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Monetary Solutions

Latest statistics and disclosures from Monetary Solutions's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002112370

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Portfolio Holdings for Monetary Solutions

Monetary Solutions holds 315 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Us Dividend Equity Etf Etf (SCHD)	11.8	$12M	436k	27.43	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	9.0	$9.2M	304k	30.07	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	8.1	$8.2M	306k	26.91	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	7.1	$7.2M	142k	50.86	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	6.8	$6.9M	243k	28.48	View chart
Apple Stock (AAPL)	4.5	$4.6M	17k	271.86	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	4.4	$4.5M	138k	32.62	View chart
Jpmorgan Chase & Co Stock (JPM)	4.3	$4.4M	14k	322.22	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	3.6	$3.6M	143k	25.32	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	3.0	$3.1M	17k	177.37	View chart
Vanguard Small Cap Value Etf Etf (VBR)	2.2	$2.2M	11k	211.80	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	2.0	$2.1M	70k	29.61	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	2.0	$2.1M	15k	138.46	View chart
Abbvie Stock (ABBV)	1.7	$1.8M	7.7k	228.49	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	1.6	$1.6M	18k	90.00	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	1.3	$1.3M	52k	24.90	View chart
Schwab International Equity Etf Etf (SCHF)	1.2	$1.2M	50k	24.04	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.1	$1.1M	18k	60.17	View chart
Johnson & Johnson Stock (JNJ)	0.9	$927k	4.5k	206.93	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.9	$906k	1.5k	614.47	View chart
Flowserve Corp Stock (FLS)	0.9	$891k	13k	69.38	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.8	$836k	7.8k	106.70	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.7	$760k	28k	27.21	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.7	$720k	7.1k	101.98	View chart
Abbott Labs Stock (ABT)	0.6	$656k	5.2k	125.29	View chart
Microsoft Corp Stock (MSFT)	0.6	$647k	1.3k	483.52	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.6	$640k	8.0k	79.73	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.6	$612k	2.0k	302.11	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.6	$589k	5.0k	117.72	View chart
Emerson Elec Stock (EMR)	0.5	$491k	3.7k	132.72	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.5	$488k	716.00	681.92	View chart
Tractor Supply Stock (TSCO)	0.5	$469k	9.4k	50.01	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.4	$443k	9.8k	45.21	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$420k	1.4k	290.22	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$394k	523.00	753.78	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.4	$381k	2.7k	143.52	View chart
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY)	0.4	$379k	7.1k	53.45	View chart
Vaneck Retail Etf Etf (RTH)	0.4	$373k	1.5k	249.50	View chart
Vanguard Health Care Etf Etf (VHT)	0.3	$345k	1.2k	287.85	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.3	$322k	4.0k	79.84	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$312k	456.00	684.94	View chart
Amazon Stock (AMZN)	0.3	$284k	1.2k	230.82	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$283k	2.4k	120.34	View chart
Spdr Gold Shares Etf (GLD)	0.3	$263k	663.00	396.31	View chart
Oracle Corp Stock (ORCL)	0.3	$262k	1.3k	194.91	View chart
International Business Machs Stock (IBM)	0.3	$255k	860.00	296.21	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.2	$250k	6.8k	36.58	View chart
Cisco Sys Stock (CSCO)	0.2	$234k	3.0k	77.02	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$230k	366.00	627.13	View chart
American Express Stock (AXP)	0.2	$222k	600.00	369.95	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$218k	845.00	257.95	View chart
Southern Stock (SO)	0.2	$217k	2.5k	87.20	View chart
Merck & Co Stock (MRK)	0.2	$216k	2.0k	105.26	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$210k	1.5k	143.97	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$208k	439.00	473.30	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$188k	601.00	313.10	View chart
