Monte Financial Group, LLC Diversified Active

CIK: 0001755651 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Oct 16, 2018

Total Value ($000): $95,847 (100.0% shares, 0.0% debt)

Holdings (73)

BA Boeing Co 4.1%
Value ($000) $3,891 Shares 11,868 Est. Cost $257.40 Unrealized +25.4%
INTC Intel Corp 3.8%
Value ($000) $3,659 Shares 70,264 Est. Cost $36.55 Unrealized +9.6%
Target Corp 3.6%
Value ($000) $3,462 Shares 49,862 Est. Cost $65.32 Unrealized
IBM Intl Business Machines 3.6%
Value ($000) $3,414 Shares 22,252 Est. Cost $102.33 Unrealized +4.9%
CVS CVS Health Corp 3.5%
Value ($000) $3,355 Shares 53,935 Est. Cost $56.11 Unrealized -0.5%
Cisco Systems Inc 3.5%
Value ($000) $3,309 Shares 77,156 Est. Cost $38.30 Unrealized
Exxon Mobil Corp 3.2%
Value ($000) $3,075 Shares 41,210 Est. Cost $82.03 Unrealized
Nordstrom Inc 3.2%
Value ($000) $3,073 Shares 63,468 Est. Cost $47.38 Unrealized
MSFT Microsoft Corp 3.2%
Value ($000) $3,031 Shares 33,214 Est. Cost $75.26 Unrealized +12.0%
Verizon Communications Inc 3.1%
Value ($000) $3,008 Shares 62,894 Est. Cost $52.81 Unrealized
GILD Gilead Sciences Inc 3.0%
Value ($000) $2,842 Shares 37,692 Est. Cost $56.02 Unrealized +5.2%
SO Southern Co 2.9%
Value ($000) $2,744 Shares 61,435 Est. Cost $35.50 Unrealized -9.4%
CAT Caterpillar Inc 2.7%
Value ($000) $2,599 Shares 17,633 Est. Cost $116.31 Unrealized +14.4%
DOV Dover Corp 2.7%
Value ($000) $2,591 Shares 26,381 Est. Cost $68.12 Unrealized +6.4%
IP International Paper Co 2.7%
Value ($000) $2,555 Shares 47,811 Est. Cost $37.86 Unrealized +3.6%
JPMorgan Chase & Co 2.6%
Value ($000) $2,500 Shares 22,732 Est. Cost $106.94 Unrealized
UPS United Parcel Service Inc Cl B 2.5%
Value ($000) $2,415 Shares 23,078 Est. Cost $86.04 Unrealized -0.7%
Merck & Co Inc 2.5%
Value ($000) $2,401 Shares 44,088 Est. Cost $54.73 Unrealized
Valero Energy Corp 2.5%
Value ($000) $2,392 Shares 25,785 Est. Cost $91.91 Unrealized
AMGN Amgen Inc 2.5%
Value ($000) $2,359 Shares 13,836 Est. Cost $138.74 Unrealized +4.1%
United Technologies Corp 2.5%
Value ($000) $2,350 Shares 18,677 Est. Cost $127.55 Unrealized
VFC VF Corp 2.4%
Value ($000) $2,310 Shares 31,165 Est. Cost $66.06 Unrealized +9.5%
NUE Nucor Corp 2.4%
Value ($000) $2,303 Shares 37,697 Est. Cost $48.98 Unrealized +13.9%
ConocoPhillips 2.4%
Value ($000) $2,280 Shares 38,456 Est. Cost $54.89 Unrealized
SLB Schlumberger Ltd 2.2%
Value ($000) $2,076 Shares 32,047 Est. Cost $55.74 Unrealized 0.0%
KO Coca-Cola Co 2.1%
Value ($000) $2,002 Shares 46,092 Est. Cost $35.63 Unrealized -1.6%
Dominion Resources Inc VA New 2.0%
Value ($000) $1,955 Shares 28,991 Est. Cost $78.66 Unrealized
JNJ Johnson & Johnson 2.0%
Value ($000) $1,880 Shares 14,672 Est. Cost $110.98 Unrealized -2.4%
AAPL Apple Inc 1.7%
Value ($000) $1,660 Shares 9,892 Est. Cost $39.08 Unrealized +3.4%
Comcast Corp Cl A 1.3%
Value ($000) $1,285 Shares 37,597 Est. Cost $40.06 Unrealized
AT&T Inc 1.3%
Value ($000) $1,277 Shares 35,815 Est. Cost $38.87 Unrealized
TXN Texas Instruments Inc 1.3%
Value ($000) $1,275 Shares 12,268 Est. Cost $77.65 Unrealized +11.8%
CVX Chevron Corp 1.0%
Value ($000) $960 Shares 8,421 Est. Cost $83.55 Unrealized +1.8%
PFE Pfizer Inc 0.8%
Value ($000) $769 Shares 21,672 Est. Cost $23.80 Unrealized +1.8%
AXP American Express Co 0.6%
Value ($000) $599 Shares 6,422 Est. Cost $85.24 Unrealized +2.1%
