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 Market Cap. of $200 Billions or more
