Lantz Financial
Latest statistics and disclosures from Lantz Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, CGXU, HDV, MSFT, BJUN, and represent 21.16% of Lantz Financial's stock portfolio.
- Added to shares of these 10 stocks: BSCP (+$5.2M), DISV, CGXU, BSCQ, IBTH, EFV, FDV, CGNG, IUSV, AAPL.
- Started 27 new stock positions in TXN, SBUX, CGNG, ZTS, DISV, TFC, SYK, PJUL, IUSV, IBTH.
- Reduced shares in these 10 stocks: BSCO, IBTE, HEFA, UPS, IWM, IEMG, SGOV, , BJUN, .
- Sold out of its positions in AMAT, CAG, D, EW, BSCO, IWM, KMB, LRCX, CRM, ASML.
- Lantz Financial was a net buyer of stock by $27M.
- Lantz Financial has $369M in assets under management (AUM), dropping by 14.76%.
- Central Index Key (CIK): 0001766883
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Portfolio Holdings for Lantz Financial
Lantz Financial holds 229 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.9 | $33M | 57k | 576.82 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 3.2 | $12M | +31% | 435k | 26.97 |
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| Ishares Tr Core High Dv Etf (HDV) | 3.1 | $12M | 98k | 117.62 |
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| Microsoft Corporation (MSFT) | 3.1 | $11M | +2% | 26k | 430.29 |
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| Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) | 2.9 | $11M | -2% | 259k | 40.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $10M | +2% | 37k | 283.16 |
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| Innovator Etfs Trust Intrnl Dev July (IJUL) | 2.3 | $8.4M | +6% | 286k | 29.41 |
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| Apple (AAPL) | 2.1 | $7.6M | +9% | 33k | 233.00 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 1.7 | $6.5M | +55% | 330k | 19.56 |
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| Federated Hermes Etf Trust Us Strategic Div (FDV) | 1.7 | $6.2M | +39% | 223k | 27.91 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 1.5 | $5.5M | +1680% | 265k | 20.65 |
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| Amazon (AMZN) | 1.4 | $5.3M | +3% | 29k | 186.33 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.4 | $5.3M | +4% | 30k | 179.30 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $5.1M | 53k | 95.75 |
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| NVIDIA Corporation (NVDA) | 1.3 | $4.9M | 41k | 121.44 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 1.3 | $4.7M | +2% | 95k | 49.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $4.4M | 9.6k | 460.26 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.1 | $4.0M | +80% | 69k | 57.53 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.1 | $3.9M | 36k | 107.65 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.0 | $3.7M | 44k | 83.21 |
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| Chevron Corporation (CVX) | 0.9 | $3.4M | 23k | 147.27 |
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| Cisco Systems (CSCO) | 0.9 | $3.3M | 62k | 53.22 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.9 | $3.3M | NEW | 112k | 29.06 |
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| Southern Company (SO) | 0.9 | $3.2M | -2% | 35k | 90.18 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.9 | $3.2M | +25% | 103k | 30.80 |
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| Progressive Corporation (PGR) | 0.9 | $3.2M | 12k | 253.76 |
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| T Rowe Price Etf Price Eqt Income (TEQI) | 0.9 | $3.1M | +24% | 75k | 41.77 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.8 | $2.9M | +6% | 85k | 34.79 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $2.9M | +5% | 15k | 197.17 |
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| Wec Energy Group (WEC) | 0.8 | $2.9M | +5% | 30k | 96.18 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $2.9M | 4.9k | 584.52 |
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| Paychex (PAYX) | 0.8 | $2.8M | +2% | 21k | 134.19 |
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| Chubb (CB) | 0.8 | $2.8M | 9.7k | 288.39 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.7 | $2.8M | +19% | 120k | 23.07 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.7 | $2.7M | +20% | 117k | 23.42 |
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| International Business Machines (IBM) | 0.7 | $2.7M | 12k | 221.08 |
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| Innovator Etfs Trust Us Eqty Buf Sep (BSEP) | 0.7 | $2.7M | +13% | 64k | 42.12 |
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| Republic Services (RSG) | 0.7 | $2.7M | 13k | 200.84 |
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| Linde SHS (LIN) | 0.7 | $2.6M | +2% | 5.5k | 476.86 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.7 | $2.5M | 41k | 62.06 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $2.5M | 22k | 117.22 |
