Lantz Financial LLC Portfolio Holdings
Lantz Financial LLC
- $310 Million
- Q2 2024
Lantz Financial LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $310 Million distributed in 212 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.4M, Microsoft Corp with a value of $11.4M, Ishares Core High Dividend ETF with a value of $10.5M, Innovator U.S. Equity Buffer E with a value of $10.4M, and Vanguard Total Stock Market Et with a value of $9.56M.
Below you can find more details about Lantz Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$310 Million
ETFs: $157 Million
Technology: $37.7 Million
Financial Services: $27.8 Million
Industrials: $17.1 Million
Consumer Defensive: $13.1 Million
Healthcare: $12.3 Million
Energy: $10.8 Million
Utilities: $10.5 Million
Other: $19.6 Million