Lantz Financial LLC Q1 2025 Filing

Filed April 8, 2025

Portfolio Value

$365.4B

Holdings

222

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (222 positions)

#StockSharesValue% PortfolioType
201
KKRKKR & CO INC
1,934$223.6M0.06%
202
NOWSERVICENOW INC
280$222.9M0.06%
203
UNPUNION PAC CORP
940$222.1M0.06%
204
GMGENERAL MTRS CO
4,668$219.5M0.06%
205
WDAYWORKDAY INC
932$217.7M0.06%
206
IWRISHARES TR
2,530$215.2M0.06%
207
HBANHUNTINGTON BANCSHARES INC
14,016$210.4M0.06%
208
MDTMEDTRONIC PLC
2,328$209.2M0.06%
209
LRCXLAM RESEARCH CORP
2,876$209.1M0.06%
210
IYEISHARES TR
4,194$206.8M0.06%
211
TRVCCITIGROUP INC
2,892$205.3M0.06%
212
CMCANADIAN IMPERIAL BK COMM
3,619$203.8M0.06%
213
TXNTEXAS INSTRS INC
1,121$201.4M0.06%
214
NUVNUVEEN MUN VALUE FD INC
22,947$201.2M0.06%
215
DWDMORGAN STANLEY
1,720$200.7M0.05%
216
KVUEKENVUE INC
8,356$200.4M0.05%
217
AMCRAMCOR PLC
20,377$197.7M0.05%
218
NXPNUVEEN SELECT TAX-FREE INCOM
12,040$173.0M0.05%
219
NZFNUVEEN MUNICIPAL CREDIT INC
13,401$163.9M0.04%
220
WBAWALGREENS BOOTS ALLIANCE INC
13,959$155.9M0.04%
221
FFORD MTR CO
10,343$103.7M0.03%
222
VVRINVESCO SR INCOME TR
12,347$46.3M0.01%
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