Montis Financial, LLC Incresed Positions in Q2 2025

Montis Financial, LLC

  • $357 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
137K
+ 38.27%
$45.65 - $57.01 $6.27M - $7.83M
496K $28.3M
PFF
Ishares Trust Ishares Pfd And

ETFs
135K
+ 15.5%
$29.0 - $30.68 $3.92M - $4.15M
1.01M $30.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
16K
+ 19.85%
$152.93 - $181.74 $2.45M - $2.91M
96.7K $17.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
33.1K
+ 11.17%
$77.94 - $79.5 $2.58M - $2.63M
329K $26.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
119K
+ 31.21%
$24.32 - $27.87 $2.88M - $3.3M
498K $13.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.2K
+ 0.91%
$51.16 - $62.02 $61.4K - $74.4K
133K $8.23M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.34K
+ 14.35%
$73.02 - $90.22 $244K - $301K
26.6K $2.37M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
6.65K
+ 33.25%
$30.25 - $38.85 $201K - $258K
26.6K $1.03M
XLK
Technology Sector Spdr

ETFs
797
+ 50.86%
$179.73 - $253.23 $143K - $202K
2.36K $598K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
756
+ 1.4%
$32.66 - $40.75 $24.7K - $30.8K
54.7K $2.22M
LVHI
Franklin International Low Vol

ETFs
3.83K
+ 2.25%
$28.91 - $33.28 $111K - $127K
174K $5.68M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
228
+ 0.93%
$90.56 - $109.49 $20.6K - $25K
24.6K $2.69M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.78K
+ 1.95%
$51.14 - $57.0 $142K - $159K
146K $8.28M
DFAI
Dimensional ETF Tr

ETFs
1.98K
+ 16.52%
$28.02 - $34.71 $55.5K - $68.7K
14K $482K
DFAE
Dimensional ETF Tr

ETFs
562
+ 2.19%
$22.87 - $28.95 $12.9K - $16.3K
26.2K $758K
DFUS
Dimensional ETF Tr U S Equity

ETFs
17
+ 0.14%
$53.65 - $67.02 $912 - $1.14K
12.4K $831K
DGRO
Ishares Core Dividend Growth E

ETFs
603
+ 4.25%
$55.22 - $63.94 $33.3K - $38.6K
14.8K $946K
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.03%
$81.79 - $99.98 $164 - $200
6.32K $617K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
39
+ 1.0%
$57.14 - $72.68 $2.23K - $2.83K
3.95K $287K
IWD
Ishares Russell 1000 Val ETF

ETFs
158
+ 12.61%
$166.82 - $194.23 $26.4K - $30.7K
1.41K $274K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.79K
+ 0.92%
$24.96 - $25.5 $44.8K - $45.7K
196K $5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
177
+ 3.21%
$52.31 - $63.72 $9.26K - $11.3K
5.69K $362K
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.1%
$53.19 - $69.38 $213 - $278
3.86K $267K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
171
+ 1.57%
$35.35 - $42.68 $6.04K - $7.3K
11.1K $471K
UPS
United Parcel Service Inc

Industrials
1
+ 0.03%
$91.92 - $110.2 $91.9 - $110
3.3K $332K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.06%
$157.66 - $172.39 $315 - $345
3.32K $529K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.02%
$146.36 - $159.82 $146 - $160
4.5K $687K
Activity Summary
Buys All Purchases 30 New Holdings 2 Increased Positions 28 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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