Lebenthal Global Advisors, LLC
Q2 2025 13F Holdings
- Locationhauppauge, NY
- Num holdings
189
- Value ($000)
$535,860
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001845766
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $46.20M | 9 % | 849,349 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $41.87M | 8 % | 736,457 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $36.29M | 7 % | 58,729 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $30.67M | 6 % | 369,820 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $28.91M | 5 % | 360,962 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $24.43M | 5 % | 138,204 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $17.34M | 3 % | 166,003 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $14.13M | 3 % | 129,314 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $13.88M | 3 % | 127,138 | ||
AOR ISHARES TR | CORE 60/40 BALAN | 464289867 | $13.82M | 3 % | 224,477 |
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