Montis Financial, LLC Purchases and Sells in Q3 2025

Montis Financial, LLC

$430 Million
Q3 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FPEI	1.56M + 14194.91%	$18.93 - $19.47 $29.5M - $30.3M	1.57M $30.3M
RSP	31K + 32.03%	$181.56 - $190.33 $5.63M - $5.9M	128K $24.2M
AAPL	10.6K + 15.81%	$202.38 - $256.87 $2.15M - $2.73M	77.9K $19.8M
VIG	27.4K + 366.83%	N/A	34.9K $6.36M
SPY	6.12K + 68.18%	$617.65 - $666.84 $3.78M - $4.08M	15.1K $10.1M
VEA	35.8K + 7.21%	$56.02 - $60.3 $2M - $2.16M	532K $31.9M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	27.5K New	$91.44 - $91.77 $2.51M - $2.52M	27.5K $2.52M
BSJP	108K New	$23.03 - $23.12 $2.5M - $2.51M	108K $2.5M
IXN	19.6K New	$91.28 - $103.32 $1.79M - $2.03M	19.6K $2.02M
VT	12.6K New	$128.41 - $138.03 $1.62M - $1.74M	12.6K $1.74M
BSJQ	52.4K New	$23.27 - $23.51 $1.22M - $1.23M	52.4K $1.23M
IBM	3.85K New	$234.77 - $292.47 $903K - $1.12M	3.85K $1.09M

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PFF	-828K - 82.15%	$30.67 - $32.13 $25.4M - $26.6M	180K $5.69M
HMOP	-27.3K - 24.77%	$37.94 - $39.14 $1.04M - $1.07M	82.9K $3.23M
VOO	-1.15K - 72.01%	$567.77 - $614.76 $653K - $707K	447 $273K
VO	-2.1K - 22.64%	$279.83 - $293.74 $586K - $615K	7.16K $2.1M
VMBS	-8.97K - 29.54%	$45.72 - $47.27 $410K - $424K	21.4K $1M
LLY	-445 - 61.72%	$625.65 - $812.69 $278K - $362K	276 $210K

Activity Summary All Purchases 64 New Holdings 26 Increased Positions 38 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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