The Analysis of Inlight Wealth Management, LLC's Holdings
Currently, Inlight Wealth Management, LLC holds 234 types of securities in its portfolio with a total value $273.1M. In the most recent quarter, they have increased their positions in ISHG (+120.1K shares, valued at $9.0M), VEA (+119.6K shares, valued at $7.5M), XLU (+124.0K shares, valued at $5.3M); decreased their positions in DGS (-11.8K shares, valued at $675.2K), CALF (-10.6K shares, valued at $470.5K), CVS (-2.6K shares, valued at $206.9K); initiated new positions in SGOV (+3.0K shares, valued at $303.5K), ITOT (+899 shares, valued at $133.7K), SPY (+107 shares, valued at $73.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD FTSE DEVELOPED MARKETS ETF556.6K shares27.38%2025-12-312026-01-23
ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF316.3K shares61.19%2025-12-312026-01-23 CEF SPROTT PHYSICAL GOLD & SILVER TRUST398.9K shares-0.71%2025-12-312026-01-23 IJR ISHARES CORE S&P SMALL CAP ETF175.3K shares24.33%2025-12-312026-01-23 COWZ PACER US CASH COWS 100 ETF257.6K shares26.30%2025-12-312026-01-23 VTV VANGUARD VALUE ETF79.0K shares28.57%2025-12-312026-01-23 IQLT ISHARES MSCI INTL QUALITY FACTOR ETF280.3K shares28.72%2025-12-312026-01-23 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF209.8K shares144.71%2025-12-312026-01-23 IWS ISHARES RUSSELL MID-CAP VALUE ETF54.8K shares-0.71%2025-12-312026-01-23 VBR VANGUARD SMALL CAP VALUE ETF34.2K shares115.80%2025-12-312026-01-23 GDXJ VANECK JUNIOR GOLD MINERS ETF62.1K shares-1.01%2025-12-312026-01-23 GDX VANECK GOLD MINERS ETF77.5K shares-0.95%2025-12-312026-01-23 VOE VANGUARD MID-CAP VALUE ETF37.3K shares148.82%2025-12-312026-01-23 T AT&T INC405.2K shares7.31%2025-12-312026-01-23 IJH ISHARES CORE S&P MID-CAP ETF84.5K shares143.15%2025-12-312026-01-23 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF65.4K shares103.62%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC114.2K shares21.50%2025-12-312026-01-23 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND76.1K shares-13.43%2025-12-312026-01-23 CALF PACER US SMALL CAP CASH COWS ETF78.0K shares-11.97%2025-12-312026-01-23 CVS CVS HEALTH CORP COM34.4K shares-7.05%2025-12-312026-01-23 BP BP PLC ADR75.6K shares-3.53%2025-12-312026-01-23 FRSH FRESHWORKS INC CLASS A COM211.2K shares77.62%2025-12-312026-01-23 PFE PFIZER INC COM100.3K shares-5.58%2025-12-312026-01-23 AMPY AMPLIFY ENERGY CORP NEW COM282.3K shares-0.85%2025-12-312026-01-23 VGSH VANGUARD SHORT-TERM TREASURY ETF13.6K shares40.40%2025-12-312026-01-23 AAPL APPLE INC COM2.3K shares0.09%2025-12-312026-01-23 VWO VANGUARD FTSE EMERGING MARKETS ETF70.1K shares0.19%2025-12-312026-01-23 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF3.5K shares0.00%2025-12-312026-01-23 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF2.8K shares0.00%2025-12-312026-01-23 IJJ ISHARES S&P MID-CAP 400 VALUE ETF2.8K shares0.00%2025-12-312026-01-23 GSAT GLOBALSTAR INC COM NEW5.9K shares0.00%2025-12-312026-01-23 MSFT MICROSOFT CORP COM711 shares0.57%2025-12-312026-01-23 