Montz Harcus Wealth Management LLC Incresed Positions in Q2 2025

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.6K
+ 3.87%
$58.41 - $72.69 $913K - $1.14M
420K $30.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
73
+ 0.16%
$496.48 - $617.85 $36.2K - $45.1K
46.7K $28.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
28.2K
+ 15.17%
$32.66 - $40.75 $920K - $1.15M
214K $8.66M
SPMD
Spdr Portfolio

ETFs
9.85K
+ 4.6%
$44.89 - $54.38 $442K - $536K
224K $12.2M
IEFA
Ishares Tr

ETFs
2.36K
+ 2.01%
$67.83 - $84.09 $160K - $199K
120K $10M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14.6K
+ 7.18%
$35.35 - $42.68 $515K - $622K
218K $9.27M
NVDA
Nvidia Corp

Technology
226
+ 1.18%
$94.31 - $157.99 $21.3K - $35.7K
19.4K $3.07M
PRF
Invesco Exchange Traded Fd Tr

ETFs
9.44K
+ 3.2%
$35.77 - $42.27 $338K - $399K
305K $12.9M
META
Meta Platforms, Inc.

Communication Services
37
+ 0.79%
$484.66 - $738.09 $17.9K - $27.3K
4.71K $3.48M
AMZN
Amazon Com Inc

Consumer Cyclical
88
+ 0.36%
$167.32 - $223.3 $14.7K - $19.7K
24.4K $5.35M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.08K
+ 3.42%
$114.78 - $133.31 $239K - $278K
63.1K $8.41M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
34
+ 0.22%
$468.22 - $566.51 $15.9K - $19.3K
15.8K $8.92M
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.12%
$210.28 - $289.91 $2.52K - $3.48K
10.4K $3.01M
IYW
Ishares Dj Us Tech ETF

ETFs
6
+ 0.06%
$122.57 - $173.27 $735 - $1.04K
10.4K $1.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.52K
+ 3.43%
$66.87 - $79.47 $102K - $121K
45.9K $3.64M
TSLA
Tesla, Inc.

Consumer Cyclical
209
+ 9.44%
$221.86 - $362.89 $46.4K - $75.8K
2.42K $769K
CAT
Caterpillar Inc

Industrials
183
+ 10.18%
$273.94 - $388.21 $50.1K - $71K
1.98K $768K
RSP
Invesco S&P 500 Equal Weight E

ETFs
686
+ 23.54%
$152.93 - $181.74 $105K - $125K
3.6K $654K
GOOG
Alphabet Inc.

Communication Services
224
+ 4.92%
$146.58 - $180.01 $32.8K - $40.3K
4.78K $847K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.47K
+ 7.13%
$34.72 - $42.74 $51.1K - $62.9K
22.1K $945K
BA
Boeing CO

Industrials
7
+ 0.21%
$136.59 - $217.51 $956 - $1.52K
3.4K $711K
DFUS
Dimensional ETF Tr U S Equity

ETFs
138
+ 0.97%
$53.65 - $67.02 $7.4K - $9.25K
14.3K $959K
FV
First Trust Dorsey Wright Focu

ETFs
817
+ 7.97%
$48.43 - $59.26 $39.6K - $48.4K
11.1K $656K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
682
+ 11.2%
$51.16 - $62.02 $34.9K - $42.3K
6.77K $420K
WMT
Walmart Inc.

Consumer Defensive
71
+ 1.24%
$81.79 - $99.98 $5.81K - $7.1K
5.78K $564K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.09%
$82.96 - $110.1 $249 - $330
3.17K $349K
MS
Morgan Stanley

Financial Services
3
+ 0.14%
$99.83 - $140.86 $299 - $423
2.21K $311K
JEPI
J P Morgan Exchange Traded Fd

ETFs
983
+ 18.94%
$51.14 - $57.0 $50.3K - $56K
6.17K $350K
DIS
Walt Disney CO

Communication Services
15
+ 0.72%
$81.72 - $124.01 $1.23K - $1.86K
2.09K $258K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
334
+ 10.64%
$70.44 - $86.87 $23.5K - $29K
3.47K $301K
PM
Philip Morris International Inc.

Consumer Defensive
23
+ 1.24%
$149.23 - $184.95 $3.43K - $4.25K
1.88K $342K
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.1%
$104.34 - $138.68 $209 - $277
2.01K $279K
PSR
Invesco Actively

ETFs
521
+ 6.29%
$81.92 - $93.07 $42.7K - $48.5K
8.8K $803K
RTX
Raytheon Technologies Corp

Industrials
11
+ 0.48%
$113.75 - $148.48 $1.25K - $1.63K
2.29K $334K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
29
+ 0.73%
$55.54 - $69.09 $1.61K - $2K
4.02K $277K
HON
Honeywell International Inc

Industrials
1
+ 0.08%
$182.86 - $232.88 $183 - $233
1.32K $308K
DFAS
Dimensional ETF Tr U S Small C

ETFs
164
+ 4.87%
$52.31 - $63.72 $8.58K - $10.5K
3.53K $225K
BFST
Business First Bancshares, Inc.

Financial Services
239
+ 0.6%
$21.5 - $24.92 $5.14K - $5.96K
39.9K $982K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
101
+ 1.51%
$67.03 - $80.35 $6.77K - $8.12K
6.77K $539K
SYK
Stryker Corp

Healthcare
2
+ 0.31%
$337.37 - $395.63 $675 - $791
654 $258K
MMM
3 M CO

Industrials
32
+ 2.0%
$126.09 - $154.15 $4.03K - $4.93K
1.63K $248K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
38
+ 0.48%
$36.25 - $42.28 $1.38K - $1.61K
7.99K $337K
GAB
Gabelli Equity Trust Inc

Financial Services
403
+ 2.6%
$4.97 - $5.87 $2K - $2.37K
15.9K $92K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7
+ 0.15%
$75.05 - $77.34 $525 - $541
4.63K $358K
TXN
Texas Instruments Inc

Technology
8
+ 0.63%
N/A
1.29K $250K
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.63%
$170.16 - $206.27 $2.38K - $2.89K
2.23K $414K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
83
+ 2.8%
$483.48 - $539.8 $40.1K - $44.8K
3.05K $1.48M
UNH
Unitedhealth Group Inc

Healthcare
74
+ 12.23%
$274.35 - $599.47 $20.3K - $44.4K
679 $211K
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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