Montz Harcus Wealth Management LLC Reduced Holdings in Q4 2024

Montz Harcus Wealth Management LLC

  • $176 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.1K
- 13.0%
$481.22 - $538.17 $530K - $593K
7.37K $3.77M
HBCP
Home Bancorp, Inc.

Financial Services
-6.75K
- 18.83%
$40.67 - $51.55 $275K - $348K
29.1K $1.34M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.85K
- 14.18%
$148.14 - $166.23 $274K - $308K
11.2K $1.79M
KO
Coca Cola CO

Consumer Defensive
-253
- 3.07%
$61.74 - $71.71 $15.6K - $18.1K
7.98K $496K
MRK
Merck & Co., Inc.

Healthcare
-226
- 7.04%
$96.31 - $114.76 $21.8K - $25.9K
2.98K $296K
CAT
Caterpillar Inc

Industrials
-34
- 1.86%
$360.37 - $416.88 $12.3K - $14.2K
1.79K $649K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-323
- 6.8%
$74.5 - $78.37 $24.1K - $25.3K
4.43K $330K
MCD
Mcdonalds Corp

Consumer Cyclical
-22
- 1.19%
$288.47 - $316.54 $6.35K - $6.96K
1.83K $530K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.07%
$442.29 - $483.08 $885 - $966
2.97K $1.34M
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 5.73%
$873.59 - $994.69 $17.5K - $19.9K
329 $301K
Ishares Bitcoin Trust ETF
-5
- 0.01%
N/A
37.5K $0
Grayscale Ethereum Trust ETF
-659
- 3.89%
N/A
16.3K $0
HON
Honeywell International Inc

Industrials
-114
- 7.94%
$202.84 - $236.0 $23.1K - $26.9K
1.32K $298K
ISRG
Intuitive Surgical Inc

Healthcare
-2
- 0.48%
$471.27 - $550.62 $943 - $1.1K
419 $218K
BAC
Bank Of America Corp

Financial Services
-168
- 2.41%
$39.22 - $47.77 $6.59K - $8.03K
6.81K $299K
CRM
Salesforce, Inc.

Technology
-16
- 2.02%
$270.87 - $367.87 $4.33K - $5.89K
776 $259K
MS
Morgan Stanley

Financial Services
-32
- 1.42%
$104.42 - $134.99 $3.34K - $4.32K
2.22K $278K
BA
Boeing CO

Industrials
-114
- 3.25%
$138.14 - $180.72 $15.7K - $20.6K
3.4K $601K
GOOGL
Alphabet Inc.

Communication Services
-52
- 1.27%
$161.86 - $196.66 $8.42K - $10.2K
4.06K $767K
NFLX
Netflix Inc

Communication Services
-2
- 0.41%
$687.65 - $936.56 $1.38K - $1.87K
486 $433K
AVGO
Broadcom Inc.

Technology
-236
- 8.15%
$159.67 - $250.0 $37.7K - $59K
2.66K $616K
TSLA
Tesla, Inc.

Consumer Cyclical
-243
- 12.49%
$213.65 - $479.86 $51.9K - $117K
1.7K $687K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-214
- 2.15%
$47.29 - $84.74 $10.1K - $18.1K
9.74K $725K
AAPL
Apple Inc.

Technology
-148
- 0.43%
$221.69 - $259.02 $32.8K - $38.3K
33.9K $8.49M
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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