Monte Financial Group, LLC Diversified Active

CIK: 0001755651 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 7, 2019

Total Value ($000): $117,917 (100.0% shares, 0.0% debt)

Holdings (69)

Target Corp 3.8%
Value ($000) $4,444 Shares 51,308 Est. Cost $65.64 Unrealized
CVS CVS Health Corp 3.6%
Value ($000) $4,239 Shares 77,788 Est. Cost $53.61 Unrealized -18.7%
IBM Intl Business Machines 3.4%
Value ($000) $3,978 Shares 28,849 Est. Cost $99.57 Unrealized -1.0%
Cisco Systems Inc 3.3%
Value ($000) $3,876 Shares 70,815 Est. Cost $38.94 Unrealized
MSFT Microsoft Corp 3.2%
Value ($000) $3,810 Shares 28,439 Est. Cost $76.61 Unrealized +56.0%
GILD Gilead Sciences Inc 3.1%
Value ($000) $3,600 Shares 53,279 Est. Cost $55.02 Unrealized -7.6%
Verizon Communications Inc 3.0%
Value ($000) $3,562 Shares 62,343 Est. Cost $52.91 Unrealized
GIS General Mills Inc 2.9%
Value ($000) $3,436 Shares 65,425 Est. Cost $33.84 Unrealized +21.8%
Merck & Co Inc 2.9%
Value ($000) $3,399 Shares 40,539 Est. Cost $55.25 Unrealized
SJM Smucker J M Co 2.8%
Value ($000) $3,356 Shares 29,132 Est. Cost $87.55 Unrealized +12.4%
INTC Intel Corp 2.8%
Value ($000) $3,347 Shares 69,916 Est. Cost $37.43 Unrealized +15.1%
Exxon Mobil Corp 2.8%
Value ($000) $3,344 Shares 43,637 Est. Cost $81.52 Unrealized
Dominion Resources Inc VA New 2.7%
Value ($000) $3,230 Shares 41,776 Est. Cost $76.13 Unrealized
UPS United Parcel Service Inc Cl B 2.7%
Value ($000) $3,166 Shares 30,654 Est. Cost $84.82 Unrealized -5.5%
United Technologies Corp 2.6%
Value ($000) $3,122 Shares 23,975 Est. Cost $127.68 Unrealized
USB US Bancorp Del 2.6%
Value ($000) $3,115 Shares 59,439 Est. Cost $38.15 Unrealized +2.0%
KO Coca-Cola Co 2.6%
Value ($000) $3,102 Shares 60,914 Est. Cost $35.18 Unrealized +13.5%
IP International Paper Co 2.6%
Value ($000) $3,084 Shares 71,199 Est. Cost $35.93 Unrealized -12.7%
CAT Caterpillar Inc 2.6%
Value ($000) $3,079 Shares 22,590 Est. Cost $116.71 Unrealized -1.7%
JNJ Johnson & Johnson 2.6%
Value ($000) $3,077 Shares 22,095 Est. Cost $109.04 Unrealized +5.3%
WHR Whirlpool Corp 2.6%
Value ($000) $3,072 Shares 21,579 Est. Cost $124.68 Unrealized +7.6%
TD Toronto Dominion Bank Ont 2.6%
Value ($000) $3,063 Shares 52,486 Est. Cost $55.03 Unrealized +2.2%
SO Southern Co 2.5%
Value ($000) $3,006 Shares 54,383 Est. Cost $35.46 Unrealized +16.6%
HAL Halliburton Co 2.4%
Value ($000) $2,806 Shares 123,406 Est. Cost $27.42 Unrealized -17.2%
NUE Nucor Corp 2.3%
Value ($000) $2,669 Shares 48,437 Est. Cost $49.14 Unrealized -2.7%
TXN Texas Instruments Inc 2.0%
Value ($000) $2,309 Shares 20,120 Est. Cost $81.78 Unrealized +13.4%
Nordstrom Inc 1.9%
Value ($000) $2,293 Shares 71,980 Est. Cost $31.86 Unrealized
SLB Schlumberger Ltd 1.9%
Value ($000) $2,266 Shares 57,032 Est. Cost $33.65 Unrealized 0.0%
BA Boeing Co 1.7%
Value ($000) $1,990 Shares 5,468 Est. Cost $258.40 Unrealized +38.2%
JPMorgan Chase & Co 1.7%
Value ($000) $1,989 Shares 17,789 Est. Cost $107.01 Unrealized
Comcast Corp Cl A 1.7%
Value ($000) $1,977 Shares 46,755 Est. Cost $39.13 Unrealized
APD Air Prods & Chems Inc 1.6%
Value ($000) $1,889 Shares 8,346 Est. Cost $137.09 Unrealized +28.6%
HON Honeywell Intl Inc 1.6%
Value ($000) $1,877 Shares 10,751 Est. Cost $121.78 Unrealized +13.9%
