Lantern Wealth Advisors, LLC Purchases and Sells in Q2 2025

Lantern Wealth Advisors, LLC

$168 Billion
Q2 2025

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	4.66K + 5.55%	$81.38 - $100.82 $379K - $470K	88.7K $8.95B
DIS	5.33K + 84.4%	$81.72 - $124.01 $436K - $661K	11.7K $1.45B
SCHW	13.6K + 29.33%	$69.06 - $91.24 $943K - $1.25M	60.2K $3.91B
MSFT	521 + 8.95%	$354.56 - $497.45 $185K - $259K	6.34K $3.15B
BND	7.82K + 13.35%	$72.02 - $73.82 $563K - $577K	66.4K $4.89B
TJX	5K + 54.64%	$119.13 - $135.03 $596K - $675K	14.2K $1.75B

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CPRT	28K New	$47.72 - $63.84 $1.34M - $1.79M	28K $1.37B
LLY	1.4K New	$713.71 - $898.95 $1M - $1.26M	1.4K $1.09B
CAPITAL GROUP GLOBAL EQUITY	24.3K New	N/A	24.3K $710M
CAPITAL GROUP CORE BALANCED	18.2K New	N/A	18.2K $609M
HWM	2.66K New	$112.33 - $186.13 $299K - $495K	2.66K $495M
BLACKROCK ETF TRUST	12.6K New	N/A	12.6K $447M

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-7.87K - 18.03%	$172.42 - $223.89 $1.36M - $1.76M	35.8K $7.34B
AVUV	-4.74K - 10.32%	$75.17 - $91.21 $356K - $432K	41.2K $3.75B
GOOGL	-989 - 6.04%	$144.7 - $178.6 $143K - $177K	15.4K $2.64B
NVS	-4.3K - 59.72%	$101.96 - $121.01 $438K - $520K	2.9K $351M
GOOG	-1.18K - 13.49%	$146.58 - $180.01 $173K - $212K	7.57K $1.34B
VIG	-1.58K - 28.62%	N/A	3.93K $805M

Activity Summary All Purchases 92 New Holdings 30 Increased Positions 62 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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