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CIK: 0000927971
Total reported value
$303.7B
$303.7B
3155 檔
13.4%
The Q4 2024 SEC filing reveals that Bank Of Montreal /can/ held a total portfolio value of $303.7B, covering 3155 public equity positions.
In Q4 2024, Bank Of Montreal /can/ adopted a defensive or profit-taking posture, trimming 128 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, RY) accounted for 13.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $321.0M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $311.3M
Showing top 200 holdings (of 3155 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.22% | -0.57% | -24.86% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.03% | -0.02% | -2.47% | |
| 3 | RY | Royal Bank Of Canada | Stock-Financials | 3.87% | +0.39% | -4.64% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.64% | +0.21% | -15.38% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.47% | -2.86% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | -0.37% | -14.95% | |
| 7 | TD | Toronto-dominion Bank | Stock-Financials | 2.13% | -0.15% | -7.39% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.11% | -12.98% | |
| 9 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.68% | +0.05% | +8.53% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | -0.50% | +0.61% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.52% | -0.02% | +7.23% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | +0.33% | -13.82% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | +1.55% | +47.44% | |
| 14 | BMO | Bank Of Montreal | Stock-Financials | 1.40% | +0.19% | +10.56% | |
| 15 | BN | Brookfield CORP | Stock-Financials | 1.33% | -0.03% | -5.34% | |
| 16 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.29% | +0.17% | +5.99% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.17% | -0.28% | -1.67% | |
| 18 | BUR | Burford Capital Limited | Stock-Other | 1.17% | -0.96% | -5.11% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.16% | -4.68% | |
| 20 | ENB | Enbridge Inc | Stock-Energy | 1.10% | -0.07% | -8.20% | |
| 21 | TRP | Tc Energy CORP | Stock-Energy | 0.96% | -0.46% | -17.33% | |
| 22 | CNQ | Canadian Natural Resources | Stock-Energy | 0.87% | -0.33% | -2.40% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | +0.01% | -16.39% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | -0.13% | -1.35% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | -0.02% | +3.75% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.05% | -6.09% | |
| 27 | MSTR | Strategy Inc | Stock-Tech | 0.73% | -0.06% | +9698.97% | |
| 28 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.72% | +0.04% | -2.83% | |
| 29 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.69% | -0.01% | +2.24% | |
| 30 | WCN | Waste Connections Inc | Stock-Industrials | 0.69% | -0.02% | +4.31% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.67% | -0.04% | -0.42% | |
| 32 | MFC | Manulife Financial CORP | Stock-Financials | 0.65% | +0.01% | -7.61% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.02% | -17.78% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | — | -57.20% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.16% | -13.67% | |
| 36 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.56% | -0.07% | +8.96% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.55% | +0.14% | -1.64% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.12% | -4.19% | |
| 39 | TU | Telus CORP | Stock-Other | 0.52% | -0.07% | +4.22% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.10% | -11.81% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.51% | -0.03% | +54.05% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.47% | +0.86% | +46.84% | |
| 43 | FTS | Fortis Inc | Stock-Utilities | 0.47% | -0.06% | -7.79% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.10% | +1.46% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | — | -7.79% | |
| 46 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.45% | -0.18% | EXIT | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.45% | +0.02% | -20.81% | |
| 48 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.44% | -0.04% | +1.90% | |
| 49 | BCE | Bce Inc | Stock-Comm Services | 0.43% | -0.07% | +14.22% | |
| 50 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.42% | -0.03% | -8.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | +0.7% | +9698.97% | Add |
| 2 | TSLA | Tesla Inc | +0.7% | +7.23% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +47.44% | Add |
| 4 | AAPL | Apple Inc | +0.5% | -2.47% | Trim |
| 5 | NFLX | Netflix Inc | +0.3% | -1.67% | Trim |
| 6 | BMO | Bank Of Montreal | +0.3% | +10.56% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | -13.82% | Trim |
| 8 | FEZ | State Street Spdr Euro Stoxx | +0.2% | +3803.57% | Add |
| 9 | SHOP | Shopify Inc - Class A | +0.2% | +8.96% | Add |
| 10 | BNS | Bank Of Nova Scotia | +0.2% | +8.53% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | +136.35% | Add |
| 12 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +54.05% | Add |
| 13 | CM | Can Imperial Bk Of Commerce | +0.2% | +5.99% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -4.68% | Trim |
| 15 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 16 | XLE | Ss Energy Select Sector | +0.1% | +316.82% | Add |
| 17 | NOW | Servicenow Inc | +0.1% | -0.42% | Trim |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +0.61% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +42.48% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | -1.35% | Trim |
| 21 | ET | Energy Transfer LP | +0.1% | +12090.83% | Add |
| 22 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +3395.04% | Add |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.64% | Trim |
| 24 | BN | Brookfield CORP | +0.1% | -5.34% | Trim |
| 25 | GRTUF | Granite Real Estate Investme | +0.1% | NEW | New buy |
| 26 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 27 | DEO | Diageo Plc-sponsored Adr | +0.1% | +1181.46% | Add |
| 28 | SMH | Vaneck Semiconductor ETF | +0.1% | +194.84% | Add |
| 29 | BA | Boeing Co/the | +0.1% | +103.14% | Add |
| 30 | IWM | Ishares Russell 2000 ETF | +0.1% | +3.75% | Add |
| 31 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 32 | SOBO | South Bow CORP | +0.1% | NEW | New buy |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +63.57% | Add |
| 34 | UBS | UBS Group AG | +0.1% | +191.68% | Add |
| 35 | WMT | Walmart Inc | +0.1% | -4.19% | Trim |
| 36 | PAVE | Global X US Infrastructure | +0.1% | +10.75% | Add |
| 37 | AMD | Advanced Micro Devices | +0.1% | +46.84% | Add |
| 38 | MSFT | Microsoft CORP | +0.1% | -2.86% | Trim |
| 39 | UBER | Uber Technologies Inc | +0.1% | +77.07% | Add |
| 40 | COIN | Coinbase Global Inc -class A | +0.1% | +666.68% | Add |
| 41 | BAM | Brookfield Asset Mgmt-a | +0.1% | +3.67% | Add |
| 42 | CRM | Salesforce Inc | +0.1% | -3.62% | Trim |
| 43 | MS | Morgan Stanley | +0.1% | -8.79% | Trim |
| 44 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 45 | XLV | Ss Health Care Select Sector | 0% | +257.48% | Add |
| 46 | WDC 3 11-15-28Bond | Western Digital CORP | 0% | NEW | New buy |
| 47 | APO | Apollo Global Management Inc | 0% | +34.98% | Add |
| 48 | BTI | British American Tob-sp Adr | 0% | +2565.42% | Add |
| 49 | PANW | Palo Alto Networks Inc | 0% | +110.64% | Add |
| 50 | SOFI | Sofi Technologies Inc | 0% | +64.08% | Add |
According to official SEC Form 13F filings, Bank Of Montreal /can/ reported a total U.S. public equity portfolio value of $303.7B across 3155 disclosed positions in Q4 2024.
During Q4 2024, Bank Of Montreal /can/'s top holdings by market value included NVDA (4.2%)、AAPL (4.0%)、RY (3.9%). The largest single position, NVDA, represented 4.2% of total portfolio value.
In Q4 2024, Bank Of Montreal /can/ made 200 total portfolio adjustments, initiating 10 new buys, adding to 54 positions, trimming 128 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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