StockDriftsStockDriftsTop 50 Montz Harcus Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.91% | 449.9K | $34.4M | +2.14%(+9.41K) | $56.61(+54.33%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 12.75% | 48.6K | $31.6M | +0.61%(+295) | $463.07(+60.30%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 6.37% | 331.9K | $15.8M | +6.10%(+19.10K) | $35.18(+49.63%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 5.74% | 240.1K | $14.2M | +3.20%(+7.44K) | $49.07(+30.67%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 4.99% | 255.8K | $12.4M | +8.24%(+19.48K) | $42.40(+24.09%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.86% | 132.8K | $12.0M | +6.72%(+8.36K) | $75.14(+29.28%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 4.67% | 253.4K | $11.6M | +8.53%(+19.92K) | $36.57(+37.46%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.01% | 67.0K | $9.9M | +1.70%(+1.12K) | $110.43(+40.93%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 4% | 16.1K | $9.9M | +0.21%(+34) | $504.32(+32.34%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.53% | 34.5K | $8.7M | -0.31%(-108) | $162.01(+84.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.69% | +50.87% |
| Top 20 Holdings Unweighted | +16.08% | +56.39% |
Sign up free to track Montz Harcus Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.