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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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