Monte Financial Group, LLC Diversified Active

CIK: 0001755651 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Oct 16, 2018

Total Value ($000): $98,232 (100.0% shares, 0.0% debt)

Holdings (70)

BA Boeing Co 4.0%
Value ($000) $3,918 Shares 11,679 Est. Cost $257.40 Unrealized +28.3%
Target Corp 3.9%
Value ($000) $3,788 Shares 49,759 Est. Cost $65.32 Unrealized
MSFT Microsoft Corp 3.7%
Value ($000) $3,612 Shares 36,627 Est. Cost $76.61 Unrealized +17.2%
CVS CVS Health Corp 3.4%
Value ($000) $3,319 Shares 51,578 Est. Cost $56.11 Unrealized -7.9%
Nordstrom Inc 3.4%
Value ($000) $3,299 Shares 63,703 Est. Cost $47.38 Unrealized
Exxon Mobil Corp 3.3%
Value ($000) $3,286 Shares 39,718 Est. Cost $82.03 Unrealized
Cisco Systems Inc 3.3%
Value ($000) $3,216 Shares 74,728 Est. Cost $38.30 Unrealized
IBM Intl Business Machines 3.2%
Value ($000) $3,182 Shares 22,775 Est. Cost $102.27 Unrealized -2.3%
Verizon Communications Inc 3.1%
Value ($000) $3,065 Shares 60,917 Est. Cost $52.81 Unrealized
INTC Intel Corp 3.1%
Value ($000) $3,061 Shares 61,587 Est. Cost $36.55 Unrealized +23.2%
Merck & Co Inc 3.0%
Value ($000) $2,931 Shares 48,287 Est. Cost $55.25 Unrealized
KO Coca-Cola Co 2.9%
Value ($000) $2,816 Shares 64,207 Est. Cost $35.18 Unrealized -3.3%
GILD Gilead Sciences Inc 2.9%
Value ($000) $2,803 Shares 39,569 Est. Cost $55.87 Unrealized -5.6%
SO Southern Co 2.7%
Value ($000) $2,635 Shares 56,895 Est. Cost $35.50 Unrealized -7.4%
Dominion Resources Inc VA New 2.6%
Value ($000) $2,597 Shares 38,093 Est. Cost $76.16 Unrealized
AMGN Amgen Inc 2.6%
Value ($000) $2,597 Shares 14,070 Est. Cost $138.77 Unrealized +1.1%
CAT Caterpillar Inc 2.6%
Value ($000) $2,577 Shares 18,998 Est. Cost $117.05 Unrealized +8.1%
IP International Paper Co 2.6%
Value ($000) $2,572 Shares 49,384 Est. Cost $37.81 Unrealized -3.8%
United Technologies Corp 2.6%
Value ($000) $2,543 Shares 20,342 Est. Cost $127.34 Unrealized
GIS General Mills Inc 2.5%
Value ($000) $2,495 Shares 56,372 Est. Cost $33.42 Unrealized 0.0%
SJM Smucker J M Co 2.5%
Value ($000) $2,447 Shares 22,766 Est. Cost $87.84 Unrealized 0.0%
UPS United Parcel Service Inc Cl B 2.5%
Value ($000) $2,426 Shares 22,841 Est. Cost $86.04 Unrealized -2.7%
NUE Nucor Corp 2.5%
Value ($000) $2,419 Shares 38,705 Est. Cost $49.12 Unrealized +10.2%
JNJ Johnson & Johnson 2.4%
Value ($000) $2,354 Shares 19,402 Est. Cost $108.48 Unrealized -7.2%
DOV Dover Corp 2.3%
Value ($000) $2,282 Shares 31,176 Est. Cost $68.11 Unrealized -0.1%
SLB Schlumberger Ltd 2.2%
Value ($000) $2,172 Shares 32,407 Est. Cost $55.73 Unrealized -1.2%
VFC VF Corp 2.2%
Value ($000) $2,134 Shares 26,183 Est. Cost $66.06 Unrealized +14.1%
JPMorgan Chase & Co 2.1%
Value ($000) $2,066 Shares 19,824 Est. Cost $106.94 Unrealized
Valero Energy Corp 1.9%
Value ($000) $1,824 Shares 16,460 Est. Cost $91.91 Unrealized
TXN Texas Instruments Inc 1.4%
Value ($000) $1,334 Shares 12,095 Est. Cost $77.65 Unrealized +12.4%
AAPL Apple Inc 1.2%
Value ($000) $1,183 Shares 6,392 Est. Cost $39.08 Unrealized +9.4%
Comcast Corp Cl A 1.2%
Value ($000) $1,156 Shares 35,235 Est. Cost $40.06 Unrealized
CVX Chevron Corp 0.9%
Value ($000) $928 Shares 7,337 Est. Cost $83.55 Unrealized +6.7%
PFE Pfizer Inc 0.7%
