Lantern Wealth Advisors, LLC Sells in Q2 2024

Lantern Wealth Advisors, LLC

  • $138 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
-16.1K
- 61.15%
$53.63 - $79.56 $862K - $1.28M
10.2K $603M
NKE
Nike, Inc.

Consumer Cyclical
-104
- 0.84%
$75.37 - $97.18 $7.84K - $10.1K
12.3K $253M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.19K
- 25.0%
$497.53 - $549.64 $591K - $653K
3.56K $1.95B
CSCO
Cisco Systems, Inc.

Technology
-3.18K
- 20.86%
$45.52 - $50.04 $145K - $159K
12.1K $362M
BX
Blackstone Inc.

Financial Services
-779
- 2.06%
$116.13 - $132.0 $90.5K - $103K
37.1K $4.59B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-609
- 1.48%
$159.21 - $168.37 $97K - $103K
40.5K $6.66B
VZ
Verizon Communications Inc

Communication Services
-1.17K
- 9.09%
$38.6 - $42.84 $45.2K - $50.1K
11.7K $246M
MA
Mastercard Inc

Financial Services
-225
- 5.68%
$441.1 - $479.43 $99.2K - $108K
3.73K $1.65B
SCHW
Schwab Charles Corp

Financial Services
-300
- 0.68%
$70.03 - $78.9 $21K - $23.7K
43.9K $2.97B
SBUX
Starbucks Corp

Consumer Cyclical
-353
- 2.88%
$72.5 - $91.53 $25.6K - $32.3K
11.9K $926M
CMCSA
Comcast Corp

Communication Services
-915
- 2.58%
$36.9 - $42.28 $33.8K - $38.7K
34.6K $1.36B
AVUS
American Centy ETF Tr Avantis

ETFs
-2.58K
- 2.66%
$84.59 - $90.63 $218K - $233K
94.4K $8.51B
DIS
Walt Disney CO

Communication Services
-1.62K
- 23.18%
$99.29 - $122.82 $161K - $199K
5.37K $704M
MSFT
Microsoft Corp

Technology
-636
- 10.16%
$389.33 - $452.85 $248K - $288K
5.63K $2.51B
NSC
Norfolk Southern Corp

Industrials
-100
- 4.4%
$209.9 - $253.39 $21K - $25.3K
2.18K $467M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.08K
- 30.5%
$89.04 - $91.74 $96.3K - $99.3K
2.47K $225M
SPG
Simon Property Group Inc

Real Estate
-548
- 16.01%
$140.18 - $153.78 $76.8K - $84.3K
2.88K $436M
TTE
Total Energies Se

Energy
-1.25K
- 27.47%
$65.76 - $74.56 $82.2K - $93.2K
3.3K $220M
JPM
Jpmorgan Chase & CO

Financial Services
-601
- 4.26%
$180.08 - $204.79 $108K - $123K
13.5K $2.73B
CVX
Chevron Corp

Energy
-500
- 8.45%
$152.57 - $166.33 $76.3K - $83.2K
5.42K $848M
ABT
Abbott Laboratories

Healthcare
-250
- 4.84%
$100.73 - $112.44 $25.2K - $28.1K
4.91K $510M
SUI
Sun Communities Inc

Real Estate
-300
- 9.68%
$111.32 - $128.2 $33.4K - $38.5K
2.8K $337M
MRK
Merck & Co., Inc.

Healthcare
-323
- 13.63%
$123.8 - $132.96 $40K - $42.9K
2.05K $253M
IDXX
Idexx Laboratories Inc

Healthcare
-50
- 8.33%
$468.04 - $548.53 $23.4K - $27.4K
550 $268M
PFE
Pfizer Inc

Healthcare
-2.07K
- 13.8%
$25.26 - $29.6 $52.3K - $61.2K
12.9K $362M
APD
Air Products & Chemicals, Inc.

Basic Materials
-300
- 20.0%
$227.76 - $285.31 $68.3K - $85.6K
1.2K $310M
VIG
Vanguard Dividend Appreciation

ETFs
-280
- 5.22%
$173.33 - $185.29 $48.5K - $51.9K
5.08K $928M
PSX
Phillips 66

Energy
-22
- 1.03%
$135.85 - $172.71 $2.99K - $3.8K
2.11K $297M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1K
- 13.81%
$37.19 - $39.82 $37.2K - $39.8K
6.24K $240M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-307
- 12.4%
$102.13 - $110.88 $31.4K - $34K
2.17K $231M
XLE
Energy Sector Spdr

ETFs
-164
- 3.24%
$88.04 - $98.08 $14.4K - $16.1K
4.9K $447M
DGRO
Ishares Core Dividend Growth E

ETFs
-55
- 0.1%
$55.23 - $58.55 $3.04K - $3.22K
56K $3.23B
ETN
Eaton Corp PLC

Industrials
-100
- 2.44%
$303.02 - $340.89 $30.3K - $34.1K
4K $1.25B
MDXG
Mimedx Group, Inc.

Healthcare
-300
- 1.89%
$6.16 - $8.08 $1.85K - $2.42K
15.6K $108M
EFV
Msci Eafe Value ETF

ETFs
-112
- 2.37%
$52.34 - $56.41 $5.86K - $6.32K
4.61K $244M
HON
Honeywell International Inc

Industrials
-198
- 4.64%
$190.36 - $215.89 $37.7K - $42.7K
4.07K $868M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-61
- 1.49%
$100.13 - $100.67 $6.11K - $6.14K
4.03K $406M
IEMG
Ishares Inc

ETFs
-544
- 5.17%
$50.02 - $54.95 $27.2K - $29.9K
9.98K $534M
BAC
Bank Of America Corp

Financial Services
-1.23K
- 4.81%
$34.68 - $40.02 $42.6K - $49.1K
24.3K $967M
Aim ETF Products Trust
-331
- 1.93%
N/A
16.8K $499M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-250
- 3.21%
$68.02 - $75.26 $17K - $18.8K
7.53K $563M
META
Meta Platforms, Inc.

Communication Services
-49
- 1.66%
$430.17 - $527.34 $21.1K - $25.8K
2.9K $1.46B
XLK
Technology Sector Spdr

ETFs
-252
- 4.45%
$192.53 - $231.41 $48.5K - $58.3K
5.41K $1.22B
TJX
Tjx Companies Inc

Consumer Cyclical
-300
- 3.24%
$92.66 - $111.05 $27.8K - $33.3K
8.95K $985M
SPY
Spdr S&P 500 ETF Trust

ETFs
-46
- 1.34%
$495.16 - $548.49 $22.8K - $25.2K
3.39K $1.84B
NVS
Novartis Ag

Healthcare
-200
- 2.7%
$92.57 - $107.37 $18.5K - $21.5K
7.2K $767M
GOOG
Alphabet Inc.

Communication Services
-40
- 0.47%
$151.94 - $186.86 $6.08K - $7.47K
8.42K $1.55B
GOOGL
Alphabet Inc.

Communication Services
-360
- 2.18%
$150.53 - $185.41 $54.2K - $66.7K
16.2K $2.95B
AAPL
Apple Inc.

Technology
-610
- 1.53%
$165.0 - $216.67 $101K - $132K
39.3K $8.27B
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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