Lantern Wealth Advisors, LLC Purchases in Q4 2024

Lantern Wealth Advisors, LLC

  • $154 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
722
+ 17.92%
N/A
4.75K $247M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
350
+ 8.71%
$66.77 - $71.52 $23.4K - $25K
4.37K $301M
MSFT
Microsoft Corp

Technology
181
+ 3.21%
$406.35 - $454.46 $73.5K - $82.3K
5.82K $2.45B
TFC
Truist Financial Corp

Financial Services
412
+ 8.14%
$41.51 - $48.1 $17.1K - $19.8K
5.47K $237M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.16%
$481.22 - $538.17 $481 - $538
615 $315M
ETN
Eaton Corp PLC

Industrials
38
+ 0.95%
$326.96 - $377.52 $12.4K - $14.3K
4.04K $1.34B
APD
Air Products & Chemicals, Inc.

Basic Materials
76
+ 6.33%
$285.5 - $335.62 $21.7K - $25.5K
1.28K $370M
MRK
Merck & Co., Inc.

Healthcare
412
+ 19.79%
$96.31 - $114.76 $39.7K - $47.3K
2.49K $248M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.63%
$521.84 - $558.82 $1.57K - $1.68K
477 $257M
CVX
Chevron Corp

Energy
128
+ 2.36%
$141.15 - $162.53 $18.1K - $20.8K
5.55K $804M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.8K
+ 208.83%
$26.93 - $84.95 $346K - $1.09M
19K $519M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3
+ 0.07%
$100.22 - $100.73 $301 - $302
4.08K $409M
ABT
Abbott Laboratories

Healthcare
26
+ 0.53%
$111.93 - $119.39 $2.91K - $3.1K
4.94K $558M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15
+ 0.71%
$113.92 - $127.38 $1.71K - $1.91K
2.11K $244M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4
+ 0.38%
$238.25 - $261.28 $953 - $1.05K
1.06K $257M
PFE
Pfizer Inc

Healthcare
882
+ 7.54%
$24.8 - $30.19 $21.9K - $26.6K
12.6K $334M
VZ
Verizon Communications Inc

Communication Services
586
+ 4.91%
$39.6 - $45.21 $23.2K - $26.5K
12.5K $272M
VT
Vanguard Total World Stk Index

ETFs
38
+ 0.75%
$117.09 - $123.07 $4.45K - $4.68K
5.13K $603M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28
+ 1.15%
$96.64 - $101.23 $2.71K - $2.83K
2.47K $239M
D
Dominion Energy, Inc

Utilities
164
+ 2.92%
$52.63 - $60.92 $8.63K - $9.99K
5.77K $311M
NSC
Norfolk Southern Corp

Industrials
60
+ 2.76%
$230.6 - $277.0 $13.8K - $16.6K
2.24K $525M
PRU
Prudential Financial Inc

Financial Services
63
+ 0.63%
$114.59 - $129.52 $7.22K - $8.16K
10.1K $1.2B
DEO
Diageo PLC

Consumer Defensive
52
+ 2.36%
$118.0 - $139.88 $6.14K - $7.27K
2.25K $286M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
184
+ 3.14%
$55.45 - $61.08 $10.2K - $11.2K
6.05K $335M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.25K
+ 100.14%
$18.41 - $40.87 $115K - $255K
12.5K $231M
PSX
Phillips 66

Energy
99
+ 4.66%
$110.35 - $138.93 $10.9K - $13.8K
2.22K $253M
CCI
Crown Castle International Corp

Real Estate
380
+ 16.52%
$89.78 - $119.11 $34.1K - $45.3K
2.68K $243M
VEU
Vanguard Ftse All World Ex Us

ETFs
9
+ 0.17%
$57.29 - $63.1 $516 - $568
5.46K $313M
XOM
Exxon Mobil Corp

Energy
151
+ 3.1%
$105.51 - $125.37 $15.9K - $18.9K
5.02K $540M
HD
Home Depot, Inc.

Consumer Cyclical
67
+ 1.71%
$385.02 - $431.37 $25.8K - $28.9K
4K $1.55B
CAT
Caterpillar Inc

Industrials
21
+ 0.62%
$360.37 - $416.88 $7.57K - $8.75K
3.43K $1.24B
LHX
L3 Harris Technologies, Inc.

Industrials
11
+ 0.24%
$208.94 - $264.22 $2.3K - $2.91K
4.66K $980M
NEE
Nextera Energy Inc

Utilities
1.19K
+ 5.73%
$69.77 - $85.43 $83K - $102K
21.9K $1.57B
ABBV
Abb Vie Inc.

Healthcare
147
+ 1.1%
$164.99 - $203.87 $24.3K - $30K
13.5K $2.39B
Activity Summary
Buys All Purchases 85 New Holdings 17 Increased Positions 68 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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