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Lantz Financial

Latest statistics and disclosures from Lantz Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, CGXU, HDV, FDV, VTI, and represent 18.97% of Lantz Financial's stock portfolio.
Added to shares of these 10 stocks: IVV, IDEF, BLCR, EFG, FDV, CGXU, TTE, UFEB, BFEB, DFSV.
Started 12 new stock positions in MS, TTE, IDEF, PPL, AMT, IYE, KIM, UFEB, BLCR, AMCR. ASML, AMD.
Reduced shares in these 10 stocks: OEF, IJUL, IOCT, ITA, NTRS, IWD, UPS, IJAN, IAU, INOV.
Sold out of its positions in AEP, AstraZeneca, WRB, IAPR, IJAN, IOCT, IJUL, IDEC, INOV, ISEP. INTU, ITA, KKR, QCOM, SYK, TXN, TMO, TRMB, UPS, Amcor.
Lantz Financial was a net buyer of stock by $13M.
Lantz Financial has $484M in assets under management (AUM), dropping by 2.07%.
Central Index Key (CIK): 0001766883

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Portfolio Holdings for Lantz Financial

Lantz Financial holds 239 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.3	$31M	+10%	47k	653.21	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	3.9	$19M	+8%	640k	29.49	View chart
Ishares Tr Core High Dv Etf (HDV)	3.2	$16M	+4%	115k	135.72	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	2.9	$14M	+13%	448k	30.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.7	$13M	+5%	40k	320.81	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	2.5	$12M		279k	43.02	View chart
Microsoft Corporation (MSFT)	2.0	$9.5M	-2%	26k	370.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.9	$9.3M	+4%	475k	19.53	View chart
Apple (AAPL)	1.9	$9.1M	+4%	36k	253.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$8.3M		39k	211.15	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	1.7	$8.2M	+5%	205k	39.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.6	$7.7M	+7%	394k	19.62	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$7.5M	-4%	128k	58.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$7.4M	+8%	65k	113.11	View chart
NVIDIA Corporation (NVDA)	1.5	$7.4M		42k	174.40	View chart
Harbor Etf Trust Long Term Grower (WINN)	1.5	$7.1M	+7%	257k	27.73	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$6.7M	+2%	90k	74.35	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$6.2M	-2%	89k	69.75	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.3	$6.2M	+12%	177k	35.04	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.2	$5.9M	+4%	146k	40.19	View chart
Amazon (AMZN)	1.2	$5.7M		27k	208.27	View chart
Chevron Corporation (CVX)	1.2	$5.7M		28k	206.90	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	1.1	$5.5M	+10%	122k	45.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$4.9M		26k	191.81	View chart
Cisco Systems (CSCO)	1.0	$4.6M		60k	77.59	View chart
Exxon Mobil Corporation (XOM)	0.9	$4.6M	-6%	27k	169.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$4.6M		9.5k	479.20	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.8	$3.8M		44k	87.84	View chart
Capital Group New Geography SHS (CGNG)	0.7	$3.5M	+17%	110k	31.57	View chart
Southern Company (SO)	0.7	$3.3M		34k	96.52	View chart
Johnson & Johnson (JNJ)	0.7	$3.2M	-9%	13k	244.45	View chart
International Business Machines (IBM)	0.7	$3.2M		13k	242.39	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.6	$3.1M	+15%	135k	22.91	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.6	$3.1M		64k	48.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$3.0M	+222%	27k	111.37	View chart
Wec Energy Group (WEC)	0.6	$3.0M		26k	115.77	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$3.0M	+12%	91k	32.95	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.6	$3.0M	+13%	135k	22.28	View chart
Northern Trust Corporation (NTRS)	0.6	$3.0M	-18%	22k	139.57	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.6	$3.0M	+13%	133k	22.43	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$2.9M	+9%	81k	36.22	View chart
Analog Devices (ADI)	0.6	$2.9M	-3%	9.0k	318.14	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.6	$2.9M		140k	20.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$2.8M	+11%	12k	239.98	View chart
Republic Services (RSG)	0.6	$2.8M		13k	219.02	View chart
Chubb (CB)	0.6	$2.7M	-5%	8.4k	325.93	View chart
Lockheed Martin Corporation (LMT)	0.6	$2.7M		4.4k	604.38	View chart
Philip Morris International (PM)	0.5	$2.6M		16k	165.34	View chart
