Montz Harcus Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
New Orleans, LA
CIK
0001918613
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 56 130,944 SPY, SPLG, SPMD, PRF 13F-HR 1/22/2024 000191861324000001
Q3 2023 54 117,080 SPY, SPLG, SPMD, PRF 13F-HR 11/14/2023 000191861323000004
Q2 2023 59 120,871 SPY, SPLG, SPMD, PRF 13F-HR 7/21/2023 000191861323000003
Q1 2023 53 108,225 SPY, SPLG, SPMD, PRF 13F-HR 4/25/2023 000191861323000002
Q4 2022 53 100,862 SPY, SPLG, SPMD, PRF 13F-HR 1/20/2023 000191861323000001
Q3 2022 50 90,784 SPY, SPLG, SPMD, PRF 13F-HR 11/2/2022 000191861322000004
Q2 2022 52 94,879 SPY, SPLG, SPMD, PRF 13F-HR 7/18/2022 000191861322000003
Q1 2022 53 111,444 SPY, SPLG, SPMD, PRF 13F-HR 5/5/2022 000191861322000002
Q4 2021 56 114,188 SPY, SPLG, SPMD, PRF 13F-HR 3/24/2022 000191861322000001