MONTZ HARCUS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVX | 3K | $434.28K |
 | WFC | 3K | $232.65K |
 | AVGO | 3K | $829.72K |
 | TSLA | 2K | $1.10M |
 | PLTR | 2K | $435.80K |
 | RTX | 2K | $384.42K |
 | ABBV | 2K | $531.03K |
 | MS | 2K | $352.76K |
 | CAT | 2K | $1.00M |
 | C | 2K | $204.80K |
 | MCD | 2K | $575.93K |
 | PM | 2K | $306.45K |
 | DIS | 2K | $212.82K |
 | HD | 2K | $724.59K |
 | MMM | 2K | $257.19K |
 | HON | 1K | $280.28K |
 | TXN | 1K | $237.56K |
 | PANW | 1K | $211.36K |
 | ORCL | 936 | $263.14K |
 | GE | 914 | $274.90K |
Chevron Corporation
CVX
Shares Held
3K
Value
$434.28K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$232.65K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$829.72K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$1.10M
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$435.80K
RTX Corporation
RTX
Shares Held
2K
Value
$384.42K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$531.03K
Morgan Stanley
MS
Shares Held
2K
Value
$352.76K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$1.00M
Citigroup Inc.
C
Shares Held
2K
Value
$204.80K
McDonald's Corporation
MCD
Shares Held
2K
Value
$575.93K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$306.45K
The Walt Disney Company
DIS
Shares Held
2K
Value
$212.82K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$724.59K
3M Company
MMM
Shares Held
2K
Value
$257.19K
Honeywell International Inc.
HON
Shares Held
1K
Value
$280.28K
Texas Instruments Incorporated
TXN
Shares Held
1K
Value
$237.56K
Palo Alto Networks, Inc.
PANW
Shares Held
1K
Value
$211.36K
Oracle Corporation
ORCL
Shares Held
936
Value
$263.14K
GE Aerospace
GE
Shares Held
914
Value
$274.90K