DIS Disney Walt Co Disney 0.6%
Value ($000) $584 Shares 5,816 Est. Cost $97.30 Unrealized +3.8%
Blackberry Ltd 0.6%
Value ($000) $578 Shares 50,250 Est. Cost $11.18 Unrealized
RL Ralph Lauren Corp Cl A 0.6%
Value ($000) $571 Shares 5,109 Est. Cost $78.67 Unrealized +17.8%
NKE Nike Inc Cl B 0.5%
Value ($000) $498 Shares 7,498 Est. Cost $51.78 Unrealized +15.2%
General Electric Co 0.5%
Value ($000) $483 Shares 35,849 Est. Cost $17.38 Unrealized
Chubb Limited 0.5%
Value ($000) $456 Shares 3,331 Est. Cost $143.29 Unrealized
RMD ResMed Inc 0.5%
Value ($000) $441 Shares 4,480 Est. Cost $76.27 Unrealized +14.8%
Alphabet Inc Cap Stock Cl C 0.4%
Value ($000) $418 Shares 405 Est. Cost $1046.71 Unrealized
BAX Baxter Intl Inc 0.4%
Value ($000) $413 Shares 6,347 Est. Cost $55.78 Unrealized +5.6%
Vectren Corp 0.4%
Value ($000) $384 Shares 6,000 Est. Cost $65.00 Unrealized
PPG PPG Industries Inc 0.4%
Value ($000) $376 Shares 3,371 Est. Cost $99.04 Unrealized +0.5%
PG Procter And Gamble Co 0.4%
Value ($000) $363 Shares 4,578 Est. Cost $72.65 Unrealized -6.6%
PSX Phillips 66 0.4%
Value ($000) $339 Shares 3,534 Est. Cost $69.39 Unrealized +3.0%
USB US Bancorp Del 0.3%
Value ($000) $316 Shares 6,267 Est. Cost $39.05 Unrealized +2.2%
WAT Waters Corp 0.3%
Value ($000) $314 Shares 1,580 Est. Cost $193.09 Unrealized +7.1%
Alphabet Inc Cap Stock Cl A 0.3%
Value ($000) $312 Shares 301 Est. Cost $1054.37 Unrealized
UnitedHealth Group Inc 0.3%
Value ($000) $305 Shares 1,426 Est. Cost $213.88 Unrealized
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $304 Shares 4,361 Est. Cost $69.71 Unrealized
Facebook Inc Cl A 0.3%
Value ($000) $304 Shares 1,900 Est. Cost $176.40 Unrealized
ROP Roper Technologies Inc 0.3%
Value ($000) $303 Shares 1,080 Est. Cost $244.69 Unrealized +7.6%
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $299 Shares 1 Est. Cost $284799.47 Unrealized +8.2%
ABT Abbott Laboratories 0.3%
Value ($000) $294 Shares 4,900 Est. Cost $48.12 Unrealized +9.3%
PH Parker Hannifin Corp 0.3%
Value ($000) $292 Shares 1,710 Est. Cost $168.05 Unrealized 0.0%
MAS Masco Corp 0.3%
Value ($000) $284 Shares 7,021 Est. Cost $36.17 Unrealized +4.9%
Oracle Corp 0.3%
Value ($000) $281 Shares 6,144 Est. Cost $47.18 Unrealized
Cerner Corp 0.3%
Value ($000) $273 Shares 4,706 Est. Cost $66.75 Unrealized
PEP PepsiCo Inc 0.3%
Value ($000) $267 Shares 2,450 Est. Cost $88.99 Unrealized +0.3%
Visa Inc Cl A 0.3%
Value ($000) $265 Shares 2,216 Est. Cost $114.30 Unrealized
AVY Avery Dennison Corp 0.3%
Value ($000) $247 Shares 2,327 Est. Cost $94.01 Unrealized +7.0%
EMR Emerson Electric Co 0.2%
Value ($000) $239 Shares 3,500 Est. Cost $53.28 Unrealized +10.7%
Paypal Holdings Inc 0.2%
Value ($000) $231 Shares 3,046 Est. Cost $75.84 Unrealized
3M Co 0.2%
Value ($000) $221 Shares 1,009 Est. Cost $235.20 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $220 Shares 1,368 Est. Cost $139.59 Unrealized +5.9%
BRK/B Berkshire Hathaway Inc Cl B 0.2%
Value ($000) $213 Shares 1,068 Est. Cost $189.88 Unrealized +8.1%
ECL Ecolab Inc 0.2%
Value ($000) $209 Shares 1,528 Est. Cost $123.54 Unrealized 0.0%
DE Deere & Co 0.2%
Value ($000) $206 Shares 1,325 Est. Cost $123.74 Unrealized +16.4%
LYG Lloyds Banking Group PLC Sp ADR 0.1%
Value ($000) $48 Shares 12,975 Est. Cost $3.75 Unrealized
KKPNY Royal KPN NV Sp ADR 0.0%
Value ($000) $40 Shares 13,393 Est. Cost $3.52 Unrealized