Lantern Wealth Advisors, LLC

Q4 2024 13F Holdings

  • Location
    melville, NY
  • Num holdings

    134

  • Value ($000)

    $154,074

  • Date Filed
    02/18/2025
  • Form type
    13F-HR
  • CIK
    0001950218
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$10.93M
7 %

43,644

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$8.15M
5 %

84,068

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$6.69M
4 %

38,206

BX
BX

BLACKSTONE INC

COM
09260D107
$6.19M
4 %

35,873

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$4.43M
3 %

45,890

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$4.21M
3 %

58,564

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.14M
3 %

18,867

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$3.79M
3 %

13,069

LQD
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$3.57M
2 %

33,388

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$3.26M
2 %

13,613

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