Lantern Wealth Advisors, LLC Incresed Positions in Q2 2025

Lantern Wealth Advisors, LLC

  • $168 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
4.66K
+ 5.55%
$81.38 - $100.82 $379K - $470K
88.7K $8.95B
DIS
Walt Disney CO

Communication Services
5.33K
+ 84.4%
$81.72 - $124.01 $436K - $661K
11.7K $1.45B
SCHW
Schwab Charles Corp

Financial Services
13.6K
+ 29.33%
$69.06 - $91.24 $943K - $1.25M
60.2K $3.91B
MSFT
Microsoft Corp

Technology
521
+ 8.95%
$354.56 - $497.45 $185K - $259K
6.34K $3.15B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.82K
+ 13.35%
$72.02 - $73.82 $563K - $577K
66.4K $4.89B
TJX
Tjx Companies Inc

Consumer Cyclical
5K
+ 54.64%
$119.13 - $135.03 $596K - $675K
14.2K $1.75B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.89K
+ 4.93%
$152.93 - $181.74 $288K - $343K
40.1K $7.29B
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.19K
+ 12.56%
$105.23 - $109.61 $441K - $460K
37.6K $4.12B
IEMG
Ishares Inc

ETFs
6.72K
+ 63.76%
N/A
17.3K $1.04B
OEF
Ishares S&P 100 ETF

ETFs
1.3K
+ 68.47%
N/A
3.2K $974M
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 2.41%
$321.63 - $509.31 $16.1K - $25.5K
2.13K $1.08B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.91K
+ 91.54%
$45.11 - $52.34 $312K - $362K
14.5K $757M
CMCSA
Comcast Corp

Communication Services
11.6K
+ 32.88%
$32.84 - $36.72 $380K - $424K
46.7K $1.67B
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.75K
+ 89.52%
$94.74 - $118.43 $261K - $326K
5.82K $690M
DGRO
Ishares Core Dividend Growth E

ETFs
3.22K
+ 6.16%
$55.22 - $63.94 $178K - $206K
55.5K $3.55B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.63K
+ 26.7%
$152.42 - $182.82 $249K - $299K
7.75K $1.42B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.89K
+ 47.45%
$83.97 - $92.85 $243K - $268K
8.97K $792M
SCHO
Schwab Short Term Us Treasury

ETFs
9.08K
+ 9.74%
$24.19 - $24.45 $220K - $222K
102K $2.49B
GPC
Genuine Parts CO

Consumer Cyclical
2K
+ 109.7%
$105.54 - $129.09 $211K - $258K
3.83K $464M
EFV
Msci Eafe Value ETF

ETFs
1.6K
+ 12.58%
$52.4 - $64.65 $84K - $104K
14.4K $911M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
398
+ 31.22%
$177.93 - $313.14 $70.8K - $125K
1.67K $524M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7.71K
+ 12.48%
$22.4 - $23.8 $173K - $183K
69.5K $1.65B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.75K
+ 22.78%
$22.27 - $29.21 $128K - $168K
31K $905M
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
TSLA
Tesla, Inc.

Consumer Cyclical
732
+ 70.45%
$221.86 - $362.89 $162K - $266K
1.77K $563M
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
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
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