Lighthouse Financial Advisors, Inc.

13F Filings History

Latest 13F report
Q1 2021 - May 10, 2021
Value $
$330M
Signature - Title
Ed Kozlowski - Chief Compliance Officer
Location
New Market, MD
Summary
This page shows a list of all the recent 13F filings made by Lighthouse Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lighthouse Financial Advisors, Inc. reported 108 stock holdings with total value $330M as of Q1 2021. Top holdings included SCHX, SCHM, QQQ, SHW, and ARKK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2021 108 $330M +$45M -$21.2M +$23.8M SCHX, SCHM, QQQ, SHW, ARKK 13F-HR 5/10/2021, 03:26 PM
Q4 2020 111 $295M +$26.7M -$22.2M +$4.53M SCHX, SCHM, QQQ, ARKK, IWP 13F-HR 1/25/2021, 10:06 AM
Q3 2020 101 $263M +$7.21M -$4.41M +$2.79M SCHX, SCHM, QQQ, ARKK, SHW 13F-HR 10/26/2020, 09:05 AM
Q2 2020 99 $237M +$43.5M -$7M +$36.5M SCHX, SCHM, QQQ, SCHF, ARKK 13F-HR 8/5/2020, 12:35 PM
Q1 2020 75 $164M +$26.4M -$30.2M -$3.79M SCHX, SCHM, QQQ, SCHF, IWP 13F-HR 5/8/2020, 01:04 PM
Q4 2019 267 $212M $0 $0 SCHX, SCHM, SCHF, SCHA, QQQ 13F-HR 2/6/2020, 08:57 AM