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| Home Depot (HD) | 0.7 | $2.5M | +3% | 6.2k | 405.21 |
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| Snap-on Incorporated (SNA) | 0.7 | $2.4M | 8.4k | 289.71 |
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| Oracle Corporation (ORCL) | 0.6 | $2.4M | +10% | 14k | 170.39 |
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| Analog Devices (ADI) | 0.6 | $2.3M | 10k | 230.17 |
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| Pepsi (PEP) | 0.6 | $2.2M | +6% | 13k | 170.05 |
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| Us Bancorp Del Com New (USB) | 0.6 | $2.2M | 49k | 45.73 |
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| Broadridge Financial Solutions (BR) | 0.6 | $2.2M | 10k | 215.03 |
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| Gilead Sciences (GILD) | 0.6 | $2.2M | +3% | 26k | 83.84 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $2.1M | -3% | 14k | 151.62 |
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| Diageo Spon Adr New (DEO) | 0.6 | $2.1M | +29% | 15k | 140.34 |
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| Harbor Etf Trust Long Term Grower (WINN) | 0.6 | $2.1M | +37% | 83k | 25.61 |
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| Clorox Company (CLX) | 0.6 | $2.1M | 13k | 162.91 |
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| Colgate-Palmolive Company (CL) | 0.6 | $2.1M | 20k | 103.81 |
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| Northern Trust Corporation (NTRS) | 0.6 | $2.0M | 23k | 90.03 |
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| Entergy Corporation (ETR) | 0.6 | $2.0M | 16k | 131.61 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.5 | $2.0M | NEW | 88k | 22.64 |
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| Hershey Company (HSY) | 0.5 | $1.9M | 10k | 191.78 |
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| Ishares Msci Emrg Chn (EMXC) | 0.5 | $1.9M | +29% | 31k | 61.11 |
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| Innovator Etfs Trust International Dv (IOCT) | 0.5 | $1.9M | 61k | 30.79 |
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| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.5 | $1.9M | 43k | 43.43 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.8M | +12% | 11k | 162.06 |
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| Kinder Morgan (KMI) | 0.5 | $1.7M | 79k | 22.09 |
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| Marsh & McLennan Companies (MMC) | 0.5 | $1.7M | 7.7k | 223.09 |
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| T. Rowe Price (TROW) | 0.5 | $1.7M | 16k | 108.93 |
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| Dow (DOW) | 0.5 | $1.7M | 31k | 54.63 |
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| Fastenal Company (FAST) | 0.4 | $1.7M | 23k | 71.42 |
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| McDonald's Corporation (MCD) | 0.4 | $1.7M | +9% | 5.4k | 304.53 |
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| Caterpillar (CAT) | 0.4 | $1.6M | 4.2k | 391.12 |
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| Merck & Co (MRK) | 0.4 | $1.6M | 15k | 113.56 |
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| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.4 | $1.6M | +64% | 38k | 43.68 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.6M | 2.7k | 573.80 |
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| United Parcel Service CL B (UPS) | 0.4 | $1.6M | -25% | 11k | 136.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.5M | +12% | 3.9k | 383.97 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.4 | $1.5M | 40k | 36.44 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.4M | +4% | 6.8k | 210.85 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.4M | +29% | 1.6k | 885.86 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.4 | $1.3M | 39k | 33.86 |
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| Abbvie (ABBV) | 0.3 | $1.3M | +2% | 6.5k | 197.47 |
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| Ares Capital Corporation (ARCC) | 0.3 | $1.3M | 60k | 20.94 |
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| Rayonier (RYN) | 0.3 | $1.2M | 38k | 32.18 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $1.2M | +8% | 35k | 34.28 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $1.2M | -22% | 12k | 100.72 |
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| Polaris Industries (PII) | 0.3 | $1.2M | -3% | 14k | 83.24 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | +4% | 14k | 84.53 |
