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| Name: |
Monte Financial Group LLC |
| City: |
Guilford |
| State: |
CT |
| Zip: |
06437 |
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data |
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| Holdings
Found :
6 |
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Unchanged Positions |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
JPM |
JP Morgan Chase & Co |
35 |
- |
$202.11 |
$1,642,000 |
8,198 |
0.72% |
248,000 |
0 |
0 |
Domestic Money Center... |
|
|
ED |
Consolidated Edison Inc |
65 |
- |
$96.91 |
$751,000 |
8,269 |
0.33% |
-1,000 |
0 |
0 |
Multi Utilities |
|
|
XOM |
Exxon Mobil Corp |
67 |
- |
$118.58 |
$639,000 |
5,494 |
0.28% |
90,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
69 |
- |
$81.80 |
$550,000 |
6,881 |
0.24% |
32,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
FB |
Meta Platforms Inc |
73 |
- |
$481.54 |
$414,000 |
852 |
0.18% |
112,000 |
0 |
0 |
Internet Service Prov... |
|
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IWM |
iShares Tr Russell 2000 Indx |
80 |
- |
$209.44 |
$253,000 |
1,201 |
0.11% |
12,000 |
0 |
0 |
Closed - End Fund - E... |
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