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Monetary Solutions

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

Top 5 stock holdings are SCHD, SCHM, SCHX, FLOT, SCHA, and represent 40.65% of Monetary Solutions's stock portfolio.
Added to shares of these 10 stocks: VYM, VO, FLOT, SJNK, VGT, Exxon Mobil Corp, XMMO, SCYB, FENI, VYMI.
Started 88 new stock positions in RELX, NVO, TIGO, HLN, ERIC, SE, NBIS, BCS, STM, SNY.
Reduced shares in these 10 stocks: SCHA, SCHM, AAPL, , SCHD, CSCO, VHT, JPM, SCHG, AVUV.
Sold out of its positions in DELL, DXCM, FANG, Dupont De Nemours, EVO, XOM, Honeywell International, MRNA, VLTO.
Monetary Solutions was a net buyer of stock by $2.6M.
Monetary Solutions has $116M in assets under management (AUM), dropping by 12.22%.
Central Index Key (CIK): 0002112370

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Portfolio Holdings for Monetary Solutions

Monetary Solutions holds 397 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Us Dividend Equity Etf Etf (SCHD)	10.7	$13M	-2%	393k	31.71	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	8.8	$10M	-7%	279k	36.87	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	7.7	$9.0M		306k	29.43	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	6.7	$7.8M	+8%	153k	51.05	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	6.6	$7.7M	-10%	213k	36.13	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	4.0	$4.6M		137k	33.84	View chart
Apple Stock (AAPL)	3.9	$4.5M	-8%	16k	289.36	View chart
Jpmorgan Chase & Co Stock (JPM)	3.8	$4.4M		13k	327.33	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	3.5	$4.1M	+13%	164k	25.03	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	3.0	$3.5M		18k	197.60	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	2.6	$3.0M	+11%	18k	170.14	View chart
Vanguard Small Cap Value Etf Etf (VBR)	2.4	$2.7M	+2%	11k	243.00	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	2.0	$2.4M		68k	34.81	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	1.7	$2.0M	+11%	21k	98.20	View chart
Abbvie Stock (ABBV)	1.7	$1.9M		7.7k	251.64	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.6	$1.8M	+51%	12k	158.03	View chart
Schwab International Equity Etf Etf (SCHF)	1.2	$1.4M		50k	27.70	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	1.1	$1.3M		52k	24.66	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.0	$1.1M		1.5k	736.61	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.0	$1.1M		18k	62.20	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.9	$1.1M	+12%	3.0k	365.70	View chart
Johnson & Johnson Stock (JNJ)	0.9	$1.1M		4.3k	253.94	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.8	$977k		8.2k	118.99	View chart
Flowserve Corp Stock (FLS)	0.8	$952k		13k	74.16	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.8	$874k		28k	31.10	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.7	$867k	+25%	11k	75.79	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.7	$806k	-4%	6.5k	124.76	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.7	$772k	+32%	13k	60.29	View chart
Vanguard Mid-cap Etf Etf (VO)	0.6	$754k	+396%	9.4k	80.57	View chart
Microsoft Corp Stock (MSFT)	0.6	$683k	+20%	1.8k	373.00	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.6	$668k	+15%	13k	52.76	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.5	$636k		8.0k	79.03	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.5	$544k	+70%	14k	40.13	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.5	$544k		728.00	746.77	View chart
