Fund HoldingsMontis Financial, LLC

Total Portfolio Value
$168.20M
Total Bought
$17.19M
Total Sold
$5.90M
Net Transaction
+$11.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)157,893160,533+2,64027,03330,90818.38%+3,875
ISHARES TR
CORE MSCI EAFE
296,850314,870+18,02019,10222,15113.17%+3,049
VANECK ETF TRUST
IG FLOA RATE ETF
064,756+64,75601,6290.97%+1,629
VANGUARD WHITEHALL FDS216,891213,533-3,35822,40923,83714.17%+1,428
VANGUARD TAX-MANAGED FDS244,872249,142+4,27010,70611,9347.09%+1,228
SCHWAB STRATEGIC TR014,887+14,88701,1330.67%+1,133
NOVO-NORDISK A S(NVO)13,93420,738+6,8041,2672,1451.28%+878
VANGUARD INDEX FDS23,56423,56405,0055,5903.32%+585
UNION PAC CORP(UNP)2,9134,632+1,7195931,1380.68%+545
SCHWAB STRATEGIC TR178,422169,613-8,8099,0289,5665.69%+538
MICROSOFT CORP(MSFT)7,5017,541+402,3682,8361.69%+467
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,761+2,76104360.26%+436
BERKSHIRE HATHAWAY INC DEL18,61819,375+7576,5226,9104.11%+388
RBB FD INC
F/M US TREASURY
07,271+7,27103630.22%+363
HONEYWELL INTL INC(HON)01,431+1,43103000.18%+300
TOAST INC(TOST)015,416+15,41602810.17%+281
GENERAL DYNAMICS CORP(GD)01,075+1,07502790.17%+279
ISHARES TR3,6966,762+3,0662715440.32%+274
TESLA INC(TSLA)1,4522,417+9653636010.36%+237
SPDR S&P 500 ETF TR(SPY)7,0166,795-2212,9993,2301.92%+230
SPDR INDEX SHS FDS
ST MARKE CAP ETF
04,062+4,06202290.14%+229
SPDR SER TR
ST STR SP BIOT
02,549+2,54902280.14%+228
INVESCO QQQ TR1,1211,530+4094016270.37%+225
OTIS WORLDWIDE CORP(OTIS)02,473+2,47302210.13%+221
3M CO(MMM)02,019+2,01902210.13%+221
MCDONALDS CORP(MCD)0721+72102140.13%+214
META PLATFORMS INC(META)0590+59002090.12%+209
SPDR GOLD TR(GLD)10,65810,577-811,8272,0221.20%+195
VANGUARD WORLD FDS
INF TECH ETF
2,2022,20209141,0660.63%+152
VANGUARD INDEX FDS6,1886,18801,2891,4400.86%+151
VANGUARD INDEX FDS1,0431,233+1904105390.32%+129
VANECK ETF TRUST
GOLD MINERS ETF
40,65038,650-2,0001,0941,1990.71%+105
AMAZON COM INC(AMZN)6,8066,326-4808659610.57%+96
CATERPILLAR INC(CAT)4,0944,09401,1181,2110.72%+93
ISHARES GOLD TR(IAU)24,51024,339-1718589500.56%+92
PEPSICO INC(PEP)4,1674,607+4407067820.47%+76
ALPHABET INC(GOOG)8,3218,32101,0971,1730.70%+76
ISHARES TR10,86010,86007488180.49%+70
DEERE & CO(DE)2,9262,92601,1041,1700.70%+66
SPROTT PHYSICAL GOLD TR(PHYS)92,10686,906-5,2001,3191,3840.82%+65
CABOT CORP(CBT)4,7644,715-493303940.23%+64
STRYKER CORPORATION(SYK)2,4782,468-106777390.44%+62
FERRARI N V
COM
1,2881,28803814360.26%+55
PALATIN TECHNOLOGIES INC20,96420,964032830.05%+52
VANGUARD WORLD FDS
INDUSTRIAL ETF
2,0252,02503954460.27%+52
VANGUARD SPECIALIZED FUNDS3,3323,33205185680.34%+50
JPMORGAN CHASE & CO(JPM)2,6292,525-1043814300.26%+48
ELI LILLY & CO(LLY)424464+402282710.16%+43
RTX CORPORATION(RTX)6,4065,984-4224615040.30%+42
ISHARES TR1,1401,14003033460.21%+42
NVIDIA CORPORATION(NVDA)62462402723090.18%+38
HOME DEPOT INC(HD)738733-52232540.15%+31
ISHARES TR2,2562,25603433730.22%+30
MASTERCARD INCORPORATED(MA)84784703353610.21%+26
ISHARES TR
CORE DIV GRWTH
4,5824,575-72272460.15%+19
PIMCO ETF TR
ENHAN SHRT MA AC
16,21816,453+2351,6241,6420.98%+18
CANADIAN PACIFIC KANSAS CITY(CP)3,6763,67602742910.17%+17
INTEL CORP(INTC)9,2666,866-2,4003293450.21%+16
PROCTER AND GAMBLE CO(PG)3,9073,960+535705800.35%+10
CARRIER GLOBAL CORPORATION(CARR)4,5314,53102502600.15%+10
UNITED PARCEL SERVICE INC(UPS)3,2343,23405045080.30%+4
ALPHABET INC(GOOG)13,53312,703-8301,7711,7741.05%+4
COSTCO WHSL CORP NEW(COST)401344-572272270.14%+1
WALMART INC(WMT)1,7661,76602822780.17%-4
AIRBNB INC6,0706,07008338260.49%-6
SPRUCE POWER HOLDING CORP21,7730-21,773150-15
COTERRA ENERGY INC10,87310,87302942770.16%-17
SPROTT PHYSICAL GOLD & SILVE(CEF)33,84029,640-4,2005865680.34%-19
ORACLE CORP(ORCL)3,3383,138-2003543310.20%-23
ISHARES SILVER TR(SLV)22,20919,409-2,8004524230.25%-29
CISCO SYS INC(CSCO)6,2235,623-6003352840.17%-50
CHEVRON CORP NEW(CVX)1,8071,697-1103052530.15%-52
JOHNSON & JOHNSON(JNJ)7,0376,631-4061,0961,0390.62%-57
DISNEY WALT CO(DIS)4,3032,744-1,5593492480.15%-101
ISHARES TR2,8590-2,8592310-231
VANGUARD WORLD FDS
FINANCIALS ETF
3,8830-3,8833120-312
ISHARES TR3,6630-3,6633440-344
ISHARES TR379,733314,693-65,04011,4499,8155.84%-1,634
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