Monte-Financial-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "TREX", "RF", "ABT", "APD", "GOOGL", "AXP", "CAT", "BRO", "EOG", "HD", "AZN", "META", "SWK", "LIN", null, null, "MSFT", "GE", "HIG", "NVS", "OMC", "ORLY", "HSY", "KLAC", "IVV", "UNH", "AAPL", "NVDA", "PFE", "MRK", "PPG", "RTX", "IBM", "SYK", "SBUX", "TXN", "TGT", "TMO", "TJX", "UBER", "UPS", "ULTA", "IT", "TT", "AVY", "APH", "WSO", "GNRC", "DECK", "BKR", "AMZN", null, null, "V", "WFC", "GRMN", "MTB", "SO", "GEV", "AME", "LULU", "ADP", "CPB", "CDNS", "CVX", "CB", "CSCO", "CME", "CMCSA", "ED", "GLW", "DELL", "DE", "RSP", "EFA", "MCO", "GOOG", "XOM", "JNJ", "TSLA", "PH", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-22
- Total Holdings
- 82
- Total Value
- 228467996
- Accession Number
- 0001951757-25-000401
- Form Type
- 13F-HR
- Manager Name
- Monte-Financial-Group
Data Enrichment
95% identified78 identified4 unidentified
Holdings
82 positions • $228.5M total value
Manager:
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