Lebenthal Global Advisors
Latest statistics and disclosures from Lebenthal Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JEPI, SPY, ONEQ, VCIT, JEPQ, and represent 30.57% of Lebenthal Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: JMUB (+$24M), FBND (+$6.8M), XLV (+$5.0M), LLY, BND, NFLX, MRVL, GPIX, GE, VHT.
- Started 19 new stock positions in MRVL, VO, ACWV, UBER, MMIT, GE, DASH, MCK, KHC, KMB. SCHO, CEG, ECL, JMUB, QTUM, NKE, UNH, TPR, CVX.
- Reduced shares in these 10 stocks: JEPQ (-$20M), MUB (-$17M), IJR (-$13M), VTI, PZA, VIOO, , , GEHC, PARA.
- Sold out of its positions in BRK.B, DLTR, FTNT, GEHC, INSP, ISRG, PZA, MUB, MBB, LULU. MSI, CRM, SCHR, PARA, RCL.
- Lebenthal Global Advisors was a net buyer of stock by $5.7M.
- Lebenthal Global Advisors has $572M in assets under management (AUM), dropping by 6.72%.
- Central Index Key (CIK): 0001845766
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Portfolio Holdings for Lebenthal Global Advisors
Lebenthal Global Advisors holds 191 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 7.5 | $43M | 749k | 57.10 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.8 | $39M | 59k | 666.18 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 5.7 | $33M | 366k | 89.13 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.4 | $31M | 368k | 84.11 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 5.1 | $29M | -39% | 510k | 57.52 |
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| Vanguard Index Fds Value Etf (VTV) | 4.6 | $26M | 141k | 186.49 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 4.2 | $24M | NEW | 472k | 50.47 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.7 | $15M | +79% | 331k | 46.24 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 2.7 | $15M | 127k | 120.50 |
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| Ishares Tr Core 60/40 Balan (AOR) | 2.5 | $14M | 224k | 64.38 |
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| Spdr Series Trust Russell Yield (ONEY) | 2.3 | $13M | 115k | 113.16 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.2 | $13M | 27k | 468.41 |
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| Apple (AAPL) | 2.2 | $13M | +7% | 49k | 254.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $9.8M | -22% | 30k | 328.18 |
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| Spdr Series Trust Bloomberg Sht Te (SJNK) | 1.7 | $9.7M | 378k | 25.60 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.6 | $9.3M | +118% | 67k | 139.17 |
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| NVIDIA Corporation (NVDA) | 1.6 | $8.9M | +7% | 48k | 186.60 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $8.8M | 135k | 65.26 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 1.5 | $8.6M | 78k | 110.38 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $5.7M | +55% | 76k | 74.37 |
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| Eli Lilly & Co. (LLY) | 0.9 | $5.4M | +135% | 7.0k | 763.03 |
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| Meta Platforms Cl A (META) | 0.9 | $5.1M | -2% | 6.9k | 734.47 |
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| Oracle Corporation (ORCL) | 0.8 | $4.7M | 17k | 281.24 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.8 | $4.6M | +2% | 57k | 80.35 |
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| Microsoft Corporation (MSFT) | 0.8 | $4.5M | +11% | 8.7k | 517.90 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $4.5M | 32k | 140.95 |
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| Vanguard Wellington Us Value Factr (VFVA) | 0.6 | $3.7M | 29k | 127.54 |
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| Quanta Services (PWR) | 0.6 | $3.5M | +10% | 8.4k | 414.40 |
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| Netflix (NFLX) | 0.6 | $3.5M | +86% | 2.9k | 1198.92 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.6 | $3.3M | +6% | 43k | 78.33 |
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| Arista Networks Com Shs (ANET) | 0.6 | $3.2M | +14% | 22k | 145.71 |
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| Costco Wholesale Corporation (COST) | 0.6 | $3.1M | +17% | 3.4k | 924.55 |
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| Amazon (AMZN) | 0.5 | $3.1M | -12% | 14k | 219.58 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $3.0M | -7% | 11k | 279.30 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $3.0M | 35k | 84.68 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.5 | $2.8M | 56k | 49.99 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.4 | $2.5M | -38% | 22k | 110.44 |
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| American Express Company (AXP) | 0.4 | $2.4M | +13% | 7.2k | 332.06 |
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| International Business Machines (IBM) | 0.4 | $2.3M | +16% | 8.2k | 282.16 |
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| Philip Morris International (PM) | 0.4 | $2.3M | 14k | 162.20 |
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| Targa Res Corp (TRGP) | 0.4 | $2.3M | +30% | 14k | 167.54 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.4 | $2.1M | +207% | 41k | 52.23 |
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| United Rentals (URI) | 0.4 | $2.1M | +4% | 2.2k | 954.64 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.1M | +17% | 6.5k | 315.08 |
