Investments: Lantz Financial LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
405.422.808 $+13.577.759 $393.898.444 $+393.898.444 $
BANK OF AMERICA CORP /DE/BAC217.504.718 $+9.210.773 $208.293.945 $+208.293.945 $
MORGAN STANLEYMS36.070.670 $+2.526.562 $33.544.108 $+33.544.108 $
BlackRock, Inc.BLK15.106.394 $+1.191.795 $13.914.599 $+13.914.599 $
MICROSOFT CORPMSFT12.761.616 $-679.027 $13.440.643 $+13.440.643 $
APPFOLIO INCAPPF9.313.946 $+602.546 $8.711.400 $+8.711.400 $
NVIDIA CORPNVDA7.880.955 $-67.743 $7.948.698 $+7.948.698 $
AMAZON COM INCAMZN6.335.317 $-20.137 $6.355.454 $+6.355.454 $
BARCLAYS PLCBCS5.687.891 $+66.544 $5.621.347 $+5.621.347 $
BERKSHIRE HATHAWAY INCBRK-B4.783.217 $+41.876 $4.741.341 $+4.741.341 $
CHEVRON CORPCVX4.110.955 $-112.778 $4.223.733 $+4.223.733 $
ALPHA PRO TECH LTDAPT4.079.940 $+974.694 $3.105.246 $+3.105.246 $
ORACLE CORPORCL2.587.670 $-1.230.677 $3.818.347 $+3.818.347 $
NORTHERN TRUST CORPNTRS3.591.907 $-7.835 $3.599.742 $+3.599.742 $
EXXON MOBIL CORPXOM3.463.301 $+103.015 $3.360.286 $+3.360.286 $
SOUTHERN COSO2.956.244 $-281.364 $3.237.608 $+3.237.608 $
JOHNSON & JOHNSONJNJ2.986.051 $+159.654 $2.826.397 $+2.826.397 $
JPMORGAN CHASE & COJPM2.644.797 $+16.985 $2.627.812 $+2.627.812 $
ANALOG DEVICES INCADI2.551.178 $+191.475 $2.359.703 $+2.359.703 $
LINDE PLCLIN2.146.874 $-327.876 $2.474.750 $+2.474.750 $
PAYCHEX INCPAYX2.386.630 $-71.753 $2.458.383 $+2.458.383 $
LOCKHEED MARTIN CORPLMT2.171.095 $-93.149 $2.264.244 $+2.264.244 $
FASTENAL COFAST1.750.832 $-441.501 $2.192.333 $+2.192.333 $
CATERPILLAR INCCAT2.151.540 $+350.602 $1.800.938 $+1.800.938 $
ELI LILLY & CoLLY2.130.462 $+696.806 $1.433.656 $+1.433.656 $
HERSHEY COHSY1.889.680 $-87.251 $1.976.931 $+1.976.931 $
Accenture plcACN1.818.001 $+598.317 $1.219.684 $+1.219.684 $
AbbVie Inc.ABBV1.726.857 $-63.570 $1.790.427 $+1.790.427 $
DIAGEO PLCDEO1.020.747 $-723.618 $1.744.365 $+1.744.365 $
GENERAL ELECTRIC COGE1.724.422 $-11.337 $1.735.759 $+1.735.759 $
PRICE T ROWE GROUP INCTROW1.633.268 $-2.711 $1.635.979 $+1.635.979 $
MCDONALDS CORPMCD1.506.284 $-109.595 $1.615.879 $+1.615.879 $
COLGATE PALMOLIVE COCL1.529.353 $-5.895 $1.535.248 $+1.535.248 $
STARBUCKS CORPSBUX1.448.893 $-59.788 $1.508.681 $+1.508.681 $
UNITED PARCEL SERVICE INCUPS514.201 $-894.449 $1.408.650 $+1.408.650 $
ISHARES GOLD TRUSTIAU1.341.415 $+80.893 $1.260.522 $+1.260.522 $
Constellation Energy CorpCEG1.295.088 $+91.350 $1.203.738 $+1.203.738 $
ARES CAPITAL CORPARCC1.154.506 $-27.233 $1.181.739 $+1.181.739 $
Walmart Inc.WMT1.167.963 $+110.004 $1.057.959 $+1.057.959 $
PFIZER INCPFE1.154.911 $+65 $1.154.846 $+1.154.846 $
NEXTERA ENERGY INCNEE1.140.195 $+85.390 $1.054.805 $+1.054.805 $
BP PLCBP1.032.850 $-22.169 $1.055.019 $+1.055.019 $
VERIZON COMMUNICATIONS INCVZ783.180 $-223.341 $1.006.521 $+1.006.521 $
RAYMOND JAMES FINANCIAL INCRJF1.005.364 $+691.363 $314.001 $+314.001 $
