MP

Monterey Private Wealth, Inc.

13F
Monterey Private Wealth, Inc.
Last update 2025-05-14 138 Stocks (9 new)
Value $339.00 Mil Turnover 13 %
Countries:
Top Holdings: VTI(15.58%)VEA(11.37%)BRK.A(9.88%)BRK.B(5.83%)AAPL(5.11%)
Summary Stock Picks Current Portfolio
Monterey Private Wealth, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
192,454
52,894.1
+6.34%
15.580
+0.93%
0.010
+3.61%
+1.57%
448,188.6
 
VEA 		Vanguard FTSE Developed Markets ETF
759,112
38,585.7
+5.99%
11.370
+0.64%
0.030
+9.84%
+17.86%
152,176.7
 
BRK.A 		Berkshire Hathaway Inc
42
33,534.6
New Holding
9.880
+9.88%
0.000
-0.67%
+8.36%
1,061,632.4
Insurance
BRK.B 		Berkshire Hathaway Inc
37,157
19,789.1
-0.28%
5.830
-0.02%
0.000
-0.98%
+8.32%
1,058,959.7
Insurance
AAPL 		Apple Inc
78,143
17,357.9
-0.43%
5.110
-0.03%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
VB 		Vanguard Small Cap ETF
69,560
15,424.9
+4.45%
4.540
+0.19%
0.030
+1.39%
-3.57%
58,022.1
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
134,676
10,755.2
+6.15%
3.170
+0.18%
0.070
+0.77%
+1.16%
15,265.9
 
EFA 		iShares MSCI EAFE ETF
115,777
9,462.5
-1.27%
2.790
-0.04%
0.020
+8.51%
+18.34%
63,729.6
 
DGRO 		iShares Core Dividend Growth ETF
147,778
9,129.7
+2.37%
2.690
+0.06%
0.030
+0.33%
+2.39%
31,211.4
 
VEU 		Vanguard FTSE All-World ex-US ETF
147,127
8,924.7
+1.98%
2.630
+0.05%
0.020
+8.78%
+15.31%
42,514.9
 

Monterey Private Wealth, Inc.'s Historical Top Holdings Breakdowns

Monterey Private Wealth, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+9.88%
●
663000 ($729331) 801950
$737,820.00
1.16%
New holding
42
42
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.93%
●
271.18 ($290.53) 303.12
$293.34
0.97%
Add 6.34%
192,454
11,473
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.64%
●
47.4 ($50.6) 52.99
$56.10
10.87%
Add 5.99%
759,112
42,903
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31Add
+0.26%
●
56.17 ($58.26) 59.71
$55.76
-4.29%
Add 28.23%
70,772
15,579
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF2025-03-31Add
+0.20%
●
51.45 ($55.7) 58.51
$52.53
-5.69%
Add 32.92%
52,098
12,904
VB 		Vanguard Small Cap ETF2025-03-31Add
+0.19%
●
217.89 ($238.81) 252.64
$230.77
-3.37%
Add 4.45%
69,560
2,966
DGRW 		WisdomTree U.S. Dividend Growth Fund2025-03-31Add
+0.18%
●
78 ($81.92) 84.37
$81.44
-0.59%
Add 6.15%
134,676
7,802
EVLN 		Eaton Vance Floating-Rate ETF2025-03-31New Buy
+0.13%
●
49.45 ($50.22) 50.68
$49.83
-0.78%
New holding
9,033
9,033
PCG 		PG&E Corp2025-03-31New Buy
+0.13%
●
15.16 ($16.59) 20.4
$16.06
-3.19%
New holding
26,331
26,331
XOM 		Exxon Mobil Corp2025-03-31Reduce
-0.11%
●
105.44 ($110.59) 118.93
$102.30
-7.50%
Reduce -18.34%
13,301
-2,987

Monterey Private Wealth, Inc. Total Holding History ($B)

To

Monterey Private Wealth, Inc.'s Asset Allocation

To

Monterey Private Wealth, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Monterey Private Wealth, Inc.'s Hypothetical Growth since 2025-03-31

Monterey Private Wealth, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Monterey Private Wealth, Inc.'s Holdings Heat Map

Size field:

Monterey Private Wealth, Inc.'s Holdings Bubble Chart

Monterey Private Wealth, Inc. News

  • 1

Discussions on Monterey Private Wealth, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.