Lantz Financial LLC Sells in Q2 2025

Lantz Financial LLC

  • $378 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFSV
Dimensional ETF Tr Dimensional

ETFs
-108K
- 45.98%
$24.21 - $29.47 $2.62M - $3.19M
127K $3.75M
IVV
Ishares Core S&P 500 ETF

ETFs
-8.75K
- 17.42%
$498.8 - $620.9 $4.36M - $5.43M
41.5K $25.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-28K
- 87.0%
$50.08 - $63.14 $1.4M - $1.77M
4.18K $263K
AAPL
Apple Inc.

Technology
-131
- 0.4%
$172.42 - $223.89 $22.6K - $29.3K
32.6K $6.69M
BMY
Bristol Myers Squibb CO

Healthcare
-5.62K
- 41.46%
$44.12 - $59.6 $248K - $335K
7.94K $367K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 0.09%
$483.48 - $539.8 $4.35K - $4.86K
9.72K $4.72M
FNF
Fidelity National Financial, Inc.

Financial Services
-500
- 1.29%
$53.62 - $66.59 $26.8K - $33.3K
38.1K $2.14M
PII
Polaris Inc.

Consumer Cyclical
-8.28K
- 55.5%
$31.97 - $42.61 $265K - $353K
6.64K $269K
PAYX
Paychex Inc

Industrials
-1.07K
- 5.31%
$137.01 - $159.78 $147K - $171K
19.1K $2.78M
MCD
Mcdonalds Corp

Consumer Cyclical
-635
- 11.27%
$285.55 - $321.23 $181K - $204K
5K $1.46M
ETR
Entergy Corp

Utilities
-2.13K
- 8.24%
$79.01 - $86.61 $168K - $184K
23.7K $1.97M
UNH
Unitedhealth Group Inc

Healthcare
-43
- 4.55%
$274.35 - $599.47 $11.8K - $25.8K
902 $281K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2
- 0.03%
$212.1 - $244.27 $424 - $489
7.76K $1.7M
AON
Aon PLC

Financial Services
-263
- 13.14%
$335.85 - $398.81 $88.3K - $105K
1.74K $620K
JNJ
Johnson & Johnson

Healthcare
-82
- 0.68%
$146.36 - $159.82 $12K - $13.1K
11.9K $1.82M
GILD
Gilead Sciences, Inc.

Healthcare
-1.25K
- 5.61%
$96.91 - $113.0 $121K - $141K
21K $2.33M
WEC
Wec Energy Group, Inc.

Utilities
-282
- 1.02%
$102.24 - $109.76 $28.8K - $31K
27.4K $2.86M
WY
Weyerhaeuser CO

Real Estate
-985
- 2.64%
$24.69 - $29.48 $24.3K - $29K
36.3K $931K
CB
Chubb LTD

Financial Services
-99
- 1.08%
$274.32 - $302.46 $27.2K - $29.9K
9.11K $2.64M
PM
Philip Morris International Inc.

Consumer Defensive
-1.35K
- 29.91%
$149.23 - $184.95 $202K - $250K
3.17K $577K
PGR
Progressive Corp

Financial Services
-70
- 0.98%
$255.27 - $288.74 $17.9K - $20.2K
7.1K $1.89M
LLY
Eli Lilly & CO

Healthcare
-60
- 3.18%
$713.71 - $898.95 $42.8K - $53.9K
1.83K $1.42M
SO
Southern CO

Utilities
-753
- 2.18%
$84.91 - $92.56 $63.9K - $69.7K
33.7K $3.1M
KO
Coca Cola CO

Consumer Defensive
-907
- 9.01%
$68.37 - $73.9 $62K - $67K
9.16K $648K
IAU
Ishares Gold Trust

ETFs
-1.87K
- 12.29%
$56.1 - $64.74 $105K - $121K
13.3K $830K
ZTS
Zoetis Inc.

Healthcare
-284
- 12.79%
$144.41 - $170.3 $41K - $48.4K
1.94K $302K
INTC
Intel Corp

Technology
-2.44K
- 8.81%
$18.13 - $22.69 $44.2K - $55.3K
25.2K $565K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.75K
- 23.63%
$36.25 - $42.28 $63.4K - $74K
5.66K $239K
CL
Colgate Palmolive CO

Consumer Defensive
-83
- 0.43%
$87.57 - $96.0 $7.27K - $7.97K
19.2K $1.75M
ADBE
Adobe Inc.

Technology
-133
- 17.97%
$340.0 - $420.68 $45.2K - $56K
607 $234K
RSG
Republic Services, Inc.

Industrials
-423
- 3.33%
$227.2 - $258.07 $96.1K - $109K
12.3K $3.02M
CAT
Caterpillar Inc

Industrials
-735
- 17.79%
$273.94 - $388.21 $201K - $285K
3.4K $1.32M
ACN
Accenture PLC

Technology
-69
- 4.49%
$279.23 - $323.21 $19.3K - $22.3K
1.47K $439K
PLD
Prologis, Inc.

Real Estate
-123
- 5.14%
$89.76 - $112.34 $11K - $13.8K
2.27K $238K
BR
Broadridge Financial Solutions, Inc.

Technology
-138
- 1.43%
$217.22 - $246.25 $30K - $34K
9.52K $2.31M
ARCC
Ares Capital Corp

Financial Services
-637
- 1.11%
$18.91 - $22.43 $12K - $14.3K
56.7K $1.24M
TTE
Total Energies Se

Energy
-356
- 2.74%
N/A
12.6K $866K
UNP
Union Pacific Corp

Industrials
-65
- 6.91%
$208.27 - $238.46 $13.5K - $15.5K
875 $201K
NEE
Nextera Energy Inc

Utilities
-4
- 0.03%
$64.11 - $75.0 $256 - $300
13.7K $949K
CMCSA
Comcast Corp

Communication Services
-249
- 3.08%
$32.84 - $36.72 $8.18K - $9.14K
7.83K $279K
HD
Home Depot, Inc.

Consumer Cyclical
-51
- 0.85%
$335.24 - $380.78 $17.1K - $19.4K
5.92K $2.17M
T
At&T Inc.

Communication Services
-972
- 5.84%
$26.33 - $28.94 $25.6K - $28.1K
15.7K $453K
MSCI
Msci Inc.

Financial Services
-36
- 8.91%
$506.56 - $576.74 $18.2K - $20.8K
368 $212K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-2.4K
- 16.67%
$13.86 - $18.24 $33.3K - $43.8K
12K $218K
SHEL
Shell PLC

Energy
-54
- 1.08%
$59.75 - $73.05 $3.23K - $3.94K
4.95K $348K
KKR
Kkr & Co. Inc.

Financial Services
-307
- 15.87%
$92.79 - $134.29 $28.5K - $41.2K
1.63K $216K
GLD
Spdr Gold Trust

ETFs
-78
- 6.51%
$273.71 - $316.29 $21.3K - $24.7K
1.12K $341K
CGGO
Capital Group Global Growth Eq

ETFs
-1.25K
- 11.72%
$25.31 - $32.17 $31.6K - $40.1K
9.4K $300K
TXN
Texas Instruments Inc

Technology
-9
- 0.8%
N/A
1.11K $216K
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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