Montis Financial, LLC Reduced Holdings in Q4 2024

Montis Financial, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-8.42K
- 2.28%
$70.06 - $77.43 $590K - $652K
361K $25.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-14.4K
- 31.75%
$113.92 - $127.38 $1.64M - $1.83M
31K $3.57M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.72K
- 0.48%
$31.23 - $33.51 $116K - $125K
774K $24.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7.3K
- 2.73%
$77.86 - $79.27 $568K - $579K
260K $20.3M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-1.89K
- 9.69%
$119.34 - $127.78 $226K - $242K
17.6K $2.11M
DGRO
Ishares Core Dividend Growth E

ETFs
-5.37K
- 21.95%
$60.73 - $64.94 $326K - $349K
19.1K $1.17M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.19K
- 16.0%
$148.14 - $166.23 $473K - $530K
16.8K $2.67M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.6K
- 0.83%
$126.68 - $134.74 $202K - $215K
191K $24.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-142
- 0.26%
$34.13 - $37.35 $4.85K - $5.3K
54.9K $1.87M
HTRB
Hartford Fds Total Return Bd E

ETFs
-4.37K
- 19.37%
$33.33 - $35.01 $146K - $153K
18.2K $606K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-906
- 18.7%
$60.13 - $67.31 $54.5K - $61K
3.94K $239K
XLV
Select Sector Spdr Fund Health

ETFs
-141
- 3.88%
$136.28 - $154.74 $19.2K - $21.8K
3.49K $480K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-2.8K
- 1.95%
$25.35 - $25.53 $70.9K - $71.4K
141K $3.59M
PEP
Pepsico Inc

Consumer Defensive
-7
- 0.29%
$151.29 - $176.1 $1.06K - $1.23K
2.37K $360K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-630
- 2.14%
$23.63 - $26.47 $14.9K - $16.7K
28.8K $684K
IAU
Ishares Gold Trust

ETFs
-481
- 1.92%
$48.37 - $52.65 $23.3K - $25.3K
24.5K $1.21M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1
- 0.03%
$64.85 - $73.04 $64.9 - $73
3.9K $255K
SYK
Stryker Corp

Healthcare
-61
- 2.62%
$345.14 - $392.15 $21.1K - $23.9K
2.27K $815K
IWD
Ishares Russell 1000 Val ETF

ETFs
-12
- 0.52%
$183.23 - $199.79 $2.2K - $2.4K
2.31K $427K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-13
- 1.49%
$563.99 - $620.12 $7.33K - $8.06K
858 $488K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-50
- 0.56%
N/A
8.9K $0
NVDA
Nvidia Corp

Technology
-617
- 9.49%
$117.0 - $148.88 $72.2K - $91.9K
5.89K $790K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.26%
$873.59 - $994.69 $874 - $995
382 $350K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7
- 0.69%
$370.24 - $418.94 $2.59K - $2.93K
1.01K $403K
EW
Edwards Lifesciences Corp

Healthcare
-102
- 2.05%
$64.54 - $75.92 $6.58K - $7.74K
4.87K $360K
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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