INTEL CORPINTC1.002.975 $+93.605 $909.370 $+909.370 $
Mastercard IncMA1.001.428 $+12.482 $988.946 $+988.946 $
NOVARTIS AGNVS901.946 $+34.915 $867.031 $+867.031 $
Duke Energy CORPDUK816.801 $-27.049 $843.850 $+843.850 $
WEYERHAEUSER COWY814.401 $+814.401 $
PROCTER & GAMBLE CoPG773.102 $-35.521 $808.623 $+808.623 $
BOEING COBA803.778 $+6.502 $797.276 $+797.276 $
TotalEnergies SETTE802.174 $+802.174 $
AMGEN INCAMGN758.225 $+90.694 $667.531 $+667.531 $
AT&T INC.T635.195 $-109.419 $744.614 $+744.614 $
ENBRIDGE INCENB719.076 $-21.324 $740.400 $+740.400 $
PEPSICO INCPEP723.306 $+43.048 $680.258 $+680.258 $
Parker-Hannifin CorpPH671.895 $+105.554 $566.341 $+566.341 $
RTX CorpRTX655.255 $+75.931 $579.324 $+579.324 $
NATIONAL GRID PLCNGG616.866 $+66.391 $550.475 $+550.475 $
COCA COLA COKO593.903 $-17.189 $611.092 $+611.092 $
Aon plcAON559.315 $+13.034 $546.281 $+546.281 $
LINCOLN NATIONAL CORPLNC541.323 $+69.811 $471.512 $+471.512 $
XCEL ENERGY INCXEL464.875 $-60.157 $525.032 $+525.032 $
SanofiSNY499.332 $+37.858 $461.474 $+461.474 $
CITIGROUP INCC484.899 $+48.140 $436.759 $+436.759 $
UNITEDHEALTH GROUP INCUNH443.998 $-18.013 $462.011 $+462.011 $
GSK plcGSK409.859 $-48.269 $458.128 $+458.128 $
EXELON CORPEXC433.938 $-15.037 $448.975 $+448.975 $
SPS COMMERCE INCSPSC443.867 $+45.741 $398.126 $+398.126 $
DEERE & CODE440.339 $+12.598 $427.741 $+427.741 $
GRACO INCGGG375.832 $-59.248 $435.080 $+435.080 $
TC ENERGY CORPTRP434.359 $+23.237 $411.122 $+411.122 $
Walt Disney CoDIS431.478 $+4.789 $426.689 $+426.689 $
Amcor plcAMCR410.495 $+62.142 $348.353 $+348.353 $
NETFLIX INCNFLX324.410 $-83.223 $407.633 $+407.633 $
3M COMMM390.817 $+13.717 $377.100 $+377.100 $
CVS HEALTH CorpCVS383.547 $+29.817 $353.730 $+353.730 $
COMCAST CORPCMCSA378.322 $+10.244 $368.078 $+368.078 $
Shell plcSHEL370.927 $+10.845 $360.082 $+360.082 $
TARGET CORPTGT345.253 $-17.920 $363.173 $+363.173 $
Eaton Corp plcETN247.164 $-93.029 $340.193 $+340.193 $
REALTY INCOME CORPO327.002 $-3.817 $330.819 $+330.819 $
FIRSTENERGY CORPFE330.626 $+13.643 $316.983 $+316.983 $
PALATIN TECHNOLOGIES INCPTNT328.127 $+501 $327.626 $+327.626 $
SCHWAB CHARLES CORPSCHW323.965 $+23.821 $300.144 $+300.144 $
AMERICAN EXPRESS COAXP298.920 $+39.835 $259.085 $+259.085 $
UNILEVER PLCUL278.146 $+278.146 $
LAM RESEARCH CORPLRCX256.428 $+43.125 $213.303 $+213.303 $
GENERAL DYNAMICS CORPGD251.485 $-855 $252.340 $+252.340 $
BERKLEY W R CORPWRB212.744 $-24.088 $236.832 $+236.832 $
EMERSON ELECTRIC COEMR235.337 $+235.337 $
ASTRAZENECA PLCAZN234.422 $+234.422 $
GOLDMAN SACHS GROUP INCGS230.865 $+5.146 $225.719 $+225.719 $
STRYKER CORPSYK215.803 $-8.956 $224.759 $+224.759 $
MICRON TECHNOLOGY INCMU218.729 $+218.729 $
Medtronic plcMDT209.027 $+209.027 $
Zoetis Inc.ZTS201.483 $+201.483 $
FORD MOTOR COF177.041 $+17.471 $159.570 $+159.570 $
405.422.808 $+13.577.759 $393.898.444 $+393.898.444 $
Erweiterte Einstellungen ×