Stock Taper 
MONTEREY PRIVATE WEALTH, INC.
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 4.04K | $3.82M |
 Block, Inc. | XYZ | 4.04K | $219.71K |
 Walmart Inc. | WMT | 4.27K | $374.99K |
 ConocoPhillips | COP | 4.38K | $460.09K |
 RTX Corporation | RTX | 4.85K | $642.51K |
 Visa Inc. | V | 4.87K | $1.71M |
 Chevron Corporation | CVX | 4.88K | $816.16K |
 Verizon Communications Inc. | VZ | 5.03K | $228.1K |
 PepsiCo, Inc. | PEP | 6.27K | $940.65K |
 Merck & Co., Inc. | MRK | 7.79K | $698.8K |
 AT&T Inc. | T | 7.85K | $221.99K |
 Cisco Systems, Inc. | CSCO | 8.34K | $514.6K |
 Carrier Global Corporation | CARR | 8.35K | $529.6K |
 Comcast Corporation | CMCSA | 8.5K | $313.59K |
 JPMorgan Chase & Co. | JPM | 9.32K | $2.29M |
 The Walt Disney Company | DIS | 9.76K | $963K |
 Blue Owl Capital Corporation | OBDC | 10.34K | $151.64K |
 Tesla, Inc. | TSLA | 11.77K | $3.05M |
 Alphabet Inc. | GOOG | 11.81K | $1.85M |
 Amazon.com, Inc. | AMZN | 13.09K | $2.49M |