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| Name: |
Monterey Private Wealth Inc. |
| City: |
MONTEREY |
| State: |
CA |
| Zip: |
93940 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Unchanged Positions |
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Page 1 of 1 |
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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 |
|
MAC |
Macerich Co |
58 |
- |
$15.51 |
$490,000 |
28,440 |
0.2% |
51,000 |
0 |
0.013 |
REIT - Retail |
|
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CRBN |
Ishares Msci Acwi Low Carbo... |
61 |
- |
$0.00 |
$438,000 |
2,443 |
0.18% |
34,000 |
0 |
0.006 |
N/A |
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MDY |
Standrd Poor Mdcp 400 SPDR |
67 |
- |
$547.29 |
$361,000 |
649 |
0.14% |
32,000 |
0 |
0.002 |
Closed - End Fund - E... |
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DMXF |
Ishares Esg Advanced Msci E... |
69 |
- |
$0.00 |
$348,000 |
5,106 |
0.14% |
22,000 |
0 |
0.057 |
N/A |
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HSY |
Hershey Foods Corp |
71 |
- |
$209.51 |
$345,000 |
1,772 |
0.14% |
15,000 |
0 |
0.001 |
Confectioners |
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XLE |
SPDR Energy Sector |
88 |
- |
$93.58 |
$275,000 |
2,909 |
0.11% |
31,000 |
0 |
0 |
Closed - End Fund - E... |
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WPC |
WP Carey & Co |
99 |
- |
$58.67 |
$223,000 |
3,953 |
0.09% |
-33,000 |
0 |
0.002 |
Property Management |
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XLK |
SPDR Technology Sector |
104 |
- |
$206.51 |
$219,000 |
1,053 |
0.09% |
16,000 |
0 |
0 |
Closed - End Fund - E... |
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EQT |
EQT Corp |
111 |
- |
$40.09 |
$202,000 |
5,459 |
0.08% |
-9,000 |
0 |
0.001 |
Gas Utilities |
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