Monument Group Wealth Advisors, LLC Portfolio Holdings

Monument Group Wealth Advisors, LLC

  • $141 Billion
  • Q4 2024

Monument Group Wealth Advisors, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 49 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 $64.6B, Dimensional ETF Tr with a value of $21B, Vanguard Total Stock Market Et with a value of $15.7B, Vanguard Ftse Developed Market with a value of $8.48B, and Dimensional ETF Tr with a value of $5.71B.

Examining the 13F form we can see an decrease of $25.1B in the current position value, from $166B to 141B.

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 $141 Billion
ETFs: $132 Billion
Technology: $1.83 Billion
Financial Services: $1.58 Billion
Healthcare: $823 Million
Consumer Defensive: $673 Million
Consumer Cyclical: $608 Million
Energy: $528 Million
Industrials: $446 Million
Other: $616 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.6 Billion 45.7% of portfolio
1,866,160
Q4 2024 Reduced 17.49%
$0
$21 Billion 14.84% of portfolio
718,102
Q4 2024 Reduced 14.3%
$0
$15.7 Billion 11.08% of portfolio
54,012
Q4 2024 Reduced 5.44%
$0
$8.48 Billion 6.0% of portfolio
177,358
Q4 2024 Reduced 7.36%
$0
$5.71 Billion 4.04% of portfolio
224,871
Q4 2024 Reduced 16.4%
$0
$2.74 Billion 1.94% of portfolio
11,420
Q4 2024 Reduced 2.76%
$0
$2.65 Billion 1.87% of portfolio
15,636
Q4 2024 Reduced 6.19%
$0
$1.93 Billion 1.37% of portfolio
43,922
Q4 2024 Reduced 10.0%
$0
$1.17 Billion 0.83% of portfolio
19,260
Q4 2024 Reduced 10.11%
$0
$1.13 Billion 0.8% of portfolio
5,725
Q4 2024 Reduced 7.45%
-
$1.1 Billion 0.78% of portfolio
-
Q4 2024 Added 4.33%
$3.59T
$1.03 Billion 0.73% of portfolio
4,124
Q4 2024 Reduced 32.79%
$0
$897 Million 0.64% of portfolio
11,612
Q4 2024 Added 1.04%
$0
$755 Million 0.53% of portfolio
7,786
Q1 2024 Reduced 3.4%
$266B
$673 Million 0.48% of portfolio
10,810
Q3 2024 Reduced 0.01%
$0
$580 Million 0.41% of portfolio
9,975
Q4 2024 Reduced 3.01%
$149B
$571 Million 0.4% of portfolio
1,586
Q1 2024 New
$34.5B
$559 Million 0.4% of portfolio
1,783
Q4 2024 Reduced 24.74%
$459B
$528 Million 0.37% of portfolio
4,911
Q4 2024 Reduced 0.32%
$0
$494 Million 0.35% of portfolio
8,870
Q4 2024 Reduced 1.77%
$0
$417 Million 0.29% of portfolio
10,350
Q4 2023 New
$3.33T
$412 Million 0.29% of portfolio
977
Q4 2024 Reduced 45.2%
$0
$395 Million 0.28% of portfolio
9,645
Q4 2024 Added 0.01%
$0
$385 Million 0.27% of portfolio
4,119
Q4 2023 New
$203B
$387 Million 0.27% of portfolio
1,759
Q3 2024 Reduced 2.82%
$780B
$360 Million 0.25% of portfolio
1,500
Q3 2024 Reduced 13.94%
$0
$355 Million 0.25% of portfolio
606
Q4 2023 New
$0
$352 Million 0.25% of portfolio
1,654
Q4 2024 Added 0.3%
$1.21T
$350 Million 0.25% of portfolio
1,839
Q4 2024 Reduced 9.68%
$0
$350 Million 0.25% of portfolio
1,019
Q4 2024 Added 0.2%
$2.4T
$336 Million 0.24% of portfolio
1,530
Q4 2024 New
$600B
$331 Million 0.23% of portfolio
731
Q4 2023 New
$1.86B
$331 Million 0.23% of portfolio
11,557
Q4 2024 New
-
$328 Million 0.23% of portfolio
-
Q4 2023 New
$0
$315 Million 0.22% of portfolio
3,673
Q4 2023 New
$0
$306 Million 0.22% of portfolio
5,194
Q4 2024 Added 1.8%
$0
$264 Million 0.19% of portfolio
1,504
Q4 2024 Added 0.33%
$44B
$266 Million 0.19% of portfolio
3,150
Q1 2024 New
$209B
$272 Million 0.19% of portfolio
939
Q4 2024 Reduced 5.06%
$245B
$252 Million 0.18% of portfolio
2,530
Q1 2024 New
$123B
$246 Million 0.17% of portfolio
839
Q4 2024 Reduced 1.18%
-
$244 Million 0.17% of portfolio
-
Q4 2024 Added 21.08%
$0
$223 Million 0.16% of portfolio
1,750
Q1 2024 New
Spdr Msci Acwi Climate Paris Aligned ETF
-
$212 Million 0.15% of portfolio
-
Q2 2024 New
$0
$212 Million 0.15% of portfolio
528
Q4 2024 New
$0
$202 Million 0.14% of portfolio
8,702
Q4 2024 Reduced 36.16%
$0
$202 Million 0.14% of portfolio
1,089
Q3 2024 New
$186B
$201 Million 0.14% of portfolio
1,733
Q4 2024 Reduced 1.08%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $141 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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