Stock Taper 
MONTEREY PRIVATE WEALTH, INC.
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 42 | $33.53M |
 BlackRock, Inc. | BLK | 223 | $211.06K |
 Netflix, Inc. | NFLX | 302 | $281.62K |
 Caterpillar Inc. | CAT | 728 | $240.08K |
 The Travelers Companies, Inc. | TRV | 772 | $204.16K |
 Automatic Data Processing, Inc. | ADP | 834 | $254.73K |
 Quanta Services, Inc. | PWR | 930 | $236.39K |
 Eli Lilly and Company | LLY | 1.12K | $926.84K |
 Lowe's Companies, Inc. | LOW | 1.16K | $271.51K |
 Texas Instruments Incorporated | TXN | 1.21K | $216.85K |
 UnitedHealth Group Incorporated | UNH | 1.24K | $647.88K |
 The Progressive Corporation | PGR | 1.24K | $351.51K |
 International Business Machines Corporation | IBM | 1.25K | $309.75K |
 McDonald's Corporation | MCD | 1.31K | $410.58K |
 Union Pacific Corporation | UNP | 1.36K | $321.3K |
 Ecolab Inc. | ECL | 1.46K | $368.91K |
 American Express Company | AXP | 1.57K | $422.32K |
 The Hershey Company | HSY | 1.73K | $296.22K |
 Meta Platforms, Inc. | META | 1.75K | $1.01M |
 Applied Materials, Inc. | AMAT | 1.92K | $278.41K |