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| Name: |
Montz Harcus Wealth Management LLC |
| City: |
New Orleans |
| State: |
LA |
| Zip: |
70119 |
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data |
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Filing Period: |
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| Holdings
Found :
16 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IBIT |
iShares Bitcoin Trust |
18 |
New |
$39.42 |
$1,489,000 |
36,785 |
1.01% |
1,489,000 |
36,785 |
0.409 |
N/A |
|
|
GBTC |
Grayscale Bitcoin |
28 |
New |
$0.00 |
$662,000 |
10,479 |
0.45% |
662,000 |
10,479 |
0.002 |
N/A |
|
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BIV |
Vanguard Intermediate-Term ... |
43 |
New |
$74.43 |
$318,000 |
4,218 |
0.22% |
318,000 |
4,218 |
0.003 |
Closed - End Fund - Debt |
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PM |
Philip Morris International... |
54 |
New |
$103.61 |
$242,000 |
2,641 |
0.16% |
242,000 |
2,641 |
0 |
Cigarettes & Other To... |
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SYK |
Stryker Corp |
56 |
New |
$349.33 |
$232,000 |
647 |
0.16% |
232,000 |
647 |
0 |
Medical Instruments &... |
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AMD |
Advanced Micro Devices Inc |
57 |
New |
$167.87 |
$232,000 |
1,284 |
0.16% |
232,000 |
1,284 |
0 |
Semiconductor- Broad... |
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TXN |
Texas Instruments Inc |
59 |
New |
$195.61 |
$218,000 |
1,249 |
0.15% |
218,000 |
1,249 |
0 |
Semiconductor- Broad... |
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MA |
MasterCard Inc A |
60 |
New |
$449.79 |
$217,000 |
451 |
0.15% |
217,000 |
451 |
0 |
Business Services |
|
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RTX |
RTX Corp |
61 |
New |
$101.02 |
$216,000 |
2,212 |
0.15% |
216,000 |
2,212 |
0 |
Conglomerates |
|
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PRU |
Prudential Financial Inc |
62 |
New |
$117.84 |
$216,000 |
1,844 |
0.15% |
216,000 |
1,844 |
0 |
Life & Health Insurance |
|
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CRM |
Salesforce.com Inc |
63 |
New |
$241.85 |
$215,000 |
713 |
0.15% |
215,000 |
713 |
0 |
Internet Software & S... |
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IWF |
iShares Russell 1000 Growth |
64 |
New |
$351.27 |
$211,000 |
626 |
0.14% |
211,000 |
626 |
0 |
Closed - End Fund - E... |
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MS |
Morgan Stanley |
65 |
New |
$97.14 |
$210,000 |
2,232 |
0.14% |
210,000 |
2,232 |
0 |
Investment Brokerage ... |
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FANG |
Diamondback Energy, Inc. |
67 |
New |
$190.30 |
$207,000 |
1,045 |
0.14% |
207,000 |
1,045 |
0.001 |
Independent Oil & Gas |
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LLY |
Eli Lilly & Co |
69 |
New |
$849.99 |
$203,000 |
261 |
0.14% |
203,000 |
261 |
0 |
Drug Manufacturers - ... |
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GLD |
streetTRACKS Gold Trust |
70 |
New |
$211.60 |
$202,000 |
982 |
0.14% |
202,000 |
982 |
0 |
Closed - End Fund - E... |
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