Walmart Stock (WMT)	0.2	$183k	1.6k	111.43	View chart
Mcdonalds Corp Stock (MCD)	0.2	$174k	569.00	305.63	View chart
Pepsico Stock (PEP)	0.2	$171k	1.2k	143.50	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$162k	483.00	335.27	View chart
Nvidia Corporation Stock (NVDA)	0.2	$161k	865.00	186.50	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$160k	444.00	360.13	View chart
State Street Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX)	0.2	$158k	2.8k	56.19	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.1	$151k	5.1k	29.82	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$141k	3.2k	44.37	View chart
Eli Lilly & Co Stock (LLY)	0.1	$140k	130.00	1074.68	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$139k	497.00	279.14	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$137k	4.7k	29.36	View chart
Kinross Gold Corp Stock (KGC)	0.1	$133k	4.7k	28.16	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$121k	1.3k	96.24	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$118k	235.00	502.65	View chart
Amgen Stock (AMGN)	0.1	$118k	359.00	327.31	View chart
Disney Walt Stock (DIS)	0.1	$116k	1.0k	113.77	View chart
Broadcom Stock (AVGO)	0.1	$113k	325.00	346.10	View chart
Oreilly Automotive Stock (ORLY)	0.1	$110k	1.2k	91.21	View chart
Intel Corp Stock (INTC)	0.1	$109k	2.9k	36.90	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$108k	3.4k	32.06	View chart
Barrick Mng Corp Stock (B)	0.1	$105k	2.4k	43.55	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.1	$100k	2.6k	38.22	View chart
Alliant Energy Corp Stock (LNT)	0.1	$95k	1.5k	65.01	View chart
Newmont Corp Stock (NEM)	0.1	$88k	882.00	99.81	View chart
American Elec Pwr Stock (AEP)	0.1	$87k	750.00	115.31	View chart
Coca Cola Stock (KO)	0.1	$84k	1.2k	69.91	View chart
Ardent Health Stock (ARDT)	0.1	$79k	9.0k	8.83	View chart
At&t Stock (T)	0.1	$79k	3.2k	24.84	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.1	$79k	1.3k	63.02	View chart
Defiance Quantum Etf Etf (QTUM)	0.1	$77k	700.00	109.66	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$76k	1.4k	53.94	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$74k	526.00	141.16	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$73k	271.00	268.30	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$73k	1.2k	61.02	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$70k	495.00	141.14	View chart
Booking Holdings Stock (BKNG)	0.1	$70k	13.00	5355.31	View chart
Wells Fargo & Co Stock (WFC)	0.1	$69k	740.00	93.20	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$69k	1.5k	44.71	View chart
Ge Aerospace Stock (GE)	0.1	$69k	222.00	308.57	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.1	$68k	716.00	94.34	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$66k	903.00	73.56	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.1	$66k	1.5k	42.87	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$66k	136.00	483.67	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$65k	795.00	82.32	View chart
Autonation Stock (AN)	0.1	$64k	310.00	206.48	View chart
Yum Brands Stock (YUM)	0.1	$63k	418.00	151.28	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$63k	635.00	99.19	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$62k	514.00	120.20	View chart
Rtx Corporation Stock (RTX)	0.1	$61k	335.00	183.40	View chart
Ameriprise Finl Stock (AMP)	0.1	$61k	124.00	490.34	View chart
Applied Matls Stock (AMAT)	0.1	$61k	236.00	256.99	View chart
Proshares Ultra Qqq Etf (QLD)	0.1	$59k	840.00	70.41	View chart
Snap On Stock (SNA)	0.1	$59k	170.00	344.60	View chart
Unitedhealth Group Stock (UNH)	0.1	$56k	169.00	330.11	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$54k	510.00	106.64	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$53k	152.00	350.55	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$53k	80.00	660.09	View chart
Gaming & Leisure P Reit (GLPI)	0.1	$53k	1.2k	44.69	View chart
Gilead Sciences Stock (GILD)	0.1	$51k	416.00	122.74	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$50k	198.00	252.92	View chart
Home Depot Stock (HD)	0.0	$48k	139.00	344.10	View chart
Cvs Health Corp Stock (CVS)	0.0	$48k	600.00	79.36	View chart
Duke Energy Corp Stock (DUK)	0.0	$47k	401.00	117.21	View chart
