Monterey Private Wealth, Inc. Purchases in Q1 2025

Monterey Private Wealth, Inc.

Stock	Shares change	Price Range	Shares Held
WMT Walmart Inc. Consumer Defensive	2 + 0.05%	$84.5 - $105.05 $169 - $210	4.27K $374K
LOW Lowes Companies Inc Consumer Cyclical	4 + 0.34%	$222.66 - $268.42 $891 - $1.07K	1.16K $271K
IJH Ishares Core S&P Mid Cap ETF ETFs	24 + 0.49%	$57.21 - $65.8 $1.37K - $1.58K	4.93K $287K
JOBY Joby Aviation, Inc. Industrials	1.19K + 9.48%	$5.99 - $10.27 $7.11K - $12.2K	13.7K $82K
CAT Caterpillar Inc Industrials	1 + 0.14%	$326.75 - $407.63 $327 - $408	728 $240K
IJR Ishares Core S&P Sm Cap ETF ETFs	3 + 0.12%	$102.49 - $119.96 $307 - $360	2.43K $253K
VT Vanguard Total World Stk Index ETFs	45 + 0.17%	$115.08 - $123.97 $5.18K - $5.58K	27.3K $3.16M
DFAC Dimensional ETF Tr U S Core Eq ETFs	31 + 0.12%	$32.42 - $36.13 $1.01K - $1.12K	26.9K $888K
AXP American Express CO Financial Services	2 + 0.13%	$255.39 - $325.87 $511 - $652	1.57K $422K
SQ Block, Inc. Technology	1 + 0.02%	$54.04 - $92.95 $54 - $93	4.04K $231K
AVGO Broadcom Inc. Technology	48 + 1.76%	$167.43 - $244.7 $8.04K - $11.7K	2.78K $465K
AMZN Amazon Com Inc Consumer Cyclical	163 + 1.26%	$190.26 - $242.06 $31K - $39.5K	13.1K $2.49M
GOOG Alphabet Inc. Communication Services	177 + 1.52%	$156.06 - $207.71 $27.6K - $36.8K	11.8K $1.85M
QQQ Invesco Qqq Trust, Series 1 ETFs	392 + 2.68%	$468.34 - $539.52 $184K - $211K	15K $7.05M
VB Vanguard Small Cap ETF ETFs	2.97K + 4.45%	$217.89 - $252.64 $646K - $749K	69.6K $15.4M
MSFT Microsoft Corp Technology	102 + 0.69%	$375.39 - $447.2 $38.3K - $45.6K	14.8K $5.57M

Get notified when there are updates to the investment portfolio of Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

Stay updated on Monterey Private Wealth, Inc. with notifications on news.