Montis Financial, LLC Incresed Positions in Q1 2025

Montis Financial, LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
171K
+ 82.27%
$27.01 - $28.54 $4.63M - $4.89M
380K $10.6M
VEA
Vanguard Ftse Developed Market

ETFs
72.7K
+ 25.41%
$47.4 - $52.99 $3.44M - $3.85M
359K $18.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
36.4K
+ 14.02%
$77.7 - $78.94 $2.83M - $2.88M
296K $23.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
98.4K
+ 12.7%
$30.73 - $32.26 $3.02M - $3.17M
873K $26.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
41.5K
+ 41.01%
$56.17 - $59.71 $2.33M - $2.48M
143K $8.16M
LVHI
Franklin International Low Vol

ETFs
51.3K
+ 43.03%
$30.53 - $32.85 $1.57M - $1.69M
171K $5.52M
RSP
Invesco S&P 500 Equal Weight E

ETFs
10.6K
+ 15.07%
$169.43 - $182.84 $1.79M - $1.93M
80.7K $14M
VTI
Vanguard Total Stock Market Et

ETFs
6.56K
+ 40.69%
$271.18 - $303.12 $1.78M - $1.99M
22.7K $6.23M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
53.3K
+ 37.81%
$25.44 - $25.58 $1.36M - $1.36M
194K $4.96M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
8.46K
+ 57.12%
$75.32 - $84.77 $637K - $717K
23.3K $1.9M
XOM
Exxon Mobil Corp

Energy
3.09K
+ 92.14%
$105.44 - $118.93 $325K - $367K
6.43K $765K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
710
+ 61.21%
$507.05 - $563.67 $360K - $400K
1.87K $961K
IWF
Ishares Russell 1000 Gr ETF

ETFs
653
+ 64.98%
$360.07 - $417.26 $235K - $272K
1.66K $598K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.18K
+ 22.25%
$66.3 - $74.17 $144K - $161K
12K $830K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
2.12K
+ 11.89%
$31.42 - $34.87 $66.7K - $74K
20K $673K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.02%
$142.06 - $167.7 $142 - $168
4.5K $746K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.04%
$169.2 - $216.66 $169 - $217
2.83K $592K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.98K
+ 8.28%
$50.93 - $57.24 $101K - $113K
25.9K $1.37M
VGT
Vanguard Information Technolog

ETFs
220
+ 24.39%
$542.38 - $646.34 $119K - $142K
1.12K $608K
DFAI
Dimensional ETF Tr

ETFs
710
+ 6.3%
$28.88 - $32.4 $20.5K - $23K
12K $374K
XLV
Select Sector Spdr Fund Health

ETFs
16
+ 0.46%
$137.61 - $149.68 $2.2K - $2.39K
3.51K $511K
VIS
Vanguard Industrial ETF

ETFs
157
+ 7.75%
$243.63 - $273.99 $38.2K - $43K
2.18K $540K
DFAE
Dimensional ETF Tr

ETFs
374
+ 1.48%
$24.64 - $26.86 $9.22K - $10K
25.6K $663K
DFAU
Dimensional ETF Tr

ETFs
948
+ 13.63%
$37.84 - $42.29 $35.9K - $40.1K
7.9K $303K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
92
+ 2.36%
$65.44 - $70.64 $6.02K - $6.5K
3.99K $272K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.06%
$158.56 - $176.26 $317 - $353
3.32K $565K
DHR
Danaher Corp

Healthcare
223
+ 14.55%
$201.62 - $250.59 $45K - $55.9K
1.76K $359K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
115
+ 1.13%
$24.79 - $25.26 $2.85K - $2.9K
10.3K $259K
DFAS
Dimensional ETF Tr U S Small C

ETFs
99
+ 1.83%
$58.81 - $68.2 $5.82K - $6.75K
5.51K $329K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.35%
$522.96 - $601.18 $1.57K - $1.8K
861 $459K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.01%
$59.61 - $66.71 $59.6 - $66.7
12.4K $749K
IYW
Ishares Dj Us Tech ETF

ETFs
500
+ 2.98%
$140.44 - $166.79 $70.2K - $83.4K
17.3K $2.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
788
+ 0.6%
$57.21 - $65.8 $45.1K - $51.9K
131K $7.67M
Activity Summary
Buys All Purchases 48 New Holdings 14 Increased Positions 34 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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