Lantz Financial LLC Incresed Positions in Q4 2024

Lantz Financial LLC

  • $356 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSV
Dimensional ETF Tr Dimensional

ETFs
109K
+ 105.89%
$30.18 - $33.87 $3.3M - $3.71M
213K $6.55M
AMZN
Amazon Com Inc

Consumer Cyclical
778
+ 2.72%
$180.88 - $232.93 $141K - $181K
29.4K $6.45M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
53.7K
+ 16.27%
$19.38 - $19.58 $1.04M - $1.05M
384K $7.45M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
47.8K
+ 18.07%
$20.6 - $20.71 $984K - $990K
312K $6.45M
AAPL
Apple Inc.

Technology
537
+ 1.65%
$221.69 - $259.02 $119K - $139K
33.1K $8.29M
NVDA
Nvidia Corp

Technology
890
+ 2.19%
$117.0 - $148.88 $104K - $133K
41.6K $5.58M
UPS
United Parcel Service Inc

Industrials
5.42K
+ 47.66%
$122.65 - $138.35 $665K - $750K
16.8K $2.12M
KMI
Kinder Morgan, Inc.

Energy
36
+ 0.05%
$22.59 - $28.54 $813 - $1.03K
79.2K $2.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
672
+ 1.27%
$94.43 - $105.47 $63.5K - $70.9K
53.6K $5.44M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.67K
+ 4.33%
$34.49 - $39.24 $126K - $144K
88.4K $3.29M
NTRS
Northern Trust Corp

Financial Services
62
+ 0.27%
$88.4 - $111.16 $5.48K - $6.89K
22.8K $2.34M
TSLA
Tesla, Inc.

Consumer Cyclical
163
+ 13.4%
$213.65 - $479.86 $34.8K - $78.2K
1.38K $556K
GOOGL
Alphabet Inc.

Communication Services
613
+ 11.91%
$161.86 - $196.66 $99.2K - $121K
5.76K $1.09M
ETR
Entergy Corp

Utilities
14.4K
+ 93.09%
$73.19 - $156.4 $1.05M - $2.25M
29.9K $2.27M
IBMO
Ishares Tr Ibonds December 202

ETFs
8.74K
+ 28.56%
$25.4 - $25.62 $222K - $224K
39.4K $1M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.07K
+ 28.97%
$26.55 - $26.67 $214K - $215K
35.9K $956K
BNOV
Innovator U.S. Equity Buffer E

ETFs
5.22K
+ 95.8%
$38.08 - $39.98 $199K - $209K
10.7K $419K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.9K
+ 12.4%
$22.1 - $22.59 $241K - $247K
99K $2.2M
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 0.3%
$205.18 - $250.29 $4.1K - $5.01K
6.8K $1.63M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.76K
+ 15.14%
$100.16 - $100.7 $176K - $177K
13.4K $1.34M
GOOG
Alphabet Inc.

Communication Services
129
+ 2.14%
$163.08 - $198.16 $21K - $25.6K
6.15K $1.17M
TROW
Price T Rowe Group Inc

Financial Services
783
+ 5.04%
$106.48 - $124.69 $83.4K - $97.6K
16.3K $1.85M
PAYX
Paychex Inc

Industrials
85
+ 0.4%
$135.86 - $148.73 $11.5K - $12.6K
21.1K $2.96M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
5.38K
+ 6.5%
N/A
88.2K $2.25M
CVX
Chevron Corp

Energy
1.26K
+ 5.47%
$141.15 - $162.53 $178K - $205K
24.4K $3.53M
USB
Us Bancorp \De\

Financial Services
513
+ 1.05%
$43.98 - $53.66 $22.6K - $27.5K
49.6K $2.37M
TTE
Total Energies Se

Energy
1.81K
+ 17.15%
N/A
12.4K $850K
V
Visa Inc.

Financial Services
103
+ 4.62%
$273.87 - $320.91 $28.2K - $33.1K
2.33K $737K
WMT
Walmart Inc.

Consumer Defensive
311
+ 3.26%
$79.1 - $95.7 $24.6K - $29.8K
9.85K $889K
QUAL
Ishares Msci Usa Quality Facto

ETFs
880
+ 2.97%
$176.42 - $186.91 $155K - $164K
30.5K $5.44M
EFG
Msci Eafe Growth ETF

ETFs
5.26K
+ 14.51%
$96.83 - $106.88 $509K - $562K
41.5K $4.02M
VUG
Vanguard Growth ETF

ETFs
29
+ 0.75%
$378.79 - $428.11 $11K - $12.4K
3.92K $1.61M
BR
Broadridge Financial Solutions, Inc.

Technology
4
+ 0.04%
$209.64 - $236.44 $839 - $946
10.1K $2.29M
CGUS
Capital Group Core Equity ETF
2.21K
+ 6.3%
$33.96 - $36.24 $74.9K - $79.9K
37.2K $1.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
319
+ 21.67%
$278.49 - $315.16 $88.8K - $101K
1.79K $508K
BAC
Bank Of America Corp

Financial Services
266
+ 1.85%
$39.22 - $47.77 $10.4K - $12.7K
14.7K $644K
EFV
Msci Eafe Value ETF

ETFs
8.01K
+ 11.64%
$51.78 - $57.15 $415K - $458K
76.8K $4.03M
DIS
Walt Disney CO

Communication Services
147
+ 4.09%
$92.39 - $117.6 $13.6K - $17.3K
3.74K $416K
TEQI
T Rowe Price Exchange Traded F

Technology
3.96K
+ 5.27%
$40.23 - $43.56 $159K - $173K
79.1K $3.21M
BOCT
Innovator U.S. Equity Buffer E

ETFs
1.3K
+ 7.33%
$42.04 - $44.04 $54.7K - $57.3K
19.1K $824K
META
Meta Platforms, Inc.

Communication Services
69
+ 4.34%
$554.08 - $632.68 $38.2K - $43.7K
1.66K $978K
MA
Mastercard Inc

Financial Services
40
+ 3.07%
$491.3 - $536.15 $19.7K - $21.4K
1.34K $707K
BX
Blackstone Inc.

Financial Services
41
+ 1.43%
$148.45 - $199.05 $6.09K - $8.16K
2.9K $500K
ARCC
Ares Capital Corp

Financial Services
91
+ 0.15%
$20.74 - $22.27 $1.89K - $2.03K
60.1K $1.32M
DUSA
Davis Fundamental ETF Tr

ETFs
1.04K
+ 5.03%
$40.91 - $45.07 $42.4K - $46.7K
21.6K $911K
HBAN
Huntington Bancshares Inc

Financial Services
790
+ 6.09%
$14.18 - $18.2 $11.2K - $14.4K
13.8K $223K
ENB
Enbridge Inc

Energy
210
+ 1.65%
$40.4 - $43.92 $8.48K - $9.22K
13K $549K
FAST
Fastenal CO

Industrials
258
+ 1.11%
$69.99 - $84.35 $18.1K - $21.8K
23.5K $1.69M
CGGO
Capital Group Global Growth Eq

ETFs
1.28K
+ 13.63%
$29.21 - $30.67 $37.3K - $39.2K
10.7K $311K
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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