Monte Financial Group, LLC Diversified Active

CIK: 0001755651 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 6, 2019

Total Value ($000): $123,939 (100.0% shares, 0.0% debt)

Holdings (70)

CVS CVS Health Corp 4.1%
Value ($000) $5,064 Shares 80,288 Est. Cost $53.45 Unrealized -9.5%
Target Corp 3.7%
Value ($000) $4,566 Shares 42,711 Est. Cost $65.64 Unrealized
IBM Intl Business Machines 3.6%
Value ($000) $4,456 Shares 30,643 Est. Cost $99.74 Unrealized +2.7%
GIS General Mills Inc 3.0%
Value ($000) $3,657 Shares 66,350 Est. Cost $33.98 Unrealized +27.7%
INTC Intel Corp 2.9%
Value ($000) $3,593 Shares 69,736 Est. Cost $37.43 Unrealized +14.9%
Verizon Communications Inc 2.9%
Value ($000) $3,589 Shares 59,454 Est. Cost $52.91 Unrealized
Exxon Mobil Corp 2.9%
Value ($000) $3,560 Shares 50,424 Est. Cost $80.05 Unrealized
CAT Caterpillar Inc 2.9%
Value ($000) $3,536 Shares 27,996 Est. Cost $115.62 Unrealized -3.9%
UPS United Parcel Service Inc Cl B 2.8%
Value ($000) $3,529 Shares 29,455 Est. Cost $84.82 Unrealized +4.9%
GILD Gilead Sciences Inc 2.8%
Value ($000) $3,513 Shares 55,433 Est. Cost $54.86 Unrealized -7.1%
IP International Paper Co 2.8%
Value ($000) $3,504 Shares 83,796 Est. Cost $34.94 Unrealized -16.0%
Cisco Systems Inc 2.8%
Value ($000) $3,480 Shares 70,435 Est. Cost $38.94 Unrealized
Merck & Co Inc 2.8%
Value ($000) $3,479 Shares 41,329 Est. Cost $55.80 Unrealized
USB US Bancorp Del 2.8%
Value ($000) $3,474 Shares 62,767 Est. Cost $38.31 Unrealized +7.4%
SJM Smucker J M Co 2.8%
Value ($000) $3,468 Shares 31,523 Est. Cost $87.77 Unrealized +3.1%
United Technologies Corp 2.6%
Value ($000) $3,275 Shares 23,991 Est. Cost $127.68 Unrealized
Dominion Resources Inc VA New 2.6%
Value ($000) $3,260 Shares 40,224 Est. Cost $76.13 Unrealized
KO Coca-Cola Co 2.6%
Value ($000) $3,250 Shares 59,698 Est. Cost $35.18 Unrealized +25.0%
SO Southern Co 2.6%
Value ($000) $3,213 Shares 52,010 Est. Cost $35.46 Unrealized +27.7%
TD Toronto Dominion Bank Ont 2.5%
Value ($000) $3,138 Shares 53,864 Est. Cost $55.08 Unrealized +3.2%
Nordstrom Inc 2.5%
Value ($000) $3,101 Shares 92,111 Est. Cost $32.25 Unrealized
NUE Nucor Corp 2.5%
Value ($000) $3,069 Shares 60,284 Est. Cost $48.49 Unrealized -5.6%
WHR Whirlpool Corp 2.4%
Value ($000) $2,986 Shares 18,855 Est. Cost $124.68 Unrealized +15.1%
HAL Halliburton Co 2.4%
Value ($000) $2,969 Shares 157,505 Est. Cost $25.44 Unrealized -28.2%
JNJ Johnson & Johnson 2.4%
Value ($000) $2,942 Shares 22,739 Est. Cost $109.07 Unrealized +0.9%
MSFT Microsoft Corp 2.2%
Value ($000) $2,759 Shares 19,846 Est. Cost $76.61 Unrealized +69.6%
TXN Texas Instruments Inc 1.9%
Value ($000) $2,394 Shares 18,526 Est. Cost $81.78 Unrealized +25.8%
SLB Schlumberger Ltd 1.9%
Value ($000) $2,319 Shares 67,859 Est. Cost $33.22 Unrealized -6.8%
Comcast Corp Cl A 1.7%
Value ($000) $2,104 Shares 46,671 Est. Cost $39.13 Unrealized
HON Honeywell Intl Inc 1.7%
Value ($000) $2,096 Shares 12,387 Est. Cost $124.09 Unrealized +12.3%
JPMorgan Chase & Co 1.7%
Value ($000) $2,082 Shares 17,692 Est. Cost $107.01 Unrealized
BA Boeing Co 1.7%
Value ($000) $2,077 Shares 5,459 Est. Cost $258.40 Unrealized +36.4%
APD Air Prods & Chems Inc 1.5%
Value ($000) $1,821 Shares 8,210 Est. Cost $137.09 Unrealized +40.5%
