Montis Financial, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$323.7B
Holdings
135
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (135 positions)
| Stock | Value |
|---|---|
IWFISHARES TR | $404K |
MCDMCDONALDS CORP | $384K |
IMCGISHARES TR | $370K |
PEPPEPSICO INC | $360K |
EWEDWARDS LIFESCIENCES CORP | $360K |
XOMEXXON MOBIL CORP | $360K |
DFASDIMENSIONAL ETF TRUST | $352K |
DHRDANAHER CORPORATION | $352K |
COSTCOSTCO WHSL CORP NEW | $350K |
DFAIDIMENSIONAL ETF TRUST | $329K |
ISCGISHARES TR | $317K |
TMOTHERMO FISHER SCIENTIFIC INC | $312K |
ADBEADOBE INC | $311K |
CPCANADIAN PACIFIC KANSAS CITY | $298K |
DFAUDIMENSIONAL ETF TRUST | $282K |
CARRCARRIER GLOBAL CORPORATION | $280K |
CTRACOTERRA ENERGY INC | $278K |
EAGGISHARES TR | $271K |
EIXEDISON INTL | $258K |
FHLCFIDELITY COVINGTON TRUST | $255K |
IBDTISHARES TR | $253K |
PHOINVESCO EXCHANGE TRADED FD T | $240K |
SCZISHARES TR | $239K |
CVXCHEVRON CORP NEW | $232K |
XBISPDR SER TR | $230K |
CITHE CIGNA GROUP | $225K |
EEMSISHARES INC | $224K |
QUSSPDR SER TR | $218K |
CLCOLGATE PALMOLIVE CO | $215K |
LINLINDE PLC | $209K |
MMM3M CO | $208K |
MRKMERCK & CO INC | $207K |
ICEINTERCONTINENTAL EXCHANGE IN | $206K |
OTISOTIS WORLDWIDE CORP | $205K |
PTNTPALATIN TECHNOLOGIES INC | $23K |
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