Monte Financial Group, LLC Incresed Positions in Q1 2025

Monte Financial Group, LLC

  • $248 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVY
Avery Dennison Corp

Industrials
16.6K
+ 291.55%
$174.58 - $195.91 $2.89M - $3.24M
22.2K $3.96M
UPS
United Parcel Service Inc

Industrials
23.8K
+ 82.5%
$109.66 - $136.26 $2.61M - $3.24M
52.6K $5.78M
PPG
Ppg Industries Inc

Basic Materials
12.5K
+ 45.2%
$107.44 - $124.29 $1.34M - $1.56M
40.2K $4.4M
SWK
Stanley Black & Decker, Inc.

Industrials
16.7K
+ 26.59%
$76.43 - $90.41 $1.27M - $1.51M
79.4K $6.1M
EOG
Eog Resources Inc

Energy
5.59K
+ 12.25%
$120.54 - $138.05 $674K - $772K
51.2K $6.57M
RTX
Raytheon Technologies Corp

Industrials
610
+ 1.3%
$114.1 - $135.66 $69.6K - $82.8K
47.4K $6.28M
PFE
Pfizer Inc

Healthcare
43.7K
+ 21.0%
$25.01 - $27.13 $1.09M - $1.19M
252K $6.39M
JNJ
Johnson & Johnson

Healthcare
464
+ 1.28%
$142.06 - $167.7 $65.9K - $77.8K
36.6K $6.08M
CPB
Campbell Soup CO

Consumer Defensive
24.9K
+ 19.99%
$37.29 - $42.04 $928K - $1.05M
149K $5.96M
CDNS
Cadence Design Systems Inc

Technology
2.75K
+ 155.78%
$233.96 - $324.52 $644K - $893K
4.52K $1.15M
AMZN
Amazon Com Inc

Consumer Cyclical
2.82K
+ 151.99%
$190.26 - $242.06 $537K - $684K
4.68K $890K
GRMN
Garmin LTD

Technology
558
+ 1.98%
$204.55 - $241.93 $114K - $135K
28.8K $6.24M
OMC
Omnicom Group Inc.

Communication Services
7.14K
+ 12.23%
$79.43 - $88.34 $567K - $630K
65.5K $5.43M
WSO
Watsco Inc

Industrials
77
+ 0.77%
$463.86 - $530.75 $35.7K - $40.9K
10K $5.1M
CMCSA
Comcast Corp

Communication Services
13.6K
+ 6.51%
$33.19 - $38.23 $450K - $518K
222K $8.18M
TREX
Trex CO Inc

Industrials
8.03K
+ 52.13%
$54.0 - $74.44 $434K - $598K
23.4K $1.36M
ADP
Automatic Data Processing Inc

Industrials
235
+ 1.39%
$286.85 - $318.64 $67.4K - $74.9K
17.1K $5.23M
PH
Parker Hannifin Corp

Industrials
524
+ 24.23%
$591.65 - $707.05 $310K - $370K
2.69K $1.63M
BRO
Brown & Brown, Inc.

Financial Services
170
+ 1.66%
$100.54 - $124.4 $17.1K - $21.1K
10.4K $1.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
34
+ 4.2%
$1187.71 - $1432.58 $40.4K - $48.7K
843 $1.21M
MRK
Merck & Co., Inc.

Healthcare
8.51K
+ 15.57%
$83.01 - $101.02 $706K - $859K
63.1K $5.67M
SYK
Stryker Corp

Healthcare
451
+ 14.83%
$355.18 - $399.9 $160K - $180K
3.49K $1.3M
DELL
Dell Technologies Inc.

Technology
15.2K
+ 30.53%
$90.34 - $124.66 $1.37M - $1.9M
65.1K $5.93M
TMO
Thermo Fisher Scientific Inc.

Healthcare
475
+ 20.93%
$497.6 - $606.74 $236K - $288K
2.75K $1.37M
CB
Chubb LTD

Financial Services
83
+ 1.62%
$257.71 - $301.99 $21.4K - $25.1K
5.2K $1.57M
MCO
Moodys Corp

Financial Services
384
+ 13.26%
$437.8 - $527.48 $168K - $203K
3.28K $1.53M
DECK
Deckers Outdoor Corp

Consumer Cyclical
6.54K
+ 101.89%
$111.56 - $223.11 $729K - $1.46M
13K $1.45M
JPM
Jpmorgan Chase & CO

Financial Services
357
+ 4.35%
$225.19 - $279.95 $80.4K - $99.9K
8.56K $2.1M
GNRC
Generac Holdings Inc.

Industrials
3.05K
+ 33.89%
$126.65 - $164.06 $386K - $500K
12K $1.52M
KLAC
Kla Corp

Technology
53
+ 2.79%
$636.62 - $777.63 $33.7K - $41.2K
1.95K $1.33M
GE
General Electric CO

Industrials
15
+ 0.4%
$168.59 - $212.13 $2.53K - $3.18K
3.73K $746K
UNH
Unitedhealth Group Inc

Healthcare
39
+ 0.89%
$461.52 - $548.18 $18K - $21.4K
4.41K $2.31M
TGT
Target Corp

Consumer Defensive
16.9K
+ 31.0%
$103.65 - $142.5 $1.75M - $2.4M
71.3K $7.44M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
740
+ 22.73%
$66.3 - $74.17 $49.1K - $54.9K
4K $277K
TJX
Tjx Companies Inc

Consumer Cyclical
287
+ 3.36%
$112.81 - $126.16 $32.4K - $36.2K
8.83K $1.07M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
247
+ 21.67%
$161.27 - $192.3 $39.8K - $47.5K
1.39K $223K
Linde PLC
43
+ 1.76%
N/A
2.49K $0
Ge Vernova Inc
3
+ 0.32%
N/A
929 $0
NVDA
Nvidia Corp

Technology
2.59K
+ 23.88%
$106.98 - $149.43 $277K - $387K
13.4K $1.46M
TT
Trane Technologies PLC

Industrials
273
+ 9.15%
$332.0 - $400.86 $90.6K - $109K
3.26K $1.1M
APH
Amphenol Corp

Technology
841
+ 4.53%
$61.62 - $78.55 $51.8K - $66.1K
19.4K $1.27M
GOOGL
Alphabet Inc.

Communication Services
251
+ 3.91%
$154.33 - $206.19 $38.7K - $51.8K
6.67K $1.03M
HD
Home Depot, Inc.

Consumer Cyclical
567
+ 3.1%
$347.25 - $424.87 $197K - $241K
18.9K $6.92M
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.62%
$222.15 - $428.22 $2.22K - $4.28K
1.63K $422K
MSFT
Microsoft Corp

Technology
209
+ 2.54%
$375.39 - $447.2 $78.5K - $93.5K
8.44K $3.17M
RF
Regions Financial Corp

Financial Services
2.99K
+ 1.26%
$20.84 - $24.77 $62.3K - $74.1K
240K $5.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
409
+ 8.53%
$283.06 - $421.16 $116K - $172K
5.2K $1.47M
Activity Summary
Buys All Purchases 54 New Holdings 6 Increased Positions 48 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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