Montz Harcus Wealth Management LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $169 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $26.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.9M, Spdr Portfolio with a value of $11.1M, Invesco Exchange Traded Fd Tr with a value of $10.9M, and Spdr Portfolio S&P 600 Small C with a value of $8.2M.
Examining the 13F form we can see an increase of $16.4M in the current position value, from $153M to 169M.
Below you can find more details about Montz Harcus Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$169 Million
ETFs: $126 Million
Technology: $18.1 Million
Financial Services: $6.56 Million
Consumer Cyclical: $5.95 Million
Communication Services: $4.38 Million
Industrials: $2.42 Million
Energy: $2.27 Million
Healthcare: $1.89 Million
Other: $1.76 Million
Stock Holdings Table Market Cap. of $200 Billions or more
