Lantern Wealth Advisors, LLC New Holdings in Q4 2024

Lantern Wealth Advisors, LLC

$154 Billion
Q4 2024

Stock	Shares change	Price Range	Shares Held	Trade History
ORCC Owl Rock Capital Corp Financial Services	42.3K New	N/A	42.3K $640M
IYW Ishares Dj Us Tech ETF ETFs	3.28K New	$148.14 - $166.23 $486K - $545K	3.28K $523M
VTV Vanguard Value ETF ETFs	244 New	$168.32 - $181.87 $41.1K - $44.4K	244 $413M
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	12.7K New	$28.6 - $29.27 $364K - $372K	12.7K $364M
BKLC Bny Mellon ETF Tr Us Large Cap ETFs	3.07K New	$108.0 - $116.52 $332K - $358K	3.07K $344M
VV Vanguard Large Cap ETF ETFs	1.17K New	$260.27 - $280.65 $305K - $328K	1.17K $316M
IAU Ishares Gold Trust ETFs	5.26K New	$48.37 - $52.65 $255K - $277K	5.26K $261M
DGRW Wisdomtree Tr Us Quality Divid ETFs	3.1K New	$80.93 - $85.66 $251K - $266K	3.1K $251M
ITOT Ishares Core S&P Total U.S. St ETFs	1.85K New	$124.26 - $134.12 $230K - $248K	1.85K $238M
TPL Texas Pacific Land Corp Energy	210 New	$915.49 - $1730.0 $192K - $363K	210 $232M
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	2.4K New	$89.97 - $98.59 $216K - $236K	2.4K $228M
IGIB Ishares Trust Ishares 5 10 Yea ETFs	4.33K New	$51.33 - $53.74 $222K - $233K	4.33K $223M
LULU Lululemon Athletica Inc. Consumer Cyclical	581 New	$260.53 - $404.79 $151K - $235K	581 $222M
PG Procter & Gamble CO Consumer Defensive	1.32K New	$161.05 - $179.7 $213K - $238K	1.32K $222M
GPC Genuine Parts CO Consumer Cyclical	1.82K New	$113.11 - $143.63 $206K - $262K	1.82K $213M
XLF Financial Sector Spdr ETFs	4.28K New	$44.89 - $51.34 $192K - $219K	4.28K $207M
KO Coca Cola CO Consumer Defensive	3.3K New	$61.74 - $71.71 $204K - $237K	3.3K $205M

Activity Summary All Purchases 85 New Holdings 17 Increased Positions 68 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.