CIK 1068979
LIGHTHOUSE FINANCIAL SERVICES INC /ADV
Institutional 13F holdings & portfolio
Holdings
95
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–95 of 95
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 133K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 4K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 8K | $1M+ | SH |
| CRM | SALESFORCE INC | 7K | $1M+ | SH |
| DPZ | DOMINOS PIZZA INC | 4K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 12K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 9K | $1M+ | SH |
| EOG | EOG RES INC | 11K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 5K | $1M+ | SH |
| GLW | CORNING INC | 14K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $1M+ | SH |
| GSK | GSK PLC | 19K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 10K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 14K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 3K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| NOBL | PROSHARES TR | 6K | $500K+ | SH |
| PAYX | PAYCHEX INC | 6K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| TOST | TOAST INC | 17K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| ABT | ABBOTT LABS | 4K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 5K | $100K–$500K | SH |
| SRE | SEMPRA | 5K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 26K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| T | AT&T INC | 17K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 488 | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 2K | $100K–$500K | SH |
| TGT | TARGET CORP | 4K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 7K | $100K–$500K | SH |
| MEAR | ISHARES U S ETF TR | 7K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 10K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 5K | $100K–$500K | SH |
| CATY | CATHAY GEN BANCORP | 5K | $100K–$500K | SH |
| HLN | HALEON PLC | 22K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 2K | $100K–$500K | SH |