Montz Harcus Wealth Management LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $176 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $27.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $27.4M, Spdr Portfolio with a value of $11.4M, Invesco Exchange Traded Fd Tr with a value of $11.2M, and Apple Inc. with a value of $8.49M.

Examining the 13F form we can see an increase of $6.87M in the current position value, from $169M to 176M.

Below you can find more details about Montz Harcus Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $176 Million
ETFs: $132 Million
Technology: $19 Million
Consumer Cyclical: $6.83 Million
Financial Services: $6.69 Million
Communication Services: $4.95 Million
Industrials: $2.37 Million
Energy: $1.96 Million
Consumer Defensive: $1.49 Million
Other: $1.14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $176 Million
  • Prior Value $169 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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