Lantz Financial LLC Purchases in Q4 2025

Lantz Financial LLC

  • $434 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMCR
Amcor PLC

Consumer Cyclical
6.63K
+ 15.58%
$7.82 - $8.58 $51.9K - $56.9K
49.2K $417K
PLD
Prologis, Inc.

Real Estate
318
+ 9.95%
$111.23 - $127.18 $35.4K - $40.4K
3.51K $433K
NGG
National Grid PLC

Utilities
400
+ 5.28%
$72.53 - $78.09 $29K - $31.2K
7.98K $617K
PEP
Pepsico Inc

Consumer Defensive
196
+ 4.05%
$138.84 - $153.71 $27.2K - $30.1K
5.04K $745K
AVGO
Broadcom Inc.

Technology
38
+ 1.01%
$324.63 - $385.98 $12.3K - $14.7K
3.79K $1.3M
GM
General Motors CO

Consumer Cyclical
19
+ 0.34%
$55.35 - $71.89 $1.05K - $1.37K
5.57K $393K
RTX
Raytheon Technologies Corp

Industrials
111
+ 3.21%
$157.0 - $179.44 $17.4K - $19.9K
3.57K $627K
BTI
British American Tobacco P.L.C.

Consumer Defensive
529
+ 5.36%
$50.39 - $55.82 $26.7K - $29.5K
10.4K $568K
CGDV
Capital Group Divid Value ETF

ETFs
118
+ 0.28%
$41.33 - $43.47 $4.88K - $5.13K
42.8K $1.83M
CEG
Constellation Energy Corp

Utilities
8
+ 0.22%
$335.74 - $401.43 $2.69K - $3.21K
3.67K $1.24M
ITT
Itt Inc.

Industrials
125
+ 8.9%
$170.91 - $195.47 $21.4K - $24.4K
1.53K $282K
DUK
Duke Energy Corp

Utilities
150
+ 2.2%
$121.57 - $129.03 $18.2K - $19.4K
6.97K $872K
QQQ
Invesco Qqq Trust, Series 1

ETFs
40
+ 2.93%
$589.5 - $635.77 $23.6K - $25.4K
1.41K $848K
LNC
Lincoln National Corp

Financial Services
465
+ 3.98%
$38.04 - $42.0 $17.7K - $19.5K
12.2K $498K
MMM
3 M CO

Industrials
11
+ 0.45%
$148.75 - $171.6 $1.64K - $1.89K
2.44K $403K
CVS
Cvs Health Corp

Healthcare
141
+ 3.01%
$76.69 - $83.04 $10.8K - $11.7K
4.83K $378K
KKR
Kkr & Co. Inc.

Financial Services
355
+ 20.1%
$117.52 - $127.65 $41.7K - $45.3K
2.12K $254K
TRP
Tc Energy Corp

Energy
340
+ 4.5%
$49.79 - $55.23 $16.9K - $18.8K
7.9K $436K
DE
Deere & CO

Industrials
11
+ 1.18%
$439.11 - $480.78 $4.83K - $5.29K
946 $450K
IDXX
Idexx Laboratories Inc

Healthcare
5
+ 1.31%
$616.15 - $722.94 $3.08K - $3.61K
386 $266K
FE
Firstenergy Corp

Utilities
467
+ 6.75%
$45.46 - $47.69 $21.2K - $22.3K
7.39K $339K
XYL
Xylem Inc.

Industrials
253
+ 8.39%
$142.73 - $152.95 $36.1K - $38.7K
3.27K $466K
SHEL
Shell PLC

Energy
14
+ 0.28%
$71.37 - $77.01 $999 - $1.08K
5.05K $382K
WMT
Walmart Inc.

Consumer Defensive
218
+ 2.12%
$101.18 - $109.03 $22.1K - $23.8K
10.5K $1.08M
CGGO
Capital Group Global Growth Eq

ETFs
617
+ 6.56%
$33.63 - $35.51 $20.7K - $21.9K
10K $342K
TFC
Truist Financial Corp

Financial Services
572
+ 7.09%
$41.09 - $45.64 $23.5K - $26.1K
8.64K $387K
F
Ford Motor CO

Consumer Cyclical
152
+ 1.14%
$11.41 - $13.84 $1.73K - $2.1K
13.5K $177K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
252
+ 3.3%
$45.45 - $48.31 $11.5K - $12.2K
7.89K $374K
AXP
American Express CO

Financial Services
28
+ 3.59%
$316.26 - $372.77 $8.86K - $10.4K
808 $275K
PM
Philip Morris International Inc.

Consumer Defensive
1.02K
+ 6.91%
$144.33 - $160.86 $147K - $164K
15.8K $2.41M
CINF
Cincinnati Financial Corp

Financial Services
3
+ 0.14%
$151.39 - $166.89 $454 - $501
2.21K $362K
BAC
Bank Of America Corp

Financial Services
302
+ 1.61%
$48.65 - $54.11 $14.7K - $16.3K
19K $979K
QCOM
Qualcomm Inc

Technology
74
+ 4.98%
$153.59 - $187.68 $11.4K - $13.9K
1.56K $260K
TJX
Tjx Companies Inc

Consumer Cyclical
77
+ 4.75%
$138.56 - $147.63 $10.7K - $11.4K
1.7K $247K
IBMP
Ishares Tr Ibonds December 202

ETFs
594
+ 1.69%
$25.31 - $25.44 $15K - $15.1K
35.8K $907K
PFE
Pfizer Inc

Healthcare
1.06K
+ 2.33%
$24.23 - $27.37 $25.6K - $29K
46.4K $1.16M
AON
Aon PLC

Financial Services
53
+ 3.46%
$326.07 - $366.93 $17.3K - $19.4K
1.59K $554K
GD
General Dynamics Corp

Industrials
7
+ 0.95%
$330.59 - $353.77 $2.31K - $2.48K
747 $257K
GLW
Corning Inc

Technology
23
+ 0.47%
$82.06 - $90.29 $1.89K - $2.08K
4.96K $406K
Innovator Etfs Trust
5.29K
+ 47.1%
N/A
16.5K $0
Blackrock ETF Trust
14.5K
+ 21.73%
N/A
81K $0
Blackrock ETF Trust
10.7K
+ 17.19%
N/A
73.2K $0
Capital Group Core Balanced
14.9K
New
N/A
14.9K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
2.97K
+ 28.1%
N/A
13.6K $0
Innovator Etfs Trust
12.8K
New
N/A
12.8K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
3.19K
+ 6.45%
N/A
52.6K $0
Unilever PLC
4.25K
New
N/A
4.25K $0
Capital Group New Geography
14.9K
+ 18.76%
N/A
94K $0
FDV
Federated Hermes ETF Tr U S St
52.1K
+ 15.29%
N/A
393K $0
Activity Summary
Buys All Purchases 128 New Holdings 17 Increased Positions 111 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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