Montz Harcus Wealth Management LLC Portfolio Holdings
Montz Harcus Wealth Management LLC
- $176 Million
- Q4 2024
Montz Harcus Wealth Management LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $176 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $27.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $27.4M, Spdr Portfolio with a value of $11.4M, Invesco Exchange Traded Fd Tr with a value of $11.2M, and Apple Inc. with a value of $8.49M.
Examining the 13F form we can see an increase of $6.87M in the current position value, from $169M to 176M.
Below you can find more details about Montz Harcus Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$176 Million
ETFs: $132 Million
Technology: $19 Million
Consumer Cyclical: $6.83 Million
Financial Services: $6.69 Million
Communication Services: $4.95 Million
Industrials: $2.37 Million
Energy: $1.96 Million
Consumer Defensive: $1.49 Million
Other: $1.14 Million