Lantz Financial LLC Purchases in Q3 2025

Lantz Financial LLC

  • $421 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
719
+ 1.73%
$620.67 - $670.08 $446K - $482K
42.2K $28.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
39.3K
New
$60.9 - $70.75 $2.39M - $2.78M
39.3K $2.46M
AAPL
Apple Inc.

Technology
1.6K
+ 4.9%
$202.38 - $256.87 $324K - $411K
34.2K $8.71M
CGXU
Capital Group Intl Focus Equit

ETFs
20.3K
+ 3.82%
$26.49 - $29.62 $538K - $602K
553K $16.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
24.1K
+ 23.72%
$54.35 - $59.32 $1.31M - $1.43M
126K $7.46M
PM
Philip Morris International Inc.

Consumer Defensive
11.6K
+ 365.21%
$157.77 - $183.27 $1.83M - $2.12M
14.8K $2.39M
OEF
Ishares S&P 100 ETF

ETFs
6.05K
+ 69.19%
N/A
14.8K $3.93M
NVDA
Nvidia Corp

Technology
2K
+ 4.92%
$153.3 - $186.58 $306K - $373K
42.6K $7.95M
MSFT
Microsoft Corp

Technology
1.74K
+ 7.19%
$491.09 - $535.64 $854K - $932K
26K $13.4M
ITA
Ishares Tr

ETFs
6.06K
New
$184.73 - $209.26 $1.12M - $1.27M
6.06K $1.27M
SBUX
Starbucks Corp

Consumer Cyclical
13.8K
+ 346.61%
$81.9 - $96.86 $1.13M - $1.34M
17.8K $1.51M
VTI
Vanguard Total Stock Market Et

ETFs
649
+ 1.71%
$303.93 - $329.86 $197K - $214K
38.6K $12.7M
JNJ
Johnson & Johnson

Healthcare
3.35K
+ 28.18%
$155.17 - $185.42 $520K - $621K
15.2K $2.83M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.01K
+ 5.57%
$108.97 - $121.65 $328K - $367K
57.2K $6.9M
HDV
Ishares Core High Dividend ETF

ETFs
2.83K
+ 2.76%
$118.16 - $123.66 $334K - $350K
105K $12.9M
IVE
Ishares S&P 500 Value ETF

ETFs
2.79K
+ 11.34%
$194.44 - $206.51 $543K - $576K
27.4K $5.66M
WM
Waste Management Inc

Industrials
3.8K
New
$213.88 - $237.1 $814K - $902K
3.8K $840K
ACN
Accenture PLC

Technology
3.48K
+ 236.69%
$232.56 - $304.78 $809K - $1.06M
4.95K $1.22M
GE
General Electric CO

Industrials
2.02K
+ 53.99%
$244.75 - $305.63 $495K - $618K
5.77K $1.74M
XOM
Exxon Mobil Corp

Energy
5.16K
+ 20.95%
$105.83 - $117.22 $546K - $605K
29.8K $3.36M
DFSV
Dimensional ETF Tr Dimensional

ETFs
11.7K
+ 9.22%
$29.2 - $32.74 $343K - $384K
139K $4.43M
IEMG
Ishares Inc

ETFs
11.5K
+ 18.88%
N/A
72.1K $3.87M
NTRS
Northern Trust Corp

Financial Services
3.17K
+ 13.43%
$123.6 - $134.6 $391K - $426K
26.7K $3.6M
JPM
Jpmorgan Chase & CO

Financial Services
1.36K
+ 19.49%
$282.78 - $316.06 $384K - $430K
8.33K $2.63M
PH
Parker Hannifin Corp

Industrials
747
New
$697.13 - $769.67 $521K - $575K
747 $566K
GOOG
Alphabet Inc.

Communication Services
685
+ 11.97%
$175.16 - $255.24 $120K - $175K
6.41K $1.56M
GOOGL
Alphabet Inc.

Communication Services
527
+ 9.04%
$174.36 - $254.72 $91.9K - $134K
6.35K $1.54M
IBM
International Business Machines Corp

Technology
2.25K
+ 19.93%
$234.77 - $292.47 $528K - $658K
13.5K $3.82M
CGGR
Capital Group Growth ETF Shs C

ETFs
4K
+ 4.2%
$40.2 - $44.58 $161K - $178K
99.3K $4.36M
CAT
Caterpillar Inc

Industrials
378
+ 11.13%
$390.92 - $477.15 $148K - $180K
3.77K $1.8M
LNC
Lincoln National Corp

Financial Services
11.7K
New
$33.37 - $43.29 $390K - $506K
11.7K $471K
CVX
Chevron Corp

Energy
974
+ 3.71%
$145.57 - $161.83 $142K - $158K
27.2K $4.22M
ABBV
Abb Vie Inc.

Healthcare
463
+ 6.37%
$184.85 - $231.54 $85.6K - $107K
7.73K $1.79M
V
Visa Inc.

Financial Services
1.39K
+ 52.58%
$332.09 - $358.86 $461K - $498K
4.03K $1.38M
IAU
Ishares Gold Trust

ETFs
4K
+ 30.05%
$61.62 - $72.77 $247K - $291K
17.3K $1.26M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
10.6K
New
$37.4 - $39.31 $398K - $418K
10.6K $418K
GLW
Corning Inc

Technology
4.93K
New
$51.6 - $82.03 $254K - $405K
4.93K $404K
TEQI
T Rowe Price Exchange Traded F

Technology
5.87K
+ 6.24%
$41.63 - $44.03 $244K - $259K
100K $4.39M
VZ
Verizon Communications Inc

Communication Services
8.2K
+ 55.79%
$40.84 - $45.06 $335K - $370K
22.9K $1.01M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.8K
+ 4.04%
$19.49 - $19.61 $327K - $329K
432K $8.45M
INTC
Intel Corp

Technology
1.87K
+ 7.41%
$19.31 - $35.5 $36.1K - $66.4K
27.1K $909K
QQQ
Invesco Qqq Trust, Series 1

ETFs
490
+ 55.94%
$546.99 - $602.2 $268K - $295K
1.37K $820K
AVGO
Broadcom Inc.

Technology
467
+ 14.22%
$264.74 - $369.57 $124K - $173K
3.75K $1.24M
TSLA
Tesla, Inc.

Consumer Cyclical
210
+ 11.77%
$293.94 - $444.72 $61.7K - $93.4K
1.99K $886K
FAST
Fastenal CO

Industrials
111
+ 0.25%
$42.47 - $50.39 $4.71K - $5.59K
44.7K $2.19M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
14.9K
+ 4.2%
$20.66 - $20.74 $308K - $309K
369K $7.63M
HON
Honeywell International Inc

Industrials
1.48K
New
$207.7 - $240.4 $307K - $356K
1.48K $311K
PFE
Pfizer Inc

Healthcare
10K
+ 28.46%
$23.29 - $25.88 $234K - $260K
45.3K $1.15M
T
At&T Inc.

Communication Services
10.7K
+ 68.17%
$26.94 - $29.62 $288K - $317K
26.4K $744K
Activity Summary
Buys All Purchases 162 New Holdings 16 Increased Positions 146 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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