Lantern Wealth Advisors, LLC Purchases in Q2 2025

Lantern Wealth Advisors, LLC

  • $168 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TTE
Total Energies Se

Energy
3.3K
New
N/A
3.3K $203M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.75K
+ 22.78%
$22.27 - $29.21 $128K - $168K
31K $905M
AXP
American Express CO

Financial Services
632
New
$231.39 - $318.98 $146K - $202K
632 $202M
VTI
Vanguard Total Stock Market Et

ETFs
38
+ 0.29%
$243.75 - $303.93 $9.26K - $11.5K
13.1K $3.98B
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
2.34K
+ 7.52%
$53.27 - $54.27 $125K - $127K
33.5K $1.8B
CAT
Caterpillar Inc

Industrials
206
+ 6.01%
$273.94 - $388.21 $56.4K - $80K
3.64K $1.41B
CVX
Chevron Corp

Energy
1.22K
+ 22.03%
$133.73 - $168.51 $163K - $206K
6.77K $969M
ABBV
Abb Vie Inc.

Healthcare
292
+ 2.17%
$170.16 - $206.27 $49.7K - $60.2K
13.8K $2.55B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.81K
+ 64.77%
$51.1 - $53.29 $143K - $150K
7.14K $380M
IAU
Ishares Gold Trust

ETFs
1.27K
+ 24.13%
$56.1 - $64.74 $71.2K - $82.2K
6.53K $407M
MA
Mastercard Inc

Financial Services
216
+ 5.77%
$479.92 - $590.74 $104K - $128K
3.96K $2.11B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.56K
+ 50.31%
$71.28 - $83.74 $111K - $131K
4.66K $391M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.74K
+ 5338.57%
$496.48 - $617.85 $1.86M - $2.31M
3.81K $2.35B
XLK
Technology Sector Spdr

ETFs
91
+ 1.71%
$179.73 - $253.23 $16.4K - $23K
5.42K $1.37B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.17K
+ 6.9%
$43.53 - $54.46 $50.8K - $63.6K
18.1K $984M
ABT
Abbott Laboratories

Healthcare
9
+ 0.18%
$123.95 - $138.08 $1.12K - $1.24K
4.94K $672M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
236
+ 22.26%
$179.95 - $278.88 $42.5K - $65.8K
1.3K $361M
VEU
Vanguard Ftse All World Ex Us

ETFs
691
+ 12.66%
$54.19 - $67.22 $37.4K - $46.4K
6.15K $413M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.5K
+ 14.6%
$26.38 - $32.66 $39.6K - $49K
11.8K $385M
PFE
Pfizer Inc

Healthcare
4.62K
+ 36.77%
$21.59 - $24.84 $99.8K - $115K
17.2K $417M
NKE
Nike, Inc.

Consumer Cyclical
472
+ 3.86%
$53.27 - $72.04 $25.1K - $34K
12.7K $328M
Blackrock ETF Trust Ii
1.34K
+ 28.18%
N/A
6.09K $322M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
676
+ 16.58%
$100.04 - $100.54 $67.6K - $68K
4.75K $478M
NEE
Nextera Energy Inc

Utilities
1.66K
+ 7.57%
$64.11 - $75.0 $106K - $125K
23.6K $1.64B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
150
+ 6.26%
$82.32 - $112.47 $12.3K - $16.9K
2.55K $286M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2K
+ 16.04%
$17.76 - $22.1 $35.6K - $44.3K
14.5K $276M
WMT
Walmart Inc.

Consumer Defensive
112
+ 2.76%
$81.79 - $99.98 $9.16K - $11.2K
4.17K $408M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.07K
+ 8.4%
$27.29 - $29.28 $29.1K - $31.3K
13.8K $403M
HON
Honeywell International Inc

Industrials
3
+ 0.07%
$182.86 - $232.88 $549 - $699
4.05K $942M
VZ
Verizon Communications Inc

Communication Services
4.01K
+ 32.08%
$41.67 - $45.62 $167K - $183K
16.5K $300M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22
+ 4.61%
$456.74 - $568.03 $10K - $12.5K
499 $283M
PAYX
Paychex Inc

Industrials
17.3K
New
$137.01 - $159.78 $2.37M - $2.76M
17.3K $22.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.35K
+ 7.09%
$24.32 - $27.87 $32.8K - $37.5K
20.3K $539M
PSX
Phillips 66

Energy
23
+ 1.03%
$92.87 - $125.73 $2.14K - $2.89K
2.25K $268M
VTV
Vanguard Value ETF

ETFs
22
+ 9.02%
$153.67 - $176.74 $3.38K - $3.89K
266 $417M
VNQ
Vanguard Specialized Funds Van

ETFs
27
+ 0.41%
$79.79 - $91.42 $2.15K - $2.47K
6.63K $591M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.63%
$468.22 - $566.51 $1.4K - $1.7K
481 $273M
AMZN
Amazon Com Inc

Consumer Cyclical
23.4K
+ 124.25%
$167.32 - $223.3 $3.92M - $5.23M
42.3K $4.13B
ACN
Accenture PLC

Technology
308
+ 7.0%
$279.23 - $323.21 $86K - $99.5K
4.71K $1.41B
BMY
Bristol Myers Squibb CO

Healthcare
1.45K
+ 5.59%
$44.12 - $59.6 $64.2K - $86.7K
27.5K $1.27B
BX
Blackstone Inc.

Financial Services
933
+ 2.6%
$120.07 - $151.11 $112K - $141K
36.8K $5.39B
Activity Summary
Buys All Purchases 92 New Holdings 30 Increased Positions 62 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email