Lantern Wealth Advisors, LLC Incresed Positions in Q2 2024

Lantern Wealth Advisors, LLC

  • $138 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
11K
+ 921.74%
$118.11 - $1224.4 $1.3M - $13.5M
12.2K $1.51B
NEE
Nextera Energy Inc

Utilities
4K
+ 23.6%
$61.7 - $80.02 $247K - $320K
21K $1.48B
VTI
Vanguard Total Stock Market Et

ETFs
1.05K
+ 8.33%
$245.23 - $269.4 $257K - $283K
13.7K $3.65B
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 0.57%
$173.67 - $197.85 $17.4K - $19.8K
17.7K $3.43B
AVGO
Broadcom Inc.

Technology
2
+ 0.28%
$1204.71 - $1828.87 $2.41K - $3.66K
722 $1.16B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.45K
+ 27.48%
$79.31 - $93.31 $115K - $135K
6.74K $623M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.56K
+ 18.69%
$42.0 - $47.28 $107K - $121K
16.3K $763M
KMI
Kinder Morgan, Inc.

Energy
1.5K
+ 2.63%
$17.69 - $20.11 $26.5K - $30.2K
58.6K $1.16B
QUAL
Ishares Msci Usa Quality Facto

ETFs
499
+ 13.74%
$154.56 - $173.19 $77.1K - $86.4K
4.13K $706M
IYW
Ishares Dj Us Tech ETF

ETFs
369
+ 12.72%
$124.75 - $153.46 $46K - $56.6K
3.27K $492M
OEF
Ishares S&P 100 ETF

ETFs
257
+ 21.69%
$234.68 - $265.99 $60.3K - $68.4K
1.44K $381M
TLT
Ishares Barclays 20+ Year Trea

ETFs
786
+ 20.1%
$87.78 - $94.67 $69K - $74.4K
4.7K $431M
NFLX
Netflix Inc

Communication Services
1
+ 0.12%
$550.64 - $686.12 $551 - $686
830 $560M
SCHG
Schwab Strategic Tr Us Large C

ETFs
108
+ 2.2%
$87.04 - $101.61 $9.4K - $11K
5.02K $506M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
627
+ 17.59%
$55.18 - $59.2 $34.6K - $37.1K
4.19K $248M
EFG
Msci Eafe Growth ETF

ETFs
352
+ 14.78%
$97.17 - $106.25 $34.2K - $37.4K
2.73K $281M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
861
+ 13.45%
$47.37 - $50.09 $40.8K - $43.1K
7.26K $354M
BND
Vanguard Bd Index Fd Inc Total

ETFs
846
+ 1.59%
$70.55 - $72.66 $59.7K - $61.5K
54.1K $3.9B
WMT
Walmart Inc.

Consumer Defensive
9
+ 0.26%
$58.85 - $68.9 $530 - $620
3.52K $238M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
419
+ 1.74%
$51.14 - $51.64 $21.4K - $21.6K
24.5K $1.26B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.16%
$414.65 - $485.21 $415 - $485
614 $294M
DUK
Duke Energy Corp

Utilities
7
+ 0.15%
$92.87 - $104.6 $650 - $732
4.62K $463M
VT
Vanguard Total World Stk Index

ETFs
25
+ 0.5%
$104.94 - $113.51 $2.62K - $2.84K
5.07K $572M
DFAX
Dimensional ETF Tr
526
+ 0.43%
$24.57 - $26.36 $12.9K - $13.9K
122K $3.09B
FNDX
Schwab Fundamental U S Large C

ETFs
45
+ 0.7%
$63.87 - $67.55 $2.87K - $3.04K
6.51K $436M
VEU
Vanguard Ftse All World Ex Us

ETFs
5
+ 0.09%
$56.22 - $60.47 $281 - $302
5.65K $331M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20
+ 0.83%
$95.11 - $97.92 $1.9K - $1.96K
2.42K $235M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
571
+ 0.97%
$22.82 - $23.32 $13K - $13.3K
59.6K $1.38B
D
Dominion Energy, Inc

Utilities
11
+ 0.2%
$46.86 - $53.94 $515 - $593
5.4K $265M
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
143
+ 1.05%
$2.5 - $2.78 $358 - $398
13.8K $36.9M
XOM
Exxon Mobil Corp

Energy
4
+ 0.08%
$108.36 - $122.2 $433 - $489
4.97K $572M
LQD
Ishares Iboxx $ Investment Gra

ETFs
420
+ 1.4%
$104.54 - $108.46 $43.9K - $45.6K
30.5K $3.27B
VNQ
Vanguard Specialized Funds Van

ETFs
14
+ 0.2%
$78.61 - $85.97 $1.1K - $1.2K
6.89K $577M
IQLT
Ishares Msci Intl Quality Fact

ETFs
384
+ 0.59%
$37.62 - $40.69 $14.4K - $15.6K
65.4K $2.55B
ABCL
Ab Cellera Biologics Inc.

Healthcare
750
+ 3.33%
$2.73 - $4.73 $2.05K - $3.55K
23.3K $69M
JNJ
Johnson & Johnson

Healthcare
10
+ 0.18%
$144.38 - $157.78 $1.44K - $1.58K
5.45K $797M
DXCM
Dexcom Inc

Healthcare
200
+ 4.88%
$110.31 - $140.45 $22.1K - $28.1K
4.3K $488M
SCHO
Schwab Short Term Us Treasury

ETFs
28.4K
+ 70.28%
$47.75 - $48.13 $1.35M - $1.37M
68.7K $1.86B
BMY
Bristol Myers Squibb CO

Healthcare
1.43K
+ 11.89%
$40.25 - $52.99 $57.6K - $75.9K
13.5K $560M
CAT
Caterpillar Inc

Industrials
2
+ 0.05%
$321.47 - $379.3 $643 - $759
3.71K $1.23B
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.02%
$325.1 - $368.03 $325 - $368
4.01K $1.38B
AVUV
American Centy ETF Tr Avantis

ETFs
133
+ 0.28%
$86.93 - $93.77 $11.6K - $12.5K
47.3K $4.25B
ACN
Accenture PLC

Technology
1
+ 0.02%
$281.76 - $339.17 $282 - $339
4.11K $1.25B
Activity Summary
Buys All Purchases 55 New Holdings 11 Increased Positions 44 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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