SLV ISHARES SILVER TRUST5.1K shares0.00%2025-12-312026-01-23 FXE INVESCO CURRENCYSHARES EURO TRUST3.0K shares0.00%2025-12-312026-01-23 CSL CARLISLE COS INC COM320.0K shares0.00%2025-12-312026-01-23 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF5.3K shares44.66%2025-12-312026-01-23 WK WORKIVA INC COM CL A3.6K shares0.00%2025-12-312026-01-23 SCHP SCHWAB US TIPS ETF11.7K shares29.63%2025-12-312026-01-23 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF3.0K sharesnew addition2025-12-312026-01-23 NVDA NVIDIA CORPORATION COM1.6K shares-4.22%2025-12-312026-01-23 STIP ISHARES 0-5 YEAR TIPS BOND ETF2.8K shares44.39%2025-12-312026-01-23 HD HOME DEPOT INC COM780 shares0.00%2025-12-312026-01-23 SCHX SCHWAB U.S. LARGE-CAP ETF9.3K shares0.00%2025-12-312026-01-23 IVW ISHARES S&P 500 GROWTH ETF210.9K shares0.00%2025-12-312026-01-23 IVE ISHARES S&P 500 VALUE ETF179.3K shares0.00%2025-12-312026-01-23 XOM EXXON MOBIL CORP COM1.5K shares0.00%2025-12-312026-01-23 MAR MARRIOTT INTL INC NEW CL A572 shares0.00%2025-12-312026-01-23 ATO ATMOS ENERGY CORP COM1.0K shares0.00%2025-12-312026-01-23 NSC NORFOLK SOUTHN CORP COM541 shares0.00%2025-12-312026-01-23 GS GOLDMAN SACHS GROUP INC COM174 shares0.00%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON COM732 shares0.00%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO. COM427 shares0.00%2025-12-312026-01-23 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF899 sharesnew addition2025-12-312026-01-23 WELL WELLTOWER INC COM720 shares0.00%2025-12-312026-01-23 COST COSTCO WHOLESALE CORPORATION COM152 shares0.00%2025-12-312026-01-23 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF523 shares0.00%2025-12-312026-01-23 VTI VANGUARD TOTAL STOCK MARKET ETF383 shares190.15%2025-12-312026-01-23 EPD ENTERPRISE PRODS PARTNERS L P COM4.0K shares0.00%2025-12-312026-01-23 ISRG INTUITIVE SURGICAL INC COM NEW221 shares0.00%2025-12-312026-01-23 DIS DISNEY WALT CO COM1.1K shares-0.46%2025-12-312026-01-23 EFA ISHARES MSCI EAFE ETF1.3K shares0.00%2025-12-312026-01-23 DLR DIGITAL RLTY TR INC COM770 shares0.00%2025-12-312026-01-23 COPX GLOBAL X COPPER MINERS ETF1.5K shares0.00%2025-12-312026-01-23 CVX CHEVRON CORP NEW COM703 shares0.00%2025-12-312026-01-23 CMG CHIPOTLE MEXICAN GRILL INC COM2.7K shares-4.32%2025-12-312026-01-23 LII LENNOX INTL INC COM203 shares0.00%2025-12-312026-01-23 ITW ILLINOIS TOOL WKS INC COM379 shares0.00%2025-12-312026-01-23 AZN ASTRAZENECA PLC SPONSORED ADR1.0K shares0.00%2025-12-312026-01-23 TXRH TEXAS ROADHOUSE INC COM534 shares0.00%2025-12-312026-01-23 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF366 shares0.00%2025-12-312026-01-23 BWZ SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF3.2K shares0.00%2025-12-312026-01-23 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF394 shares0.00%2025-12-312026-01-23 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF2.5K shares-16.67%2025-12-312026-01-23 UPS UNITED PARCEL SERVICE INC CL B807 shares0.00%2025-12-312026-01-23 SDY STATE STREET SPDR S&P DIVIDEND