Monte Financial Group, LLC Diversified Active

CIK: 0001755651 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 30, 2021

Total Value ($000): $163,020 (100.0% shares, 0.0% debt)

Holdings (62)

CMCSA COMCAST CORP NEW CL A 3.6%
Value ($000) $5,948 Shares 109,919 Est. Cost $41.66 Unrealized +10.8%
SCHW SCHWAB CHARLES CORP COM 3.6%
Value ($000) $5,839 Shares 89,582 Est. Cost $32.50 Unrealized +75.1%
CVS CVS HEALTH CORP COM 3.6%
Value ($000) $5,834 Shares 77,543 Est. Cost $53.48 Unrealized +16.5%
USB US BANCORP DEL COM NEW 3.3%
Value ($000) $5,300 Shares 95,830 Est. Cost $34.73 Unrealized +16.1%
WFC WELLS FARGO CO NEW COM 3.2%
Value ($000) $5,168 Shares 132,282 Est. Cost $35.70 Unrealized -11.4%
CVX CHEVRON CORP NEW COM 3.2%
Value ($000) $5,141 Shares 49,058 Est. Cost $75.72 Unrealized +5.1%
IBM INTERNATIONAL BUSINESS MACHS COM 3.1%
Value ($000) $5,070 Shares 38,047 Est. Cost $98.95 Unrealized -0.9%
HIG HARTFORD FINL SVCS GROUP INC COM 3.1%
Value ($000) $5,012 Shares 75,042 Est. Cost $39.02 Unrealized +25.2%
INTC INTEL CORP COM 3.1%
Value ($000) $5,009 Shares 78,260 Est. Cost $40.18 Unrealized +34.6%
PNC PNC FINL SVCS GROUP INC COM 3.0%
Value ($000) $4,829 Shares 27,527 Est. Cost $85.95 Unrealized +61.2%
TGT TARGET CORP COM 2.9%
Value ($000) $4,763 Shares 24,047 Est. Cost $144.87 Unrealized +12.7%
PFE PFIZER INC COM 2.8%
Value ($000) $4,616 Shares 127,408 Est. Cost $26.00 Unrealized +7.8%
IP INTERNATIONAL PAPER CO COM 2.8%
Value ($000) $4,568 Shares 84,487 Est. Cost $33.66 Unrealized +17.1%
MMM 3M CO COM 2.8%
Value ($000) $4,556 Shares 23,646 Est. Cost $118.11 Unrealized +5.9%
WHR WHIRLPOOL CORP COM 2.8%
Value ($000) $4,511 Shares 20,471 Est. Cost $127.11 Unrealized +56.2%
CSCO CISCO SYS INC COM 2.7%
Value ($000) $4,447 Shares 85,999 Est. Cost $35.76 Unrealized +13.6%
MRK MERCK & CO. INC COM 2.7%
Value ($000) $4,432 Shares 57,486 Est. Cost $64.55 Unrealized -2.3%
CAT CATERPILLAR INC COM 2.7%
Value ($000) $4,369 Shares 18,841 Est. Cost $115.62 Unrealized +63.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 2.7%
Value ($000) $4,362 Shares 56,455 Est. Cost $58.62 Unrealized +11.3%
NUE NUCOR CORP COM 2.7%
Value ($000) $4,340 Shares 54,073 Est. Cost $47.26 Unrealized +18.7%
TXN TEXAS INSTRS INC COM 2.6%
Value ($000) $4,252 Shares 22,500 Est. Cost $96.59 Unrealized +56.7%
VZ VERIZON COMMUNICATIONS INC COM 2.6%
Value ($000) $4,177 Shares 71,823 Est. Cost $43.71 Unrealized -3.3%
SO SOUTHERN CO COM 2.5%
Value ($000) $4,140 Shares 66,595 Est. Cost $41.13 Unrealized +21.2%
EMR EMERSON ELEC CO COM 2.5%
Value ($000) $4,084 Shares 45,263 Est. Cost $51.10 Unrealized +52.3%
JNJ JOHNSON & JOHNSON COM 2.3%
Value ($000) $3,820 Shares 23,245 Est. Cost $109.57 Unrealized +28.5%
HON HONEYWELL INTL INC COM 2.2%
Value ($000) $3,537 Shares 16,296 Est. Cost $129.06 Unrealized +36.9%
MSFT MICROSOFT CORP COM 2.1%
Value ($000) $3,493 Shares 14,817 Est. Cost $91.95 Unrealized +142.4%
KO COCA COLA CO COM 1.9%
Value ($000) $3,172 Shares 60,174 Est. Cost $36.32 Unrealized +19.5%
HD HOME DEPOT INC COM 1.9%
Value ($000) $3,113 Shares 10,199 Est. Cost $195.50 Unrealized +25.0%
TRV TRAVELERS COMPANIES INC COM 1.9%
