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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 $178,853,272
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 47,324 $27,735,852 15.5%
2.
Spdr Series Trust
 398,058 $27,442,113 15.34%
3.
Spdr Series Trust
 207,568 $11,351,872 6.34%
4.
Invesco Exchange Traded Fd T
 278,801 $11,246,848 6.28%
5.
Apple Inc.
 AAPL 33,921 $8,494,423 4.74%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)