Lantern Wealth Advisors, LLC Reduced Holdings in Q4 2024

Lantern Wealth Advisors, LLC

  • $154 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
-10.9K
- 11.46%
$94.36 - $102.06 $1.03M - $1.11M
84.1K $8.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.36K
- 19.85%
$442.29 - $483.08 $602K - $657K
5.49K $2.49B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.55K
- 6.26%
$174.22 - $187.62 $444K - $478K
38.2K $6.69B
AVUV
American Centy ETF Tr Avantis

ETFs
-3.62K
- 7.31%
$94.37 - $106.41 $341K - $385K
45.9K $4.43B
DGRO
Ishares Core Dividend Growth E

ETFs
-3.91K
- 6.96%
$60.73 - $64.94 $238K - $254K
52.3K $3.21B
MDT
Medtronic PLC

Healthcare
-1.47K
- 13.42%
$79.61 - $92.24 $117K - $135K
9.47K $756M
CMCSA
Comcast Corp

Communication Services
-265
- 0.75%
$37.39 - $45.14 $9.91K - $12K
35.2K $1.32B
JNJ
Johnson & Johnson

Healthcare
-203
- 3.79%
$143.34 - $165.86 $29.1K - $33.7K
5.16K $746M
SUI
Sun Communities Inc

Real Estate
-500
- 15.15%
$119.89 - $139.05 $59.9K - $69.5K
2.8K $344M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-338
- 5.26%
$87.1 - $98.49 $29.4K - $33.3K
6.09K $532M
IEMG
Ishares Inc

ETFs
-544
- 4.91%
N/A
10.5K $550M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.42K
- 2.24%
$23.29 - $23.93 $33K - $33.9K
61.8K $1.45B
SBUX
Starbucks Corp

Consumer Cyclical
-8
- 0.07%
$87.44 - $102.5 $700 - $820
10.7K $980M
VNQ
Vanguard Specialized Funds Van

ETFs
-1
- 0.02%
$87.85 - $98.6 $87.9 - $98.6
6.61K $589M
XLE
Energy Sector Spdr

ETFs
-211
- 4.43%
$83.32 - $97.27 $17.6K - $20.5K
4.56K $390M
IVV
Ishares Core S&P 500 ETF

ETFs
-81
- 3.13%
$570.51 - $610.59 $46.2K - $49.5K
2.5K $1.47B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-82
- 1.07%
$51.09 - $55.27 $4.19K - $4.53K
7.55K $386M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7
- 0.12%
$45.07 - $47.1 $315 - $330
5.77K $261M
ACN
Accenture PLC

Technology
-11
- 0.25%
$343.9 - $376.86 $3.78K - $4.15K
4.4K $1.55B
ABCL
Ab Cellera Biologics Inc.

Healthcare
-5.3K
- 22.75%
$2.48 - $3.15 $13.1K - $16.7K
18K $52.7M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-2
- 0.03%
$77.98 - $84.06 $156 - $168
7.58K $613M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-163
- 0.95%
$49.03 - $53.35 $7.99K - $8.7K
16.9K $867M
DIS
Walt Disney CO

Communication Services
-625
- 9.0%
$92.39 - $117.6 $57.7K - $73.5K
6.32K $704M
IVW
Ishares S&P 500 Growth ETF

ETFs
-174
- 1.69%
$94.43 - $105.47 $16.4K - $18.4K
10.1K $1.03B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-103
- 7.47%
$173.13 - $258.09 $17.8K - $26.6K
1.28K $294M
HON
Honeywell International Inc

Industrials
-24
- 0.59%
$202.84 - $236.0 $4.87K - $5.66K
4.04K $913M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.65K
- 98.12%
$567.81 - $607.81 $2.07M - $2.22M
70 $2.22B
TSLA
Tesla, Inc.

Consumer Cyclical
-150
- 12.62%
$213.65 - $479.86 $32K - $72K
1.04K $420M
KMI
Kinder Morgan, Inc.

Energy
-587
- 1.0%
$22.59 - $28.54 $13.3K - $16.8K
58K $1.59B
AVGO
Broadcom Inc.

Technology
-437
- 6.05%
$159.67 - $250.0 $69.8K - $109K
6.79K $1.57B
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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