Lantz Financial
Latest statistics and disclosures from Lantz Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, BSEP, MSFT, HDV, VTI, and represent 25.31% of Lantz Financial's stock portfolio.
- Added to shares of these 10 stocks: IVV, IBTG, CLX, DFSV, OEF, UPS, IBMN, IBMO, EMXC, FDV.
- Started 18 new stock positions in UNP, TSLA, IBTG, CVS, GLD, CLX, IBMN, AJG, DFSV, WDAY. XEL, EMXC, IXC, BAPR, AVGO, SGOV, IBMO, IJR.
- Reduced shares in these 10 stocks: Guggenheim Bulletshrs 2023 Corp Bd Etf, CB, VBR, Ishares Ibonds Dec 2023 Term T, EFG, Invesco Bulletshares 2023 Mu buls, USMV, IJH, GGG, HDV.
- Sold out of its positions in Invesco Bulletshares 2023 Mu buls, Guggenheim Bulletshrs 2023 Corp Bd Etf, IJH, Ishares Ibonds Dec 2023 Term T, UL, VBR.
- Lantz Financial was a net buyer of stock by $4.3M.
- Lantz Financial has $277M in assets under management (AUM), dropping by 10.17%.
- Central Index Key (CIK): 0001766883
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Portfolio Holdings for Lantz Financial
Lantz Financial holds 198 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.1 | $31M | +9% | 65k | 477.63 |
|
| Innovator Etfs Tr Us Eqty Buf Sep (BSEP) | 4.1 | $11M | 309k | 36.68 |
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| Microsoft Corporation (MSFT) | 3.7 | $10M | -2% | 27k | 376.04 |
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| Ishares Tr Core High Dv Etf (HDV) | 3.3 | $9.2M | -4% | 91k | 101.99 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.1 | $8.6M | 36k | 237.22 |
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| Innovator Etfs Tr Intrnl Dev July (IJUL) | 2.7 | $7.4M | 275k | 27.12 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.3 | $6.4M | 268k | 23.87 |
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| Apple (AAPL) | 1.8 | $5.0M | +2% | 26k | 192.53 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 1.6 | $4.4M | 210k | 20.89 |
|
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| Amazon (AMZN) | 1.5 | $4.2M | 28k | 151.94 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.4 | $4.0M | +9% | 27k | 147.14 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.3 | $3.5M | 67k | 52.10 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $3.4M | 9.4k | 356.66 |
|
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.2 | $3.3M | -5% | 48k | 70.28 |
|
| Chevron Corporation (CVX) | 1.2 | $3.3M | +2% | 22k | 149.16 |
|
| Cisco Systems (CSCO) | 1.1 | $3.0M | +2% | 60k | 50.52 |
|
| Southern Company (SO) | 0.9 | $2.6M | -5% | 37k | 70.12 |
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| Progressive Corporation (PGR) | 0.9 | $2.5M | -7% | 16k | 159.28 |
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| Paychex (PAYX) | 0.9 | $2.5M | +6% | 21k | 119.11 |
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| Snap-on Incorporated (SNA) | 0.9 | $2.4M | 8.5k | 288.84 |
|
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| Federated Hermes Etf Trust Us Strategic Div (FDV) | 0.9 | $2.4M | +25% | 101k | 24.01 |
|
| Linde SHS (LIN) | 0.8 | $2.3M | 5.7k | 410.71 |
|
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| NVIDIA Corporation (NVDA) | 0.8 | $2.3M | +2% | 4.7k | 495.22 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $2.3M | -26% | 23k | 96.85 |
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| Broadridge Financial Solutions (BR) | 0.8 | $2.2M | 11k | 205.75 |
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| Chubb (CB) | 0.8 | $2.2M | -53% | 9.8k | 226.00 |
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| Republic Services (RSG) | 0.8 | $2.2M | 13k | 164.91 |
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| Fastenal Company (FAST) | 0.8 | $2.1M | 33k | 64.77 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.8 | $2.1M | +2% | 42k | 51.02 |
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| Home Depot (HD) | 0.8 | $2.1M | +6% | 6.1k | 346.55 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.8 | $2.1M | +5% | 75k | 28.23 |
|
| Pepsi (PEP) | 0.8 | $2.1M | +2% | 12k | 169.84 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $2.1M | +2% | 4.6k | 453.24 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $2.1M | 21k | 99.98 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.7 | $2.0M | -3% | 87k | 23.28 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.7 | $2.0M | -3% | 85k | 23.86 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.7 | $2.0M | NEW | 88k | 22.86 |
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| Analog Devices (ADI) | 0.7 | $2.0M | +2% | 10k | 198.56 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $2.0M | +3% | 19k | 104.92 |
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| Us Bancorp Del Com New (USB) | 0.7 | $1.9M | +11% | 45k | 43.28 |
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| International Business Machines (IBM) | 0.7 | $1.9M | +2% | 12k | 163.55 |
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| Northern Trust Corporation (NTRS) | 0.7 | $1.9M | +5% | 22k | 84.38 |
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| T Rowe Price Etf Price Eqt Income (TEQI) | 0.7 | $1.9M | +4% | 51k | 36.53 |
|
| Clorox Company (CLX) | 0.7 | $1.8M | NEW | 13k | 142.59 |
|
| Gilead Sciences (GILD) | 0.7 | $1.8M | +3% | 23k | 81.01 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.6 | $1.8M | NEW | 61k | 29.12 |