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| Trane Technologies SHS (TT) | 0.4 | $2.0M | +22% | 4.8k | 421.80 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.0M | -4% | 8.3k | 243.11 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $2.0M | +149% | 7.7k | 259.62 |
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| Charles Schwab Corporation Call Option (SCHW) | 0.3 | $2.0M | +13% | 21k | 95.47 |
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| Visa Com Cl A (V) | 0.3 | $2.0M | +6% | 5.8k | 340.99 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.0M | -87% | 17k | 118.83 |
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| Boston Scientific Corporation (BSX) | 0.3 | $1.9M | +3% | 19k | 97.63 |
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| Amgen (AMGN) | 0.3 | $1.9M | +13% | 6.7k | 282.23 |
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| Blackrock (BLK) | 0.3 | $1.9M | +5% | 1.6k | 1165.73 |
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| Servicenow (NOW) | 0.3 | $1.8M | +23% | 2.0k | 920.25 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.8M | -4% | 6.3k | 281.86 |
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| S&p Global (SPGI) | 0.3 | $1.8M | +28% | 3.6k | 486.69 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.3 | $1.7M | 37k | 46.32 |
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| Broadcom (AVGO) | 0.3 | $1.7M | +6% | 5.1k | 329.91 |
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| Palo Alto Networks (PANW) | 0.3 | $1.7M | +10% | 8.2k | 203.61 |
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| Analog Devices (ADI) | 0.3 | $1.7M | +22% | 6.7k | 245.71 |
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| Axon Enterprise (AXON) | 0.3 | $1.6M | +9% | 2.3k | 717.71 |
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| Kroger (KR) | 0.3 | $1.6M | +7% | 24k | 67.41 |
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| Stryker Corporation (SYK) | 0.3 | $1.6M | +15% | 4.2k | 369.70 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.5M | +17% | 2.7k | 568.81 |
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| CSX Corporation (CSX) | 0.3 | $1.5M | +167% | 42k | 35.51 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.5M | +7% | 8.8k | 170.85 |
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| Ameriprise Financial (AMP) | 0.3 | $1.5M | +11% | 3.0k | 491.25 |
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| Marvell Technology (MRVL) | 0.3 | $1.5M | NEW | 17k | 84.07 |
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| Southern Company (SO) | 0.3 | $1.5M | +4% | 15k | 94.76 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.4M | +2% | 17k | 83.82 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.4M | NEW | 4.5k | 300.81 |
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| Metropcs Communications (TMUS) | 0.2 | $1.3M | 5.5k | 239.38 |
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| Applied Materials (AMAT) | 0.2 | $1.3M | +13% | 6.3k | 204.73 |
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| Dick's Sporting Goods (DKS) | 0.2 | $1.3M | +7% | 5.7k | 222.22 |
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| Waste Management (WM) | 0.2 | $1.3M | +16% | 5.7k | 220.83 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.2M | +6% | 4.0k | 309.75 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.2M | 11k | 112.75 |
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| Qualcomm (QCOM) | 0.2 | $1.2M | +22% | 7.3k | 166.36 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $1.2M | 18k | 68.81 |
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| Home Depot (HD) | 0.2 | $1.2M | +14% | 3.0k | 405.08 |
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| Iqvia Holdings (IQV) | 0.2 | $1.2M | 6.2k | 189.94 |
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| Jacobs Engineering Group (J) | 0.2 | $1.2M | +20% | 7.8k | 149.15 |
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| Pfizer (PFE) | 0.2 | $1.1M | +47% | 45k | 25.48 |
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| Macy's (M) | 0.2 | $1.1M | -28% | 60k | 17.93 |
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| Annaly Capital Management In Com New (NLY) | 0.2 | $1.1M | +10% | 53k | 20.21 |
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| Phillips 66 (PSX) | 0.2 | $1.1M | +6% | 7.7k | 136.01 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $1.0M | +4% | 27k | 39.19 |
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| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.2 | $1.0M | NEW | 43k | 24.30 |
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| UnitedHealth (UNH) | 0.2 | $987k | NEW | 2.9k | 345.30 |
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| Kimco Realty Corporation (KIM) | 0.2 | $962k | +5% | 44k | 21.85 |
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| Quest Diagnostics Incorporated (DGX) | 0.2 | $959k | +117% | 5.0k | 190.58 |
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| Micron Technology (MU) | 0.2 | $953k | -3% | 5.7k | 167.32 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $946k | +81% | 24k | 39.22 |
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| Kinder Morgan (KMI) | 0.2 | $940k | +39% | 33k | 28.31 |
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| Fiserv (FI) | 0.2 | $932k | 7.2k | 128.93 |
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| Truist Financial Corp equities (TFC) | 0.2 | $928k | 20k | 45.72 |
