Montis Financial, LLC Purchases in Q3 2024

Montis Financial, LLC

  • $280 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
128K
New
$57.32 - $62.65 $7.31M - $7.99M
128K $7.95M
IVV
Ishares Core S&P 500 ETF

ETFs
12.6K
+ 3402.98%
$520.18 - $576.82 $6.53M - $7.24M
12.9K $7.46M
IEFA
Ishares Tr

ETFs
68.4K
+ 22.76%
$70.09 - $78.74 $4.8M - $5.39M
369K $28.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
45.4K
New
$105.53 - $118.34 $4.79M - $5.37M
45.4K $5.31M
RSP
Invesco S&P 500 Equal Weight E

ETFs
21.2K
+ 61.33%
$162.83 - $179.16 $3.45M - $3.8M
55.8K $9.99M
IYW
Ishares Dj Us Tech ETF

ETFs
19.9K
New
$133.16 - $158.73 $2.66M - $3.17M
19.9K $3.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.2K
+ 93.25%
$77.02 - $85.06 $2.25M - $2.49M
60.5K $5.12M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
19.5K
New
$110.06 - $128.44 $2.15M - $2.51M
19.5K $2.49M
JEPI
J P Morgan Exchange Traded Fd

ETFs
37.7K
+ 66.97%
$54.98 - $59.51 $2.07M - $2.24M
93.9K $5.59M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
55K
New
$33.74 - $37.96 $1.86M - $2.09M
55K $2.07M
LVHI
Franklin International Low Vol

ETFs
48.8K
+ 80.78%
$28.72 - $31.28 $1.4M - $1.53M
109K $3.39M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
54.5K
+ 61.13%
$25.19 - $25.5 $1.37M - $1.39M
144K $3.66M
DGRO
Ishares Core Dividend Growth E

ETFs
19.9K
+ 434.54%
$57.47 - $62.76 $1.14M - $1.25M
24.5K $1.53M
FXO
First Tr Exchange Traded Fd Fi

ETFs
22.2K
New
$45.78 - $51.72 $1.02M - $1.15M
22.2K $1.14M
FTLS
First Tr Long/Short Equity ETF

ETFs
16.7K
New
$60.73 - $63.8 $1.01M - $1.06M
16.7K $1.06M
HTRB
Hartford Fds Total Return Bd E

ETFs
22.6K
New
$33.29 - $35.33 $751K - $797K
22.6K $788K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
9.5K
New
$57.69 - $64.56 $548K - $614K
9.5K $606K
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.03K
+ 55.52%
$75.32 - $84.37 $454K - $509K
16.9K $1.41M
XLV
Select Sector Spdr Fund Health

ETFs
3.63K
New
$143.3 - $157.24 $520K - $571K
3.63K $559K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
15.7K
New
$31.39 - $35.47 $494K - $558K
15.7K $554K
ABBV
Abb Vie Inc.

Healthcare
2.64K
New
$163.84 - $199.33 $433K - $527K
2.64K $521K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
871
New
$523.84 - $572.02 $456K - $498K
871 $496K
DFAE
Dimensional ETF Tr

ETFs
14.5K
+ 151.77%
$24.46 - $27.82 $355K - $404K
24.1K $659K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.02K
New
$41.02 - $46.01 $370K - $415K
9.02K $410K
VTI
Vanguard Total Stock Market Et

ETFs
538
+ 3.45%
$255.18 - $283.2 $137K - $152K
16.1K $4.56M
MCD
Mcdonalds Corp

Consumer Cyclical
1.28K
New
$245.82 - $304.51 $315K - $391K
1.28K $390K
V
Visa Inc.

Financial Services
1.36K
New
$253.74 - $291.56 $345K - $396K
1.36K $373K
TMO
Thermo Fisher Scientific Inc.

Healthcare
600
New
$531.86 - $624.21 $319K - $375K
600 $371K
AMZN
Amazon Com Inc

Consumer Cyclical
2.16K
+ 39.39%
$161.02 - $200.0 $348K - $432K
7.65K $1.43M
ADBE
Adobe Inc.

Technology
700
New
$508.13 - $586.55 $356K - $411K
700 $362K
MA
Mastercard Inc

Financial Services
600
+ 72.55%
$429.6 - $500.99 $258K - $301K
1.43K $704K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.22K
New
$59.25 - $65.33 $309K - $341K
5.22K $338K
DHR
Danaher Corp

Healthcare
1.19K
New
$239.25 - $280.76 $285K - $334K
1.19K $331K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.85K
New
$60.13 - $68.17 $291K - $330K
4.85K $328K
EW
Edwards Lifesciences Corp

Healthcare
4.97K
New
$59.7 - $93.78 $297K - $466K
4.97K $327K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.9K
New
$67.43 - $74.23 $263K - $290K
3.9K $283K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.39K
New
$169.73 - $204.18 $237K - $285K
1.39K $275K
PHYS
Sprott Physical Gold Trust

Financial Services
2.5K
+ 2.84%
$18.12 - $20.72 $45.3K - $51.8K
90.7K $1.85M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.1K
+ 26.83%
$75.63 - $84.89 $159K - $178K
9.93K $835K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.24K
New
$84.77 - $97.13 $190K - $218K
2.24K $214K
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
6.98K
New
$26.61 - $29.69 $186K - $207K
6.98K $207K
VO
Vanguard Mid Cap ETF

ETFs
277
+ 4.51%
$237.84 - $263.83 $65.9K - $73.1K
6.42K $1.69M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.18K
New
$152.9 - $180.39 $180K - $212K
1.18K $205K
META
Meta Platforms, Inc.

Communication Services
231
+ 32.86%
$453.41 - $572.44 $105K - $132K
934 $534K
HD
Home Depot, Inc.

Consumer Cyclical
305
+ 41.55%
$333.64 - $405.2 $102K - $124K
1.04K $421K
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 24.81%
$66.91 - $81.4 $80.3K - $97.7K
6.04K $487K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.21K
+ 8.93%
$100.09 - $100.69 $121K - $122K
14.8K $1.49M
CSCO
Cisco Systems, Inc.

Technology
1.36K
+ 25.09%
$44.74 - $53.22 $60.6K - $72.1K
6.76K $359K
VIG
Vanguard Dividend Appreciation

ETFs
516
+ 36.03%
$182.15 - $182.15 $94K - $94K
1.95K $354K
Activity Summary
Buys All Purchases 64 New Holdings 29 Increased Positions 35 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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