Portfolio (Quarterly)
Guide ↗
Lantern Wealth Advisors, LLC
· CIK 0001950218| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PRU | PRUDENTIAL FINL INC | Financial Services | 13,622 | $1.3M | 0.68% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 3,850 | $870K | 0.45% | SOLD |
| 3 | — | BERKSHIRE HATHAWAY INC DEL | — | 1 | $718K | 0.37% | SOLD |
| 4 | EQNR | EQUINOR ASA | Energy | 10,700 | $452K | 0.23% | SOLD |
| 5 | NKE | NIKE INC | Consumer Cyclical | 5,398 | $285K | 0.15% | SOLD |
| 6 | IAGG | ISHARES TR | — | 5,328 | $267K | 0.14% | SOLD |
| 7 | T | AT&T INC | Communication Services | 8,304 | $241K | 0.12% | SOLD |
| 8 | SHEL | SHELL PLC | Energy | 2,469 | $230K | 0.12% | SOLD |
| 9 | SCHF | SCHWAB STRATEGIC TR | — | 9,121 | $226K | 0.12% | SOLD |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 5,371 | $206K | 0.11% | SOLD |
| 11 | COCH | ENVOY MEDICAL INC | Healthcare | 30,000 | $20K | 0.01% | SOLD |
Sector Allocation
Technology
27.2%
Financial Services
17.5%
Consumer Cyclical
11.1%
Healthcare
10.9%
Industrials
10.3%
Communication Services
9.4%
Energy
5.8%
Utilities
4.5%
Consumer Defensive
1.7%
Real Estate
1.2%