Lantern Wealth Advisors, LLC Portfolio Holdings

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 2024

Lantern Wealth Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $144 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.14B, American Centy ETF Tr Avantis with a value of $9.03B, Invesco S&P 500 Equal Weight E with a value of $7.3B, Blackstone Inc. with a value of $5.49B, and American Centy ETF Tr Avantis with a value of $4.75B.

Examining the 13F form we can see an increase of $6.42B in the current position value, from $138B to 144B.

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 $144 Billion
ETFs: $64.2 Billion
Financial Services: $19 Billion
Technology: $18.5 Billion
Healthcare: $8.83 Billion
Communication Services: $8.75 Billion
Consumer Cyclical: $8.41 Billion
Industrials: $5.15 Billion
Energy: $4.3 Billion
Other: $5.84 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 127
  • Current Value $144 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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