Monetta Financial Services Inc Portfolio Holdings

Monetta Financial Services Inc

  • $116 Million
  • Q2 2024

Monetta Financial Services Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $116 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $12.5M, Alphabet Inc. with a value of $10.6M, Amazon Com Inc with a value of $9.95M, Microsoft Corp with a value of $7.6M, and Apple Inc. with a value of $6.95M.

Examining the 13F form we can see an increase of $5.77M in the current position value, from $110M to 116M.

Monetta Financial Services Inc is based out at Wheaton, IL

Below you can find more details about Monetta Financial Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $116 Million
Technology: $34.3 Million
ETFs: $20.5 Million
Communication Services: $18.4 Million
Consumer Cyclical: $14.6 Million
Financial Services: $12 Million
Industrials: $5.63 Million
Consumer Defensive: $4.84 Million
Healthcare: $3.4 Million
Other: $1.92 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $116 Million
  • Prior Value $110 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Monetta Financial Services Inc Portfolio

Follow Monetta Financial Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monetta Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Monetta Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email