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| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.3 | $1.1M | 34k | 32.97 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $1.1M | -23% | 20k | 57.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.0M | -2% | 6.0k | 167.19 |
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| Cme (CME) | 0.3 | $963k | 4.4k | 220.65 |
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| BP Sponsored Adr (BP) | 0.3 | $949k | 30k | 31.39 |
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| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.3 | $940k | -4% | 20k | 46.56 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $918k | 11k | 82.94 |
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| Pfizer (PFE) | 0.2 | $914k | +8% | 32k | 28.94 |
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| Meta Platforms Cl A (META) | 0.2 | $910k | +13% | 1.6k | 572.48 |
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| Wells Fargo & Company (WFC) | 0.2 | $889k | 16k | 56.49 |
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| Procter & Gamble Company (PG) | 0.2 | $875k | +12% | 5.0k | 173.21 |
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| Davis Fundamental Etf Tr Select Us Eqty (DUSA) | 0.2 | $859k | +10% | 21k | 41.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $854k | +11% | 5.1k | 165.85 |
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| Constellation Energy (CEG) | 0.2 | $837k | 3.2k | 260.02 |
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| Capital Group New Geography SHS (CGNG) | 0.2 | $836k | NEW | 32k | 26.48 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $827k | NEW | 8.7k | 95.49 |
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| Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) | 0.2 | $794k | 18k | 45.02 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $789k | -2% | 6.9k | 115.02 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.2 | $785k | +23% | 31k | 25.66 |
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| Intel Corporation (INTC) | 0.2 | $773k | +11% | 33k | 23.46 |
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| Wal-Mart Stores (WMT) | 0.2 | $770k | 9.5k | 80.75 |
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| Bristol Myers Squibb (BMY) | 0.2 | $767k | +25% | 15k | 51.74 |
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| Innovator Etfs Trust Us Eqty Buf Oct (BOCT) | 0.2 | $754k | 18k | 42.45 |
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| Innovator Etfs Trust Us Equt Bufr Aug (BAUG) | 0.2 | $743k | +25% | 17k | 42.78 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.2 | $743k | +13% | 28k | 26.66 |
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| Ge Aerospace Com New (GE) | 0.2 | $739k | +5% | 3.9k | 188.60 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $721k | 14k | 52.86 |
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| Coca-Cola Company (KO) | 0.2 | $687k | +9% | 9.6k | 71.86 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $684k | 11k | 64.62 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $681k | -18% | 5.9k | 115.30 |
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| Verizon Communications (VZ) | 0.2 | $671k | 15k | 44.91 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $660k | 14k | 46.97 |
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| Innovator Etfs Trust Innovator Inter (ISEP) | 0.2 | $647k | NEW | 22k | 28.98 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $644k | +25% | 1.3k | 493.80 |
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| Aon Shs Cl A (AON) | 0.2 | $642k | +2% | 1.9k | 345.99 |
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| UnitedHealth (UNH) | 0.2 | $637k | +26% | 1.1k | 584.68 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $633k | 7.9k | 80.37 |
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| Abbott Laboratories (ABT) | 0.2 | $632k | -3% | 5.5k | 114.01 |
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| Target Corporation (TGT) | 0.2 | $632k | 4.1k | 155.85 |
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| Visa Com Cl A (V) | 0.2 | $613k | +23% | 2.2k | 274.95 |
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| Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) | 0.2 | $577k | 14k | 41.96 |
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| Bank of America Corporation (BAC) | 0.2 | $571k | 14k | 39.68 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $568k | 2.1k | 276.76 |
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| Costco Wholesale Corporation (COST) | 0.2 | $562k | -2% | 634.00 | 887.04 |
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| Philip Morris International (PM) | 0.2 | $555k | -19% | 4.6k | 121.40 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $540k | -10% | 7.0k | 76.70 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $540k | +10% | 1.5k | 353.48 |