Emerson Elec Stock (EMR)	0.5	$530k		3.7k	143.15	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.5	$528k	-4%	4.9k	107.13	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$508k	+700%	4.2k	119.52	View chart
Abbott Laboratories Stock (ABT)	0.4	$475k		5.2k	90.74	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$446k	+30%	595.00	748.89	View chart
Vaneck Retail Etf Etf (RTH)	0.4	$427k	+2%	1.7k	255.74	View chart
Intel Corp Stock (INTC)	0.3	$404k		2.9k	139.63	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.3	$393k		4.0k	98.31	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$331k	+33%	1.1k	303.23	View chart
Vanguard Health Care Etf Etf (VHT)	0.3	$330k	-13%	1.1k	299.01	View chart
Exxonmobil Holdings Corp Stock	0.3	$322k	NEW	2.4k	136.72	View chart
Amazon Stock (AMZN)	0.3	$319k		1.3k	238.34	View chart
Cisco Sys Stock (CSCO)	0.3	$302k	-15%	2.6k	117.45	View chart
Tractor Supply Stock (TSCO)	0.3	$296k		9.4k	31.61	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$293k	+2%	426.00	686.86	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.3	$291k		444.00	655.89	View chart
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL)	0.2	$288k		4.9k	58.64	View chart
Schwab High Yield Bond Etf Etf (SCYB)	0.2	$288k	NEW	11k	26.18	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$278k		1.5k	190.52	View chart
Merck & Co Stock (MRK)	0.2	$263k		2.0k	128.50	View chart
Spdr Gold Shares Etf (GLD)	0.2	$244k		663.00	368.38	View chart
International Business Machs Stock (IBM)	0.2	$242k		860.00	281.21	View chart
Southern Stock (SO)	0.2	$238k		2.5k	95.71	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$218k	+300%	1.8k	124.17	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$216k		605.00	357.50	View chart
American Express Stock (AXP)	0.2	$203k		600.00	338.25	View chart
Oracle Corp Stock (ORCL)	0.2	$197k		1.3k	146.55	View chart
Mcdonalds Corp Stock (MCD)	0.2	$196k	+27%	724.00	270.31	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$190k		619.00	306.30	View chart
Walmart Stock (WMT)	0.2	$182k	-2%	1.6k	113.28	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$181k	+50%	362.00	500.39	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$179k		483.00	370.04	View chart
Applied Matls Stock (AMAT)	0.1	$171k		236.00	723.00	View chart
Unitedhealth Group Stock (UNH)	0.1	$166k		399.00	415.63	View chart
Pepsico Stock (PEP)	0.1	$162k		1.2k	135.38	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.1	$161k		5.1k	31.73	View chart
Eli Lilly & Co Stock (LLY)	0.1	$156k		130.00	1199.43	View chart
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY)	0.1	$155k		2.8k	56.20	View chart
Nvidia Corporation Stock (NVDA)	0.1	$155k	-10%	775.00	200.09	View chart
State Street Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX)	0.1	$155k	-10%	2.5k	61.10	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$138k	-7%	2.7k	50.62	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$137k		4.7k	29.24	View chart
Amgen Stock (AMGN)	0.1	$130k		359.00	362.12	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.1	$129k		3.1k	41.10	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$124k		3.4k	36.76	View chart
Broadcom Stock (AVGO)	0.1	$123k		325.00	377.75	View chart
Defiance Quantum Etf Etf (QTUM)	0.1	$121k	+4%	730.00	165.38	View chart
Kinross Gold Corp Stock (KGC)	0.1	$111k		4.7k	23.62	View chart
Alliant Energy Corp Stock (LNT)	0.1	$111k		1.5k	76.29	View chart
Oreilly Automotive Stock (ORLY)	0.1	$111k		1.2k	92.09	View chart
American Elec Pwr Stock (AEP)	0.1	$103k		750.00	136.81	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$101k		914.00	110.37	View chart
