Lantern Wealth Advisors, LLC Purchases and Sells in Q3 2025

Lantern Wealth Advisors, LLC

$189 Billion
Q3 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	1.51K + 3.57%	$211.65 - $238.24 $320K - $360K	43.8K $9.62B
AAPL	3.51K + 9.81%	$202.38 - $256.87 $711K - $902K	39.3K $10B
SCHW	114 + 0.19%	$91.03 - $98.69 $10.4K - $11.3K	60.3K $5.73B
AVUV	11.3K + 27.46%	$90.37 - $102.12 $1.02M - $1.15M	52.5K $5.22B
GOOGL	10K + 65.23%	$174.36 - $254.72 $1.75M - $2.56M	25.4K $3.7B
CSCO	1.18K + 10.16%	$66.2 - $71.79 $77.8K - $84.4K	12.7K $871M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVEM	7.67K New	$68.33 - $75.41 $524K - $578K	7.67K $576M
MCD	1.89K New	$291.67 - $316.99 $552K - $599K	1.89K $575M
BLACKROCK ETF TRUST	12.2K New	N/A	12.2K $416M
VYM	2.81K New	$132.9 - $142.03 $374K - $399K	2.81K $396M
COST	358 New	$915.95 - $994.57 $328K - $356K	358 $331M
SPLG	4.19K New	$72.65 - $78.68 $305K - $330K	4.19K $329M

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	-2.32K - 42.76%	$250.97 - $282.66 $581K - $655K	3.1K $874M
IEMG	-5.71K - 33.1%	N/A	11.5K $761M
LLY	-281 - 20.01%	$625.65 - $812.69 $176K - $228K	1.12K $857M
OEF	-959 - 29.96%	N/A	2.24K $746M
AVGO	-1.69K - 26.75%	$264.74 - $369.57 $447K - $623K	4.62K $1.52B
CMCSA	-399 - 0.85%	$31.41 - $36.33 $12.5K - $14.5K	46.3K $1.46B

Activity Summary All Purchases 93 New Holdings 26 Increased Positions 67 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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