Monterey Private Wealth, Inc. Purchases and Sells in Q1 2025

Monterey Private Wealth, Inc.

$338 Million
Q1 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	42.9K + 5.99%	$47.4 - $52.99 $2.03M - $2.27M	759K $38.6M
JEPI	15.6K + 28.23%	$56.17 - $59.71 $875K - $930K	70.8K $4.04M
VEU	2.86K + 1.98%	$56.51 - $62.98 $162K - $180K	147K $8.92M
JEPQ	12.9K + 32.92%	$51.45 - $58.51 $664K - $755K	52.1K $2.7M
DGRW	7.8K + 6.15%	$78.0 - $84.37 $609K - $658K	135K $10.8M
VTI	11.5K + 6.34%	$271.18 - $303.12 $3.11M - $3.48M	192K $52.9M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	42 New	$663000.0 - $801950.0 $27.8M - $33.7M	42 $33.5M
PCG	26.3K New	$15.16 - $20.4 $399K - $537K	26.3K $452K
EFG	2.45K New	$96.1 - $106.37 $235K - $261K	2.45K $244K
PLTR	2.69K New	$64.98 - $124.62 $175K - $335K	2.69K $227K
DNL	5.94K New	$35.56 - $38.21 $211K - $227K	5.94K $211K
TRV	772 New	$232.43 - $265.13 $179K - $205K	772 $204K

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-335 - 0.43%	$209.68 - $247.1 $70.2K - $82.8K	78.1K $17.4M
TSLA	-472 - 3.86%	$222.15 - $428.22 $105K - $202K	11.8K $3.05M
VOO	-444 - 3.56%	$507.05 - $563.67 $225K - $250K	12K $6.19M
NVDA	-23 - 0.12%	$106.98 - $149.43 $2.46K - $3.44K	19K $2.06M
ESGV	-457 - 1.02%	$96.93 - $109.51 $44.3K - $50K	44.5K $4.36M
IWM	-700 - 18.63%	$198.1 - $229.79 $139K - $161K	3.06K $609K

Activity Summary All Purchases 66 New Holdings 11 Increased Positions 55 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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