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Home > Institutional Investor > Lantern Wealth Advisors, Llc > Profile

Instuitional Investor - Lantern Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Lantern Wealth Advisors, Llc
Portfolio Value $127,532,148
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 42,624 $8,206,342 6.43%
2.
American Centy Etf Tr
 93,415 $7,617,993 5.97%
3.
Invesco Exchange Traded Fd T
 40,853 $6,446,603 5.05%
4.
Blackstone Inc.
 BX 37,031 $4,848,154 3.8%
5.
American Centy Etf Tr
 46,910 $4,212,518 3.3%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)