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Lighthouse Financial Services Inc /Adv

All holdings · as of Mar 31, 2026

99 positions

CompanyClassValueShares% of portfolio
Arista Networks, Inc.ANETCommon Stock$1.95M12,6040.4%
AbbVie Inc.$1.99M9,4730.4%
MCDONALD'S CORP$2.03M6,7010.5%
Medtronic plc$2.07M23,5360.5%
CATERPILLAR INC$2.22M2,7890.5%
HOME DEPOT, INC.$2.27M6,6280.5%
EOG RESOURCES INC$2.29M17,1780.5%
NASDAQ, Inc.$2.67M30,8090.6%
QUALCOMM INC/DE$2.69M20,2390.6%
TRAVELERS COMPANIES, INC.$2.78M9,2890.6%
ELI LILLY & Co$2.83M3,0650.6%
PROCTER & GAMBLE Co$2.88M19,9810.7%
Palo Alto Networks Inc$2.89M17,8750.7%
NVIDIA Corp$2.93M14,9140.7%
CHEVRON CORP$2.98M15,9240.7%
Meta Platforms Inc$2.99M4,5180.7%
PEPSICO INC$3.21M20,6280.7%
BlackRock, Inc.$3.24M3,0710.7%
BANK OF AMERICA CORP /DE$3.43M64,3660.8%
LAM RESEARCH CORP$3.62M13,2810.8%
RTX Corp$3.94M19,4170.9%
Uber Technologies, Inc$3.97M54,4920.9%
Morgan Stanley$4.15M22,6200.9%
Visa Inc$4.78M15,3601.1%
Dell Technologies Inc.$5.02M27,2331.1%
CISCO SYSTEMS, INC.$5.04M60,9641.1%
SELECT SECTOR SPDR TR$5.10M109,8021.2%
Amazon.com Inc$5.19M20,8431.2%
MICROSOFT CORP$5.28M13,4311.2%
VANGUARD WORLD FD$5.53M23,3761.2%
Broadcom Inc.$5.79M15,1991.3%
Netflix Inc$6.14M57,7871.4%
Alphabet Inc.$6.76M20,2971.5%
VANGUARD WORLD FD$8.05M35,9391.8%
SPDR SERIES TRUST$8.41M102,9451.9%
SELECT SECTOR SPDR TR$8.42M150,5371.9%
SPDR SERIES TRUST$9.08M301,6182.0%
Apple Inc.$9.09M35,1252.1%
INVESCO EXCHANGE TRADED FD T$10.10M172,9632.3%
SPDR SERIES TRUST$11.74M402,5862.6%
ISHARES TR$12.18M122,0492.7%
SELECT SECTOR SPDR TR$15.16M130,1883.4%
SSGA ACTIVE ETF TR$20.22M506,8054.6%
SELECT SECTOR SPDR TR$20.32M117,2154.6%
SELECT SECTOR SPDR TR$21.33M143,2924.8%
VANGUARD WORLD FD$21.91M112,7834.9%
VANGUARD BD INDEX FDS$23.48M299,3035.3%
SELECT SECTOR SPDR TR$25.89M500,0185.8%
SELECT SECTOR SPDR TR$57.11M386,05612.9%
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