Monte Financial Group, LLC Diversified Active

CIK: 0001755651 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 3, 2020

Total Value ($000): $132,319 (100.0% shares, 0.0% debt)

Holdings (58)

Target Corp 3.9%
Value ($000) $5,205 Shares 33,063 Est. Cost $70.71 Unrealized
UPS United Parcel Service Inc Cl B 3.9%
Value ($000) $5,166 Shares 31,003 Est. Cost $84.32 Unrealized +39.2%
CVS CVS Health Corp 3.4%
Value ($000) $4,551 Shares 77,932 Est. Cost $53.38 Unrealized -1.9%
Comcast Corp Cl A 3.3%
Value ($000) $4,422 Shares 95,585 Est. Cost $37.48 Unrealized
WHR Whirlpool Corp 3.1%
Value ($000) $4,130 Shares 22,460 Est. Cost $127.11 Unrealized +30.7%
IBM Intl Business Machines 3.0%
Value ($000) $4,017 Shares 33,012 Est. Cost $99.08 Unrealized -5.3%
Merck & Co Inc 3.0%
Value ($000) $3,975 Shares 47,925 Est. Cost $60.20 Unrealized
PFE Pfizer Inc 3.0%
Value ($000) $3,914 Shares 106,640 Est. Cost $25.60 Unrealized +5.9%
IP International Paper Co 2.9%
Value ($000) $3,820 Shares 94,223 Est. Cost $33.54 Unrealized -16.7%
INTC Intel Corp 2.8%
Value ($000) $3,662 Shares 70,728 Est. Cost $39.48 Unrealized +17.9%
MSFT Microsoft Corp 2.7%
Value ($000) $3,600 Shares 17,116 Est. Cost $91.95 Unrealized +118.3%
HON Honeywell Intl Inc 2.7%
Value ($000) $3,538 Shares 21,494 Est. Cost $129.06 Unrealized +3.2%
USB US Bancorp Del 2.7%
Value ($000) $3,535 Shares 98,602 Est. Cost $34.73 Unrealized -16.7%
SCHW Schwab Charles Corp 2.7%
Value ($000) $3,509 Shares 96,840 Est. Cost $32.50 Unrealized -0.3%
GILD Gilead Sciences Inc 2.7%
Value ($000) $3,509 Shares 55,532 Est. Cost $55.03 Unrealized +2.0%
JNJ Johnson & Johnson 2.6%
Value ($000) $3,499 Shares 23,504 Est. Cost $109.57 Unrealized +15.9%
Verizon Communications Inc 2.6%
Value ($000) $3,495 Shares 58,757 Est. Cost $53.18 Unrealized
3M Co 2.6%
Value ($000) $3,485 Shares 21,758 Est. Cost $138.50 Unrealized
CVX Chevron Corp 2.6%
Value ($000) $3,405 Shares 47,287 Est. Cost $76.37 Unrealized -12.9%
Cisco Systems Inc 2.5%
Value ($000) $3,289 Shares 83,508 Est. Cost $39.64 Unrealized
KO Coca-Cola Co 2.4%
Value ($000) $3,204 Shares 64,888 Est. Cost $36.32 Unrealized +12.3%
Raytheon Technologies Corp 2.4%
Value ($000) $3,167 Shares 55,041 Est. Cost $61.29 Unrealized
WFC Wells Fargo & Co 2.4%
Value ($000) $3,123 Shares 132,838 Est. Cost $35.77 Unrealized -39.0%
PNC PNC Financial Services Group I 2.4%
Value ($000) $3,120 Shares 28,389 Est. Cost $85.95 Unrealized +3.2%
TXN Texas Instruments Inc 2.3%
Value ($000) $3,087 Shares 21,623 Est. Cost $85.70 Unrealized +36.3%
SO Southern Co 2.3%
Value ($000) $3,065 Shares 56,531 Est. Cost $39.52 Unrealized +10.2%
EMR Emerson Electric Co 2.3%
Value ($000) $3,059 Shares 46,652 Est. Cost $50.28 Unrealized +16.9%
NUE Nucor Corp 2.2%
