Monumental Financial Group

Monumental Financial Group as of Dec. 31, 2023

Portfolio Holdings for Monumental Financial Group

Monumental Financial Group holds 41 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 12.3 $21M 140k 147.14
Ishares Tr Core S&p500 Etf (IVV) 11.3 $19M 40k 477.63
Vanguard World Fds Inf Tech Etf (VGT) 10.3 $17M 36k 484.00
Fidelity Covington Trust Msci Consm Dis (FDIS) 7.9 $13M 167k 78.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.1 $12M 154k 77.02
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.0 $10M 168k 59.32
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.7 $9.5M 57k 168.54
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.3 $8.8M 151k 58.33
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 3.8 $6.4M 129k 49.44
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.3 $5.5M 109k 50.62
Fidelity Covington Trust Msci Hlth Care I (FHLC) 3.1 $5.3M 81k 64.69
Vanguard World Fds Consum Stp Etf (VDC) 3.1 $5.2M 27k 190.96
Ishares Tr Msci Intl Qualty (IQLT) 1.7 $2.9M 77k 37.56
Fidelity Covington Trust Msci Utils Index (FUTY) 1.6 $2.7M 65k 40.86
Ishares Tr Self Drivng Ev (IDRV) 1.5 $2.5M 70k 35.73
Eli Lilly & Co. (LLY) 1.0 $1.6M 2.8k 582.92
Intuit (INTU) 1.0 $1.6M 2.6k 625.03
Microsoft Corporation (MSFT) 0.9 $1.5M 3.9k 376.04
Visa Com Cl A (V) 0.9 $1.4M 5.5k 260.35
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.4M 10k 140.93
Agilent Technologies Inc C ommon (A) 0.8 $1.3M 9.5k 139.03
Msci (MSCI) 0.8 $1.3M 2.3k 565.65
Lowe's Companies (LOW) 0.7 $1.3M 5.6k 222.55
Home Depot (HD) 0.7 $1.2M 3.6k 346.55
Mastercard Incorporated Cl A (MA) 0.7 $1.2M 2.9k 426.51
Analog Devices (ADI) 0.7 $1.2M 5.9k 198.56
Paychex (PAYX) 0.7 $1.2M 9.8k 119.11
Thermo Fisher Scientific (TMO) 0.7 $1.2M 2.2k 530.79
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $1.2M 11k 104.00
Apple (AAPL) 0.7 $1.2M 6.0k 192.53
CoStar (CSGP) 0.7 $1.1M 13k 87.39
Tractor Supply Company (TSCO) 0.7 $1.1M 5.2k 215.03
Deere & Company (DE) 0.7 $1.1M 2.7k 399.87
Starbucks Corporation (SBUX) 0.6 $1.1M 11k 96.01
Ishares Tr Msci Usa Esg Slc (SUSA) 0.5 $921k 9.2k 100.51
Vanguard Index Fds Growth Etf (VUG) 0.3 $448k 1.4k 310.88
Waste Management (WM) 0.2 $418k 2.3k 179.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $285k 1.7k 165.25
Ishares Tr Msci Gbl Sus Dev (SDG) 0.2 $282k 3.5k 81.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $251k 3.1k 81.28
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $244k 16k 15.57