Mont Vue Capital Management, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $21.5B, Ishares Tr with a value of $16.2B, Vanguard Total Stock Market Et with a value of $15.1B, Vanguard Star Fd Vanguard Tota with a value of $8.47B, and Technology Sector Spdr with a value of $8.1B.

Examining the 13F form we can see an decrease of $6.16B in the current position value, from $131B to 125B.

Mont Vue Capital Management, Inc. is based out at Lynchburg, VA

Below you can find more details about Mont Vue Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $119 Billion
Financial Services: $1.5 Billion
Technology: $1.35 Billion
Communication Services: $774 Million
Consumer Cyclical: $512 Million
Energy: $373 Million
Industrials: $215 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $125 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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