ETF559 shares0.00%2025-12-312026-01-23 SCHF SCHWAB INTERNATIONAL EQUITY ETF3.1K shares77.07%2025-12-312026-01-23 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND851 shares0.00%2025-12-312026-01-23 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF1.1K shares76.64%2025-12-312026-01-23 VPU VANGUARD UTILITIES ETF400 shares0.00%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TRUST107 sharesnew addition2025-12-312026-01-23 GLD SPDR GOLD SHARES171 shares0.00%2025-12-312026-01-23 VGK VANGUARD FTSE EUROPE ETF67.7K shares0.00%2025-12-312026-01-23 IVV ISHARES CORE S&P 500 ETF97 shares0.00%2025-12-312026-01-23 TSLA TESLA INC COM135 shares35.00%2025-12-312026-01-23 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF839 shares0.00%2025-12-312026-01-23 NNN NNN REIT INC COM1.3K shares0.00%2025-12-312026-01-23 AVB AVALONBAY CMNTYS INC COM289 shares0.00%2025-12-312026-01-23 VIG VANGUARD DIVIDEND APPRECIATION ETF235 shares14.63%2025-12-312026-01-23 URA GLOBAL X URANIUM ETF1.2K shares0.00%2025-12-312026-01-23 MUB ISHARES NATIONAL MUNI BOND ETF445 shares28.99%2025-12-312026-01-23 TJX TJX COS INC NEW COM300 shares0.00%2025-12-312026-01-23 AMZN AMAZON COM INC COM199 shares0.00%2025-12-312026-01-23 PINS PINTEREST INC CL A1.8K shares0.00%2025-12-312026-01-23 ABBV ABBVIE INC COM200 shares0.00%2025-12-312026-01-23 OMDA OMADA HEALTH INC COM2.8K sharesnew addition2025-12-312026-01-23 VHT VANGUARD HEALTH CARE ETF152 shares0.00%2025-12-312026-01-23 NFG NATIONAL FUEL GAS CO COM500 shares0.00%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC COM239 shares0.00%2025-12-312026-01-23 LOW LOWES COS INC COM155 shares0.00%2025-12-312026-01-23 EMR EMERSON ELEC CO COM256 shares0.00%2025-12-312026-01-23 CAT CATERPILLAR INC COM58 shares0.00%2025-12-312026-01-23 HSBC HSBC HLDGS PLC SPON ADR NEW400 shares0.00%2025-12-312026-01-23 SKYY FIRST TRUST CLOUD COMPUTING ETF236 shares0.00%2025-12-312026-01-23 NFLX NETFLIX INC. COM320 shares553.06%2025-12-312026-01-23 VV VANGUARD LARGE-CAP ETF94 shares0.00%2025-12-312026-01-23 ITAN SPARKLINE INTANGIBLE VALUE ETF774 shares0.00%2025-12-312026-01-23 WBD WARNER BROS DISCOVERY INC COM SER A12.3K shares-3.82%2025-12-312026-01-23 RCL ROYAL CARIBBEAN GROUP COM101 shares0.00%2025-12-312026-01-23 MO ALTRIA GROUP INC COM463 shares0.00%2025-12-312026-01-23 VB VANGUARD SMALL-CAP ETF94 shares0.00%2025-12-312026-01-23 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS1.5K shares0.00%2025-12-312026-01-23 SHOP SHOPIFY INC CL A SUB VTG SHS145 shares0.00%2025-12-312026-01-23 UBER UBER TECHNOLOGIES INC COM284 shares-31.23%2025-12-312026-01-23 CRWD CROWDSTRIKE HLDGS INC CL A45 shares-30.77%2025-12-312026-01-23 OXY OCCIDENTAL PETE CORP COM500 shares0.00%2025-12-312026-01-23 NET CLOUDFLARE INC CL A COM100 shares0.00%2025-12-312026-01-23 KO COCA COLA CO COM277 shares0.00%2025-12-312026-01-23 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF223 shares0.00%2025-12-312026-01-23 SCHB SCHWAB U.S. BROAD MARKET ETF675 sharesnew addition2025-12-312026-01-23 MMM 3M CO COM110 