Lantz Financial LLC Incresed Positions in Q4 2024

Lantz Financial LLC

  • $356 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
12K
+ 300.0%
$25.93 - $105.3 $312K - $1.27M
16.1K $447K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 1.74%
$873.59 - $994.69 $9.61K - $10.9K
645 $590K
IVE
Ishares S&P 500 Value ETF

ETFs
633
+ 4.29%
$189.5 - $206.17 $120K - $131K
15.4K $2.94M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.66K
+ 11.71%
$55.45 - $61.08 $203K - $223K
34.9K $1.93M
GLD
Spdr Gold Trust

ETFs
104
+ 9.51%
$236.59 - $257.5 $24.6K - $26.8K
1.2K $290K
ECL
Ecolab Inc.

Basic Materials
166
+ 20.8%
$234.32 - $261.43 $38.9K - $43.4K
964 $225K
CINF
Cincinnati Financial Corp

Financial Services
15
+ 0.69%
$132.86 - $160.16 $1.99K - $2.4K
2.2K $315K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
35
+ 0.93%
$124.61 - $133.96 $4.36K - $4.69K
3.78K $486K
DE
Deere & CO

Industrials
16
+ 1.99%
$389.45 - $466.0 $6.23K - $7.46K
819 $347K
TFC
Truist Financial Corp

Financial Services
184
+ 3.21%
$41.51 - $48.1 $7.64K - $8.85K
5.92K $256K
MEAR
Blackrock Short Maturity Munic

ETFs
245
+ 4.12%
$49.94 - $50.28 $12.2K - $12.3K
6.19K $309K
ORCL
Oracle Corp

Technology
359
+ 2.56%
$165.41 - $192.43 $59.4K - $69.1K
14.4K $2.4M
MSCI
Msci Inc.

Financial Services
2
+ 0.5%
$569.09 - $635.99 $1.14K - $1.27K
403 $241K
TRP
Tc Energy Corp

Energy
312
+ 4.03%
$44.03 - $50.23 $13.7K - $15.7K
8.05K $374K
SYK
Stryker Corp

Healthcare
20
+ 3.37%
$345.14 - $392.15 $6.9K - $7.84K
613 $220K
ACN
Accenture PLC

Technology
25
+ 1.64%
$343.9 - $376.86 $8.6K - $9.42K
1.55K $545K
TXN
Texas Instruments Inc

Technology
26
+ 2.36%
N/A
1.13K $219K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
154
+ 1.61%
$442.29 - $483.08 $68.1K - $74.4K
9.72K $4.41M
IEMG
Ishares Inc

ETFs
46
+ 0.24%
N/A
19.6K $1.05M
FDV
Federated Hermes ETF Tr U S St
20.8K
+ 9.33%
N/A
244K $0
Ge Vernova Inc
7
+ 0.8%
N/A
885 $0
Innovator Etfs Trust
4.23K
+ 56.49%
N/A
11.7K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
530
+ 1.56%
N/A
34.6K $0
Capital Group New Geography
16.7K
+ 52.91%
N/A
48.3K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
731
+ 1.2%
N/A
61.7K $0
PLD
Prologis, Inc.

Real Estate
339
+ 18.95%
$101.4 - $126.96 $34.4K - $43K
2.13K $224K
ZTS
Zoetis Inc.

Healthcare
194
+ 18.62%
$162.24 - $194.42 $31.5K - $37.7K
1.24K $201K
PG
Procter & Gamble CO

Consumer Defensive
147
+ 2.91%
$161.05 - $179.7 $23.7K - $26.4K
5.2K $871K
CLX
Clorox CO

Consumer Defensive
20
+ 0.15%
$156.51 - $169.74 $3.13K - $3.39K
13K $2.11M
SHEL
Shell PLC

Energy
101
+ 2.07%
$60.63 - $70.23 $6.12K - $7.09K
4.98K $312K
IFRA
Ishares Tr

ETFs
21
+ 0.15%
$45.94 - $51.71 $965 - $1.09K
14.1K $651K
UNP
Union Pacific Corp

Industrials
11
+ 1.19%
$223.15 - $249.32 $2.45K - $2.74K
938 $213K
SCHV
Schwab Strategic Tr Us Large C

ETFs
15.7K
+ 200.0%
$25.79 - $80.4 $406K - $1.27M
23.6K $615K
GGG
Graco Inc

Industrials
5
+ 0.09%
$81.45 - $92.29 $407 - $461
5.54K $466K
AEP
American Electric Power CO Inc

Utilities
115
+ 3.67%
$90.91 - $102.21 $10.5K - $11.8K
3.25K $299K
EXC
Exelon Corp

Utilities
73
+ 0.84%
$36.22 - $40.97 $2.64K - $2.99K
8.78K $330K
CGDV
Capital Group Divid Value ETF

ETFs
523
+ 1.29%
$35.16 - $37.12 $18.4K - $19.4K
40.9K $1.44M
AMCR
Amcor PLC

Consumer Cyclical
618
+ 3.18%
$9.34 - $11.37 $5.77K - $7.03K
20.1K $188K
DUK
Duke Energy Corp

Utilities
106
+ 1.8%
$105.76 - $120.76 $11.2K - $12.8K
6.01K $647K
MCD
Mcdonalds Corp

Consumer Cyclical
152
+ 2.8%
$288.47 - $316.54 $43.8K - $48.1K
5.57K $1.62M
AMGN
Amgen Inc

Healthcare
220
+ 13.98%
$258.78 - $328.31 $56.9K - $72.2K
1.79K $467K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
51
+ 0.37%
$34.13 - $37.35 $1.74K - $1.9K
13.7K $467K
SNY
Sanofi

Healthcare
520
+ 6.7%
$45.89 - $57.31 $23.9K - $29.8K
8.28K $399K
LYB
Lyondell Basell Industries N.V.

Basic Materials
226
+ 6.81%
$72.97 - $96.75 $16.5K - $21.9K
3.54K $263K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.51%
$501.29 - $612.85 $1.5K - $1.84K
593 $308K
VZ
Verizon Communications Inc

Communication Services
197
+ 1.32%
$39.6 - $45.21 $7.8K - $8.91K
15.1K $605K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
318
+ 0.72%
$80.93 - $85.66 $25.7K - $27.2K
44.5K $3.6M
KO
Coca Cola CO

Consumer Defensive
143
+ 1.5%
$61.74 - $71.71 $8.83K - $10.3K
9.7K $603K
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 0.63%
$385.02 - $431.37 $15K - $16.8K
6.25K $2.43M
Activity Summary
Buys All Purchases 126 New Holdings 14 Increased Positions 112 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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