Monte Financial Group, LLC Portfolio Holdings
Monte Financial Group, LLC
- $232 Million
- Q4 2024
Monte Financial Group, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $232 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wells Fargo & Company with a value of $8.67M, Comcast Corp with a value of $7.81M, Target Corp with a value of $7.36M, Home Depot, Inc. with a value of $7.13M, and Cisco Systems, Inc. with a value of $6.76M.
Examining the 13F form we can see an decrease of $5.52M in the current position value, from $238M to 232M.
Below you can find more details about Monte Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$232 Million
Technology: $43.1 Million
Financial Services: $39.3 Million
Healthcare: $35.5 Million
Industrials: $34.9 Million
Consumer Defensive: $23.9 Million
Communication Services: $15.4 Million
Consumer Cyclical: $14.8 Million
Energy: $12 Million
Other: $13.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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