Value ($000) $2,865 Shares 63,855 Est. Cost $47.26 Unrealized -14.7%
CAT Caterpillar Inc 2.1%
Value ($000) $2,813 Shares 18,859 Est. Cost $115.62 Unrealized +9.7%
VFC VF Corp 2.1%
Value ($000) $2,809 Shares 39,989 Est. Cost $59.16 Unrealized +9.2%
GIS General Mills Inc 2.1%
Value ($000) $2,746 Shares 44,520 Est. Cost $35.40 Unrealized +47.2%
HD Home Depot Inc 2.0%
Value ($000) $2,601 Shares 9,365 Est. Cost $190.65 Unrealized +24.7%
AAPL Apple Inc 1.6%
Value ($000) $2,066 Shares 17,843 Est. Cost $87.33 Unrealized +21.3%
TD Toronto Dominion Bank Ont 1.4%
Value ($000) $1,819 Shares 39,348 Est. Cost $55.08 Unrealized -15.5%
JPMorgan Chase & Co 1.1%
Value ($000) $1,509 Shares 15,676 Est. Cost $106.14 Unrealized
FedEx Corp 0.8%
Value ($000) $1,028 Shares 4,086 Est. Cost $151.96 Unrealized
DIS Disney Walt Co Disney 0.8%
Value ($000) $1,004 Shares 8,091 Est. Cost $103.73 Unrealized +17.7%
AXP American Express Co 0.6%
Value ($000) $845 Shares 8,426 Est. Cost $86.34 Unrealized +6.4%
TJX TJX Cos Inc 0.6%
Value ($000) $808 Shares 14,513 Est. Cost $51.57 Unrealized -3.0%
UnitedHealth Group Inc 0.6%
Value ($000) $807 Shares 2,587 Est. Cost $230.13 Unrealized
SWK Stanley Black & Decker Inc 0.6%
Value ($000) $794 Shares 4,894 Est. Cost $111.58 Unrealized +17.5%
Facebook Inc Cl A 0.6%
Value ($000) $738 Shares 2,818 Est. Cost $168.35 Unrealized
NVIDIA Corp 0.6%
Value ($000) $733 Shares 1,355 Est. Cost $173.93 Unrealized
PPG PPG Industries Inc 0.5%
Value ($000) $683 Shares 5,592 Est. Cost $98.74 Unrealized +6.6%
BA Boeing Co 0.5%
Value ($000) $671 Shares 4,058 Est. Cost $265.42 Unrealized -35.8%
AVY Avery Dennison Corp 0.5%
Value ($000) $652 Shares 5,101 Est. Cost $97.55 Unrealized +10.5%
ED Consolidated Edison Inc 0.5%
Value ($000) $644 Shares 8,284 Est. Cost $65.65 Unrealized -7.4%
Truist Financial Corp 0.5%
Value ($000) $630 Shares 16,557 Est. Cost $49.86 Unrealized
PH Parker Hannifin Corp 0.5%
Value ($000) $628 Shares 3,104 Est. Cost $160.39 Unrealized +14.0%
FISV Fiserv Inc 0.4%
Value ($000) $482 Shares 4,676 Est. Cost $108.74 Unrealized -8.4%
DOV Dover Corp 0.4%
Value ($000) $465 Shares 4,289 Est. Cost $73.85 Unrealized +35.0%
Dominion Resources Inc VA New 0.3%
Value ($000) $416 Shares 5,273 Est. Cost $76.13 Unrealized
CTAS Cintas Corp 0.3%
Value ($000) $406 Shares 1,220 Est. Cost $72.90 Unrealized 0.0%
AT&T Inc 0.2%
Value ($000) $321 Shares 11,250 Est. Cost $38.89 Unrealized
EOG Resources Inc 0.2%
Value ($000) $263 Shares 7,308 Est. Cost $45.86 Unrealized
Exxon Mobil Corp 0.2%
Value ($000) $214 Shares 6,227 Est. Cost $79.59 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $162 Shares 13,477 Est. Cost $25.17 Unrealized -47.7%
General Electric Co 0.1%
Value ($000) $146 Shares 23,468 Est. Cost $16.76 Unrealized