Montis Financial, LLC Incresed Positions 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
IWD
Ishares Russell 1000 Val ETF

ETFs
12.2K
+ 862.15%
$192.76 - $203.86 $2.34M - $2.48M
13.6K $2.76M
GOOG
Alphabet Inc.

Communication Services
5.55K
+ 59.49%
$175.16 - $255.24 $972K - $1.42M
14.9K $3.62M
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
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
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.82K
+ 18.1%
$87.05 - $93.19 $419K - $449K
31.4K $2.92M
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
750
+ 57.3%
$546.99 - $602.2 $410K - $452K
2.06K $1.24M
DFAI
Dimensional ETF Tr

ETFs
11.3K
+ 80.93%
$34.05 - $36.55 $385K - $413K
25.3K $918K
VGT
Vanguard Information Technolog

ETFs
352
+ 31.37%
$656.44 - $753.15 $231K - $265K
1.47K $1.1M
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
PG
Procter & Gamble CO

Consumer Defensive
1.3K
+ 39.25%
$150.47 - $161.22 $196K - $210K
4.63K $710K
TSLA
Tesla, Inc.

Consumer Cyclical
130
+ 16.25%
$293.94 - $444.72 $38.2K - $57.8K
930 $413K
CVX
Chevron Corp

Energy
857
+ 55.54%
$145.57 - $161.83 $125K - $139K
2.4K $372K
GE
General Electric CO

Industrials
277
+ 24.93%
$244.75 - $305.63 $67.8K - $84.7K
1.39K $417K
TMO
Thermo Fisher Scientific Inc.

Healthcare
165
+ 27.5%
$404.94 - $499.99 $66.8K - $82.5K
765 $371K
DFAE
Dimensional ETF Tr

ETFs
1.85K
+ 7.05%
$28.84 - $31.84 $53.2K - $58.8K
28K $884K
HD
Home Depot, Inc.

Consumer Cyclical
138
+ 13.28%
$357.4 - $423.42 $49.3K - $58.4K
1.18K $476K
JEPI
J P Morgan Exchange Traded Fd

ETFs
33
+ 0.02%
$55.61 - $57.37 $1.84K - $1.89K
146K $8.32M
MMM
3 M CO

Industrials
170
+ 10.81%
$144.41 - $160.2 $24.5K - $27.2K
1.74K $270K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
100
+ 3.27%
$74.73 - $80.82 $7.47K - $8.08K
3.16K $251K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
76
+ 2.4%
$68.24 - $73.73 $5.19K - $5.6K
3.25K $238K
PHO
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.06%
$69.62 - $73.99 $139 - $148
3.09K $222K
Morgan Stanley ETF Trust
576
+ 11.43%
N/A
5.62K $0
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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