Monte Financial Group, LLC Diversified Active

CIK: 0001755651 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 16, 2018

Total Value ($000): $106,889 (100.0% shares, 0.0% debt)

Holdings (69)

Target Corp 3.9%
Value ($000) $4,195 Shares 47,553 Est. Cost $65.32 Unrealized
MSFT Microsoft Corp 3.9%
Value ($000) $4,149 Shares 36,277 Est. Cost $76.61 Unrealized +31.6%
CVS CVS Health Corp 3.8%
Value ($000) $4,061 Shares 51,585 Est. Cost $56.11 Unrealized +0.7%
BA Boeing Co 3.7%
Value ($000) $3,910 Shares 10,513 Est. Cost $257.40 Unrealized +31.7%
Cisco Systems Inc 3.5%
Value ($000) $3,699 Shares 76,041 Est. Cost $38.48 Unrealized
Merck & Co Inc 3.2%
Value ($000) $3,425 Shares 48,280 Est. Cost $55.25 Unrealized
Exxon Mobil Corp 3.2%
Value ($000) $3,421 Shares 40,239 Est. Cost $82.07 Unrealized
IBM Intl Business Machines 3.2%
Value ($000) $3,387 Shares 22,401 Est. Cost $102.27 Unrealized -1.0%
GILD Gilead Sciences Inc 3.1%
Value ($000) $3,331 Shares 43,138 Est. Cost $55.95 Unrealized +1.6%
Verizon Communications Inc 3.1%
Value ($000) $3,305 Shares 61,904 Est. Cost $52.82 Unrealized
Nordstrom Inc 3.1%
Value ($000) $3,264 Shares 54,578 Est. Cost $47.38 Unrealized
AMGN Amgen Inc 2.8%
Value ($000) $3,008 Shares 14,513 Est. Cost $139.34 Unrealized +12.9%
KO Coca-Cola Co 2.8%
Value ($000) $2,974 Shares 64,381 Est. Cost $35.18 Unrealized +3.2%
CAT Caterpillar Inc 2.8%
Value ($000) $2,970 Shares 19,476 Est. Cost $117.13 Unrealized +2.9%
INTC Intel Corp 2.8%
Value ($000) $2,969 Shares 62,789 Est. Cost $36.65 Unrealized +13.3%
DOV Dover Corp 2.7%
Value ($000) $2,868 Shares 32,393 Est. Cost $68.32 Unrealized +8.0%
United Technologies Corp 2.7%
Value ($000) $2,861 Shares 20,466 Est. Cost $127.34 Unrealized
SJM Smucker J M Co 2.6%
Value ($000) $2,746 Shares 26,765 Est. Cost $87.57 Unrealized -1.8%
JNJ Johnson & Johnson 2.6%
Value ($000) $2,735 Shares 19,794 Est. Cost $108.47 Unrealized -0.4%
UPS United Parcel Service Inc Cl B 2.5%
Value ($000) $2,694 Shares 23,075 Est. Cost $86.07 Unrealized +2.8%
IP International Paper Co 2.4%
Value ($000) $2,603 Shares 52,956 Est. Cost $37.66 Unrealized -5.4%
GIS General Mills Inc 2.4%
Value ($000) $2,590 Shares 60,347 Est. Cost $33.53 Unrealized +4.3%
Dominion Resources Inc VA New 2.4%
Value ($000) $2,582 Shares 36,733 Est. Cost $76.16 Unrealized
SO Southern Co 2.4%
Value ($000) $2,580 Shares 59,182 Est. Cost $35.45 Unrealized -3.3%
NUE Nucor Corp 2.4%
Value ($000) $2,516 Shares 39,652 Est. Cost $49.25 Unrealized +10.9%
SLB Schlumberger Ltd 2.3%
Value ($000) $2,473 Shares 40,593 Est. Cost $54.99 Unrealized -5.4%
JPMorgan Chase & Co 1.9%
Value ($000) $2,009 Shares 17,807 Est. Cost $106.94 Unrealized
TXN Texas Instruments Inc 1.7%
Value ($000) $1,867 Shares 17,398 Est. Cost $81.49 Unrealized +10.7%
Valero Energy Corp 1.6%
Value ($000) $1,693 Shares 14,882 Est. Cost $91.91 Unrealized
Comcast Corp Cl A 1.5%
Value ($000) $1,573 Shares 44,436 Est. Cost $39.10 Unrealized
AAPL Apple Inc 1.4%
Value ($000) $1,509 Shares 6,684 Est. Cost $39.53 Unrealized +24.6%
WHR Whirlpool Corp 1.3%
Value ($000) $1,367 Shares 11,514 Est. Cost $132.55 Unrealized 0.0%
APD Air Prods & Chems Inc 1.0%
Value ($000) $1,033 Shares 6,181 Est. Cost $135.95 Unrealized 0.0%
