Montis Financial, LLC Portfolio Holdings
Montis Financial, LLC
- $280 Million
- Q3 2024
Montis Financial, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $280 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $28.8M, Ishares Trust Ishares Pfd And with a value of $25.9M, Vanguard Whitehall Fds (Vangua with a value of $24.7M, Apple Inc. with a value of $22.2M, and Vanguard Sht Term Corp Bd ETF with a value of $21.2M.
Examining the 13F form we can see an increase of $62.5M in the current position value, from $218M to 280M.
Below you can find more details about Montis Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$280 Million
ETFs: $220 Million
Technology: $27.5 Million
Financial Services: $12.6 Million
Healthcare: $5.19 Million
Industrials: $4.64 Million
Consumer Cyclical: $3.88 Million
Communication Services: $3.69 Million
Consumer Defensive: $1.79 Million
Other: $1 Million