Monte Financial Group, LLC Purchases and Sells in Q3 2025

Monte Financial Group, LLC

$270 Million
Q3 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GPS	120K + 100.72%	N/A	239K $4.81M
BKR	17.4K + 14.8%	$38.68 - $50.55 $674K - $880K	135K $6.58M
OMC	11.3K + 16.89%	$70.41 - $81.53 $792K - $918K	77.9K $6.35M
MDT	10.5K + 32.83%	$87.67 - $95.74 $925K - $1.01M	42.7K $4.06M
JNJ	193 + 0.53%	$155.17 - $185.42 $29.9K - $35.8K	36.9K $6.84M
PFE	28.1K + 12.21%	$23.29 - $25.88 $655K - $728K	259K $6.59M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
T	14.4K New	$26.94 - $29.62 $387K - $425K	14.4K $405K
AMD	1.82K New	$134.8 - $184.42 $245K - $335K	1.82K $294K
IWM	1.2K New	$214.92 - $244.84 $258K - $294K	1.2K $290K
NEE	2.77K New	$69.77 - $77.54 $193K - $214K	2.77K $208K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APD	-2.5K - 13.61%	$265.78 - $299.3 $665K - $749K	15.9K $4.33M
MTB	-4.09K - 13.73%	$183.74 - $204.05 $751K - $834K	25.7K $5.07M
TGT	-469 - 0.65%	$86.56 - $107.43 $40.6K - $50.4K	72.1K $6.47M
CSCO	-6.35K - 7.39%	$66.2 - $71.79 $421K - $456K	79.6K $5.45M
UNH	-1.72K - 37.68%	$237.77 - $353.61 $409K - $609K	2.85K $983K
NVS	-5.88K - 11.21%	$113.5 - $129.73 $667K - $763K	46.6K $5.97M

Activity Summary All Purchases 48 New Holdings 4 Increased Positions 44 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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