Montis Financial, LLC Sells in Q3 2025

Montis Financial, LLC

  • $430 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
-828K
- 82.15%
$30.67 - $32.13 $25.4M - $26.6M
180K $5.69M
HMOP
Hartford Fds Exchange Traded T

ETFs
-27.3K
- 24.77%
$37.94 - $39.14 $1.04M - $1.07M
82.9K $3.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.15K
- 72.01%
$567.77 - $614.76 $653K - $707K
447 $273K
VO
Vanguard Mid Cap ETF

ETFs
-2.1K
- 22.64%
$279.83 - $293.74 $586K - $615K
7.16K $2.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-8.97K
- 29.54%
$45.72 - $47.27 $410K - $424K
21.4K $1M
LLY
Eli Lilly & CO

Healthcare
-445
- 61.72%
$625.65 - $812.69 $278K - $362K
276 $210K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-6.87K
- 23.49%
$50.29 - $50.86 $345K - $349K
22.4K $1.14M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-4.59K
- 28.07%
$59.29 - $62.87 $272K - $289K
11.8K $707K
XOM
Exxon Mobil Corp

Energy
-3.01K
- 50.64%
$105.83 - $117.22 $319K - $353K
2.94K $331K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-11.6K
- 54.05%
$25.09 - $25.19 $291K - $293K
9.87K $248K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-28.3K
- 11.6%
$24.46 - $26.5 $693K - $750K
216K $5.68M
NVDA
Nvidia Corp

Technology
-2.06K
- 43.83%
$153.3 - $186.58 $315K - $384K
2.64K $492K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-10.3K
- 50.09%
N/A
10.3K $244K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-9.92K
- 51.09%
$24.14 - $24.34 $240K - $242K
9.5K $231K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.71K
- 29.93%
$67.01 - $72.84 $249K - $271K
8.7K $630K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-8.03K
- 4.1%
$25.39 - $25.57 $204K - $205K
188K $4.81M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.32K
- 22.47%
$64.12 - $68.08 $213K - $226K
11.5K $781K
XLK
Technology Sector Spdr

ETFs
-805
- 34.05%
$250.97 - $282.66 $202K - $228K
1.56K $439K
COST
Costco Wholesale Corp

Consumer Defensive
-131
- 34.29%
$915.95 - $994.57 $120K - $130K
251 $232K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-3.6K
- 16.22%
$55.81 - $60.32 $201K - $217K
18.6K $1.1M
FTLS
First Tr Long/Short Equity ETF

ETFs
-3.19K
- 13.73%
$65.78 - $69.95 $210K - $223K
20.1K $1.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-559
- 7.7%
$211.65 - $238.24 $118K - $133K
6.7K $1.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-787
- 4.6%
$459.11 - $506.91 $361K - $399K
16.3K $8.21M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-1.58K
- 16.28%
$72.91 - $77.23 $115K - $122K
8.13K $620K
SYK
Stryker Corp

Healthcare
-99
- 4.87%
$368.57 - $403.53 $36.5K - $39.9K
1.93K $714K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.87K
- 5.93%
$62.09 - $66.51 $489K - $523K
125K $8.14M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.28K
- 32.34%
$72.04 - $77.35 $92K - $98.8K
2.67K $204K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.63K
- 6.74%
$41.43 - $44.2 $109K - $116K
36.4K $1.61M
MA
Mastercard Inc

Financial Services
-146
- 10.23%
$550.18 - $598.96 $80.3K - $87.4K
1.28K $728K
IHDG
Wisdomtree Tr

ETFs
-1.65K
- 16.94%
$43.81 - $46.31 $72.4K - $76.5K
8.1K $373K
DHR
Danaher Corp

Healthcare
-333
- 18.96%
$181.46 - $212.2 $60.4K - $70.7K
1.42K $282K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.07K
- 13.62%
$171.38 - $197.01 $355K - $408K
13.1K $2.57M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.13K
- 19.78%
$63.41 - $69.69 $71.3K - $78.4K
4.56K $312K
EW
Edwards Lifesciences Corp

Healthcare
-613
- 12.6%
$73.75 - $81.83 $45.2K - $50.2K
4.25K $330K
CSCO
Cisco Systems, Inc.

Technology
-459
- 11.89%
$66.2 - $71.79 $30.4K - $33K
3.4K $232K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-1.58K
- 12.32%
$35.04 - $37.72 $55.5K - $59.7K
11.3K $423K
VB
Vanguard Small Cap ETF

ETFs
-297
- 10.83%
$237.58 - $259.17 $70.6K - $77K
2.45K $621K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-279
- 2.17%
$100.16 - $100.7 $27.9K - $28.1K
12.6K $1.27M
VTV
Vanguard Value ETF

ETFs
-250
- 10.37%
$175.51 - $186.57 $43.9K - $46.6K
2.16K $402K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-1.2K
- 16.85%
$42.88 - $49.1 $51.2K - $58.7K
5.9K $284K
DFAU
Dimensional ETF Tr

ETFs
-707
- 8.95%
$42.42 - $45.96 $30K - $32.5K
7.2K $329K
Onestream Inc
-3.57K
- 9.46%
N/A
34.2K $0
IWR
Ishares Russell Mid Cap ETF

ETFs
-417
- 4.5%
$92.26 - $97.51 $38.5K - $40.7K
8.86K $855K
IGV
Ishares Expanded Tech Software

ETFs
-636
- 4.61%
$105.96 - $117.79 $67.4K - $74.9K
13.2K $1.52M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-1.15K
- 7.59%
$138.08 - $151.2 $159K - $174K
14K $2.12M
VUG
Vanguard Growth ETF

ETFs
-120
- 6.61%
$433.97 - $484.08 $52.1K - $58.1K
1.7K $812K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-90
- 1.7%
$92.97 - $100.18 $8.37K - $9.02K
5.2K $516K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-7
- 0.82%
$567.09 - $607.37 $3.97K - $4.25K
850 $506K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-373
- 3.37%
$42.26 - $47.16 $15.8K - $17.6K
10.7K $494K
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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