Lantz Financial LLC Purchases in Q1 2025

Lantz Financial LLC

  • $348 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
52.6K
New
$37.87 - $39.86 $1.99M - $2.1M
52.6K $2M
OEF
Ishares S&P 100 ETF

ETFs
4.24K
+ 206.58%
N/A
6.29K $1.67M
IVE
Ishares S&P 500 Value ETF

ETFs
5.32K
+ 34.52%
$185.78 - $198.58 $988K - $1.06M
20.7K $3.91M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
9.29K
New
$96.18 - $109.82 $894K - $1.02M
9.29K $951K
HDV
Ishares Core High Dividend ETF

ETFs
1.59K
+ 1.6%
$110.86 - $121.12 $176K - $192K
101K $12M
CGXU
Capital Group Intl Focus Equit

ETFs
32.6K
+ 6.91%
$24.59 - $26.59 $802K - $867K
504K $12.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.63K
+ 57.01%
$100.34 - $100.68 $765K - $768K
21K $2.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 0.13%
$442.66 - $534.52 $5.75K - $6.95K
9.73K $5.11M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
26.9K
+ 8.62%
$20.64 - $20.73 $556K - $558K
339K $7.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.69K
+ 15.36%
$168.16 - $186.21 $789K - $873K
35.2K $5.97M
IEMG
Ishares Inc

ETFs
9.17K
+ 46.8%
N/A
28.8K $1.54M
BMAR
Innovator U.S. Equity Buffer E

ETFs
10.4K
+ 59.01%
$44.99 - $47.69 $468K - $496K
28K $1.27M
XOM
Exxon Mobil Corp

Energy
1.23K
+ 5.51%
$105.44 - $118.93 $130K - $146K
23.6K $2.81M
TEQI
T Rowe Price Exchange Traded F

Technology
7.29K
+ 9.21%
$40.26 - $42.96 $293K - $313K
86.4K $3.59M
IAU
Ishares Gold Trust

ETFs
4.29K
+ 39.32%
$49.74 - $58.96 $213K - $253K
15.2K $895K
IBM
International Business Machines Corp

Technology
29
+ 0.25%
$217.4 - $264.74 $6.3K - $7.68K
11.8K $2.93M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.8K
+ 4.11%
$19.42 - $19.54 $306K - $308K
399K $7.78M
JNJ
Johnson & Johnson

Healthcare
377
+ 3.25%
$142.06 - $167.7 $53.6K - $63.2K
12K $1.99M
ABBV
Abb Vie Inc.

Healthcare
340
+ 5.1%
$169.2 - $216.66 $57.5K - $73.7K
7K $1.47M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
7.55K
New
$35.26 - $36.57 $266K - $276K
7.55K $268K
AON
Aon PLC

Financial Services
481
+ 31.64%
$348.44 - $409.32 $168K - $197K
2K $798K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
26
+ 0.34%
$208.48 - $244.03 $5.42K - $6.34K
7.76K $1.89M
LLY
Eli Lilly & CO

Healthcare
175
+ 10.23%
$725.72 - $929.72 $127K - $163K
1.89K $1.56M
CVS
Cvs Health Corp

Healthcare
3.39K
New
$44.22 - $68.64 $150K - $233K
3.39K $229K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
8.98K
+ 10.19%
N/A
97.1K $2.48M
WRB
Berkley W R Corp

Financial Services
3.18K
New
$56.7 - $71.27 $180K - $226K
3.18K $226K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.53K
New
$82.81 - $92.93 $210K - $235K
2.53K $214K
MDT
Medtronic PLC

Healthcare
2.33K
New
$79.84 - $94.5 $186K - $220K
2.33K $209K
IYE
Ishares Tr

ETFs
4.19K
New
$45.23 - $49.95 $190K - $209K
4.19K $204K
PM
Philip Morris International Inc.

Consumer Defensive
158
+ 3.62%
$117.15 - $158.79 $18.5K - $25.1K
4.53K $718K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.09K
+ 12.67%
$19.43 - $19.62 $177K - $178K
80.8K $1.58M
V
Visa Inc.

Financial Services
253
+ 10.84%
$306.92 - $362.71 $77.7K - $91.8K
2.59K $906K
AMGN
Amgen Inc

Healthcare
244
+ 13.6%
$258.59 - $327.36 $63.1K - $79.9K
2.04K $634K
ZTS
Zoetis Inc.

Healthcare
985
+ 79.69%
$156.48 - $175.67 $154K - $173K
2.22K $365K
AJG
Arthur J. Gallagher & Co.

Financial Services
152
+ 8.49%
$275.89 - $345.24 $41.9K - $52.5K
1.94K $670K
MCD
Mcdonalds Corp

Consumer Cyclical
62
+ 1.11%
$279.74 - $321.29 $17.3K - $19.9K
5.64K $1.76M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
813
+ 17.77%
$196.12 - $229.48 $159K - $187K
5.39K $1.08M
GE
General Electric CO

Industrials
19
+ 0.49%
$168.59 - $212.13 $3.2K - $4.03K
3.88K $775K
SNY
Sanofi

Healthcare
1.06K
+ 12.76%
$48.15 - $59.42 $50.8K - $62.7K
9.33K $517K
KO
Coca Cola CO

Consumer Defensive
369
+ 3.8%
$60.81 - $72.32 $22.4K - $26.7K
10.1K $720K
ABT
Abbott Laboratories

Healthcare
39
+ 0.73%
$111.1 - $140.22 $4.33K - $5.47K
5.35K $709K
NGG
National Grid PLC

Utilities
1.05K
+ 16.14%
$56.13 - $65.61 $58.8K - $68.7K
7.54K $494K
NVS
Novartis Ag

Healthcare
132
+ 2.04%
$97.14 - $115.57 $12.8K - $15.3K
6.61K $736K
SBUX
Starbucks Corp

Consumer Cyclical
793
+ 27.52%
$91.75 - $115.81 $72.8K - $91.8K
3.68K $359K
IBMP
Ishares Tr Ibonds December 202

ETFs
3.44K
+ 12.65%
$25.1 - $25.34 $86.4K - $87.2K
30.7K $774K
BJAN
Innovator U.S. Equity Buffer E

ETFs
2.58K
+ 12.84%
$46.03 - $49.45 $119K - $127K
22.7K $1.05M
DFSV
Dimensional ETF Tr Dimensional

ETFs
22.8K
+ 10.73%
$27.56 - $32.1 $629K - $733K
236K $6.62M
RTX
Raytheon Technologies Corp

Industrials
132
+ 4.11%
$114.1 - $135.66 $15.1K - $17.9K
3.34K $442K
META
Meta Platforms, Inc.

Communication Services
138
+ 8.32%
$576.36 - $736.67 $79.5K - $102K
1.8K $1.04M
Activity Summary
Buys All Purchases 111 New Holdings 11 Increased Positions 100 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lantz Financial LLC Portfolio

Follow Lantz Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email