Investment company Montis Financial, LLC (Current Portfolio) buys Airbnb Inc, Chevron Corp, Intel Corp, Coca-Cola Co, Exxon Mobil Corp, sells , Visa Inc, Boeing Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Montis Financial, LLC. As of 2021Q4, Montis Financial, LLC owns 87 stocks with a total value of $138 million. These are the details of the buys and sells.
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New Purchases: ABNB, CVX, INTC, KO, IBM, T, BDX, WY, WHR, VIAC, GM, K, F, FISV, C, LEN.B, CP, TROW, Y, ABT, KMB, IDXX, DGX, TSN, QSR, DOW,
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Added Positions: XOM, BRK.B, CSCO, FB, JPM, VZ, QCOM, MMM, DIS, CAT, GLD, GD, OTIS,
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Reduced Positions: AAPL, IEFA, EFA, AMZN, MINT, GOOGL, PG, SPY, HD, MA, CTRA, PEP, SYK, CBT, PFE,
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Sold Out: KSU, V, BA,
For the details of Montis Financial, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/montis+financial%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Montis Financial, LLC
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Apple Inc (AAPL) - 193,311 shares, 24.91% of the total portfolio. Shares reduced by 2.72%
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BTC iShares Core MSCI EAFE ETF (IEFA) - 278,707 shares, 15.09% of the total portfolio. Shares reduced by 1.21%
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Vanguard High Dividend Yield Indx ETF (VYM) - 112,715 shares, 9.17% of the total portfolio. Shares added by 0.23%
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Berkshire Hathaway Inc (BRK.B) - 21,293 shares, 4.62% of the total portfolio. Shares added by 5.04%
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Vanguard Total Stock Market ETF (VTI) - 24,041 shares, 4.21% of the total portfolio.
New Purchase: Airbnb Inc (ABNB)
Montis Financial, LLC initiated holding in Airbnb Inc. The purchase prices were between $156.38 and $207.21, with an estimated average price of $176.14. The stock is now traded at around $147.900000. The impact to a portfolio due to this purchase was 0.51%. The holding were 4,260 shares as of 2021-12-31.
New Purchase: Chevron Corp (CVX)
Montis Financial, LLC initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $127.180000. The impact to a portfolio due to this purchase was 0.32%. The holding were 3,770 shares as of 2021-12-31.
New Purchase: Intel Corp (INTC)
Montis Financial, LLC initiated holding in Intel Corp. The purchase prices were between $47.89 and $56, with an estimated average price of $51.07. The stock is now traded at around $51.940000. The impact to a portfolio due to this purchase was 0.29%. The holding were 7,756 shares as of 2021-12-31.
New Purchase: Coca-Cola Co (KO)
Montis Financial, LLC initiated holding in Coca-Cola Co. The purchase prices were between $52.3 and $59.21, with an estimated average price of $55.76. The stock is now traded at around $59.960000. The impact to a portfolio due to this purchase was 0.27%. The holding were 6,296 shares as of 2021-12-31.
New Purchase: International Business Machines Corp (IBM)
Montis Financial, LLC initiated holding in International Business Machines Corp. The purchase prices were between $115.81 and $138.13, with an estimated average price of $125.15. The stock is now traded at around $128.820000. The impact to a portfolio due to this purchase was 0.24%. The holding were 2,437 shares as of 2021-12-31.
New Purchase: AT&T Inc (T)
Montis Financial, LLC initiated holding in AT&T Inc. The purchase prices were between $22.17 and $27.35, with an estimated average price of $24.71. The stock is now traded at around $26.340000. The impact to a portfolio due to this purchase was 0.23%. The holding were 13,073 shares as of 2021-12-31.
Added: Exxon Mobil Corp (XOM)
Montis Financial, LLC added to a holding in Exxon Mobil Corp by 136.98%. The purchase prices were between $59.16 and $66.36, with an estimated average price of $62.52. The stock is now traded at around $72.790000. The impact to a portfolio due to this purchase was 0.26%. The holding were 10,060 shares as of 2021-12-31.
Added: Cisco Systems Inc (CSCO)
Montis Financial, LLC added to a holding in Cisco Systems Inc by 65.99%. The purchase prices were between $53.25 and $63.96, with an estimated average price of $57.22. The stock is now traded at around $56.900000. The impact to a portfolio due to this purchase was 0.21%. The holding were 11,395 shares as of 2021-12-31.
Added: Meta Platforms Inc (FB)
Montis Financial, LLC added to a holding in Meta Platforms Inc by 73.36%. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $308.710000. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,952 shares as of 2021-12-31.
Added: JPMorgan Chase & Co (JPM)
Montis Financial, LLC added to a holding in JPMorgan Chase & Co by 43.87%. The purchase prices were between $153.94 and $171.78, with an estimated average price of $164.11. The stock is now traded at around $144.950000. The impact to a portfolio due to this purchase was 0.19%. The holding were 5,296 shares as of 2021-12-31.
Added: Verizon Communications Inc (VZ)
Montis Financial, LLC added to a holding in Verizon Communications Inc by 124.32%. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $52.960000. The impact to a portfolio due to this purchase was 0.19%. The holding were 8,937 shares as of 2021-12-31.
Added: Qualcomm Inc (QCOM)
Montis Financial, LLC added to a holding in Qualcomm Inc by 74.17%. The purchase prices were between $122.95 and $189.28, with an estimated average price of $161.24. The stock is now traded at around $170.070000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,771 shares as of 2021-12-31.
Sold Out: (KSU)
Montis Financial, LLC sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.
Sold Out: Visa Inc (V)
Montis Financial, LLC sold out a holding in Visa Inc. The sale prices were between $190.16 and $233.88, with an estimated average price of $214.28.
Sold Out: Boeing Co (BA)
Montis Financial, LLC sold out a holding in Boeing Co. The sale prices were between $188.19 and $233.09, with an estimated average price of $210.93.
Here is the complete portfolio of Montis Financial, LLC. Also check out:
1. Montis Financial, LLC's Undervalued Stocks
2. Montis Financial, LLC's Top Growth Companies, and
3. Montis Financial, LLC's High Yield stocks
4. Stocks that Montis Financial, LLC keeps buyingThis article first appeared on GuruFocus.
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