Montz Harcus Wealth Management LLC - Q12026 Holdings

Montz Harcus Wealth Management LLC holds 93 stocks with a total portfolio value of $ 247.63M as of Q12026. In Q12026, Montz Harcus Wealth Management LLC added 7 new positions, increased stakes in 60 stocks, reduced 21 holdings, and fully exited 3 positions. The largest holding is Spdr Series Trust (SPYM), representing 13.91% of the total portfolio.