Montis Financial, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$340.1M
Holdings
144
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
DFAIDIMENSIONAL ETF TRUST | $374K |
UPSUNITED PARCEL SERVICE INC | $362K |
COSTCOSTCO WHSL CORP NEW | $362K |
DHRDANAHER CORPORATION | $360K |
PEPPEPSICO INC | $355K |
RWJINVESCO EXCH TRADED FD TR II | $353K |
EWEDWARDS LIFESCIENCES CORP | $353K |
IVWISHARES TR | $347K |
DFASDIMENSIONAL ETF TRUST | $329K |
XLKSELECT SECTOR SPDR TR | $324K |
DFAUDIMENSIONAL ETF TRUST | $304K |
TMOTHERMO FISHER SCIENTIFIC INC | $299K |
FTECFIDELITY COVINGTON TRUST | $282K |
EAGGISHARES TR | $277K |
FHLCFIDELITY COVINGTON TRUST | $273K |
VOXVANGUARD WORLD FD | $269K |
ADBEADOBE INC | $268K |
CVXCHEVRON CORP NEW | $268K |
IBDTISHARES TR | $259K |
CPCANADIAN PACIFIC KANSAS CITY | $258K |
CARRCARRIER GLOBAL CORPORATION | $250K |
SCZISHARES TR | $248K |
CITHE CIGNA GROUP | $246K |
TSLATESLA INC | $245K |
VXUSVANGUARD STAR FDS | $244K |
ISCGISHARES TR | $240K |
CSCOCISCO SYS INC | $238K |
IMCGISHARES TR | $238K |
IWDISHARES TR | $236K |
LINLINDE PLC | $233K |
MMM3M CO | $231K |
SGDMSPROTT ETF TRUST | $228K |
OTISOTIS WORLDWIDE CORP | $223K |
GEGE AEROSPACE | $222K |
CLCOLGATE PALMOLIVE CO | $222K |
QUSSPDR SER TR | $221K |
PHOINVESCO EXCHANGE TRADED FD T | $218K |
CTRACOTERRA ENERGY INC | $218K |
ICEINTERCONTINENTAL EXCHANGE IN | $207K |
XBISPDR SER TR | $207K |
DLSWISDOMTREE TR | $206K |
TSCOTRACTOR SUPPLY CO | $204K |
EEMSISHARES INC | $202K |
PTNTPALATIN TECHNOLOGIES INC | $12K |
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