Monetta Financial Services Inc Portfolio Holdings

Monetta Financial Services Inc

  • $124 Million
  • Q4 2024

Monetta Financial Services Inc has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $124 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $12.5M, Amazon Com Inc with a value of $11.3M, Alphabet Inc. with a value of $9.71M, Apple Inc. with a value of $8.26M, and Vanguard Index Fds S&P 500 ETF with a value of $7.27M.

Examining the 13F form we can see an increase of $6.2M in the current position value, from $117M to 124M.

Monetta Financial Services Inc is based out at Wheaton, IL

Below you can find more details about Monetta Financial Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $124 Million
Technology: $34.7 Million
Communication Services: $20.6 Million
ETFs: $19.8 Million
Consumer Cyclical: $18.4 Million
Financial Services: $10.8 Million
Industrials: $8.05 Million
Consumer Defensive: $5.48 Million
Healthcare: $3.52 Million
Other: $2.32 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $124 Million
  • Prior Value $117 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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