Montis Financial, LLC Purchases in Q4 2024

Montis Financial, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
127
+ 12.59%
$213.65 - $479.86 $27.1K - $60.9K
1.14K $458K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.03K
+ 2.38%
$61.68 - $67.87 $187K - $206K
131K $8.14M
META
Meta Platforms, Inc.

Communication Services
287
+ 30.73%
$554.08 - $632.68 $159K - $182K
1.22K $720K
SPY
Spdr S&P 500 ETF Trust

ETFs
112
+ 1.18%
$567.81 - $607.81 $63.6K - $68.1K
9.61K $5.63M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.72K
+ 7.73%
$50.63 - $59.0 $86.9K - $101K
23.9K $1.3M
LLY
Eli Lilly & CO

Healthcare
238
+ 46.39%
$727.2 - $932.06 $173K - $222K
751 $579K
CSCO
Cisco Systems, Inc.

Technology
1.1K
+ 16.24%
$52.45 - $60.02 $57.5K - $65.8K
7.85K $464K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.35K
+ 26.06%
$44.33 - $49.55 $104K - $116K
11.4K $510K
WMT
Walmart Inc.

Consumer Defensive
423
+ 7.01%
$79.1 - $95.7 $33.5K - $40.5K
6.46K $583K
V
Visa Inc.

Financial Services
99
+ 7.28%
$273.87 - $320.91 $27.1K - $31.8K
1.46K $460K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
273
+ 2.87%
$63.19 - $73.31 $17.3K - $20K
9.78K $671K
GLD
Spdr Gold Trust

ETFs
290
+ 2.82%
$236.59 - $257.5 $68.6K - $74.7K
10.6K $2.56M
DE
Deere & CO

Industrials
100
+ 3.81%
$389.45 - $466.0 $38.9K - $46.6K
2.73K $1.16M
HD
Home Depot, Inc.

Consumer Cyclical
200
+ 19.25%
$385.02 - $431.37 $77K - $86.3K
1.24K $481K
CAT
Caterpillar Inc

Industrials
421
+ 12.39%
$360.37 - $416.88 $152K - $176K
3.82K $1.39M
MA
Mastercard Inc

Financial Services
11
+ 0.77%
$491.3 - $536.15 $5.4K - $5.9K
1.44K $757K
DFAU
Dimensional ETF Tr

ETFs
885
+ 14.58%
$39.27 - $42.38 $34.8K - $37.5K
6.96K $281K
RTX
Raytheon Technologies Corp

Industrials
597
+ 10.83%
$114.45 - $127.21 $68.3K - $75.9K
6.11K $707K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
2.14K
+ 13.61%
$31.83 - $34.97 $68.1K - $74.8K
17.9K $576K
DHR
Danaher Corp

Healthcare
342
+ 28.72%
$226.16 - $274.52 $77.3K - $93.9K
1.53K $351K
CVX
Chevron Corp

Energy
122
+ 8.25%
$141.15 - $162.53 $17.2K - $19.8K
1.6K $231K
DFAS
Dimensional ETF Tr U S Small C

ETFs
195
+ 3.74%
$63.58 - $71.15 $12.4K - $13.9K
5.41K $352K
PHYS
Sprott Physical Gold Trust

Financial Services
1.25K
+ 1.38%
$19.66 - $21.66 $24.6K - $27.1K
91.9K $1.85M
RYU
Invesco S&P 500 Equal Weight U

ETFs
7.3K
New
N/A
7.3K $0
Canadian Pacific Kansas City
441
+ 12.0%
N/A
4.12K $0
PG
Procter & Gamble CO

Consumer Defensive
91
+ 2.82%
$161.05 - $179.7 $14.7K - $16.4K
3.32K $556K
DFAI
Dimensional ETF Tr

ETFs
704
+ 6.66%
$29.0 - $31.6 $20.4K - $22.2K
11.3K $329K
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 3.27%
$288.47 - $316.54 $12.1K - $13.3K
1.33K $384K
ORCL
Oracle Corp

Technology
12
+ 0.36%
$165.41 - $192.43 $1.98K - $2.31K
3.35K $558K
OTIS
Otis Worldwide Corp

Industrials
110
+ 5.22%
$92.57 - $106.01 $10.2K - $11.7K
2.22K $205K
ABBV
Abb Vie Inc.

Healthcare
186
+ 7.04%
$164.99 - $203.87 $30.7K - $37.9K
2.83K $502K
DFAE
Dimensional ETF Tr

ETFs
1.19K
+ 4.95%
$25.36 - $28.15 $30.2K - $33.6K
25.3K $640K
CARR
Carrier Global Corp

Industrials
300
+ 7.91%
$66.69 - $82.65 $20K - $24.8K
4.1K $279K
JNJ
Johnson & Johnson

Healthcare
308
+ 7.35%
$143.34 - $165.86 $44.1K - $51.1K
4.5K $650K
UPS
United Parcel Service Inc

Industrials
7
+ 0.21%
$122.65 - $138.35 $859 - $968
3.3K $415K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
666
+ 1.77%
$33.77 - $44.09 $22.5K - $29.4K
38.3K $1.3M
VEA
Vanguard Ftse Developed Market

ETFs
12.7K
+ 4.64%
$47.57 - $52.44 $604K - $666K
286K $13.7M
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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