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| Procter & Gamble Company (PG) | 0.2 | $925k | +4% | 6.0k | 153.66 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $913k | -2% | 10k | 89.34 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $889k | 10k | 86.30 |
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| Hp (HPQ) | 0.2 | $885k | +2% | 33k | 27.23 |
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| Shell Spon Ads (SHEL) | 0.2 | $870k | +8% | 12k | 71.53 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $867k | -3% | 4.5k | 194.50 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $863k | +3% | 12k | 73.46 |
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| Tesla Motors (TSLA) | 0.1 | $856k | 1.9k | 444.72 |
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| American Airls (AAL) | 0.1 | $855k | -15% | 76k | 11.24 |
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| Ford Motor Company (F) | 0.1 | $844k | -16% | 71k | 11.96 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $817k | +82% | 13k | 64.14 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $815k | +32% | 7.5k | 108.95 |
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| Best Buy (BBY) | 0.1 | $812k | -11% | 11k | 75.62 |
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| Kraft Heinz (KHC) | 0.1 | $783k | NEW | 30k | 26.04 |
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| Fidelity National Information Services (FIS) | 0.1 | $782k | +7% | 12k | 65.94 |
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| Dupont De Nemours (DD) | 0.1 | $780k | +7% | 10k | 77.49 |
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| Devon Energy Corporation (DVN) | 0.1 | $779k | -25% | 22k | 35.05 |
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| Constellation Energy (CEG) | 0.1 | $768k | NEW | 2.3k | 329.10 |
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| BP Sponsored Adr (BP) | 0.1 | $748k | -20% | 22k | 34.46 |
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| Toll Brothers (TOL) | 0.1 | $738k | +7% | 5.3k | 138.14 |
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| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.1 | $733k | 15k | 49.19 |
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| Hca Holdings (HCA) | 0.1 | $732k | +177% | 1.7k | 426.32 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $713k | -4% | 14k | 50.07 |
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| Nextera Energy (NEE) | 0.1 | $712k | 9.4k | 75.48 |
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| Norfolk Southern (NSC) | 0.1 | $691k | 2.3k | 300.41 |
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| Capital One Financial (COF) | 0.1 | $683k | -2% | 3.2k | 212.58 |
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| Johnson & Johnson (JNJ) | 0.1 | $665k | +4% | 3.6k | 185.46 |
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| Ingredion Incorporated (INGR) | 0.1 | $655k | 5.4k | 122.11 |
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| Zoetis Cl A (ZTS) | 0.1 | $643k | +12% | 4.4k | 146.32 |
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| Cintas Corporation (CTAS) | 0.1 | $629k | +66% | 3.1k | 205.22 |
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| Bristol Myers Squibb (BMY) | 0.1 | $626k | -3% | 14k | 45.10 |
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| Caesars Entertainment (CZR) | 0.1 | $626k | +112% | 23k | 27.02 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $625k | NEW | 5.0k | 124.34 |
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| Merck & Co (MRK) | 0.1 | $624k | 7.4k | 83.92 |
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| Goldman Sachs (GS) | 0.1 | $623k | -17% | 782.00 | 796.35 |
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| TJX Companies (TJX) | 0.1 | $621k | +42% | 4.3k | 144.55 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $609k | -47% | 19k | 32.77 |
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| Uber Technologies (UBER) | 0.1 | $599k | NEW | 6.1k | 97.97 |
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| Dollar General (DG) | 0.1 | $599k | 5.8k | 103.35 |
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| Kla Corp Com New (KLAC) | 0.1 | $588k | +40% | 545.00 | 1078.92 |
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| Uwm Holdings Corporation Com Cl A (UWMC) | 0.1 | $582k | -35% | 96k | 6.09 |
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| Abbvie (ABBV) | 0.1 | $581k | +2% | 2.5k | 231.43 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $572k | 2.6k | 222.17 |
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| Genuine Parts Company (GPC) | 0.1 | $553k | +5% | 4.0k | 138.60 |
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| Morgan Stanley Com New (MS) | 0.1 | $542k | -30% | 3.4k | 158.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $538k | -5% | 2.2k | 243.55 |
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| Diamondback Energy (FANG) | 0.1 | $537k | +11% | 3.8k | 143.10 |
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| Doordash Cl A (DASH) | 0.1 | $524k | NEW | 1.9k | 271.99 |
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| Cisco Systems (CSCO) | 0.1 | $519k | -27% | 7.6k | 68.42 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $500k | 4.2k | 118.37 |
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| Rocket Lab Corp (RKLB) | 0.1 | $490k | -28% | 10k | 47.91 |
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| Verizon Communications (VZ) | 0.1 | $471k | 11k | 43.95 |