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| Innovator Etfs Tr International Dv (IOCT) | 0.6 | $1.7M | +5% | 63k | 27.94 |
|
| Dow (DOW) | 0.6 | $1.7M | +6% | 31k | 54.84 |
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| T. Rowe Price (TROW) | 0.6 | $1.7M | +5% | 16k | 107.69 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.6M | +3% | 10k | 156.74 |
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| Colgate-Palmolive Company (CL) | 0.6 | $1.6M | +4% | 20k | 79.71 |
|
| Merck & Co (MRK) | 0.6 | $1.6M | +19% | 14k | 109.02 |
|
| United Parcel Service CL B (UPS) | 0.6 | $1.6M | +103% | 9.9k | 157.23 |
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| Entergy Corporation (ETR) | 0.6 | $1.6M | +4% | 15k | 101.19 |
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| Digital Realty Trust (DLR) | 0.5 | $1.5M | +3% | 11k | 134.58 |
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| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.5 | $1.5M | +9% | 42k | 35.28 |
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| Intel Corporation (INTC) | 0.5 | $1.5M | +11% | 30k | 50.25 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $1.5M | +227% | 6.6k | 223.39 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $1.5M | +31% | 12k | 122.75 |
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| McDonald's Corporation (MCD) | 0.5 | $1.5M | 4.9k | 296.51 |
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| Marsh & McLennan Companies (MMC) | 0.5 | $1.5M | 7.7k | 189.47 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.4M | +3% | 29k | 50.58 |
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| Polaris Industries (PII) | 0.5 | $1.4M | +3% | 15k | 94.77 |
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| Kinder Morgan (KMI) | 0.5 | $1.4M | +4% | 78k | 17.64 |
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| Diageo Spon Adr New (DEO) | 0.5 | $1.4M | +5% | 9.4k | 145.66 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.5 | $1.4M | -12% | 39k | 34.77 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.3M | 2.8k | 475.34 |
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| Oracle Corporation (ORCL) | 0.5 | $1.3M | 12k | 105.43 |
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| Rayonier (RYN) | 0.5 | $1.3M | -2% | 39k | 33.41 |
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| Caterpillar (CAT) | 0.4 | $1.2M | -3% | 4.1k | 295.66 |
|
| Ares Capital Corporation (ARCC) | 0.4 | $1.2M | +3% | 60k | 20.03 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.4 | $1.2M | +7% | 40k | 29.84 |
|
| Abbvie (ABBV) | 0.4 | $1.2M | +13% | 7.6k | 154.97 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.1M | +3% | 6.5k | 170.10 |
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| BP Sponsored Adr (BP) | 0.4 | $1.1M | 31k | 35.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.1M | 3.4k | 310.88 |
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| Innovator Etfs Tr Intrnl Dev Jan (IJAN) | 0.4 | $1.0M | 33k | 30.40 |
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| Cme (CME) | 0.3 | $950k | 4.5k | 210.60 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $932k | +15% | 12k | 75.10 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $906k | -34% | 12k | 78.03 |
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| Pfizer (PFE) | 0.3 | $870k | 30k | 28.79 |
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| Harbor Etf Trust Long Term Grower (WINN) | 0.3 | $869k | +14% | 42k | 20.67 |
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| Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) | 0.3 | $864k | 23k | 37.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $864k | 6.1k | 140.93 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.3 | $845k | 13k | 67.38 |
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| Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) | 0.3 | $843k | 21k | 40.86 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $836k | +9% | 30k | 28.30 |
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| Wells Fargo & Company (WFC) | 0.3 | $811k | 17k | 49.22 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $796k | 12k | 65.06 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $753k | 7.5k | 100.97 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $701k | +19% | 7.2k | 97.04 |
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| Eli Lilly & Co. (LLY) | 0.3 | $700k | 1.2k | 582.92 |
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| Innovator Etfs Tr Us Eqty Buf Oct (BOCT) | 0.2 | $687k | +7% | 18k | 38.47 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $673k | 14k | 46.63 |
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| Procter & Gamble Company (PG) | 0.2 | $640k | +18% | 4.4k | 146.54 |
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| Nextera Energy (NEE) | 0.2 | $614k | +11% | 10k | 60.74 |
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| Davis Fundamental Etf Tr Select Us Eqty (DUSA) | 0.2 | $595k | +7% | 17k | 35.26 |
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| Abbott Laboratories (ABT) | 0.2 | $593k | +16% | 5.4k | 110.07 |
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| Target Corporation (TGT) | 0.2 | $592k | +2% | 4.2k | 142.41 |
