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Home > Institutional Investor > Lantz Financial Llc > Profile

Instuitional Investor - Lantz Financial Llc

Fund Profile
Filing Period:
Fund Name: Lantz Financial Llc
Portfolio Value $375,192,156
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 56,809 $33,442,219 8.91%
2.
Capital Group Intl Focus Eqt
 471,769 $11,638,547 3.1%
3.
Ishares Tr - CORE HIGH DV ETF
 99,039 $11,118,081 2.96%
4.
Microsoft Corp
 MSFT 26,211 $11,047,806 2.94%
5.
Vanguard Index Fds
 36,918 $10,699,118 2.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)