StockDriftsStockDriftsTop 50 Lantern Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.94% | 38.0K | $9.6M | +1.36%(+509) | $192.18(+55.18%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 4.71% | 82.6K | $9.2M | +0.74%(+611) | $79.01(+59.34%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.87% | 39.3K | $7.6M | -0.00%(-1) | $152.78(+33.30%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.82% | 49.7K | $5.5M | +0.05%(+26) | $86.71(+36.97%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.48% | 65.6K | $4.8M | +0.37%(+239) | $72.09(+1.48%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.42% | 22.7K | $4.7M | +0.44%(+100) | $179.95(+48.50%) | 2026-03-31 | |
| LQD | ISHARES TR | 2.29% | 41.0K | $4.5M | +0.35%(+144) | $107.24(+1.22%) | 2026-03-31 | |
| BX | BLACKSTONE INC | 2.14% | 36.4K | $4.2M | +12.37%(+4.00K) | $121.55(+0.75%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 2.05% | 42.6K | $4.0M | +0.69%(+294) | $67.61(+32.28%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.03% | 13.8K | $4.0M | -9.84%(-1.50K) | $167.36(+139.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.41% | +57.74% |
| Top 20 Holdings Unweighted | +16.03% | +56.22% |
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