Lebenthal Global Advisors, LLC
Q3 2025 13F Holdings
- Locationhauppauge, NY
- Num holdings
196
- Value ($000)
$571,861
- Date Filed11/04/2025
- Form type13F-HR
- CIK0001845766
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $42.76M | 8 % | 748,804 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $39.12M | 7 % | 58,721 | ||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $32.62M | 6 % | 365,954 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $30.97M | 5 % | 368,224 | ||
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $29.33M | 5 % | 509,865 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $26.24M | 5 % | 140,711 | ||
J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $23.84M | 4 % | 472,343 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $15.31M | 3 % | 331,193 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $15.29M | 3 % | 126,856 | ||
ISHARES TR | CORE 60/40 BALAN | 464289867 | $14.45M | 3 % | 224,444 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100