNOVA INC$1,006,972$135,462 ▼-11.9%1,9030.8%COMNOCNorthrop Grumman$999,9600.0%2,0000.8%AerospaceEFAiShares MSCI EAFE ETF$991,3350.0%11,0900.8%FinanceMELIMercadoLibre$893,861$148,977 ▼-14.3%3420.7%Retail/WholesaleAMGNAmgen$879,5120.0%3,1500.7%MedicalIYWiShares U.S. Technology ETF$779,7150.0%4,5000.6%ManufacturingUUnity Software$766,656$491,260 ▼-39.1%31,6800.6%Computer and TechnologyABTAbbott Laboratories$731,0540.0%5,3750.6%MedicalMGMMGM Resorts International$725,6290.0%21,1000.6%Consumer DiscretionaryTSLATesla$709,017$199,808 ▼-22.0%2,2320.5%Auto/Tires/TrucksABBVAbbVie$623,683$68,494 ▼-9.9%3,3600.5%MedicalVOOVanguard S&P 500 ETF$603,816$114,174 ▲23.3%1,0630.5%ETFXOMExxon Mobil$575,6520.0%5,3400.4%EnergySUPER MICRO COMPUTER INC$539,1100.0%11,0000.4%COM NEWVTVanguard Total World Stock ETF$526,9320.0%4,1000.4%ETFBRK.BBerkshire Hathaway$476,0550.0%9800.4%FinanceIYFiShares U.S. Financials ETF$471,8610.0%3,9000.4%ETFXLEEnergy Select Sector SPDR Fund$466,4550.0%5,5000.4%ETFARISTA NETWORKS INC$445,0490.0%4,3500.3%COM SHSJNJJohnson & Johnson$444,5030.0%2,9100.3%MedicalJPMJPMorgan Chase & Co.$422,3990.0%1,4570.3%FinanceFQALFidelity Quality Factor ETF$417,7800.0%6,0000.3%ETFPANWPalo Alto Networks$413,3730.0%2,0200.3%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$409,0620.0%7,8110.3%ETFFIDELITY COVINGTON TRUST$381,115$253,157 ▼-39.9%11,0500.3%ENHANCED LARGEIBBiShares Biotechnology ETF$380,795$25,302 ▼-6.2%3,0100.3%FinanceIDUiShares U.S. Utilities ETF$365,9950.0%3,5000.3%ETFORCLOracle$314,8270.0%1,4400.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$314,410$18,174 ▼-5.5%1,7300.2%ETFPSTGPure Storage$310,9320.0%5,4000.2%Computer and TechnologyFSLRFirst Solar$306,249$34,763 ▼-10.2%1,8500.2%EnergyCSCOCisco Systems$306,1380.0%4,4120.2%Computer and TechnologyLOWLowe's Companies$255,1510.0%1,1500.2%Retail/WholesalePGProcter & Gamble$250,610$15,932 ▼-6.0%1,5730.2%Consumer StaplesCOPConocoPhillips$243,1950.0%2,7100.2%EnergySPYSPDR S&P 500 ETF Trust$242,1970.0%3920.2%FinanceGEHCGE HealthCare Technologies$241,616$1,111 ▼-0.5%3,2620.2%MedicalVWOVanguard FTSE Emerging Markets ETF$220,097$12,316 ▼-5.3%4,4500.2%ETFPFEPfizer$214,831$60,598 ▼-22.0%8,8630.2%MedicalNSCNorfolk Southern$213,181$213,181 ▲New Holding8330.2%TransportationCVSCVS Health$205,4910.0%2,9790.2%MedicalIWDiShares Russell 1000 Value ETF$205,107$205,107 ▲New Holding1,0560.2%ETFBIIBBiogen$200,9440.0%1,6000.2%MedicalVFFVillage Farms International$91,0350.0%82,7590.1%Consumer StaplesBABoeing$0$242,181 ▼-100.0%00.0%AerospaceAMDAdvanced Micro Devices$0$212,158 ▼-100.0%00.0%Computer and TechnologyBABAAlibaba Group$0$211,568 ▼-100.0%00.0%Retail/WholesaleQSQuantumScape$0$41,808 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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