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| Coca-Cola Company (KO) | 0.2 | $582k | +23% | 9.9k | 58.93 |
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| Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) | 0.2 | $572k | 14k | 39.61 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.2 | $571k | -9% | 23k | 24.91 |
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| Verizon Communications (VZ) | 0.2 | $566k | -4% | 15k | 37.70 |
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| Wec Energy Group (WEC) | 0.2 | $564k | -8% | 6.7k | 84.17 |
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| Innovator Etfs Tr Us Equt Bufr Aug (BAUG) | 0.2 | $557k | 16k | 35.98 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $553k | 8.0k | 69.34 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $552k | 7.9k | 70.10 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.2 | $549k | NEW | 21k | 26.55 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $533k | +10% | 13k | 40.27 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.2 | $531k | NEW | 21k | 25.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $529k | +9% | 3.8k | 139.69 |
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| Aon Shs Cl A (AON) | 0.2 | $522k | 1.8k | 291.02 |
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| Philip Morris International (PM) | 0.2 | $510k | 5.4k | 94.08 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $506k | NEW | 9.1k | 55.41 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $505k | -31% | 1.4k | 350.91 |
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| Meta Platforms Cl A (META) | 0.2 | $492k | +4% | 1.4k | 353.96 |
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| Amgen (AMGN) | 0.2 | $492k | -19% | 1.7k | 288.02 |
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| Gra (GGG) | 0.2 | $477k | -47% | 5.5k | 86.76 |
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| Ishares Tr Ibonds Dec (IBMM) | 0.2 | $476k | +65% | 18k | 25.93 |
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| Walgreen Boots Alliance (WBA) | 0.2 | $470k | -5% | 18k | 26.11 |
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| Bank of America Corporation (BAC) | 0.2 | $469k | 14k | 33.67 |
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| Wal-Mart Stores (WMT) | 0.2 | $468k | 3.0k | 157.65 |
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| UnitedHealth (UNH) | 0.2 | $468k | +9% | 888.00 | 526.47 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $468k | -8% | 14k | 34.01 |
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| Exelon Corporation (EXC) | 0.2 | $466k | +11% | 13k | 35.90 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $464k | 1.1k | 426.51 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $455k | NEW | 4.2k | 108.25 |
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| Enbridge (ENB) | 0.2 | $443k | 12k | 36.02 |
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| General Electric Com New (GE) | 0.2 | $436k | +6% | 3.4k | 127.63 |
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| Costco Wholesale Corporation (COST) | 0.2 | $428k | +4% | 648.00 | 660.08 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $426k | -23% | 12k | 34.89 |
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| Visa Com Cl A (V) | 0.2 | $420k | +3% | 1.6k | 260.35 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $411k | +10% | 6.0k | 67.99 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $411k | +2% | 689.00 | 596.60 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $406k | NEW | 4.0k | 100.27 |
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| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.1 | $390k | -15% | 7.8k | 49.99 |
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| Bristol Myers Squibb (BMY) | 0.1 | $375k | +21% | 7.3k | 51.31 |
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| Constellation Energy (CEG) | 0.1 | $373k | 3.2k | 116.89 |
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| Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) | 0.1 | $373k | 10k | 36.63 |
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| At&t (T) | 0.1 | $370k | -15% | 22k | 16.78 |
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| Servicenow (NOW) | 0.1 | $360k | -8% | 510.00 | 706.49 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $359k | -3% | 8.2k | 43.85 |
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| Old National Ban (ONB) | 0.1 | $343k | 20k | 16.89 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $342k | 4.1k | 82.96 |
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| Bce Com New (BCE) | 0.1 | $339k | 8.6k | 39.38 |
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| Boeing Company (BA) | 0.1 | $331k | -3% | 1.3k | 260.66 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $329k | NEW | 1.5k | 224.88 |
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| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.1 | $328k | +41% | 6.7k | 49.26 |
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| Walt Disney Company (DIS) | 0.1 | $323k | 3.6k | 90.29 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $321k | 2.5k | 130.92 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $313k | NEW | 8.0k | 39.11 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $311k | -5% | 8.8k | 35.41 |
