Lebenthal Global Advisors, LLC
Q4 2024 13F Holdings
- Locationhauppauge, NY
- Num holdings
190
- Value ($000)
$547,621
- Date Filed01/22/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $36.23M | 7 % | 642,560 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $35.74M | 7 % | 621,186 | ||
ICVT ISHARES TR | CONV BD ETF | 46435G102 | $35.54M | 7 % | 418,271 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $32.78M | 6 % | 408,429 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $28.05M | 5 % | 243,484 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $22.96M | 4 % | 39,183 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $20.43M | 4 % | 120,690 | ||
AOR ISHARES TR | GRWT ALLOCAT ETF | 464289867 | $19.28M | 4 % | 336,377 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $19.27M | 4 % | 180,879 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $14.85M | 3 % | 173,339 |
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