Lantern Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Lantern Wealth Advisors, LLC | Institutional Filer | ▲ 3.62% | $195.0M | 174 |
Current Portfolio Holdings
Showing all 174 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 38K | $9.6M | 4.94% |
| 2 | AVUS | AMERICAN CENTY ETF TR | — | 83K | $9.2M | 4.71% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | — | 39K | $7.6M | 3.87% |
| 4 | AVUV | AMERICAN CENTY ETF TR | — | 50K | $5.5M | 2.82% |
| 5 | BND | VANGUARD BD INDEX FDS | — | 66K | $4.8M | 2.48% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 23K | $4.7M | 2.42% |
| 7 | LQD | ISHARES TR | — | 41K | $4.5M | 2.29% |
| 8 | BX | Blackstone Inc. | Financial Services | 36K | $4.2M | 2.14% |
| 9 | SCHW | The Charles Schwab Corporation | Financial Services | 43K | $4.0M | 2.05% |
| 10 | GOOGL | Alphabet Inc. | Technology | 14K | $4.0M | 2.03% |
| 11 | DGRO | ISHARES TR | — | 54K | $3.8M | 1.96% |
| 12 | DFAX | DIMENSIONAL ETF TRUST | — | 108K | $3.7M | 1.88% |
| 13 | NVDA | NVIDIA Corporation | Technology | 20K | $3.6M | 1.83% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 12K | $3.5M | 1.81% |
| 15 | VTI | VANGUARD INDEX FDS | — | 11K | $3.5M | 1.79% |
Showing 1 to 15 of 174 holdings