Monterey Private Wealth, Inc. has filed its 13F form on July 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $267 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $43.4M, Vanguard Ftse Developed Market with a value of $26.7M, Berkshire Hathaway Inc Class B with a value of $18.5M, Apple Inc. with a value of $16.4M, and Vanguard Small Cap ETF with a value of $9.99M.
Examining the 13F form we can see an increase of $18.2M in the current position value, from $249M to 267M.
Below you can find more details about Monterey Private Wealth, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$267 Million
ETFs: $178 Million
Technology: $28.5 Million
Financial Services: $25.2 Million
Communication Services: $9.43 Million
Consumer Cyclical: $6.76 Million
Consumer Defensive: $6.48 Million
Healthcare: $4.39 Million
Energy: $3.87 Million
Other: $4.13 Million
Stock Holdings Table Market Cap. of $200 Billions or more