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The Analysis of Montz Harcus Wealth Management LLC's Holdings & P&L

Currently, Montz Harcus Wealth Management LLC holds 93 types of securities in its portfolio with a total value $247.6M. In the most recent quarter, they have increased their positions in VTI (+4.3K shares, valued at $1.4M), JPM (+4.2K shares, valued at $1.2M), SPSM (+19.5K shares, valued at $941.0K); decreased their positions in N/A (-18.3K shares, valued at $965.0K), IYW (-1.4K shares, valued at $261.6K), HBCP (-2.3K shares, valued at $139.1K); initiated new positions in AMAT (+710 shares, valued at $242.7K), PANW (+1.4K shares, valued at $225.4K), N/A (+226 shares, valued at $217.5K).

1M P&L

+7.4M+3.24%

3M P&L

+11.4M+5.10%

HY P&L

+23.7M+11.22%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A157.8M

74.4%

2Consumer Electronics8.7M

4.1%

3Banks - Regional7.7M

3.6%

Top Industries by Stock Count

1N/A37 stocks

46.8%

2Banks - Diversified3 stocks

3.8%

3Aerospace & Defense3 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST449.9K shares2.14%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T48.6K shares0.61%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T331.9K shares6.10%2026-03-312026-04-29

SPMD SPDR SERIES TRUST240.1K shares3.20%2026-03-312026-04-29

SPSM SPDR SERIES TRUST255.8K shares8.24%2026-03-312026-04-29

IEFA ISHARES TR132.8K shares6.72%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS253.4K shares8.53%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS67.0K shares1.70%2026-03-312026-04-29

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MDY STATE STR SPDR S&P MIDCAP 4016.1K shares0.21%2026-03-312026-04-29

AAPL APPLE INC34.5K shares-0.31%2026-03-312026-04-29

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO150.2K shares-10.84%2026-03-312026-04-29

HBCP HOMEBANCORP INC100.0K shares-2.24%2026-03-312026-04-29

MSFT MICROSOFT CORP14.1K shares1.13%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO16.9K shares33.49%2026-03-312026-04-29

AMZN AMAZON COM INC23.9K shares-0.20%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR8.1K shares0.45%2026-03-312026-04-29

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MDYV SPDR SERIES TRUST45.2K shares0.44%2026-03-312026-04-29

NVDA NVIDIA CORPORATION18.5K shares-2.94%2026-03-312026-04-29

META META PLATFORMS INC4.7K shares0.77%2026-03-312026-04-29

IBIT ISHARES BITCOIN TRUST ETF59.0K shares37.71%2026-03-312026-04-29

XOM EXXON MOBIL CORP13.2K shares-0.26%2026-03-312026-04-29

VTI VANGUARD INDEX FDS5.6K shares348.75%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares18.51%2026-03-312026-04-29

IYW ISHARES TR9.0K shares-13.80%2026-03-312026-04-29

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ALPHABET INC ALPHABET INC5.5K shares0.07%2026-03-312026-04-29

CAT CATERPILLAR INC1.8K shares0.93%2026-03-312026-04-29

SPEM SPDR INDEX SHS FDS27.4K shares14.78%2026-03-312026-04-29

ALPHABET INC ALPHABET INC4.3K shares0.40%2026-03-312026-04-29

BFST BUSINESS FIRST BANCSHARES IN40.5K shares0.54%2026-03-312026-04-29

IVV ISHARES TR1.7K shares0.48%2026-03-312026-04-29

DFUS DIMENSIONAL ETF TRUST14.4K shares0.24%2026-03-312026-04-29

PSR INVESCO ACTIVELY MANAGED EXC10.7K shares12.11%2026-03-312026-04-29

Sponsored

FV FIRST TR EXCHANGE TRADED FD14.8K shares27.69%2026-03-312026-04-29

TSLA TESLA INC2.4K shares-4.44%2026-03-312026-04-29

WMT WALMART INC6.8K shares-0.04%2026-03-312026-04-29

BROADCOM INC BROADCOM INC2.5K shares-1.11%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS3.0K shares-2.53%2026-03-312026-04-29

CVX CHEVRON CORPORATION3.5K shares22.77%2026-03-312026-04-29

BA BOEING CO3.4K shares-0.38%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.5K shares17.33%2026-03-312026-04-29

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NEM NEWMONT CORP6.2K shares0.00%2026-03-312026-04-29

ABBV ABBVIE INC3.0K shares5.53%2026-03-312026-04-29

SLYV SPDR SERIES TRUST6.9K shares-1.36%2026-03-312026-04-29

KO COCA COLA CO8.2K shares0.40%2026-03-312026-04-29

MCD MCDONALDS CORP1.9K shares0.31%2026-03-312026-04-29

SPYG SPDR SERIES TRUST6.0K shares56.71%2026-03-312026-04-29

HD HOME DEPOT INC1.7K shares-2.05%2026-03-312026-04-29

GLD SPDR GOLD TR1.3K shares-6.76%2026-03-312026-04-29

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LMT LOCKHEED MARTIN CORP871 shares4.56%2026-03-312026-04-29

