Lantern Wealth Advisors, LLC Purchases in Q3 2025

Lantern Wealth Advisors, LLC

  • $189 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 3.57%
$211.65 - $238.24 $320K - $360K
43.8K $9.62B
AAPL
Apple Inc.

Technology
3.51K
+ 9.81%
$202.38 - $256.87 $711K - $902K
39.3K $10B
SCHW
Schwab Charles Corp

Financial Services
114
+ 0.19%
$91.03 - $98.69 $10.4K - $11.3K
60.3K $5.73B
AVUV
American Centy ETF Tr Avantis

ETFs
11.3K
+ 27.46%
$90.37 - $102.12 $1.02M - $1.15M
52.5K $5.22B
GOOGL
Alphabet Inc.

Communication Services
10K
+ 65.23%
$174.36 - $254.72 $1.75M - $2.56M
25.4K $3.7B
CSCO
Cisco Systems, Inc.

Technology
1.18K
+ 10.16%
$66.2 - $71.79 $77.8K - $84.4K
12.7K $871M
AVEM
American Centy ETF Tr Avantis

ETFs
7.67K
New
$68.33 - $75.41 $524K - $578K
7.67K $576M
MCD
Mcdonalds Corp

Consumer Cyclical
1.89K
New
$291.67 - $316.99 $552K - $599K
1.89K $575M
NKE
Nike, Inc.

Consumer Cyclical
67
+ 0.53%
$69.24 - $79.24 $4.64K - $5.31K
12.8K $878M
GOOG
Alphabet Inc.

Communication Services
200
+ 2.64%
$175.16 - $255.24 $35K - $51K
7.77K $1.89B
VTI
Vanguard Total Stock Market Et

ETFs
263
+ 2.01%
$303.93 - $329.86 $79.9K - $86.8K
13.4K $4.39B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.81K
New
$132.9 - $142.03 $374K - $399K
2.81K $396M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.7K
+ 26.0%
$54.35 - $59.32 $255K - $279K
22.8K $1.35B
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.53K
+ 6.73%
$107.66 - $112.36 $272K - $284K
40.1K $4.47B
COST
Costco Wholesale Corp

Consumer Defensive
358
New
$915.95 - $994.57 $328K - $356K
358 $331M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.19K
New
$72.65 - $78.68 $305K - $330K
4.19K $329M
NVDA
Nvidia Corp

Technology
2.59K
+ 21.42%
$153.3 - $186.58 $397K - $483K
14.7K $2.24B
SLV
I Shares Silver Trust

ETFs
7.46K
New
$32.73 - $42.5 $244K - $317K
7.46K $316M
Ishares Bitcoin Trust ETF
1M
New
N/A
1M $298M
AMD
Advanced Micro Devices Inc

Technology
1.6K
New
$134.8 - $184.42 $216K - $295K
1.6K $273M
LHX
L3 Harris Technologies, Inc.

Industrials
38
+ 0.82%
$252.18 - $305.41 $9.58K - $11.6K
4.7K $1.44B
XOM
Exxon Mobil Corp

Energy
2.06K
+ 43.47%
$105.83 - $117.22 $218K - $242K
6.81K $767M
Aim ETF Products Trust
8.13K
New
N/A
8.13K $255M
IEFA
Ishares Tr

ETFs
2.91K
New
$81.7 - $87.53 $238K - $254K
2.91K $254M
CGDV
Capital Group Divid Value ETF

ETFs
5.31K
+ 50.81%
$39.59 - $42.21 $210K - $224K
15.8K $662M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.89K
New
$79.76 - $85.78 $230K - $248K
2.89K $245M
GLD
Spdr Gold Trust

ETFs
641
New
$300.96 - $355.47 $193K - $228K
641 $228M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.48K
+ 47.64%
$40.2 - $44.58 $180K - $199K
13.9K $609M
PVAL
Putnam ETF Tr Putnam Focused L
5.23K
New
$39.93 - $42.72 $209K - $224K
5.23K $224M
ACN
Accenture PLC

Technology
1.9K
+ 40.36%
$232.56 - $304.78 $442K - $579K
6.61K $1.63B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.46K
New
$59.61 - $63.09 $206K - $218K
3.46K $218M
Wisdomtree Tr
3.77K
New
N/A
3.77K $216M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
4.07K
New
$49.55 - $52.25 $202K - $213K
4.07K $213M
IDXX
Idexx Laboratories Inc

Healthcare
380
New
$514.61 - $682.78 $196K - $259K
380 $211M
D
Dominion Energy, Inc

Utilities
3.03K
+ 60.52%
$56.32 - $62.1 $171K - $188K
8.03K $491M
REXR
Rexford Industrial Realty, Inc.

Real Estate
5K
New
$35.43 - $43.53 $177K - $218K
5K $206M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.8K
New
$70.77 - $73.59 $198K - $206K
2.8K $205M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
4.96K
New
N/A
4.96K $204M
HD
Home Depot, Inc.

Consumer Cyclical
112
+ 2.81%
$357.4 - $423.42 $40K - $47.4K
4.09K $1.66B
Blackrock ETF Trust Ii
3.59K
+ 58.87%
N/A
9.68K $515M
MRK
Merck & Co., Inc.

Healthcare
11K
New
$77.6 - $87.37 $854K - $962K
11K $190M
NEE
Nextera Energy Inc

Utilities
600
+ 2.54%
$69.77 - $77.54 $41.9K - $46.5K
24.2K $1.83B
CGMS
Capital Grp Core Plus Income E
6.37K
+ 63.34%
N/A
16.4K $456M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.51K
+ 3.88%
$41.43 - $44.2 $104K - $111K
67K $2.96B
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
832
+ 14.29%
$118.33 - $128.54 $98.5K - $107K
6.65K $854M
Capital Group Dividend Growe
4.03K
+ 46.04%
N/A
12.8K $443M
CGGO
Capital Group Global Growth Eq

ETFs
3.71K
+ 53.75%
$31.71 - $34.17 $118K - $127K
10.6K $363M
Blackrock ETF Trust
2.85K
+ 22.65%
N/A
15.4K $586M
IBM
International Business Machines Corp

Technology
496
+ 45.59%
$234.77 - $292.47 $116K - $145K
1.58K $447M
Activity Summary
Buys All Purchases 93 New Holdings 26 Increased Positions 67 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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