Montis Financial, LLC Purchases in Q3 2025

Montis Financial, LLC

  • $430 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.56M
+ 14194.91%
$18.93 - $19.47 $29.5M - $30.3M
1.57M $30.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
31K
+ 32.03%
$181.56 - $190.33 $5.63M - $5.9M
128K $24.2M
AAPL
Apple Inc.

Technology
10.6K
+ 15.81%
$202.38 - $256.87 $2.15M - $2.73M
77.9K $19.8M
VIG
Vanguard Dividend Appreciation

ETFs
27.4K
+ 366.83%
N/A
34.9K $6.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.12K
+ 68.18%
$617.65 - $666.84 $3.78M - $4.08M
15.1K $10.1M
VEA
Vanguard Ftse Developed Market

ETFs
35.8K
+ 7.21%
$56.02 - $60.3 $2M - $2.16M
532K $31.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
73.4K
+ 134.09%
$39.8 - $42.86 $2.92M - $3.15M
128K $5.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
30.1K
+ 9.13%
$78.96 - $80.04 $2.38M - $2.41M
360K $28.7M
GLD
Spdr Gold Trust

ETFs
5.63K
+ 53.85%
$300.96 - $355.47 $1.7M - $2M
16.1K $5.72M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
27.5K
New
$91.44 - $91.77 $2.51M - $2.52M
27.5K $2.52M
IWD
Ishares Russell 1000 Val ETF

ETFs
12.2K
+ 862.15%
$192.76 - $203.86 $2.34M - $2.48M
13.6K $2.76M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.53K
+ 3.3%
$132.9 - $142.03 $735K - $785K
173K $24.4M
IXN
Ishares Global Information Tec

ETFs
19.6K
New
$91.28 - $103.32 $1.79M - $2.03M
19.6K $2.02M
GOOG
Alphabet Inc.

Communication Services
5.55K
+ 59.49%
$175.16 - $255.24 $972K - $1.42M
14.9K $3.62M
VT
Vanguard Total World Stk Index

ETFs
12.6K
New
$128.41 - $138.03 $1.62M - $1.74M
12.6K $1.74M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.38K
+ 206.03%
$420.11 - $472.68 $1.42M - $1.6M
5.03K $2.35M
MSFT
Microsoft Corp

Technology
2.51K
+ 34.53%
$491.09 - $535.64 $1.23M - $1.34M
9.76K $5.06M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
52.4K
New
$23.27 - $23.51 $1.22M - $1.23M
52.4K $1.23M
IBM
International Business Machines Corp

Technology
3.85K
New
$234.77 - $292.47 $903K - $1.12M
3.85K $1.09M
AVGO
Broadcom Inc.

Technology
3.18K
New
$264.74 - $369.57 $841K - $1.17M
3.18K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
2.88K
+ 88.93%
$282.78 - $316.06 $813K - $909K
6.11K $1.93M
GOOGL
Alphabet Inc.

Communication Services
1.02K
+ 9.61%
$174.36 - $254.72 $178K - $260K
11.6K $2.83M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.2K
New
$366.54 - $479.53 $806K - $1.05M
2.2K $861K
XLV
Select Sector Spdr Fund Health

ETFs
6.09K
New
$129.01 - $139.72 $785K - $851K
6.09K $847K
NFLX
Netflix Inc

Communication Services
657
New
$1147.87 - $1297.18 $754K - $852K
657 $787K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
32.5K
New
$23.09 - $23.43 $751K - $762K
32.5K $760K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7.02K
New
$101.12 - $106.18 $709K - $745K
7.02K $723K
DVY
Ishares Tr

ETFs
4.9K
New
$133.88 - $142.57 $656K - $698K
4.9K $696K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.98K
New
$275.84 - $326.36 $546K - $646K
1.98K $645K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.6K
New
$49.78 - $50.75 $629K - $642K
12.6K $640K
BAC
Bank Of America Corp

Financial Services
10.8K
New
$44.92 - $52.42 $484K - $565K
10.8K $555K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.82K
+ 18.1%
$87.05 - $93.19 $419K - $449K
31.4K $2.92M
VBR
Vanguard Small Cap Value ETF

ETFs
2.58K
New
$195.41 - $212.37 $504K - $548K
2.58K $538K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.89K
+ 0.98%
$26.38 - $27.95 $129K - $137K
503K $13.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.45K
+ 15.24%
$87.29 - $93.61 $388K - $417K
33.7K $3.14M
EFV
Msci Eafe Value ETF

ETFs
7.62K
New
$62.79 - $68.42 $479K - $521K
7.62K $516K
QQQ
Invesco Qqq Trust, Series 1

ETFs
750
+ 57.3%
$546.99 - $602.2 $410K - $452K
2.06K $1.24M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.23K
New
$91.28 - $97.59 $477K - $510K
5.23K $501K
PLTR
Palantir Technologies Inc.

Technology
2.45K
New
$130.68 - $186.97 $320K - $457K
2.45K $446K
DFAI
Dimensional ETF Tr

ETFs
11.3K
+ 80.93%
$34.05 - $36.55 $385K - $413K
25.3K $918K
TJX
Tjx Companies Inc

Consumer Cyclical
2.48K
New
$121.35 - $144.54 $301K - $358K
2.48K $358K
VGT
Vanguard Information Technolog

ETFs
352
+ 31.37%
$656.44 - $753.15 $231K - $265K
1.47K $1.1M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3.77K
New
$81.61 - $86.58 $308K - $326K
3.77K $321K
IDXX
Idexx Laboratories Inc

Healthcare
449
New
$514.61 - $682.78 $231K - $307K
449 $286K
ABBV
Abb Vie Inc.

Healthcare
572
+ 21.05%
$184.85 - $231.54 $106K - $132K
3.29K $761K
PEP
Pepsico Inc

Consumer Defensive
1.42K
+ 62.98%
$133.81 - $152.16 $191K - $217K
3.69K $517K
META
Meta Platforms, Inc.

Communication Services
300
+ 29.3%
$695.21 - $791.73 $209K - $238K
1.32K $972K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.55K
New
$126.64 - $135.65 $196K - $210K
1.55K $210K
IGM
Ishares Expanded Tech Sector E

ETFs
1.62K
New
$110.96 - $127.67 $180K - $207K
1.62K $204K
Activity Summary
Buys All Purchases 64 New Holdings 26 Increased Positions 38 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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