Montis Financial, LLC Purchases and Sells in Q1 2025

Montis Financial, LLC

$338 Million
Q1 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	171K + 82.27%	$27.01 - $28.54 $4.63M - $4.89M	380K $10.6M
VEA	72.7K + 25.41%	$47.4 - $52.99 $3.44M - $3.85M	359K $18.2M
VCSH	36.4K + 14.02%	$77.7 - $78.94 $2.83M - $2.88M	296K $23.4M
PFF	98.4K + 12.7%	$30.73 - $32.26 $3.02M - $3.17M	873K $26.8M
JEPI	41.5K + 41.01%	$56.17 - $59.71 $2.33M - $2.48M	143K $8.16M
LVHI	51.3K + 43.03%	$30.53 - $32.85 $1.57M - $1.69M	171K $5.52M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	8 New	$663000.0 - $801950.0 $5.3M - $6.42M	8 $6.39M
VUG	1.82K New	$369.1 - $427.61 $670K - $776K	1.82K $673K
VB	2.74K New	$217.89 - $252.64 $597K - $693K	2.74K $608K
VTV	2.41K New	$167.73 - $179.21 $404K - $432K	2.41K $416K
XLK	1.57K New	$206.38 - $242.18 $323K - $379K	1.57K $323K
FTEC	1.75K New	$161.27 - $192.3 $282K - $336K	1.75K $281K

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-16.6K - 16.85%	$209.68 - $247.1 $3.49M - $4.11M	82.1K $18.2M
VYM	-20K - 10.5%	$126.11 - $135.06 $2.53M - $2.71M	171K $22M
SCHX	-74.7K - 18.8%	$21.75 - $24.28 $1.63M - $1.81M	323K $7.13M
HMOP	-38.7K - 20.39%	$38.25 - $39.12 $1.48M - $1.51M	151K $5.81M
IJR	-6.55K - 21.16%	$102.49 - $119.96 $671K - $786K	24.4K $2.55M
IVV	-441 - 2.35%	$554.06 - $615.85 $244K - $272K	18.3K $10.3M

Activity Summary All Purchases 48 New Holdings 14 Increased Positions 34 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.