Disney Walt Stock (DIS)	0.1	$98k		1.0k	96.25	View chart
Coca Cola Stock (KO)	0.1	$97k		1.2k	81.27	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$94k		526.00	178.60	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$92k		1.0k	89.20	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$90k	+88%	160.00	563.29	View chart
Ardent Health Stock (ARDT)	0.1	$88k		9.0k	9.84	View chart
Barrick Mng Corp Stock (B)	0.1	$88k		2.4k	36.73	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.1	$87k	NEW	511.00	170.86	View chart
Ershares Private-public Crossover Etf Etf (XOVR)	0.1	$86k	NEW	4.1k	21.05	View chart
Ge Aerospace Stock (GE)	0.1	$83k		223.00	373.06	View chart
Newmont Corp Stock (NEM)	0.1	$83k		886.00	93.42	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.1	$82k		1.3k	65.74	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$82k		1.5k	53.11	View chart
Proshares Ultra Qqq Etf (QLD)	0.1	$81k		840.00	96.76	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$81k		1.4k	57.62	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$77k		495.00	156.30	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$77k		1.2k	64.88	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$76k		903.00	83.75	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.1	$74k		718.00	103.61	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$72k	+19%	237.00	302.97	View chart
First Solar Stock (FSLR)	0.1	$71k	-28%	300.00	235.96	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$69k		136.00	509.46	View chart
Snap On Stock (SNA)	0.1	$68k		170.00	402.40	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$68k		635.00	107.50	View chart
Yum Brands Stock (YUM)	0.1	$67k		418.00	159.86	View chart
At&t Stock (T)	0.1	$66k		3.2k	20.70	View chart
Caterpillar Stock (CAT)	0.1	$65k		61.00	1070.72	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.1	$65k		1.5k	42.41	View chart
Ge Vernova Stock (GEV)	0.1	$63k		54.00	1174.85	View chart
Cvs Health Corp Stock (CVS)	0.1	$62k		600.00	103.45	View chart
Rtx Corporation Stock (RTX)	0.1	$62k		324.00	189.73	View chart
Wells Fargo & Co Stock (WFC)	0.1	$61k		740.00	82.64	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$59k		152.00	386.73	View chart
Booking Holdings Stock (BKNG)	0.0	$58k	+2400%	325.00	178.24	View chart
Autonation Stock (AN)	0.0	$58k		310.00	185.79	View chart
Ameriprise Finl Stock (AMP)	0.0	$57k		124.00	458.76	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$55k		515.00	106.49	View chart
Gilead Sciences Stock (GILD)	0.0	$53k		416.00	126.34	View chart
Gaming & Leisure P Reit (GLPI)	0.0	$52k		1.2k	44.53	View chart
Duke Energy Corp Stock (DUK)	0.0	$51k		401.00	126.58	View chart
Home Depot Stock (HD)	0.0	$49k		139.00	352.68	View chart
Us Bancorp Stock (USB)	0.0	$48k		800.00	60.40	View chart
Procter & Gamble Stock (PG)	0.0	$48k		326.00	146.64	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$47k		460.00	103.05	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$47k		630.00	74.96	View chart
Vanguard Value Etf Etf (VTV)	0.0	$46k		211.00	217.93	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$44k		345.00	128.08	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$39k	+11%	267.00	146.41	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$38k		276.00	136.68	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$37k		306.00	119.13	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$35k		620.00	56.37	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$34k		271.00	124.44	View chart
