Holdings
Montgomery Financial Services LLC
As of Jun 30, 2026, Montgomery Financial Services LLC reported 169 positions worth US$5.53M. Largest: Alphabet Inc (google) Class C, Apple Inc and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 4,910 | US$1.75M | first report | Jun 30, 2026 |
| Apple Inc | 3,188 | US$922K | first report | Jun 30, 2026 |
| Eli Lilly And Company | 150 | US$180K | first report | Jun 30, 2026 |
| Chevron Corporation | 884 | US$147K | first report | Jun 30, 2026 |
| Amazon.com, Inc. | 515 | US$123K | first report | Jun 30, 2026 |
| Pnc Financial Services Group, Inc. (the) | 465 | US$114K | first report | Jun 30, 2026 |
| Meta Platforms, Inc. | 200 | US$113K | first report | Jun 30, 2026 |
| Bank Of America Corporation | 1,717 | US$97,847 | first report | Jun 30, 2026 |
| Dominion Energy, Inc. | 1,350 | US$92,192 | first report | Jun 30, 2026 |
| Broadcom Inc. | 231 | US$87,260 | first report | Jun 30, 2026 |