Monumental Financial Group
Latest statistics and disclosures from Monumental Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QUAL, IVV, VGT, FDIS, BSV, and represent 51.08% of Monumental Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IVV, QUAL, VGT, FDIS, XVV, VGSH, QQQM, EGUS, IDRV, VUSB.
- Started 3 new stock positions in EGUS, AMZN, XVV.
- Reduced shares in these 10 stocks: SUSA, IWD, SDG, ICLN, FLOT, IQLT, VUG, LLY, INTU, GOOG.
- Sold out of its positions in IWD, ICLN, SUSA, SDG.
- Monumental Financial Group was a net buyer of stock by $10M.
- Monumental Financial Group has $188M in assets under management (AUM), dropping by 12.13%.
- Central Index Key (CIK): 0001861798
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Portfolio Holdings for Monumental Financial Group
Monumental Financial Group holds 40 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 13.1 | $25M | +7% | 150k | 164.35 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 12.6 | $24M | +13% | 45k | 525.73 |
|
| Vanguard World Inf Tech Etf (VGT) | 10.8 | $20M | +8% | 39k | 524.35 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 8.1 | $15M | +9% | 184k | 82.48 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 6.5 | $12M | +3% | 160k | 76.67 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.9 | $11M | +7% | 61k | 182.69 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 5.4 | $10M | +2% | 172k | 58.55 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.1 | $9.5M | +8% | 164k | 58.07 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 3.7 | $6.9M | +8% | 140k | 49.55 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 3.1 | $5.9M | +3% | 84k | 69.77 |
|
| Vanguard World Consum Stp Etf (VDC) | 3.1 | $5.8M | +4% | 28k | 204.14 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.9 | $5.5M | 107k | 51.06 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.6 | $3.0M | -2% | 75k | 39.66 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 1.5 | $2.9M | +4% | 68k | 42.42 |
|
| Ishares Tr Self Drivng Ev (IDRV) | 1.5 | $2.8M | +25% | 88k | 31.43 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $2.1M | -3% | 2.7k | 777.96 |
|
| Intuit (INTU) | 0.9 | $1.6M | -3% | 2.5k | 650.00 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.6M | -3% | 3.8k | 420.72 |
|
| Visa Com Cl A (V) | 0.8 | $1.5M | -3% | 5.3k | 279.08 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $1.5M | -3% | 11k | 136.05 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.5M | -4% | 9.6k | 152.26 |
|
| Lowe's Companies (LOW) | 0.7 | $1.4M | -2% | 5.5k | 254.73 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $1.4M | -3% | 2.8k | 481.57 |
|
| Home Depot (HD) | 0.7 | $1.3M | -2% | 3.5k | 383.60 |
|
| Agilent Technologies Inc C ommon (A) | 0.7 | $1.3M | -3% | 9.2k | 145.51 |
|
| Tractor Supply Company (TSCO) | 0.7 | $1.3M | -3% | 5.0k | 261.72 |
|
| Msci (MSCI) | 0.7 | $1.3M | -3% | 2.2k | 560.45 |
|
| Thermo Fisher Scientific (TMO) | 0.7 | $1.2M | -2% | 2.1k | 581.21 |
|
| CoStar (CSGP) | 0.6 | $1.2M | -2% | 13k | 96.60 |
|
| Paychex (PAYX) | 0.6 | $1.2M | -3% | 9.5k | 122.80 |
|
| Analog Devices (ADI) | 0.6 | $1.1M | -2% | 5.7k | 197.79 |
|
| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.6 | $1.1M | NEW | 27k | 40.29 |
|
| Deere & Company (DE) | 0.6 | $1.1M | -2% | 2.7k | 410.74 |
|
| Apple (AAPL) | 0.6 | $1.1M | +2% | 6.2k | 171.48 |
|
| Starbucks Corporation (SBUX) | 0.5 | $1.0M | -2% | 11k | 91.39 |
|
| Ishares Tr Esg Aware Msci (EGUS) | 0.3 | $575k | NEW | 15k | 37.32 |
|
| Waste Management (WM) | 0.3 | $498k | 2.3k | 213.18 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $413k | -16% | 1.2k | 344.20 |
|
| Amazon (AMZN) | 0.1 | $217k | NEW | 1.2k | 180.38 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $206k | -17% | 2.6k | 80.51 |
|
Past Filings by Monumental Financial Group
SEC 13F filings are viewable for Monumental Financial Group going back to 2021
- Monumental Financial Group 2024 Q1 filed April 16, 2024
- Monumental Financial Group 2023 Q4 filed Feb. 5, 2024
- Monumental Financial Group 2023 Q3 filed Oct. 13, 2023
- Monumental Financial Group 2023 Q2 filed July 11, 2023
- Monumental Financial Group 2023 Q1 filed May 3, 2023
- Monumental Financial Group 2022 Q4 filed Jan. 30, 2023
- Monumental Financial Group 2022 Q3 filed Oct. 13, 2022
- Monumental Financial Group 2022 Q2 filed July 28, 2022
- Monumental Financial Group 2022 Q1 filed May 11, 2022
- Monumental Financial Group 2021 Q4 filed Feb. 7, 2022
- Monumental Financial Group 2021 Q3 filed Oct. 18, 2021
- Monumental Financial Group 2021 Q2 filed Aug. 12, 2021
- Monumental Financial Group 2021 Q1 filed May 14, 2021