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| salesforce (CRM) | 0.1 | $309k | +2% | 1.2k | 263.14 |
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| PNC Financial Services (PNC) | 0.1 | $306k | +2% | 2.0k | 154.85 |
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| Williams Companies (WMB) | 0.1 | $305k | 8.8k | 34.83 |
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| Innovator Etfs Tr Us Eqty Buf Dec (BDEC) | 0.1 | $302k | +3% | 7.9k | 38.25 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $299k | 2.8k | 105.23 |
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| Tc Energy Corp (TRP) | 0.1 | $297k | 7.6k | 39.09 |
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| Innovator Etfs Tr Us Eqty Bufr May (BMAY) | 0.1 | $292k | 8.6k | 33.86 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $291k | 3.1k | 95.07 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $289k | +5% | 2.4k | 121.51 |
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| Shell Spon Ads (SHEL) | 0.1 | $285k | +15% | 4.3k | 65.80 |
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| American Electric Power Company (AEP) | 0.1 | $284k | 3.5k | 81.22 |
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| Medtronic SHS (MDT) | 0.1 | $283k | 3.4k | 82.38 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $282k | -31% | 5.1k | 55.59 |
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| Xylem (XYL) | 0.1 | $280k | 2.5k | 114.36 |
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| Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) | 0.1 | $275k | 7.7k | 35.70 |
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| Netflix (NFLX) | 0.1 | $272k | -21% | 558.00 | 486.88 |
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| Broadcom (AVGO) | 0.1 | $266k | NEW | 238.00 | 1116.25 |
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| Dominion Resources (D) | 0.1 | $263k | -3% | 5.6k | 47.00 |
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| Union Pacific Corporation (UNP) | 0.1 | $262k | NEW | 1.1k | 245.62 |
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| Motorola Solutions Com New (MSI) | 0.1 | $260k | 830.00 | 313.00 |
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| Cibc Cad (CM) | 0.1 | $258k | 5.4k | 48.14 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $257k | +17% | 484.00 | 530.79 |
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| 3M Company (MMM) | 0.1 | $250k | +6% | 2.3k | 109.32 |
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| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.1 | $249k | 17k | 14.78 |
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| Xcel Energy (XEL) | 0.1 | $246k | NEW | 4.0k | 61.91 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $244k | -13% | 4.9k | 49.73 |
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| Deere & Company (DE) | 0.1 | $241k | +6% | 603.00 | 399.89 |
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| Tesla Motors (TSLA) | 0.1 | $240k | NEW | 964.00 | 248.48 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $231k | +2% | 9.0k | 25.73 |
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| CVS Caremark Corporation (CVS) | 0.1 | $230k | NEW | 2.9k | 78.96 |
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| Workday Cl A (WDAY) | 0.1 | $228k | NEW | 826.00 | 276.06 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $226k | -3% | 7.7k | 29.29 |
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| Nike CL B (NKE) | 0.1 | $218k | -8% | 2.0k | 108.57 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $217k | -3% | 1.4k | 149.50 |
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| Innovator Etfs Tr Intrnl Dev Aprl (IAPR) | 0.1 | $216k | 8.4k | 25.73 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.1 | $214k | 14k | 14.87 |
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| Amcor Ord (AMCR) | 0.1 | $213k | 22k | 9.64 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $212k | NEW | 1.1k | 191.17 |
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| Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) | 0.1 | $203k | NEW | 5.3k | 38.21 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $202k | 4.6k | 44.12 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $197k | -8% | 23k | 8.60 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $197k | 16k | 12.72 |
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| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $172k | 15k | 11.82 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $165k | -11% | 14k | 11.47 |
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| Ford Motor Company (F) | 0.1 | $140k | 12k | 12.19 |
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| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $53k | 13k | 4.10 |
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Past Filings by Lantz Financial
SEC 13F filings are viewable for Lantz Financial going back to 2019
- 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
- Lantz Financial 2020 Q4 filed Jan. 19, 2021
- Lantz Financial 2020 Q3 filed Oct. 9, 2020
- Lantz Financial 2020 Q2 filed July 22, 2020
- Lantz Financial 2020 Q1 filed April 10, 2020