Monte Financial Group, LLC Purchases and Sells in Q2 2025

Monte Financial Group, LLC

$255 Million
Q2 2025

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKR	50.7K + 75.73%	$35.0 - $44.92 $1.77M - $2.28M	118K $4.51M
MSFT	514 + 6.09%	$354.56 - $497.45 $182K - $256K	8.96K $4.46M
AVY	5.06K + 22.73%	$159.58 - $183.97 $807K - $930K	27.3K $4.79M
AMZN	2.71K + 57.9%	$167.32 - $223.3 $454K - $605K	7.39K $1.62M
NVDA	244 + 1.82%	$94.31 - $157.99 $23K - $38.5K	13.7K $2.16M
RTX	291 + 0.61%	$113.75 - $148.48 $33.1K - $43.2K	47.7K $6.97M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDT	32.1K New	$80.68 - $88.86 $2.59M - $2.85M	32.1K $2.8M
GPS	119K New	N/A	119K $2.4M
TSM	4.22K New	$141.37 - $228.57 $597K - $965K	4.22K $956K
DIS	2.18K New	$81.72 - $124.01 $178K - $271K	2.18K $270K
ETN	752 New	$246.52 - $356.99 $185K - $268K	752 $268K
AXON	308 New	$497.13 - $827.94 $153K - $255K	308 $255K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRK	-14K - 22.23%	$73.47 - $87.12 $1.03M - $1.22M	49.1K $3.89M
CMCSA	-28.5K - 12.85%	$32.84 - $36.72 $936K - $1.05M	193K $6.9M
SWK	-7.04K - 8.87%	$55.86 - $76.98 $393K - $542K	72.3K $4.9M
PFE	-21.6K - 8.56%	$21.59 - $24.84 $466K - $536K	231K $5.59M
ABT	-6.82K - 11.63%	$123.95 - $138.08 $845K - $942K	51.8K $7.05M
CSCO	-21.5K - 20.01%	$53.19 - $69.38 $1.14M - $1.49M	86K $5.96M

Activity Summary All Purchases 60 New Holdings 9 Increased Positions 51 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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