Lantern Wealth Advisors, LLC
Top Portfolio Positions
89 positions ·
$94,893,169 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
37,960 | $9,633,868 | 10.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,682 | $4,723,980 | 4.98% | |
| BX |
Blackstone Inc.
Financial Services
|
36,367 | $4,181,841 | 4.41% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
42,626 | $4,005,991 | 4.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,779 | $3,962,289 | 4.18% | |
| NVDA |
Nvidia Corp
Technology
|
20,419 | $3,561,073 | 3.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,026 | $3,537,568 | 3.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
14,552 | $3,164,914 | 3.34% | |
| MSFT |
Microsoft Corp
Technology
|
6,787 | $2,512,343 | 2.65% | |
| CAT |
Caterpillar Inc
Industrials
|
3,424 | $2,425,767 | 2.56% |
Portfolio Trend
Holdings in COCH
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,950 | 30,000 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||