Greenhouse Wealth Management, LLC Top Holdings and 13F Report (2025) About Greenhouse Wealth Management, LLCInvestment ActivityGreenhouse Wealth Management, LLC has $151.26 million in total holdings as of December 31, 2024.Greenhouse Wealth Management, LLC owns shares of 60 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.04% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Greenhouse Wealth Management, LLC has purchased 59 new stocks and bought additional shares in 27 stocks.Greenhouse Wealth Management, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $54,804,237Vanguard Value ETF $13,423,699iShares Core S&P 500 ETF $11,248,153Vanguard S&P 500 ETF $9,541,749Vanguard Total Stock Market ETF $7,457,385 Largest New Holdings this Quarter ProShares UltraPro QQQ $1,220,748 HoldingLululemon Athletica $229,446 HoldingRigetti Computing $222,957 HoldingInternational Business Machines $213,015 HoldingNorthrop Grumman $200,856 Holding Largest Purchases this Quarter ProShares UltraPro QQQ 15,427 shares (about $1.22M)Schwab US Small-Cap ETF 29,571 shares (about $764.71K)Schwab International Equity ETF 29,274 shares (about $541.57K)Schwab US Dividend Equity ETF 16,257 shares (about $444.15K)Vanguard Health Care ETF 1,002 shares (about $254.24K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 554 shares (about $324.69K)Vanguard Mid-Cap Growth ETF 331 shares (about $83.99K)Invesco QQQ 157 shares (about $80.26K)Vanguard FTSE All-World ex-US ETF 611 shares (about $35.08K)Vanguard Growth ETF 46 shares (about $18.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenhouse Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$54,804,237$324,688 ▼-0.6%93,51036.2%FinanceVTVVanguard Value ETF$13,423,699$32,506 ▲0.2%79,2898.9%ETFIVViShares Core S&P 500 ETF$11,248,153$27,080 ▲0.2%19,1077.4%ETFVOOVanguard S&P 500 ETF$9,541,749$4,849 ▼-0.1%17,7096.3%ETFVTIVanguard Total Stock Market ETF$7,457,385$105,491 ▲1.4%25,7324.9%ETFQQQInvesco QQQ$6,261,860$80,261 ▼-1.3%12,2494.1%FinanceVBVanguard Small-Cap ETF$5,723,245$99,236 ▲1.8%23,8193.8%ETFVXUSVanguard Total International Stock ETF$4,793,464$169,011 ▲3.7%81,3423.2%ETFVBRVanguard Small-Cap Value ETF$3,483,390$10,503 ▼-0.3%17,5772.3%ETFVUGVanguard Growth ETF$2,094,163$18,881 ▼-0.9%5,1021.4%ETFGOOGLAlphabet$1,975,628$1,136 ▲0.1%10,4361.3%Computer and TechnologyMSFTMicrosoft$1,607,455$1,686 ▲0.1%3,8141.1%Computer and TechnologyAAPLApple$1,554,256$25,040 ▲1.6%6,2071.0%Computer and TechnologySCHASchwab US Small-Cap ETF$1,523,520$764,708 ▲100.8%58,9141.0%ETFIAUiShares Gold Trust$1,247,4540.0%25,1960.8%FinanceTQQQProShares UltraPro QQQ$1,220,748$1,220,748 ▲New Holding15,4270.8%ETFSCHFSchwab International Equity ETF$1,174,038$541,573 ▲85.6%63,4610.8%ETFVEUVanguard FTSE All-World ex-US ETF$1,123,981$35,078 ▼-3.0%19,5780.7%ETFVOVanguard Mid-Cap ETF$1,074,106$15,054 ▲1.4%4,0670.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,027,066$3,730 ▲0.4%7,9850.7%ETFVOTVanguard Mid-Cap Growth ETF$987,632$83,994 ▼-7.8%3,8920.7%ETFBRK.BBerkshire Hathaway$933,7570.0%2,0600.6%FinanceVYMVanguard High Dividend Yield ETF$892,243$6,635 ▲0.7%6,9930.6%ETFGOOGAlphabet$869,300$190 ▲0.0%4,5650.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$862,558$7,489 ▲0.9%7,4860.6%ETFSDYSPDR S&P Dividend ETF$847,925$2,774 ▲0.3%6,4190.6%ETFVGTVanguard Information Technology ETF$799,743$622 ▲0.1%1,2860.5%ETFAMZNAmazon.com$757,9920.0%3,4550.5%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$736,420$402 ▲0.1%1,8340.5%ETFSCHDSchwab US Dividend Equity ETF$713,197$444,146 ▲165.1%26,1050.5%ETFNSCNorfolk Southern$633,221$469 ▼-0.1%2,6980.4%TransportationIWRiShares Russell Mid-Cap ETF$627,128$2,210 ▲0.4%7,0940.4%ETFONEQFidelity NASDAQ Composite Index ETF$618,3680.0%8,1300.4%ETFLLYEli Lilly and Company$612,7770.0%7940.4%MedicalVHTVanguard Health Care ETF$529,794$254,240 ▲92.3%2,0880.4%ETFLMTLockheed Martin$497,8430.0%1,0240.3%AerospaceCOSTCostco Wholesale$458,0750.0%5000.3%Retail/WholesaleIWViShares Russell 3000 ETF$438,5360.0%1,3120.3%ETFIJHiShares Core S&P Mid-Cap ETF$436,059$1,745 ▲0.4%6,9980.3%ETFRSGRepublic Services$433,6660.0%2,1560.3%Business ServicesORCLOracle$388,0390.0%2,3290.3%Computer and TechnologyISHARES BITCOIN TRUST ETF$387,9400.0%7,3130.3%SHS BEN INTCSCOCisco Systems$369,595$2,368 ▲0.6%6,2430.2%Computer and TechnologyGMGeneral Motors$355,087$852 ▲0.2%6,6660.2%Auto/Tires/TrucksDISWalt Disney$352,338$111 ▲0.0%3,1640.2%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$307,758$9,928 ▼-3.1%1,6120.2%ETFRTXRTX$291,1520.0%2,5160.2%AerospaceIWBiShares Russell 1000 ETF$265,904$322 ▲0.1%8250.2%ETFMOAltria Group$261,0320.0%4,9920.2%Consumer StaplesFFord Motor$256,050$3,425 ▲1.4%25,8640.2%Auto/Tires/TrucksIUSViShares Core S&P U.S. Value ETF$248,8260.0%2,6870.2%ManufacturingLULULululemon Athletica$229,446$229,446 ▲New Holding6000.2%Consumer DiscretionaryIWDiShares Russell 1000 Value ETF$226,008$1,296 ▼-0.6%1,2210.1%ETFBNDVanguard Total Bond Market ETF$225,8210.0%3,1400.1%ETFRGTIRigetti Computing$222,957$222,957 ▲New Holding14,6110.1%Computer and TechnologyIBMInternational Business Machines$213,015$213,015 ▲New Holding9690.1%Computer and TechnologyMDLZMondelez International$206,3070.0%3,4540.1%Consumer StaplesNOCNorthrop Grumman$200,856$200,856 ▲New Holding4280.1%AerospaceONTOOnto Innovation$200,0040.0%1,2000.1%Computer and TechnologyESS TECH INC$3,2500.0%50,0000.0%*W EXP 10/08/202REDDIT INC$0$258,209 ▼-100.0%00.0%CL AJNJJohnson & Johnson$0$215,008 ▼-100.0%00.0%MedicalCARRCarrier Global$0$211,608 ▼-100.0%00.0%Computer and TechnologyXOMExxon Mobil$0$209,589 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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