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Monroe Cap shares owned by HB Wealth Management

Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Monroe Cap

Tip: Access up to 7 years of quarterly data

All positions including Monroe Cap held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Monroe Cap by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $360k 50k 7.20
2023-12-31 $341k 48k 7.07
2023-09-30 $405k 54k 7.45
2023-06-30 $432k 53k 8.18
2023-03-31 $392k 51k 7.65
2022-12-31 $433k 51k 8.54

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for HB Wealth Management

Top funds holding Monroe Cap

Advisor Group Holdings
William Blair $ Company
Two Sigma Investments
Two Sigma Advisers
Schechter Investment Advisors
Commonwealth Equity Services
HighTower Advisors
Citadel Advisors
Fiera Capital Corporation
Connor, Clark & Lunn Investment Management
Chiron Capital Management
U.S. Capital Wealth Advisors
Koshinski Asset Management
UBS Group
Forum Financial Management

View all funds holding Monroe Cap