Procter & Gamble Stock (PG)	0.0	$47k	326.00	143.31	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$43k	460.00	93.97	View chart
Us Bancorp Stock (USB)	0.0	$43k	800.00	53.36	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$41k	630.00	65.48	View chart
T-mobile Us Stock (TMUS)	0.0	$41k	200.00	203.04	View chart
Vanguard Value Etf Etf (VTV)	0.0	$40k	211.00	190.99	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$39k	345.00	111.78	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$37k	65.00	570.88	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$36k	200.00	177.75	View chart
Ge Vernova Stock (GEV)	0.0	$35k	54.00	653.57	View chart
Caterpillar Stock (CAT)	0.0	$35k	61.00	576.00	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$34k	175.00	193.63	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$33k	240.00	136.94	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$32k	1.1k	29.89	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$31k	276.00	113.72	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$30k	338.00	89.92	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$30k	529.00	57.24	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$30k	360.00	83.75	View chart
Ensign Group Stock (ENSG)	0.0	$30k	170.00	174.20	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$29k	620.00	46.81	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$29k	306.00	94.19	View chart
Royal Caribbean Group Stock (RCL)	0.0	$29k	103.00	278.92	View chart
Medtronic Stock (MDT)	0.0	$27k	277.00	96.23	View chart
Ishares Gold Trust Etf (IAU)	0.0	$27k	326.00	81.17	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.0	$26k	465.00	56.69	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.0	$26k	315.00	82.64	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$26k	130.00	199.68	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$25k	119.00	208.73	View chart
Chemed Corp Stock (CHE)	0.0	$25k	58.00	427.86	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$24k	312.00	77.79	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$24k	40.00	603.27	View chart
Altria Group Stock (MO)	0.0	$24k	413.00	57.66	View chart
Ionq Stock (IONQ)	0.0	$23k	520.00	44.87	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$23k	370.00	62.15	View chart
Dicks Sporting Goods Stock (DKS)	0.0	$22k	113.00	197.97	View chart
Garmin Stock (GRMN)	0.0	$22k	108.00	202.85	View chart
Verizon Communications Stock (VZ)	0.0	$22k	535.00	40.73	View chart
Visa Inc Com Cl A Stock (V)	0.0	$22k	62.00	350.71	View chart
Totalenergies Se Act Stock (TTE)	0.0	$22k	332.00	65.42	View chart
Ashland Stock (ASH)	0.0	$22k	370.00	58.67	View chart
Concentra Group Holdings Paren Stock (CON)	0.0	$21k	1.1k	19.68	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$21k	150.00	141.05	View chart
Cummins Stock (CMI)	0.0	$20k	40.00	510.45	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$20k	258.00	77.68	View chart
Yum China Hldgs Stock (YUMC)	0.0	$20k	418.00	47.74	View chart
Select Med Hldgs Corp Stock (SEM)	0.0	$20k	1.3k	14.85	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$19k	60.00	313.80	View chart
Ingredion Stock (INGR)	0.0	$19k	170.00	110.26	View chart
Stellantis Stock (STLA)	0.0	$18k	1.6k	10.89	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$18k	455.00	38.38	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$17k	357.00	47.79	View chart
First Solar Stock (FSLR)	0.0	$17k	65.00	261.23	View chart
Edison Intl Stock (EIX)	0.0	$17k	280.00	60.02	View chart
General Mtrs Stock (GM)	0.0	$17k	205.00	81.32	View chart
Eaton Corp Stock (ETN)	0.0	$16k	50.00	318.52	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.0	$15k	250.00	60.35	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$15k	162.00	92.25	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$15k	100.00	149.01	View chart
Weyerhaeuser Reit (WY)	0.0	$15k	610.00	23.69	View chart
Corteva Stock (CTVA)	0.0	$14k	213.00	67.03	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$14k	40.00	352.88	View chart
Unum Group Stock (UNM)	0.0	$14k	182.00	77.50	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$14k	140.00	100.34	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$14k	105.00	131.59	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$14k	28.00	487.86	View chart
