Monte Financial Group, LLC Portfolio Holdings
Monte Financial Group, LLC
- $238 Million
- Q3 2024
Monte Financial Group, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $238 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Comcast Corp with a value of $8.67M, Target Corp with a value of $7.94M, Home Depot, Inc. with a value of $7.53M, Wells Fargo & Company with a value of $7.17M, and Abbott Laboratories with a value of $6.82M.
Examining the 13F form we can see an increase of $12.5M in the current position value, from $225M to 238M.
Below you can find more details about Monte Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$238 Million
Technology: $41.9 Million
Industrials: $37.7 Million
Financial Services: $36.9 Million
Healthcare: $36.1 Million
Consumer Defensive: $23.7 Million
Consumer Cyclical: $18.2 Million
Communication Services: $17.1 Million
Energy: $12.1 Million
Other: $14.2 Million