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| Ishares Tr Ibonds Dec (IBMM) | 0.1 | $536k | 21k | 26.10 |
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| Enbridge (ENB) | 0.1 | $517k | 13k | 40.61 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $513k | 14k | 37.56 |
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| Amgen (AMGN) | 0.1 | $507k | -11% | 1.6k | 322.27 |
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| Gra (GGG) | 0.1 | $484k | 5.5k | 87.51 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $473k | 3.7k | 126.18 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $471k | 6.8k | 69.67 |
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| Motorola Solutions Com New (MSI) | 0.1 | $469k | +23% | 1.0k | 449.74 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $462k | 4.0k | 116.97 |
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| Boeing Company (BA) | 0.1 | $461k | +12% | 3.0k | 152.04 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $458k | +3% | 12k | 38.53 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.1 | $457k | -11% | 18k | 24.82 |
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| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.1 | $455k | 16k | 28.41 |
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| Broadcom (AVGO) | 0.1 | $454k | +1201% | 2.6k | 172.51 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $447k | -3% | 7.8k | 57.63 |
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| At&t (T) | 0.1 | $443k | +3% | 20k | 22.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $438k | +3% | 2.9k | 153.15 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $432k | +22% | 834.00 | 517.78 |
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| Innovator Etfs Trust Us Eqty Bufr May (BMAY) | 0.1 | $431k | 11k | 39.46 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $418k | 4.0k | 104.18 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $414k | 1.5k | 281.37 |
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| Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) | 0.1 | $413k | 9.5k | 43.37 |
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| Xcel Energy (XEL) | 0.1 | $409k | 6.3k | 65.30 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.1 | $406k | NEW | 10k | 40.48 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $389k | +16% | 3.2k | 121.16 |
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| PNC Financial Services (PNC) | 0.1 | $383k | +2% | 2.1k | 184.85 |
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| Old National Ban (ONB) | 0.1 | $379k | 20k | 18.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $377k | +72% | 773.00 | 487.77 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $372k | +10% | 8.9k | 41.77 |
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| Tc Energy Corp (TRP) | 0.1 | $368k | +15% | 7.7k | 47.55 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $365k | +4% | 590.00 | 618.57 |
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| Cibc Cad (CM) | 0.1 | $359k | 5.9k | 61.34 |
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| Exelon Corporation (EXC) | 0.1 | $353k | 8.7k | 40.55 |
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| Walt Disney Company (DIS) | 0.1 | $345k | -3% | 3.6k | 96.19 |
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| Servicenow (NOW) | 0.1 | $343k | +7% | 384.00 | 894.39 |
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| 3M Company (MMM) | 0.1 | $342k | 2.5k | 136.72 |
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| Netflix (NFLX) | 0.1 | $336k | +10% | 474.00 | 709.27 |
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| Deere & Company (DE) | 0.1 | $335k | +14% | 803.00 | 417.37 |
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| Xylem (XYL) | 0.1 | $332k | 2.5k | 135.03 |
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| Starbucks Corporation (SBUX) | 0.1 | $325k | NEW | 3.3k | 97.48 |
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| Innovator Etfs Trust Us Eqty Buf Dec (BDEC) | 0.1 | $322k | 7.5k | 43.08 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $322k | -6% | 7.8k | 41.28 |
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| Shell Spon Ads (SHEL) | 0.1 | $322k | 4.9k | 65.95 |
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| American Electric Power Company (AEP) | 0.1 | $322k | -12% | 3.1k | 102.60 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $321k | NEW | 8.3k | 38.53 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $318k | -64% | 9.0k | 35.42 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $318k | +5% | 3.3k | 95.91 |
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| Tesla Motors (TSLA) | 0.1 | $318k | NEW | 1.2k | 261.63 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $316k | -11% | 2.5k | 125.63 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $309k | NEW | 7.4k | 41.69 |
