Lighthouse Financial Advisors, Inc. 13F Holdings

CIK 0001623210 · NEW MARKET, MD

As of Mar 31, 2021, Lighthouse Financial Advisors, Inc. reported 108 positions worth $330.2K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB US LARGE-CAP ETFSCHXEquity468,015$44.9K13.61%
SCHWAB US MID-CAP ETFSCHMEquity496,286$36.9K11.19%
INVESCO QQQ TRUST SERIES 1QQQ—87,630$28.0K8.47%
SHERWIN WILLIAMS COSHWBasic Materials24,149 7.8K5.40%
ARK INNOVATION ETFARKK—83,732 0.0K3.04%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—173,007$6.5K1.97%
ISHARES RUSSELL MID-CAP GROWTH ETFIWP—59,993$6.1K1.85%
SCHWAB US LARGE-CAP GROWTHSCHG—44,921$5.8K1.77%
SCHWAB US SMALL-CAP ETFSCHA—51,384$5.1K1.55%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETFSPYV—131,743$5.0K1.51%
ILLINOIS TOOL WORKS INCITWIndustrials20,827$4.6K1.40%
SHOPIFY INCSHOPTechnology3,684$4.1K1.23%
NUCOR CORPNUEBasic Materials47,832$3.8K1.16%
AMAZON.COM INCAMZNEquity1,214$3.8K1.14%
STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETFTOTL—72,625$3.5K1.06%
LOWES COMPANIES INCLOWConsumer Cyclical18,402$3.5K1.06%
PAYPAL HOLDINGS INCPYPLFinancial Services14,390$3.5K1.06%
PRICE T ROWE GROUP INCTROWFinancial Services18,963$3.3K0.99%
PENTAIR PLCPNRIndustrials51,165$3.2K0.97%
JOHNSON & JOHNSONJNJHealthcare19,235$3.2K0.96%
CINTAS CORPCTASIndustrials8,771$3.0K0.91%
3M COMMMIndustrials15,523$3.0K0.91%
VANGUARD MID-CAP GROWTH ETFVOT—13,720$2.9K0.89%
ZSCALER INCZSTechnology17,089$2.9K0.89%
S&P GLOBAL INCSPGIFinancial Services8,224$2.9K0.88%