Monterey Private Wealth, Inc.: summary
Monterey Private Wealth, Inc. reported 138 positions with a reported value of $339.47M in its 13F for Q1 2025. Compared with Q4 2024: 11 new positions, 14 exited.
Top positions
- VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
- VANGUARD FTSE DEVELOPED MARKETS ETF
- Berkshire Hathaway Inc.
- BERKSHIRE HATHAWAY INC DEL CL B NEW
- APPLE INC COM
- VANGUARD MORNINGSTAR SMALL-CAP ETF
- WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
- ISHARES MSCI EAFE ETF
- ISHARES CORE DIVIDEND GROWTH ETF
- VANGUARD FTSE ALL-WORLD EX-US INDEX FUND