Lantz Financial LLC Sells in Q3 2025

Lantz Financial LLC

  • $421 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-14.7K
- 53.98%
$106.99 - $114.46 $1.57M - $1.68M
12.5K $1.42M
IYW
Ishares Dj Us Tech ETF

ETFs
-7.74K
- 61.09%
$171.38 - $197.01 $1.33M - $1.52M
4.93K $965K
PEP
Pepsico Inc

Consumer Defensive
-8.77K
- 64.41%
$133.81 - $152.16 $1.17M - $1.33M
4.84K $680K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-10.3K
- 34.58%
$100.37 - $100.74 $1.03M - $1.04M
19.5K $1.96M
UPS
United Parcel Service Inc

Industrials
-1.54K
- 8.36%
$82.58 - $105.54 $127K - $162K
16.9K $1.41M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-5.35K
- 57.45%
$96.73 - $137.09 $518K - $733K
3.96K $524K
DOW
Dow Inc.

Basic Materials
-1.83K
- 4.64%
$20.87 - $30.37 $38.3K - $55.7K
37.6K $862K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-19
- 0.24%
$196.15 - $217.83 $3.73K - $4.14K
7.74K $1.56M
WY
Weyerhaeuser CO

Real Estate
-3.41K
- 9.41%
$24.1 - $26.83 $82.3K - $91.6K
32.9K $814K
NFLX
Netflix Inc

Communication Services
-50
- 12.82%
$1147.87 - $1297.18 $57.4K - $64.9K
340 $407K
KMI
Kinder Morgan, Inc.

Energy
-185
- 0.26%
$26.23 - $28.5 $4.85K - $5.27K
70.8K $2M
CB
Chubb LTD

Financial Services
-37
- 0.41%
$265.99 - $289.59 $9.84K - $10.7K
9.07K $2.56M
AON
Aon PLC

Financial Services
-206
- 11.85%
$350.91 - $375.27 $72.3K - $77.3K
1.53K $546K
ABT
Abbott Laboratories

Healthcare
-420
- 7.93%
$120.51 - $136.62 $50.6K - $57.4K
4.88K $653K
EFV
Msci Eafe Value ETF

ETFs
-7.17K
- 7.26%
$62.79 - $68.42 $450K - $491K
91.7K $6.22M
GILD
Gilead Sciences, Inc.

Healthcare
-513
- 2.44%
$108.22 - $120.47 $55.5K - $61.8K
20.5K $2.27M
BR
Broadridge Financial Solutions, Inc.

Technology
-27
- 0.28%
$233.75 - $266.89 $6.31K - $7.21K
9.49K $2.26M
NOW
Service Now, Inc.

Technology
-20
- 6.39%
$850.86 - $1044.69 $17K - $20.9K
293 $269K
TGT
Target Corp

Consumer Defensive
-107
- 2.57%
$86.56 - $107.43 $9.26K - $11.5K
4.05K $363K
AMZN
Amazon Com Inc

Consumer Cyclical
-212
- 0.73%
$211.65 - $238.24 $44.9K - $50.5K
28.9K $6.36M
CME
Cme Group Inc.

Financial Services
-34
- 0.86%
$258.83 - $287.1 $8.8K - $9.76K
3.9K $1.05M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-2.48K
- 18.51%
$11.55 - $12.56 $28.6K - $31.1K
10.9K $137K
NGG
National Grid PLC

Utilities
-83
- 1.08%
$67.98 - $74.38 $5.64K - $6.17K
7.58K $550K
GGG
Graco Inc

Industrials
-148
- 2.81%
$82.58 - $88.81 $12.2K - $13.1K
5.12K $435K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-960
- 9.23%
$41.22 - $43.5 $39.6K - $41.8K
9.45K $410K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-349
- 0.14%
N/A
254K $9.95M
COF
Capital One Financial Corp

Financial Services
-23
- 2.05%
$207.29 - $229.74 $4.77K - $5.28K
1.1K $233K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-257
- 0.21%
$23.29 - $23.38 $5.99K - $6.01K
120K $2.79M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-217
- 0.18%
$22.84 - $22.95 $4.96K - $4.98K
123K $2.83M
Innovator Etfs Trust
-404
- 3.47%
N/A
11.2K $0
Linde PLC
-38
- 0.72%
N/A
5.21K $0
Lam Research Corp
-1K
- 38.64%
N/A
1.59K $0
Innovator Etfs Trust
-80
- 0.49%
N/A
16.4K $0
AWK
American Water Works Company, Inc.

Utilities
-2
- 0.02%
$135.05 - $147.0 $270 - $294
13.3K $1.85M
UNP
Union Pacific Corp

Industrials
-17
- 1.94%
$214.91 - $237.16 $3.65K - $4.03K
858 $202K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2
- 0.07%
$92.18 - $95.14 $184 - $190
3.06K $291K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-48
- 0.46%
$31.28 - $32.14 $1.5K - $1.54K
10.5K $336K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-293
- 3.01%
$459.11 - $506.91 $135K - $149K
9.43K $4.74M
SHOP
Shopify Inc.

Technology
-415
- 16.89%
$112.11 - $157.12 $46.5K - $65.2K
2.04K $303K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-142
- 1.06%
$39.8 - $42.86 $5.65K - $6.09K
13.2K $565K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-45
- 0.24%
$42.18 - $43.86 $1.9K - $1.97K
19K $834K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-36
- 0.19%
$45.17 - $46.89 $1.63K - $1.69K
18.5K $867K
IDXX
Idexx Laboratories Inc

Healthcare
-13
- 3.3%
$514.61 - $682.78 $6.69K - $8.88K
381 $243K
BMO
Bank Of Montreal

Financial Services
-48
- 1.64%
$110.44 - $130.66 $5.3K - $6.27K
2.88K $374K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-664
- 1.26%
$40.37 - $42.12 $26.8K - $28K
51.9K $2.19M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-40
- 0.18%
$50.19 - $53.05 $2.01K - $2.12K
22.5K $1.19M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-61
- 0.22%
$48.97 - $51.59 $2.99K - $3.15K
27.7K $1.43M
LMT
Lockheed Martin Corp

Industrials
-103
- 2.22%
$410.74 - $499.21 $42.3K - $51.4K
4.54K $2.26M
VUG
Vanguard Growth ETF

ETFs
-22
- 0.6%
$433.97 - $484.08 $9.55K - $10.6K
3.63K $1.74M
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
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