Lantern Wealth Advisors, LLC
- SEC CIK
- 0001950218
- 最新申報
- 2026/7/28
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位。
- 持股檔數
- 115
- 2023 年第 3 季沒有申報
- 總值
- $1.28 億
- 2023 年第 3 季沒有申報
Lantern Wealth Advisors, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 42,624 | $820.6 萬 | 6.4% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 93,415 | $761.8 萬 | 6.0% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 40,853 | $644.7 萬 | 5.1% | – | – | – |
| BXBlackstone Inc. | COM | 37,031 | $484.8 萬 | 3.8% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 46,910 | $421.3 萬 | 3.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 52,262 | $384.4 萬 | 3.0% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 30,313 | $335.4 萬 | 2.6% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 56,975 | $306.6 萬 | 2.4% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 43,906 | $302.1 萬 | 2.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,190 | $289.2 萬 | 2.3% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 115,415 | $281.8 萬 | 2.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 17,516 | $266.1 萬 | 2.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,901 | $246.1 萬 | 1.9% | – | – | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 64,660 | $242.9 萬 | 1.9% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 14,210 | $241.7 萬 | 1.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,214 | $233.7 萬 | 1.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,098 | $224.9 萬 | 1.8% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,671 | $223.1 萬 | 1.7% | – | – | – |
| ABBVAbbVie Inc. | Stock | 13,572 | $210.3 萬 | 1.6% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 25,013 | $197.5 萬 | 1.5% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 38,519 | $186.6 萬 | 1.5% | – | – | – |
| MAMastercard Inc | Stock | 3,934 | $167.8 萬 | 1.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,254 | $154.7 萬 | 1.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 34,717 | $152.2 萬 | 1.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 4,012 | $139.0 萬 | 1.1% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 59,157 | $138.3 萬 | 1.1% | – | – | – |
| NKENIKE, Inc. | Stock | 12,170 | $132.1 萬 | 1.0% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 12,250 | $117.6 萬 | 0.9% | – | – | 歷史 |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 22,310 | $114.1 萬 | 0.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 8,059 | $113.6 萬 | 0.9% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 3,701 | $109.4 萬 | 0.9% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 10,474 | $108.6 萬 | 0.9% | – | – | 歷史 |
| ACNAccenture plc | Stock | 3,011 | $105.7 萬 | 0.8% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,418 | $104.3 萬 | 0.8% | – | – | – |
| ETNEaton Corp plc | Stock | 4,300 | $103.6 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,859 | $101.2 萬 | 0.8% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 57,100 | $100.7 萬 | 0.8% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 833 | $93.0 萬 | 0.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 6,125 | $91.4 萬 | 0.7% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 4,280 | $89.8 萬 | 0.7% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 10,715 | $88.3 萬 | 0.7% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,194 | $86.9 萬 | 0.7% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 9,250 | $86.8 萬 | 0.7% | – | – | 歷史 |
| BACBank of America Corp | Stock | 25,519 | $85.9 萬 | 0.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,470 | $85.7 萬 | 0.7% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 13,850 | $84.1 萬 | 0.7% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,125 | $83.8 萬 | 0.7% | – | – | 歷史 |
| NVSNovartis AG | ADR | 7,500 | $75.7 萬 | 0.6% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 3,643 | $72.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,701 | $63.1 萬 | 0.5% | – | – | – |
| ALLAllstate Corp | Stock | 4,483 | $62.8 萬 | 0.5% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,345 | $62.4 萬 | 0.5% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,070 | $62.4 萬 | 0.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,255 | $62.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,943 | $61.3 萬 | 0.5% | – | – | – |
| DISWalt Disney Co | Stock | 6,782 | $61.2 萬 | 0.5% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 11,904 | $61.1 萬 | 0.5% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 5,255 | $57.8 萬 | 0.5% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4,273 | $57.5 萬 | 0.5% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $54.3 萬 | 0.4% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,275 | $53.8 萬 | 0.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,100 | $52.8 萬 | 0.4% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430123 | MARKETBETA US EQ | 7,703 | $50.3 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,957 | $49.6 萬 | 0.4% | – | – | 歷史 |
| SPGSimon Property Group Inc. | REIT | 3,416 | $48.7 萬 | 0.4% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 3,900 | $48.4 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 12,646 | $47.7 萬 | 0.4% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,000 | $47.2 萬 | 0.4% | – | – | 歷史 |
| JWNNordstrom Inc | Stock | 25,500 | $47.0 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 4,642 | $45.0 萬 | 0.4% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,369 | $45.0 萬 | 0.4% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,984 | $43.9 萬 | 0.3% | – | – | – |
| ATRAptargroup, Inc. | Stock | 3,500 | $43.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 8,163 | $42.5 萬 | 0.3% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 1,894 | $42.3 萬 | 0.3% | – | – | – |
| ENBEnbridge Inc | Stock | 11,696 | $42.1 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 14,568 | $41.9 萬 | 0.3% | – | – | 歷史 |
| SUISun Communities Inc | COM | 3,100 | $41.4 萬 | 0.3% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,500 | $41.1 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 829 | $40.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 4,001 | $39.6 萬 | 0.3% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 3,908 | $39.0 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 1,534 | $38.1 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 6,687 | $33.6 萬 | 0.3% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 2,200 | $32.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,640 | $31.7 萬 | 0.2% | – | – | – |
| TTETotalEnergies SE | SPONSORED ADS | 4,550 | $30.7 萬 | 0.2% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 550 | $30.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,927 | $28.3 萬 | 0.2% | – | – | – |
| PSXPhillips 66 | Stock | 2,104 | $28.0 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,767 | $27.9 萬 | 0.2% | – | – | 歷史 |
| CLXClorox Co | Stock | 1,950 | $27.8 萬 | 0.2% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 10,547 | $27.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,216 | $27.2 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 5,100 | $27.0 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,463 | $26.7 萬 | 0.2% | – | – | – |
| AMTAmerican Tower Corp | REIT | 1,200 | $25.9 萬 | 0.2% | – | – | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 9,575 | $25.9 萬 | 0.2% | – | – | – |
| DDominion Energy, Inc | Stock | 5,379 | $25.3 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 615 | $25.2 萬 | 0.2% | – | – | – |