Monterey Private Wealth, Inc. Portfolio Holdings
Monterey Private Wealth, Inc.
- $293 Million
- Q3 2024
Monterey Private Wealth, Inc. has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $293 Million distributed in 124 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 $49.2M, Vanguard Ftse Developed Market with a value of $33.9M, Berkshire Hathaway Inc Class B with a value of $21M, Apple Inc. with a value of $18.1M, and Vanguard Small Cap ETF with a value of $14.9M.
Examining the 13F form we can see an increase of $25.8M in the current position value, from $267M to 293M.
Below you can find more details about Monterey Private Wealth, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$293 Million
ETFs: $201 Million
Technology: $29.9 Million
Financial Services: $27.9 Million
Consumer Cyclical: $7.68 Million
Communication Services: $7.04 Million
Consumer Defensive: $6.57 Million
Healthcare: $4.15 Million
Industrials: $3.22 Million
Other: $4.2 Million