Lantz Financial LLC Purchases in Q2 2025

Lantz Financial LLC

  • $378 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
494
+ 1.17%
$31.93 - $39.49 $15.8K - $19.5K
42.6K $1.68M
TSLA
Tesla, Inc.

Consumer Cyclical
254
+ 16.6%
$221.86 - $362.89 $56.4K - $92.2K
1.78K $566K
USB
Us Bancorp \De\

Financial Services
487
+ 1.01%
$36.4 - $45.76 $17.7K - $22.3K
48.9K $2.21M
BJUL
Innovator U.S. Equity Buffer E

ETFs
73
+ 0.2%
$39.61 - $47.13 $2.89K - $3.44K
37.1K $1.75M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.56K
+ 9.36%
$19.49 - $19.66 $147K - $149K
88.4K $1.74M
IJUL
Innovator Etfs Tr

ETFs
43
+ 0.08%
$27.51 - $31.94 $1.18K - $1.37K
54.2K $1.73M
DUSA
Davis Fundamental ETF Tr

ETFs
937
+ 4.13%
$38.38 - $46.28 $36K - $43.4K
23.6K $1.09M
GOOGL
Alphabet Inc.

Communication Services
73
+ 1.27%
$144.7 - $178.6 $10.6K - $13K
5.83K $1.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
137
+ 18.54%
$416.06 - $551.64 $57K - $75.6K
876 $483K
WFC
Wells Fargo & Company

Financial Services
36
+ 0.23%
$60.98 - $80.12 $2.2K - $2.88K
15.6K $1.25M
FAST
Fastenal CO

Industrials
22.1K
+ 98.58%
$40.65 - $83.16 $900K - $1.84M
44.6K $1.87M
BA
Boeing CO

Industrials
46
+ 1.52%
$136.59 - $217.51 $6.28K - $10K
3.07K $643K
PNC
Pnc Financial Services Group, Inc.

Financial Services
536
+ 29.4%
$149.76 - $186.42 $80.3K - $99.9K
2.36K $439K
WMT
Walmart Inc.

Consumer Defensive
127
+ 1.28%
$81.79 - $99.98 $10.4K - $12.7K
10.1K $984K
BAC
Bank Of America Corp

Financial Services
494
+ 3.36%
$34.39 - $47.46 $17K - $23.4K
15.2K $718K
TROW
Price T Rowe Group Inc

Financial Services
282
+ 1.82%
$80.27 - $98.06 $22.6K - $27.7K
15.8K $1.52M
NOW
Service Now, Inc.

Technology
33
+ 11.79%
$721.65 - $1040.18 $23.8K - $34.3K
313 $321K
HSY
Hershey CO

Consumer Defensive
790
+ 8.1%
$151.29 - $173.13 $120K - $137K
10.5K $1.75M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
998
+ 7.31%
$45.11 - $52.34 $45K - $52.2K
14.7K $767K
NGG
National Grid PLC

Utilities
123
+ 1.63%
$62.74 - $74.79 $7.72K - $9.2K
7.66K $569K
NVS
Novartis Ag

Healthcare
17
+ 0.26%
$101.96 - $121.01 $1.73K - $2.06K
6.63K $801K
C
Citigroup Inc

Financial Services
222
+ 7.68%
$58.13 - $85.12 $12.9K - $18.9K
3.11K $265K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
26
+ 0.69%
$108.06 - $135.3 $2.81K - $3.52K
3.81K $515K
CM
Canadian Imperial Bank Of Commerce

Financial Services
55
+ 1.52%
$54.6 - $70.83 $3K - $3.9K
3.67K $260K
MS
Morgan Stanley

Financial Services
80
+ 4.65%
$99.83 - $140.86 $7.99K - $11.3K
1.8K $253K
CME
Cme Group Inc.

Financial Services
44
+ 1.13%
$252.37 - $290.71 $11.1K - $12.8K
3.93K $1.08M
BMO
Bank Of Montreal

Financial Services
31
+ 1.07%
$87.54 - $110.63 $2.71K - $3.43K
2.93K $323K
SHOP
Shopify Inc.

Technology
13
+ 0.53%
$76.89 - $115.35 $1K - $1.5K
2.46K $283K
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.24%
$113.75 - $148.48 $910 - $1.19K
3.35K $489K
BJUN
Innovator U.S. Equity Buffer E

ETFs
1.2K
+ 0.47%
N/A
255K $9.96M
SCHW
Schwab Charles Corp

Financial Services
41
+ 1.36%
$69.06 - $91.24 $2.83K - $3.74K
3.06K $279K
IWR
Ishares Russell Mid Cap ETF

ETFs
222
+ 8.77%
$74.88 - $91.97 $16.6K - $20.4K
2.75K $253K
O
Realty Income Corp

Real Estate
597
+ 13.26%
$52.27 - $58.52 $31.2K - $34.9K
5.1K $293K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.17K
+ 3.16%
$26.41 - $26.76 $31K - $31.4K
38.3K $1.02M
HBAN
Huntington Bancshares Inc

Financial Services
443
+ 3.16%
$12.49 - $16.76 $5.53K - $7.42K
14.5K $242K
BX
Blackstone Inc.

Financial Services
13
+ 0.45%
$120.07 - $151.11 $1.56K - $1.96K
2.93K $438K
V
Visa Inc.

Financial Services
54
+ 2.09%
$308.27 - $373.31 $16.6K - $20.2K
2.64K $937K
PFE
Pfizer Inc

Healthcare
2.62K
+ 8.02%
$21.59 - $24.84 $56.6K - $65.1K
35.3K $855K
IBMO
Ishares Tr Ibonds December 202

ETFs
1.04K
+ 2.63%
$25.32 - $25.63 $26.2K - $26.6K
40.5K $1.04M
UPS
United Parcel Service Inc

Industrials
1.75K
+ 10.54%
$91.92 - $110.2 $161K - $193K
18.4K $1.86M
TFC
Truist Financial Corp

Financial Services
343
+ 5.62%
$34.79 - $42.99 $11.9K - $14.7K
6.44K $276K
XYL
Xylem Inc.

Industrials
52
+ 2.65%
$102.86 - $129.5 $5.35K - $6.73K
2.01K $260K
F
Ford Motor CO

Consumer Cyclical
1.48K
+ 14.32%
$8.69 - $10.85 $12.9K - $16.1K
11.8K $128K
MA
Mastercard Inc

Financial Services
9
+ 0.66%
$479.92 - $590.74 $4.32K - $5.32K
1.38K $773K
ENB
Enbridge Inc

Energy
184
+ 1.45%
$41.09 - $47.16 $7.56K - $8.68K
12.9K $584K
ECL
Ecolab Inc.

Basic Materials
13
+ 1.41%
$225.65 - $270.95 $2.93K - $3.52K
934 $251K
TRP
Tc Energy Corp

Energy
117
+ 1.63%
$44.48 - $51.4 $5.2K - $6.01K
7.29K $355K
MMM
3 M CO

Industrials
15
+ 0.62%
$126.09 - $154.15 $1.89K - $2.31K
2.42K $368K
CVS
Cvs Health Corp

Healthcare
113
+ 3.33%
$60.04 - $70.18 $6.78K - $7.93K
3.5K $241K
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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