Montis Financial, LLC Sells in Q3 2024

Montis Financial, LLC

  • $280 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-20K
- 6.96%
$76.94 - $79.54 $1.54M - $1.59M
267K $21.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-19.4K
- 12.56%
$61.11 - $67.85 $1.18M - $1.31M
135K $9.14M
NVO
Novo Nordisk A S

Healthcare
-2.45K
- 14.93%
$119.07 - $145.42 $292K - $356K
14K $1.66M
DFAX
Dimensional ETF Tr
-9.66K
- 50.81%
$24.29 - $27.25 $235K - $263K
9.35K $252K
GOOGL
Alphabet Inc.

Communication Services
-191
- 1.88%
$148.65 - $191.18 $28.4K - $36.5K
9.94K $1.65M
PEP
Pepsico Inc

Consumer Defensive
-648
- 21.41%
$161.9 - $179.3 $105K - $116K
2.38K $404K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.14K
- 8.09%
$31.05 - $34.29 $191K - $211K
69.8K $2.39M
JNJ
Johnson & Johnson

Healthcare
-785
- 15.77%
$145.48 - $167.38 $114K - $131K
4.19K $679K
DIS
Walt Disney CO

Communication Services
-203
- 8.45%
$85.6 - $98.61 $17.4K - $20K
2.2K $211K
OTIS
Otis Worldwide Corp

Industrials
-215
- 9.26%
$91.43 - $104.43 $19.7K - $22.5K
2.11K $218K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-30
- 2.88%
$332.02 - $382.76 $9.96K - $11.5K
1.01K $379K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5
- 0.34%
$434.77 - $502.96 $2.17K - $2.51K
1.47K $716K
PG
Procter & Gamble CO

Consumer Defensive
-36
- 1.1%
$160.76 - $177.82 $5.79K - $6.4K
3.23K $558K
IAU
Ishares Gold Trust

ETFs
-2.72K
- 9.8%
$44.06 - $50.5 $120K - $137K
25K $1.24M
IOO
Ishares Tr Global 100 ETF

ETFs
-6
- 0.05%
$89.63 - $100.83 $538 - $605
12.8K $1.27M
CARR
Carrier Global Corp

Industrials
-431
- 10.2%
$61.9 - $80.88 $26.7K - $34.9K
3.8K $305K
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 0.98%
$191.76 - $263.26 $1.92K - $2.63K
1.01K $264K
RTX
Raytheon Technologies Corp

Industrials
-340
- 5.81%
$99.55 - $123.34 $33.8K - $41.9K
5.51K $667K
CAT
Caterpillar Inc

Industrials
-60
- 1.74%
$316.8 - $391.12 $19K - $23.5K
3.4K $1.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-13.2K
- 6.41%
$117.9 - $128.2 $1.55M - $1.69M
192K $24.7M
AAPL
Apple Inc.

Technology
-7.25K
- 7.07%
$207.23 - $234.82 $1.5M - $1.7M
95.2K $22.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-338
- 1.83%
$405.19 - $478.57 $137K - $162K
18.1K $8.32M
VEA
Vanguard Ftse Developed Market

ETFs
-1.03K
- 0.38%
$47.6 - $53.31 $49K - $54.9K
273K $14.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.23K
- 0.29%
$31.18 - $33.5 $69.6K - $74.8K
778K $25.9M
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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