shares0.00%2025-12-312026-01-23 REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF200 shares0.00%2025-12-312026-01-23 RTX RTX CORPORATION COM81 shares0.00%2025-12-312026-01-23 AMGN AMGEN INC COM42 shares0.00%2025-12-312026-01-23 IBIT ISHARES BITCOIN TRUST ETF258 shares1333.33%2025-12-312026-01-23 GILD GILEAD SCIENCES INC COM103 shares0.00%2025-12-312026-01-23 CSCO CISCO SYS INC COM159 shares-6.47%2025-12-312026-01-23 META META PLATFORMS INC CL A18 shares-53.85%2025-12-312026-01-23 DVY ISHARES SELECT DIVIDEND ETF73 shares0.00%2025-12-312026-01-23 GEV GE VERNOVA INC COM15 shares0.00%2025-12-312026-01-23 U UNITY SOFTWARE INC COM212 shares0.00%2025-12-312026-01-23 ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART400 shares0.00%2025-12-312026-01-23 NOW SERVICENOW INC COM60 shares361.54%2025-12-312026-01-23 MDLZ MONDELEZ INTL INC CL A167 shares0.00%2025-12-312026-01-23 BAC BANK AMERICA CORP COM159 shares-58.70%2025-12-312026-01-23 GRMN GARMIN LTD SHS43 shares0.00%2025-12-312026-01-23 ETG EATON VANCE TX ADV GLBL DIV FD COM366 shares0.00%2025-12-312026-01-23 ACP ABRDN INCOME CREDIT STRATEGIES COM1.6K shares0.00%2025-12-312026-01-23 WGO WINNEBAGO INDS INC COM200 shares0.00%2025-12-312026-01-23 PDI PIMCO DYNAMIC INCOME FD SHS450 shares0.00%2025-12-312026-01-23 PG PROCTER & GAMBLE CO COM55 shares0.00%2025-12-312026-01-23 DGRO ISHARES CORE DIVIDEND GROWTH ETF113 sharesnew addition2025-12-312026-01-23 ASML ASML HOLDING N V N Y REGISTRY SHS7 shares0.00%2025-12-312026-01-23 ZS ZSCALER INC COM33 shares0.00%2025-12-312026-01-23 EQT CORP COM EQT CORP COM136 shares0.00%2025-12-312026-01-23 MOAT VANECK MORNINGSTAR WIDE MOAT ETF68 shares0.00%2025-12-312026-01-23 RAAX VANECK REAL ASSETS ETF200 shares0.00%2025-12-312026-01-23 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND135 shares0.00%2025-12-312026-01-23 HOOD ROBINHOOD MKTS INC COM CL A60 shares-84.21%2025-12-312026-01-23 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK80 shares0.00%2025-12-312026-01-23 AMD ADVANCED MICRO DEVICES INC COM30 shares-76.92%2025-12-312026-01-23 FLGT FULGENT GENETICS INC COM239 shares-5.53%2025-12-312026-01-23 TYL TYLER TECHNOLOGIES INC COM13 shares0.00%2025-12-312026-01-23 EVV EATON VANCE LIMITED DURATION I COM583 shares0.00%2025-12-312026-01-23 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF100 shares0.00%2025-12-312026-01-23 RMD RESMED INC COM23 shares0.00%2025-12-312026-01-23 PSTG PURE STORAGE INC CL A82 shares0.00%2025-12-312026-01-23 TOST TOAST INC CL A152 sharesnew addition2025-12-312026-01-23 PII POLARIS INC COM84 shares0.00%2025-12-312026-01-23 PBI PITNEY BOWES INC COM500 shares0.00%2025-12-312026-01-23 VEEV VEEVA SYS INC CL A COM23 shares0.00%2025-12-312026-01-23 TYG TORTOISE ENERGY INFRSTRCTR CP COM123 shares0.00%2025-12-312026-01-23 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND150 shares0.00%2025-12-312026-01-23 FEGE FIRST EAGLE GLOBAL EQUITY ETF109 shares0.00%2025-12-312026-01-23 SYY SYSCO CORP COM68 shares0.00%2025-12-312026-01-23 FPF FIRST TR INTER DURATN PFD & IN