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Industries N shs - a - shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Industries N shs - a - (LYB) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Industries N shs - a -

Tip: Access up to 7 years of quarterly data

All positions including Industries N shs - a - held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industries N shs - a - by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $419k 7.3k 57.47

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding Industries N shs - a -

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
AQR Capital Management
Davis Selected Advisers
FMR
Geode Capital Management
Invesco
Royal Bank of Canada
Norges Bank Investment Management
Citadel Advisors
Goldman Sachs Group
Man Group
Capital Research and Management Company - Division 3

View all funds holding Industries N shs - a -