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  Name: Lantz Financial LLC
  City: NAPERVILLE
  State: IL
  Zip: 60563
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $310,730,000
  Total Value Change : $33,860,000
  Securities Held Change : 8
   
All Securities Held : 206
  New Positions : 14
  Closed Positions : 6
  Increased Positions : 108
  Unchanged Positions : 14
  Decreased Positions : 70

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BSCQ)1 Year Chart         BSCQ Invesco Bulletshares 2026 C... 12 New $19.21 $4,030,000 209,761 1.3% 4,030,000 209,761 0.074    N/A
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 15 New $45.17 $3,856,000 86,849 1.24% 3,856,000 86,849 0.965    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 31 New $186.70 $2,483,000 13,292 0.8% 2,483,000 13,292 0.009    Closed - End Fund - E...
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 79 New $0.00 $1,100,000 31,538 0.35% 1,100,000 31,538 0.004    N/A
   (CINF)1 Year Chart         CINF Cincinnati Financial Corp 173 New $120.06 $270,000 2,174 0.09% 270,000 2,174 0.001    Property & Casualty I...
   (GM)1 Year Chart         GM General Motors Co 177 New $42.66 $255,000 5,618 0.08% 255,000 5,618 0    Auto Manufacturers
   (RTX)1 Year Chart         RTX RTX Corp 178 New $101.02 $249,000 2,553 0.08% 249,000 2,553 0    Conglomerates
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 180 New $30.14 $247,000 2,582 0.08% 247,000 2,582 0    Medical Appliances & ...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 189 New $131.89 $224,000 1,741 0.07% 224,000 1,741 0    Drug Manufacturers - ...
   (BBT)1 Year Chart         BBT Truist Financial Corp 191 New $35.64 $221,000 5,659 0.07% 221,000 5,659 0    Domestic Regional Banks
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 196 New $104.64 $212,000 2,111 0.07% 212,000 2,111 0.006    Asset Management
   (MANH)1 Year Chart         MANH Manhattan Associates Inc 198 New $228.78 $211,000 843 0.07% 211,000 843 0.001    Technical & System So...
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... 199 New $20.48 $206,000 10,084 0.07% 206,000 10,084 0.003    N/A
   (BNOV)1 Year Chart         BNOV Innovator S 200 New $0.00 $204,000 5,591 0.07% 204,000 5,591 0.062    N/A
      14 Records Found
  1    
Page 1 of 1
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