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Home > Institutional Investor > Montz Harcus Wealth Management Llc > Profile

Instuitional Investor - Montz Harcus Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Montz Harcus Wealth Management Llc
Portfolio Value $130,944,335
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 45,952 $21,841,438 16.67%
2.
Spdr Series Trust
 358,475 $20,038,741 15.3%
3.
Spdr Series Trust
 180,235 $8,781,062 6.7%
4.
Invesco Exchange Traded Fd T
 244,409 $8,603,185 6.57%
5.
Spdr S & P Midcap 400 Etf Trust
 MDY 14,066 $7,136,858 5.45%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)