StockDriftsStockDriftsTop 50 Lantz Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.34% | 46.9K | $30.7M | +10.90%(+4.61K) | $303.40(+139.61%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 3.9% | 640.3K | $18.9M | +8.20%(+48.51K) | $24.31(+33.80%) | 2026-03-31 | |
| HDV | ISHARES TR | 3.21% | 114.5K | $15.5M | +4.55%(+4.99K) | $19.42(+40.51%) | 2026-03-31 | |
| FDV | FEDERATED HERMES ETF TRUST | 2.85% | 447.7K | $13.8M | +13.90%(+54.63K) | $26.56(+17.39%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.66% | 40.1K | $12.9M | +5.33%(+2.03K) | $180.30(+98.00%) | 2026-03-31 | |
| BNOV | INNOVATOR ETFS TRUST | 2.48% | 278.7K | $12.0M | -0.43%(-1.20K) | $43.75(+6.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.97% | 25.7K | $9.5M | -2.45%(-646) | $165.54(+148.50%) | 2026-03-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 1.92% | 474.5K | $9.3M | +4.57%(+20.73K) | $19.36(+0.94%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.88% | 35.9K | $9.1M | +4.67%(+1.60K) | $107.09(+165.38%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.71% | 39.1K | $8.3M | +1.27%(+491) | $193.57(+15.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.81% | +43.56% |
| Top 20 Holdings Unweighted | +12.52% | +42.45% |
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