Lantz-Financial
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, "TROW", "ACN", "MMM", "ABT", "ABBV", "ADBE", "GOOGL", "T", "CAT", "AVGO", "ARCC", "WRB", null, null, null, null, "CSQ", null, null, null, null, null, "DUK", "NUV", "PII", "GILD", "HD", "MCD", null, "UNP", "EMXC", null, null, null, null, null, null, null, null, null, null, null, "META", null, null, null, null, null, null, "VVR", "HEFA", "IVW", null, null, "KMI", null, "LRCX", null, "LIN", null, null, "NXP", "MMC", "MA", "MDT", "MSFT", "MS", "EXC", "GE", "NTRS", "NVS", "BX", "HSY", "FAST", "IJR", "EFG", "KKR", "ORCL", "PAYX", "PEP", "PNC", "PGR", "IEMG", "IVV", "DOW", "UNH", "AAPL", "SPY", "EFAV", "ECL", "NVDA", "ENB", "INTC", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", "KVUE", null, "NOW", "SHOP", "O", "SNA", "SHEL", "RTX", "SPDW", "GLD", null, "SPYG", "BP", "RSG", "IBM", "SYK", "SBUX", "TXN", "TGT", "TMO", "TFC", "UPS", "SCHW", null, "NGG", "TTE", "WY", "SNY", "GGG", "ETR", null, "ONB", "AON", "AMCR", "GM", "F", "WEC", "DEO", "AJG", "IWR", "AEP", "AMZN", "MSI", null, "IVE", null, null, "HBAN", "USB", "VUG", "VTV", "V", "WMT", "WBA", "WFC", null, "XEL", "WDAY", "XYL", null, "FNF", "SCHG", null, "MSCI", null, "NZF", "SO", "TRP", null, "MTUM", "LYB", "GEV", "SPYV", "ESGU", "BAC", "BMO", "BRK-B", null, "BA", "BMY", "BR", "CHRW", "CM", "CVX", "CINF", "CB", "CSCO", "C", "CLX", "CME", "KO", "CMCSA", "CL", "CEG", "COST", "CVS", "DE", null, "ADI", "USMV", "NEE", "QQQ", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "AWK", "ITOT", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-08
- Total Holdings
- 222
- Total Value
- 365395692
- Accession Number
- 0001085146-25-001925
- Form Type
- 13F-HR
- Manager Name
- Lantz-Financial
Data Enrichment
76% identified169 identified53 unidentified
Holdings
222 positions • $365.4M total value
Manager:
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Page 12 of 12
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
FORD MOTOR CO(Fcusip345370860) | 10.3K | All Managers (Combined) | $103.7K | 0.0% ($103.7K/$365.4M) | ||
12.3K | QoQ 0.00% (-0)YoY -4.12% (-531) | All Managers (Combined) | $46.3K | 0.0% ($46.3K/$365.4M) |