• 13F History

Lighthouse Wealth Management Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$109M
Signature - Title
Tim Rowsey - CCO
Location
Ashland, OH
Summary
This page shows a list of all the recent 13F filings made by Lighthouse Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lighthouse Wealth Management Inc. reported 36 stock holdings with total value $109M as of Q4 2024. Top holdings included SCHD, QQQ, HEFA, COWZ, and SCHK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 36 $109M $0 $0 SCHD, QQQ, HEFA, COWZ, SCHK 13F-HR 1/22/2025, 11:34 AM