Lantern Wealth Advisors, LLC Reduced Holdings in Q2 2025

Lantern Wealth Advisors, LLC

  • $168 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.87K
- 18.03%
$172.42 - $223.89 $1.36M - $1.76M
35.8K $7.34B
AVUV
American Centy ETF Tr Avantis

ETFs
-4.74K
- 10.32%
$75.17 - $91.21 $356K - $432K
41.2K $3.75B
GOOGL
Alphabet Inc.

Communication Services
-989
- 6.04%
$144.7 - $178.6 $143K - $177K
15.4K $2.64B
NVS
Novartis Ag

Healthcare
-4.3K
- 59.72%
$101.96 - $121.01 $438K - $520K
2.9K $351M
GOOG
Alphabet Inc.

Communication Services
-1.18K
- 13.49%
$146.58 - $180.01 $173K - $212K
7.57K $1.34B
VIG
Vanguard Dividend Appreciation

ETFs
-1.58K
- 28.62%
N/A
3.93K $805M
EFG
Msci Eafe Growth ETF

ETFs
-3.33K
- 49.24%
$89.8 - $112.0 $299K - $373K
3.43K $384M
CSCO
Cisco Systems, Inc.

Technology
-1.14K
- 8.98%
$53.19 - $69.38 $60.6K - $79.1K
11.6K $274M
IVV
Ishares Core S&P 500 ETF

ETFs
-442
- 17.65%
$498.8 - $620.9 $220K - $274K
2.06K $1.28B
BAC
Bank Of America Corp

Financial Services
-5.46K
- 26.67%
$34.39 - $47.46 $188K - $259K
15K $710M
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 0.33%
$335.24 - $380.78 $4.36K - $4.95K
3.98K $1.46B
VT
Vanguard Total World Stk Index

ETFs
-1.17K
- 22.79%
$103.16 - $128.52 $121K - $150K
3.96K $509M
APD
Air Products & Chemicals, Inc.

Basic Materials
-276
- 21.63%
$248.61 - $294.96 $68.6K - $81.4K
1K $282M
IYW
Ishares Dj Us Tech ETF

ETFs
-705
- 21.5%
$122.57 - $173.27 $86.4K - $122K
2.57K $446M
DEO
Diageo PLC

Consumer Defensive
-52
- 2.31%
$99.86 - $115.75 $5.19K - $6.02K
2.2K $222M
ETN
Eaton Corp PLC

Industrials
-438
- 10.85%
$246.52 - $356.99 $108K - $156K
3.6K $1.29B
FNDX
Schwab Fundamental U S Large C

ETFs
-2.3K
- 9.43%
$20.84 - $24.54 $48K - $56.5K
22.1K $543M
XOM
Exxon Mobil Corp

Energy
-277
- 5.52%
$99.93 - $119.04 $27.7K - $33K
4.74K $511M
D
Dominion Energy, Inc

Utilities
-769
- 13.32%
$49.66 - $58.0 $38.2K - $44.6K
5.01K $283M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-69
- 3.26%
$90.56 - $109.49 $6.25K - $7.55K
2.05K $224M
PG
Procter & Gamble CO

Consumer Defensive
-31
- 2.34%
$157.66 - $172.39 $4.89K - $5.34K
1.29K $206M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-569
- 7.5%
$68.32 - $85.57 $38.9K - $48.7K
7.01K $600M
EPD
Enterprise Products Partners L.P.

Energy
-193
- 1.83%
$28.95 - $34.22 $5.59K - $6.6K
10.4K $321M
ABCL
Ab Cellera Biologics Inc.

Healthcare
-3K
- 16.67%
$1.93 - $3.8 $5.79K - $11.4K
15K $51.5M
XLF
Financial Sector Spdr

ETFs
-180
- 4.21%
$43.92 - $52.37 $7.91K - $9.43K
4.1K $214M
NSC
Norfolk Southern Corp

Industrials
-145
- 6.49%
$206.34 - $257.46 $29.9K - $37.3K
2.09K $535M
CCI
Crown Castle International Corp

Real Estate
-181
- 6.75%
$94.83 - $107.06 $17.2K - $19.4K
2.5K $257M
KO
Coca Cola CO

Consumer Defensive
-144
- 4.36%
$68.37 - $73.9 $9.85K - $10.6K
3.16K $223M
JNJ
Johnson & Johnson

Healthcare
-105
- 2.04%
$146.36 - $159.82 $15.4K - $16.8K
5.05K $772M
IVW
Ishares S&P 500 Growth ETF

ETFs
-525
- 5.18%
$82.96 - $110.1 $43.6K - $57.8K
9.6K $1.06B
MDT
Medtronic PLC

Healthcare
-159
- 1.68%
$80.68 - $88.86 $12.8K - $14.1K
9.31K $812M
KMI
Kinder Morgan, Inc.

Energy
-888
- 1.53%
$25.21 - $29.4 $22.4K - $26.1K
57.1K $1.68B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-148
- 2.7%
$483.48 - $539.8 $71.6K - $79.9K
5.34K $2.59B
AVGO
Broadcom Inc.

Technology
-481
- 7.09%
$146.29 - $275.65 $70.4K - $133K
6.31K $1.74B
NVDA
Nvidia Corp

Technology
-823
- 6.37%
$94.31 - $157.99 $77.6K - $130K
12.1K $1.91B
NFLX
Netflix Inc

Communication Services
-132
- 15.77%
$855.86 - $1339.13 $113K - $177K
705 $944M
META
Meta Platforms, Inc.

Communication Services
-325
- 10.92%
$484.66 - $738.09 $158K - $240K
2.65K $1.96B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.04K
- 3.07%
$35.9 - $43.76 $73.3K - $89.4K
64.5K $2.79B
DFAX
Dimensional ETF Tr
-7.92K
- 6.44%
$23.37 - $29.39 $185K - $233K
115K $3.38B
JPM
Jpmorgan Chase & CO

Financial Services
-353
- 2.59%
$210.28 - $289.91 $74.2K - $102K
13.3K $3.84B
Activity Summary
Buys All Purchases 92 New Holdings 30 Increased Positions 62 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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