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  Name: Lantern Wealth Advisors LLC
  City: MELVILLE
  State: NY
  Zip: 11747
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,314,000
  Total Value Change : $14,783,000
  Securities Held Change : 13
   
All Securities Held : 128
  New Positions : 15
  Closed Positions : 2
  Increased Positions : 57
  Unchanged Positions : 24
  Decreased Positions : 32

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 40 New $224.83 $991,000 4,650 0.7% 991,000 4,650 0.002    Communication Equipment
   (PAYX)1 Year Chart         PAYX Paychex Inc 50 New $120.16 $845,000 6,884 0.59% 845,000 6,884 0.002    Staffing & Outsourcin...
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 58 New $45.01 $608,000 13,692 0.43% 608,000 13,692 0.152    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 66 New $111.44 $558,000 5,049 0.39% 558,000 5,049 0.003    Closed - End Fund - E...
   (FEBW)1 Year Chart         FEBW Allianzim Us Large Cap Buff... 75 New $0.00 $497,000 17,154 0.35% 497,000 17,154 0.845    N/A
   (AWK)1 Year Chart         AWK American Water Works Compan... 77 New $130.77 $477,000 3,900 0.34% 477,000 3,900 0.002    Multi Utilities
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 78 New $94.45 $455,000 4,908 0.32% 455,000 4,908 0    Closed - End Fund - Debt
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 79 New $86.60 $446,000 5,284 0.31% 446,000 5,284 0.002    Closed - End Fund - E...
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 81 New $66.86 $436,000 6,468 0.31% 436,000 6,468 0.001    N/A
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 87 New $455.34 $376,000 900 0.26% 376,000 900 0    Drug Manufacturers - ...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 97 New $49.38 $321,000 6,403 0.23% 321,000 6,403 0    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 114 New $96.52 $235,000 2,404 0.17% 235,000 2,404 0    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 116 New $484.62 $227,000 473 0.16% 227,000 473 0    Closed - End Fund - E...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 122 New $166.90 $208,000 1,150 0.15% 208,000 1,150 0    Semiconductor- Broad...
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 123 New $0.00 $205,000 3,565 0.14% 205,000 3,565 0    N/A
      15 Records Found
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