Lantz Financial LLC Incresed Positions in Q2 2025

Lantz Financial LLC

  • $378 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
790
+ 8.1%
$151.29 - $173.13 $120K - $137K
10.5K $1.75M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
998
+ 7.31%
$45.11 - $52.34 $45K - $52.2K
14.7K $767K
NGG
National Grid PLC

Utilities
123
+ 1.63%
$62.74 - $74.79 $7.72K - $9.2K
7.66K $569K
NVS
Novartis Ag

Healthcare
17
+ 0.26%
$101.96 - $121.01 $1.73K - $2.06K
6.63K $801K
C
Citigroup Inc

Financial Services
222
+ 7.68%
$58.13 - $85.12 $12.9K - $18.9K
3.11K $265K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
26
+ 0.69%
$108.06 - $135.3 $2.81K - $3.52K
3.81K $515K
CM
Canadian Imperial Bank Of Commerce

Financial Services
55
+ 1.52%
$54.6 - $70.83 $3K - $3.9K
3.67K $260K
MS
Morgan Stanley

Financial Services
80
+ 4.65%
$99.83 - $140.86 $7.99K - $11.3K
1.8K $253K
CME
Cme Group Inc.

Financial Services
44
+ 1.13%
$252.37 - $290.71 $11.1K - $12.8K
3.93K $1.08M
SHOP
Shopify Inc.

Technology
13
+ 0.53%
$76.89 - $115.35 $1K - $1.5K
2.46K $283K
BMO
Bank Of Montreal

Financial Services
31
+ 1.07%
$87.54 - $110.63 $2.71K - $3.43K
2.93K $323K
BJUN
Innovator U.S. Equity Buffer E

ETFs
1.2K
+ 0.47%
N/A
255K $9.96M
SCHW
Schwab Charles Corp

Financial Services
41
+ 1.36%
$69.06 - $91.24 $2.83K - $3.74K
3.06K $279K
IWR
Ishares Russell Mid Cap ETF

ETFs
222
+ 8.77%
$74.88 - $91.97 $16.6K - $20.4K
2.75K $253K
HBAN
Huntington Bancshares Inc

Financial Services
443
+ 3.16%
$12.49 - $16.76 $5.53K - $7.42K
14.5K $242K
O
Realty Income Corp

Real Estate
597
+ 13.26%
$52.27 - $58.52 $31.2K - $34.9K
5.1K $293K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.17K
+ 3.16%
$26.41 - $26.76 $31K - $31.4K
38.3K $1.02M
V
Visa Inc.

Financial Services
54
+ 2.09%
$308.27 - $373.31 $16.6K - $20.2K
2.64K $937K
BX
Blackstone Inc.

Financial Services
13
+ 0.45%
$120.07 - $151.11 $1.56K - $1.96K
2.93K $438K
IBMO
Ishares Tr Ibonds December 202

ETFs
1.04K
+ 2.63%
$25.32 - $25.63 $26.2K - $26.6K
40.5K $1.04M
PFE
Pfizer Inc

Healthcare
2.62K
+ 8.02%
$21.59 - $24.84 $56.6K - $65.1K
35.3K $855K
XYL
Xylem Inc.

Industrials
52
+ 2.65%
$102.86 - $129.5 $5.35K - $6.73K
2.01K $260K
UPS
United Parcel Service Inc

Industrials
1.75K
+ 10.54%
$91.92 - $110.2 $161K - $193K
18.4K $1.86M
TFC
Truist Financial Corp

Financial Services
343
+ 5.62%
$34.79 - $42.99 $11.9K - $14.7K
6.44K $276K
F
Ford Motor CO

Consumer Cyclical
1.48K
+ 14.32%
$8.69 - $10.85 $12.9K - $16.1K
11.8K $128K
MA
Mastercard Inc

Financial Services
9
+ 0.66%
$479.92 - $590.74 $4.32K - $5.32K
1.38K $773K
ENB
Enbridge Inc

Energy
184
+ 1.45%
$41.09 - $47.16 $7.56K - $8.68K
12.9K $584K
ECL
Ecolab Inc.

Basic Materials
13
+ 1.41%
$225.65 - $270.95 $2.93K - $3.52K
934 $251K
TRP
Tc Energy Corp

Energy
117
+ 1.63%
$44.48 - $51.4 $5.2K - $6.01K
7.29K $355K
MMM
3 M CO

Industrials
15
+ 0.62%
$126.09 - $154.15 $1.89K - $2.31K
2.42K $368K
CVS
Cvs Health Corp

Healthcare
113
+ 3.33%
$60.04 - $70.18 $6.78K - $7.93K
3.5K $241K
HDV
Ishares Core High Dividend ETF

ETFs
2.04K
+ 2.02%
$108.41 - $120.51 $221K - $245K
103K $12M
SBUX
Starbucks Corp

Consumer Cyclical
318
+ 8.65%
$79.69 - $99.41 $25.3K - $31.6K
3.99K $365K
CINF
Cincinnati Financial Corp

Financial Services
21
+ 0.96%
$126.6 - $151.6 $2.66K - $3.18K
2.21K $328K
IBMP
Ishares Tr Ibonds December 202

ETFs
119
+ 0.39%
$24.98 - $25.35 $2.97K - $3.02K
30.8K $779K
FDV
Federated Hermes ETF Tr U S St
33.5K
+ 12.08%
N/A
310K $0
Capital Group New Geography
11.3K
+ 19.04%
N/A
70.6K $0
Ge Vernova Inc
35
+ 4.05%
N/A
900 $0
DOW
Dow Inc.

Basic Materials
9.47K
+ 31.58%
$25.81 - $34.89 $244K - $331K
39.5K $1.05M
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
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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