Monument Group Wealth Advisors, LLC Portfolio Holdings

Monument Group Wealth Advisors, LLC

  • $135 Billion
  • Q1 2024

Monument Group Wealth Advisors, LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $135 Billion distributed in 47 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 $54.1B, Dimensional ETF Tr with a value of $21.7B, Vanguard Total Stock Market Et with a value of $15.2B, Vanguard Ftse Developed Market with a value of $9.75B, and Dimensional ETF Tr with a value of $5.74B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $117B to 135B.

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 $135 Billion
ETFs: $126 Billion
Technology: $2.18 Billion
Financial Services: $1.88 Billion
Healthcare: $1.6 Billion
Consumer Defensive: $661 Million
Energy: $577 Million
Communication Services: $315 Million
Consumer Cyclical: $279 Million
Other: $425 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.1 Billion 40.08% of portfolio
1,692,729
Q1 2024 Added 12.91%
$0
$21.7 Billion 16.07% of portfolio
717,462
Q1 2024 Added 12.34%
$0
$15.2 Billion 11.29% of portfolio
58,597
Q1 2024 Reduced 10.66%
$0
$9.75 Billion 7.22% of portfolio
194,310
Q1 2024 Reduced 2.76%
$0
$5.74 Billion 4.26% of portfolio
232,391
Q1 2024 Added 14.01%
$0
$2.89 Billion 2.14% of portfolio
17,765
Q1 2024 Reduced 8.81%
$0
$2.71 Billion 2.01% of portfolio
11,846
Q1 2024 Reduced 10.11%
$0
$2.67 Billion 1.98% of portfolio
119,534
Q1 2024 Added 27.24%
$0
$2.08 Billion 1.54% of portfolio
49,803
Q1 2024 Added 1.77%
$0
$1.34 Billion 0.99% of portfolio
6,983
Q1 2024 Reduced 1.9%
$0
$1.32 Billion 0.98% of portfolio
20,813
Q1 2024 Added 4.87%
$3.66T
$1.05 Billion 0.78% of portfolio
6,150
Q1 2024 Reduced 1.06%
$28.1B
$1.02 Billion 0.76% of portfolio
3,720
Q1 2024 Added 49.64%
-
$933 Million 0.69% of portfolio
-
Q1 2024 Added 132.72%
$3.48T
$778 Million 0.58% of portfolio
1,849
Q1 2024 Reduced 10.46%
$0
$697 Million 0.52% of portfolio
7,786
Q1 2024 Reduced 3.4%
$0
$609 Million 0.45% of portfolio
10,490
Q4 2023 New
$468B
$577 Million 0.43% of portfolio
4,964
Q4 2023 New
$126B
$568 Million 0.42% of portfolio
1,586
Q1 2024 New
$0
$521 Million 0.39% of portfolio
9,581
Q1 2024 Added 6.68%
$210B
$465 Million 0.34% of portfolio
800
Q4 2023 New
$0
$440 Million 0.33% of portfolio
5,734
Q1 2024 Added 8.35%
$0
$400 Million 0.3% of portfolio
9,786
Q1 2024 Reduced 0.7%
$0
$398 Million 0.3% of portfolio
10,350
Q4 2023 New
$0
$357 Million 0.26% of portfolio
4,119
Q4 2023 New
$602B
$349 Million 0.26% of portfolio
1,743
Q4 2023 New
$0
$353 Million 0.26% of portfolio
4,083
Q4 2023 New
$159B
$346 Million 0.26% of portfolio
1,810
Q1 2024 New
$319B
$334 Million 0.25% of portfolio
2,530
Q1 2024 New
$0
$307 Million 0.23% of portfolio
584
Q1 2024 Reduced 3.63%
$0
$306 Million 0.23% of portfolio
1,640
Q1 2024 Added 0.37%
$532B
$307 Million 0.23% of portfolio
731
Q4 2023 New
$1.16T
$315 Million 0.23% of portfolio
2,069
Q1 2024 Reduced 22.54%
$0
$317 Million 0.23% of portfolio
606
Q4 2023 New
$0
$309 Million 0.23% of portfolio
897
Q4 2023 New
-
$301 Million 0.22% of portfolio
-
Q4 2023 New
$0
$291 Million 0.22% of portfolio
1,016
Q1 2024 Added 0.1%
$0
$280 Million 0.21% of portfolio
3,673
Q4 2023 New
$182B
$279 Million 0.21% of portfolio
989
Q1 2024 New
$0
$252 Million 0.19% of portfolio
1,488
Q1 2024 Added 0.47%
$0
$245 Million 0.18% of portfolio
4,055
Q1 2024 Added 10.28%
$380B
$231 Million 0.17% of portfolio
1,462
Q1 2024 Reduced 12.03%
$0
$212 Million 0.16% of portfolio
1,750
Q1 2024 New
$37.2B
$210 Million 0.16% of portfolio
3,150
Q1 2024 New
$96.9B
$215 Million 0.16% of portfolio
859
Q1 2024 Reduced 3.59%
$7.88B
$204 Million 0.15% of portfolio
1,752
Q1 2024 Reduced 50.01%

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $135 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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