Lantz Financial LLC Incresed Positions 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
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
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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
104
+ 3.67%
$496.48 - $617.85 $51.6K - $64.3K
2.94K $1.81M
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
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
GOOG
Alphabet Inc.

Communication Services
67
+ 1.18%
$146.58 - $180.01 $9.82K - $12.1K
5.72K $1.02M
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
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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