MONTEREY PRIVATE WEALTH, INC.
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 78K | $17.36M |
 | BRK-B | 37K | $19.79M |
 | BAC | 32K | $1.32M |
 | MAC | 28K | $488.31K |
 | PCG | 26K | $452.37K |
 | NVDA | 19K | $2.06M |
 | GOOGL | 17K | $2.62M |
 | MSFT | 15K | $5.57M |
 | JOBY | 14K | $82.53K |
 | XOM | 13K | $1.58M |
 | AMZN | 13K | $2.49M |
 | GOOG | 12K | $1.85M |
 | TSLA | 12K | $3.05M |
 | OBDC | 10K | $151.64K |
 | DIS | 10K | $963.00K |
 | JPM | 9K | $2.29M |
 | CMCSA | 8K | $313.59K |
 | CARR | 8K | $529.60K |
 | CSCO | 8K | $514.60K |
 | T | 8K | $221.99K |
Apple Inc.
AAPL
Shares Held
78K
Value
$17.36M
Berkshire Hathaway Inc.
BRK-B
Shares Held
37K
Value
$19.79M
Bank of America Corporation
BAC
Shares Held
32K
Value
$1.32M
The Macerich Company
MAC
Shares Held
28K
Value
$488.31K
Pacific Gas & Electric Co.
PCG
Shares Held
26K
Value
$452.37K
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$2.06M
Alphabet Inc.
GOOGL
Shares Held
17K
Value
$2.62M
Microsoft Corporation
MSFT
Shares Held
15K
Value
$5.57M
Joby Aviation, Inc.
JOBY
Shares Held
14K
Value
$82.53K
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.58M
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.49M
Alphabet Inc.
GOOG
Shares Held
12K
Value
$1.85M
Tesla, Inc.
TSLA
Shares Held
12K
Value
$3.05M
Blue Owl Capital Corporation
OBDC
Shares Held
10K
Value
$151.64K
The Walt Disney Company
DIS
Shares Held
10K
Value
$963.00K
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$2.29M
Comcast Corporation
CMCSA
Shares Held
8K
Value
$313.59K
Carrier Global Corporation
CARR
Shares Held
8K
Value
$529.60K
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$514.60K
AT&T Inc.
T
Shares Held
8K
Value
$221.99K