Monte Financial Group, LLC Diversified Active

CIK: 0001755651 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 31, 2019

Total Value ($000): $94,499 (100.0% shares, 0.0% debt)

Holdings (69)

MSFT Microsoft Corp 3.8%
Value ($000) $3,585 Shares 35,293 Est. Cost $76.61 Unrealized +30.5%
Merck & Co Inc 3.7%
Value ($000) $3,518 Shares 46,046 Est. Cost $55.25 Unrealized
Verizon Communications Inc 3.6%
Value ($000) $3,437 Shares 61,126 Est. Cost $52.82 Unrealized
BA Boeing Co 3.6%
Value ($000) $3,435 Shares 10,651 Est. Cost $258.40 Unrealized +29.6%
CVS CVS Health Corp 3.6%
Value ($000) $3,423 Shares 52,247 Est. Cost $56.15 Unrealized +5.8%
Target Corp 3.5%
Value ($000) $3,298 Shares 49,896 Est. Cost $65.35 Unrealized
Cisco Systems Inc 3.4%
Value ($000) $3,212 Shares 74,137 Est. Cost $38.48 Unrealized
IBM Intl Business Machines 3.3%
Value ($000) $3,101 Shares 27,279 Est. Cost $99.71 Unrealized -11.8%
KO Coca-Cola Co 3.2%
Value ($000) $3,038 Shares 64,171 Est. Cost $35.18 Unrealized +9.1%
INTC Intel Corp 3.1%
Value ($000) $2,909 Shares 61,994 Est. Cost $36.65 Unrealized +9.7%
AMGN Amgen Inc 3.0%
Value ($000) $2,878 Shares 14,785 Est. Cost $139.66 Unrealized +12.3%
Exxon Mobil Corp 3.0%
Value ($000) $2,830 Shares 41,504 Est. Cost $81.64 Unrealized
GILD Gilead Sciences Inc 2.9%
Value ($000) $2,758 Shares 44,098 Est. Cost $55.88 Unrealized -5.1%
Dominion Resources Inc VA New 2.8%
Value ($000) $2,684 Shares 37,561 Est. Cost $76.05 Unrealized
SO Southern Co 2.8%
Value ($000) $2,683 Shares 61,080 Est. Cost $35.41 Unrealized -3.3%
JNJ Johnson & Johnson 2.8%
Value ($000) $2,678 Shares 20,754 Est. Cost $108.73 Unrealized +5.0%
IP International Paper Co 2.8%
Value ($000) $2,602 Shares 64,477 Est. Cost $36.38 Unrealized -16.3%
SJM Smucker J M Co 2.7%
Value ($000) $2,594 Shares 27,748 Est. Cost $87.40 Unrealized -5.2%
UPS United Parcel Service Inc Cl B 2.7%
Value ($000) $2,559 Shares 26,240 Est. Cost $85.58 Unrealized -4.1%
CAT Caterpillar Inc 2.5%
Value ($000) $2,380 Shares 18,733 Est. Cost $117.13 Unrealized -4.8%
DOV Dover Corp 2.5%
Value ($000) $2,351 Shares 33,138 Est. Cost $68.43 Unrealized +7.3%
HAL Halliburton Co 2.3%
Value ($000) $2,212 Shares 83,237 Est. Cost $29.13 Unrealized 0.0%
WHR Whirlpool Corp 2.3%
Value ($000) $2,212 Shares 20,701 Est. Cost $124.07 Unrealized -8.6%
GIS General Mills Inc 2.3%
Value ($000) $2,172 Shares 55,767 Est. Cost $33.53 Unrealized -1.7%
NUE Nucor Corp 2.2%
Value ($000) $2,123 Shares 40,972 Est. Cost $49.29 Unrealized +2.9%
United Technologies Corp 2.2%
Value ($000) $2,065 Shares 19,394 Est. Cost $127.34 Unrealized
JPMorgan Chase & Co 1.8%
Value ($000) $1,725 Shares 17,669 Est. Cost $106.94 Unrealized
TXN Texas Instruments Inc 1.8%
Value ($000) $1,722 Shares 18,222 Est. Cost $81.38 Unrealized -2.8%
Comcast Corp Cl A 1.6%
Value ($000) $1,527 Shares 44,855 Est. Cost $39.10 Unrealized
TD Toronto Dominion Bank Ont 1.3%
Value ($000) $1,275 Shares 25,641 Est. Cost $54.74 Unrealized 0.0%
APD Air Prods & Chems Inc 1.2%
Value ($000) $1,137 Shares 7,106 Est. Cost $135.59 Unrealized -1.8%
AAPL Apple Inc 1.0%
Value ($000) $906 Shares 5,746 Est. Cost $39.53 Unrealized +16.4%
CVX Chevron Corp 0.8%
Value ($000) $797 Shares 7,322 Est. Cost $83.55 Unrealized +1.4%
