Lantz Financial LLC Purchases in Q2 2025

Lantz Financial LLC

  • $378 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
2.04K
+ 2.02%
$108.41 - $120.51 $221K - $245K
103K $12M
CINF
Cincinnati Financial Corp

Financial Services
21
+ 0.96%
$126.6 - $151.6 $2.66K - $3.18K
2.21K $328K
SBUX
Starbucks Corp

Consumer Cyclical
318
+ 8.65%
$79.69 - $99.41 $25.3K - $31.6K
3.99K $365K
IBMP
Ishares Tr Ibonds December 202

ETFs
119
+ 0.39%
$24.98 - $25.35 $2.97K - $3.02K
30.8K $779K
Capital Group New Geography
11.3K
+ 19.04%
N/A
70.6K $0
Blackrock ETF Trust
54.6K
New
N/A
54.6K $0
Blackrock ETF Trust
28K
New
N/A
28K $0
Gsk PLC
10.1K
New
N/A
10.1K $0
Ge Vernova Inc
35
+ 4.05%
N/A
900 $0
FDV
Federated Hermes ETF Tr U S St
33.5K
+ 12.08%
N/A
310K $0
VZ
Verizon Communications Inc

Communication Services
611
+ 4.34%
$41.67 - $45.62 $25.5K - $27.9K
14.7K $636K
TGT
Target Corp

Consumer Defensive
152
+ 3.8%
$88.76 - $105.77 $13.5K - $16.1K
4.16K $409K
AMCR
Amcor PLC

Consumer Cyclical
171
+ 0.84%
$8.57 - $9.81 $1.47K - $1.68K
20.5K $188K
XEL
Xcel Energy Inc

Utilities
77
+ 1.35%
$65.65 - $72.39 $5.06K - $5.57K
5.78K $393K
MSI
Motorola Solutions, Inc.

Technology
12
+ 1.2%
$394.72 - $440.39 $4.74K - $5.28K
1.02K $426K
AEP
American Electric Power CO Inc

Utilities
38
+ 1.16%
$98.59 - $109.11 $3.75K - $4.15K
3.3K $342K
EXC
Exelon Corp

Utilities
214
+ 2.45%
$42.2 - $47.37 $9.03K - $10.1K
8.94K $388K
DUK
Duke Energy Corp

Utilities
52
+ 0.87%
$112.46 - $124.05 $5.85K - $6.45K
6.04K $712K
AMGN
Amgen Inc

Healthcare
87
+ 4.27%
$262.28 - $309.85 $22.8K - $27K
2.13K $593K
AJG
Arthur J. Gallagher & Co.

Financial Services
10
+ 0.51%
$310.86 - $348.77 $3.11K - $3.49K
1.95K $625K
PG
Procter & Gamble CO

Consumer Defensive
64
+ 1.24%
$157.66 - $172.39 $10.1K - $11K
5.24K $834K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
19
+ 0.2%
$86.97 - $102.82 $1.65K - $1.95K
9.31K $893K
SNY
Sanofi

Healthcare
149
+ 1.6%
$47.62 - $55.44 $7.1K - $8.26K
9.48K $458K
BP
Bp PLC

Energy
270
+ 0.93%
$26.11 - $33.81 $7.05K - $9.13K
29.2K $873K
ABBV
Abb Vie Inc.

Healthcare
269
+ 3.84%
$170.16 - $206.27 $45.8K - $55.5K
7.27K $1.35M
CLX
Clorox CO

Consumer Defensive
1.71K
+ 13.76%
$118.01 - $148.69 $202K - $254K
14.1K $1.7M
MRK
Merck & Co., Inc.

Healthcare
170
+ 1.22%
$73.47 - $87.12 $12.5K - $14.8K
14.1K $1.12M
XOM
Exxon Mobil Corp

Energy
1.05K
+ 4.46%
$99.93 - $119.04 $105K - $125K
24.6K $2.66M
PEP
Pepsico Inc

Consumer Defensive
115
+ 0.85%
$128.02 - $151.37 $14.7K - $17.4K
13.6K $1.8M
CVX
Chevron Corp

Energy
2.22K
+ 9.26%
$133.73 - $168.51 $297K - $375K
26.2K $3.76M
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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