Lantz Financial LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $356 Million distributed in 227 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $33.4M, Capital Group Intl Focus Equit with a value of $11.6M, Ishares Core High Dividend ETF with a value of $11.1M, Microsoft Corp with a value of $11M, and Vanguard Total Stock Market Et with a value of $10.7M.

Examining the 13F form we can see an increase of $4.7M in the current position value, from $351M to 356M.

Below you can find more details about Lantz Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $356 Million
ETFs: $185 Million
Technology: $41.9 Million
Financial Services: $33.2 Million
Industrials: $19.4 Million
Consumer Defensive: $13.7 Million
Healthcare: $13.1 Million
Consumer Cyclical: $12.8 Million
Utilities: $12.6 Million
Other: $19.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 227
  • Current Value $356 Million
  • Prior Value $351 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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