Monte Financial Group, LLC Diversified Active

CIK: 0001755651 · Show all filings

Period: Q4 2017 (Next →)

Filing Date: Oct 16, 2018

Total Value ($000): $98,512 (100.0% shares, 0.0% debt)

Holdings (73)

BA Boeing Co 4.3%
Value ($000) $4,218 Shares 14,304 Est. Cost $257.40 Unrealized 0.0%
IBM Intl Business Machines 3.3%
Value ($000) $3,268 Shares 21,303 Est. Cost $102.11 Unrealized 0.0%
INTC Intel Corp 3.3%
Value ($000) $3,262 Shares 70,660 Est. Cost $36.55 Unrealized 0.0%
Cisco Systems Inc 3.3%
Value ($000) $3,261 Shares 85,135 Est. Cost $38.30 Unrealized
Verizon Communications Inc 3.3%
Value ($000) $3,253 Shares 61,463 Est. Cost $52.93 Unrealized
MSFT Microsoft Corp 3.3%
Value ($000) $3,247 Shares 37,961 Est. Cost $75.26 Unrealized 0.0%
Target Corp 3.3%
Value ($000) $3,203 Shares 49,088 Est. Cost $65.25 Unrealized
Nordstrom Inc 3.2%
Value ($000) $3,167 Shares 66,840 Est. Cost $47.38 Unrealized
Valero Energy Corp 3.1%
Value ($000) $3,013 Shares 32,782 Est. Cost $91.91 Unrealized
CAT Caterpillar Inc 3.0%
Value ($000) $2,994 Shares 19,001 Est. Cost $116.31 Unrealized 0.0%
Exxon Mobil Corp 2.9%
Value ($000) $2,827 Shares 33,794 Est. Cost $83.65 Unrealized
TPR Tapestry Inc 2.7%
Value ($000) $2,690 Shares 60,823 Est. Cost $32.95 Unrealized 0.0%
DOV Dover Corp 2.7%
Value ($000) $2,648 Shares 26,217 Est. Cost $68.12 Unrealized 0.0%
CVS CVS Health Corp 2.7%
Value ($000) $2,641 Shares 36,431 Est. Cost $56.24 Unrealized 0.0%
GILD Gilead Sciences Inc 2.6%
Value ($000) $2,589 Shares 36,134 Est. Cost $55.90 Unrealized 0.0%
United Technologies Corp 2.5%
Value ($000) $2,490 Shares 19,522 Est. Cost $127.55 Unrealized
JPMorgan Chase & Co 2.5%
Value ($000) $2,453 Shares 22,939 Est. Cost $106.94 Unrealized
VFC VF Corp 2.5%
Value ($000) $2,439 Shares 32,963 Est. Cost $66.06 Unrealized 0.0%
NUE Nucor Corp 2.5%
Value ($000) $2,429 Shares 38,211 Est. Cost $48.98 Unrealized 0.0%
ConocoPhillips 2.4%
Value ($000) $2,395 Shares 43,636 Est. Cost $54.89 Unrealized
IP International Paper Co 2.4%
Value ($000) $2,317 Shares 39,989 Est. Cost $37.59 Unrealized 0.0%
SO Southern Co 2.3%
Value ($000) $2,296 Shares 47,749 Est. Cost $36.45 Unrealized 0.0%
RL Ralph Lauren Corp Cl A 2.3%
Value ($000) $2,293 Shares 22,112 Est. Cost $78.67 Unrealized 0.0%
JNJ Johnson & Johnson 2.3%
Value ($000) $2,238 Shares 16,015 Est. Cost $110.98 Unrealized 0.0%
PG Procter And Gamble Co 2.2%
Value ($000) $2,212 Shares 24,076 Est. Cost $72.65 Unrealized 0.0%
KO Coca-Cola Co 2.2%
Value ($000) $2,205 Shares 48,055 Est. Cost $35.63 Unrealized 0.0%
AMGN Amgen Inc 2.2%
Value ($000) $2,200 Shares 12,649 Est. Cost $138.21 Unrealized 0.0%
UPS United Parcel Service Inc Cl B 2.0%
Value ($000) $1,971 Shares 16,539 Est. Cost $86.27 Unrealized 0.0%
Dominion Resources Inc VA New 2.0%
Value ($000) $1,937 Shares 23,897 Est. Cost $81.06 Unrealized
AAPL Apple Inc 1.7%
Value ($000) $1,691 Shares 9,992 Est. Cost $39.08 Unrealized 0.0%
Comcast Corp Cl A 1.6%
Value ($000) $1,529 Shares 38,166 Est. Cost $40.06 Unrealized
AT&T Inc 1.4%
Value ($000) $1,396 Shares 35,914 Est. Cost $38.87 Unrealized
TXN Texas Instruments Inc 1.4%
Value ($000) $1,387 Shares 13,284 Est. Cost $77.65 Unrealized 0.0%
CVX Chevron Corp 1.1%
Value ($000) $1,047 Shares 8,364 Est. Cost $83.55 Unrealized 0.0%
PFE Pfizer Inc 0.8%
Value ($000) $789 Shares 21,772 Est. Cost $23.80 Unrealized 0.0%