Caterpillar (CAT)	0.5	$2.5M	-4%	3.6k	708.45	View chart
Us Bancorp Com New (USB)	0.5	$2.5M		49k	52.01	View chart
Snap-on Incorporated (SNA)	0.5	$2.5M	-8%	6.9k	363.22	View chart
Entergy Corporation (ETR)	0.5	$2.5M	-3%	22k	112.36	View chart
Linde SHS (LIN)	0.5	$2.4M	-2%	4.9k	495.79	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.4M		8.1k	294.17	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.5	$2.3M		55k	42.51	View chart
Gilead Sciences (GILD)	0.5	$2.3M	-10%	17k	139.37	View chart
Kinder Morgan (KMI)	0.5	$2.3M	-2%	67k	33.53	View chart
Paychex (PAYX)	0.5	$2.2M	+14%	24k	92.12	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.5	$2.2M	NEW	68k	32.72	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$2.2M	NEW	52k	41.06	View chart
Honeywell International (HON)	0.4	$2.1M		9.5k	226.02	View chart
Merck & Co (MRK)	0.4	$2.1M	+4%	18k	120.29	View chart
Mondelez Intl Cl A (MDLZ)	0.4	$2.1M		37k	57.64	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$2.1M	+10%	55k	38.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.1M	+7%	7.2k	287.57	View chart
Hershey Company (HSY)	0.4	$2.1M	-4%	9.9k	207.89	View chart
Fastenal Company (FAST)	0.4	$2.0M	-2%	43k	46.40	View chart
Home Depot (HD)	0.4	$1.9M		5.8k	328.88	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.4	$1.9M		38k	49.69	View chart
Oracle Corporation (ORCL)	0.4	$1.9M	-3%	13k	147.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.9M	+2%	6.5k	286.87	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.4	$1.8M	+27%	35k	52.49	View chart
Eli Lilly & Co. (LLY)	0.4	$1.8M		2.0k	919.73	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$1.8M		43k	42.54	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$1.8M	+31%	8.9k	198.29	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.7M		2.6k	650.34	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.3	$1.7M	+117%	35k	47.70	View chart
American Water Works (AWK)	0.3	$1.7M	-3%	12k	136.09	View chart
Ge Aerospace Com New (GE)	0.3	$1.7M	+4%	5.9k	283.77	View chart
Abbvie (ABBV)	0.3	$1.7M		7.6k	217.48	View chart
Fidelity Natl Finl Com Shs (FNF)	0.3	$1.7M	-2%	36k	46.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.6M		3.8k	436.76	View chart
Colgate-Palmolive Company (CL)	0.3	$1.6M	-4%	19k	85.23	View chart
Cme (CME)	0.3	$1.6M	+11%	5.3k	295.32	View chart
Starbucks Corporation (SBUX)	0.3	$1.6M		17k	89.59	View chart
Dow (DOW)	0.3	$1.6M	+42%	37k	41.65	View chart
McDonald's Corporation (MCD)	0.3	$1.5M		5.0k	310.76	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.3	$1.5M	+8%	30k	50.74	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$1.4M	+17%	14k	100.66	View chart
Broadridge Financial Solutions (BR)	0.3	$1.4M	-4%	8.8k	162.48	View chart
BP Sponsored Adr (BP)	0.3	$1.4M		30k	47.00	View chart
Progressive Corporation (PGR)	0.3	$1.4M		7.1k	198.24	View chart
Nextera Energy (NEE)	0.3	$1.4M	+5%	15k	92.88	View chart
Altria (MO)	0.3	$1.4M	+2%	21k	65.99	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.3	$1.4M	+24%	53k	25.63	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.3	$1.4M		25k	53.33	View chart
Totalenergies Se Act (TTE)	0.3	$1.4M	NEW	15k	90.98	View chart
Wal-Mart Stores (WMT)	0.3	$1.4M	+3%	11k	124.29	View chart
Marsh & McLennan Companies	0.3	$1.4M		7.8k	173.45	View chart
T. Rowe Price (TROW)	0.3	$1.3M	-6%	15k	90.14	View chart
Pfizer (PFE)	0.3	$1.3M		47k	28.08	View chart
Intel Corporation (INTC)	0.3	$1.3M	+4%	28k	44.13	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.3	$1.3M		26k	48.85	View chart
Ge Vernova (GEV)	0.3	$1.3M	-2%	1.4k	872.90	View chart
Clorox Company (CLX)	0.3	$1.2M	+20%	12k	103.63	View chart
Novartis Sponsored Adr (NVS)	0.2	$1.2M	+20%	7.9k	152.75	View chart
Visa Com Cl A (V)	0.2	$1.2M		4.0k	302.27	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.2	$1.2M	+9%	47k	25.53	View chart
Wells Fargo & Company (WFC)	0.2	$1.2M		15k	79.61	View chart
Broadcom (AVGO)	0.2	$1.2M		3.7k	309.54	View chart
Verizon Communications (VZ)	0.2	$1.1M	+18%	23k	50.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.1M	-33%	5.3k	213.67	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.2	$1.1M		23k	47.99	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$1.1M	+37%	23k	48.00	View chart
