Lantern Wealth Advisors, LLC Portfolio Holdings

Lantern Wealth Advisors, LLC

  • $154 Billion
  • Q4 2024

Lantern Wealth Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.9B, American Centy ETF Tr Avantis with a value of $8.15B, Invesco S&P 500 Equal Weight E with a value of $6.69B, Blackstone Inc. with a value of $6.19B, and American Centy ETF Tr Avantis with a value of $4.43B.

Examining the 13F form we can see an increase of $9.75B in the current position value, from $144B to 154B.

Lantern Wealth Advisors, LLC is based out at Melville, NY

Below you can find more details about Lantern Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $66.2 Billion
Technology: $20.9 Billion
Financial Services: $20.7 Billion
Consumer Cyclical: $9.8 Billion
Communication Services: $9.55 Billion
Healthcare: $8.26 Billion
Industrials: $5 Billion
Energy: $4.63 Billion
Other: $5.66 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$10.9 Billion 7.09% of portfolio
43,644
Q4 2024 Added 11.26%
$0
$8.15 Billion 5.29% of portfolio
84,068
Q4 2024 Reduced 11.46%
$0
$6.69 Billion 4.35% of portfolio
38,206
Q4 2024 Reduced 6.26%
$120B
$6.19 Billion 4.01% of portfolio
35,873
Q4 2024 Added 0.07%
$0
$4.43 Billion 2.88% of portfolio
45,890
Q4 2024 Reduced 7.31%
$0
$4.21 Billion 2.73% of portfolio
58,564
Q4 2024 Added 7.48%
$2.26T
$4.14 Billion 2.69% of portfolio
18,867
Q4 2024 Added 6.71%
$0
$3.79 Billion 2.46% of portfolio
13,069
Q4 2024 Added 0.04%
$0
$3.57 Billion 2.32% of portfolio
33,388
Q4 2024 Added 8.66%
$855B
$3.26 Billion 2.12% of portfolio
13,613
Q4 2024 Added 0.34%
$0
$3.21 Billion 2.08% of portfolio
52,316
Q4 2024 Reduced 6.96%
$176B
$3.18 Billion 2.06% of portfolio
46,540
Q4 2024 Added 0.31%
$1.16T
$3.1 Billion 2.01% of portfolio
16,383
Q4 2024 Added 4.14%
$0
$3.06 Billion 1.99% of portfolio
123,041
Q4 2024 Added 0.34%
$611B
$2.49 Billion 1.62% of portfolio
5,490
Q4 2024 Reduced 19.85%
$0
$2.47 Billion 1.6% of portfolio
66,534
Q4 2024 Added 0.98%
$347B
$2.39 Billion 1.55% of portfolio
13,469
Q4 2024 Added 1.1%
$0
$2.24 Billion 1.46% of portfolio
93,219
Q4 2024 Added 127.25%
$0
$2.22 Billion 1.44% of portfolio
70
Q4 2024 Reduced 98.12%
$543B
$1.97 Billion 1.28% of portfolio
3,743
Q4 2024 Added 0.05%
$1.72T
$1.74 Billion 1.13% of portfolio
2,976
Q4 2024 Added 0.47%
$447B
$1.73 Billion 1.13% of portfolio
12,915
Q4 2024 Added 0.77%
$1.2T
$1.67 Billion 1.08% of portfolio
8,747
Q4 2024 Added 2.62%
$0
$1.63 Billion 1.06% of portfolio
31,133
Q4 2024 Added 16.83%
$60.1B
$1.59 Billion 1.03% of portfolio
58,013
Q4 2024 Reduced 1.0%
$122B
$1.57 Billion 1.02% of portfolio
6,787
Q4 2024 Reduced 6.05%
$139B
$1.57 Billion 1.02% of portfolio
21,939
Q4 2024 Added 5.73%
$396B
$1.55 Billion 1.01% of portfolio
3,995
Q4 2024 Added 1.71%
$156B
$1.55 Billion 1.0% of portfolio
4,400
Q4 2024 Reduced 0.25%
$0
$1.47 Billion 0.96% of portfolio
2,504
Q4 2024 Reduced 3.13%
$95.3B
$1.47 Billion 0.96% of portfolio
26,032
Q4 2024 Added 77.33%
$0
$1.45 Billion 0.94% of portfolio
61,751
Q4 2024 Reduced 2.24%
$143B
$1.34 Billion 0.87% of portfolio
4,038
Q4 2024 Added 0.95%
$142B
$1.32 Billion 0.86% of portfolio
35,162
Q4 2024 Reduced 0.75%
$226B
$1.24 Billion 0.81% of portfolio
3,430
Q4 2024 Added 0.62%
$0
$1.24 Billion 0.8% of portfolio
5,325
Q4 2024 Added 0.06%
$38.7B
$1.2 Billion 0.78% of portfolio
10,117
Q4 2024 Added 0.63%
$153B
$1.11 Billion 0.72% of portfolio
9,150
Q4 2024 Added 2.23%
$0
$1.09 Billion 0.71% of portfolio
6,120
Q4 2024 Added 35.94%
$0
$1.08 Billion 0.7% of portfolio
5,510
Q4 2024 Added 16.37%
$0
$1.03 Billion 0.67% of portfolio
10,126
Q4 2024 Reduced 1.69%
$103B
$980 Million 0.64% of portfolio
10,742
Q4 2024 Reduced 0.07%
$53B
$980 Million 0.64% of portfolio
4,661
Q4 2024 Added 0.24%
$147B
$913 Million 0.59% of portfolio
4,043
Q4 2024 Reduced 0.59%
$364B
$899 Million 0.58% of portfolio
20,458
Q4 2024 Added 9.59%
$95.2B
$878 Million 0.57% of portfolio
20,696
Q3 2024 Added 76.95%
$0
$867 Million 0.56% of portfolio
16,908
Q4 2024 Reduced 0.95%
$299B
$804 Million 0.52% of portfolio
5,548
Q4 2024 Added 2.36%
$119B
$756 Million 0.49% of portfolio
9,469
Q4 2024 Reduced 13.42%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $154 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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