Monte Financial Group, LLC Diversified Active

CIK: 0001755651 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 3, 2020

Total Value ($000): $126,467 (100.0% shares, 0.0% debt)

Holdings (57)

CVS CVS Health Corp 4.3%
Value ($000) $5,393 Shares 83,010 Est. Cost $53.38 Unrealized -1.5%
Cisco Systems Inc 3.6%
Value ($000) $4,522 Shares 96,959 Est. Cost $39.64 Unrealized
Target Corp 3.5%
Value ($000) $4,391 Shares 36,610 Est. Cost $70.71 Unrealized
MSFT Microsoft Corp 3.4%
Value ($000) $4,268 Shares 20,972 Est. Cost $91.95 Unrealized +88.2%
IBM Intl Business Machines 3.2%
Value ($000) $4,082 Shares 33,800 Est. Cost $99.08 Unrealized -7.8%
INTC Intel Corp 3.2%
Value ($000) $4,082 Shares 68,227 Est. Cost $39.22 Unrealized +35.6%
CVX Chevron Corp 3.2%
Value ($000) $4,014 Shares 44,986 Est. Cost $76.87 Unrealized -9.2%
GILD Gilead Sciences Inc 3.1%
Value ($000) $3,936 Shares 51,151 Est. Cost $54.93 Unrealized +11.9%
Merck & Co Inc 3.1%
Value ($000) $3,879 Shares 50,159 Est. Cost $60.20 Unrealized
UPS United Parcel Service Inc Cl B 3.0%
Value ($000) $3,777 Shares 33,974 Est. Cost $84.32 Unrealized -5.4%
Comcast Corp Cl A 2.9%
Value ($000) $3,639 Shares 93,349 Est. Cost $37.27 Unrealized
PFE Pfizer Inc 2.8%
Value ($000) $3,601 Shares 110,127 Est. Cost $25.60 Unrealized +1.5%
3M Co 2.8%
Value ($000) $3,521 Shares 22,574 Est. Cost $138.50 Unrealized
IP International Paper Co 2.8%
Value ($000) $3,503 Shares 99,479 Est. Cost $33.54 Unrealized -26.1%
JNJ Johnson & Johnson 2.8%
Value ($000) $3,483 Shares 24,766 Est. Cost $109.57 Unrealized +13.4%
Verizon Communications Inc 2.7%
Value ($000) $3,436 Shares 62,322 Est. Cost $53.18 Unrealized
USB US Bancorp Del 2.7%
Value ($000) $3,422 Shares 92,939 Est. Cost $35.09 Unrealized -20.6%
KO Coca-Cola Co 2.5%
Value ($000) $3,198 Shares 71,574 Est. Cost $36.32 Unrealized +6.6%
GIS General Mills Inc 2.5%
Value ($000) $3,130 Shares 50,773 Est. Cost $35.40 Unrealized +40.9%
Raytheon Technologies Corp 2.5%
Value ($000) $3,118 Shares 50,605 Est. Cost $61.61 Unrealized
WFC Wells Fargo & Co 2.4%
Value ($000) $3,041 Shares 118,807 Est. Cost $37.41 Unrealized -35.9%
PNC PNC Financial Services Group I 2.4%
Value ($000) $2,990 Shares 28,416 Est. Cost $85.95 Unrealized 0.0%
HON Honeywell Intl Inc 2.3%
Value ($000) $2,965 Shares 20,510 Est. Cost $128.86 Unrealized -8.5%
SO Southern Co 2.3%
Value ($000) $2,956 Shares 57,008 Est. Cost $39.52 Unrealized +13.3%
WHR Whirlpool Corp 2.3%
Value ($000) $2,945 Shares 22,738 Est. Cost $127.11 Unrealized -10.0%
TXN Texas Instruments Inc 2.3%
Value ($000) $2,909 Shares 22,908 Est. Cost $85.70 Unrealized +16.1%
EMR Emerson Electric Co 2.3%
Value ($000) $2,886 Shares 46,529 Est. Cost $50.28 Unrealized 0.0%
