Lantern Wealth Advisors, LLC Incresed Positions in Q4 2024

Lantern Wealth Advisors, LLC

  • $154 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
586
+ 4.91%
$39.6 - $45.21 $23.2K - $26.5K
12.5K $272M
VT
Vanguard Total World Stk Index

ETFs
38
+ 0.75%
$117.09 - $123.07 $4.45K - $4.68K
5.13K $603M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28
+ 1.15%
$96.64 - $101.23 $2.71K - $2.83K
2.47K $239M
D
Dominion Energy, Inc

Utilities
164
+ 2.92%
$52.63 - $60.92 $8.63K - $9.99K
5.77K $311M
NSC
Norfolk Southern Corp

Industrials
60
+ 2.76%
$230.6 - $277.0 $13.8K - $16.6K
2.24K $525M
PRU
Prudential Financial Inc

Financial Services
63
+ 0.63%
$114.59 - $129.52 $7.22K - $8.16K
10.1K $1.2B
DEO
Diageo PLC

Consumer Defensive
52
+ 2.36%
$118.0 - $139.88 $6.14K - $7.27K
2.25K $286M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
184
+ 3.14%
$55.45 - $61.08 $10.2K - $11.2K
6.05K $335M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.25K
+ 100.14%
$18.41 - $40.87 $115K - $255K
12.5K $231M
PSX
Phillips 66

Energy
99
+ 4.66%
$110.35 - $138.93 $10.9K - $13.8K
2.22K $253M
VEU
Vanguard Ftse All World Ex Us

ETFs
9
+ 0.17%
$57.29 - $63.1 $516 - $568
5.46K $313M
XOM
Exxon Mobil Corp

Energy
151
+ 3.1%
$105.51 - $125.37 $15.9K - $18.9K
5.02K $540M
HD
Home Depot, Inc.

Consumer Cyclical
67
+ 1.71%
$385.02 - $431.37 $25.8K - $28.9K
4K $1.55B
CAT
Caterpillar Inc

Industrials
21
+ 0.62%
$360.37 - $416.88 $7.57K - $8.75K
3.43K $1.24B
LHX
L3 Harris Technologies, Inc.

Industrials
11
+ 0.24%
$208.94 - $264.22 $2.3K - $2.91K
4.66K $980M
NEE
Nextera Energy Inc

Utilities
1.19K
+ 5.73%
$69.77 - $85.43 $83K - $102K
21.9K $1.57B
ABBV
Abb Vie Inc.

Healthcare
147
+ 1.1%
$164.99 - $203.87 $24.3K - $30K
13.5K $2.39B
Activity Summary
Buys All Purchases 85 New Holdings 17 Increased Positions 68 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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