Lantz Financial LLC Purchases in Q4 2025

Lantz Financial LLC

  • $434 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
81
+ 5.83%
N/A
1.47K $0
Innovator Etfs Trust
7.41K
New
N/A
7.41K $0
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 1.27%
$910.94 - $954.99 $7.29K - $7.64K
637 $581K
O
Realty Income Corp

Real Estate
359
+ 6.6%
$56.12 - $60.64 $20.1K - $21.8K
5.8K $329K
SCHW
Schwab Charles Corp

Financial Services
99
+ 3.15%
$91.91 - $97.71 $9.1K - $9.67K
3.24K $298K
COF
Capital One Financial Corp

Financial Services
57
+ 5.2%
$201.01 - $225.01 $11.5K - $12.8K
1.15K $231K
SYK
Stryker Corp

Healthcare
6
+ 0.99%
$353.81 - $388.35 $2.12K - $2.33K
614 $221K
PLTR
Palantir Technologies Inc.

Technology
50
+ 2.78%
$172.14 - $207.18 $8.61K - $10.4K
1.85K $321K
CL
Colgate Palmolive CO

Consumer Defensive
149
+ 0.78%
$74.98 - $79.86 $11.2K - $11.9K
19.4K $1.53M
PNC
Pnc Financial Services Group, Inc.

Financial Services
161
+ 6.65%
$178.37 - $198.46 $28.7K - $32K
2.58K $475K
TROW
Price T Rowe Group Inc

Financial Services
14
+ 0.09%
$101.07 - $106.13 $1.41K - $1.49K
16K $1.62M
MO
Altria Group, Inc.

Consumer Defensive
2.18K
+ 11.94%
$56.38 - $66.65 $123K - $145K
20.4K $1.19M
PG
Procter & Gamble CO

Consumer Defensive
132
+ 2.51%
$145.5 - $153.18 $19.2K - $20.2K
5.4K $786K
ENB
Enbridge Inc

Energy
361
+ 2.46%
$46.39 - $50.07 $16.7K - $18.1K
15K $717K
CMCSA
Comcast Corp

Communication Services
942
+ 8.04%
$26.98 - $31.09 $25.4K - $29.3K
12.7K $344K
ONB
Old National Bancorp

Financial Services
10
+ 0.05%
$19.6 - $22.57 $196 - $226
20.3K $421K
NFLX
Netflix Inc

Communication Services
3.12K
+ 917.65%
$110.29 - $1241.35 $344K - $3.87M
3.46K $381K
DIS
Walt Disney CO

Communication Services
66
+ 1.77%
$105.69 - $116.65 $6.98K - $7.7K
3.79K $400K
UNH
Unitedhealth Group Inc

Healthcare
7
+ 0.52%
$320.52 - $369.92 $2.24K - $2.59K
1.35K $431K
TSLA
Tesla, Inc.

Consumer Cyclical
74
+ 3.71%
$401.99 - $468.37 $29.7K - $34.7K
2.07K $845K
MA
Mastercard Inc

Financial Services
15
+ 0.86%
$536.85 - $580.45 $8.05K - $8.71K
1.75K $941K
MSFT
Microsoft Corp

Technology
438
+ 1.69%
$496.82 - $542.07 $218K - $237K
26.4K $13.4M
PAYX
Paychex Inc

Industrials
1.88K
+ 9.7%
$111.08 - $128.59 $209K - $242K
21.3K $2.38M
BA
Boeing CO

Industrials
8
+ 0.22%
$191.81 - $225.32 $1.53K - $1.8K
3.7K $710K
USB
Us Bancorp \De\

Financial Services
199
+ 0.4%
$45.28 - $48.26 $9.01K - $9.6K
49.4K $2.24M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
+ 0.32%
$176.58 - $207.02 $4.41K - $5.18K
7.76K $1.4M
RSG
Republic Services, Inc.

Industrials
2
+ 0.02%
$204.12 - $227.29 $408 - $455
12.9K $2.7M
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
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