White Lighthouse Investment Management Inc. historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, White Lighthouse Investment Management Inc. opened 34 positions, added to 145, reduced 142 and sold out of 18.
- Q2 2026: Stock AZN; Country of operation —; Class ORD; Shares before 0.
- Q2 2026: Stock ORCL; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock EXPE; Country of operation United States; Class COM NEW; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1727593), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | AZN
ASTRAZENECA PLC | | ORD | 0 | 14,790 | +14,790 | $0 | $2,804,385 | +$2,804,385 | 2026-08-05 |
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| Q2 2026 | ORCL
ORACLE CORP | United States | COM | 0 | 2,613 | +2,613 | $0 | $382,973 | +$382,973 | 2026-08-05 |
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| Q2 2026 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 0 | 451 | +451 | $0 | $261,990 | +$261,990 | 2026-08-05 |
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| Q2 2026 | EXPE
EXPEDIA GROUP INC | United States | COM NEW | 0 | 1,018 | +1,018 | $0 | $260,486 | +$260,486 | 2026-08-05 |
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| Q2 2026 | QCOM
QUALCOMM INC | United States | COM | 0 | 1,147 | +1,147 | $0 | $212,002 | +$212,002 | 2026-08-05 |
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| Q2 2026 | INTC
INTEL CORP | United States | COM | 0 | 1,509 | +1,509 | $0 | $210,702 | +$210,702 | 2026-08-05 |
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| Q2 2026 | SBUX
STARBUCKS CORP | United States | COM | 0 | 1,977 | +1,977 | $0 | $202,010 | +$202,010 | 2026-08-05 |
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| Q1 2026 | LLY
ELI LILLY & CO | United States | COM | 0 | 1,166 | +1,166 | $0 | $1,072,478 | +$1,072,478 | 2026-05-15 |
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| Q1 2026 | GLW
CORNING INC | United States | COM | 0 | 1,576 | +1,576 | $0 | $214,289 | +$214,289 | 2026-05-15 |
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| Q4 2025 | V
VISA INC | United States | COM CL A | 0 | 656 | +656 | $0 | $230,101 | +$230,101 | 2026-02-09 |
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| Q4 2025 | BN
BROOKFIELD CORP | | CL A LTD VT SH | 0 | 4,489 | +4,489 | $0 | $205,986 | +$205,986 | 2026-02-09 |
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| Q4 2025 | QCOM
QUALCOMM INC | United States | COM | 0 | 1,170 | +1,170 | $0 | $200,063 | +$200,063 | 2026-02-09 |
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| Q2 2025 | NFLX
NETFLIX INC | United States | COM | 0 | 205 | +205 | $0 | $274,522 | +$274,522 | 2025-07-30 |
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| Q2 2025 | ORCL
ORACLE CORP | United States | COM | 0 | 1,242 | +1,242 | $0 | $271,538 | +$271,538 | 2025-07-30 |
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| Q2 2025 | AMP
AMERIPRISE FINL INC | United States | COM | 0 | 388 | +388 | $0 | $207,087 | +$207,087 | 2025-07-30 |
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| Q1 2025 | BIIB
BIOGEN INC | United States | COM | 0 | 2,125 | +2,125 | $0 | $290,785 | +$290,785 | 2025-05-12 |
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| Q1 2025 | UNP
UNION PAC CORP | United States | COM | 0 | 1,082 | +1,082 | $0 | $255,612 | +$255,612 | 2025-05-12 |
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| Q1 2025 | DE
DEERE & CO | United States | COM | 0 | 465 | +465 | $0 | $218,248 | +$218,248 | 2025-05-12 |
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| Q4 2024 | MAR
MARRIOTT INTL INC NEW | United States | CL A | 0 | 4,735 | +4,735 | $0 | $1,320,781 | +$1,320,781 | 2025-02-04 |
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| Q4 2024 | TSLA
TESLA INC | United States | COM | 0 | 1,416 | +1,416 | $0 | $571,837 | +$571,837 | 2025-02-04 |
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| Q4 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 0 | 2,420 | +2,420 | $0 | $324,982 | +$324,982 | 2025-02-04 |
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| Q4 2024 | SPGI
S&P GLOBAL INC | United States | COM | 0 | 555 | +555 | $0 | $276,407 | +$276,407 | 2025-02-04 |
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| Q4 2024 | HD
HOME DEPOT INC | United States | COM | 0 | 699 | +699 | $0 | $271,904 | +$271,904 | 2025-02-04 |
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| Q4 2024 | AMP
AMERIPRISE FINL INC | United States | COM | 0 | 400 | +400 | $0 | $212,972 | +$212,972 | 2025-02-04 |
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| Q3 2024 | MO
ALTRIA GROUP INC | United States | COM | 0 | 9,468 | +9,468 | $0 | $483,247 | +$483,247 | 2024-10-30 |
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| Q3 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 0 | 314 | +314 | $0 | $278,367 | +$278,367 | 2024-10-30 |
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| Q3 2024 | MDLZ
MONDELEZ INTL INC | United States | CL A | 0 | 3,428 | +3,428 | $0 | $252,541 | +$252,541 | 2024-10-30 |
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| Q3 2024 | CVX
CHEVRON CORP NEW | United States | COM | 0 | 1,514 | +1,514 | $0 | $222,967 | +$222,967 | 2024-10-30 |
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| Q2 2024 | AVGO
BROADCOM INC | United States | COM | 0 | 234 | +234 | $0 | $375,694 | +$375,694 | 2024-07-15 |
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| Q2 2024 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 0 | 350 | +350 | $0 | $357,956 | +$357,956 | 2024-07-15 |
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| Q2 2024 | PANW
PALO ALTO NETWORKS INC | United States | COM | 0 | 660 | +660 | $0 | $223,747 | +$223,747 | 2024-07-15 |
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| Q2 2024 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 0 | 487 | +487 | $0 | $216,642 | +$216,642 | 2024-07-15 |
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| Q2 2024 | NLY
ANNALY CAPITAL MANAGEMENT IN | United States | COM NEW | 0 | 10,399 | +10,399 | $0 | $198,208 | +$198,208 | 2024-07-15 |
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| Q1 2024 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 0 | 265,371 | +265,371 | $0 | $11,148,236 | +$11,148,236 | 2024-05-07 |
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