Sysco Corp Stock (SYY)	0.0	$14k	183.00	73.78	View chart
International Paper Stock (IP)	0.0	$13k	318.00	39.39	View chart
Chevron Corporation Stock (CVX)	0.0	$13k	82.00	152.60	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$12k	157.00	77.53	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$12k	250.00	48.12	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$12k	29.00	412.76	View chart
Paccar Stock (PCAR)	0.0	$11k	102.00	109.51	View chart
Citigroup Stock (C)	0.0	$11k	94.00	116.69	View chart
Enbridge Stock (ENB)	0.0	$11k	228.00	47.83	View chart
Quantum Computing Stock (QUBT)	0.0	$10k	1.0k	10.26	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$10k	100.00	99.91	View chart
The Cigna Group Stock (CI)	0.0	$9.6k	35.00	275.23	View chart
Flowers Foods Stock (FLO)	0.0	$9.2k	843.00	10.88	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$9.0k	123.00	73.48	View chart
Tesla Stock (TSLA)	0.0	$9.0k	20.00	449.70	View chart
Qnity Electronics Stock (Q)	0.0	$8.7k	106.00	81.65	View chart
Dupont De Nemours Stock (DD)	0.0	$8.6k	213.00	40.20	View chart
Prudential Finl Stock (PRU)	0.0	$8.5k	75.00	112.88	View chart
Blackstone Stock (BX)	0.0	$7.7k	50.00	154.14	View chart
Salesforce Stock (CRM)	0.0	$6.9k	26.00	264.92	View chart
Chubb Stock (CB)	0.0	$6.9k	22.00	312.14	View chart
Linde Stock (LIN)	0.0	$6.8k	16.00	426.38	View chart
Lowes Cos Stock (LOW)	0.0	$6.8k	28.00	241.14	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$6.7k	75.00	89.20	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$6.6k	75.00	88.49	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$6.5k	42.00	154.81	View chart
Dow Hldgs Stock (DOW)	0.0	$6.3k	270.00	23.38	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$6.1k	100.00	60.53	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$6.0k	73.00	82.14	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$6.0k	50.00	119.76	View chart
Analog Devices Stock (ADI)	0.0	$6.0k	22.00	271.18	View chart
American Intl Group Stock (AIG)	0.0	$5.6k	66.00	85.50	View chart
Blackrock Stock (BLK)	0.0	$5.4k	5.00	1070.40	View chart
Aflac Stock (AFL)	0.0	$5.3k	48.00	110.27	View chart
Honeywell Intl Stock (HON)	0.0	$5.3k	27.00	195.07	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$5.2k	198.00	26.23	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$5.2k	6.00	862.33	View chart
Ishares Silver Trust Etf (SLV)	0.0	$4.8k	75.00	64.43	View chart
Bce Stock (BCE)	0.0	$4.8k	200.00	23.82	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$4.7k	15.00	314.80	View chart
General Dynamics Corp Stock (GD)	0.0	$4.7k	14.00	336.64	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$4.7k	75.00	62.47	View chart
Conocophillips Stock (COP)	0.0	$4.7k	50.00	93.62	View chart
Nextera Energy Stock (NEE)	0.0	$4.7k	58.00	80.28	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$4.5k	15.00	301.13	View chart
Ford Mtr Stock (F)	0.0	$4.5k	343.00	13.13	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$4.5k	200.00	22.32	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$4.2k	80.00	52.44	View chart
D R Horton Stock (DHI)	0.0	$4.2k	29.00	144.03	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$4.2k	33.00	126.12	View chart
Automatic Data Processing Stock (ADP)	0.0	$4.1k	16.00	257.25	View chart
Phillips 66 Stock (PSX)	0.0	$4.0k	31.00	129.03	View chart
Fortinet Stock (FTNT)	0.0	$4.0k	50.00	79.42	View chart
Metlife Stock (MET)	0.0	$3.9k	50.00	78.94	View chart
L3harris Technologies Stock (LHX)	0.0	$3.8k	13.00	293.54	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$3.8k	57.00	66.00	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$3.8k	13.00	288.69	View chart
Illinois Tool Wks Stock (ITW)	0.0	$3.7k	15.00	246.33	View chart
Iqvia Hldgs Stock (IQV)	0.0	$3.6k	16.00	225.44	View chart
Hancock John Finl Opptys Sh Ben Int Cef (BTO)	0.0	$3.5k	100.00	35.08	View chart
Gold Stock (GOLD)	0.0	$3.5k	102.00	34.05	View chart
Joby Aviation Stock (JOBY)	0.0	$3.3k	250.00	13.20	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$3.3k	15.00	217.07	View chart
State Str Corp Stock (STT)	0.0	$3.2k	25.00	129.00	View chart
Diamondback Energy Stock (FANG)	0.0	$3.2k	21.00	150.33	View chart
Ww Grainger Stock (GWW)	0.0	$3.0k	3.00	1009.00	View chart
Icici Bank Adr (IBN)	0.0	$3.0k	100.00	29.80	View chart
