Monterey Private Wealth, Inc. Portfolio Holdings
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
Monterey Private Wealth, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $303 Million distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $52.5M, Vanguard Ftse Developed Market with a value of $34.2M, Apple Inc. with a value of $19.7M, Berkshire Hathaway Inc Class B with a value of $16.9M, and Vanguard Small Cap ETF with a value of $16M.
Examining the 13F form we can see an increase of $9.87M in the current position value, from $293M to 303M.
Below you can find more details about Monterey Private Wealth, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$303 Million
ETFs: $207 Million
Technology: $32.4 Million
Financial Services: $26.3 Million
Consumer Cyclical: $10.1 Million
Communication Services: $8.55 Million
Consumer Defensive: $6.48 Million
Healthcare: $4 Million
Industrials: $3.35 Million
Other: $4.04 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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