CVX Chevron Corp 0.8%
Value ($000) $894 Shares 7,309 Est. Cost $83.55 Unrealized +5.2%
AXP American Express Co 0.7%
Value ($000) $730 Shares 6,851 Est. Cost $85.69 Unrealized +9.8%
DIS Disney Walt Co Disney 0.7%
Value ($000) $716 Shares 6,127 Est. Cost $97.58 Unrealized +9.2%
PFE Pfizer Inc 0.7%
Value ($000) $709 Shares 16,082 Est. Cost $23.80 Unrealized +16.2%
AT&T Inc 0.6%
Value ($000) $617 Shares 18,383 Est. Cost $38.87 Unrealized
Chubb Limited 0.5%
Value ($000) $576 Shares 4,313 Est. Cost $140.20 Unrealized
Alphabet Inc Cap Stock Cl C 0.5%
Value ($000) $568 Shares 476 Est. Cost $1068.26 Unrealized
Blackberry Ltd 0.5%
Value ($000) $492 Shares 43,250 Est. Cost $11.18 Unrealized
BAX Baxter Intl Inc 0.4%
Value ($000) $466 Shares 6,041 Est. Cost $55.78 Unrealized +16.4%
RMD ResMed Inc 0.4%
Value ($000) $455 Shares 3,944 Est. Cost $76.27 Unrealized +34.0%
PPG PPG Industries Inc 0.4%
Value ($000) $443 Shares 4,057 Est. Cost $98.18 Unrealized -3.5%
Vectren Corp 0.4%
Value ($000) $429 Shares 6,000 Est. Cost $65.00 Unrealized
UnitedHealth Group Inc 0.4%
Value ($000) $428 Shares 1,608 Est. Cost $218.51 Unrealized
MAS Masco Corp 0.4%
Value ($000) $406 Shares 11,102 Est. Cost $35.41 Unrealized -3.6%
Paypal Holdings Inc 0.3%
Value ($000) $358 Shares 4,072 Est. Cost $78.50 Unrealized
Alphabet Inc Cap Stock Cl A 0.3%
Value ($000) $354 Shares 293 Est. Cost $1054.37 Unrealized
PSX Phillips 66 0.3%
Value ($000) $348 Shares 3,090 Est. Cost $70.42 Unrealized +22.2%
PH Parker Hannifin Corp 0.3%
Value ($000) $341 Shares 1,856 Est. Cost $166.90 Unrealized -8.0%
General Electric Co 0.3%
Value ($000) $340 Shares 30,149 Est. Cost $17.38 Unrealized
Visa Inc Cl A 0.3%
Value ($000) $340 Shares 2,266 Est. Cost $114.53 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $335 Shares 4,567 Est. Cost $48.26 Unrealized +19.8%
USB US Bancorp Del 0.3%
Value ($000) $333 Shares 6,297 Est. Cost $39.05 Unrealized +0.2%
ConocoPhillips 0.3%
Value ($000) $323 Shares 4,174 Est. Cost $54.89 Unrealized
Oracle Corp 0.3%
Value ($000) $323 Shares 6,264 Est. Cost $47.10 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $320 Shares 1 Est. Cost $284799.47 Unrealized +8.7%
FedEx Corp 0.3%
Value ($000) $316 Shares 1,313 Est. Cost $227.94 Unrealized
SWK Stanley Black & Decker Inc 0.3%
Value ($000) $301 Shares 2,057 Est. Cost $115.91 Unrealized -0.6%
AMZN Amazon.com Inc 0.3%
Value ($000) $288 Shares 144 Est. Cost $94.03 Unrealized 0.0%
AVY Avery Dennison Corp 0.3%
Value ($000) $285 Shares 2,632 Est. Cost $93.79 Unrealized +0.5%
PG Procter And Gamble Co 0.3%
Value ($000) $271 Shares 3,256 Est. Cost $72.65 Unrealized -6.7%
Facebook Inc Cl A 0.2%
Value ($000) $255 Shares 1,550 Est. Cost $177.27 Unrealized
ROP Roper Technologies Inc 0.2%
Value ($000) $250 Shares 845 Est. Cost $244.69 Unrealized +15.4%
PEP PepsiCo Inc 0.2%
Value ($000) $248 Shares 2,220 Est. Cost $88.99 Unrealized +1.5%
SYK Stryker Corp 0.2%
Value ($000) $236 Shares 1,330 Est. Cost $139.59 Unrealized +12.9%
BRK/B Berkshire Hathaway Inc Cl B 0.2%
Value ($000) $225 Shares 1,049 Est. Cost $205.18 Unrealized 0.0%
Enbridge Inc 0.2%
Value ($000) $203 Shares 6,297 Est. Cost $35.73 Unrealized