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Monterey Private Wealth Inc. Top Holdings
As of  06/30/2022, below is a summary of the Monterey Private Wealth Inc. top holdings by largest position size, as per the latest 13f filing made by Monterey Private Wealth Inc.. In the Monterey Private Wealth Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Monterey Private Wealth Inc. in that top holding, then the share count change between reporting periods, and finally the Monterey Private Wealth Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 146,635 +9,277 $27,658
     VTI146,635+9,277$27,658
ISHARES TR (EFA) 243,270 +9,905 $15,202
     EFA243,270+9,905$15,202
ISHARES TR (DGRO) 299,306 +104,129 $14,259
     DGRO299,306+104,129$14,259
APPLE INC 82,397 +4,816 $11,265
     AAPL82,397+4,816$11,265
VANGUARD TAX MANAGED INTL FD (VEA) 215,564 +59,231 $8,795
     VEA215,564+59,231$8,795
BERKSHIRE HATHAWAY INC DEL      $7,697
     BRK.B28,192+912$7,697
VANGUARD INDEX FDS (VB) 42,037 -4,438 $7,403
     VB42,037-4,438$7,403
VANGUARD INTL EQUITY INDEX F (VEU) 147,890 +2,166 $7,389
     VEU147,890+2,166$7,389
ISHARES TR (USMV) 90,615 -2,953 $6,362
     USMV90,615-2,953$6,362
MICROSOFT CORP 14,228 +1,013 $3,654
     MSFT14,228+1,013$3,654
INVESCO EXCH TRD SLF IDX FD 87,263 +12,697 $3,594
     OMFL87,263+12,697$3,594
VANGUARD INDEX FDS (VNQ) 32,571 -209 $2,968
     VNQ32,571-209$2,968
TESLA INC 4,109 +112 $2,767
     TSLA4,109+112$2,767
ISHARES TR (EFAV) 41,924 -119 $2,654
     EFAV41,924-119$2,654
VANGUARD INTL EQUITY INDEX F (VT) 28,713 -2,088 $2,450
     VT28,713-2,088$2,450
VANGUARD WORLD FD (ESGV) 36,867 +4,654 $2,448
     ESGV36,867+4,654$2,448
J P MORGAN EXCHANGE TRADED F (JMST) 41,637 -4,291 $2,109
     JMST41,637-4,291$2,109
ALPHABET INC 898 +34 $1,957
     GOOGL898+34$1,957
COSTCO WHSL CORP NEW 4,034 +109 $1,933
     COST4,034+109$1,933
EXXON MOBIL CORP 21,999 +349 $1,884
     XOM21,999+349$1,884
AMAZON COM INC 12,929 +12,384 $1,373
     AMZN12,929+12,384$1,373
INVESCO QQQ TR 4,795 +314 $1,344
     QQQ4,795+314$1,344
PEPSICO INC 8,028 +157 $1,338
     PEP8,028+157$1,338
INVESCO EXCH TRADED FD TR II (SPLV) 20,861 +58 $1,293
     SPLV20,861+58$1,293
VANGUARD SPECIALIZED FUNDS (VIG) 8,740 +379 $1,254
     VIG8,740+379$1,254
ALPHABET INC 572 +44 $1,251
     GOOG572+44$1,251
VANGUARD WORLD FD (VSGX) 22,236 +3,785 $1,090
     VSGX22,236+3,785$1,090
FIRST TR EXCHANGE TRADED FD (FXZ) 17,487 +581 $988
     FXZ17,487+581$988
ISHARES TR (IDEV) 17,949 -35,978 $965
     IDEV17,949-35,978$965
DISNEY WALT CO 9,863 +411 $931
     DIS9,863+411$931
VANGUARD INDEX FDS (VOO) 2,625 -168 $911
     VOO2,625-168$911
BK OF AMERICA CORP 28,018 -191 $872
     BAC28,018-191$872
CHEVRON CORP NEW 6,021 +172 $872
     CVX6,021+172$872
LILLY ELI & CO 2,657 +60 $861
     LLY2,657+60$861
VISA INC 4,294 +66 $846
     V4,294+66$846
JOHNSON & JOHNSON 4,610 +285 $818
     JNJ4,610+285$818
RAYTHEON TECHNOLOGIES CORP 8,023 -672 $771
     RTX8,023-672$771
VANGUARD INDEX FDS (VTV) 5,392 +872 $711
     VTV5,392+872$711
ISHARES TR (DVY) 5,773 +34 $679
     DVY5,773+34$679
S&P GLOBAL INC 2,015 +34 $679
     SPGI2,015+34$679
AT&T INC 32,066 +726 $672
     T32,066+726$672
DIMENSIONAL ETF TRUST (DFAC) 28,472 +54 $663
     DFAC28,472+54$663
COMCAST CORP NEW 15,635 -772 $614
     CMCSA15,635-772$614
COHEN & STEERS INFRASTRUCTUR 23,890 +312 $605
     UTF23,890+312$605
VERIZON COMMUNICATIONS INC 11,898 -492 $604
     VZ11,898-492$604
HOME DEPOT INC 2,102 +109 $577
     HD2,102+109$577
MERCK & CO INC 5,955 +256 $543
     MRK5,955+256$543
SPDR S&P 500 ETF TR (SPY) 1,332 -20 $502
     SPY1,332-20$502
JPMORGAN CHASE & CO 4,320 -135 $487
     JPM4,320-135$487
UNITEDHEALTH GROUP INC 945 +18 $485
     UNH945+18$485

See Full List: All Stocks Held By Monterey Private Wealth Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Monterey Private Wealth Inc.

Size ($ in 1000's)
At 06/30/2022: $174,984
At 03/31/2022: $207,018

Monterey Private Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Monterey Private Wealth Inc. 13F filings. Link to 13F filings: SEC filings

Monterey Private Wealth Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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