Monterey Private Wealth, Inc. Purchases and Sells in Q4 2024

Monterey Private Wealth, Inc.

$303 Million
Q4 2024

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	7.29K + 4.19%	$280.04 - $302.45 $2.04M - $2.2M	181K $52.5M
AAPL	794 + 1.02%	$221.69 - $259.02 $176K - $206K	78.5K $19.7M
VB	3.74K + 5.96%	$233.76 - $261.58 $875K - $979K	66.6K $16M
JEPI	19.9K + 56.35%	$57.53 - $60.83 $1.14M - $1.21M	55.2K $3.18M
JEPQ	18K + 84.69%	$53.94 - $58.15 $969K - $1.05M	39.2K $2.21M
QQQ	793 + 5.73%	$481.22 - $538.17 $382K - $427K	14.6K $7.48M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDV	19.4K New	$27.03 - $29.92 $523K - $579K	19.4K $530K
MUB	4.86K New	$105.78 - $108.7 $514K - $528K	4.86K $517K
ORCL	1.42K New	$165.41 - $192.43 $236K - $274K	1.42K $237K
BLK	222 New	$934.02 - $1065.26 $207K - $236K	222 $227K
SCHG	7.94K New	$25.93 - $105.3 $206K - $836K	7.94K $221K
VZ	5.51K New	$39.6 - $45.21 $218K - $249K	5.51K $220K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-8.29K - 18.2%	$442.29 - $483.08 $3.67M - $4M	37.3K $16.9M
DGRO	-7.32K - 4.82%	$60.73 - $64.94 $444K - $475K	144K $8.86M
VOO	-754 - 5.7%	$521.84 - $558.82 $393K - $421K	12.5K $6.72M
USMV	-1.44K - 2.84%	$88.59 - $94.57 $127K - $136K	49.3K $4.37M
FXZ	-1.79K - 16.47%	$56.18 - $67.64 $101K - $121K	9.09K $516K
XOM	-22 - 0.13%	$105.51 - $125.37 $2.32K - $2.76K	16.3K $1.75M

Activity Summary All Purchases 89 New Holdings 20 Increased Positions 69 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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