News + Filings Holdings
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Monterey Private Wealth, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Block, Inc.
| SQ | Common | 0 | -4,040 | 0 | -268,943,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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LAM RESEARCH CORP
| LRCX | Common | 0 | -361 | 0 | -232,044,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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AT&T CORP
| T | Common | 0 | -14,089 | 0 | -224,719,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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FISERV INC
| FISV | Common | 0 | -1,763 | 0 | -222,402,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Edwards Lifesciences Corp
| EW | Common | 0 | -2,330 | 0 | -219,789,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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NORFOLK SOUTHERN CORP
| NSC | Common | 0 | -946 | 0 | -214,586,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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LOWES COMPANIES INC
| LOW | Common | 0 | -950 | 0 | -214,476,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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APPLIED MATERIALS INC /DE
| AMAT | Common | 0 | -1,409 | 0 | -203,607,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Walmart Inc.
| WMT | Common | 0 | -1,293 | 0 | -203,252,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Butterfly Network, Inc.
| BFLY | COMMON STOCK | 0 | -17,593 | 0 | -40,464,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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