Lantz Financial LLC Incresed Positions in Q3 2024

Lantz Financial LLC

  • $351 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
250K
+ 1680.08%
$20.47 - $20.71 $5.11M - $5.17M
265K $5.46M
CGXU
Capital Group Intl Focus Equit

ETFs
104K
+ 31.2%
$24.27 - $27.46 $2.51M - $2.84M
435K $11.7M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
118K
+ 55.76%
$19.2 - $19.63 $2.27M - $2.32M
330K $6.45M
EFV
Msci Eafe Value ETF

ETFs
30.8K
+ 80.79%
$51.72 - $57.96 $1.59M - $1.78M
68.8K $3.96M
AAPL
Apple Inc.

Technology
2.83K
+ 9.52%
$207.23 - $234.82 $587K - $665K
32.6K $7.59M
HDV
Ishares Core High Dividend ETF

ETFs
1.73K
+ 1.8%
$107.62 - $118.76 $186K - $206K
98.1K $11.5M
IJUL
Innovator Etfs Tr

ETFs
17.8K
+ 6.63%
$27.47 - $29.55 $488K - $525K
286K $8.4M
VTI
Vanguard Total Stock Market Et

ETFs
1.01K
+ 2.84%
$255.18 - $283.2 $259K - $287K
36.7K $10.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
21.3K
+ 25.96%
$28.25 - $31.7 $602K - $675K
103K $3.18M
TEQI
T Rowe Price Exchange Traded F

Technology
14.9K
+ 24.81%
$38.71 - $41.77 $579K - $624K
75.2K $3.14M
DEO
Diageo PLC

Consumer Defensive
3.47K
+ 29.62%
$120.02 - $140.77 $416K - $488K
15.2K $2.13M
WEC
Wec Energy Group, Inc.

Utilities
1.51K
+ 5.33%
$77.68 - $96.19 $117K - $145K
29.8K $2.86M
IBM
International Business Machines Corp

Technology
187
+ 1.57%
$175.1 - $223.38 $32.7K - $41.8K
12.1K $2.68M
PGR
Progressive Corp

Financial Services
103
+ 0.83%
$209.46 - $259.24 $21.6K - $26.7K
12.4K $3.16M
ORCL
Oracle Corp

Technology
1.3K
+ 10.18%
$125.9 - $170.35 $163K - $221K
14K $2.39M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
22.7K
+ 37.77%
$25.49 - $25.49 $578K - $578K
82.8K $2.11M
LMT
Lockheed Martin Corp

Industrials
10
+ 0.2%
$460.3 - $584.56 $4.6K - $5.85K
4.89K $2.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
87
+ 0.92%
$405.19 - $478.57 $35.3K - $41.6K
9.57K $4.4M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
19.7K
+ 20.32%
$23.13 - $23.43 $457K - $463K
117K $2.74M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.1K
+ 19.01%
$22.55 - $23.1 $431K - $441K
120K $2.76M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.12K
+ 29.54%
$56.04 - $62.99 $399K - $448K
31.2K $1.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
+ 4.43%
$162.64 - $179.3 $205K - $226K
29.7K $5.32M
GILD
Gilead Sciences, Inc.

Healthcare
894
+ 3.59%
$66.59 - $83.99 $59.5K - $75.1K
25.8K $2.16M
HD
Home Depot, Inc.

Consumer Cyclical
204
+ 3.39%
$333.64 - $405.2 $68.1K - $82.7K
6.21K $2.52M
BSEP
Innovator U.S. Equity Buffer E

ETFs
7.74K
+ 13.86%
$39.49 - $42.12 $306K - $326K
63.6K $2.68M
CSCO
Cisco Systems, Inc.

Technology
915
+ 1.5%
$44.74 - $53.22 $40.9K - $48.7K
61.9K $3.29M
MCD
Mcdonalds Corp

Consumer Cyclical
479
+ 9.69%
$245.82 - $304.51 $118K - $146K
5.42K $1.65M
PAYX
Paychex Inc

Industrials
484
+ 2.36%
$116.17 - $135.19 $56.2K - $65.4K
21K $2.82M
ETR
Entergy Corp

Utilities
28
+ 0.18%
$104.75 - $131.61 $2.93K - $3.69K
15.5K $2.04M
IVE
Ishares S&P 500 Value ETF

ETFs
789
+ 5.64%
$181.06 - $197.17 $143K - $156K
14.8K $2.91M
JNJ
Johnson & Johnson

Healthcare
1.22K
+ 12.11%
$145.48 - $167.38 $178K - $205K
11.3K $1.84M
CLX
Clorox CO

Consumer Defensive
24
+ 0.18%
$131.73 - $166.97 $3.16K - $4.01K
13K $2.12M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.18K
+ 2.36%
$44.24 - $49.47 $96.5K - $108K
94.8K $4.69M
USB
Us Bancorp \De\

Financial Services
923
+ 1.92%
$39.04 - $47.23 $36K - $43.6K
49K $2.24M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.21K
+ 6.55%
$30.71 - $34.79 $160K - $181K
84.8K $2.95M
LLY
Eli Lilly & CO

Healthcare
368
+ 29.77%
$772.14 - $960.02 $284K - $353K
1.6K $1.42M
BMY
Bristol Myers Squibb CO

Healthcare
3.03K
+ 25.65%
$39.66 - $51.75 $120K - $157K
14.8K $767K
IVW
Ishares S&P 500 Growth ETF

ETFs
960
+ 1.85%
$84.77 - $97.13 $81.4K - $93.2K
52.9K $5.07M
CAT
Caterpillar Inc

Industrials
33
+ 0.79%
$316.8 - $391.12 $10.5K - $12.9K
4.21K $1.65M
SNA
Snap On Inc

Industrials
27
+ 0.32%
$255.35 - $289.77 $6.89K - $7.82K
8.45K $2.45M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
80
+ 0.18%
$75.88 - $83.21 $6.07K - $6.66K
44.2K $3.68M
NEE
Nextera Energy Inc

Utilities
550
+ 4.22%
$69.9 - $84.97 $38.4K - $46.7K
13.6K $1.15M
WY
Weyerhaeuser CO

Real Estate
4
+ 0.01%
$27.05 - $33.84 $108 - $135
38.9K $1.32M
FAST
Fastenal CO

Industrials
161
+ 0.7%
$62.09 - $71.83 $10K - $11.6K
23.2K $1.66M
VUG
Vanguard Growth ETF

ETFs
446
+ 12.95%
$341.08 - $391.94 $152K - $175K
3.89K $1.49M
EFG
Msci Eafe Growth ETF

ETFs
98
+ 0.27%
$96.84 - $108.77 $9.49K - $10.7K
36.2K $3.9M
META
Meta Platforms, Inc.

Communication Services
189
+ 13.49%
$453.41 - $572.44 $85.7K - $108K
1.59K $910K
PEP
Pepsico Inc

Consumer Defensive
809
+ 6.52%
$161.9 - $179.3 $131K - $145K
13.2K $2.25M
UNH
Unitedhealth Group Inc

Healthcare
230
+ 26.78%
$488.01 - $604.18 $112K - $139K
1.09K $636K
Activity Summary
Buys All Purchases 157 New Holdings 27 Increased Positions 130 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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