Stock Taper 
MONTEREY PRIVATE WEALTH, INC.
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 78.14K | $17.36M |
 Berkshire Hathaway Inc. | BRK-B | 37.16K | $19.79M |
 Bank of America Corporation | BAC | 31.58K | $1.32M |
 The Macerich Company | MAC | 28.44K | $488.31K |
 PG&E Corporation | PCG | 26.33K | $452.37K |
 NVIDIA Corporation | NVDA | 19.05K | $2.06M |
 Alphabet Inc. | GOOGL | 16.95K | $2.62M |
 Microsoft Corporation | MSFT | 14.85K | $5.57M |
 Joby Aviation, Inc. | JOBY | 13.71K | $82.53K |
 Exxon Mobil Corporation | XOM | 13.3K | $1.58M |
 Amazon.com, Inc. | AMZN | 13.09K | $2.49M |
 Alphabet Inc. | GOOG | 11.81K | $1.85M |
 Tesla, Inc. | TSLA | 11.77K | $3.05M |
 Blue Owl Capital Corporation | OBDC | 10.34K | $151.64K |
 The Walt Disney Company | DIS | 9.76K | $963K |
 JPMorgan Chase & Co. | JPM | 9.32K | $2.29M |
 Comcast Corporation | CMCSA | 8.5K | $313.59K |
 Carrier Global Corporation | CARR | 8.35K | $529.6K |
 Cisco Systems, Inc. | CSCO | 8.34K | $514.6K |
 AT&T Inc. | T | 7.85K | $221.99K |