The Analysis of MontVue Capital Management, Inc.'s Holdings
Currently, MontVue Capital Management, Inc. holds 66 types of securities in its portfolio with a total value $149.1M. In the most recent quarter, they have increased their positions in ITOT (+2.6K shares, valued at $382.9K), IVV (+304 shares, valued at $203.5K), DJP (+1.4K shares, valued at $50.8K); decreased their positions in XLK (-2.0K shares, valued at $553.9K), IXUS (-5.6K shares, valued at $460.2K), XLF (-4.1K shares, valued at $220.9K); initiated new positions in IVV (+304 shares, valued at $203.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR190.3K shares1.40%2025-09-302025-10-31
IXUS ISHARES TR227.5K shares-2.39%2025-09-302025-10-31 VTI VANGUARD INDEX FDS54.5K shares-0.70%2025-09-302025-10-31 XLK SELECT SECTOR SPDR TR36.7K shares-5.09%2025-09-302025-10-31 VXUS VANGUARD STAR FDS134.3K shares-0.69%2025-09-302025-10-31 VXF VANGUARD INDEX FDS25.0K shares-3.39%2025-09-302025-10-31 VGT VANGUARD WORLD FD6.5K shares-0.46%2025-09-302025-10-31 XLF SELECT SECTOR SPDR TR62.8K shares-6.13%2025-09-302025-10-31 XLY SELECT SECTOR SPDR TR13.6K shares-4.97%2025-09-302025-10-31 XLI SELECT SECTOR SPDR TR19.0K shares-4.23%2025-09-302025-10-31 XLV SELECT SECTOR SPDR TR20.8K shares-1.07%2025-09-302025-10-31 VFH VANGUARD WORLD FD18.6K shares-1.28%2025-09-302025-10-31 VOX VANGUARD WORLD FD11.6K shares-2.61%2025-09-302025-10-31 SPY SPDR S&P 500 ETF TR3.1K shares-5.80%2025-09-302025-10-31 XLC SELECT SECTOR SPDR TR16.8K shares-8.34%2025-09-302025-10-31 VOO VANGUARD INDEX FDS3.2K shares0.00%2025-09-302025-10-31 VHT VANGUARD WORLD FD7.3K shares0.00%2025-09-302025-10-31 VUSB VANGUARD BD INDEX FDS34.9K shares0.88%2025-09-302025-10-31 VCR VANGUARD WORLD FD4.4K shares0.00%2025-09-302025-10-31 VIS VANGUARD WORLD FD4.6K shares0.00%2025-09-302025-10-31 VV VANGUARD INDEX FDS4.4K shares0.00%2025-09-302025-10-31 XLP SELECT SECTOR SPDR TR16.9K shares-0.65%2025-09-302025-10-31 VEU VANGUARD INTL EQUITY INDEX F18.6K shares0.00%2025-09-302025-10-31 TSLA TESLA INC2.7K shares0.00%2025-09-302025-10-31 VEA VANGUARD TAX-MANAGED FDS19.3K shares-0.20%2025-09-302025-10-31 VDC VANGUARD WORLD FD4.9K shares-2.52%2025-09-302025-10-31 MSFT MICROSOFT CORP1.9K shares0.00%2025-09-302025-10-31 MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares-0.14%2025-09-302025-10-31 XLU SELECT SECTOR SPDR TR8.6K shares-3.38%2025-09-302025-10-31 XLE SELECT SECTOR SPDR TR8.4K shares-3.03%2025-09-302025-10-31 AAPL APPLE INC2.8K shares-3.47%2025-09-302025-10-31 XLB SELECT SECTOR SPDR TR7.8K shares-1.62%2025-09-302025-10-31 VDE VANGUARD WORLD FD5.2K shares-0.42%2025-09-302025-10-31 IWF ISHARES TR1.3K shares0.00%2025-09-302025-10-31 DJP BARCLAYS BANK PLC16.9K shares9.26%2025-09-302025-10-31 FBND FIDELITY MERRIMACK STR TR12.7K shares-0.67%2025-09-302025-10-31 XLRE SELECT SECTOR SPDR TR12.9K shares-2.02%2025-09-302025-10-31 IEFA ISHARES TR5.8K shares-3.26%2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.1.5K shares0.00%2025-09-302025-10-31 ESGU ISHARES TR3.3K shares0.00%2025-09-302025-10-31 IXN ISHARES TR4.6K shares-7.49%2025-09-302025-10-31 VO VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-10-31 VNQ VANGUARD INDEX FDS4.9K shares0.00%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL863 shares0.00%2025-09-302025-10-31 GOOGL ALPHABET INC1.7K shares0.00%2025-09-302025-10-31 COF CAPITAL ONE FINL CORP1.9K shares0.00%2025-09-302025-10-31 VPU VANGUARD WORLD FD2.0K shares-5.08%2025-09-302025-10-31 VT VANGUARD INTL EQUITY INDEX F2.7K shares-4.94%2025-09-302025-10-31 VAW VANGUARD WORLD FD1.6K shares-0.19%2025-09-302025-10-31 GOOG ALPHABET INC1.3K shares0.00%2025-09-302025-10-31 TRGP TARGA RES CORP1.9K shares0.00%2025-09-302025-10-31 VZ VERIZON COMMUNICATIONS INC6.9K shares0.00%2025-09-302025-10-31 IXG ISHARES TR2.6K shares7.83%2025-09-302025-10-31 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-09-302025-10-31 V VISA INC817 shares0.00%2025-09-302025-10-31 RTX RTX CORPORATION1.6K shares0.00%2025-09-302025-10-31 GE GE AEROSPACE867 shares0.00%2025-09-302025-10-31 ORCL ORACLE CORP918 shares0.00%2025-09-302025-10-31 GS GOLDMAN SACHS GROUP INC323 shares0.00%2025-09-302025-10-31 IEMG ISHARES INC3.8K shares-2.12%2025-09-302025-10-31 VTV VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-10-31 AMZN AMAZON COM INC1.0K shares0.00%2025-09-302025-10-31 EFA ISHARES TR2.4K shares0.00%2025-09-302025-10-31 META META PLATFORMS INC293 shares0.00%2025-09-302025-10-31 IVV ISHARES TR304 sharesnew addition2025-09-302025-10-31 BOTJ BANK OF THE JAMES FINL GP IN13.0K shares0.00%2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available