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Lantern Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

163 positions

CompanyClassValueShares% of portfolio
BRISTOL MYERS SQUIBB CO$1.01M18,7910.5%
ENBRIDGE INC$942.1K19,6960.5%
ISHARES TR$937.6K13,1300.5%
JOHNSON & JOHNSON$932.7K4,5060.5%
Medtronic plc$921.0K9,5880.5%
SELECT SECTOR SPDR TR$892.6K6,2000.5%
CAPITAL GROUP GLOBAL EQUITY$892.4K28,2120.5%
CAPITAL GROUP DIVIDEND VALUE$830.4K19,0270.4%
ISHARES INC$808.7K12,0300.4%
STARBUCKS CORP$804.2K9,5500.4%
Netflix Inc$785.7K8,3800.4%
BNY MELLON ETF TRUST$781.5K5,9740.4%
ISHARES TR$766.6K2,2350.4%
VANGUARD INTL EQUITY INDEX F$764.5K5,4190.4%
VANGUARD SPECIALIZED FUNDS$756.3K3,4410.4%
iShares MSCI UAE ETF$756.0K8,6730.4%
BERKSHIRE HATHAWAY INC DEL$754.8K10.4%
HONEYWELL INTERNATIONAL INC$751.1K3,8500.4%
ABBOTT LABORATORIES$716.4K5,7170.4%
VERTEX PHARMACEUTICALS INC / MA$702.7K1,5500.4%
VANGUARD INDEX FDS$700.3K7,9140.4%
GOLDMAN SACHS ETF TR$698.2K7,3960.4%
BANK OF AMERICA CORP /DE$688.3K12,5140.4%
CAPITAL GROUP GBL GROWTH EQT$686.5K19,8130.4%
CAPITAL GROUP CORE BALANCED$683.3K19,3400.4%
BLACKROCK ETF TRUST$669.3K17,3560.4%
BLACKROCK ETF TRUST II$667.5K12,6480.4%
Tesla Inc$663.8K1,4760.4%
NORFOLK SOUTHERN CORP$661.2K2,2900.4%
Howmet Aerospace Inc.$623.3K3,0400.3%
SCHWAB STRATEGIC TR$590.5K21,5270.3%
MCDONALD'S CORP$585.7K1,9160.3%
CAPITAL GRP FIXED INCM ETF T$578.7K20,9530.3%
ISHARES GOLD TR$571.9K7,0460.3%
VANGUARD INTL EQUITY INDEX F$567.5K7,7140.3%
INTERNATIONAL BUSINESS MACHINES CORP$558.1K1,8840.3%
VANGUARD WHITEHALL FDS$549.5K3,8290.3%
PIMCO ETF TR$540.4K5,3860.3%
COSTCO WHOLESALE CORP /NEW$534.7K6200.3%
Copart Inc$522.3K13,3400.3%
CAPITAL GROUP CORE EQUITY ET$522.3K12,9810.3%
Simon Property Group Inc$513.7K2,7750.3%
CAPITAL GROUP DIVIDEND GROWE$511.4K14,3480.3%
American Water Works Company, Inc.$508.9K3,9000.3%
BLACKROCK ETF TRUST$499.0K14,9860.3%
DOMINION ENERGY, INC$495.1K8,4500.3%
SPDR SERIES TRUST$490.9K6,1190.3%
ISHARES SILVER TR$480.6K7,4600.3%
ISHARES TR$480.6K8,9190.3%
GENUINE PARTS CO$470.4K3,8250.2%
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