Montz Harcus Wealth Management LLC holdings history

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71 is the total number of securities Montz Harcus Wealth Management LLC has owned. The longest Montz Harcus Wealth Management LLC has owned a single stock is 8 quarters.

Montz Harcus Wealth Management LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TR8816.89%17.58%17.96%Q4 2021Q3 20238
SPLG SPDR SER TR8815.29%15.56%16.08%Q4 2021Q3 20238
SPMD SPDR SER TR886.60%6.88%7.18%Q4 2021Q3 20238
PRF INVESCO EXCHANGE TRADE...886.05%6.66%7.13%Q4 2021Q3 20238
MDY SPDR S&P MIDCAP 400 ET...885.34%5.67%5.89%Q4 2021Q3 20238
AAPL APPLE INC884.36%4.85%5.39%Q4 2021Q3 20238
VYM VANGUARD WHITEHALL FDS883.94%4.73%5.66%Q4 2021Q3 20238
IEFA ISHARES TR884.35%4.70%5.02%Q4 2021Q3 20238
SPSM SPDR SER TR883.10%3.53%4.60%Q4 2021Q3 20238
MSFT MICROSOFT CORP883.13%3.48%3.68%Q4 2021Q3 20238
SPDW SPDR INDEX SHS FDS882.48%2.91%3.23%Q4 2021Q3 20238
AMZN AMAZON COM INC881.82%2.53%3.19%Q4 2021Q3 20238
QQQ INVESCO QQQ TR882.24%2.51%2.66%Q4 2021Q3 20238
IYW ISHARES TR880.96%1.13%1.30%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.68%1.12%1.37%Q4 2021Q3 20238
FB META PLATFORMS INC880.55%0.99%1.47%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.77%0.90%1.01%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.70%0.80%0.88%Q4 2021Q3 20238
BFST BUSINESS FIRST BANCSHA...880.47%0.74%0.91%Q4 2021Q3 20238
IVV ISHARES TR880.60%0.62%0.65%Q4 2021Q3 20238
BA BOEING CO880.51%0.61%0.73%Q4 2021Q3 20238
TSLA TESLA INC880.34%0.61%0.89%Q4 2021Q3 20238
HD HOME DEPOT INC880.44%0.50%0.56%Q4 2021Q3 20238
GOOGL ALPHABET INC880.40%0.48%0.53%Q4 2021Q3 20238
MCD MCDONALDS CORP880.37%0.43%0.46%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION880.27%0.42%0.64%Q4 2021Q3 20238
KO COCA COLA CO880.36%0.42%0.48%Q4 2021Q3 20238
IBM INTERNATIONAL BUSINESS...880.31%0.36%0.44%Q4 2021Q3 20238
GOOG ALPHABET INC880.28%0.36%0.43%Q4 2021Q3 20238
CAT CATERPILLAR INC880.20%0.35%0.43%Q4 2021Q3 20238
PSR INVESCO ACTIVELY MANAG...880.32%0.35%0.39%Q4 2021Q3 20238
PFE PFIZER INC880.22%0.34%0.42%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.22%0.32%0.40%Q4 2021Q3 20238
SPEM SPDR INDEX SHS FDS880.21%0.32%0.36%Q4 2021Q3 20238
MRK MERCK & CO INC880.22%0.31%0.38%Q4 2021Q3 20238
SLYV SPDR SER TR880.22%0.31%0.37%Q4 2021Q3 20238
HON HONEYWELL INTL INC880.23%0.26%0.32%Q4 2021Q3 20238
RSP INVESCO EXCHANGE TRADE...880.24%0.26%0.27%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.21%0.26%0.31%Q4 2021Q3 20238
ABBV ABBVIE INC880.20%0.26%0.30%Q4 2021Q3 20238
LMT LOCKHEED MARTIN CORP880.18%0.24%0.30%Q4 2021Q3 20238
GAB GABELLI EQUITY TR INC880.06%0.07%0.07%Q4 2021Q3 20238
BMY BRISTOL-MYERS SQUIBB CO770.18%0.24%0.28%Q1 2022Q3 20237
DIS DISNEY WALT CO770.17%0.23%0.26%Q4 2021Q2 20237
CSCO CISCO SYS INC430.19%0.22%0.26%Q4 2021Q3 20237
SLY SPDR SER TR661.75%1.87%1.96%Q4 2021Q1 20236
BSV VANGUARD BD INDEX FDS660.20%0.22%0.24%Q2 2022Q3 20236
CVS CVS HEALTH CORP550.20%0.22%0.24%Q4 2021Q4 20225
IJH ISHARES TR410.19%0.20%0.22%Q4 2021Q3 20235
VXUS VANGUARD STAR FDS320.17%0.19%0.20%Q4 2021Q3 20235
MDYV SPDR SER TR440.76%0.79%0.83%Q4 2022Q3 20234
FPX FIRST TR EXCHANGE TRAD...440.49%0.54%0.60%Q4 2021Q3 20224
VZ VERIZON COMMUNICATIONS...440.26%0.31%0.40%Q4 2021Q3 20224
RTX RAYTHEON TECHNOLOGIES ...310.19%0.21%0.23%Q2 2022Q2 20234
WMT WALMART INC440.20%0.21%0.21%Q4 2022Q3 20234
BABA ALIBABA GROUP HLDG LTD330.20%0.22%0.26%Q4 2021Q2 20223
VTI VANGUARD INDEX FDS330.18%0.18%0.18%Q1 2023Q3 20233
XLY SELECT SECTOR SPDR TR220.58%0.60%0.62%Q4 2021Q1 20222
AVGO BROADCOM INC220.18%0.21%0.24%Q2 2023Q3 20232
FXO FIRST TR EXCHANGE TRAD...220.20%0.21%0.22%Q4 2021Q1 20222
COST COSTCO WHSL CORP NEW220.18%0.19%0.21%Q2 2023Q3 20232
UNH UNITEDHEALTH GROUP INC220.17%0.18%0.19%Q2 2023Q3 20232
PANW PALO ALTO NETWORKS INC220.17%0.18%0.18%Q2 2023Q3 20232
BAC BANK AMERICA CORP110.20%0.20%0.20%Q4 2022Q4 20221
IWP ISHARES TR110.20%0.20%0.20%Q4 2021Q4 20211
SYK STRYKER CORPORATION110.20%0.20%0.20%Q2 2023Q2 20231
V VISA INC110.19%0.19%0.19%Q2 2023Q2 20231
SNOW SNOWFLAKE INC110.19%0.19%0.19%Q4 2021Q4 20211
ANTM ELEVANCE HEALTH INC110.18%0.18%0.18%Q2 2023Q2 20231
MMM 3M CO110.18%0.18%0.18%Q4 2021Q4 20211
WTRH WAITR HLDGS INC110.01%0.01%0.01%Q3 2022Q3 20221
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The securities at the top of the list , including SPDR S&P 500 ETF TR, SPDR SER TR, and SPDR SER TR, are the highest-conviction holdings of Montz Harcus Wealth Management LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Montz Harcus Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Montz Harcus Wealth Management LLC owns currently or has owned in the past.