Monte Financial Group, LLC Purchases and Sells in Q1 2025

Monte Financial Group, LLC

$248 Million
Q1 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVY	16.6K + 291.55%	$174.58 - $195.91 $2.89M - $3.24M	22.2K $3.96M
UPS	23.8K + 82.5%	$109.66 - $136.26 $2.61M - $3.24M	52.6K $5.78M
PPG	12.5K + 45.2%	$107.44 - $124.29 $1.34M - $1.56M	40.2K $4.4M
SWK	16.7K + 26.59%	$76.43 - $90.41 $1.27M - $1.51M	79.4K $6.1M
EOG	5.59K + 12.25%	$120.54 - $138.05 $674K - $772K	51.2K $6.57M
RTX	610 + 1.3%	$114.1 - $135.66 $69.6K - $82.8K	47.4K $6.28M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBUX	50.1K New	$91.75 - $115.81 $4.6M - $5.81M	50.1K $4.92M
BKR	67K New	$41.16 - $48.85 $2.76M - $3.27M	67K $2.94M
IT	1.94K New	$418.25 - $548.38 $810K - $1.06M	1.94K $813K
FHLC	3.97K New	$65.44 - $70.64 $259K - $280K	3.97K $270K
FIDU	3.5K New	$67.43 - $75.54 $236K - $265K	3.5K $239K
UBER	3.28K New	$63.17 - $81.49 $207K - $267K	3.28K $238K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TXN	-12.6K - 37.92%	N/A	20.6K $4.01M
GLW	-13.8K - 9.91%	$44.91 - $54.25 $620K - $749K	126K $5.75M
WFC	-14.6K - 11.85%	$66.78 - $81.42 $977K - $1.19M	109K $7.81M
AAPL	-309 - 2.85%	$209.68 - $247.1 $64.8K - $76.4K	10.5K $2.34M
MTB	-304 - 1.01%	$170.47 - $201.98 $51.8K - $61.4K	29.8K $5.34M
RSP	-1.3K - 23.93%	$169.43 - $182.84 $220K - $237K	4.13K $714K

Activity Summary All Purchases 54 New Holdings 6 Increased Positions 48 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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