Lantern Wealth Advisors, LLC Sells in Q3 2025

Lantern Wealth Advisors, LLC

  • $189 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-2.32K
- 42.76%
$250.97 - $282.66 $581K - $655K
3.1K $874M
IEMG
Ishares Inc

ETFs
-5.71K
- 33.1%
N/A
11.5K $761M
LLY
Eli Lilly & CO

Healthcare
-281
- 20.01%
$625.65 - $812.69 $176K - $228K
1.12K $857M
OEF
Ishares S&P 100 ETF

ETFs
-959
- 29.96%
N/A
2.24K $746M
AVGO
Broadcom Inc.

Technology
-1.69K
- 26.75%
$264.74 - $369.57 $447K - $623K
4.62K $1.52B
CMCSA
Comcast Corp

Communication Services
-399
- 0.85%
$31.41 - $36.33 $12.5K - $14.5K
46.3K $1.46B
EFG
Msci Eafe Growth ETF

ETFs
-1.54K
- 44.78%
$106.99 - $114.46 $164K - $176K
1.89K $216M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-502
- 9.4%
$459.11 - $506.91 $230K - $254K
4.84K $2.43B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-656
- 50.62%
$275.84 - $326.36 $181K - $214K
640 $209M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.65K
- 3.99%
$72.57 - $74.72 $192K - $198K
63.7K $4.74B
DIS
Walt Disney CO

Communication Services
-94
- 0.81%
$112.25 - $124.0 $10.6K - $11.7K
11.6K $1.32B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-235
- 38.21%
$546.99 - $602.2 $129K - $142K
380 $228M
WMT
Walmart Inc.

Consumer Defensive
-1.24K
- 29.6%
$94.4 - $104.27 $117K - $129K
2.94K $303M
KMI
Kinder Morgan, Inc.

Energy
-398
- 0.7%
$26.23 - $28.5 $10.4K - $11.3K
56.7K $1.61B
BAC
Bank Of America Corp

Financial Services
-2.62K
- 17.47%
$44.92 - $52.42 $118K - $137K
12.4K $639M
JPM
Jpmorgan Chase & CO

Financial Services
-1.28K
- 9.62%
$282.78 - $316.06 $361K - $403K
12K $3.78B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3K
- 20.7%
$21.69 - $23.34 $65.1K - $70K
11.5K $221M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.18K
- 3.13%
$23.54 - $23.97 $51.2K - $52.2K
67.3K $1.61B
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-963
- 2.88%
$53.57 - $54.48 $51.6K - $52.5K
32.5K $1.76B
CCI
Crown Castle International Corp

Real Estate
-200
- 8.0%
$92.96 - $113.91 $18.6K - $22.8K
2.3K $222M
EPD
Enterprise Products Partners L.P.

Energy
-1.12K
- 10.86%
$30.74 - $32.14 $34.6K - $36.1K
9.23K $289M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.14K
- 1.11%
$24.23 - $24.42 $27.6K - $27.8K
101K $2.47B
KO
Coca Cola CO

Consumer Defensive
-81
- 2.57%
$65.67 - $71.67 $5.32K - $5.81K
3.08K $204M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-385
- 4.97%
$182.33 - $194.5 $70.2K - $74.9K
7.37K $1.43B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-5
- 0.3%
$301.44 - $365.84 $1.51K - $1.83K
1.67K $540M
JNJ
Johnson & Johnson

Healthcare
-758
- 15.0%
$155.17 - $185.42 $118K - $141K
4.3K $797M
MSFT
Microsoft Corp

Technology
-168
- 2.65%
$491.09 - $535.64 $82.5K - $90K
6.17K $3.2B
TSLA
Tesla, Inc.

Consumer Cyclical
-406
- 22.92%
$293.94 - $444.72 $119K - $181K
1.37K $607M
MDT
Medtronic PLC

Healthcare
-200
- 2.15%
$87.67 - $95.74 $17.5K - $19.1K
9.11K $868M
PLTR
Palantir Technologies Inc.

Technology
-300
- 11.97%
$130.68 - $186.97 $39.2K - $56.1K
2.21K $402M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-161
- 0.52%
$28.92 - $32.19 $4.66K - $5.18K
30.8K $984M
IVW
Ishares S&P 500 Growth ETF

ETFs
-85
- 0.89%
$108.97 - $121.65 $9.26K - $10.3K
9.52K $1.15B
DGRO
Ishares Core Dividend Growth E

ETFs
-1.78K
- 3.2%
$64.12 - $68.08 $114K - $121K
53.8K $3.66B
DFAX
Dimensional ETF Tr
-1.82K
- 1.58%
$29.25 - $31.56 $53.1K - $57.3K
113K $3.56B
CAT
Caterpillar Inc

Industrials
-297
- 8.17%
$390.92 - $477.15 $116K - $142K
3.34K $1.59B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-482
- 1.2%
$181.56 - $190.33 $87.5K - $91.7K
39.6K $7.51B
TJX
Tjx Companies Inc

Consumer Cyclical
-300
- 2.12%
$121.35 - $144.54 $36.4K - $43.4K
13.9K $2B
BX
Blackstone Inc.

Financial Services
-2.57K
- 6.97%
$152.77 - $188.68 $392K - $484K
34.2K $5.71B
VZ
Verizon Communications Inc

Communication Services
-2.15K
- 12.98%
$40.84 - $45.06 $87.6K - $96.7K
14.4K $632M
ABBV
Abb Vie Inc.

Healthcare
-101
- 0.73%
$184.85 - $231.54 $18.7K - $23.4K
13.7K $3.16B
AVUS
American Centy ETF Tr Avantis

ETFs
-750
- 0.85%
$101.2 - $109.16 $75.9K - $81.9K
88K $9.56B
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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