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
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.96K
+ 28.7%
$28.95 - $29.73 $114K - $118K
17.7K $527M
CRWD
Crowd Strike Holdings, Inc.

Technology
330
+ 15.5%
$412.46 - $514.1 $136K - $170K
2.46K $1.21B
IAU
Ishares Gold Trust

ETFs
725
+ 11.1%
$61.62 - $72.77 $44.7K - $52.8K
7.26K $528M
ORCL
Oracle Corp

Technology
57
+ 3.46%
$218.96 - $328.33 $12.5K - $18.7K
1.7K $479M
IVV
Ishares Core S&P 500 ETF

ETFs
21
+ 1.02%
$620.67 - $670.08 $13K - $14.1K
2.08K $1.39B
EFV
Msci Eafe Value ETF

ETFs
458
+ 3.19%
$62.79 - $68.42 $28.8K - $31.3K
14.8K $1B
CVX
Chevron Corp

Energy
45
+ 0.66%
$145.57 - $161.83 $6.55K - $7.28K
6.82K $1.06B
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
375
+ 5.35%
$85.43 - $92.81 $32K - $34.8K
7.39K $683M
HWM
Howmet Aerospace Inc.

Industrials
281
+ 10.57%
$171.0 - $196.23 $48.1K - $55.1K
2.94K $577M
ETN
Eaton Corp PLC

Industrials
50
+ 1.39%
$342.99 - $392.76 $17.1K - $19.6K
3.65K $1.37B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
616
+ 4.26%
$52.12 - $55.33 $32.1K - $34.1K
15.1K $834M
Coya Therapeutics Inc
11.6K
New
N/A
11.6K $66M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
389
+ 8.34%
$84.28 - $89.46 $32.8K - $34.8K
5.05K $450M
VT
Vanguard Total World Stk Index

ETFs
137
+ 3.46%
$128.41 - $138.03 $17.6K - $18.9K
4.1K $565M
NVS
Novartis Ag

Healthcare
200
+ 6.9%
$113.5 - $129.73 $22.7K - $25.9K
3.1K $398M
PFE
Pfizer Inc

Healthcare
925
+ 5.38%
$23.29 - $25.88 $21.5K - $23.9K
18.1K $462M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
718
+ 10.06%
$52.55 - $54.37 $37.7K - $39K
7.86K $425M
Capital Group Global Equity
161
+ 0.66%
N/A
24.5K $754M
MA
Mastercard Inc

Financial Services
30
+ 0.76%
$550.18 - $598.96 $16.5K - $18K
3.99K $2.16B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
416
+ 8.75%
$100.16 - $100.7 $41.7K - $41.9K
5.17K $520M
CGUS
Capital Group Core Equity ETF
324
+ 3.33%
$36.89 - $39.72 $12K - $12.9K
10.1K $398M
JAN
Jan One Inc.

Industrials
13.5K
New
N/A
13.5K $36.3M
RPTX
Repare Therapeutics Inc.

Healthcare
20K
New
$1.42 - $1.81 $28.4K - $36.2K
20K $35.2M
JPIB
Jpmorgan International Bond Op

ETFs
632
+ 8.54%
$48.32 - $49.13 $30.5K - $31.1K
8.03K $394M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
88
+ 3.46%
$110.74 - $122.12 $9.75K - $10.7K
2.63K $319M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
708
+ 13.74%
$41.55 - $42.82 $29.4K - $30.3K
5.86K $250M
Capital Group Core Balanced
249
+ 1.37%
N/A
18.5K $641M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
86
+ 4.6%
$121.46 - $130.92 $10.4K - $11.3K
1.96K $255M
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.03%
$66.38 - $71.68 $133 - $143
6.15K $439M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
312
+ 1.53%
$26.38 - $27.95 $8.23K - $8.72K
20.7K $564M
TLT
Ishares Barclays 20+ Year Trea

ETFs
68
+ 0.76%
$85.01 - $90.35 $5.78K - $6.14K
9.04K $808M
Capital Grp Fixed Incm ETF T
425
+ 4.9%
N/A
9.1K $242M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
226
+ 5.03%
$50.47 - $50.74 $11.4K - $11.5K
4.72K $240M
IEP
Icahn Enterprises L.P.

Industrials
1M
New
$8.14 - $9.68 $8.14M - $9.68M
1M $8.42M
BNDX
Vanguard Total International B

ETFs
128
+ 2.89%
$49.0 - $49.51 $6.27K - $6.34K
4.55K $225M
ABT
Abbott Laboratories

Healthcare
84
+ 1.7%
$120.51 - $136.62 $10.1K - $11.5K
5.03K $674M
BMY
Bristol Myers Squibb CO

Healthcare
4.03K
+ 14.64%
$43.31 - $48.98 $174K - $197K
31.5K $1.27B
META
Meta Platforms, Inc.

Communication Services
18.5K
+ 695.96%
$695.21 - $791.73 $12.8M - $14.6M
21.1K $1.95B
PRU
Prudential Financial Inc

Financial Services
1
+ 0.01%
$100.68 - $109.89 $101 - $110
14.7K $1.53B
NFLX
Netflix Inc

Communication Services
35
+ 4.96%
$1147.87 - $1297.18 $40.2K - $45.4K
740 $887M
VIG
Vanguard Dividend Appreciation

ETFs
20.3K
+ 516.22%
N/A
24.2K $721M
SPY
Spdr S&P 500 ETF Trust

ETFs
48K
+ 1259.86%
$617.65 - $666.84 $29.6M - $32M
51.8K $224M
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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