Stock Taper 
MONTEREY PRIVATE WEALTH, INC.
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.99K | $330.34K |
 The TJX Companies, Inc. | TJX | 2.13K | $259.55K |
 S&P Global Inc. | SPGI | 2.17K | $1.1M |
 GE Aerospace | GE | 2.19K | $439.38K |
 Morgan Stanley | MS | 2.21K | $257.5K |
 The Home Depot, Inc. | HD | 2.21K | $810.61K |
 The Procter & Gamble Company | PG | 2.21K | $377.08K |
 AbbVie Inc. | ABBV | 2.66K | $557.05K |
 Palantir Technologies Inc. | PLTR | 2.69K | $227.21K |
 Broadcom Inc. | AVGO | 2.78K | $465.42K |
 Johnson & Johnson | JNJ | 2.85K | $472.13K |
 Lam Research Corporation | LRCX | 3K | $217.76K |
 Colgate-Palmolive Company | CL | 3K | $280.74K |
 The Coca-Cola Company | KO | 3.04K | $217.94K |
 Starbucks Corporation | SBUX | 3.24K | $317.97K |
 Abbott Laboratories | ABT | 3.33K | $442.39K |
 Mondelez International, Inc. | MDLZ | 3.47K | $235.16K |
 Wells Fargo & Company | WFC | 3.6K | $258.48K |
 W. P. Carey Inc. | WPC | 3.95K | $249.47K |
 Otis Worldwide Corporation | OTIS | 4.01K | $413.63K |