Stock Taper 
MONTEREY PRIVATE WEALTH, INC.
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Exxon Mobil Corporation | XOM | 13.3K | $1.58M |
 Joby Aviation, Inc. | JOBY | 13.71K | $82.53K |
 Microsoft Corporation | MSFT | 14.85K | $5.57M |
 Alphabet Inc. | GOOGL | 16.95K | $2.62M |
 NVIDIA Corporation | NVDA | 19.05K | $2.06M |
 PG&E Corporation | PCG | 26.33K | $452.37K |
 The Macerich Company | MAC | 28.44K | $488.31K |
 Bank of America Corporation | BAC | 31.58K | $1.32M |
 Berkshire Hathaway Inc. | BRK-B | 37.16K | $19.79M |
 Apple Inc. | AAPL | 78.14K | $17.36M |