Monte Financial Group, LLC Diversified Active

CIK: 0001755651 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 23, 2019

Total Value ($000): $114,139 (100.0% shares, 0.0% debt)

Holdings (67)

Target Corp 3.6%
Value ($000) $4,083 Shares 50,870 Est. Cost $65.64 Unrealized
MSFT Microsoft Corp 3.6%
Value ($000) $4,074 Shares 34,547 Est. Cost $76.61 Unrealized +33.5%
CVS CVS Health Corp 3.5%
Value ($000) $3,946 Shares 73,163 Est. Cost $54.24 Unrealized -8.8%
IBM Intl Business Machines 3.4%
Value ($000) $3,929 Shares 27,849 Est. Cost $99.61 Unrealized -5.0%
BA Boeing Co 3.4%
Value ($000) $3,850 Shares 10,095 Est. Cost $258.40 Unrealized +45.2%
Cisco Systems Inc 3.3%
Value ($000) $3,715 Shares 68,801 Est. Cost $38.48 Unrealized
Merck & Co Inc 3.2%
Value ($000) $3,630 Shares 43,640 Est. Cost $55.25 Unrealized
Verizon Communications Inc 3.2%
Value ($000) $3,608 Shares 61,023 Est. Cost $52.82 Unrealized
INTC Intel Corp 3.1%
Value ($000) $3,592 Shares 66,882 Est. Cost $37.17 Unrealized +17.9%
Exxon Mobil Corp 3.0%
Value ($000) $3,454 Shares 42,749 Est. Cost $81.62 Unrealized
GIS General Mills Inc 2.9%
Value ($000) $3,357 Shares 64,868 Est. Cost $33.84 Unrealized +5.7%
SJM Smucker J M Co 2.9%
Value ($000) $3,319 Shares 28,487 Est. Cost $87.31 Unrealized -4.2%
GILD Gilead Sciences Inc 2.9%
Value ($000) $3,266 Shares 50,237 Est. Cost $55.27 Unrealized -8.0%
SO Southern Co 2.8%
Value ($000) $3,229 Shares 62,474 Est. Cost $35.46 Unrealized +5.5%
DOV Dover Corp 2.8%
Value ($000) $3,164 Shares 33,731 Est. Cost $68.60 Unrealized +13.9%
IP International Paper Co 2.8%
Value ($000) $3,162 Shares 68,347 Est. Cost $36.12 Unrealized -12.0%
Dominion Resources Inc VA New 2.7%
Value ($000) $3,108 Shares 40,537 Est. Cost $76.10 Unrealized
UPS United Parcel Service Inc Cl B 2.6%
Value ($000) $3,022 Shares 27,044 Est. Cost $85.45 Unrealized -5.2%
United Technologies Corp 2.6%
Value ($000) $2,988 Shares 23,184 Est. Cost $127.59 Unrealized
JNJ Johnson & Johnson 2.6%
Value ($000) $2,938 Shares 21,017 Est. Cost $108.75 Unrealized +1.5%
KO Coca-Cola Co 2.6%
Value ($000) $2,936 Shares 62,654 Est. Cost $35.18 Unrealized +7.4%
HAL Halliburton Co 2.5%
Value ($000) $2,830 Shares 96,599 Est. Cost $28.73 Unrealized -8.7%
TD Toronto Dominion Bank Ont 2.5%
Value ($000) $2,811 Shares 51,739 Est. Cost $55.01 Unrealized +0.5%
CAT Caterpillar Inc 2.4%
Value ($000) $2,740 Shares 20,225 Est. Cost $116.95 Unrealized -2.0%
WHR Whirlpool Corp 2.4%
Value ($000) $2,693 Shares 20,266 Est. Cost $124.07 Unrealized +6.5%
NUE Nucor Corp 2.2%
Value ($000) $2,464 Shares 42,220 Est. Cost $49.34 Unrealized +2.8%
TXN Texas Instruments Inc 1.9%
Value ($000) $2,146 Shares 20,233 Est. Cost $81.78 Unrealized +4.4%
AMGN Amgen Inc 1.8%
Value ($000) $2,031 Shares 10,691 Est. Cost $139.66 Unrealized +10.8%
USB US Bancorp Del 1.8%
Value ($000) $2,009 Shares 41,692 Est. Cost $37.82 Unrealized -0.6%
Comcast Corp Cl A 1.6%
Value ($000) $1,869 Shares 46,755 Est. Cost $39.13 Unrealized
JPMorgan Chase & Co 1.6%
Value ($000) $1,772 Shares 17,500 Est. Cost $106.94 Unrealized
HON Honeywell Intl Inc 1.4%
Value ($000) $1,648 Shares 10,368 Est. Cost $121.16 Unrealized 0.0%
