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| Happy Holidays!! thanks for using AUM13F!! |
| Montz Harcus Wealth Management LLC
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| CRD # | 301963 |
| SEC # | 801-115292 |
| CIK # | 0001918613 |
| AUM | $713.7 M (2025-03-20) |
| Employees | 9 (67% Investors, 22% Brokers) |
| Phone | 504-488-3700 |
| Address | 610 City Park Avenue New Orleans, LA 70119 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001918613 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.2 | ||
| Microsoft Corp | 7.0 | ||
| Home Bancorp Inc | 5.6 | ||
| Amazon Com Inc | 5.4 | ||
| Facebook Inc | 3.5 | ||
| Nvidia Corp | 3.1 | ||
| J P Morgan Chase & Co | 3.0 | ||
| iShares Bitcoin Trust | 2.3 | ||
| Exxon Mobil Corp | 1.5 | ||
| Business First Bancshares Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Global MOFY Metaverse Ltd | 0.9 | ||
| International Business Machines Corp | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| Grayscale Bitcoin Trust BTC | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 444 | 174.0 |
| (b) Individuals (high net worth individuals) | 154 | 476.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 53.2 |
| (h) Charitable organizations | 2 | 8.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,332 | 713.7 |
| By Discretionary | ||
| Discretionary | 1,240 | 645.5 |
| Non-Discretionary | 92 | 68.2 |
| Total | 1,332 | 713.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 713.7 | |
| Total | 1,332 | 713.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001918613] |
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CA | 0.7 |
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Copperwynd Financial LLC
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AZ | 0.7 |
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Compton Wealth Advisory Group LLC
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VA | 0.7 |
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Net Worth Advisory Group LLC
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UT | 0.7 |
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Hartford Financial Management Inc
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CT | 0.7 |
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Carolina Wealth Management Inc
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NC | 0.7 |
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Nelson Capital Management LLC
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CA | 0.7 |
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FSA Investment Group LLC
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FL | 0.7 |
|
Dahring Cusmano LLC
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MI | 0.7 |
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Kelman Lazarov Inc
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TN | 0.7 |