Lantz Financial LLC
Q1 2025 13F Holdings
- Locationnaperville, IL
- Num holdings
222
- Value ($000)
$365,396
- Date Filed04/08/2025
- Form type13F-HR
- CIK0001766883
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $28.22M | 8 % | 50,226 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $12.35M | 3 % | 504,387 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $12.19M | 3 % | 100,627 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $10.32M | 3 % | 37,533 | ||
BJUN INNOVATOR ETFS TRUST | US EQTY BUFR JUN | 45782C755 | $10.27M | 3 % | 253,585 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.87M | 2 % | 23,630 | ||
FDV FEDERATED HERMES ETF TRUST | US STRATEGIC DIV | 31423L305 | $7.80M | 2 % | 276,952 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $7.78M | 2 % | 399,301 | ||
AAPL APPLE INC | COM | 037833100 | $7.27M | 2 % | 32,744 | ||
BSCP INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 | $7.02M | 2 % | 339,223 |
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