Stock Taper 
MONTEREY PRIVATE WEALTH, INC.
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 2.78K | $465.42K |
 Palantir Technologies Inc. | PLTR | 2.69K | $227.21K |
 AbbVie Inc. | ABBV | 2.66K | $557.05K |
 The Procter & Gamble Company | PG | 2.21K | $377.08K |
 The Home Depot, Inc. | HD | 2.21K | $810.61K |
 Morgan Stanley | MS | 2.21K | $257.5K |
 GE Aerospace | GE | 2.19K | $439.38K |
 S&P Global Inc. | SPGI | 2.17K | $1.1M |
 The TJX Companies, Inc. | TJX | 2.13K | $259.55K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.99K | $330.34K |
 Applied Materials, Inc. | AMAT | 1.92K | $278.41K |
 Meta Platforms, Inc. | META | 1.75K | $1.01M |
 The Hershey Company | HSY | 1.73K | $296.22K |
 American Express Company | AXP | 1.57K | $422.32K |
 Ecolab Inc. | ECL | 1.46K | $368.91K |
 Union Pacific Corporation | UNP | 1.36K | $321.3K |
 McDonald's Corporation | MCD | 1.31K | $410.58K |
 International Business Machines Corporation | IBM | 1.25K | $309.75K |
 The Progressive Corporation | PGR | 1.24K | $351.51K |
 UnitedHealth Group Incorporated | UNH | 1.24K | $647.88K |