CVX Chevron Corp 1.0%
Value ($000) $1,289 Shares 10,871 Est. Cost $85.14 Unrealized +7.5%
AAPL Apple Inc 0.7%
Value ($000) $913 Shares 4,077 Est. Cost $39.53 Unrealized +27.1%
DIS Disney Walt Co Disney 0.7%
Value ($000) $836 Shares 6,412 Est. Cost $98.23 Unrealized +36.7%
ED Consolidated Edison Inc 0.6%
Value ($000) $783 Shares 8,284 Est. Cost $60.48 Unrealized +16.6%
AXP American Express Co 0.6%
Value ($000) $776 Shares 6,563 Est. Cost $85.69 Unrealized +31.4%
AT&T Inc 0.6%
Value ($000) $697 Shares 18,421 Est. Cost $38.87 Unrealized
Chubb Limited 0.6%
Value ($000) $688 Shares 4,259 Est. Cost $140.20 Unrealized
SWK Stanley Black & Decker Inc 0.5%
Value ($000) $621 Shares 4,299 Est. Cost $111.16 Unrealized +5.0%
PPG PPG Industries Inc 0.5%
Value ($000) $618 Shares 5,211 Est. Cost $98.59 Unrealized +3.3%
BB&T Corp 0.5%
Value ($000) $607 Shares 11,372 Est. Cost $46.01 Unrealized
UnitedHealth Group Inc 0.5%
Value ($000) $605 Shares 2,783 Est. Cost $226.73 Unrealized
BAX Baxter Intl Inc 0.5%
Value ($000) $574 Shares 6,564 Est. Cost $57.06 Unrealized +32.4%
Oracle Corp 0.4%
Value ($000) $543 Shares 9,862 Est. Cost $48.78 Unrealized
PH Parker Hannifin Corp 0.4%
Value ($000) $539 Shares 2,984 Est. Cost $160.81 Unrealized -3.6%
MAS Masco Corp 0.4%
Value ($000) $537 Shares 12,881 Est. Cost $34.86 Unrealized +3.5%
PFE Pfizer Inc 0.4%
Value ($000) $531 Shares 14,782 Est. Cost $23.91 Unrealized +13.0%
DOV Dover Corp 0.4%
Value ($000) $512 Shares 5,140 Est. Cost $68.60 Unrealized +27.8%
FedEx Corp 0.4%
Value ($000) $497 Shares 3,417 Est. Cost $190.60 Unrealized
AVY Avery Dennison Corp 0.4%
Value ($000) $487 Shares 4,284 Est. Cost $95.25 Unrealized +7.2%
Alphabet Inc Cap Stock Cl A 0.4%
Value ($000) $481 Shares 394 Est. Cost $1078.78 Unrealized
Alphabet Inc Cap Stock Cl C 0.4%
Value ($000) $453 Shares 372 Est. Cost $1069.24 Unrealized
NVIDIA Corp 0.4%
Value ($000) $451 Shares 2,593 Est. Cost $173.93 Unrealized
Booking Holdings Inc 0.3%
Value ($000) $402 Shares 205 Est. Cost $1960.98 Unrealized
TJX TJX Cos Inc 0.3%
Value ($000) $398 Shares 7,141 Est. Cost $50.09 Unrealized 0.0%
RMD ResMed Inc 0.3%
Value ($000) $396 Shares 2,934 Est. Cost $77.22 Unrealized +60.5%
Visa Inc Cl A 0.3%
Value ($000) $387 Shares 2,250 Est. Cost $120.12 Unrealized
SYK Stryker Corp 0.3%
Value ($000) $337 Shares 1,557 Est. Cost $168.81 Unrealized +18.6%
PEP PepsiCo Inc 0.3%
Value ($000) $317 Shares 2,314 Est. Cost $92.50 Unrealized +18.2%
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $312 Shares 1 Est. Cost $284799.47 Unrealized +8.7%
ROP Roper Technologies Inc 0.2%
Value ($000) $305 Shares 855 Est. Cost $245.91 Unrealized +42.2%
PG Procter And Gamble Co 0.2%
Value ($000) $292 Shares 2,344 Est. Cost $72.65 Unrealized +39.0%
BRK/B Berkshire Hathaway Inc Cl B 0.2%
Value ($000) $282 Shares 1,355 Est. Cost $205.53 Unrealized +0.2%
General Electric Co 0.2%
Value ($000) $265 Shares 29,671 Est. Cost $16.76 Unrealized
Facebook Inc Cl A 0.2%
Value ($000) $231 Shares 1,297 Est. Cost $166.54 Unrealized
DE Deere & Co 0.2%
Value ($000) $224 Shares 1,325 Est. Cost $144.25 Unrealized +1.2%
Duke Energy Corp 0.2%
Value ($000) $218 Shares 2,275 Est. Cost $86.22 Unrealized
AMZN Amazon.com Inc 0.2%
Value ($000) $212 Shares 122 Est. Cost $94.03 Unrealized -1.4%