Lantern Wealth Advisors, LLC Incresed Positions 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
GOOGL
Alphabet Inc.

Communication Services
651
+ 4.14%
$161.86 - $196.66 $105K - $128K
16.4K $3.1B
SCHW
Schwab Charles Corp

Financial Services
144
+ 0.31%
$63.31 - $82.85 $9.12K - $11.9K
46.5K $3.18B
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 0.34%
$205.18 - $250.29 $9.44K - $11.5K
13.6K $3.26B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.62K
+ 35.94%
$176.42 - $186.91 $285K - $302K
6.12K $1.09B
GOOG
Alphabet Inc.

Communication Services
223
+ 2.62%
$163.08 - $198.16 $36.4K - $44.2K
8.75K $1.67B
SCHO
Schwab Short Term Us Treasury

ETFs
52.2K
+ 127.25%
$24.06 - $48.88 $1.26M - $2.55M
93.2K $2.24B
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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
650
+ 72.22%
$396.64 - $516.74 $258K - $336K
1.55K $624M
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
Blackrock ETF Trust Ii
722
+ 17.92%
N/A
4.75K $247M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
350
+ 8.71%
$66.77 - $71.52 $23.4K - $25K
4.37K $301M
MSFT
Microsoft Corp

Technology
181
+ 3.21%
$406.35 - $454.46 $73.5K - $82.3K
5.82K $2.45B
TFC
Truist Financial Corp

Financial Services
412
+ 8.14%
$41.51 - $48.1 $17.1K - $19.8K
5.47K $237M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.16%
$481.22 - $538.17 $481 - $538
615 $315M
ETN
Eaton Corp PLC

Industrials
38
+ 0.95%
$326.96 - $377.52 $12.4K - $14.3K
4.04K $1.34B
APD
Air Products & Chemicals, Inc.

Basic Materials
76
+ 6.33%
$285.5 - $335.62 $21.7K - $25.5K
1.28K $370M
MRK
Merck & Co., Inc.

Healthcare
412
+ 19.79%
$96.31 - $114.76 $39.7K - $47.3K
2.49K $248M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.63%
$521.84 - $558.82 $1.57K - $1.68K
477 $257M
CVX
Chevron Corp

Energy
128
+ 2.36%
$141.15 - $162.53 $18.1K - $20.8K
5.55K $804M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.21%
$563.99 - $620.12 $564 - $620
478 $273M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.8K
+ 208.83%
$26.93 - $84.95 $346K - $1.09M
19K $519M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3
+ 0.07%
$100.22 - $100.73 $301 - $302
4.08K $409M
ABT
Abbott Laboratories

Healthcare
26
+ 0.53%
$111.93 - $119.39 $2.91K - $3.1K
4.94K $558M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15
+ 0.71%
$113.92 - $127.38 $1.71K - $1.91K
2.11K $244M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4
+ 0.38%
$238.25 - $261.28 $953 - $1.05K
1.06K $257M
PFE
Pfizer Inc

Healthcare
882
+ 7.54%
$24.8 - $30.19 $21.9K - $26.6K
12.6K $334M
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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