COM253 shares0.00%2025-12-312026-01-23 NVO NOVO-NORDISK A S ADR90 shares0.00%2025-12-312026-01-23 CHWY CHEWY INC CL A138 shares0.00%2025-12-312026-01-23 CARR CARRIER GLOBAL CORPORATION COM81 shares0.00%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS14 shares-89.71%2025-12-312026-01-23 ABNB AIRBNB INC COM CL A30 shares0.00%2025-12-312026-01-23 ZM ZOOM COMMUNICATIONS INC CL A46 shares0.00%2025-12-312026-01-23 MASI MASIMO CORP COM30 shares0.00%2025-12-312026-01-23 TEM TEMPUS AI INC CL A66 shares-74.62%2025-12-312026-01-23 LUMN LUMEN TECHNOLOGIES INC COM500 shares0.00%2025-12-312026-01-23 ADBE ADOBE INC COM11 shares0.00%2025-12-312026-01-23 TTD THE TRADE DESK INC COM CL A100 shares0.00%2025-12-312026-01-23 KD KYNDRYL HLDGS INC COMMON STOCK141 shares0.00%2025-12-312026-01-23 VIPS VIPSHOP HLDGS LTD SPONSORED ADS A200 shares0.00%2025-12-312026-01-23 KLAR KLARNA GROUP PLC SHS121 sharesnew addition2025-12-312026-01-23 OTIS OTIS WORLDWIDE CORP COM40 shares0.00%2025-12-312026-01-23 EMC GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF107 shares0.00%2025-12-312026-01-23 CCL CARNIVAL CORP PAIRED CTF100 shares0.00%2025-12-312026-01-23 AIG AMERICAN INTL GROUP INC COM NEW35 shares0.00%2025-12-312026-01-23 CMCSA COMCAST CORP NEW CL A94 shares0.00%2025-12-312026-01-23 IOO ISHARES GLOBAL 100 ETF22 shares0.00%2025-12-312026-01-23 UPST UPSTART HLDGS INC COM52 shares0.00%2025-12-312026-01-23 NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS100 shares0.00%2025-12-312026-01-23 SOLV SOLVENTUM CORP COM SHS27 shares0.00%2025-12-312026-01-23 SOUN SOUNDHOUND AI INC CLASS A COM200 shares0.00%2025-12-312026-01-23 GOGL CMB.TECH NV SHS190 shares0.00%2025-12-312026-01-23 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF40 sharesnew addition2025-12-312026-01-23 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF14 shares0.00%2025-12-312026-01-23 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF19 sharesnew addition2025-12-312026-01-23 RIOT RIOT PLATFORMS INC COM100 shares100.00%2025-12-312026-01-23 SCHD SCHWAB US DIVIDEND EQUITY ETF44 shares780.00%2025-12-312026-01-23 OXY.WS OCCIDENTAL PETE CORP WT EXP 08032762 shares0.00%2025-12-312026-01-23 HFRO HIGHLAND OPPS & INCOME FD HIGHLAND INCOME159 shares-0.63%2025-12-312026-01-23 LVO LIVEONE INC COM NEW200 shares0.00%2025-12-312026-01-23 MARA MARA HOLDINGS INC COM100 shares100.00%2025-12-312026-01-23 ADT ADT INC DEL COM91 shares0.00%2025-12-312026-01-23 CPRI CAPRI HOLDINGS LIMITED SHS27 shares0.00%2025-12-312026-01-23 MVO MV OIL TR TR UNITS500 shares0.00%2025-12-312026-01-23 WAB WABTEC COM2 shares0.00%2025-12-312026-01-23 VDE VANGUARD ENERGY ETF3 sharesnew addition2025-12-312026-01-23 GOVT ISHARES U.S. TREASURY BOND ETF15 shares0.00%2025-12-312026-01-23 PODC PODCASTONE INC COM96 shares0.00%2025-12-312026-01-23 MOS MOSAIC CO NEW COM2 shares0.00%2025-12-312026-01-23 MANU MANCHESTER UTD PLC NEW ORD CL A1 shares0.00%2025-12-312026-01-23 CETX CEMTREX INC COM2 sharesnew addition2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available