Lantern Wealth Advisors, LLC Purchases and Sells in Q4 2024

Lantern Wealth Advisors, LLC

$154 Billion
Q4 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAX	420 + 0.34%	$24.76 - $27.04 $10.4K - $11.4K	123K $3.06B
AAPL	4.42K + 11.26%	$221.69 - $259.02 $979K - $1.14M	43.6K $10.9B
AMZN	1.19K + 6.71%	$180.88 - $232.93 $215K - $276K	18.9K $4.14B
BMY	11.4K + 77.33%	$51.92 - $59.94 $589K - $680K	26K $1.47B
BX	24 + 0.07%	$148.45 - $199.05 $3.56K - $4.78K	35.9K $6.19B
GOOGL	651 + 4.14%	$161.86 - $196.66 $105K - $128K	16.4K $3.1B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCC	42.3K New	N/A	42.3K $640M
IYW	3.28K New	$148.14 - $166.23 $486K - $545K	3.28K $523M
VTV	244 New	$168.32 - $181.87 $41.1K - $44.4K	244 $413M
ANGL	12.7K New	$28.6 - $29.27 $364K - $372K	12.7K $364M
BKLC	3.07K New	$108.0 - $116.52 $332K - $358K	3.07K $344M
VV	1.17K New	$260.27 - $280.65 $305K - $328K	1.17K $316M

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	-10.9K - 11.46%	$94.36 - $102.06 $1.03M - $1.11M	84.1K $8.15B
BRK-B	-1.36K - 19.85%	$442.29 - $483.08 $602K - $657K	5.49K $2.49B
RSP	-2.55K - 6.26%	$174.22 - $187.62 $444K - $478K	38.2K $6.69B
AVUV	-3.62K - 7.31%	$94.37 - $106.41 $341K - $385K	45.9K $4.43B
DGRO	-3.91K - 6.96%	$60.73 - $64.94 $238K - $254K	52.3K $3.21B
MDT	-1.47K - 13.42%	$79.61 - $92.24 $117K - $135K	9.47K $756M

Activity Summary All Purchases 85 New Holdings 17 Increased Positions 68 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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