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CIK: 0001950218
Total reported value
$218.4M
$218.4M
134 檔
16.7%
According to the latest 13F quarterly dataset, Lantern Wealth Advisors, LLC managed an equity portfolio of $218.4M at the end of Q4 2024, spanning 134 distinct U.S. exchange-listed positions.
During Q4 2024, Lantern Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.11% | +0.26% | +11.26% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.30% | +0.36% | -11.46% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.36% | -0.02% | -6.26% | |
| 4 | BX | Blackstone Inc | Stock-Financials | 4.02% | -0.31% | +0.07% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.88% | -0.12% | -7.31% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 2.74% | +0.10% | +7.48% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | -0.01% | +6.71% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.46% | — | +0.04% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.32% | -0.09% | +8.66% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | -0.04% | +0.34% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.09% | — | -6.96% | |
| 12 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.07% | -0.32% | +0.31% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.15% | +4.14% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.99% | -0.06% | +0.34% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.62% | -0.17% | -19.85% | |
| 16 | IQLT | Ishares Msci International Q | ETF-Other | 1.61% | -0.01% | +0.98% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -0.09% | +3.21% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.56% | -0.08% | +1.10% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.46% | -0.12% | +127.25% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.44% | +0.01% | -98.12% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.28% | -0.17% | +0.05% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.07% | +0.47% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.05% | +0.77% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.12% | +2.62% | |
| 25 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.06% | +0.03% | +16.83% | |
| 26 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.03% | -0.14% | -1.00% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | +0.05% | -6.05% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.02% | -0.26% | +5.73% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.04% | +1.71% | |
| 30 | ACN | Accenture plc | Stock-Tech | 1.01% | -0.28% | -0.25% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.61% | -3.13% | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.96% | -0.09% | +77.33% | |
| 33 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.94% | +0.16% | -2.24% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.87% | +0.05% | +0.95% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.86% | -0.29% | -0.75% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | +0.42% | +0.62% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.81% | +0.12% | +0.06% | |
| 38 | PRU | Prudential Financial Inc | Stock-Financials | 0.78% | -0.68% | EXIT | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.72% | -0.21% | +2.23% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.71% | -0.20% | +35.94% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | +0.03% | +16.37% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.15% | -1.69% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.64% | — | -0.07% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.64% | -0.24% | +0.24% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.59% | -0.45% | EXIT | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | -0.06% | +9.59% | |
| 47 | ENB | Enbridge Inc | Stock-Energy | 0.57% | -0.05% | — | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.56% | +0.14% | -0.95% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.21% | +2.36% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.49% | -0.04% | -13.42% |
According to official SEC Form 13F filings, Lantern Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $218.4M across 134 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVUS, RSP) accounted for 16.7% of total reported equity market value during Q4 2024.
During Q4 2024, Lantern Wealth Advisors, LLC's top holdings by market value included AAPL (7.1%)、AVUS (5.3%)、RSP (4.4%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q4 2024, Lantern Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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