Lantz Financial LLC Incresed Positions in Q4 2025

Lantz Financial LLC

  • $434 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BNOV
Innovator U.S. Equity Buffer E

ETFs
270K
+ 2863.14%
$43.16 - $44.58 $11.7M - $12.1M
280K $12.2M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
271K
+ 281.88%
$19.7 - $19.78 $5.33M - $5.35M
367K $7.24M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
126K
+ 110.23%
N/A
239K $6.1M
IVE
Ishares S&P 500 Value ETF

ETFs
11.2K
+ 40.87%
$202.52 - $212.07 $2.27M - $2.38M
38.6K $8.09M
CGGR
Capital Group Growth ETF Shs C

ETFs
40.6K
+ 40.91%
$43.04 - $45.68 $1.75M - $1.86M
140K $6.03M
HON
Honeywell International Inc

Industrials
8.05K
+ 543.99%
$194.07 - $220.67 $1.56M - $1.78M
9.53K $1.87M
CGXU
Capital Group Intl Focus Equit

ETFs
39.2K
+ 7.09%
$29.32 - $31.03 $1.15M - $1.22M
592K $17.7M
IEMG
Ishares Inc

ETFs
19.6K
+ 27.15%
N/A
91.7K $4.92M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.92K
+ 58.54%
$245.79 - $258.02 $963K - $1.01M
10.6K $2.61M
LLY
Eli Lilly & CO

Healthcare
103
+ 5.48%
$799.57 - $1025.28 $82.4K - $106K
1.98K $2.03M
DFSV
Dimensional ETF Tr Dimensional

ETFs
17.5K
+ 12.56%
$30.55 - $32.35 $534K - $565K
156K $4.91M
HDV
Ishares Core High Dividend ETF

ETFs
4.05K
+ 3.84%
$118.22 - $122.79 $479K - $498K
110K $13.4M
AAPL
Apple Inc.

Technology
48
+ 0.14%
$245.27 - $275.25 $11.8K - $13.2K
34.3K $9.16M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
21.9K
+ 5.07%
$19.54 - $19.6 $428K - $430K
454K $8.89M
TEQI
T Rowe Price Exchange Traded F

Technology
10.2K
+ 10.21%
$42.88 - $44.46 $438K - $454K
110K $4.81M
ACN
Accenture PLC

Technology
1.83K
+ 37.0%
$234.02 - $253.35 $428K - $464K
6.78K $1.64M
OEF
Ishares S&P 100 ETF

ETFs
1.54K
+ 10.42%
N/A
16.3K $4.34M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.12K
+ 5.46%
$118.29 - $126.28 $369K - $394K
60.3K $7.3M
IVV
Ishares Core S&P 500 ETF

ETFs
138
+ 0.33%
$656.2 - $690.71 $90.6K - $95.3K
42.3K $28.6M
GOOGL
Alphabet Inc.

Communication Services
352
+ 5.54%
$236.57 - $291.31 $83.3K - $103K
6.71K $1.85M
CME
Cme Group Inc.

Financial Services
884
+ 22.68%
$261.53 - $285.04 $231K - $252K
4.78K $1.33M
MRK
Merck & Co., Inc.

Healthcare
1.43K
+ 9.29%
$82.49 - $92.93 $118K - $132K
16.8K $1.56M
CGUS
Capital Group Core Equity ETF
5.24K
+ 11.79%
$38.81 - $40.67 $203K - $213K
49.7K $1.97M
BOCT
Innovator U.S. Equity Buffer E

ETFs
4.13K
+ 21.88%
$47.74 - $49.27 $197K - $204K
23K $1.12M
KMB
Kimberly Clark Corp

Consumer Defensive
2.41K
+ 93.73%
$100.05 - $123.23 $241K - $296K
4.97K $517K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
3.88K
+ 7.48%
$41.77 - $42.6 $162K - $165K
55.8K $2.37M
BJAN
Innovator U.S. Equity Buffer E

ETFs
2.96K
+ 13.16%
$52.36 - $53.83 $155K - $159K
25.4K $1.36M
NEE
Nextera Energy Inc

Utilities
230
+ 1.65%
$78.18 - $86.03 $18K - $19.8K
14.2K $1.22M
BMY
Bristol Myers Squibb CO

Healthcare
2.9K
+ 31.76%
$42.6 - $49.08 $124K - $142K
12K $563K
DUSA
Davis Fundamental ETF Tr

ETFs
2.93K
+ 12.06%
$46.5 - $49.0 $136K - $143K
27.2K $1.3M
ITA
Ishares Tr

ETFs
787
+ 12.99%
$205.04 - $218.9 $161K - $172K
6.84K $1.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 0.9%
$475.68 - $513.11 $40.4K - $43.6K
9.52K $4.84M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
11K
+ 42.07%
$8.93 - $9.14 $98.2K - $101K
37.1K $335K
SNY
Sanofi

Healthcare
527
+ 5.39%
$48.09 - $52.34 $25.3K - $27.6K
10.3K $533K
VUG
Vanguard Growth ETF

ETFs
117
+ 3.22%
$470.44 - $504.26 $55K - $59K
3.75K $1.81M
AMCR
Amcor PLC

Consumer Cyclical
6.63K
+ 15.58%
$7.82 - $8.58 $51.9K - $56.9K
49.2K $417K
PH
Parker Hannifin Corp

Industrials
17
+ 2.28%
$716.66 - $857.93 $12.2K - $14.6K
764 $635K
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
INTC
Intel Corp

Technology
76
+ 0.28%
$34.71 - $41.53 $2.64K - $3.16K
27.2K $943K
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
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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