MONTZ HARCUS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LMT | 828 | $413.15K |
 | MSTR | 703 | $226.51K |
 | SYK | 655 | $242.11K |
 | NFLX | 479 | $574.28K |
 | COST | 302 | $279.82K |
 | BLK | 180 | $209.50K |
Lockheed Martin Corporation
LMT
Shares Held
828
Value
$413.15K
MicroStrategy Incorporated
MSTR
Shares Held
703
Value
$226.51K
Stryker Corporation
SYK
Shares Held
655
Value
$242.11K
Netflix, Inc.
NFLX
Shares Held
479
Value
$574.28K
Costco Wholesale Corporation
COST
Shares Held
302
Value
$279.82K
BlackRock, Inc.
BLK
Shares Held
180
Value
$209.50K