T-mobile Us Stock (TMUS)	0.0	$34k		200.00	167.73	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$33k		65.00	513.60	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$33k		130.00	252.23	View chart
Royal Caribbean Group Stock (RCL)	0.0	$33k		103.00	317.53	View chart
Concentra Group Holdings Paren Stock (CON)	0.0	$32k		1.1k	29.75	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$30k		529.00	56.48	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.0	$30k		315.00	94.69	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$30k		360.00	82.65	View chart
Altria Group Stock (MO)	0.0	$30k		413.00	71.95	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$29k		119.00	246.22	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$29k		338.00	86.09	View chart
Cummins Stock (CMI)	0.0	$29k		40.00	713.20	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$28k		40.00	703.35	View chart
Ionq Stock (IONQ)	0.0	$28k		520.00	53.26	View chart
Ishares International Equity Factor Etf Etf (INTF)	0.0	$28k	NEW	671.00	40.96	View chart
Totalenergies Se Act Stock (TTE)	0.0	$27k	+5%	351.00	77.76	View chart
Ensign Group Stock (ENSG)	0.0	$27k		170.00	160.30	View chart
Chemed Corp Stock (CHE)	0.0	$27k		58.00	465.74	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$27k		1.1k	24.55	View chart
Garmin Stock (GRMN)	0.0	$26k		108.00	237.54	View chart
Dicks Sporting Goods Stock (DKS)	0.0	$26k		113.00	226.81	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$25k	-42%	135.00	183.95	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$25k		150.00	164.60	View chart
Ishares Gold Trust Etf (IAU)	0.0	$25k		326.00	75.51	View chart
Ashland Stock (ASH)	0.0	$24k		370.00	65.89	View chart
Verizon Communications Stock (VZ)	0.0	$24k	+16%	570.00	42.34	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$24k		312.00	76.78	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$23k		200.00	116.67	View chart
Select Med Hldgs Corp Stock	0.0	$22k		1.3k	16.51	View chart
Medtronic Stock (MDT)	0.0	$22k		277.00	78.37	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$21k		258.00	83.07	View chart
Eaton Corp Stock (ETN)	0.0	$21k		50.00	426.12	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$21k		60.00	353.33	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$21k		455.00	46.49	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$21k		357.00	58.92	View chart
Edison Intl Stock (EIX)	0.0	$21k		280.00	74.45	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$18k		370.00	49.41	View chart
Corteva Stock (CTVA)	0.0	$18k		213.00	84.69	View chart
Visa Inc Com Cl A Stock (V)	0.0	$18k		52.00	343.10	View chart
Qnity Electronics Stock (Q)	0.0	$17k		106.00	163.31	View chart
Yum China Hldgs Stock (YUMC)	0.0	$17k		418.00	40.87	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$16k		100.00	162.98	View chart
Unum Group Stock (UNM)	0.0	$16k		182.00	89.40	View chart
Ingredion Stock (INGR)	0.0	$16k		170.00	94.71	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.0	$16k	NEW	233.00	68.01	View chart
General Mtrs Stock (GM)	0.0	$16k		205.00	77.08	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.0	$16k		250.00	62.46	View chart
Sysco Corp Stock (SYY)	0.0	$16k		186.00	83.50	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$16k		105.00	147.73	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$15k		250.00	60.71	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$15k		162.00	90.47	View chart
Weyerhaeuser Reit (WY)	0.0	$15k		610.00	23.94	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$15k	+500%	168.00	86.14	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$14k		140.00	100.81	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$14k	+215%	180.00	77.11	View chart
