Monterey Private Wealth, Inc. Portfolio Holdings
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
Monterey Private Wealth, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $338 Million distributed in 138 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 $52.9M, Vanguard Ftse Developed Market with a value of $38.6M, Berkshire Hathaway Inc with a value of $33.5M, Berkshire Hathaway Inc Class B with a value of $19.8M, and Apple Inc. with a value of $17.4M.
Examining the 13F form we can see an increase of $35M in the current position value, from $303M to 338M.
Below you can find more details about Monterey Private Wealth, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$338 Million
ETFs: $214 Million
Financial Services: $62.2 Million
Technology: $27.8 Million
Consumer Cyclical: $7.61 Million
Communication Services: $7.48 Million
Consumer Defensive: $6.54 Million
Healthcare: $3.74 Million
Industrials: $3.16 Million
Other: $4.41 Million