Montz Harcus Wealth Management LLC Incresed Positions in Q3 2025

Montz Harcus Wealth Management LLC

  • $226 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.31K
+ 4.95%
$617.65 - $666.84 $1.43M - $1.54M
49K $32.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.8K
+ 4.24%
$72.65 - $78.68 $1.29M - $1.4M
437K $34.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.42K
+ 1.45%
$42.04 - $45.23 $186K - $200K
309K $14M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.79K
+ 2.66%
$42.26 - $47.16 $245K - $273K
223K $10.4M
SPMD
Spdr Portfolio

ETFs
5.61K
+ 2.5%
$54.43 - $58.29 $305K - $327K
230K $13.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.4K
+ 4.85%
$39.8 - $42.86 $413K - $445K
224K $9.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.48K
+ 2.34%
$132.9 - $142.03 $196K - $210K
64.6K $9.1M
IEFA
Ishares Tr

ETFs
2.5K
+ 2.08%
$81.7 - $87.53 $204K - $219K
123K $10.7M
NVDA
Nvidia Corp

Technology
17
+ 0.09%
$153.3 - $186.58 $2.61K - $3.17K
19.5K $3.63M
JPM
Jpmorgan Chase & CO

Financial Services
927
+ 8.92%
$282.78 - $316.06 $262K - $293K
11.3K $3.57M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
108
+ 0.69%
$567.09 - $607.37 $61.2K - $65.6K
15.9K $9.45M
GOOGL
Alphabet Inc.

Communication Services
234
+ 4.27%
$174.36 - $254.72 $40.8K - $59.6K
5.72K $1.39M
MSFT
Microsoft Corp

Technology
239
+ 1.71%
$491.09 - $535.64 $117K - $128K
14.2K $7.37M
GOOG
Alphabet Inc.

Communication Services
74
+ 1.55%
$175.16 - $255.24 $13K - $18.9K
4.85K $1.18M
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 2.02%
$293.94 - $444.72 $14.4K - $21.8K
2.47K $1.1M
IYW
Ishares Dj Us Tech ETF

ETFs
3
+ 0.03%
$171.38 - $197.01 $514 - $591
10.4K $2.03M
CAT
Caterpillar Inc

Industrials
121
+ 6.11%
$390.92 - $477.15 $47.3K - $57.7K
2.1K $1M
PLTR
Palantir Technologies Inc.

Technology
398
+ 19.99%
$130.68 - $186.97 $52K - $74.4K
2.39K $435K
WMT
Walmart Inc.

Consumer Defensive
1.13K
+ 19.53%
$94.4 - $104.27 $106K - $118K
6.9K $711K
AVGO
Broadcom Inc.

Technology
23
+ 0.92%
$264.74 - $369.57 $6.09K - $8.5K
2.52K $829K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
783
+ 3.54%
$42.67 - $46.91 $33.4K - $36.7K
22.9K $1.07M
ABBV
Abb Vie Inc.

Healthcare
61
+ 2.73%
$184.85 - $231.54 $11.3K - $14.1K
2.29K $530K
XOM
Exxon Mobil Corp

Energy
357
+ 2.5%
$105.83 - $117.22 $37.8K - $41.8K
14.7K $1.65M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.3%
$620.67 - $670.08 $3.1K - $3.35K
1.66K $1.11M
DFUS
Dimensional ETF Tr U S Equity

ETFs
36
+ 0.25%
$67.01 - $72.84 $2.41K - $2.62K
14.4K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.51%
$357.4 - $423.42 $3.22K - $3.81K
1.79K $724K
IBM
International Business Machines Corp

Technology
393
+ 12.31%
$234.77 - $292.47 $92.3K - $115K
3.59K $1.01M
SPYG
Spdr Portfolio

ETFs
380
+ 12.7%
$94.33 - $105.31 $35.8K - $40K
3.37K $352K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
24
+ 0.35%
$79.39 - $90.39 $1.91K - $2.17K
6.79K $602K
GE
General Electric CO

Industrials
79
+ 9.46%
$244.75 - $305.63 $19.3K - $24.1K
914 $274K
ORCL
Oracle Corp

Technology
5
+ 0.54%
$218.96 - $328.33 $1.09K - $1.64K
936 $263K
RTX
Raytheon Technologies Corp

Industrials
7
+ 0.31%
$144.19 - $167.33 $1.01K - $1.17K
2.3K $384K
BAC
Bank Of America Corp

Financial Services
352
+ 5.11%
$44.92 - $52.42 $15.8K - $18.5K
7.23K $373K
PSR
Invesco Actively

ETFs
318
+ 3.61%
$89.62 - $94.13 $28.5K - $29.9K
9.12K $845K
MS
Morgan Stanley

Financial Services
9
+ 0.41%
$139.09 - $161.16 $1.25K - $1.45K
2.22K $352K
MCD
Mcdonalds Corp

Consumer Cyclical
67
+ 3.67%
$291.67 - $316.99 $19.5K - $21.2K
1.9K $575K
MRK
Merck & Co., Inc.

Healthcare
294
+ 10.06%
$77.6 - $87.37 $22.8K - $25.7K
3.22K $269K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.09%
$108.97 - $121.65 $327 - $365
3.18K $383K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.36%
$410.74 - $499.21 $1.23K - $1.5K
828 $413K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.16%
$420.11 - $472.68 $420 - $473
630 $295K
FV
First Trust Dorsey Wright Focu

ETFs
4
+ 0.04%
$59.23 - $62.14 $237 - $249
11.1K $685K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.08%
$303.93 - $329.86 $304 - $330
1.19K $390K
BA
Boeing CO

Industrials
16
+ 0.47%
$209.79 - $237.38 $3.36K - $3.8K
3.41K $736K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17
+ 0.25%
$62.09 - $66.51 $1.06K - $1.13K
6.79K $443K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
35
+ 0.44%
$41.91 - $44.87 $1.47K - $1.57K
8.02K $358K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19
+ 0.47%
$68.24 - $73.73 $1.3K - $1.4K
4.04K $296K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6
+ 0.17%
$87.07 - $93.06 $522 - $558
3.48K $318K
DFAS
Dimensional ETF Tr U S Small C

ETFs
9
+ 0.25%
$63.41 - $69.69 $571 - $627
3.54K $242K
WFC
Wells Fargo & Company

Financial Services
11
+ 0.4%
$77.05 - $85.16 $848 - $937
2.78K $232K
Activity Summary
Buys All Purchases 68 New Holdings 5 Increased Positions 63 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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