Lantern Wealth Advisors, LLC Portfolio Holdings

Lantern Wealth Advisors, LLC

  • $138 Billion
  • Q2 2024

Lantern Wealth Advisors, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $138 Billion distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $8.51B, Apple Inc. with a value of $8.27B, Invesco S&P 500 Equal Weight E with a value of $6.66B, Blackstone Inc. with a value of $4.59B, and American Centy ETF Tr Avantis with a value of $4.25B.

Examining the 13F form we can see an decrease of $4.41B in the current position value, from $142B to 138B.

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 $138 Billion
ETFs: $59.7 Billion
Financial Services: $17.8 Billion
Technology: $17.2 Billion
Healthcare: $8.89 Billion
Communication Services: $8.82 Billion
Consumer Cyclical: $8.22 Billion
Industrials: $4.87 Billion
Energy: $3.82 Billion
Other: $5.03 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $138 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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