Monterey Private Wealth, Inc. Purchases in Q4 2024

Monterey Private Wealth, Inc.

  • $303 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.88K
+ 20.88%
$18.28 - $18.87 $52.6K - $54.3K
16.7K $305K
PL
Planet Labs Pbc

Industrials
10K
New
$2.1 - $4.52 $21K - $45.2K
10K $40K
IWM
Ishares Russell 2000 ETF

ETFs
135
+ 3.73%
$216.13 - $242.4 $29.2K - $32.7K
3.76K $830K
ABBV
Abb Vie Inc.

Healthcare
405
+ 16.97%
$164.99 - $203.87 $66.8K - $82.6K
2.79K $495K
MCD
Mcdonalds Corp

Consumer Cyclical
152
+ 11.12%
$288.47 - $316.54 $43.8K - $48.1K
1.52K $440K
ADP
Automatic Data Processing Inc

Industrials
22
+ 2.65%
$280.08 - $307.97 $6.16K - $6.78K
853 $249K
UNP
Union Pacific Corp

Industrials
168
+ 14.12%
$223.15 - $249.32 $37.5K - $41.9K
1.36K $309K
CVX
Chevron Corp

Energy
170
+ 3.63%
$141.15 - $162.53 $24K - $27.6K
4.86K $703K
COP
Conocophillips

Energy
364
+ 8.36%
$95.12 - $114.72 $34.6K - $41.8K
4.72K $468K
UNH
Unitedhealth Group Inc

Healthcare
182
+ 17.32%
$485.52 - $625.25 $88.4K - $114K
1.23K $623K
KO
Coca Cola CO

Consumer Defensive
629
+ 18.76%
$61.74 - $71.71 $38.8K - $45.1K
3.98K $247K
USXF
Ishares Esg Advanced Msci Usa

Technology
24
+ 0.35%
$48.45 - $52.57 $1.16K - $1.26K
6.84K $339K
BND
Vanguard Bd Index Fd Inc Total

ETFs
480
+ 5.14%
$71.75 - $75.11 $34.4K - $36.1K
9.82K $706K
IWR
Ishares Russell Mid Cap ETF

ETFs
5
+ 0.2%
$87.25 - $95.52 $436 - $478
2.47K $217K
MRK
Merck & Co., Inc.

Healthcare
1K
+ 14.27%
$96.31 - $114.76 $96.5K - $115K
8.02K $798K
J P Morgan Exchange Traded F
3.66K
New
N/A
3.66K $0
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
28
+ 1.14%
$192.71 - $203.05 $5.4K - $5.69K
2.49K $482K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
9
+ 0.24%
$89.01 - $96.24 $801 - $866
3.84K $344K
ABT
Abbott Laboratories

Healthcare
13
+ 0.39%
$111.93 - $119.39 $1.46K - $1.55K
3.36K $380K
LRCX
Lam Research Corp

Technology
2.72K
+ 1021.8%
$70.05 - $814.09 $190K - $2.21M
2.98K $215K
XLE
Energy Sector Spdr

ETFs
39
+ 1.34%
$83.32 - $97.27 $3.25K - $3.79K
2.95K $252K
RTX
Raytheon Technologies Corp

Industrials
195
+ 4.16%
$114.45 - $127.21 $22.3K - $24.8K
4.88K $564K
BSCU
Invesco Exc Self Ind Tr

ETFs
186
+ 1.18%
$16.32 - $16.99 $3.04K - $3.16K
16K $262K
HD
Home Depot, Inc.

Consumer Cyclical
74
+ 3.39%
$385.02 - $431.37 $28.5K - $31.9K
2.26K $878K
FVD
First Tr Value Line Divid Inde

ETFs
9
+ 0.19%
$43.4 - $46.7 $391 - $420
4.63K $202K
ADBE
Adobe Inc.

Technology
35
+ 8.35%
$437.39 - $552.96 $15.3K - $19.4K
454 $201K
VT
Vanguard Total World Stk Index

ETFs
271
+ 1.01%
$117.09 - $123.07 $31.7K - $33.4K
27.2K $3.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
269
+ 8.1%
$59.25 - $72.99 $15.9K - $19.6K
3.59K $214K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
74
+ 1.39%
$64.62 - $71.43 $4.78K - $5.29K
5.4K $349K
GE
General Electric CO

Industrials
63
+ 2.91%
$159.95 - $194.23 $10.1K - $12.2K
2.23K $371K
LLY
Eli Lilly & CO

Healthcare
61
+ 5.21%
$727.2 - $932.06 $44.4K - $56.9K
1.23K $950K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.09K
+ 1.68%
$80.93 - $85.66 $169K - $179K
127K $10.3M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
146
+ 0.52%
$56.61 - $61.63 $8.27K - $9K
28.4K $1.61M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
329
+ 1.23%
$70.1 - $76.53 $23.1K - $25.2K
27.1K $1.91M
VNQ
Vanguard Specialized Funds Van

ETFs
434
+ 1.77%
$87.85 - $98.6 $38.1K - $42.8K
24.9K $2.22M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.84K
+ 5.02%
$55.45 - $61.08 $324K - $357K
122K $6.78M
VEU
Vanguard Ftse All World Ex Us

ETFs
112
+ 0.08%
$57.29 - $63.1 $6.42K - $7.07K
144K $8.28M
EFA
Ishares Tr Msci Eafe ETF

ETFs
331
+ 0.28%
$75.1 - $82.99 $24.9K - $27.5K
117K $8.87M
Activity Summary
Buys All Purchases 89 New Holdings 20 Increased Positions 69 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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