Lantern Wealth Advisors, LLC Reduced Holdings in Q3 2024

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-979
- 27.47%
$520.18 - $576.82 $509K - $565K
2.59K $1.49B
GOOGL
Alphabet Inc.

Communication Services
-426
- 2.64%
$148.65 - $191.18 $63.3K - $81.4K
15.7K $2.61B
DXCM
Dexcom Inc

Healthcare
-500
- 11.63%
$64.0 - $116.06 $32K - $58K
3.8K $255M
BAC
Bank Of America Corp

Financial Services
-5.64K
- 23.2%
$36.65 - $44.13 $207K - $249K
18.7K $741M
Aim ETF Products Trust
-7.37K
- 43.82%
N/A
9.45K $287M
AMZN
Amazon Com Inc

Consumer Cyclical
-65
- 0.37%
$161.02 - $200.0 $10.5K - $13K
17.7K $3.29B
NOW
Service Now, Inc.

Technology
-75
- 25.0%
$730.87 - $937.36 $54.8K - $70.3K
225 $201M
XLE
Energy Sector Spdr

ETFs
-133
- 2.71%
$84.35 - $93.39 $11.2K - $12.4K
4.77K $419M
XLK
Technology Sector Spdr

ETFs
-92
- 1.7%
$197.34 - $237.68 $18.2K - $21.9K
5.32K $1.2B
PFE
Pfizer Inc

Healthcare
-1.23K
- 9.53%
$27.7 - $31.39 $34.1K - $38.7K
11.7K $338M
DUK
Duke Energy Corp

Utilities
-702
- 15.19%
$99.35 - $117.71 $69.7K - $82.6K
3.92K $452M
TFC
Truist Financial Corp

Financial Services
-750
- 12.91%
$38.22 - $44.94 $28.7K - $33.7K
5.06K $216M
PRU
Prudential Financial Inc

Financial Services
-400
- 3.83%
$105.53 - $127.32 $42.2K - $50.9K
10.1K $1.22B
TXN
Texas Instruments Inc

Technology
-200
- 6.45%
$194.6 - $194.6 $38.9K - $38.9K
2.9K $599M
BOND
Pimco Active Bond Exchange Tra

ETFs
-133
- 5.4%
$90.01 - $95.32 $12K - $12.7K
2.33K $221M
XOM
Exxon Mobil Corp

Energy
-97
- 1.95%
$109.72 - $119.0 $10.6K - $11.5K
4.87K $571M
VIG
Vanguard Dividend Appreciation

ETFs
-348
- 6.85%
$182.15 - $182.15 $63.4K - $63.4K
4.74K $938M
VEU
Vanguard Ftse All World Ex Us

ETFs
-198
- 3.51%
$56.47 - $63.69 $11.2K - $12.6K
5.45K $343M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-69
- 3.18%
$105.53 - $118.34 $7.28K - $8.17K
2.1K $246M
SPG
Simon Property Group Inc

Real Estate
-100
- 3.48%
$146.09 - $170.11 $14.6K - $17K
2.78K $469M
NKE
Nike, Inc.

Consumer Cyclical
-33
- 0.27%
$71.09 - $89.44 $2.35K - $2.95K
12.2K $292M
VTI
Vanguard Total Stock Market Et

ETFs
-598
- 4.38%
$255.18 - $283.2 $153K - $169K
13.1K $3.7B
ABT
Abbott Laboratories

Healthcare
-1
- 0.02%
$100.07 - $118.13 $100 - $118
4.91K $560M
TSLA
Tesla, Inc.

Consumer Cyclical
-75
- 5.93%
$191.76 - $263.26 $14.4K - $19.7K
1.19K $311M
VNQ
Vanguard Specialized Funds Van

ETFs
-285
- 4.13%
$82.97 - $98.97 $23.6K - $28.2K
6.61K $644M
JNJ
Johnson & Johnson

Healthcare
-92
- 1.69%
$145.48 - $167.38 $13.4K - $15.4K
5.36K $869M
CAT
Caterpillar Inc

Industrials
-297
- 8.01%
$316.8 - $391.12 $94.1K - $116K
3.41K $1.33B
SBUX
Starbucks Corp

Consumer Cyclical
-1.15K
- 9.66%
$72.51 - $98.6 $83.4K - $113K
10.8K $1.05B
MDT
Medtronic PLC

Healthcare
-1
- 0.01%
$76.84 - $91.03 $76.8 - $91
10.9K $985M
SCHO
Schwab Short Term Us Treasury

ETFs
-27.7K
- 40.32%
$47.93 - $49.06 $1.33M - $1.36M
41K $2.01B
HD
Home Depot, Inc.

Consumer Cyclical
-85
- 2.12%
$333.64 - $405.2 $28.4K - $34.4K
3.93K $1.59B
NEE
Nextera Energy Inc

Utilities
-201
- 0.96%
$69.9 - $84.97 $14K - $17.1K
20.8K $1.75B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-71
- 1.03%
$405.19 - $478.57 $28.8K - $34K
6.85K $3.15B
AAPL
Apple Inc.

Technology
-26
- 0.07%
$207.23 - $234.82 $5.39K - $6.11K
39.2K $9.14B
BX
Blackstone Inc.

Financial Services
-1.23K
- 3.3%
$120.77 - $159.66 $148K - $196K
35.8K $5.49B
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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