Lantern Wealth Advisors, LLC Incresed Positions in Q3 2024

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
210
+ 0.52%
$162.83 - $179.16 $34.2K - $37.6K
40.8K $7.3B
AVUS
American Centy ETF Tr Avantis

ETFs
570
+ 0.6%
$86.27 - $95.15 $49.2K - $54.2K
94.9K $9.03B
AVUV
American Centy ETF Tr Avantis

ETFs
2.16K
+ 4.56%
$88.24 - $99.7 $191K - $215K
49.5K $4.75B
ENB
Enbridge Inc

Energy
9K
+ 76.95%
$35.27 - $41.18 $317K - $371K
20.7K $840M
EFV
Msci Eafe Value ETF

ETFs
6.18K
+ 134.13%
$51.72 - $57.96 $320K - $358K
10.8K $621M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.56K
+ 52.91%
$84.77 - $97.13 $302K - $346K
10.3K $986M
EFG
Msci Eafe Growth ETF

ETFs
2.89K
+ 105.6%
$96.84 - $108.77 $280K - $314K
5.62K $605M
ACN
Accenture PLC

Technology
298
+ 7.25%
$295.44 - $355.81 $88K - $106K
4.41K $1.56B
DGRO
Ishares Core Dividend Growth E

ETFs
232
+ 0.41%
$57.47 - $62.76 $13.3K - $14.6K
56.2K $3.53B
SPY
Spdr S&P 500 ETF Trust

ETFs
330
+ 9.73%
$517.38 - $573.86 $171K - $189K
3.72K $2.13B
LQD
Ishares Iboxx $ Investment Gra

ETFs
230
+ 0.75%
$106.11 - $113.72 $24.4K - $26.2K
30.7K $3.47B
MA
Mastercard Inc

Financial Services
7
+ 0.19%
$429.6 - $500.99 $3.01K - $3.51K
3.74K $1.85B
BMY
Bristol Myers Squibb CO

Healthcare
1.2K
+ 8.92%
$39.66 - $51.75 $47.7K - $62.2K
14.7K $760M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.73K
+ 36.8%
$89.91 - $101.33 $155K - $175K
6.42K $630M
BND
Vanguard Bd Index Fd Inc Total

ETFs
385
+ 0.71%
$71.45 - $75.64 $27.5K - $29.1K
54.5K $4.09B
SHOP
Shopify Inc.

Technology
1K
+ 16.81%
$52.26 - $80.75 $52.3K - $80.8K
6.95K $557M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
2.17K
+ 8.86%
$51.45 - $52.96 $112K - $115K
26.6K $1.41B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.55K
+ 5.95%
$23.04 - $24.06 $81.8K - $85.4K
63.2K $1.52B
OEF
Ishares S&P 100 ETF

ETFs
404
+ 28.02%
$266.03 - $266.03 $107K - $107K
1.85K $511M
JPM
Jpmorgan Chase & CO

Financial Services
57
+ 0.42%
$194.9 - $224.8 $11.1K - $12.8K
13.6K $2.86B
CMCSA
Comcast Corp

Communication Services
825
+ 2.38%
$37.33 - $41.78 $30.8K - $34.5K
35.4K $1.48B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.67K
+ 39.81%
$56.04 - $62.99 $93.5K - $105K
5.86K $358M
SUI
Sun Communities Inc

Real Estate
500
+ 17.86%
$117.46 - $147.6 $58.7K - $73.8K
3.3K $446M
SCHG
Schwab Strategic Tr Us Large C

ETFs
830
+ 16.55%
$92.63 - $105.69 $76.9K - $87.7K
5.85K $609M
IEMG
Ishares Inc

ETFs
1.1K
+ 11.06%
$53.64 - $53.64 $59.2K - $59.2K
11.1K $636M
QUAL
Ishares Msci Usa Quality Facto

ETFs
370
+ 8.95%
$162.64 - $179.3 $60.2K - $66.3K
4.5K $807M
AVGO
Broadcom Inc.

Technology
6.5K
+ 900.55%
$136.27 - $1745.86 $886K - $11.4M
7.22K $1.25B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
573
+ 10.27%
$77.02 - $85.06 $44.1K - $48.7K
6.15K $520M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
820
+ 5.05%
$44.24 - $49.47 $36.3K - $40.6K
17.1K $845M
FNDX
Schwab Fundamental U S Large C

ETFs
654
+ 10.04%
$65.36 - $71.76 $42.7K - $46.9K
7.17K $514M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.16K
+ 25.08%
$44.83 - $47.42 $52K - $55K
5.78K $272M
D
Dominion Energy, Inc

Utilities
209
+ 3.87%
$48.01 - $58.53 $10K - $12.2K
5.61K $324M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
370
+ 5.09%
$48.51 - $52.86 $17.9K - $19.6K
7.63K $404M
NVDA
Nvidia Corp

Technology
596
+ 4.88%
$98.91 - $134.91 $59K - $80.4K
12.8K $1.56B
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.09%
$66.91 - $81.4 $201 - $244
3.52K $284M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
430
+ 11.98%
$60.84 - $67.51 $26.2K - $29K
4.02K $271M
VT
Vanguard Total World Stk Index

ETFs
18
+ 0.35%
$107.72 - $119.96 $1.94K - $2.16K
5.09K $610M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
50
+ 0.66%
$71.01 - $78.81 $3.55K - $3.94K
7.58K $598M
NFLX
Netflix Inc

Communication Services
5
+ 0.6%
$598.55 - $722.26 $2.99K - $3.61K
835 $592M
VZ
Verizon Communications Inc

Communication Services
230
+ 1.97%
$38.89 - $45.0 $8.94K - $10.4K
11.9K $278M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
28
+ 2.07%
$138.85 - $182.81 $3.89K - $5.12K
1.38K $244M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.21%
$523.84 - $572.02 $524 - $572
477 $272M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1
+ 0.02%
$36.98 - $41.55 $37 - $41.6
6.24K $257M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.21%
$475.2 - $527.7 $475 - $528
474 $250M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19
+ 0.78%
$96.25 - $101.98 $1.83K - $1.94K
2.44K $247M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
41
+ 1.02%
$100.09 - $100.69 $4.1K - $4.13K
4.07K $410M
MRK
Merck & Co., Inc.

Healthcare
35
+ 1.71%
$111.15 - $128.97 $3.89K - $4.51K
2.08K $237M
PSX
Phillips 66

Energy
18
+ 0.85%
$125.0 - $147.17 $2.25K - $2.65K
2.13K $279M
DIS
Walt Disney CO

Communication Services
1.57K
+ 29.23%
$85.6 - $98.61 $134K - $155K
6.95K $668M
Activity Summary
Buys All Purchases 61 New Holdings 5 Increased Positions 56 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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