Montz Harcus Wealth Management LLC Incresed Positions in Q3 2024

Montz Harcus Wealth Management LLC

  • $169 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
42.3K
+ 12.39%
$60.84 - $67.51 $2.57M - $2.85M
383K $25.9M
SPMD
Spdr Portfolio

ETFs
13.8K
+ 7.28%
$50.29 - $54.92 $694K - $758K
203K $11.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.95K
+ 4.62%
$41.02 - $46.01 $326K - $366K
180K $8.2M
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.03K
+ 2.3%
$37.33 - $40.63 $225K - $245K
268K $10.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.1K
+ 7.54%
$33.74 - $37.96 $373K - $420K
158K $5.92M
IEFA
Ishares Tr

ETFs
1.56K
+ 1.6%
$70.09 - $78.74 $109K - $123K
99.2K $7.74M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
400
+ 0.69%
$117.9 - $128.2 $47.2K - $51.3K
58.4K $7.49M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
107
+ 0.76%
$523.84 - $572.02 $56.1K - $61.2K
14.2K $8.08M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.04%
$453.41 - $572.44 $907 - $1.14K
4.66K $2.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
181
+ 2.18%
$434.77 - $502.96 $78.7K - $91K
8.47K $4.13M
IBM
International Business Machines Corp

Technology
41
+ 1.3%
$175.1 - $223.38 $7.18K - $9.16K
3.2K $706K
BFST
Business First Bancshares, Inc.

Financial Services
226
+ 0.58%
$20.55 - $26.63 $4.64K - $6.02K
39.2K $1.01M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
136
+ 0.98%
$71.9 - $79.86 $9.78K - $10.9K
14K $1.11M
PSR
Invesco Actively

ETFs
166
+ 2.86%
$84.82 - $99.93 $14.1K - $16.6K
5.97K $587K
LMT
Lockheed Martin Corp

Industrials
22
+ 3.35%
$460.3 - $584.56 $10.1K - $12.9K
678 $396K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
521
+ 3.33%
$36.02 - $41.68 $18.8K - $21.7K
16.2K $667K
KO
Coca Cola CO

Consumer Defensive
84
+ 1.03%
$62.69 - $73.01 $5.27K - $6.13K
8.23K $591K
ABBV
Abb Vie Inc.

Healthcare
17
+ 0.88%
$163.84 - $199.33 $2.79K - $3.39K
1.96K $386K
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.37%
$520.18 - $576.82 $3.12K - $3.46K
1.61K $930K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
21
+ 0.37%
$77.23 - $87.97 $1.62K - $1.85K
5.63K $488K
RTX
Raytheon Technologies Corp

Industrials
12
+ 0.54%
$99.55 - $123.34 $1.19K - $1.48K
2.23K $270K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
418
+ 9.65%
$74.26 - $78.84 $31K - $33K
4.75K $372K
RSP
Invesco S&P 500 Equal Weight E

ETFs
11
+ 0.38%
$162.83 - $179.16 $1.79K - $1.97K
2.89K $517K
PFE
Pfizer Inc

Healthcare
1.06K
+ 14.64%
$27.7 - $31.39 $29.4K - $33.3K
8.32K $240K
NFLX
Netflix Inc

Communication Services
29
+ 6.32%
$598.55 - $722.26 $17.4K - $20.9K
488 $346K
IVW
Ishares S&P 500 Growth ETF

ETFs
223
+ 9.62%
$84.77 - $97.13 $18.9K - $21.7K
2.54K $243K
AMD
Advanced Micro Devices Inc

Technology
141
+ 11.08%
$128.67 - $183.96 $18.1K - $25.9K
1.41K $232K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21
+ 0.35%
$57.32 - $62.65 $1.2K - $1.32K
6.05K $377K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.08%
$255.18 - $283.2 $255 - $283
1.18K $334K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17
+ 0.44%
$58.03 - $65.37 $987 - $1.11K
3.91K $253K
MS
Morgan Stanley

Financial Services
5
+ 0.22%
$92.07 - $106.96 $460 - $535
2.25K $234K
IYW
Ishares Dj Us Tech ETF

ETFs
9
+ 0.07%
$133.16 - $158.73 $1.2K - $1.43K
13.1K $1.98M
CRM
Salesforce, Inc.

Technology
6
+ 0.76%
$238.42 - $276.53 $1.43K - $1.66K
792 $216K
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.1%
$103.87 - $117.59 $208 - $235
2.01K $235K
SYK
Stryker Corp

Healthcare
1
+ 0.15%
$315.94 - $371.96 $316 - $372
650 $234K
AVGO
Broadcom Inc.

Technology
2.59K
+ 856.11%
$136.27 - $1745.86 $353K - $4.53M
2.9K $499K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.16%
$332.02 - $382.76 $332 - $383
627 $235K
GAB
Gabelli Equity Trust Inc

Financial Services
386
+ 2.7%
$5.15 - $5.6 $1.99K - $2.16K
14.7K $80K
BAC
Bank Of America Corp

Financial Services
41
+ 0.59%
$36.65 - $44.13 $1.5K - $1.81K
6.98K $277K
TXN
Texas Instruments Inc

Technology
10
+ 0.8%
$194.6 - $194.6 $1.95K - $1.95K
1.26K $245K
NVDA
Nvidia Corp

Technology
262
+ 1.49%
$98.91 - $134.91 $25.9K - $35.3K
17.9K $2.17M
FANG
Diamondback Energy, Inc.

Energy
127
+ 12.03%
$168.46 - $210.94 $21.4K - $26.8K
1.18K $203K
GOOG
Alphabet Inc.

Communication Services
12
+ 0.29%
$149.54 - $192.66 $1.79K - $2.31K
4.1K $685K
MSFT
Microsoft Corp

Technology
133
+ 0.99%
$395.15 - $467.56 $52.6K - $62.2K
13.6K $5.86M
Activity Summary
Buys All Purchases 53 New Holdings 8 Increased Positions 45 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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