Monumental Financial Group

Monumental Financial Group as of March 31, 2024

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 150k 164.35
Ishares Tr Core S&p500 Etf (IVV) 12.6 $24M 45k 525.73
Vanguard World Inf Tech Etf (VGT) 10.8 $20M 39k 524.35
Fidelity Covington Trust Msci Consm Dis (FDIS) 8.1 $15M 184k 82.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.5 $12M 160k 76.67
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.9 $11M 61k 182.69
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.4 $10M 172k 58.55
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.1 $9.5M 164k 58.07
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 3.7 $6.9M 140k 49.55
Fidelity Covington Trust Msci Hlth Care I (FHLC) 3.1 $5.9M 84k 69.77
Vanguard World Consum Stp Etf (VDC) 3.1 $5.8M 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 75k 39.66
Fidelity Covington Trust Msci Utils Index (FUTY) 1.5 $2.9M 68k 42.42
Ishares Tr Self Drivng Ev (IDRV) 1.5 $2.8M 88k 31.43
Eli Lilly & Co. (LLY) 1.1 $2.1M 2.7k 777.96
Intuit (INTU) 0.9 $1.6M 2.5k 650.00
Microsoft Corporation (MSFT) 0.8 $1.6M 3.8k 420.72
Visa Com Cl A (V) 0.8 $1.5M 5.3k 279.08
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $1.5M 11k 136.05
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.5M 9.6k 152.26
Lowe's Companies (LOW) 0.7 $1.4M 5.5k 254.73
Mastercard Incorporated Cl A (MA) 0.7 $1.4M 2.8k 481.57
Home Depot (HD) 0.7 $1.3M 3.5k 383.60
Agilent Technologies Inc C ommon (A) 0.7 $1.3M 9.2k 145.51
Tractor Supply Company (TSCO) 0.7 $1.3M 5.0k 261.72
Msci (MSCI) 0.7 $1.3M 2.2k 560.45
Thermo Fisher Scientific (TMO) 0.7 $1.2M 2.1k 581.21
CoStar (CSGP) 0.6 $1.2M 13k 96.60
Paychex (PAYX) 0.6 $1.2M 9.5k 122.80
Analog Devices (ADI) 0.6 $1.1M 5.7k 197.79
Ishares Tr Esg Scrnd S&p500 (XVV) 0.6 $1.1M 27k 40.29
Deere & Company (DE) 0.6 $1.1M 2.7k 410.74
Apple (AAPL) 0.6 $1.1M 6.2k 171.48
Starbucks Corporation (SBUX) 0.5 $1.0M 11k 91.39
Ishares Tr Esg Aware Msci (EGUS) 0.3 $575k 15k 37.32
Waste Management (WM) 0.3 $498k 2.3k 213.18
Vanguard Index Fds Growth Etf (VUG) 0.2 $413k 1.2k 344.20
Amazon (AMZN) 0.1 $217k 1.2k 180.38
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $206k 2.6k 80.51