Meta Platforms Cl A (META)	0.2	$1.1M		1.9k	572.20	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$1.0M		11k	97.91	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.2	$1.0M	+12%	40k	25.44	View chart
Constellation Energy (CEG)	0.2	$1.0M		3.6k	279.25	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.0M	-31%	11k	88.16	View chart
Ares Capital Corporation (ARCC)	0.2	$1.0M	-2%	56k	18.02	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.2	$966k	NEW	27k	36.30	View chart
Duke Energy Corp Com New (DUK)	0.2	$937k	+2%	7.2k	130.94	View chart
Bank of America Corporation (BAC)	0.2	$934k		19k	48.75	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$928k	+2%	19k	48.98	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$894k	-82%	2.8k	318.07	View chart
Waste Management (WM)	0.2	$878k		3.8k	229.76	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$876k	+71%	26k	34.41	View chart
Enbridge (ENB)	0.2	$856k	+5%	16k	54.14	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$853k		19k	44.87	View chart
Mastercard Incorporated Cl A (MA)	0.2	$852k	-2%	1.7k	499.63	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$793k		14k	56.58	View chart
Tesla Motors (TSLA)	0.2	$791k	+2%	2.1k	371.75	View chart
Procter & Gamble Company (PG)	0.2	$786k		5.4k	144.43	View chart
Bristol Myers Squibb (BMY)	0.2	$778k	+6%	13k	60.65	View chart
At&t (T)	0.2	$776k	+4%	27k	28.99	View chart
Pepsi (PEP)	0.2	$773k		5.0k	155.29	View chart
Boeing Company (BA)	0.2	$769k	+4%	3.9k	199.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$742k	-8%	1.3k	577.17	View chart
Diageo Spon Adr New (DEO)	0.2	$740k	-16%	9.9k	74.45	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$732k	+113%	19k	38.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$731k		24k	30.50	View chart
Parker-Hannifin Corporation (PH)	0.2	$730k	+6%	816.00	894.98	View chart
Micron Technology (MU)	0.2	$730k	+181%	2.2k	337.90	View chart
Raytheon Technologies Corp (RTX)	0.1	$708k	+2%	3.7k	192.90	View chart
C H Robinson Worldwide In Com New (CHRW)	0.1	$699k	+6%	4.2k	166.07	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$691k	+13%	12k	58.47	View chart
Amgen (AMGN)	0.1	$681k	-16%	1.9k	351.78	View chart
Corning Incorporated (GLW)	0.1	$679k		5.0k	135.97	View chart
Costco Wholesale Corporation (COST)	0.1	$662k	+4%	665.00	995.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$657k	-6%	3.6k	181.42	View chart
Coca-Cola Company (KO)	0.1	$646k		8.5k	76.05	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$643k		7.0k	91.37	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$637k		17k	37.27	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$636k	+28%	13k	48.18	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$582k	-3%	13k	45.65	View chart
PNC Financial Services (PNC)	0.1	$560k	+4%	2.7k	208.09	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$546k	+3%	3.9k	141.42	View chart
Deere & Company (DE)	0.1	$546k	+2%	969.00	563.36	View chart
Motorola Solutions Com New (MSI)	0.1	$532k		1.2k	434.13	View chart
Kimberly-Clark Corporation (KMB)	0.1	$530k	+10%	5.5k	96.47	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$530k		11k	46.74	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$524k	-22%	6.2k	84.60	View chart
FirstEnergy (FE)	0.1	$510k	+36%	10k	50.66	View chart
Tc Energy Corp (TRP)	0.1	$509k	+2%	8.1k	62.60	View chart
Shell Spon Ads (SHEL)	0.1	$497k	+5%	5.3k	93.00	View chart
Exelon Corporation (EXC)	0.1	$491k		10k	49.02	View chart
Walt Disney Company (DIS)	0.1	$490k	+34%	5.1k	96.38	View chart
Amcor Com New (AMCR)	0.1	$490k	NEW	12k	39.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$490k		3.9k	124.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$482k		1.1k	430.29	View chart
Aon Shs Cl A (AON)	0.1	$482k	-5%	1.5k	322.78	View chart
Citigroup Com New (C)	0.1	$479k		4.2k	113.41	View chart
Abbott Laboratories (ABT)	0.1	$474k	-3%	4.6k	102.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$468k		16k	29.13	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$451k		2.1k	216.58	View chart
Old National Ban (ONB)	0.1	$449k		20k	22.10	View chart
Prologis (PLD)	0.1	$434k	-6%	3.3k	132.18	View chart
Lincoln National Corporation (LNC)	0.1	$427k		12k	35.50	View chart
Target Corporation (TGT)	0.1	$426k		3.5k	121.20	View chart
General Motors Company (GM)	0.1	$419k		5.6k	74.50	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$416k		11k	39.34	View chart
