Montz Harcus Wealth Management LLC Reduced Holdings in Q3 2024

Montz Harcus Wealth Management LLC

  • $169 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-380
- 1.7%
$161.02 - $200.0 $61.2K - $76K
22K $4.1M
BA
Boeing CO

Industrials
-173
- 4.7%
$152.04 - $190.6 $26.3K - $33K
3.51K $533K
GOOGL
Alphabet Inc.

Communication Services
-11
- 0.27%
$148.65 - $191.18 $1.64K - $2.1K
4.11K $681K
MRK
Merck & Co., Inc.

Healthcare
-212
- 6.2%
$111.15 - $128.97 $23.6K - $27.3K
3.21K $364K
CVX
Chevron Corp

Energy
-65
- 2.21%
$137.88 - $161.97 $8.96K - $10.5K
2.88K $423K
HON
Honeywell International Inc

Industrials
-104
- 6.76%
$196.73 - $220.21 $20.5K - $22.9K
1.44K $296K
PANW
Palo Alto Networks Inc

Technology
-58
- 6.66%
$294.18 - $368.01 $17.1K - $21.3K
813 $277K
JNJ
Johnson & Johnson

Healthcare
-272
- 15.7%
$145.48 - $167.38 $39.6K - $45.5K
1.46K $236K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.4%
$772.14 - $960.02 $772 - $960
249 $220K
HD
Home Depot, Inc.

Consumer Cyclical
-341
- 15.06%
$333.64 - $405.2 $114K - $138K
1.92K $779K
PM
Philip Morris International Inc.

Consumer Defensive
-257
- 12.18%
$101.25 - $127.45 $26K - $32.8K
1.85K $224K
XOM
Exxon Mobil Corp

Energy
-25
- 0.18%
$109.72 - $119.0 $2.74K - $2.98K
14K $1.64M
WMT
Walmart Inc.

Consumer Defensive
-51
- 0.96%
$66.91 - $81.4 $3.41K - $4.15K
5.28K $426K
JPM
Jpmorgan Chase & CO

Financial Services
-29
- 0.34%
$194.9 - $224.8 $5.65K - $6.52K
8.45K $1.78M
CAT
Caterpillar Inc

Industrials
-51
- 2.72%
$316.8 - $391.12 $16.2K - $19.9K
1.82K $713K
MCD
Mcdonalds Corp

Consumer Cyclical
-8
- 0.43%
$245.82 - $304.51 $1.97K - $2.44K
1.85K $564K
TSLA
Tesla, Inc.

Consumer Cyclical
-159
- 7.55%
$191.76 - $263.26 $30.5K - $41.9K
1.95K $509K
AAPL
Apple Inc.

Technology
-593
- 1.71%
$207.23 - $234.82 $123K - $139K
34.1K $7.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
-47
- 0.1%
$517.38 - $573.86 $24.3K - $27K
46.8K $26.9M
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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