Chevron Corporation Stock (CVX)	0.0	$14k		82.00	165.96	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$13k		40.00	331.70	View chart
Citigroup Stock (C)	0.0	$13k		94.00	139.96	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$13k		157.00	82.27	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$13k	+400%	145.00	87.91	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$13k	NEW	153.00	82.84	View chart
Enbridge Stock (ENB)	0.0	$12k		228.00	54.21	View chart
Paccar Stock (PCAR)	0.0	$12k		102.00	120.12	View chart
International Paper Stock (IP)	0.0	$12k		318.00	38.10	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$12k		125.00	96.49	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$11k	+19%	147.00	77.54	View chart
Paypal Hldgs Stock (PYPL)	0.0	$11k		261.00	43.18	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$11k		200.00	53.61	View chart
Quantum Computing Stock (QUBT)	0.0	$9.7k		1.0k	9.70	View chart
The Cigna Group Stock (CI)	0.0	$9.6k		35.00	275.69	View chart
Dupont De Nemours Stock (DD)	0.0	$9.6k	NEW	71.00	135.63	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$9.6k		15.00	640.73	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$9.6k	NEW	100.00	95.98	View chart
Stellantis Stock (STLA)	0.0	$9.5k		1.6k	5.74	View chart
State Street Spdr S&p Global Natural Resources Etf Etf (GNR)	0.0	$9.3k	NEW	138.00	67.31	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$9.2k		100.00	92.27	View chart
Analog Devices Stock (ADI)	0.0	$8.7k		22.00	397.18	View chart
Tesla Stock (TSLA)	0.0	$8.4k		20.00	420.60	View chart
Linde Stock (LIN)	0.0	$8.3k		16.00	518.94	View chart
Prudential Finl Stock (PRU)	0.0	$8.1k		75.00	107.93	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$8.1k		75.00	107.83	View chart
Chubb Stock (CB)	0.0	$7.5k		22.00	340.73	View chart
Dow Hldgs Stock (DOW)	0.0	$7.4k		270.00	27.36	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$7.4k		100.00	73.66	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$7.3k		50.00	146.12	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$7.2k		75.00	96.43	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$6.7k		42.00	158.67	View chart
Flowers Foods Stock (FLO)	0.0	$6.7k		843.00	7.90	View chart
Corning Stock (GLW)	0.0	$6.4k		25.00	255.44	View chart
Deere & Co Stock (DE)	0.0	$6.3k		10.00	634.30	View chart
Lowes Cos Stock (LOW)	0.0	$6.2k		28.00	220.50	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$6.0k	NEW	3.00	1989.33	View chart
Blackstone Stock (BX)	0.0	$5.9k		50.00	117.68	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$5.7k		198.00	28.96	View chart
Aflac Stock (AFL)	0.0	$5.6k		48.00	117.25	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$5.3k		75.00	71.25	View chart
Phillips 66 Stock (PSX)	0.0	$5.2k		31.00	169.06	View chart
Conocophillips Stock (COP)	0.0	$5.2k		50.00	103.96	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$5.2k		15.00	343.93	View chart
Nextera Energy Stock (NEE)	0.0	$5.1k		58.00	87.78	View chart
Texas Instrs Stock (TXN)	0.0	$5.1k		17.00	298.06	View chart
American Intl Group Stock (AIG)	0.0	$5.0k		67.00	74.31	View chart
General Dynamics Corp Stock (GD)	0.0	$5.0k		14.00	354.21	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.0	$4.9k	NEW	118.00	41.25	View chart
Blackrock Stock (BLK)	0.0	$4.8k		5.00	961.60	View chart
D R Horton Stock (DHI)	0.0	$4.7k		29.00	162.90	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$4.7k		73.00	64.12	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$4.7k		5.00	935.40	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$4.6k	NEW	31.00	148.32	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$4.4k		80.00	54.54	View chart
