MONTZ HARCUS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HBCP | 106K | $5.77M |
 | BFST | 40K | $946.41K |
 | AAPL | 35K | $8.97M |
 | CLST | 30K | $394.50K |
 | AMZN | 24K | $5.33M |
 | NVDA | 19K | $3.63M |
 | XOM | 15K | $1.65M |
 | MSFT | 14K | $7.37M |
 | JPM | 11K | $3.57M |
 | KO | 8K | $533.34K |
 | BAC | 7K | $373.18K |
 | WMT | 7K | $711.46K |
 | NEM | 6K | $519.31K |
 | GOOGL | 6K | $1.39M |
 | GOOG | 5K | $1.18M |
 | META | 5K | $3.46M |
 | IBM | 4K | $1.01M |
 | BA | 3K | $736.78K |
 | MRK | 3K | $269.96K |
 | BRK-B | 3K | $1.51M |
Home Bancorp, Inc.
HBCP
Shares Held
106K
Value
$5.77M
Business First Bancshares, Inc.
BFST
Shares Held
40K
Value
$946.41K
Apple Inc.
AAPL
Shares Held
35K
Value
$8.97M
Catalyst Bancorp, Inc.
CLST
Shares Held
30K
Value
$394.50K
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.33M
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.63M
Exxon Mobil Corporation
XOM
Shares Held
15K
Value
$1.65M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$7.37M
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.57M
The Coca-Cola Company
KO
Shares Held
8K
Value
$533.34K
Bank of America Corporation
BAC
Shares Held
7K
Value
$373.18K
Walmart Inc.
WMT
Shares Held
7K
Value
$711.46K
Newmont Corporation
NEM
Shares Held
6K
Value
$519.31K
Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.39M
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.18M
Meta Platforms, Inc.
META
Shares Held
5K
Value
$3.46M
International Business Machines Corporation
IBM
Shares Held
4K
Value
$1.01M
The Boeing Company
BA
Shares Held
3K
Value
$736.78K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$269.96K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.51M