Montz Harcus Wealth Management LLC Incresed Positions in Q1 2025

Montz Harcus Wealth Management LLC

  • $181 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HBCP
Home Bancorp, Inc.

Financial Services
84K
+ 288.54%
$42.32 - $52.49 $3.55M - $4.41M
113K $5.07M
IEFA
Ishares Tr

ETFs
14K
+ 13.46%
$69.57 - $78.65 $972K - $1.1M
118K $8.91M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.5K
+ 9.73%
$33.84 - $37.77 $557K - $622K
186K $6.76M
PRF
Invesco Exchange Traded Fd Tr

ETFs
16.6K
+ 5.94%
$39.4 - $42.61 $653K - $706K
295K $11.9M
JPM
Jpmorgan Chase & CO

Financial Services
1.62K
+ 18.48%
$225.19 - $279.95 $364K - $453K
10.4K $2.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.1%
$442.66 - $534.52 $1.33K - $1.6K
2.97K $1.58M
XOM
Exxon Mobil Corp

Energy
112
+ 0.78%
$105.44 - $118.93 $11.8K - $13.3K
14.4K $1.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
609
+ 1.01%
$126.11 - $135.06 $76.8K - $82.3K
61K $7.87M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.67K
+ 14.84%
$37.07 - $40.63 $98.9K - $108K
20.6K $812K
IBM
International Business Machines Corp

Technology
24
+ 0.75%
$217.4 - $264.74 $5.22K - $6.35K
3.24K $805K
GOOGL
Alphabet Inc.

Communication Services
1.51K
+ 37.28%
$154.33 - $206.19 $233K - $312K
5.57K $861K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.14K
+ 7.84%
$522.96 - $601.18 $598K - $687K
15.7K $8.39M
KO
Coca Cola CO

Consumer Defensive
24
+ 0.3%
$60.81 - $72.32 $1.46K - $1.74K
8K $573K
PM
Philip Morris International Inc.

Consumer Defensive
46
+ 2.54%
$117.15 - $158.79 $5.39K - $7.3K
1.86K $294K
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.64%
$169.2 - $216.66 $2.37K - $3.03K
2.22K $464K
CVX
Chevron Corp

Energy
8
+ 0.27%
$146.71 - $167.97 $1.17K - $1.34K
2.92K $488K
GLD
Spdr Gold Trust

ETFs
37
+ 3.71%
$243.19 - $288.14 $9K - $10.7K
1.04K $298K
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.49%
$279.74 - $321.29 $2.52K - $2.89K
1.84K $574K
RTX
Raytheon Technologies Corp

Industrials
38
+ 1.7%
$114.1 - $135.66 $4.34K - $5.16K
2.28K $301K
IVW
Ishares S&P 500 Growth ETF

ETFs
627
+ 24.66%
$92.45 - $106.69 $58K - $66.9K
3.17K $294K
JEPI
J P Morgan Exchange Traded Fd

ETFs
584
+ 12.68%
$56.17 - $59.71 $32.8K - $34.9K
5.19K $296K
MMM
3 M CO

Industrials
20
+ 1.27%
$129.7 - $155.12 $2.59K - $3.1K
1.6K $234K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
199
+ 4.49%
$73.78 - $76.59 $14.7K - $15.2K
4.63K $354K
WMT
Walmart Inc.

Consumer Defensive
392
+ 7.38%
$84.5 - $105.05 $33.1K - $41.2K
5.7K $500K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12
+ 0.3%
$58.01 - $64.46 $696 - $774
3.99K $247K
LMT
Lockheed Martin Corp

Industrials
92
+ 12.52%
$423.19 - $506.29 $38.9K - $46.6K
827 $369K
IVV
Ishares Core S&P 500 ETF

ETFs
96
+ 5.91%
$554.06 - $615.85 $53.2K - $59.1K
1.72K $966K
SYK
Stryker Corp

Healthcare
1
+ 0.15%
$355.18 - $399.9 $355 - $400
652 $242K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.83K
+ 4.3%
$75.47 - $84.24 $138K - $154K
44.4K $3.42M
GAB
Gabelli Equity Trust Inc

Financial Services
400
+ 2.65%
$5.36 - $5.67 $2.14K - $2.27K
15.5K $85K
TXN
Texas Instruments Inc

Technology
10
+ 0.79%
N/A
1.28K $249K
RSP
Invesco S&P 500 Equal Weight E

ETFs
14
+ 0.48%
$169.43 - $182.84 $2.37K - $2.56K
2.91K $504K
ISRG
Intuitive Surgical Inc

Healthcare
11
+ 2.63%
$476.63 - $610.45 $5.24K - $6.71K
430 $212K
BAC
Bank Of America Corp

Financial Services
147
+ 2.16%
$39.61 - $47.74 $5.82K - $7.02K
6.96K $290K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
540
+ 8.81%
$77.33 - $90.16 $41.8K - $48.7K
6.67K $522K
VTI
Vanguard Total Stock Market Et

ETFs
16
+ 1.35%
$271.18 - $303.12 $4.34K - $4.85K
1.2K $330K
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.1%
$114.9 - $139.6 $230 - $279
2.01K $236K
HON
Honeywell International Inc

Industrials
1
+ 0.08%
$202.75 - $226.52 $203 - $227
1.32K $279K
DIS
Walt Disney CO

Communication Services
35
+ 1.72%
$96.87 - $114.0 $3.39K - $3.99K
2.07K $204K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4
+ 0.13%
$77.91 - $92.26 $312 - $369
3.14K $249K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15
+ 0.25%
$57.21 - $65.8 $858 - $987
6.09K $355K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.16%
$360.07 - $417.26 $360 - $417
629 $227K
MRK
Merck & Co., Inc.

Healthcare
26
+ 0.87%
$83.01 - $101.02 $2.16K - $2.63K
3.01K $269K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.31%
$347.25 - $424.87 $2.08K - $2.55K
1.95K $713K
FV
First Trust Dorsey Wright Focu

ETFs
2
+ 0.02%
$53.91 - $63.03 $108 - $126
10.3K $562K
BFST
Business First Bancshares, Inc.

Financial Services
209
+ 0.53%
$23.34 - $27.96 $4.88K - $5.84K
39.6K $964K
CRM
Salesforce, Inc.

Technology
1
+ 0.13%
$268.36 - $359.95 $268 - $360
777 $208K
META
Meta Platforms, Inc.

Communication Services
17
+ 0.36%
$576.36 - $736.67 $9.8K - $12.5K
4.68K $2.69M
CAT
Caterpillar Inc

Industrials
7
+ 0.39%
$326.75 - $407.63 $2.29K - $2.85K
1.8K $592K
Activity Summary
Buys All Purchases 64 New Holdings 5 Increased Positions 59 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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