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| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.1 | $299k | -5% | 5.9k | 50.32 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $297k | 2.2k | 136.12 |
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| Realty Income (O) | 0.1 | $283k | 4.5k | 63.42 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $283k | +4% | 9.4k | 30.15 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $281k | 3.1k | 91.31 |
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| Kkr & Co (KKR) | 0.1 | $277k | +2% | 2.1k | 130.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $266k | 1.1k | 243.06 |
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| Bce Com New (BCE) | 0.1 | $259k | +7% | 7.4k | 34.80 |
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| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.1 | $255k | 17k | 15.11 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $253k | 1.4k | 174.57 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $251k | -4% | 4.0k | 62.70 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.1 | $250k | 14k | 17.35 |
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| Truist Financial Corp equities (TFC) | 0.1 | $245k | NEW | 5.7k | 42.77 |
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| General Motors Company (GM) | 0.1 | $244k | 5.4k | 44.84 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $243k | -25% | 1.2k | 200.78 |
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| Manhattan Associates (MANH) | 0.1 | $238k | 847.00 | 281.38 |
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| Workday Cl A (WDAY) | 0.1 | $238k | NEW | 973.00 | 244.41 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $236k | 6.4k | 36.88 |
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| Msci (MSCI) | 0.1 | $234k | NEW | 401.00 | 582.93 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $233k | NEW | 6.1k | 37.86 |
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| Union Pacific Corporation (UNP) | 0.1 | $229k | NEW | 927.00 | 246.48 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $227k | NEW | 1.1k | 206.57 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $227k | NEW | 6.2k | 36.58 |
|
| Prologis (PLD) | 0.1 | $226k | NEW | 1.8k | 126.28 |
|
| Ge Vernova (GEV) | 0.1 | $224k | NEW | 878.00 | 254.98 |
|
| Amcor Ord (AMCR) | 0.1 | $220k | -3% | 19k | 11.33 |
|
| Morgan Stanley Com New (MS) | 0.1 | $220k | NEW | 2.1k | 104.24 |
|
| Williams Companies (WMB) | 0.1 | $220k | -34% | 4.8k | 45.65 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $219k | NEW | 8.1k | 26.83 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $215k | 1.8k | 119.07 |
|
|
| Stryker Corporation (SYK) | 0.1 | $214k | NEW | 593.00 | 361.26 |
|
| Shopify Cl A (SHOP) | 0.1 | $213k | NEW | 2.7k | 80.14 |
|
| Eaton Corp SHS (ETN) | 0.1 | $209k | NEW | 629.00 | 331.44 |
|
| Innovator Etfs Trust Us Eqty Buf Nov (BNOV) | 0.1 | $208k | -2% | 5.5k | 38.13 |
|
| Nuveen Muni Value Fund (NUV) | 0.1 | $207k | 23k | 9.02 |
|
|
| Qualcomm (QCOM) | 0.1 | $207k | +3% | 1.2k | 170.05 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.1 | $207k | -90% | 8.6k | 24.00 |
|
| General Dynamics Corporation (GD) | 0.1 | $204k | NEW | 676.00 | 302.20 |
|
| Ecolab (ECL) | 0.1 | $204k | NEW | 798.00 | 255.33 |
|
| Zoetis Cl A (ZTS) | 0.1 | $204k | NEW | 1.0k | 195.38 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $202k | +2% | 4.4k | 46.34 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $191k | 13k | 14.70 |
|
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $191k | 15k | 13.10 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $177k | 14k | 12.35 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $156k | 18k | 8.96 |
|
|
| Ford Motor Company (F) | 0.0 | $123k | 12k | 10.56 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $50k | 12k | 4.07 |
|
Past Filings by Lantz Financial
SEC 13F filings are viewable for Lantz Financial going back to 2019
- Lantz Financial 2024 Q3 filed Oct. 15, 2024
- Lantz Financial 2024 Q2 restated filed Aug. 7, 2024
- Lantz Financial 2024 Q2 filed July 10, 2024
- Lantz Financial 2024 Q1 filed April 10, 2024
- Lantz Financial 2023 Q4 filed Jan. 12, 2024
- Lantz Financial 2023 Q3 filed Oct. 20, 2023
- Lantz Financial 2023 Q2 filed July 12, 2023
- Lantz Financial 2023 Q1 filed April 10, 2023
- Lantz Financial 2022 Q4 filed Jan. 23, 2023
- Lantz Financial 2022 Q3 filed Oct. 17, 2022
- Lantz Financial 2022 Q2 filed July 29, 2022
- Lantz Financial 2022 Q1 filed May 5, 2022
- Lantz Financial 2021 Q4 filed Jan. 19, 2022
- Lantz Financial 2021 Q3 filed Oct. 14, 2021
- Lantz Financial 2021 Q2 filed July 16, 2021
- Lantz Financial 2021 Q1 filed April 19, 2021