Lantern Wealth Advisors, LLC Portfolio Holdings

Lantern Wealth Advisors, LLC

  • $154 Billion
  • Q4 2024

Lantern Wealth Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.9B, American Centy ETF Tr Avantis with a value of $8.15B, Invesco S&P 500 Equal Weight E with a value of $6.69B, Blackstone Inc. with a value of $6.19B, and American Centy ETF Tr Avantis with a value of $4.43B.

Examining the 13F form we can see an increase of $9.75B in the current position value, from $144B to 154B.

Lantern Wealth Advisors, LLC is based out at Melville, NY

Below you can find more details about Lantern Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $66.2 Billion
Technology: $20.9 Billion
Financial Services: $20.7 Billion
Consumer Cyclical: $9.8 Billion
Communication Services: $9.55 Billion
Healthcare: $8.26 Billion
Industrials: $5 Billion
Energy: $4.63 Billion
Other: $5.66 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$10.9 Billion 7.09% of portfolio
43,644
Q4 2024 Added 11.26%
$103B
$6.19 Billion 4.01% of portfolio
35,873
Q4 2024 Added 0.07%
$2.12T
$4.14 Billion 2.69% of portfolio
18,867
Q4 2024 Added 6.71%
$723B
$3.26 Billion 2.12% of portfolio
13,613
Q4 2024 Added 0.34%
$137B
$3.18 Billion 2.06% of portfolio
46,540
Q4 2024 Added 0.31%
$1.03T
$3.1 Billion 2.01% of portfolio
16,383
Q4 2024 Added 4.14%
$648B
$2.49 Billion 1.62% of portfolio
5,490
Q4 2024 Reduced 19.85%
$2.96T
$2.45 Billion 1.59% of portfolio
5,819
Q4 2024 Added 3.21%
$373B
$2.39 Billion 1.55% of portfolio
13,469
Q4 2024 Added 1.1%
$524B
$1.97 Billion 1.28% of portfolio
3,743
Q4 2024 Added 0.05%
$1.41T
$1.74 Billion 1.13% of portfolio
2,976
Q4 2024 Added 0.47%
$276B
$1.73 Billion 1.13% of portfolio
12,915
Q4 2024 Added 0.77%
$1.06T
$1.67 Billion 1.08% of portfolio
8,747
Q4 2024 Added 2.62%
$60.1B
$1.59 Billion 1.03% of portfolio
58,013
Q4 2024 Reduced 1.0%
$72.7B
$1.57 Billion 1.02% of portfolio
6,787
Q4 2024 Reduced 6.05%
$138B
$1.57 Billion 1.02% of portfolio
21,939
Q4 2024 Added 5.73%
$215B
$1.55 Billion 1.0% of portfolio
4,400
Q4 2024 Reduced 0.25%
$128B
$1.47 Billion 0.96% of portfolio
26,032
Q4 2024 Added 77.33%
$115B
$1.34 Billion 0.87% of portfolio
4,038
Q4 2024 Added 0.95%
$160B
$1.32 Billion 0.86% of portfolio
35,162
Q4 2024 Reduced 0.75%
$180B
$1.24 Billion 0.81% of portfolio
3,430
Q4 2024 Added 0.62%
$41.2B
$1.2 Billion 0.78% of portfolio
10,117
Q4 2024 Added 0.63%
$140B
$1.11 Billion 0.72% of portfolio
9,150
Q4 2024 Added 2.23%
$121B
$980 Million 0.64% of portfolio
10,742
Q4 2024 Reduced 0.07%
$40.3B
$980 Million 0.64% of portfolio
4,661
Q4 2024 Added 0.24%
$142B
$913 Million 0.59% of portfolio
4,043
Q4 2024 Reduced 0.59%
$333B
$899 Million 0.58% of portfolio
20,458
Q4 2024 Added 9.59%
$84.2B
$878 Million 0.57% of portfolio
20,696
Q3 2024 Added 76.95%
$299B
$804 Million 0.52% of portfolio
5,548
Q4 2024 Added 2.36%
$124B
$756 Million 0.49% of portfolio
9,469
Q4 2024 Reduced 13.42%
$403B
$746 Million 0.48% of portfolio
837
Q4 2024 Added 0.24%
$434B
$746 Million 0.48% of portfolio
5,159
Q4 2024 Reduced 3.79%
$126B
$739 Million 0.48% of portfolio
6,950
Q3 2024 Added 16.81%
$192B
$704 Million 0.46% of portfolio
6,320
Q4 2024 Reduced 9.0%
$78.5B
$711 Million 0.46% of portfolio
2,079
Q4 2024 Added 2.46%
$243B
$701 Million 0.45% of portfolio
7,200
Q2 2024 Reduced 2.7%
$448B
$681 Million 0.44% of portfolio
1
Q4 2023 New
$5.27B
$640 Million 0.42% of portfolio
42,304
Q4 2024 New
$125B
$624 Million 0.41% of portfolio
1,550
Q4 2024 Added 72.22%
$3.88B
$616 Million 0.4% of portfolio
25,500
Q4 2023 New
$237B
$558 Million 0.36% of portfolio
4,935
Q4 2024 Added 0.53%
$449B
$540 Million 0.35% of portfolio
5,020
Q4 2024 Added 3.1%
$55.2B
$525 Million 0.34% of portfolio
2,235
Q4 2024 Added 2.76%
$177B
$511 Million 0.33% of portfolio
2,724
Q4 2024 Reduced 6.07%
$25.1B
$486 Million 0.32% of portfolio
3,900
Q1 2024 New
$260B
$488 Million 0.32% of portfolio
12,701
Q4 2024 Added 5.27%
$60B
$478 Million 0.31% of portfolio
2,775
Q3 2024 Reduced 3.48%
$88.4B
$422 Million 0.27% of portfolio
3,920
Q3 2024 Reduced 15.19%
$832B
$420 Million 0.27% of portfolio
1,039
Q4 2024 Reduced 12.62%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $154 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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