Montz Harcus Wealth Management LLC Portfolio Holdings
Montz Harcus Wealth Management LLC
- $181 Million
- Q1 2025
Montz Harcus Wealth Management LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $181 Million distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $26.6M, Spdr S&P 500 ETF Trust with a value of $26.1M, Invesco Exchange Traded Fd Tr with a value of $11.9M, Spdr Portfolio with a value of $11M, and Ishares Tr with a value of $8.91M.
Examining the 13F form we can see an increase of $4.79M in the current position value, from $176M to 181M.
Below you can find more details about Montz Harcus Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$181 Million
ETFs: $133 Million
Technology: $17.4 Million
Financial Services: $11.4 Million
Consumer Cyclical: $6.49 Million
Communication Services: $4.92 Million
Industrials: $2.35 Million
Energy: $2.2 Million
Consumer Defensive: $1.68 Million
Other: $1.5 Million