Truist Financial Corp equities (TFC)	0.1	$412k	+3%	9.0k	45.97	View chart
Xcel Energy (XEL)	0.1	$401k	-19%	5.0k	79.44	View chart
American Tower Reit (AMT)	0.1	$401k	NEW	2.3k	172.58	View chart
Xylem (XYL)	0.1	$389k		3.3k	119.50	View chart
Netflix (NFLX)	0.1	$388k	+16%	4.0k	96.15	View chart
Gra (GGG)	0.1	$384k		4.5k	84.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$381k	-3%	3.3k	114.99	View chart
Comcast Corp Cl A (CMCSA)	0.1	$373k	+2%	13k	28.71	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$370k		7.9k	46.91	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$367k		9.5k	38.67	View chart
Unilever Spon Adr New (UL)	0.1	$353k	+45%	6.2k	56.97	View chart
3M Company (MMM)	0.1	$352k		2.4k	145.23	View chart
UnitedHealth (UNH)	0.1	$351k	-3%	1.3k	270.53	View chart
Amphenol Corp Cl A (APH)	0.1	$351k	-13%	2.8k	126.35	View chart
Medtronic SHS (MDT)	0.1	$351k	+86%	4.1k	86.65	View chart
Cincinnati Financial Corporation (CINF)	0.1	$349k		2.2k	157.35	View chart
CVS Caremark Corporation (CVS)	0.1	$344k		4.8k	71.82	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$341k	NEW	258.00	1320.83	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$340k		10k	33.37	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$340k		7.4k	46.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$335k	+17%	1.7k	196.20	View chart
Lam Research Corp Com New (LRCX)	0.1	$328k	+2%	1.5k	213.66	View chart
Palantir Technologies Cl A (PLTR)	0.1	$323k	+19%	2.2k	146.28	View chart
Applied Materials (AMAT)	0.1	$318k	-16%	929.00	341.79	View chart
Charles Schwab Corporation (SCHW)	0.1	$314k	+3%	3.3k	93.98	View chart
Nuveen Muni Value Fund (NUV)	0.1	$312k	-6%	35k	8.99	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$305k		9.1k	33.37	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$298k	-5%	10k	29.03	View chart
Itt (ITT)	0.1	$291k		1.5k	190.53	View chart
Eaton Corp SHS (ETN)	0.1	$289k	+4%	809.00	357.67	View chart
TJX Companies (TJX)	0.1	$277k	+2%	1.7k	159.70	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$274k		5.7k	48.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$272k	+3%	1.9k	142.45	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$272k	NEW	4.2k	64.77	View chart
Realty Income (O)	0.1	$267k	-24%	4.4k	61.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$262k	-6%	2.8k	92.74	View chart
General Dynamics Corporation (GD)	0.1	$258k		753.00	343.22	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$255k	-6%	5.1k	50.34	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$250k	-17%	1.8k	135.34	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$248k		3.8k	64.73	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$247k	+4%	2.1k	118.62	View chart
American Express Company (AXP)	0.0	$241k		797.00	302.48	View chart
Kimco Realty Corporation (KIM)	0.0	$240k	NEW	11k	22.47	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$232k		14k	17.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$229k		2.4k	97.23	View chart
Capital One Financial (COF)	0.0	$229k	+8%	1.3k	182.43	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$220k	-2%	5.7k	38.24	View chart
PPL Corporation (PPL)	0.0	$219k	NEW	5.7k	38.20	View chart
IDEXX Laboratories (IDXX)	0.0	$216k		385.00	561.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$214k		3.0k	71.13	View chart
GSK Sponsored Adr (GSK)	0.0	$214k	-53%	3.9k	55.18	View chart
Advanced Micro Devices (AMD)	0.0	$213k	NEW	1.0k	203.43	View chart
Morgan Stanley Com New (MS)	0.0	$207k	NEW	1.3k	164.57	View chart
Ecolab (ECL)	0.0	$205k		772.00	266.02	View chart
Hanover Insurance (THG)	0.0	$201k		1.2k	173.35	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$187k		17k	11.23	View chart
Ford Motor Company (F)	0.0	$157k		14k	11.54	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.0	$128k		11k	12.18	View chart

Past Filings by Lantz Financial

SEC 13F filings are viewable for Lantz Financial going back to 2019

Lantz Financial 2026 Q1 filed April 9, 2026
Lantz Financial 2025 Q4 filed Jan. 14, 2026
Lantz Financial 2025 Q3 filed Nov. 6, 2025
Lantz Financial 2025 Q2 filed July 11, 2025
Lantz Financial 2025 Q1 filed April 8, 2025
Lantz Financial 2024 Q4 filed Jan. 21, 2025
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

View all past filings

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