LWM
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Lighthouse Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Lighthouse Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.7M Sell
24,850
-2,245
-8% -$1.24M 11.86% 1
2025
Q1 		$12.7M Buy
27,095
+247
+0.9% +$116K 11.65% 2
2024
Q4 		$13.7M Buy
+26,848
New +$13.7M 12.57% 2