Bce Stock (BCE)	0.0	$4.3k		200.00	21.51	View chart
Gold Stock (GOLD)	0.0	$4.2k		102.00	41.61	View chart
State Str Corp Stock (STT)	0.0	$4.2k		25.00	169.60	View chart
Metlife Stock (MET)	0.0	$4.2k		50.00	84.62	View chart
Norwegian Cruise Line Hldgs Lt Stock (NCLH)	0.0	$4.2k		200.00	21.11	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$4.2k		15.00	281.00	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$4.1k		13.00	314.62	View chart
Ww Grainger Stock (GWW)	0.0	$4.1k		3.00	1360.33	View chart
Salesforce Stock (CRM)	0.0	$4.1k		26.00	156.65	View chart
Illinois Tool Wks Stock (ITW)	0.0	$4.1k		15.00	270.47	View chart
Ishares Silver Trust Etf (SLV)	0.0	$4.0k		75.00	53.47	View chart
Hancock John Finl Opptys Sh Ben Int Cef (BTO)	0.0	$3.9k		100.00	39.42	View chart
Fortinet Stock (FTNT)	0.0	$3.8k	-50%	25.00	153.64	View chart
L3harris Technologies Stock (LHX)	0.0	$3.8k		13.00	290.62	View chart
Automatic Data Processing Stock (ADP)	0.0	$3.6k		16.00	223.94	View chart
Joby Aviation Stock (JOBY)	0.0	$3.6k		400.00	8.92	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$3.5k	NEW	37.00	93.27	View chart
Iqvia Hldgs Stock (IQV)	0.0	$3.1k		16.00	193.25	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$3.0k		50.00	60.80	View chart
Honeywell Intl Stock (HON)	0.0	$2.9k	NEW	13.00	223.92	View chart
Icici Bank Adr (IBN)	0.0	$2.9k		100.00	29.03	View chart
Honeywell Aerospace Stock (HONA)	0.0	$2.9k	NEW	13.00	221.08	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$2.8k		20.00	139.10	View chart
HSBC HLDGS Adr (HSBC)	0.0	$2.8k	NEW	29.00	95.10	View chart
Air Products And Chemicals Stock (APD)	0.0	$2.6k		9.00	293.22	View chart
Paychex Stock (PAYX)	0.0	$2.6k		26.00	98.35	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$2.5k		23.00	110.13	View chart
Novartis Adr (NVS)	0.0	$2.5k	NEW	16.00	156.75	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$2.5k	NEW	13.00	189.62	View chart
Wabtec Stock (WAB)	0.0	$2.5k		9.00	273.56	View chart
Wec Energy Group Stock (WEC)	0.0	$2.3k		20.00	116.75	View chart
Dollar Gen Corp Stock (DG)	0.0	$2.3k		20.00	115.10	View chart
Cms Energy Corp Stock (CMS)	0.0	$2.3k		30.00	76.50	View chart
Bhp Billiton Adr (BHP)	0.0	$2.2k	NEW	26.00	83.31	View chart
Mitsubishi Ufj Financial Group Adr (MUFG)	0.0	$2.0k	NEW	100.00	19.89	View chart
Target Corp Stock (TGT)	0.0	$2.0k		15.00	130.60	View chart
Parker-hannifin Corp Stock (PH)	0.0	$2.0k		2.00	978.00	View chart
Nutrien Stock (NTR)	0.0	$2.0k		31.00	62.94	View chart
Ubs Group Stock (UBS)	0.0	$1.9k	+375%	38.00	49.55	View chart
Banco Santander Sa Adr (SAN)	0.0	$1.8k	NEW	128.00	13.80	View chart
3M Stock (MMM)	0.0	$1.7k		11.00	156.55	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$1.7k		50.00	34.00	View chart
Eversource Energy Stock (ES)	0.0	$1.7k		23.00	72.26	View chart
Colgate Palmolive Stock (CL)	0.0	$1.7k		18.00	91.67	View chart
Ford Mtr Stock (F)	0.0	$1.6k	-65%	118.00	13.90	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$1.5k		21.00	73.43	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$1.5k		10.00	151.30	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$1.5k		42.00	36.00	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.0	$1.5k		9.00	166.67	View chart
Nokia Corp Adr (NOK)	0.0	$1.4k	+67%	109.00	13.28	View chart
Sap Se Adr (SAP)	0.0	$1.4k	NEW	9.00	154.11	View chart
Factset Resh Sys Stock (FDS)	0.0	$1.4k		6.00	230.00	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$1.3k	NEW	8.00	168.38	View chart
