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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$1.43 Billion 0.86% of portfolio
6,136
Q3 2024 Reduced 0.23%
-
$1.03 Billion 0.62% of portfolio
-
Q2 2024 Added 2.23%
$276B
$777 Million 0.47% of portfolio
10,810
Q3 2024 Reduced 0.01%
$3.08T
$767 Million 0.46% of portfolio
1,783
Q3 2024 Reduced 3.57%
$34B
$698 Million 0.42% of portfolio
2,369
Q3 2024 Reduced 21.5%
$508B
$578 Million 0.35% of portfolio
4,927
Q3 2024 Reduced 0.75%
$148B
$573 Million 0.34% of portfolio
1,586
Q1 2024 New
$202B
$495 Million 0.3% of portfolio
800
Q4 2023 New
$199B
$389 Million 0.23% of portfolio
1,759
Q3 2024 Reduced 2.82%
$614B
$336 Million 0.2% of portfolio
731
Q4 2023 New
$1.03T
$340 Million 0.2% of portfolio
2,036
Q3 2024 Reduced 0.63%
-
$323 Million 0.19% of portfolio
-
Q4 2023 New
$718B
$316 Million 0.19% of portfolio
1,500
Q3 2024 Reduced 13.94%
$212B
$301 Million 0.18% of portfolio
989
Q1 2024 New
$253B
$287 Million 0.17% of portfolio
2,530
Q1 2024 New
$46.1B
$281 Million 0.17% of portfolio
3,150
Q1 2024 New
$126B
$235 Million 0.14% of portfolio
849
Q3 2024 Reduced 1.16%
$177B
$212 Million 0.13% of portfolio
1,752
Q3 2024 New
$423B
$217 Million 0.13% of portfolio
245
Q2 2024 New
-
$219 Million 0.13% of portfolio
-
Q2 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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