Lantern Wealth Advisors, LLC Purchases in Q4 2024

Lantern Wealth Advisors, LLC

  • $154 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
420
+ 0.34%
$24.76 - $27.04 $10.4K - $11.4K
123K $3.06B
AAPL
Apple Inc.

Technology
4.42K
+ 11.26%
$221.69 - $259.02 $979K - $1.14M
43.6K $10.9B
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
+ 6.71%
$180.88 - $232.93 $215K - $276K
18.9K $4.14B
BMY
Bristol Myers Squibb CO

Healthcare
11.4K
+ 77.33%
$51.92 - $59.94 $589K - $680K
26K $1.47B
BX
Blackstone Inc.

Financial Services
24
+ 0.07%
$148.45 - $199.05 $3.56K - $4.78K
35.9K $6.19B
ORCC
Owl Rock Capital Corp

Financial Services
42.3K
New
N/A
42.3K $640M
IYW
Ishares Dj Us Tech ETF

ETFs
3.28K
New
$148.14 - $166.23 $486K - $545K
3.28K $523M
GOOGL
Alphabet Inc.

Communication Services
651
+ 4.14%
$161.86 - $196.66 $105K - $128K
16.4K $3.1B
VTV
Vanguard Value ETF

ETFs
244
New
$168.32 - $181.87 $41.1K - $44.4K
244 $413M
SCHW
Schwab Charles Corp

Financial Services
144
+ 0.31%
$63.31 - $82.85 $9.12K - $11.9K
46.5K $3.18B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
12.7K
New
$28.6 - $29.27 $364K - $372K
12.7K $364M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
3.07K
New
$108.0 - $116.52 $332K - $358K
3.07K $344M
VV
Vanguard Large Cap ETF

ETFs
1.17K
New
$260.27 - $280.65 $305K - $328K
1.17K $316M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.62K
+ 35.94%
$176.42 - $186.91 $285K - $302K
6.12K $1.09B
IAU
Ishares Gold Trust

ETFs
5.26K
New
$48.37 - $52.65 $255K - $277K
5.26K $261M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.1K
New
$80.93 - $85.66 $251K - $266K
3.1K $251M
GOOG
Alphabet Inc.

Communication Services
223
+ 2.62%
$163.08 - $198.16 $36.4K - $44.2K
8.75K $1.67B
IQLT
Ishares Msci Intl Quality Fact

ETFs
645
+ 0.98%
$37.12 - $41.23 $23.9K - $26.6K
66.5K $2.47B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.85K
New
$124.26 - $134.12 $230K - $248K
1.85K $238M
SCHO
Schwab Short Term Us Treasury

ETFs
52.2K
+ 127.25%
$24.06 - $48.88 $1.26M - $2.55M
93.2K $2.24B
TPL
Texas Pacific Land Corp

Energy
210
New
$915.49 - $1730.0 $192K - $363K
210 $232M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.4K
New
$89.97 - $98.59 $216K - $236K
2.4K $228M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.33K
New
$51.33 - $53.74 $222K - $233K
4.33K $223M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
581
New
$260.53 - $404.79 $151K - $235K
581 $222M
PG
Procter & Gamble CO

Consumer Defensive
1.32K
New
$161.05 - $179.7 $213K - $238K
1.32K $222M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
4.48K
+ 16.83%
$52.19 - $52.87 $234K - $237K
31.1K $1.63B
GPC
Genuine Parts CO

Consumer Cyclical
1.82K
New
$113.11 - $143.63 $206K - $262K
1.82K $213M
XLF
Financial Sector Spdr

ETFs
4.28K
New
$44.89 - $51.34 $192K - $219K
4.28K $207M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
650
+ 72.22%
$396.64 - $516.74 $258K - $336K
1.55K $624M
KO
Coca Cola CO

Consumer Defensive
3.3K
New
$61.74 - $71.71 $204K - $237K
3.3K $205M
NVDA
Nvidia Corp

Technology
99
+ 0.77%
$117.0 - $148.88 $11.6K - $14.7K
12.9K $1.73B
BAC
Bank Of America Corp

Financial Services
1.79K
+ 9.59%
$39.22 - $47.77 $70.2K - $85.6K
20.5K $899M
NFLX
Netflix Inc

Communication Services
2
+ 0.24%
$687.65 - $936.56 $1.38K - $1.87K
837 $746M
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 2.46%
$275.15 - $388.2 $13.8K - $19.4K
2.08K $711M
VIG
Vanguard Dividend Appreciation

ETFs
775
+ 16.37%
N/A
5.51K $1.08B
MA
Mastercard Inc

Financial Services
2
+ 0.05%
$491.3 - $536.15 $983 - $1.07K
3.74K $1.97B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.08K
+ 7.48%
$71.75 - $75.11 $292K - $306K
58.6K $4.21B
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.66K
+ 8.66%
$106.56 - $113.11 $283K - $301K
33.4K $3.57B
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.4K
+ 331.63%
$25.93 - $105.3 $503K - $2.04M
25.2K $703M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.04%
$280.04 - $302.45 $1.4K - $1.51K
13.1K $3.79B
WMT
Walmart Inc.

Consumer Defensive
542
+ 15.41%
$79.1 - $95.7 $42.9K - $51.9K
4.06K $367M
CSCO
Cisco Systems, Inc.

Technology
636
+ 5.27%
$52.45 - $60.02 $33.4K - $38.2K
12.7K $488M
FNDX
Schwab Fundamental U S Large C

ETFs
17.3K
+ 240.78%
$23.49 - $71.77 $405K - $1.24M
24.4K $578M
TJX
Tjx Companies Inc

Consumer Cyclical
200
+ 2.23%
$112.15 - $127.2 $22.4K - $25.4K
9.15K $1.11B
EFG
Msci Eafe Growth ETF

ETFs
1.14K
+ 20.21%
$96.83 - $106.88 $110K - $121K
6.76K $654M
EFV
Msci Eafe Value ETF

ETFs
1.96K
+ 18.17%
$51.78 - $57.15 $102K - $112K
12.8K $669M
META
Meta Platforms, Inc.

Communication Services
14
+ 0.47%
$554.08 - $632.68 $7.76K - $8.86K
2.98K $1.74B
OEF
Ishares S&P 100 ETF

ETFs
54
+ 2.93%
N/A
1.9K $549M
XLK
Technology Sector Spdr

ETFs
3
+ 0.06%
$220.26 - $241.44 $661 - $724
5.33K $1.24B
Activity Summary
Buys All Purchases 85 New Holdings 17 Increased Positions 68 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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