APD Air Prods & Chems Inc 1.4%
Value ($000) $1,595 Shares 8,353 Est. Cost $137.09 Unrealized +6.2%
CVX Chevron Corp 1.1%
Value ($000) $1,226 Shares 9,955 Est. Cost $84.58 Unrealized +3.4%
AAPL Apple Inc 0.7%
Value ($000) $803 Shares 4,227 Est. Cost $39.53 Unrealized +2.3%
AXP American Express Co 0.6%
Value ($000) $739 Shares 6,762 Est. Cost $85.69 Unrealized +11.8%
ED Consolidated Edison Inc 0.6%
Value ($000) $738 Shares 8,702 Est. Cost $60.48 Unrealized +3.2%
DIS Disney Walt Co Disney 0.6%
Value ($000) $724 Shares 6,525 Est. Cost $98.23 Unrealized +9.8%
PFE Pfizer Inc 0.6%
Value ($000) $696 Shares 16,380 Est. Cost $23.91 Unrealized +22.3%
Chubb Limited 0.5%
Value ($000) $598 Shares 4,269 Est. Cost $140.20 Unrealized
UnitedHealth Group Inc 0.5%
Value ($000) $580 Shares 2,347 Est. Cost $227.57 Unrealized
AT&T Inc 0.5%
Value ($000) $572 Shares 18,253 Est. Cost $38.87 Unrealized
BAX Baxter Intl Inc 0.5%
Value ($000) $535 Shares 6,579 Est. Cost $56.58 Unrealized +13.2%
SWK Stanley Black & Decker Inc 0.5%
Value ($000) $530 Shares 3,892 Est. Cost $110.61 Unrealized -3.6%
FedEx Corp 0.5%
Value ($000) $515 Shares 2,837 Est. Cost $198.69 Unrealized
PPG PPG Industries Inc 0.4%
Value ($000) $483 Shares 4,279 Est. Cost $97.89 Unrealized -4.1%
PH Parker Hannifin Corp 0.4%
Value ($000) $432 Shares 2,515 Est. Cost $161.74 Unrealized -7.4%
Oracle Corp 0.4%
Value ($000) $426 Shares 7,937 Est. Cost $46.84 Unrealized
BB&T Corp 0.4%
Value ($000) $421 Shares 9,054 Est. Cost $44.75 Unrealized
Alphabet Inc Cap Stock Cl C 0.4%
Value ($000) $413 Shares 352 Est. Cost $1068.26 Unrealized
RMD ResMed Inc 0.3%
Value ($000) $380 Shares 3,657 Est. Cost $76.27 Unrealized +27.2%
Paypal Holdings Inc 0.3%
Value ($000) $370 Shares 3,561 Est. Cost $78.50 Unrealized
AVY Avery Dennison Corp 0.3%
Value ($000) $335 Shares 2,965 Est. Cost $93.41 Unrealized -2.0%
Alphabet Inc Cap Stock Cl A 0.3%
Value ($000) $324 Shares 275 Est. Cost $1054.37 Unrealized
Visa Inc Cl A 0.3%
Value ($000) $318 Shares 2,034 Est. Cost $114.53 Unrealized
PG Procter And Gamble Co 0.3%
Value ($000) $315 Shares 3,030 Est. Cost $72.65 Unrealized +13.0%
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $301 Shares 1 Est. Cost $284799.47 Unrealized +6.3%
ROP Roper Technologies Inc 0.3%
Value ($000) $289 Shares 845 Est. Cost $244.69 Unrealized +19.2%
General Electric Co 0.2%
Value ($000) $283 Shares 28,371 Est. Cost $17.12 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $277 Shares 1,403 Est. Cost $167.09 Unrealized 0.0%
AMZN Amazon.com Inc 0.2%
Value ($000) $239 Shares 134 Est. Cost $94.03 Unrealized -11.5%
PEP PepsiCo Inc 0.2%
Value ($000) $229 Shares 1,871 Est. Cost $89.02 Unrealized +3.9%
VMware Inc Cl A 0.2%
Value ($000) $219 Shares 1,215 Est. Cost $180.25 Unrealized
Facebook Inc Cl A 0.2%
Value ($000) $216 Shares 1,297 Est. Cost $166.54 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.2%
Value ($000) $213 Shares 1,058 Est. Cost $205.18 Unrealized -1.6%
DE Deere & Co 0.2%
Value ($000) $212 Shares 1,325 Est. Cost $144.51 Unrealized 0.0%
Duke Energy Corp 0.2%
Value ($000) $210 Shares 2,332 Est. Cost $86.22 Unrealized