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| Wal-Mart Stores (WMT) | 0.1 | $468k | +114% | 4.5k | 103.06 |
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| Gaming & Leisure Pptys (GLPI) | 0.1 | $458k | 9.8k | 46.61 |
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| Badger Meter (BMI) | 0.1 | $457k | +124% | 2.6k | 178.61 |
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| Intuit (INTU) | 0.1 | $455k | +57% | 666.00 | 682.96 |
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| Nasdaq Omx (NDAQ) | 0.1 | $449k | +62% | 5.1k | 88.46 |
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| Bank of America Corporation (BAC) | 0.1 | $448k | -4% | 8.7k | 51.59 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $446k | +55% | 588.00 | 758.43 |
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| Raymond James Financial (RJF) | 0.1 | $444k | +64% | 2.6k | 172.63 |
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| Bausch Health Companies (BHC) | 0.1 | $411k | 64k | 6.45 |
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| Anthem (ELV) | 0.1 | $406k | -18% | 1.3k | 323.15 |
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| Nike CL B (NKE) | 0.1 | $401k | NEW | 5.8k | 69.73 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $396k | -27% | 14k | 28.91 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $394k | -2% | 13k | 31.42 |
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| Douglas Emmett (DEI) | 0.1 | $394k | 25k | 15.57 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $390k | +7% | 812.00 | 479.62 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $383k | NEW | 3.7k | 104.91 |
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| Paypal Holdings (PYPL) | 0.1 | $383k | +8% | 5.7k | 67.06 |
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| American Intl Group Com New (AIG) | 0.1 | $377k | +69% | 4.8k | 78.54 |
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| At&t (T) | 0.1 | $375k | +8% | 13k | 28.24 |
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| Schlumberger Com Stk (SLB) | 0.1 | $363k | +5% | 11k | 34.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $359k | -13% | 587.00 | 612.11 |
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| PPG Industries (PPG) | 0.1 | $358k | 3.4k | 105.12 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $347k | 1.5k | 224.58 |
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| Ecolab (ECL) | 0.1 | $330k | NEW | 1.2k | 274.62 |
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| Keurig Dr Pepper (KDP) | 0.1 | $317k | 12k | 25.51 |
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| American Electric Power Company (AEP) | 0.1 | $301k | 2.7k | 112.53 |
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| Fortune Brands (FBIN) | 0.1 | $298k | -2% | 5.6k | 53.39 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $295k | 2.0k | 150.86 |
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| McKesson Corporation (MCK) | 0.1 | $287k | NEW | 372.00 | 772.54 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $285k | -37% | 12k | 23.08 |
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| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $278k | 4.0k | 70.32 |
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| Travelers Companies (TRV) | 0.0 | $262k | -5% | 939.00 | 279.24 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $255k | 1.6k | 155.45 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $236k | 1.2k | 203.59 |
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| Tapestry (TPR) | 0.0 | $227k | NEW | 2.0k | 113.22 |
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| Carlisle Companies (CSL) | 0.0 | $221k | 672.00 | 328.96 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $219k | NEW | 1.8k | 119.92 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $217k | NEW | 740.00 | 293.78 |
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| Chevron Corporation (CVX) | 0.0 | $214k | NEW | 1.4k | 155.29 |
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| McDonald's Corporation (MCD) | 0.0 | $213k | -3% | 702.00 | 303.89 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $200k | NEW | 8.2k | 24.40 |
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| Corsair Gaming (CRSR) | 0.0 | $194k | -27% | 22k | 8.92 |
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| JetBlue Airways Corporation (JBLU) | 0.0 | $54k | 11k | 4.92 |
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Past Filings by Lebenthal Global Advisors
SEC 13F filings are viewable for Lebenthal Global Advisors going back to 2020
- Lebenthal Global Advisors 2025 Q3 filed Nov. 4, 2025
- Lebenthal Global Advisors 2025 Q2 filed Aug. 14, 2025
- Lebenthal Global Advisors 2025 Q1 filed May 15, 2025
- Lebenthal Global Advisors 2024 Q4 filed Jan. 22, 2025
- Lebenthal Global Advisors 2024 Q3 filed Oct. 28, 2024
- Lebenthal Global Advisors 2024 Q2 filed July 24, 2024
- Lebenthal Global Advisors 2024 Q1 filed May 9, 2024
- Lebenthal Global Advisors 2023 Q4 filed Feb. 7, 2024
- Lebenthal Global Advisors 2023 Q3 filed Nov. 8, 2023
- Lebenthal Global Advisors 2023 Q2 filed Aug. 8, 2023
- Lebenthal Global Advisors 2023 Q1 filed May 5, 2023
- Lebenthal Global Advisors 2022 Q4 filed Feb. 7, 2023
- Lebenthal Global Advisors 2022 Q3 filed Nov. 8, 2022
- Lebenthal Global Advisors 2022 Q2 filed Aug. 5, 2022
- Lebenthal Global Advisors 2022 Q1 filed May 10, 2022
- Lebenthal Global Advisors 2021 Q4 restated filed April 15, 2022