Lantz Financial LLC Purchases in Q3 2025

Lantz Financial LLC

  • $421 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSEP
Innovator U.S. Equity Buffer E

ETFs
1.79K
+ 2.89%
$45.13 - $48.29 $80.9K - $86.5K
63.9K $3.08M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
621
+ 10.23%
$236.25 - $257.69 $147K - $160K
6.69K $1.72M
HD
Home Depot, Inc.

Consumer Cyclical
62
+ 1.05%
$357.4 - $423.42 $22.2K - $26.3K
5.98K $2.42M
ITT
Itt Inc.

Industrials
1.4K
New
$155.93 - $182.88 $219K - $257K
1.4K $250K
BAC
Bank Of America Corp

Financial Services
3.54K
+ 23.27%
$44.92 - $52.42 $159K - $185K
18.7K $966K
ETR
Entergy Corp

Utilities
20
+ 0.08%
$80.93 - $93.55 $1.62K - $1.87K
23.7K $2.21M
TJX
Tjx Companies Inc

Consumer Cyclical
1.62K
New
$121.35 - $144.54 $197K - $234K
1.62K $234K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
87
+ 0.2%
$84.28 - $89.46 $7.33K - $7.78K
43.5K $3.87M
HSY
Hershey CO

Consumer Defensive
30
+ 0.28%
$161.95 - $193.45 $4.86K - $5.8K
10.6K $1.98M
MA
Mastercard Inc

Financial Services
362
+ 26.29%
$550.18 - $598.96 $199K - $217K
1.74K $989K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3K
New
$63.41 - $69.69 $190K - $209K
3K $205K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
7.7K
+ 7.26%
N/A
114K $2.9M
XYL
Xylem Inc.

Industrials
1K
+ 49.73%
$129.67 - $147.5 $130K - $148K
3.01K $444K
BP
Bp PLC

Energy
1.42K
+ 4.87%
$30.25 - $35.69 $43K - $50.8K
30.6K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
436
+ 48.34%
$237.77 - $353.61 $104K - $154K
1.34K $462K
BX
Blackstone Inc.

Financial Services
635
+ 21.67%
$152.77 - $188.68 $97K - $120K
3.57K $609K
C
Citigroup Inc

Financial Services
1.19K
+ 38.18%
$85.57 - $103.49 $102K - $123K
4.3K $436K
MRK
Merck & Co., Inc.

Healthcare
1.19K
+ 8.42%
$77.6 - $87.37 $92.4K - $104K
15.3K $1.29M
CGUS
Capital Group Core Equity ETF
1.27K
+ 2.93%
$36.89 - $39.72 $46.7K - $50.2K
44.4K $1.76M
CEG
Constellation Energy Corp

Utilities
432
+ 13.39%
$298.82 - $354.89 $129K - $153K
3.66K $1.2M
USB
Us Bancorp \De\

Financial Services
237
+ 0.48%
$43.94 - $50.41 $10.4K - $11.9K
49.2K $2.38M
AMCR
Amcor PLC

Consumer Cyclical
22K
+ 107.25%
$7.97 - $9.94 $176K - $219K
42.6K $348K
ENB
Enbridge Inc

Energy
1.78K
+ 13.8%
$43.79 - $50.46 $77.9K - $89.8K
14.7K $740K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.58K
+ 8.58%
$19.61 - $19.79 $149K - $150K
96K $1.89M
BA
Boeing CO

Industrials
622
+ 20.25%
$209.79 - $237.38 $130K - $148K
3.69K $797K
MCD
Mcdonalds Corp

Consumer Cyclical
316
+ 6.32%
$291.67 - $316.99 $92.2K - $100K
5.32K $1.62M
BJUL
Innovator U.S. Equity Buffer E

ETFs
1.22K
+ 3.28%
$47.14 - $49.66 $57.4K - $60.4K
38.4K $1.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 0.58%
$617.65 - $666.84 $10.5K - $11.3K
2.95K $1.97M
IJUL
Innovator Etfs Tr

ETFs
3.2K
+ 5.91%
$31.5 - $32.72 $101K - $105K
57.4K $1.88M
SO
Southern CO

Utilities
437
+ 1.3%
$90.83 - $96.0 $39.7K - $42K
34.2K $3.24M
MSI
Motorola Solutions, Inc.

Technology
209
+ 20.59%
$408.73 - $490.3 $85.4K - $102K
1.22K $559K
XEL
Xcel Energy Inc

Utilities
730
+ 12.63%
$67.56 - $80.65 $49.3K - $58.9K
6.51K $525K
DUK
Duke Energy Corp

Utilities
779
+ 12.9%
$116.31 - $125.93 $90.6K - $98.1K
6.82K $843K
PLD
Prologis, Inc.

Real Estate
927
+ 40.87%
$104.08 - $115.35 $96.5K - $107K
3.2K $365K
WFC
Wells Fargo & Company

Financial Services
789
+ 5.05%
$77.05 - $85.16 $60.8K - $67.2K
16.4K $1.38M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.29K
+ 15.09%
$46.69 - $59.27 $60.4K - $76.6K
9.86K $523K
IBMP
Ishares Tr Ibonds December 202

ETFs
4.41K
+ 14.32%
$25.3 - $25.56 $111K - $113K
35.2K $896K
TROW
Price T Rowe Group Inc

Financial Services
170
+ 1.08%
$98.67 - $111.52 $16.8K - $19K
15.9K $1.64M
CVS
Cvs Health Corp

Healthcare
1.19K
+ 33.9%
$58.75 - $76.5 $69.8K - $90.9K
4.69K $353K
GM
General Motors CO

Consumer Cyclical
923
+ 19.93%
$48.89 - $61.24 $45.1K - $56.5K
5.56K $338K
ADI
Analog Devices Inc

Technology
138
+ 1.46%
$220.68 - $255.63 $30.5K - $35.3K
9.6K $2.36M
NEE
Nextera Energy Inc

Utilities
295
+ 2.16%
$69.77 - $77.54 $20.6K - $22.9K
14K $1.05M
APH
Amphenol Corp

Technology
134
+ 4.34%
$97.39 - $125.4 $13.1K - $16.8K
3.22K $398K
TFC
Truist Financial Corp

Financial Services
1.62K
+ 25.2%
$42.83 - $47.07 $69.5K - $76.4K
8.06K $368K
RTX
Raytheon Technologies Corp

Industrials
112
+ 3.34%
$144.19 - $167.33 $16.1K - $18.7K
3.46K $579K
CMCSA
Comcast Corp

Communication Services
3.88K
+ 49.56%
$31.41 - $36.33 $122K - $141K
11.7K $368K
PLTR
Palantir Technologies Inc.

Technology
26
+ 1.47%
$130.68 - $186.97 $3.4K - $4.86K
1.8K $327K
IBMO
Ishares Tr Ibonds December 202

ETFs
3.14K
+ 7.75%
$25.58 - $25.72 $80.2K - $80.7K
43.6K $1.12M
FE
Firstenergy Corp

Utilities
1.01K
+ 17.15%
$39.76 - $45.82 $40.3K - $46.4K
6.92K $316K
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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