GBTC GRAYSCALE BITCOIN TRUST ETF9.7K shares0.00%2026-03-312026-04-29

CLST CATALYST BANCORP INC30.0K shares0.00%2026-03-312026-04-29

IJH ISHARES TR6.8K shares0.18%2026-03-312026-04-29

NFLX NETFLIX INC.4.5K shares-4.63%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC3.4K shares18.11%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON1.6K shares17.67%2026-03-312026-04-29

DFUV DIMENSIONAL ETF TRUST8.1K shares0.36%2026-03-312026-04-29

Sponsored

BAC BANK AMERICA CORP8.0K shares-1.79%2026-03-312026-04-29

BIV VANGUARD BD INDEX FDS5.0K shares5.81%2026-03-312026-04-29

MS MORGAN STANLEY2.3K shares0.40%2026-03-312026-04-29

IVW ISHARES TR3.2K shares0.06%2026-03-312026-04-29

MDYG SPDR SERIES TRUST3.5K shares0.11%2026-03-312026-04-29

VXUS VANGUARD STAR FDS4.2K shares0.12%2026-03-312026-04-29

MMM 3M CO2.2K shares0.04%2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F5.6K shares1.93%2026-03-312026-04-29

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.2K shares-1.41%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC1.9K shares1.84%2026-03-312026-04-29

RTX RTX CORPORATION1.6K shares9.20%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION303 shares0.00%2026-03-312026-04-29

HON HONEYWELL INTL INC1.3K shares0.71%2026-03-312026-04-29

ETHE GRAYSCALE ETHEREUM STAKING E16.3K shares0.00%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE955 shares0.84%2026-03-312026-04-29

IWF ISHARES TR631 shares0.16%2026-03-312026-04-29

Sponsored

TXN TEXAS INSTRS INC1.3K shares2.92%2026-03-312026-04-29

IWP ISHARES TR2.0K shares0.05%2026-03-312026-04-29

DFAS DIMENSIONAL ETF TRUST3.6K shares0.25%2026-03-312026-04-29

SPYV SPDR SERIES TRUST4.3K shares5.87%2026-03-312026-04-29

AMAT APPLIED MATLS INC710 sharesnew addition2026-03-312026-04-29

BSV VANGUARD BD INDEX FDS3.1K shares2.36%2026-03-312026-04-29

CITIGROUP INC CITIGROUP INC2.1K shares1.95%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR8.0K shares-15.46%2026-03-312026-04-29

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F4.2K shares0.89%2026-03-312026-04-29

SYK STRYKER CORPORATION698 shares6.40%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC1.4K sharesnew addition2026-03-312026-04-29

BLACKROCK INC BLACKROCK INC226 sharesnew addition2026-03-312026-04-29

RIO RIO TINTO PLC2.3K sharesnew addition2026-03-312026-04-29

WFC WELLS FARGO & CO2.7K shares-6.31%2026-03-312026-04-29

PG PROCTER & GAMBLE CO1.5K shares1.75%2026-03-312026-04-29

CB CHUBB LTD SWITZ644 shares0.31%2026-03-312026-04-29

Sponsored

CSCO CISCO SYS INC2.6K shares-3.21%2026-03-312026-04-29

UNP UNION PAC CORP836 sharesnew addition2026-03-312026-04-29

LAM RESEARCH CORP LAM RESEARCH CORP943 sharesnew addition2026-03-312026-04-29

GAB GABELLI EQUITY TR INC17.1K shares2.64%2026-03-312026-04-29

GABELLI EQUITY TR INC GABELLI EQUITY TR INC16.7K sharesnew addition2026-03-312026-04-29

SPYM

SPDR SERIES TRUST

2.14%

Shares449.9K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

0.61%

Shares48.6K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

6.10%

Shares331.9K

Event2026-03-31

Filed2026-04-29

SPMD

SPDR SERIES TRUST

3.20%

Shares240.1K

Event2026-03-31

Filed2026-04-29

SPSM

SPDR SERIES TRUST

8.24%

Shares255.8K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

6.72%

Shares132.8K

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

8.53%

Shares253.4K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

1.70%

Shares67.0K

Event2026-03-31

Filed2026-04-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.21%

Shares16.1K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-0.31%

Shares34.5K

Event2026-03-31

Filed2026-04-29

PROFESIONALLY MANAGED PORTFO

-10.84%

Shares150.2K

Event2026-03-31

Filed2026-04-29

HBCP

HOMEBANCORP INC

-2.24%

Shares100.0K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

1.13%

Shares14.1K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

33.49%

Shares16.9K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-0.20%

Shares23.9K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

0.45%

Shares8.1K

Event2026-03-31

Filed2026-04-29

MDYV

SPDR SERIES TRUST

0.44%

Shares45.2K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-2.94%

Shares18.5K

Event2026-03-31

Filed2026-04-29