Novo-nordisk A S Adr (NVO)	0.0	$1.3k	NEW	28.00	47.93	View chart
American Tower Corp Reit (AMT)	0.0	$1.3k		8.00	163.62	View chart
Banco Bilbao Vizcaya Argentari Adr (BBVA)	0.0	$1.3k	NEW	52.00	25.06	View chart
Organon & Co Stock (OGN)	0.0	$1.3k		96.00	13.54	View chart
Kyndryl Hldgs Stock (KD)	0.0	$1.2k		110.00	11.31	View chart
Boston Scientific Corp Stock (BSX)	0.0	$1.2k		29.00	42.69	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$1.2k		41.00	30.00	View chart
Ppg Inds Stock (PPG)	0.0	$1.2k		10.00	121.30	View chart
Pfizer Stock (PFE)	0.0	$1.2k		50.00	24.08	View chart
Sumitomo Mitsui Fin Grp Adr (SMFG)	0.0	$1.2k	NEW	51.00	23.59	View chart
Intellia Therapeutics Stock (NTLA)	0.0	$1.1k		65.00	16.92	View chart
Unilever Adr (UL)	0.0	$1.1k	NEW	18.00	60.11	View chart
Sylvamo Corp Stock (SLVM)	0.0	$1.1k		28.00	37.79	View chart
Rio Tinto Adr (RIO)	0.0	$1.0k	NEW	11.00	94.91	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.0k		38.00	26.66	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$1.0k		2.00	501.50	View chart
Mizuho Financial Group Adr (MFG)	0.0	$995.997600	NEW	104.00	9.58	View chart
British Amern Tob Adr (BTI)	0.0	$988.000000	NEW	16.00	61.75	View chart
Sony Group Corp Adr (SONY)	0.0	$982.998800	NEW	49.00	20.06	View chart
Scotts Miracle-gro Co Cl A Stock (SMG)	0.0	$954.000600		14.00	68.14	View chart
Ing Groep Adr (ING)	0.0	$909.999700	NEW	29.00	31.38	View chart
GSK Adr (GSK)	0.0	$891.000600	NEW	17.00	52.41	View chart
BP Adr (BP)	0.0	$886.999200	NEW	24.00	36.96	View chart
Clorox Co Del Stock (CLX)	0.0	$858.999600		9.00	95.44	View chart
Adobe Stock (ADBE)	0.0	$820.000000		4.00	205.00	View chart
S&p Global Stock (SPGI)	0.0	$815.000000		2.00	407.50	View chart
Sanofi Sa Adr (SNY)	0.0	$810.999800	NEW	19.00	42.68	View chart
Barclays Adr (BCS)	0.0	$806.001000	NEW	30.00	26.87	View chart
Invitation Homes Reit (INVH)	0.0	$755.000000		25.00	30.20	View chart
National Grid Plc Sponsored Adr Ne Adr (NGG)	0.0	$746.000100	NEW	9.00	82.89	View chart
Lloyds Banking Group Adr (LYG)	0.0	$729.000000	NEW	125.00	5.83	View chart
Nerdwallet Inc Com Cl A Stock (NRDS)	0.0	$693.997500		75.00	9.25	View chart
Fiserv Stock (FISV)	0.0	$686.999600		14.00	49.07	View chart
Anheuser Busch Inbev Sa Nv Adr (BUD)	0.0	$659.000000	-76%	8.00	82.38	View chart
Nike Inc Cl B Stock (NKE)	0.0	$657.000000		16.00	41.06	View chart
Natwest Group Plc Spons Adr (NWG)	0.0	$617.001000	NEW	35.00	17.63	View chart
Deutsche Bk Ag Namen Akt Stock (DB)	0.0	$573.999900	NEW	17.00	33.76	View chart
Neos Nasdaq 100 High Income Etf Etf (QQQI)	0.0	$562.000000		10.00	56.20	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.0	$552.000000	NEW	2.00	276.00	View chart
Stmicroelectronics N V Ny Registry Adr (STM)	0.0	$523.999700	NEW	7.00	74.86	View chart
Takeda Pharmaceutical Adr (TAK)	0.0	$480.999000	NEW	30.00	16.03	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$478.000000		8.00	59.75	View chart
Spotify Technology S A Stock (SPOT)	0.0	$459.000000	NEW	1.00	459.00	View chart
Relx Adr (RELX)	0.0	$443.000600	NEW	14.00	31.64	View chart
Woodside Energy Group Adr (WDS)	0.0	$425.000400	NEW	22.00	19.32	View chart
V F Corp Stock (VFC)	0.0	$417.000000		25.00	16.68	View chart
Teva Pharmaceutical Inds Adr (TEVA)	0.0	$407.000400	NEW	12.00	33.92	View chart
Diageo Adr (DEO)	0.0	$402.000000	NEW	5.00	80.40	View chart
Danaher Corp Del Stock (DHR)	0.0	$381.000000		2.00	190.50	View chart
Orix Corp Adr (IX)	0.0	$380.000000	NEW	10.00	38.00	View chart
Waters Corp Stock (WAT)	0.0	$375.000000		1.00	375.00	View chart
Eni Spa Adr (E)	0.0	$375.000000	NEW	8.00	46.88	View chart
