Monument Group Wealth Advisors, LLC Portfolio Holdings

Monument Group Wealth Advisors, LLC

  • $166 Billion
  • Q3 2024

Monument Group Wealth Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $77.6B, Dimensional ETF Tr with a value of $26.6B, Vanguard Total Stock Market Et with a value of $16.2B, Vanguard Ftse Developed Market with a value of $10.1B, and Dimensional ETF Tr with a value of $7.37B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $149B to 166B.

Monument Group Wealth Advisors, LLC is based out at Concord, MA

Below you can find more details about Monument Group Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
ETFs: $156 Billion
Technology: $2.59 Billion
Healthcare: $1.59 Billion
Financial Services: $1.35 Billion
Consumer Defensive: $994 Million
Energy: $578 Million
Industrials: $447 Million
Communication Services: $340 Million
Other: $582 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.6 Billion 46.61% of portfolio
2,261,606
Q3 2024 Added 7.85%
$0
$26.6 Billion 16.0% of portfolio
837,896
Q3 2024 Added 9.2%
$0
$16.2 Billion 9.72% of portfolio
57,119
Q3 2024 Reduced 1.77%
$0
$10.1 Billion 6.08% of portfolio
191,456
Q3 2024 Reduced 0.32%
$0
$7.37 Billion 4.43% of portfolio
268,973
Q3 2024 Added 7.4%
$0
$2.91 Billion 1.75% of portfolio
16,667
Q3 2024 Reduced 0.39%
$0
$2.79 Billion 1.67% of portfolio
11,744
Q2 2024 Reduced 0.86%
$0
$2.34 Billion 1.4% of portfolio
48,804
Q3 2024 Reduced 0.93%
$0
$1.45 Billion 0.87% of portfolio
21,425
Q3 2024 Added 2.94%
$4.09T
$1.43 Billion 0.86% of portfolio
6,136
Q3 2024 Reduced 0.23%
$0
$1.24 Billion 0.75% of portfolio
6,186
Q3 2024 Reduced 1.06%
-
$1.03 Billion 0.62% of portfolio
-
Q2 2024 Added 2.23%
$0
$904 Million 0.54% of portfolio
11,493
Q3 2024 Added 0.75%
$270B
$777 Million 0.47% of portfolio
10,810
Q3 2024 Reduced 0.01%
$3.25T
$767 Million 0.46% of portfolio
1,783
Q3 2024 Reduced 3.57%
$0
$741 Million 0.45% of portfolio
7,786
Q1 2024 Reduced 3.4%
$0
$607 Million 0.36% of portfolio
10,285
Q3 2024 Reduced 1.63%
$441B
$578 Million 0.35% of portfolio
4,927
Q3 2024 Reduced 0.75%
$0
$561 Million 0.34% of portfolio
972
Q3 2024 Added 7.4%
$138B
$573 Million 0.34% of portfolio
1,586
Q1 2024 New
$0
$502 Million 0.3% of portfolio
9,030
Q2 2024 Reduced 5.75%
$205B
$495 Million 0.3% of portfolio
800
Q4 2023 New
$0
$434 Million 0.26% of portfolio
10,350
Q4 2023 New
$0
$402 Million 0.24% of portfolio
9,644
Q2 2024 Reduced 1.45%
$0
$386 Million 0.23% of portfolio
4,119
Q4 2023 New
$200B
$389 Million 0.23% of portfolio
1,759
Q3 2024 Reduced 2.82%
$0
$349 Million 0.21% of portfolio
13,630
Q3 2024 Reduced 58.41%
$0
$348 Million 0.21% of portfolio
606
Q4 2023 New
$0
$345 Million 0.21% of portfolio
897
Q4 2023 New
$0
$328 Million 0.2% of portfolio
1,017
Q3 2024 Added 0.1%
$0
$330 Million 0.2% of portfolio
5,102
Q3 2024 Added 1.07%
$590B
$336 Million 0.2% of portfolio
731
Q4 2023 New
$1.17T
$340 Million 0.2% of portfolio
2,036
Q3 2024 Reduced 0.63%
$0
$341 Million 0.2% of portfolio
1,649
Q3 2024 Added 0.55%
-
$323 Million 0.19% of portfolio
-
Q4 2023 New
$697B
$316 Million 0.19% of portfolio
1,500
Q3 2024 Reduced 13.94%
$215B
$301 Million 0.18% of portfolio
989
Q1 2024 New
$0
$303 Million 0.18% of portfolio
3,673
Q4 2023 New
$248B
$287 Million 0.17% of portfolio
2,530
Q1 2024 New
$42.4B
$281 Million 0.17% of portfolio
3,150
Q1 2024 New
$0
$269 Million 0.16% of portfolio
1,499
Q3 2024 Added 0.33%
$378B
$235 Million 0.14% of portfolio
1,450
Q3 2024 Reduced 0.82%
$122B
$235 Million 0.14% of portfolio
849
Q3 2024 Reduced 1.16%
$171B
$212 Million 0.13% of portfolio
1,752
Q3 2024 New
$422B
$217 Million 0.13% of portfolio
245
Q2 2024 New
Spdr Msci Acwi Climate Paris Aligned ETF
-
$218 Million 0.13% of portfolio
-
Q2 2024 New
-
$219 Million 0.13% of portfolio
-
Q2 2024 New
$0
$224 Million 0.13% of portfolio
1,750
Q1 2024 New
$0
$207 Million 0.12% of portfolio
1,089
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $166 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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