Monte Financial Group, LLC Portfolio Holdings
Monte Financial Group, LLC
- $248 Million
- Q1 2025
Monte Financial Group, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $248 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Comcast Corp with a value of $8.18M, Wells Fargo & Company with a value of $7.81M, Abbott Laboratories with a value of $7.78M, Target Corp with a value of $7.44M, and Hershey CO with a value of $7.03M.
Examining the 13F form we can see an increase of $15.1M in the current position value, from $232M to 248M.
Below you can find more details about Monte Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$248 Million
Technology: $41.5 Million
Industrials: $40.5 Million
Financial Services: $39.6 Million
Healthcare: $38.5 Million
Consumer Defensive: $20.4 Million
Consumer Cyclical: $19.5 Million
Energy: $16.8 Million
Communication Services: $15.7 Million
Other: $15.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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