Montis Financial, LLC Purchases in Q4 2024

Montis Financial, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HMOP
Hartford Fds Exchange Traded T

ETFs
190K
New
$38.56 - $39.45 $7.32M - $7.49M
190K $7.34M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
127K
+ 181.91%
$33.92 - $36.6 $4.31M - $4.65M
197K $6.81M
IVV
Ishares Core S&P 500 ETF

ETFs
5.84K
+ 45.2%
$570.51 - $610.59 $3.33M - $3.57M
18.8K $11M
AAPL
Apple Inc.

Technology
3.49K
+ 3.67%
$221.69 - $259.02 $774K - $904K
98.7K $24.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
54.6K
New
$45.17 - $47.23 $2.47M - $2.58M
54.6K $2.47M
SCHG
Schwab Strategic Tr Us Large C

ETFs
83.7K
New
$25.93 - $105.3 $2.17M - $8.82M
83.7K $2.33M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
46.6K
New
$49.58 - $50.28 $2.31M - $2.34M
46.6K $2.32M
RSP
Invesco S&P 500 Equal Weight E

ETFs
14.4K
+ 25.78%
$174.22 - $187.62 $2.5M - $2.7M
70.2K $12.3M
IGV
Ishares Expanded Tech Software

ETFs
19.6K
New
$87.5 - $110.17 $1.71M - $2.16M
19.6K $1.96M
AGZ
Ishares Agency Bond ETF

ETFs
17.1K
New
$107.68 - $110.37 $1.84M - $1.89M
17.1K $1.85M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
26.1K
New
$57.38 - $61.11 $1.5M - $1.59M
26.1K $1.52M
IWR
Ishares Russell Mid Cap ETF

ETFs
14.6K
New
$87.25 - $95.52 $1.27M - $1.4M
14.6K $1.29M
FVAL
Fidelity Covington Tr Value Fa

ETFs
16.8K
New
$60.19 - $64.39 $1.01M - $1.08M
16.8K $1.03M
VIG
Vanguard Dividend Appreciation

ETFs
5.56K
+ 285.47%
N/A
7.51K $1.37M
EFA
Ishares Tr Msci Eafe ETF

ETFs
14.7K
+ 87.21%
$75.1 - $82.99 $1.11M - $1.22M
31.6K $2.39M
IHDG
Wisdomtree Tr

ETFs
19.7K
New
$43.38 - $46.0 $856K - $908K
19.7K $858K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
25.1K
New
$31.59 - $32.95 $792K - $826K
25.1K $802K
DFUS
Dimensional ETF Tr U S Equity

ETFs
12.4K
New
$61.52 - $66.5 $762K - $824K
12.4K $790K
DFAX
Dimensional ETF Tr
28.2K
+ 301.57%
$24.76 - $27.04 $698K - $762K
37.5K $933K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
25K
New
$25.0 - $25.11 $625K - $627K
25K $625K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
13K
New
$44.2 - $49.46 $573K - $641K
13K $592K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
24.3K
New
N/A
24.3K $577K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
148K
+ 244.08%
$26.93 - $84.95 $3.98M - $12.6M
208K $5.69M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
22.7K
New
$23.88 - $24.32 $542K - $552K
22.7K $544K
AMZN
Amazon Com Inc

Consumer Cyclical
1.31K
+ 17.06%
$180.88 - $232.93 $236K - $304K
8.96K $1.96M
GOOG
Alphabet Inc.

Communication Services
1.88K
+ 24.17%
$163.08 - $198.16 $306K - $372K
9.63K $1.83M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
6.08K
New
$81.6 - $90.89 $496K - $552K
6.08K $521K
MSFT
Microsoft Corp

Technology
1.04K
+ 13.63%
$406.35 - $454.46 $421K - $471K
8.65K $3.64M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.9K
New
$72.18 - $81.41 $353K - $399K
4.9K $369K
XOM
Exxon Mobil Corp

Energy
3.35K
New
$105.51 - $125.37 $353K - $420K
3.35K $360K
GOOGL
Alphabet Inc.

Communication Services
668
+ 6.72%
$161.86 - $196.66 $108K - $131K
10.6K $2.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1K
+ 5.55%
$442.29 - $483.08 $444K - $485K
19.1K $8.65M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.38K
+ 26.24%
$63.1 - $67.29 $276K - $295K
21.1K $1.39M
ISCG
Ishares Morningstar Small Cap

ETFs
6.41K
New
$48.22 - $54.03 $309K - $346K
6.41K $316K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.88K
+ 49.19%
$75.65 - $83.47 $369K - $408K
14.8K $1.13M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.84K
New
$46.33 - $48.6 $270K - $284K
5.84K $271K
EIX
Edison International

Utilities
3.23K
New
$77.93 - $88.36 $252K - $285K
3.23K $257K
JPM
Jpmorgan Chase & CO

Financial Services
716
+ 25.09%
$205.18 - $250.29 $147K - $179K
3.57K $855K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.2K
New
$24.82 - $25.48 $252K - $259K
10.2K $252K
LVHI
Franklin International Low Vol

ETFs
10.1K
+ 9.26%
$29.98 - $31.57 $303K - $319K
119K $3.64M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.41K
+ 7.9%
$57.53 - $60.83 $427K - $451K
101K $5.83M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.64K
New
$65.79 - $72.14 $240K - $263K
3.64K $239K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
3.85K
New
$57.96 - $64.2 $223K - $247K
3.85K $224K
CI
Cigna Corp

Healthcare
814
New
$265.59 - $358.58 $216K - $292K
814 $224K
CL
Colgate Palmolive CO

Consumer Defensive
2.36K
New
$90.22 - $102.31 $213K - $242K
2.36K $214K
MMM
3 M CO

Industrials
1.61K
New
$124.74 - $137.12 $201K - $221K
1.61K $207K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.9K
+ 84.52%
$94.43 - $105.47 $179K - $200K
4.14K $420K
MRK
Merck & Co., Inc.

Healthcare
2.08K
New
$96.31 - $114.76 $200K - $238K
2.08K $206K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.38K
New
$148.29 - $166.93 $205K - $230K
1.38K $205K
Activity Summary
Buys All Purchases 88 New Holdings 32 Increased Positions 56 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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