Value ($000) $3,093 Shares 20,563 Est. Cost $121.29 Unrealized +9.8%
JPM JPMORGAN CHASE & CO COM 1.5%
Value ($000) $2,367 Shares 15,551 Est. Cost $98.14 Unrealized +29.7%
MDT MEDTRONIC PLC SHS 1.4%
Value ($000) $2,352 Shares 19,907 Est. Cost $101.70 Unrealized 0.0%
ETN EATON CORP PLC SHS 1.1%
Value ($000) $1,841 Shares 13,314 Est. Cost $118.94 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 1.1%
Value ($000) $1,734 Shares 9,200 Est. Cost $156.66 Unrealized 0.0%
AAPL APPLE INC COM 1.1%
Value ($000) $1,728 Shares 14,144 Est. Cost $87.33 Unrealized +43.2%
DIS DISNEY WALT CO COM 0.7%
Value ($000) $1,139 Shares 6,172 Est. Cost $103.73 Unrealized +73.7%
BA BOEING CO COM 0.6%
Value ($000) $1,032 Shares 4,053 Est. Cost $265.42 Unrealized -16.3%
AXP AMERICAN EXPRESS CO COM 0.6%
Value ($000) $999 Shares 7,064 Est. Cost $86.34 Unrealized +44.0%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $943 Shares 2,535 Est. Cost $308.19 Unrealized +3.7%
PH PARKER-HANNIFIN CORP COM 0.6%
Value ($000) $934 Shares 2,960 Est. Cost $170.88 Unrealized +58.3%
META FACEBOOK INC CL A 0.6%
Value ($000) $919 Shares 3,120 Est. Cost $271.90 Unrealized -1.7%
SWK STANLEY BLACK & DECKER INC COM 0.5%
Value ($000) $891 Shares 4,464 Est. Cost $112.09 Unrealized +37.3%
TFC TRUIST FINL CORP COM 0.5%
Value ($000) $875 Shares 15,006 Est. Cost $35.66 Unrealized +22.2%
AVY AVERY DENNISON CORP COM 0.5%
Value ($000) $847 Shares 4,612 Est. Cost $97.55 Unrealized +61.2%
PPG PPG INDS INC COM 0.5%
Value ($000) $795 Shares 5,288 Est. Cost $98.74 Unrealized +31.8%
FDX FEDEX CORP COM 0.5%
Value ($000) $786 Shares 2,768 Est. Cost $251.15 Unrealized -6.8%
SAP SAP SE SPON ADR 0.4%
Value ($000) $639 Shares 5,204 Est. Cost $130.39 Unrealized
TJX TJX COS INC NEW COM 0.4%
Value ($000) $623 Shares 9,415 Est. Cost $51.57 Unrealized +20.8%
ED CONSOLIDATED EDISON INC COM 0.4%
Value ($000) $620 Shares 8,284 Est. Cost $65.65 Unrealized -9.9%
CB CHUBB LIMITED COM 0.4%
Value ($000) $612 Shares 3,877 Est. Cost $136.02 Unrealized +10.5%
FISV FISERV INC COM 0.4%
Value ($000) $612 Shares 5,139 Est. Cost $109.20 Unrealized +5.1%
DOV DOVER CORP COM 0.4%
Value ($000) $588 Shares 4,289 Est. Cost $73.85 Unrealized +61.9%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $546 Shares 1,023 Est. Cost $13.35 Unrealized +0.4%
ABT ABBOTT LABS COM 0.3%
Value ($000) $524 Shares 4,376 Est. Cost $101.38 Unrealized +7.2%
EOG EOG RES INC COM 0.3%
Value ($000) $502 Shares 6,923 Est. Cost $34.11 Unrealized +47.8%
CTAS CINTAS CORP COM 0.3%
Value ($000) $458 Shares 1,341 Est. Cost $73.66 Unrealized +9.9%
T AT&T INC COM 0.3%
Value ($000) $435 Shares 14,376 Est. Cost $15.38 Unrealized +5.0%
MAS MASCO CORP COM 0.3%
Value ($000) $432 Shares 7,218 Est. Cost $51.14 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $372 Shares 4,896 Est. Cost $63.42 Unrealized -7.8%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $344 Shares 2,542 Est. Cost $115.68 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $323 Shares 24,581 Est. Cost $16.49 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $213 Shares 3,477 Est. Cost $35.40 Unrealized +38.3%