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Lantz Financial LLC Top Holdings
As of  09/30/2022, below is a summary of the Lantz Financial LLC top holdings by largest position size, as per the latest 13f filing made by Lantz Financial LLC. In the Lantz Financial LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Lantz Financial LLC in that top holding, then the share count change between reporting periods, and finally the Lantz Financial LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 50,864 +2,864 $18,242
     IVV50,864+2,864$18,242
INNOVATOR ETFS TR (BSEP) 319,763 +319,763 $9,148
     BSEP319,763+319,763$9,148
ISHARES TR (HDV) 81,406 -40,321 $7,432
     HDV81,406-40,321$7,432
VANGUARD INDEX FDS (VTI) 35,848 -57 $6,434
     VTI35,848-57$6,434
MICROSOFT CORP 27,078 -175 $6,306
     MSFT27,078-175$6,306
INNOVATOR ETFS TR (IJUL) 281,880 +1,018 $5,998
     IJUL281,880+1,018$5,998
ISHARES TR (ESGU) 56,771 +3,999 $4,508
     ESGU56,771+3,999$4,508
ISHARES TR (QUAL) 40,967 -31,152 $4,258
     QUAL40,967-31,152$4,258
INVESCO EXCH TRD SLF IDX FD 180,333 +1,833 $3,764
     BSCN180,333+1,833$3,764
INVESCO EXCH TRD SLF IDX FD 181,693 +2,121 $3,705
     BSCO181,693+2,121$3,705
APPLE INC 23,455 +434 $3,241
     AAPL23,455+434$3,241
WISDOMTREE TR 53,557 -6,724 $2,887
     DGRW53,557-6,724$2,887
SOUTHERN CO 39,819 +74 $2,708
     SO39,819+74$2,708
CHEVRON CORP NEW 17,558 +40 $2,523
     CVX17,558+40$2,523
ISHARES TR (IUSB) 54,321 +2,469 $2,417
     IUSB54,321+2,469$2,417
CISCO SYS INC 59,278 +25 $2,371
     CSCO59,278+25$2,371
ISHARES TR (EFV) 60,592 -7,426 $2,335
     EFV60,592-7,426$2,335
PAYCHEX INC 19,750 -371 $2,216
     PAYX19,750-371$2,216
PROGRESSIVE CORP 19,059 -205 $2,215
     PGR19,059-205$2,215
PEPSICO INC 12,330 +12 $2,013
     PEP12,330+12$2,013
ISHARES TR (EFG) 26,548 +8,024 $1,926
     EFG26,548+8,024$1,926
ISHARES TR (GOVT) 82,606 +20,330 $1,880
     GOVT82,606+20,330$1,880
LOCKHEED MARTIN CORP 4,667 +13 $1,803
     LMT4,667+13$1,803
CHUBB LIMITED 9,897 -10,083 $1,800
     CB9,897-10,083$1,800
NORTHERN TR CORP 20,926 +69 $1,790
     NTRS20,926+69$1,790
SNAP ON INC 8,823 -44 $1,777
     SNA8,823-44$1,777
AMAZON COM INC 15,103 +586 $1,707
     AMZN15,103+586$1,707
JOHNSON & JOHNSON 10,182 -50 $1,663
     JNJ10,182-50$1,663
GILEAD SCIENCES INC 26,540 +220 $1,637
     GILD26,540+220$1,637
BROOKFIELD INFRASTRUCTURE CO 40,187 +30 $1,636
     BIPC40,187+30$1,636
BROADRIDGE FINL SOLUTIONS IN 11,164 -93 $1,611
     BR11,164-93$1,611
HOME DEPOT INC 5,779 +15 $1,595
     HD5,779+15$1,595
LINDE PLC 5,752 +22 $1,551
     LIN5,752+22$1,551
EXXON MOBIL CORP 17,661 -1,505 $1,542
     XOM17,661-1,505$1,542
DIAGEO PLC 8,961 +20 $1,522
     DEO8,961+20$1,522
FASTENAL CO 32,401 +41 $1,492
     FAST32,401+41$1,492
ISHARES INC (EEMV) 29,323 +5,289 $1,486
     EEMV29,323+5,289$1,486
US BANCORP DEL 35,514 +911 $1,432
     USB35,514+911$1,432
COLGATE PALMOLIVE CO 19,272 +58 $1,354
     CL19,272+58$1,354
POLARIS INC 14,141 +28 $1,353
     PII14,141+28$1,353
SPDR S&P 500 ETF TR (SPY) 3,784 +913 $1,352
     SPY3,784+913$1,352
ENTERGY CORP NEW 13,269 +38 $1,335
     ETR13,269+38$1,335
FIDELITY NATIONAL FINANCIAL 36,482 +50 $1,321
     FNF36,482+50$1,321
ANALOG DEVICES INC 9,322 +15 $1,299
     ADI9,322+15$1,299
WEYERHAEUSER CO MTN BE 45,454 +163 $1,298
     WY45,454+163$1,298
DOW INC 29,372 +129 $1,290
     DOW29,372+129$1,290
INTERNATIONAL BUSINESS MACHS 10,314 UNCH $1,225
     IBM10,314UNCH$1,225
KINDER MORGAN INC DEL 73,226 +235 $1,218
     KMI73,226+235$1,218
DIGITAL RLTY TR INC 12,234 +112 $1,213
     DLR12,234+112$1,213
VERIZON COMMUNICATIONS INC 31,936 +1,363 $1,213
     VZ31,936+1,363$1,213

See Full List: All Stocks Held By Lantz Financial LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lantz Financial LLC

Size ($ in 1000's)
At 09/30/2022: $192,188
At 06/30/2022: $221,559

Lantz Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lantz Financial LLC 13F filings. Link to 13F filings: SEC filings

Lantz Financial LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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