Lantern Wealth Advisors, LLC Incresed Positions 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
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
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.7K
+ 26.0%
$54.35 - $59.32 $255K - $279K
22.8K $1.35B
NVDA
Nvidia Corp

Technology
2.59K
+ 21.42%
$153.3 - $186.58 $397K - $483K
14.7K $2.24B
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
CGDV
Capital Group Divid Value ETF

ETFs
5.31K
+ 50.81%
$39.59 - $42.21 $210K - $224K
15.8K $662M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.48K
+ 47.64%
$40.2 - $44.58 $180K - $199K
13.9K $609M
ACN
Accenture PLC

Technology
1.9K
+ 40.36%
$232.56 - $304.78 $442K - $579K
6.61K $1.63B
D
Dominion Energy, Inc

Utilities
3.03K
+ 60.52%
$56.32 - $62.1 $171K - $188K
8.03K $491M
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
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
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
VNQ
Vanguard Specialized Funds Van

ETFs
711
+ 10.72%
$88.47 - $93.24 $62.9K - $66.3K
7.35K $671M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
616
+ 4.26%
$52.12 - $55.33 $32.1K - $34.1K
15.1K $834M
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
JPIB
Jpmorgan International Bond Op

ETFs
632
+ 8.54%
$48.32 - $49.13 $30.5K - $31.1K
8.03K $394M
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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