Ferrari N V Stock (RACE)	0.0	$372.000000	NEW	1.00	372.00	View chart
Intercontinental Hotels Group Adr (IHG)	0.0	$346.000000	NEW	2.00	173.00	View chart
Ferrovial Nv Ord Stock (FER)	0.0	$343.000000	NEW	5.00	68.60	View chart
Sunbelt Rentals Holdings Stock (SUNB)	0.0	$299.000000	NEW	4.00	74.75	View chart
Prudential Adr (PUK)	0.0	$295.000200	NEW	11.00	26.82	View chart
Telefonaktiebolaget Lm Ericss Adr B Sek 10 Adr (ERIC)	0.0	$289.998800	NEW	26.00	11.15	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$289.000600	NEW	31.00	9.32	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$287.000100	NEW	3.00	95.67	View chart
Blackline Stock (BL)	0.0	$281.000000		10.00	28.10	View chart
Genmab A/s Adr (GMAB)	0.0	$275.000000	NEW	10.00	27.50	View chart
Honda Motor Co Ltd Adr Ech Cnv In 3 Adr (HMC)	0.0	$271.000000	NEW	10.00	27.10	View chart
Alcon Ag Ord Stock (ALC)	0.0	$268.000000	NEW	4.00	67.00	View chart
Enlight Renewable Energy Stock (ENLT)	0.0	$267.000000	NEW	3.00	89.00	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$266.000100	-25%	3.00	88.67	View chart
Tower Semiconductor Stock (TSEM)	0.0	$261.000000	NEW	1.00	261.00	View chart
Nomura Hldgs Adr (NMR)	0.0	$254.999900	NEW	29.00	8.79	View chart
Arcelormittal Sa Luxembourg Ny Registry Sh Adr (MT)	0.0	$241.000000	NEW	4.00	60.25	View chart
Aes Corp Stock (AES)	0.0	$235.000000		16.00	14.69	View chart
Vodafone Group Adr (VOD)	0.0	$225.000100	NEW	17.00	13.24	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.0	$200.000000	NEW	2.00	100.00	View chart
Equinor Asa Adr (EQNR)	0.0	$187.999800	NEW	6.00	31.33	View chart
Koninklijke Philips N V Ny Regis Adr (PHG)	0.0	$163.000200	NEW	6.00	27.17	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.0	$146.998800	NEW	39.00	3.77	View chart
Aercap Holdings Nv Stock (AER)	0.0	$146.000000	NEW	1.00	146.00	View chart
Rentokil Initial Adr (RTO)	0.0	$143.000000	NEW	5.00	28.60	View chart
Aegon Ltd Amer Reg 1 Cert Adr (AEG)	0.0	$135.000000	NEW	16.00	8.44	View chart
Abivax Sa Adr (ABVX)	0.0	$133.000000	NEW	1.00	133.00	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$131.000000	NEW	1.00	131.00	View chart
Ryanair Holdings Adr (RYAAY)	0.0	$130.000000	NEW	2.00	65.00	View chart
Wise Group Plc Ord Shs Class A Stock	0.0	$107.000100	NEW	9.00	11.89	View chart
Icl Group Stock (ICL)	0.0	$105.000000	NEW	21.00	5.00	View chart
Pearson Adr (PSO)	0.0	$94.999800	NEW	6.00	15.83	View chart
Logitech Intl S A Stock (LOGI)	0.0	$94.000000	NEW	1.00	94.00	View chart
Futu Hldgs Ltd Spon Ads Cl A Adr (FUTU)	0.0	$94.000000	NEW	1.00	94.00	View chart
Millicom Intl Cellular S A Com Stk Stock (TIGO)	0.0	$91.000000	NEW	1.00	91.00	View chart
Fresenius Medical Care Adr (FMS)	0.0	$90.000000	NEW	4.00	22.50	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.0	$87.000000	NEW	5.00	17.40	View chart
Smith & Nephew Plc Spdn Adr (SNN)	0.0	$86.000100	NEW	3.00	28.67	View chart
Qiagen Nv Ord Shares Stock (QGEN)	0.0	$78.000000	NEW	2.00	39.00	View chart
Tenaris S A Adr (TS)	0.0	$55.000000	NEW	1.00	55.00	View chart
Wolfspeed Stock (WOLF)	0.0	$48.000000		1.00	48.00	View chart
Mdxhealth Sa Stock (MDXH)	0.0	$35.003000		85.00	0.41	View chart
Tilray Brands Stock (TLRY)	0.0	$9.000000		2.00	4.50	View chart
Scilex Holding Stock (SCLX)	0.0	$8.000000		1.00	8.00	View chart

Past Filings by Monetary Solutions

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

Monetary Solutions 2026 Q2 filed July 23, 2026
Monetary Solutions 2026 Q1 filed May 1, 2026
Monetary Solutions 2025 Q4 filed Feb. 23, 2026

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