Monterey Private Wealth, Inc. New Holdings in Q3 2024

Monterey Private Wealth, Inc.

Stock	Shares change	Price Range	Shares Held
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	30.8K New	$19.2 - $19.82 $591K - $610K	30.8K $607K
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	25.1K New	$19.92 - $20.67 $499K - $518K	25.1K $515K
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	20.1K New	$19.2 - $19.63 $385K - $394K	20.1K $392K
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	17.7K New	$20.47 - $20.71 $363K - $367K	17.7K $366K
BSCU Invesco Exc Self Ind Tr ETFs	15.8K New	$16.19 - $17.05 $256K - $270K	15.8K $268K
BSCT Invesco Index Fd Tr Bulletshar ETFs	13.8K New	$18.12 - $18.92 $250K - $261K	13.8K $259K
VHT Vanguard Health Care ETF ETFs	890 New	$261.88 - $288.1 $233K - $256K	890 $251K
VGT Vanguard Information Technolog ETFs	418 New	$514.43 - $606.85 $215K - $254K	418 $245K
JMST Jp Morgan Ultra Short Mun Inco ETFs	4.62K New	$50.61 - $50.96 $234K - $235K	4.62K $235K
ADP Automatic Data Processing Inc Industrials	831 New	$233.44 - $279.45 $194K - $232K	831 $229K
IWR Ishares Russell Mid Cap ETF ETFs	2.46K New	$79.92 - $88.19 $197K - $217K	2.46K $216K
FVD First Tr Value Line Divid Inde ETFs	4.63K New	$40.45 - $45.49 $187K - $210K	4.63K $210K

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