Montis Financial, LLC Incresed Positions in Q3 2024

Montis Financial, LLC

  • $280 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.2K
+ 93.25%
$77.02 - $85.06 $2.25M - $2.49M
60.5K $5.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
37.7K
+ 66.97%
$54.98 - $59.51 $2.07M - $2.24M
93.9K $5.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.86K
+ 42.98%
$517.38 - $573.86 $1.48M - $1.64M
9.5K $5.45M
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.03K
+ 55.52%
$75.32 - $84.37 $454K - $509K
16.9K $1.41M
VTI
Vanguard Total Stock Market Et

ETFs
538
+ 3.45%
$255.18 - $283.2 $137K - $152K
16.1K $4.56M
AMZN
Amazon Com Inc

Consumer Cyclical
2.16K
+ 39.39%
$161.02 - $200.0 $348K - $432K
7.65K $1.43M
MA
Mastercard Inc

Financial Services
600
+ 72.55%
$429.6 - $500.99 $258K - $301K
1.43K $704K
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
VO
Vanguard Mid Cap ETF

ETFs
277
+ 4.51%
$237.84 - $263.83 $65.9K - $73.1K
6.42K $1.69M
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
JPM
Jpmorgan Chase & CO

Financial Services
325
+ 12.85%
$194.9 - $224.8 $63.3K - $73.1K
2.85K $601K
MSFT
Microsoft Corp

Technology
486
+ 6.82%
$395.15 - $467.56 $192K - $227K
7.61K $3.27M
GOOG
Alphabet Inc.

Communication Services
1.16K
+ 17.58%
$149.54 - $192.66 $173K - $223K
7.76K $1.3M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
300
+ 1.03%
$21.72 - $25.05 $6.52K - $7.52K
29.4K $720K
IWD
Ishares Russell 1000 Val ETF

ETFs
61
+ 2.7%
$173.36 - $189.8 $10.6K - $11.6K
2.32K $440K
DFAU
Dimensional ETF Tr

ETFs
620
+ 11.38%
$35.8 - $39.69 $22.2K - $24.6K
6.07K $240K
NVDA
Nvidia Corp

Technology
377
+ 6.16%
$98.91 - $134.91 $37.3K - $50.9K
6.5K $789K
DFAI
Dimensional ETF Tr

ETFs
256
+ 2.48%
$28.69 - $32.06 $7.34K - $8.21K
10.6K $335K
LLY
Eli Lilly & CO

Healthcare
40
+ 8.46%
$772.14 - $960.02 $30.9K - $38.4K
513 $454K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 2.41%
$801.83 - $917.05 $7.22K - $8.25K
383 $339K
UPS
United Parcel Service Inc

Industrials
54
+ 1.67%
$123.32 - $147.38 $6.66K - $7.96K
3.29K $448K
CVX
Chevron Corp

Energy
18
+ 1.23%
$137.88 - $161.97 $2.48K - $2.92K
1.48K $217K
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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