Lantz Financial LLC Incresed Positions in Q1 2025

Lantz Financial LLC

  • $348 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUSA
Davis Fundamental ETF Tr

ETFs
1.06K
+ 4.91%
$41.58 - $46.14 $44.2K - $49K
22.7K $953K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
149
+ 1.09%
$33.84 - $37.77 $5.04K - $5.63K
13.8K $508K
TTE
Total Energies Se

Energy
588
+ 4.74%
N/A
13K $890K
O
Realty Income Corp

Real Estate
327
+ 7.83%
$51.67 - $58.49 $16.9K - $19.1K
4.5K $261K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.2K
+ 3.34%
$26.63 - $26.75 $31.9K - $32K
37.1K $992K
CGUS
Capital Group Core Equity ETF
2.88K
+ 7.74%
$33.08 - $36.62 $95.3K - $105K
40.1K $1.33M
WFC
Wells Fargo & Company

Financial Services
45
+ 0.29%
$66.78 - $81.42 $3.01K - $3.66K
15.6K $1.12M
XEL
Xcel Energy Inc

Utilities
66
+ 1.17%
$63.37 - $72.1 $4.18K - $4.76K
5.7K $403K
SCHW
Schwab Charles Corp

Financial Services
100
+ 3.42%
$71.24 - $83.64 $7.12K - $8.36K
3.02K $236K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
217
+ 0.19%
$22.77 - $22.94 $4.94K - $4.98K
114K $2.62M
SYK
Stryker Corp

Healthcare
7
+ 1.14%
$355.18 - $399.9 $2.49K - $2.8K
620 $230K
AMCR
Amcor PLC

Consumer Cyclical
316
+ 1.58%
$9.33 - $10.39 $2.95K - $3.28K
20.4K $197K
UNP
Union Pacific Corp

Industrials
2
+ 0.21%
$225.21 - $254.42 $450 - $509
940 $222K
IBMO
Ishares Tr Ibonds December 202

ETFs
78
+ 0.2%
$25.45 - $25.6 $1.99K - $2K
39.4K $1.01M
C
Citigroup Inc

Financial Services
42
+ 1.47%
$67.23 - $84.63 $2.82K - $3.55K
2.89K $205K
Capital Group New Geography
11K
+ 22.82%
N/A
59.3K $0
Innovator Etfs Trust
2.7K
+ 19.65%
N/A
16.4K $0
FDV
Federated Hermes ETF Tr U S St
33.3K
+ 13.69%
N/A
277K $0
NEE
Nextera Energy Inc

Utilities
126
+ 0.93%
$66.96 - $76.16 $8.44K - $9.6K
13.7K $969K
TFC
Truist Financial Corp

Financial Services
182
+ 3.08%
$39.48 - $48.15 $7.19K - $8.76K
6.1K $250K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
22
+ 0.16%
$49.78 - $53.19 $1.1K - $1.17K
13.7K $691K
PFE
Pfizer Inc

Healthcare
1.1K
+ 3.48%
$25.01 - $27.13 $27.4K - $29.8K
32.7K $827K
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.67%
$497.6 - $606.74 $1.99K - $2.43K
597 $297K
WDAY
Workday, Inc.

Technology
42
+ 4.72%
$233.53 - $277.82 $9.81K - $11.7K
932 $217K
HBAN
Huntington Bancshares Inc

Financial Services
250
+ 1.82%
$14.28 - $17.39 $3.57K - $4.35K
14K $210K
BA
Boeing CO

Industrials
35
+ 1.17%
$148.15 - $186.25 $5.19K - $6.52K
3.03K $516K
ONB
Old National Bancorp

Financial Services
20
+ 0.1%
$20.11 - $24.45 $402 - $489
20.3K $427K
MSCI
Msci Inc.

Financial Services
1
+ 0.25%
$541.46 - $628.34 $541 - $628
404 $228K
WMT
Walmart Inc.

Consumer Defensive
93
+ 0.94%
$84.5 - $105.05 $7.86K - $9.77K
9.94K $872K
MSI
Motorola Solutions, Inc.

Technology
9
+ 0.91%
$411.73 - $482.1 $3.71K - $4.34K
1K $439K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
239
+ 6.06%
$102.49 - $119.96 $24.5K - $28.7K
4.18K $434K
SPY
Spdr S&P 500 ETF Trust

ETFs
92
+ 3.36%
$551.42 - $612.93 $50.7K - $56.4K
2.83K $1.58M
ADBE
Adobe Inc.

Technology
47
+ 6.78%
$377.84 - $464.11 $17.8K - $21.8K
740 $283K
CM
Canadian Imperial Bank Of Commerce

Financial Services
13
+ 0.36%
$55.05 - $64.52 $716 - $839
3.62K $203K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.08%
$120.24 - $134.3 $361 - $403
3.78K $458K
BAC
Bank Of America Corp

Financial Services
37
+ 0.25%
$39.61 - $47.74 $1.47K - $1.77K
14.7K $613K
AVGO
Broadcom Inc.

Technology
673
+ 26.25%
$167.43 - $244.7 $113K - $165K
3.24K $541K
CEG
Constellation Energy Corp

Utilities
12
+ 0.37%
$201.63 - $347.44 $2.42K - $4.17K
3.22K $660K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.24K
+ 4.47%
$48.06 - $53.73 $204K - $228K
99K $4.8M
SPYG
Spdr Portfolio

ETFs
2
+ 0.02%
$80.05 - $92.39 $160 - $185
10.7K $860K
BX
Blackstone Inc.

Financial Services
16
+ 0.55%
$136.53 - $186.74 $2.18K - $2.99K
2.92K $407K
CGGR
Capital Group Growth ETF Shs C

ETFs
4.5K
+ 5.09%
$33.98 - $39.84 $153K - $179K
92.9K $3.19M
CAT
Caterpillar Inc

Industrials
10
+ 0.24%
$326.75 - $407.63 $3.27K - $4.08K
4.13K $1.36M
TSLA
Tesla, Inc.

Consumer Cyclical
151
+ 10.95%
$222.15 - $428.22 $33.5K - $64.7K
1.53K $396K
IVW
Ishares S&P 500 Growth ETF

ETFs
3K
+ 5.6%
$92.45 - $106.69 $278K - $320K
56.6K $5.24M
IYW
Ishares Dj Us Tech ETF

ETFs
353
+ 2.6%
$140.44 - $166.79 $49.6K - $58.9K
13.9K $1.96M
ORCL
Oracle Corp

Technology
266
+ 1.85%
$139.81 - $186.47 $37.2K - $49.6K
14.6K $2.05M
VTI
Vanguard Total Stock Market Et

ETFs
615
+ 1.67%
$271.18 - $303.12 $167K - $186K
37.5K $10.3M
AMZN
Amazon Com Inc

Consumer Cyclical
596
+ 2.03%
$190.26 - $242.06 $113K - $144K
30K $5.7M
Activity Summary
Buys All Purchases 111 New Holdings 11 Increased Positions 100 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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