Mont Vue Capital Management, Inc. Portfolio Holdings

Mont Vue Capital Management, Inc.

  • $131 Billion
  • Q4 2024

Mont Vue Capital Management, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $22.6B, Vanguard Total Stock Market Et with a value of $17.2B, Ishares Tr with a value of $15.2B, Technology Sector Spdr with a value of $9.26B, and Vanguard Star Fd Vanguard Tota with a value of $8.19B.

Examining the 13F form we can see an increase of $866M in the current position value, from $130B to 131B.

Mont Vue Capital Management, Inc. is based out at Lynchburg, VA

Below you can find more details about Mont Vue Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $131 Billion
ETFs: $123 Billion
Technology: $2.02 Billion
Financial Services: $1.7 Billion
Communication Services: $1 Billion
Energy: $742 Million
Consumer Defensive: $228 Million
Consumer Cyclical: $221 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$1.86 Billion 1.42% of portfolio
-
Q4 2024 Reduced 4.12%
$3.09T
$940 Million 0.72% of portfolio
2,229
Q4 2024 Added 7.68%
$3.82T
$870 Million 0.66% of portfolio
3,476
Q3 2024 Reduced 0.69%
$46.5B
$529 Million 0.4% of portfolio
2,963
Q3 2024 Reduced 45.3%
$615B
$411 Million 0.31% of portfolio
907
Q2 2024 Added 5.71%
$787B
$369 Million 0.28% of portfolio
1,541
Q4 2024 Added 35.53%
$166B
$341 Million 0.26% of portfolio
8,530
Q4 2024 Added 19.08%
$1.23T
$341 Million 0.26% of portfolio
1,790
Q2 2024 New
$1.2T
$322 Million 0.25% of portfolio
1,700
Q3 2024 Reduced 19.43%
$220B
$277 Million 0.21% of portfolio
483
Q4 2024 New
$561B
$237 Million 0.18% of portfolio
751
Q4 2024 New
$2.39T
$221 Million 0.17% of portfolio
1,007
Q4 2024 New
$397B
$228 Million 0.17% of portfolio
1,357
Q4 2024 New
$45.2B
$213 Million 0.16% of portfolio
1,599
Q2 2024 New
$78.5B
$206 Million 0.16% of portfolio
1,157
Q4 2024 New
$1.08T
$208 Million 0.16% of portfolio
1,055
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $131 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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