Lantz Financial LLC Reduced Holdings in Q2 2025

Lantz Financial LLC

  • $378 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-41
- 6.61%
$337.37 - $395.63 $13.8K - $16.2K
579 $229K
Linde PLC
-78
- 1.46%
N/A
5.25K $0
Lam Research Corp
-280
- 9.74%
N/A
2.6K $0
GGG
Graco Inc

Industrials
-151
- 2.79%
$74.02 - $87.26 $11.2K - $13.2K
5.27K $452K
Innovator Etfs Trust
-70
- 0.6%
N/A
11.6K $0
Innovator Etfs Trust
-383
- 3.41%
N/A
10.8K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-189
- 1.75%
N/A
10.6K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-18
- 0.04%
N/A
49.4K $0
WRB
Berkley W R Corp

Financial Services
-93
- 2.93%
$64.28 - $75.17 $5.98K - $6.99K
3.09K $226K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1
- 0.03%
$85.42 - $94.39 $85.4 - $94.4
3.06K $287K
GM
General Motors CO

Consumer Cyclical
-36
- 0.77%
$42.48 - $50.46 $1.53K - $1.82K
4.63K $227K
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 2.98%
$908.13 - $1056.85 $17.3K - $20.1K
619 $612K
ABT
Abbott Laboratories

Healthcare
-53
- 0.99%
$123.95 - $138.08 $6.57K - $7.32K
5.3K $720K
EEMV
Ishares Msci Emerging Markets

ETFs
-28
- 0.71%
$54.12 - $62.8 $1.52K - $1.76K
3.9K $245K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-48
- 1.15%
$90.56 - $109.49 $4.35K - $5.26K
4.13K $451K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-272
- 2.55%
$34.94 - $41.25 $9.5K - $11.2K
10.4K $427K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-16
- 0.86%
$108.12 - $135.04 $1.73K - $2.16K
1.85K $249K
DE
Deere & CO

Industrials
-8
- 0.95%
$412.99 - $531.48 $3.3K - $4.25K
832 $423K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-485
- 3.5%
$32.66 - $40.75 $15.8K - $19.8K
13.4K $540K
KMI
Kinder Morgan, Inc.

Energy
-121
- 0.17%
$25.21 - $29.4 $3.05K - $3.56K
71K $2.09M
LMT
Lockheed Martin Corp

Industrials
-33
- 0.71%
$430.82 - $486.45 $14.2K - $16.1K
4.64K $2.15M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-120
- 1.04%
$32.41 - $42.59 $3.89K - $5.11K
11.4K $485K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-150
- 0.66%
$42.58 - $50.22 $6.39K - $7.53K
22.5K $1.13M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-301
- 1.07%
$41.56 - $49.04 $12.5K - $14.8K
27.7K $1.36M
DIS
Walt Disney CO

Communication Services
-26
- 0.7%
$81.72 - $124.01 $2.12K - $3.22K
3.7K $459K
EFG
Msci Eafe Growth ETF

ETFs
-2.06K
- 7.03%
$89.8 - $112.0 $185K - $230K
27.2K $3.04M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-25
- 0.05%
$36.26 - $40.45 $907 - $1.01K
52.6K $2.13M
NFLX
Netflix Inc

Communication Services
-9
- 2.26%
$855.86 - $1339.13 $7.7K - $12.1K
390 $522K
VUG
Vanguard Growth ETF

ETFs
-260
- 6.64%
$329.49 - $438.4 $85.7K - $114K
3.66K $1.6M
SPYG
Spdr Portfolio

ETFs
-76
- 0.71%
$71.83 - $95.32 $5.46K - $7.24K
10.7K $1.02M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-169
- 0.39%
$71.28 - $83.74 $12K - $14.2K
43.4K $3.64M
GE
General Electric CO

Industrials
-129
- 3.33%
$166.81 - $257.39 $21.5K - $33.2K
3.75K $964K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-76
- 0.12%
$38.32 - $45.16 $2.91K - $3.43K
62.1K $2.8M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.24K
- 8.94%
$122.57 - $173.27 $152K - $215K
12.7K $2.19M
ADI
Analog Devices Inc

Technology
-96
- 1.0%
$164.6 - $238.02 $15.8K - $22.8K
9.47K $2.25M
IBM
International Business Machines Corp

Technology
-488
- 4.14%
$221.03 - $294.78 $108K - $144K
11.3K $3.33M
CSCO
Cisco Systems, Inc.

Technology
-331
- 0.55%
$53.19 - $69.38 $17.6K - $23K
59.5K $4.13M
AMZN
Amazon Com Inc

Consumer Cyclical
-818
- 2.73%
$167.32 - $223.3 $137K - $183K
29.2K $6.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.47K
- 4.37%
$82.96 - $110.1 $205K - $272K
54.1K $5.96M
ORCL
Oracle Corp

Technology
-693
- 4.73%
$122.82 - $218.63 $85.1K - $152K
14K $3.05M
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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