Lantz Financial LLC Purchases in Q2 2025

Lantz Financial LLC

  • $378 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
188K
+ 2497.16%
$33.82 - $37.61 $6.37M - $7.09M
196K $7.37M
MSFT
Microsoft Corp

Technology
580
+ 2.45%
$354.56 - $497.45 $206K - $289K
24.2K $12M
NVDA
Nvidia Corp

Technology
2.89K
+ 7.65%
$94.31 - $157.99 $272K - $456K
40.6K $6.42M
EFV
Msci Eafe Value ETF

ETFs
31.5K
+ 46.73%
$52.4 - $64.65 $1.65M - $2.04M
98.8K $6.27M
CGXU
Capital Group Intl Focus Equit

ETFs
27.9K
+ 5.53%
$21.44 - $27.35 $598K - $763K
532K $14.4M
IEMG
Ishares Inc

ETFs
31.9K
+ 111.06%
N/A
60.7K $3.25M
VTI
Vanguard Total Stock Market Et

ETFs
368
+ 0.98%
$243.75 - $303.93 $89.7K - $112K
37.9K $11.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.38K
+ 6.75%
$152.42 - $182.82 $362K - $435K
37.6K $6.87M
IVE
Ishares S&P 500 Value ETF

ETFs
3.9K
+ 18.81%
$168.34 - $195.42 $656K - $762K
24.6K $4.81M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.8K
+ 41.89%
$100.35 - $100.71 $883K - $886K
29.8K $3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.79K
+ 2.82%
$43.53 - $54.46 $121K - $152K
102K $5.54M
AWK
American Water Works Company, Inc.

Utilities
5.59K
+ 72.55%
$133.82 - $151.96 $749K - $850K
13.3K $1.85M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.36K
+ 2.54%
$30.53 - $40.65 $71.9K - $95.8K
95.3K $3.87M
OEF
Ishares S&P 100 ETF

ETFs
2.45K
+ 38.88%
N/A
8.74K $2.32M
BAPR
Innovator U.S. Equity Buffer E

ETFs
9.01K
+ 94.51%
$38.86 - $45.19 $350K - $407K
18.5K $837K
TEQI
T Rowe Price Exchange Traded F

Technology
7.7K
+ 8.91%
$36.8 - $42.54 $283K - $328K
94.1K $4M
BTI
British American Tobacco P.L.C.

Consumer Defensive
8.57K
New
$39.43 - $49.34 $338K - $423K
8.57K $405K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17.4K
+ 17.41%
$22.3 - $22.57 $389K - $394K
118K $2.65M
CEG
Constellation Energy Corp

Utilities
8
+ 0.25%
$170.96 - $322.76 $1.37K - $2.58K
3.23K $1.04M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
685
+ 12.71%
$180.84 - $240.32 $124K - $165K
6.07K $1.46M
BMAY
Innovator U.S. Equity Buffer E

ETFs
8.19K
+ 75.15%
$36.09 - $42.2 $295K - $345K
19.1K $805K
AVGO
Broadcom Inc.

Technology
46
+ 1.42%
$146.29 - $275.65 $6.73K - $12.7K
3.28K $904K
JPM
Jpmorgan Chase & CO

Financial Services
107
+ 1.56%
$210.28 - $289.91 $22.5K - $31K
6.97K $2.02M
META
Meta Platforms, Inc.

Communication Services
56
+ 3.12%
$484.66 - $738.09 $27.1K - $41.3K
1.85K $1.37M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
10.5K
New
$28.35 - $31.3 $298K - $329K
10.5K $329K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.8K
+ 3.96%
$19.44 - $19.56 $307K - $309K
415K $8.1M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
14.9K
+ 4.38%
$20.66 - $20.74 $307K - $308K
354K $7.32M
APH
Amphenol Corp

Technology
3.09K
New
$59.09 - $98.75 $182K - $305K
3.09K $304K
IAPR
Innovator Etfs Tr Internationa

ETFs
10K
New
$25.9 - $29.24 $259K - $292K
10K $292K
ETN
Eaton Corp PLC

Industrials
813
New
$246.52 - $356.99 $200K - $290K
813 $290K
INTU
Intuit Inc

Technology
355
New
$544.07 - $787.63 $193K - $280K
355 $279K
CGUS
Capital Group Core Equity ETF
3.07K
+ 7.65%
$29.93 - $36.93 $91.9K - $113K
43.2K $1.59M
DEO
Diageo PLC

Consumer Defensive
3.13K
+ 20.75%
$99.86 - $115.75 $312K - $362K
18.2K $1.84M
AXP
American Express CO

Financial Services
776
New
$231.39 - $318.98 $180K - $248K
776 $247K
KMB
Kimberly Clark Corp

Consumer Defensive
1.87K
New
$126.84 - $145.22 $238K - $272K
1.87K $241K
PLTR
Palantir Technologies Inc.

Technology
1.77K
New
$74.01 - $144.25 $131K - $255K
1.77K $241K
COF
Capital One Financial Corp

Financial Services
1.12K
New
$150.57 - $212.76 $169K - $238K
1.12K $238K
FE
Firstenergy Corp

Utilities
5.91K
New
$38.31 - $43.17 $226K - $255K
5.91K $237K
EMR
Emerson Electric CO

Industrials
1.76K
New
$94.15 - $133.33 $166K - $234K
1.76K $234K
TRMB
Trimble Inc.

Technology
3.06K
New
$55.12 - $75.98 $169K - $232K
3.06K $232K
SPY
Spdr S&P 500 ETF Trust

ETFs
104
+ 3.67%
$496.48 - $617.85 $51.6K - $64.3K
2.94K $1.81M
QCOM
Qualcomm Inc

Technology
1.44K
New
$124.66 - $159.48 $180K - $230K
1.44K $229K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
9.01K
+ 9.27%
N/A
106K $2.71M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.55K
+ 8.37%
$22.81 - $22.97 $218K - $219K
124K $2.84M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.42K
+ 8.53%
$23.29 - $23.38 $219K - $220K
120K $2.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.2K
New
$152.93 - $181.74 $184K - $218K
1.2K $218K
GD
General Dynamics Corp

Industrials
731
New
$247.68 - $291.66 $181K - $213K
731 $213K
IDXX
Idexx Laboratories Inc

Healthcare
394
New
$361.04 - $536.34 $142K - $211K
394 $211K
AMAT
Applied Materials Inc

Technology
1.13K
New
$126.95 - $183.52 $143K - $207K
1.13K $206K
Activity Summary
Buys All Purchases 131 New Holdings 21 Increased Positions 110 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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