Montis Financial, LLC Portfolio Holdings
Montis Financial, LLC
- $210 Million
- Q1 2024
Montis Financial, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $210 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $25M, Ishares Trust Ishares Pfd And with a value of $24.9M, Vanguard Sht Term Corp Bd ETF with a value of $23.5M, Ishares Tr with a value of $22.5M, and Apple Inc. with a value of $21.3M.
Examining the 13F form we can see an increase of $42.6M in the current position value, from $167M to 210M.
Below you can find more details about Montis Financial, LLC portfolio as well as his latest detailed transactions.