AXP American Express Co 0.7%
Value ($000) $648 Shares 6,521 Est. Cost $85.24 Unrealized 0.0%
DIS Disney Walt Co Disney 0.6%
Value ($000) $620 Shares 5,763 Est. Cost $97.30 Unrealized 0.0%
General Electric Co 0.6%
Value ($000) $613 Shares 35,111 Est. Cost $17.46 Unrealized
Facebook Inc Cl A 0.6%
Value ($000) $586 Shares 3,322 Est. Cost $176.40 Unrealized
Blackberry Ltd 0.5%
Value ($000) $539 Shares 48,250 Est. Cost $11.17 Unrealized
Alphabet Inc Cap Stock Cl C 0.5%
Value ($000) $493 Shares 471 Est. Cost $1046.71 Unrealized
NKE Nike Inc Cl B 0.5%
Value ($000) $487 Shares 7,784 Est. Cost $51.78 Unrealized 0.0%
BAX Baxter Intl Inc 0.4%
Value ($000) $428 Shares 6,616 Est. Cost $55.78 Unrealized 0.0%
RMD ResMed Inc 0.4%
Value ($000) $391 Shares 4,613 Est. Cost $76.27 Unrealized 0.0%
Vectren Corp 0.4%
Value ($000) $390 Shares 6,000 Est. Cost $65.00 Unrealized
ROP Roper Technologies Inc 0.4%
Value ($000) $388 Shares 1,500 Est. Cost $244.69 Unrealized 0.0%
PPG PPG Industries Inc 0.4%
Value ($000) $375 Shares 3,210 Est. Cost $99.02 Unrealized 0.0%
Merck & Co Inc 0.4%
Value ($000) $368 Shares 6,537 Est. Cost $56.29 Unrealized
Chubb Limited 0.3%
Value ($000) $340 Shares 2,328 Est. Cost $146.05 Unrealized
PSX Phillips 66 0.3%
Value ($000) $340 Shares 3,363 Est. Cost $69.29 Unrealized 0.0%
USB US Bancorp Del 0.3%
Value ($000) $335 Shares 6,247 Est. Cost $39.05 Unrealized 0.0%
WAT Waters Corp 0.3%
Value ($000) $315 Shares 1,630 Est. Cost $193.09 Unrealized 0.0%
Alphabet Inc Cap Stock Cl A 0.3%
Value ($000) $307 Shares 291 Est. Cost $1054.98 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $298 Shares 1 Est. Cost $284799.47 Unrealized 0.0%
PEP PepsiCo Inc 0.3%
Value ($000) $294 Shares 2,450 Est. Cost $88.99 Unrealized 0.0%
3M Co 0.3%
Value ($000) $294 Shares 1,250 Est. Cost $235.20 Unrealized
Cerner Corp 0.3%
Value ($000) $294 Shares 4,359 Est. Cost $67.45 Unrealized
WFC Wells Fargo & Co 0.3%
Value ($000) $280 Shares 4,613 Est. Cost $45.09 Unrealized 0.0%
ABT Abbott Laboratories 0.3%
Value ($000) $280 Shares 4,900 Est. Cost $48.12 Unrealized 0.0%
Oracle Corp 0.3%
Value ($000) $276 Shares 5,841 Est. Cost $47.25 Unrealized
Anheuser-Busch InBev SA NV Sp ADR 0.3%
Value ($000) $268 Shares 2,400 Est. Cost $111.67 Unrealized
MAS Masco Corp 0.3%
Value ($000) $255 Shares 5,799 Est. Cost $35.80 Unrealized 0.0%
AVY Avery Dennison Corp 0.3%
Value ($000) $250 Shares 2,177 Est. Cost $93.55 Unrealized 0.0%
Enbridge Inc 0.3%
Value ($000) $248 Shares 6,334 Est. Cost $39.15 Unrealized
EMR Emerson Electric Co 0.2%
Value ($000) $244 Shares 3,500 Est. Cost $53.28 Unrealized 0.0%
MCD McDonalds Corp 0.2%
Value ($000) $244 Shares 1,415 Est. Cost $138.65 Unrealized 0.0%
Visa Inc Cl A 0.2%
Value ($000) $243 Shares 2,130 Est. Cost $114.08 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $213 Shares 1,375 Est. Cost $139.59 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc Cl B 0.2%
Value ($000) $212 Shares 1,068 Est. Cost $189.88 Unrealized 0.0%
DE Deere & Co 0.2%
Value ($000) $207 Shares 1,325 Est. Cost $123.74 Unrealized 0.0%
LYG Lloyds Banking Group PLC Sp ADR 0.1%
Value ($000) $56 Shares 14,919 Est. Cost $3.75 Unrealized
KKPNY Royal KPN NV Sp ADR 0.1%
Value ($000) $52 Shares 14,771 Est. Cost $3.52 Unrealized
CRRFY Carrefour SA Sp ADR 0.0%
Value ($000) $46 Shares 10,526 Est. Cost $4.37 Unrealized