CAT Caterpillar Inc 2.1%
Value ($000) $2,628 Shares 20,773 Est. Cost $115.62 Unrealized -8.2%
HD Home Depot Inc 1.9%
Value ($000) $2,460 Shares 9,822 Est. Cost $190.65 Unrealized +4.8%
NUE Nucor Corp 1.8%
Value ($000) $2,301 Shares 55,574 Est. Cost $48.30 Unrealized -24.6%
AAPL Apple Inc 1.7%
Value ($000) $2,204 Shares 6,041 Est. Cost $50.92 Unrealized +47.5%
VFC VF Corp 1.6%
Value ($000) $2,082 Shares 34,166 Est. Cost $58.24 Unrealized 0.0%
JPMorgan Chase & Co 1.4%
Value ($000) $1,784 Shares 18,970 Est. Cost $106.14 Unrealized
TD Toronto Dominion Bank Ont 1.4%
Value ($000) $1,761 Shares 39,480 Est. Cost $55.08 Unrealized -22.7%
BA Boeing Co 1.2%
Value ($000) $1,556 Shares 8,490 Est. Cost $265.42 Unrealized -42.1%
DIS Disney Walt Co Disney 0.7%
Value ($000) $943 Shares 8,454 Est. Cost $103.73 Unrealized +4.0%
AXP American Express Co 0.6%
Value ($000) $821 Shares 8,628 Est. Cost $86.34 Unrealized -0.8%
Dominion Resources Inc VA New 0.6%
Value ($000) $811 Shares 9,990 Est. Cost $76.13 Unrealized
NVIDIA Corp 0.6%
Value ($000) $796 Shares 2,094 Est. Cost $173.93 Unrealized
UnitedHealth Group Inc 0.6%
Value ($000) $775 Shares 2,629 Est. Cost $230.13 Unrealized
SWK Stanley Black & Decker Inc 0.6%
Value ($000) $731 Shares 5,245 Est. Cost $111.58 Unrealized -9.3%
Facebook Inc Cl A 0.5%
Value ($000) $662 Shares 2,916 Est. Cost $168.35 Unrealized
TJX TJX Cos Inc 0.5%
Value ($000) $643 Shares 12,719 Est. Cost $51.79 Unrealized -10.0%
FedEx Corp 0.5%
Value ($000) $622 Shares 4,434 Est. Cost $151.96 Unrealized
DOV Dover Corp 0.5%
Value ($000) $599 Shares 6,208 Est. Cost $73.85 Unrealized +15.9%
ED Consolidated Edison Inc 0.5%
Value ($000) $596 Shares 8,284 Est. Cost $65.65 Unrealized -4.6%
Truist Financial Corp 0.5%
Value ($000) $590 Shares 15,708 Est. Cost $50.50 Unrealized
PH Parker Hannifin Corp 0.4%
Value ($000) $560 Shares 3,055 Est. Cost $160.03 Unrealized -6.6%
AT&T Inc 0.4%
Value ($000) $546 Shares 18,075 Est. Cost $38.89 Unrealized
PPG PPG Industries Inc 0.4%
Value ($000) $540 Shares 5,094 Est. Cost $98.10 Unrealized -12.0%
AVY Avery Dennison Corp 0.4%
Value ($000) $492 Shares 4,309 Est. Cost $95.68 Unrealized +4.3%
SCHW Schwab Charles Corp 0.3%
Value ($000) $430 Shares 12,746 Est. Cost $33.18 Unrealized 0.0%
Exxon Mobil Corp 0.3%
Value ($000) $414 Shares 9,249 Est. Cost $79.59 Unrealized
FISV Fiserv Inc 0.3%
Value ($000) $412 Shares 4,218 Est. Cost $109.74 Unrealized -8.2%
EOG Resources Inc 0.2%
Value ($000) $250 Shares 4,942 Est. Cost $50.59 Unrealized
General Electric Co 0.2%
Value ($000) $191 Shares 27,951 Est. Cost $16.76 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $180 Shares 13,870 Est. Cost $25.17 Unrealized -61.2%