CVX Chevron Corp 1.1%
Value ($000) $1,272 Shares 10,223 Est. Cost $84.73 Unrealized +6.5%
DIS Disney Walt Co Disney 0.8%
Value ($000) $915 Shares 6,554 Est. Cost $98.23 Unrealized +30.3%
AAPL Apple Inc 0.7%
Value ($000) $843 Shares 4,258 Est. Cost $39.53 Unrealized +18.0%
AXP American Express Co 0.7%
Value ($000) $835 Shares 6,762 Est. Cost $85.69 Unrealized +25.4%
ED Consolidated Edison Inc 0.6%
Value ($000) $726 Shares 8,284 Est. Cost $60.48 Unrealized +12.2%
PFE Pfizer Inc 0.6%
Value ($000) $655 Shares 15,109 Est. Cost $23.91 Unrealized +22.2%
Chubb Limited 0.5%
Value ($000) $628 Shares 4,261 Est. Cost $140.20 Unrealized
AT&T Inc 0.5%
Value ($000) $612 Shares 18,253 Est. Cost $38.87 Unrealized
UnitedHealth Group Inc 0.5%
Value ($000) $592 Shares 2,425 Est. Cost $228.10 Unrealized
SWK Stanley Black & Decker Inc 0.5%
Value ($000) $585 Shares 4,042 Est. Cost $110.81 Unrealized +4.5%
BAX Baxter Intl Inc 0.5%
Value ($000) $561 Shares 6,853 Est. Cost $57.06 Unrealized +20.0%
Oracle Corp 0.5%
Value ($000) $551 Shares 9,680 Est. Cost $48.66 Unrealized
DOV Dover Corp 0.4%
Value ($000) $515 Shares 5,140 Est. Cost $68.60 Unrealized +27.1%
BB&T Corp 0.4%
Value ($000) $510 Shares 10,381 Est. Cost $45.31 Unrealized
PPG PPG Industries Inc 0.4%
Value ($000) $499 Shares 4,279 Est. Cost $97.89 Unrealized +2.5%
FedEx Corp 0.4%
Value ($000) $494 Shares 3,010 Est. Cost $196.71 Unrealized
PH Parker Hannifin Corp 0.4%
Value ($000) $472 Shares 2,774 Est. Cost $161.25 Unrealized -3.0%
RMD ResMed Inc 0.4%
Value ($000) $462 Shares 3,785 Est. Cost $77.22 Unrealized +35.4%
AVY Avery Dennison Corp 0.4%
Value ($000) $432 Shares 3,735 Est. Cost $94.24 Unrealized +3.4%
MAS Masco Corp 0.4%
Value ($000) $417 Shares 10,631 Est. Cost $34.59 Unrealized 0.0%
Alphabet Inc Cap Stock Cl C 0.3%
Value ($000) $411 Shares 380 Est. Cost $1069.24 Unrealized
Alphabet Inc Cap Stock Cl A 0.3%
Value ($000) $378 Shares 349 Est. Cost $1060.46 Unrealized
Visa Inc Cl A 0.3%
Value ($000) $370 Shares 2,130 Est. Cost $117.20 Unrealized
Paypal Holdings Inc 0.3%
Value ($000) $362 Shares 3,166 Est. Cost $78.50 Unrealized
PG Procter And Gamble Co 0.3%
Value ($000) $332 Shares 3,030 Est. Cost $72.65 Unrealized +24.6%
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $318 Shares 1 Est. Cost $284799.47 Unrealized +9.2%
SYK Stryker Corp 0.3%
Value ($000) $311 Shares 1,511 Est. Cost $167.86 Unrealized +5.9%
ROP Roper Technologies Inc 0.3%
Value ($000) $309 Shares 845 Est. Cost $244.69 Unrealized +39.5%
General Electric Co 0.3%
Value ($000) $298 Shares 28,371 Est. Cost $17.12 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.2%
Value ($000) $281 Shares 1,317 Est. Cost $205.52 Unrealized +0.7%
PEP PepsiCo Inc 0.2%
Value ($000) $272 Shares 2,076 Est. Cost $90.57 Unrealized +15.6%
Facebook Inc Cl A 0.2%
Value ($000) $250 Shares 1,297 Est. Cost $166.54 Unrealized
DE Deere & Co 0.2%
Value ($000) $240 Shares 1,449 Est. Cost $144.25 Unrealized -1.9%
AMZN Amazon.com Inc 0.2%
Value ($000) $231 Shares 122 Est. Cost $94.03 Unrealized -0.9%
Duke Energy Corp 0.2%
Value ($000) $203 Shares 2,296 Est. Cost $86.22 Unrealized
VMware Inc Cl A 0.2%
Value ($000) $203 Shares 1,215 Est. Cost $180.25 Unrealized