PFE Pfizer Inc 0.8%
Value ($000) $715 Shares 16,380 Est. Cost $23.91 Unrealized +25.6%
DIS Disney Walt Co Disney 0.7%
Value ($000) $687 Shares 6,263 Est. Cost $97.83 Unrealized +11.5%
ED Consolidated Edison Inc 0.7%
Value ($000) $665 Shares 8,702 Est. Cost $60.48 Unrealized 0.0%
AXP American Express Co 0.7%
Value ($000) $646 Shares 6,773 Est. Cost $85.69 Unrealized +10.9%
Chubb Limited 0.6%
Value ($000) $554 Shares 4,292 Est. Cost $140.20 Unrealized
AT&T Inc 0.6%
Value ($000) $523 Shares 18,322 Est. Cost $38.87 Unrealized
RMD ResMed Inc 0.5%
Value ($000) $441 Shares 3,876 Est. Cost $76.27 Unrealized +31.6%
Alphabet Inc Cap Stock Cl C 0.5%
Value ($000) $435 Shares 420 Est. Cost $1068.26 Unrealized
Vectren Corp 0.5%
Value ($000) $432 Shares 6,000 Est. Cost $65.00 Unrealized
PPG PPG Industries Inc 0.4%
Value ($000) $423 Shares 4,139 Est. Cost $98.02 Unrealized -7.8%
UnitedHealth Group Inc 0.4%
Value ($000) $416 Shares 1,670 Est. Cost $219.65 Unrealized
BAX Baxter Intl Inc 0.4%
Value ($000) $391 Shares 5,942 Est. Cost $55.78 Unrealized +5.7%
Oracle Corp 0.4%
Value ($000) $352 Shares 7,793 Est. Cost $46.72 Unrealized
PH Parker Hannifin Corp 0.4%
Value ($000) $335 Shares 2,244 Est. Cost $163.19 Unrealized -10.9%
SWK Stanley Black & Decker Inc 0.4%
Value ($000) $331 Shares 2,763 Est. Cost $112.23 Unrealized -9.5%
ABT Abbott Laboratories 0.3%
Value ($000) $330 Shares 4,567 Est. Cost $48.26 Unrealized +28.8%
FedEx Corp 0.3%
Value ($000) $308 Shares 1,912 Est. Cost $207.00 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $306 Shares 1 Est. Cost $284799.47 Unrealized +9.9%
Paypal Holdings Inc 0.3%
Value ($000) $304 Shares 3,619 Est. Cost $78.50 Unrealized
Alphabet Inc Cap Stock Cl A 0.3%
Value ($000) $293 Shares 280 Est. Cost $1054.37 Unrealized
USB US Bancorp Del 0.3%
Value ($000) $287 Shares 6,279 Est. Cost $39.05 Unrealized -2.0%
PG Procter And Gamble Co 0.3%
Value ($000) $284 Shares 3,092 Est. Cost $72.65 Unrealized +2.9%
Nordstrom Inc 0.3%
Value ($000) $275 Shares 5,902 Est. Cost $47.38 Unrealized
Visa Inc Cl A 0.3%
Value ($000) $270 Shares 2,049 Est. Cost $114.53 Unrealized
ConocoPhillips 0.3%
Value ($000) $260 Shares 4,174 Est. Cost $54.89 Unrealized
PEP PepsiCo Inc 0.3%
Value ($000) $249 Shares 2,254 Est. Cost $89.02 Unrealized +1.9%
Valero Energy Corp 0.3%
Value ($000) $242 Shares 3,232 Est. Cost $91.91 Unrealized
ROP Roper Technologies Inc 0.2%
Value ($000) $225 Shares 845 Est. Cost $244.69 Unrealized +10.8%
SLB Schlumberger Ltd 0.2%
Value ($000) $223 Shares 6,176 Est. Cost $54.99 Unrealized -26.9%
AVY Avery Dennison Corp 0.2%
Value ($000) $221 Shares 2,460 Est. Cost $93.79 Unrealized -11.6%
BB&T Corp 0.2%
Value ($000) $217 Shares 5,007 Est. Cost $43.34 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.2%
Value ($000) $214 Shares 1,049 Est. Cost $205.18 Unrealized +1.8%
General Electric Co 0.2%
Value ($000) $207 Shares 27,371 Est. Cost $17.38 Unrealized
PSX Phillips 66 0.2%
Value ($000) $207 Shares 2,400 Est. Cost $70.42 Unrealized +4.0%
Duke Energy Corp 0.2%
Value ($000) $204 Shares 2,366 Est. Cost $86.22 Unrealized
AMZN Amazon.com Inc 0.2%
Value ($000) $201 Shares 134 Est. Cost $94.03 Unrealized -11.6%