Montz Harcus Wealth Management LLC Purchases in Q4 2024

Montz Harcus Wealth Management LLC

  • $176 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
28.6K
+ 204.34%
$78.43 - $87.17 $2.24M - $2.49M
42.5K $3.41M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.6K
+ 3.8%
$66.77 - $71.52 $974K - $1.04M
398K $27.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
511
+ 1.09%
$567.81 - $607.81 $290K - $311K
47.3K $27.7M
AMZN
Amazon Com Inc

Consumer Cyclical
187
+ 0.85%
$180.88 - $232.93 $33.8K - $43.6K
22.2K $4.86M
PRF
Invesco Exchange Traded Fd Tr

ETFs
10.8K
+ 4.02%
$40.15 - $42.9 $433K - $463K
279K $11.2M
JPM
Jpmorgan Chase & CO

Financial Services
305
+ 3.61%
$205.18 - $250.29 $62.6K - $76.3K
8.76K $2.1M
NVDA
Nvidia Corp

Technology
583
+ 3.26%
$117.0 - $148.88 $68.2K - $86.8K
18.5K $2.48M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.13K
New
$86.65 - $94.9 $272K - $297K
3.13K $272K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.61K
New
$57.53 - $60.83 $265K - $280K
4.61K $264K
SPMD
Spdr Portfolio

ETFs
4.37K
+ 2.15%
$54.13 - $59.56 $237K - $261K
208K $11.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.01K
+ 3.45%
$126.68 - $134.74 $255K - $271K
60.4K $7.71M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
386
+ 2.72%
$563.99 - $620.12 $218K - $239K
14.6K $8.3M
MSTR
Microstrategy Inc

Technology
703
New
$162.69 - $473.83 $114K - $333K
703 $203K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.84K
+ 3.8%
$44.33 - $49.55 $303K - $339K
187K $8.4M
GOOG
Alphabet Inc.

Communication Services
6
+ 0.15%
$163.08 - $198.16 $978 - $1.19K
4.1K $781K
PSR
Invesco Actively

ETFs
1.46K
+ 24.42%
$89.02 - $99.55 $130K - $145K
7.42K $670K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.04%
$554.08 - $632.68 $1.11K - $1.27K
4.66K $2.75M
WMT
Walmart Inc.

Consumer Defensive
28
+ 0.53%
$79.1 - $95.7 $2.21K - $2.68K
5.31K $479K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
496
+ 8.81%
$84.34 - $95.14 $41.8K - $47.2K
6.13K $534K
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 0.68%
$570.51 - $610.59 $6.28K - $6.72K
1.62K $956K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.8K
+ 11.12%
$38.37 - $42.82 $69K - $77K
18K $689K
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.1%
$116.4 - $138.52 $233 - $277
2.01K $254K
PANW
Palo Alto Networks Inc

Technology
813
+ 100.0%
$181.96 - $405.9 $148K - $330K
1.63K $295K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.16%
$370.24 - $418.94 $370 - $419
628 $252K
MA
Mastercard Inc

Financial Services
2
+ 0.46%
$491.3 - $536.15 $983 - $1.07K
441 $232K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.12%
$94.43 - $105.47 $283 - $316
2.54K $258K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.34%
$280.04 - $302.45 $1.12K - $1.21K
1.19K $343K
FV
First Trust Dorsey Wright Focu

ETFs
2
+ 0.02%
$57.47 - $62.82 $115 - $126
10.3K $605K
BFST
Business First Bancshares, Inc.

Financial Services
195
+ 0.5%
$23.96 - $29.86 $4.67K - $5.82K
39.4K $1.01M
ABBV
Abb Vie Inc.

Healthcare
245
+ 12.51%
$164.99 - $203.87 $40.4K - $49.9K
2.2K $391K
GLD
Spdr Gold Trust

ETFs
16
+ 1.63%
$236.59 - $257.5 $3.79K - $4.12K
998 $241K
TXN
Texas Instruments Inc

Technology
7
+ 0.55%
N/A
1.27K $247K
GAB
Gabelli Equity Trust Inc

Financial Services
400
+ 2.72%
$5.36 - $5.83 $2.14K - $2.33K
15.1K $81K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22
+ 0.36%
$61.68 - $67.87 $1.36K - $1.49K
6.08K $378K
SYK
Stryker Corp

Healthcare
1
+ 0.15%
$345.14 - $392.15 $345 - $392
651 $234K
Blackrock Inc
202
New
N/A
202 $0
IBM
International Business Machines Corp

Technology
21
+ 0.66%
$204.9 - $238.04 $4.3K - $5K
3.22K $706K
CVX
Chevron Corp

Energy
37
+ 1.29%
$141.15 - $162.53 $5.22K - $6.01K
2.92K $422K
RSP
Invesco S&P 500 Equal Weight E

ETFs
10
+ 0.35%
$174.22 - $187.62 $1.74K - $1.88K
2.9K $508K
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.4%
$114.45 - $127.21 $1.03K - $1.14K
2.24K $259K
MMM
3 M CO

Industrials
10
+ 0.64%
$124.74 - $137.12 $1.25K - $1.37K
1.58K $203K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
66
+ 1.69%
$58.88 - $64.8 $3.89K - $4.28K
3.98K $234K
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.83%
$385.02 - $431.37 $6.16K - $6.9K
1.94K $754K
LMT
Lockheed Martin Corp

Industrials
57
+ 8.41%
$479.66 - $614.62 $27.3K - $35K
735 $357K
XOM
Exxon Mobil Corp

Energy
284
+ 2.03%
$105.51 - $125.37 $30K - $35.6K
14.3K $1.54M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.5K
+ 7.32%
$34.13 - $37.35 $394K - $431K
169K $5.78M
IEFA
Ishares Tr

ETFs
4.58K
+ 4.61%
$70.06 - $77.43 $321K - $354K
104K $7.29M
Activity Summary
Buys All Purchases 48 New Holdings 5 Increased Positions 43 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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