Lantz Financial LLC Purchases in Q4 2024

Lantz Financial LLC

  • $356 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
73
+ 0.84%
$36.22 - $40.97 $2.64K - $2.99K
8.78K $330K
CGDV
Capital Group Divid Value ETF

ETFs
523
+ 1.29%
$35.16 - $37.12 $18.4K - $19.4K
40.9K $1.44M
AMCR
Amcor PLC

Consumer Cyclical
618
+ 3.18%
$9.34 - $11.37 $5.77K - $7.03K
20.1K $188K
DUK
Duke Energy Corp

Utilities
106
+ 1.8%
$105.76 - $120.76 $11.2K - $12.8K
6.01K $647K
MCD
Mcdonalds Corp

Consumer Cyclical
152
+ 2.8%
$288.47 - $316.54 $43.8K - $48.1K
5.57K $1.62M
AMGN
Amgen Inc

Healthcare
220
+ 13.98%
$258.78 - $328.31 $56.9K - $72.2K
1.79K $467K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
51
+ 0.37%
$34.13 - $37.35 $1.74K - $1.9K
13.7K $467K
SNY
Sanofi

Healthcare
520
+ 6.7%
$45.89 - $57.31 $23.9K - $29.8K
8.28K $399K
LYB
Lyondell Basell Industries N.V.

Basic Materials
226
+ 6.81%
$72.97 - $96.75 $16.5K - $21.9K
3.54K $263K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.51%
$501.29 - $612.85 $1.5K - $1.84K
593 $308K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
318
+ 0.72%
$80.93 - $85.66 $25.7K - $27.2K
44.5K $3.6M
KO
Coca Cola CO

Consumer Defensive
143
+ 1.5%
$61.74 - $71.71 $8.83K - $10.3K
9.7K $603K
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 0.63%
$385.02 - $431.37 $15K - $16.8K
6.25K $2.43M
ABBV
Abb Vie Inc.

Healthcare
210
+ 3.26%
$164.99 - $203.87 $34.6K - $42.8K
6.66K $1.18M
LLY
Eli Lilly & CO

Healthcare
107
+ 6.67%
$727.2 - $932.06 $77.8K - $99.7K
1.71K $1.32M
CGXU
Capital Group Intl Focus Equit

ETFs
36.4K
+ 8.36%
$24.67 - $26.94 $898K - $981K
472K $11.6M
XOM
Exxon Mobil Corp

Energy
691
+ 3.19%
$105.51 - $125.37 $72.9K - $86.6K
22.4K $2.41M
DEO
Diageo PLC

Consumer Defensive
353
+ 2.33%
$118.0 - $139.88 $41.7K - $49.4K
15.5K $1.97M
PEP
Pepsico Inc

Consumer Defensive
533
+ 4.03%
$151.29 - $176.1 $80.6K - $93.9K
13.7K $2.09M
JNJ
Johnson & Johnson

Healthcare
273
+ 2.41%
$143.34 - $165.86 $39.1K - $45.3K
11.6K $1.68M
CL
Colgate Palmolive CO

Consumer Defensive
122
+ 0.61%
$90.22 - $102.31 $11K - $12.5K
20.1K $1.83M
PII
Polaris Inc.

Consumer Cyclical
1.75K
+ 12.59%
$56.74 - $83.06 $99.1K - $145K
15.6K $899K
SO
Southern CO

Utilities
54
+ 0.15%
$81.5 - $94.15 $4.4K - $5.08K
35.4K $2.91M
HDV
Ishares Core High Dividend ETF

ETFs
929
+ 0.95%
$110.82 - $121.28 $103K - $113K
99K $11.1M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.02%
$479.66 - $614.62 $480 - $615
4.89K $2.38M
Activity Summary
Buys All Purchases 126 New Holdings 14 Increased Positions 112 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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