Texas Instrs Stock (TXN)	0.0	$2.9k	17.00	173.47	View chart
Kyndryl Hldgs Stock (KD)	0.0	$2.9k	110.00	26.56	View chart
Paychex Stock (PAYX)	0.0	$2.9k	26.00	112.19	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$2.8k	50.00	56.82	View chart
Anheuser Busch Inbev Sa Nv Adr (BUD)	0.0	$2.8k	44.00	64.05	View chart
Boston Scientific Corp Stock (BSX)	0.0	$2.8k	29.00	95.34	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$2.8k	20.00	137.95	View chart
Dollar Gen Corp Stock (DG)	0.0	$2.7k	20.00	132.75	View chart
Parker-hannifin Corp Stock (PH)	0.0	$2.6k	3.00	879.00	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$2.4k	28.00	85.25	View chart
Hillenbrand Stock (HI)	0.0	$2.4k	75.00	31.72	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$2.4k	23.00	102.52	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$2.3k	76.00	30.20	View chart
Air Products And Chemicals Stock (APD)	0.0	$2.2k	9.00	247.00	View chart
Dexcom Stock (DXCM)	0.0	$2.2k	33.00	66.36	View chart
Corning Stock (GLW)	0.0	$2.2k	25.00	87.56	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$2.1k	58.00	37.00	View chart
Wec Energy Group Stock (WEC)	0.0	$2.1k	20.00	105.45	View chart
Cms Energy Corp Stock (CMS)	0.0	$2.1k	30.00	69.93	View chart
Wabtec Stock (WAB)	0.0	$1.9k	9.00	216.44	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$1.9k	10.00	194.10	View chart
Nutrien Stock (NTR)	0.0	$1.9k	31.00	61.71	View chart
Factset Resh Sys Stock (FDS)	0.0	$1.7k	6.00	290.17	View chart
3M Stock (MMM)	0.0	$1.7k	11.00	153.18	View chart
Marsh & Mclennan Cos Stock	0.0	$1.7k	9.00	185.56	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$1.6k	21.00	74.05	View chart
Eversource Energy Stock (ES)	0.0	$1.5k	23.00	67.35	View chart
Target Corp Stock (TGT)	0.0	$1.5k	15.00	97.73	View chart
Colgate Palmolive Stock (CL)	0.0	$1.4k	18.00	79.00	View chart
American Tower Corp Reit (AMT)	0.0	$1.4k	8.00	175.62	View chart
Adobe Stock (ADBE)	0.0	$1.4k	4.00	350.00	View chart
Sylvamo Corp Stock (SLVM)	0.0	$1.3k	28.00	48.14	View chart
Moderna Stock (MRNA)	0.0	$1.3k	45.00	29.49	View chart
Pfizer Stock (PFE)	0.0	$1.2k	50.00	24.90	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$1.2k	17.00	69.41	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$1.2k	2.00	579.50	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.1k	38.00	28.82	View chart
S&p Global Stock (SPGI)	0.0	$1.0k	2.00	522.50	View chart
Ppg Inds Stock (PPG)	0.0	$1.0k	10.00	102.50	View chart
Nike Inc Cl B Stock (NKE)	0.0	$1.0k	16.00	63.69	View chart
Nerdwallet Inc Com Cl A Stock (NRDS)	0.0	$1.0k	75.00	13.55	View chart
Fiserv Stock (FI)	0.0	$940.000600	14.00	67.14	View chart
Clorox Co Del Stock (CLX)	0.0	$907.000200	9.00	100.78	View chart
Scotts Miracle-gro Co Cl A Stock (SMG)	0.0	$816.999400	14.00	58.36	View chart
Invitation Homes Reit (INVH)	0.0	$695.000000	25.00	27.80	View chart
Organon & Co Stock (OGN)	0.0	$688.003200	96.00	7.17	View chart
Paypal Hldgs Stock (PYPL)	0.0	$641.999600	11.00	58.36	View chart
Intellia Therapeutics Stock (NTLA)	0.0	$583.999000	65.00	8.98	View chart
Blackline Stock (BL)	0.0	$553.000000	10.00	55.30	View chart
Neos Nasdaq 100 High Income Etf Etf (QQQI)	0.0	$496.999800	9.00	55.22	View chart
Danaher Corporation Stock (DHR)	0.0	$458.000000	2.00	229.00	View chart
V F Corp Stock (VFC)	0.0	$452.000000	25.00	18.08	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$430.000000	8.00	53.75	View chart
Nokia Corp Adr (NOK)	0.0	$420.998500	65.00	6.48	View chart
Ubs Group Stock (UBS)	0.0	$370.000000	8.00	46.25	View chart
Mdxhealth Sa Stock (MDXH)	0.0	$302.999500	85.00	3.56	View chart
Evotec Adr (EVO)	0.0	$262.004000	85.00	3.08	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$243.000000	5.00	48.60	View chart
Aes Corp Stock (AES)	0.0	$229.000000	16.00	14.31	View chart
Solventum Corp Stock (SOLV)	0.0	$158.000000	2.00	79.00	View chart
Veralto Corp Stock (VLTO)	0.0	$100.000000	1.00	100.00	View chart
Tilray Brands Stock (TLRY)	0.0	$18.000000	2.00	9.00	View chart
Wolfspeed Stock (WOLF)	0.0	$17.000000	1.00	17.00	View chart

Past Filings by Monetary Solutions

SEC 13F filings are viewable for Monetary Solutions going back to 2025

Monetary Solutions 2025 Q4 filed Feb. 23, 2026

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