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Disclosery

13F-HR filed by Lighthouse Wealth Management Inc.

Lighthouse Wealth Management Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-22, with 36 holding rows worth $109,197,590.

Accession
0002042810-25-000002
Filer
CIK 2042810
Filed
2025-01-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 36 entries on the cover page, a total value of $109,197,590 stated on the cover page (in dollars after the unit check, H1), rows summing to $109,197,590 with VALUE read as dollars as filed, 13F file number 028-24585. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SCHD808524797COM516,402$14,108,104dollars as filed
INVESCO QQQ TR46090E103COM26,848$13,725,718dollars as filed
iShares Currency Hedged MSCI EAFE ETF46434V803SHS335,224$11,649,029dollars as filed
PACER FDS TR69374H881US CASH COWS 100192,491$10,871,905dollars as filed
SCHWAB STRATEGIC TR8085247221000 INDEX ETF337,288$9,548,635dollars as filed
INVESCO EXCH TRD SLF IDX FD46138J742RAFI STRATGIC US170,533$8,470,350dollars as filed
INVESCO EXCHANGE TRADED FD T46137V472S&P MDCP QUALITY77,269$7,608,652dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF155,295$4,048,540dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS153,794$3,977,108dollars as filed
PACER FDS TR69374H709GLOBL CASH ETF95,743$3,230,358dollars as filed
ISHARES TR46435G839MSCI EAFE SMCP87,567$2,803,008dollars as filed
AbbVie,Inc.00287Y109COM9,977$1,772,913dollars as filed
Abbott Laboratories002824100COM13,630$1,541,689dollars as filed
Apple Inc037833100COM6,129$1,534,872dollars as filed
NVIDIA Corp67066G104COM9,905$1,330,144dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS17,420$1,301,768dollars as filed
T ROWE PRICE EXCHANGE-TRADED87283Q107PRICE BLUE CHIP26,472$1,114,736dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS23,313$1,017,367dollars as filed
Microsoft Corp594918104COM2,255$950,682dollars as filed
Vanguard Short-Term Bond ETF921937827SHS12,024$929,056dollars as filed
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF25,726$922,261dollars as filed
Vanguard Consumer Staples ETF92204A207SHS3,941$833,024dollars as filed
FIRST TRUST HIGH YIELD LONG/SH33738D408FIRST TR TA HIYL15,299$632,304dollars as filed
Amazon.com, Inc023135106COM2,793$612,756dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF11,560$582,257dollars as filed
FIRST TRUST TCW OPPORTUNISTIC33740F805TCW OPPORTUNIS12,530$538,429dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED15,642$476,612dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS5,495$470,692dollars as filed
iShares S&P 500 Value ETF464287408SHS2,316$442,078dollars as filed
Netflix, Inc64110L106COM442$393,963dollars as filed
Berkshire Hathaway Inc084670702COM783$354,918dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS14,202$329,202dollars as filed
Eaton Corp. PlcG29183103COM896$297,356dollars as filed
FIRST TR EXCHANGE TRADED FD33738R506RISNG DIVD ACHIV5,020$296,883dollars as filed
Home Depot, Inc437076102COM662$257,599dollars as filed
Walmart Inc.931142103COM2,464$222,622dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002042810-25-000002this filing2025-01-22acceptance time not in the bulk data set