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CIK: 0001731795
Total reported value
$314.6M
$314.6M
50 檔
17.7%
As reported in its official Q4 2024 Form 13F filing, Inlight Wealth Management, LLC's tracked investment portfolio stood at $314.6M with 50 total positions.
During Q4 2024, Inlight Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.03% | +0.50% | — | |
| 2 | CEF | Sprott Physical Gold And Sil | Stock-Other | 7.11% | -0.06% | — | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.94% | +0.89% | — | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.86% | +0.14% | — | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.67% | -0.68% | — | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 5.53% | +0.05% | — | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.73% | -0.10% | — | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 4.48% | — | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.86% | -0.14% | — | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.59% | -0.18% | — | |
| 11 | T | At&t Inc | Stock-Comm Services | 3.41% | -0.94% | — | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 3.31% | -0.10% | — | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 3.12% | — | — | |
| 14 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 3.05% | -0.62% | — | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.64% | -0.52% | — | |
| 16 | CCJ | Cameco CORP | Stock-Energy | 2.31% | — | — | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 2.13% | -0.28% | — | |
| 18 | BP | Bp Plc-spons Adr | Stock-Energy | 1.98% | -0.41% | — | |
| 19 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 1.86% | — | — | |
| 20 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.85% | — | — | |
| 21 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 1.68% | +0.07% | — | |
| 22 | DK | Delek US Holdings Inc | Stock-Other | 1.68% | — | — | |
| 23 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.65% | — | — | |
| 24 | MTCH | Match Group Inc | Stock-Comm Services | 1.62% | +0.04% | — | |
| 25 | AMPY | Amplify Energy CORP | Stock-Other | 1.45% | -0.29% | — | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 1.42% | +0.17% | — | |
| 27 | GRNT | Granite Ridge Resources Inc | Stock-Other | 1.02% | — | — | |
| 28 | FLGT | Fulgent Genetics Inc | Stock-Other | 0.45% | — | — | |
| 29 | MOS | Mosaic Co/the | Stock-Materials | 0.38% | — | — | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.37% | — | — | |
| 31 | SD | Sandridge Energy Inc | Stock-Other | 0.36% | — | — | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.26% | — | — | |
| 33 | WK | Workiva Inc | Stock-Tech | 0.26% | -0.08% | EXIT | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.25% | -0.01% | — | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.25% | — | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | — | — | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.23% | — | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | — | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.01% | — | |
| 40 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.21% | — | — | |
| 41 | BEN | Franklin Resources Inc | Stock-Financials | 0.21% | — | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.02% | — | |
| 43 | HQI | Hirequest Inc | Stock-Other | 0.19% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.03% | — | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.14% | -0.01% | — | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.13% | -0.01% | — | |
| 47 | GSAT | Globalstar Inc | Stock-Other | 0.12% | — | — | |
| 48 | MEI | Methode Electronics Inc | Stock-Other | 0.11% | — | — | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.04% | -0.01% | — | |
| 50 | ✓ | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Inlight Wealth Management, LLC reported a total U.S. public equity portfolio value of $314.6M across 50 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, CEF, IJR) accounted for 17.7% of total reported equity market value during Q4 2024.
During Q4 2024, Inlight Wealth Management, LLC's top holdings by market value included VEA (9.0%)、CEF (7.1%)、IJR (6.9%). The largest single position, VEA, represented 9.0% of total portfolio value.
In Q4 2024, Inlight Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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