Value ($000) $726 Shares 19,999 Est. Cost $23.80 Unrealized +2.1%
AXP American Express Co 0.7%
Value ($000) $643 Shares 6,562 Est. Cost $85.31 Unrealized +3.8%
DIS Disney Walt Co Disney 0.6%
Value ($000) $623 Shares 5,940 Est. Cost $97.29 Unrealized -0.1%
AT&T Inc 0.6%
Value ($000) $618 Shares 19,257 Est. Cost $38.87 Unrealized
Chubb Limited 0.5%
Value ($000) $498 Shares 3,918 Est. Cost $140.87 Unrealized
Blackberry Ltd 0.5%
Value ($000) $485 Shares 50,250 Est. Cost $11.18 Unrealized
Alphabet Inc Cap Stock Cl C 0.5%
Value ($000) $453 Shares 406 Est. Cost $1046.71 Unrealized
BAX Baxter Intl Inc 0.5%
Value ($000) $450 Shares 6,089 Est. Cost $55.78 Unrealized +10.3%
Vectren Corp 0.4%
Value ($000) $429 Shares 6,000 Est. Cost $65.00 Unrealized
RMD ResMed Inc 0.4%
Value ($000) $414 Shares 3,993 Est. Cost $76.27 Unrealized +23.4%
General Electric Co 0.4%
Value ($000) $410 Shares 30,149 Est. Cost $17.38 Unrealized
ConocoPhillips 0.4%
Value ($000) $396 Shares 5,684 Est. Cost $54.89 Unrealized
Facebook Inc Cl A 0.4%
Value ($000) $388 Shares 1,998 Est. Cost $177.27 Unrealized
MAS Masco Corp 0.4%
Value ($000) $384 Shares 10,260 Est. Cost $35.52 Unrealized -4.0%
Discovery Communications New Ser A 0.4%
Value ($000) $384 Shares 13,950 Est. Cost $27.53 Unrealized
UnitedHealth Group Inc 0.4%
Value ($000) $375 Shares 1,527 Est. Cost $215.98 Unrealized
PPG PPG Industries Inc 0.4%
Value ($000) $368 Shares 3,550 Est. Cost $98.67 Unrealized -7.1%
Alphabet Inc Cap Stock Cl A 0.3%
Value ($000) $340 Shares 301 Est. Cost $1054.37 Unrealized
PSX Phillips 66 0.3%
Value ($000) $326 Shares 2,899 Est. Cost $69.39 Unrealized +19.8%
USB US Bancorp Del 0.3%
Value ($000) $313 Shares 6,267 Est. Cost $39.05 Unrealized -4.6%
Visa Inc Cl A 0.3%
Value ($000) $297 Shares 2,245 Est. Cost $114.53 Unrealized
Paypal Holdings Inc 0.3%
Value ($000) $282 Shares 3,383 Est. Cost $76.59 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $282 Shares 1 Est. Cost $284799.47 Unrealized +2.9%
FedEx Corp 0.3%
Value ($000) $281 Shares 1,237 Est. Cost $227.16 Unrealized
Oracle Corp 0.3%
Value ($000) $278 Shares 6,308 Est. Cost $47.10 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $274 Shares 4,500 Est. Cost $48.12 Unrealized +10.5%
AVY Avery Dennison Corp 0.3%
Value ($000) $271 Shares 2,656 Est. Cost $93.79 Unrealized -1.6%
PH Parker Hannifin Corp 0.3%
Value ($000) $270 Shares 1,732 Est. Cost $167.85 Unrealized -9.5%
SWK Stanley Black & Decker Inc 0.3%
Value ($000) $257 Shares 1,934 Est. Cost $115.96 Unrealized 0.0%
PG Procter And Gamble Co 0.3%
Value ($000) $254 Shares 3,256 Est. Cost $72.65 Unrealized -14.9%
PEP PepsiCo Inc 0.2%
Value ($000) $242 Shares 2,220 Est. Cost $88.99 Unrealized -8.2%
NKE Nike Inc Cl B 0.2%
Value ($000) $239 Shares 3,003 Est. Cost $51.78 Unrealized +23.3%
ROP Roper Technologies Inc 0.2%
Value ($000) $233 Shares 845 Est. Cost $244.69 Unrealized +7.8%
SYK Stryker Corp 0.2%
Value ($000) $230 Shares 1,365 Est. Cost $139.59 Unrealized +10.9%
Enbridge Inc 0.2%
Value ($000) $225 Shares 6,297 Est. Cost $35.73 Unrealized
ECL Ecolab Inc 0.2%
Value ($000) $214 Shares 1,528 Est. Cost $123.54 Unrealized +7.6%
LYG Lloyds Banking Group PLC Sp ADR 0.0%
Value ($000) $43 Shares 12,859 Est. Cost $3.75 Unrealized