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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 $285,266,949
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 462,330 $41,498,713 14.55%
2.
Spdr S & P 500 Etf Trust
 SPY 46,666 $35,588,598 12.48%
3.
Invesco Exchange Traded Fd T - RAFI US 1000 ETF
 354,137 $19,275,666 6.76%
4.
Spdr Series Trust
 KRE 261,586 $16,490,397 5.78%
5.
Spdr Series Trust
 304,807 $16,112,076 5.65%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.