Monograph Wealth Advisors, LLC Reduced Holdings in Q3 2025

Monograph Wealth Advisors, LLC

  • $937 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-37.6K
- 28.73%
$153.3 - $186.58 $5.76M - $7.02M
93.3K $17.4M
MSTR
Microstrategy Inc

Technology
-5.02K
- 63.09%
$300.7 - $455.9 $1.51M - $2.29M
2.94K $946K
INTU
Intuit Inc

Technology
-1.11K
- 16.99%
$646.03 - $807.39 $716K - $895K
5.41K $3.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.4K
- 19.53%
$617.65 - $666.84 $862K - $931K
5.75K $3.83M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.02K
- 19.05%
$420.11 - $472.68 $848K - $954K
8.58K $4.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.18K
- 15.22%
$567.77 - $614.76 $668K - $723K
6.55K $4.01M
WM
Waste Management Inc

Industrials
-721
- 6.24%
$213.88 - $237.1 $154K - $171K
10.8K $2.39M
VB
Vanguard Small Cap ETF

ETFs
-561
- 41.65%
$237.58 - $259.17 $133K - $145K
786 $199K
DIS
Walt Disney CO

Communication Services
-7
- 0.06%
$112.25 - $124.0 $786 - $868
12.3K $1.4M
MCHP
Microchip Technology Inc

Technology
-16
- 0.13%
$60.95 - $75.26 $975 - $1.2K
12K $770K
KO
Coca Cola CO

Consumer Defensive
-73
- 0.83%
$65.67 - $71.67 $4.79K - $5.23K
8.75K $580K
IBM
International Business Machines Corp

Technology
-1
- 0.07%
$234.77 - $292.47 $235 - $292
1.51K $427K
MA
Mastercard Inc

Financial Services
-11
- 2.66%
$550.18 - $598.96 $6.05K - $6.59K
403 $229K
PBHC
Pathfinder Bancorp, Inc.

Financial Services
-714
- 3.1%
$14.3 - $15.84 $10.2K - $11.3K
22.3K $349K
Dfa Us Large Cap Value ETF
-38.4K
- 13.17%
N/A
253K $0
Life 360, Inc
-19.4K
- 20.11%
N/A
77K $0
XOM
Exxon Mobil Corp

Energy
-33
- 1.53%
$105.83 - $117.22 $3.49K - $3.87K
2.13K $240K
VEA
Vanguard Ftse Developed Market

ETFs
-1.02K
- 4.3%
$56.02 - $60.3 $57.3K - $61.7K
22.8K $1.36M
SO
Southern CO

Utilities
-13
- 0.26%
$90.83 - $96.0 $1.18K - $1.25K
5.08K $480K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-28
- 1.32%
$459.11 - $506.91 $12.9K - $14.2K
2.09K $1.05M
SCHW
Schwab Charles Corp

Financial Services
-3
- 0.05%
$91.03 - $98.69 $273 - $296
5.82K $555K
D
Dominion Energy, Inc

Utilities
-2
- 0.02%
$56.32 - $62.1 $113 - $124
8.7K $532K
ETR
Entergy Corp

Utilities
-30
- 0.53%
$80.93 - $93.55 $2.43K - $2.81K
5.66K $527K
AMD
Advanced Micro Devices Inc

Technology
-12
- 0.22%
$134.8 - $184.42 $1.62K - $2.21K
5.39K $871K
JNJ
Johnson & Johnson

Healthcare
-23
- 0.56%
$155.17 - $185.42 $3.57K - $4.26K
4.1K $760K
INTC
Intel Corp

Technology
-20
- 0.09%
$19.31 - $35.5 $386 - $710
23.2K $778K
CAT
Caterpillar Inc

Industrials
-1
- 0.03%
$390.92 - $477.15 $391 - $477
2.96K $1.41M
VBR
Vanguard Small Cap Value ETF

ETFs
-50
- 0.18%
$195.41 - $212.37 $9.77K - $10.6K
28.5K $5.95M
DFIV
Dimensional ETF Tr

ETFs
-9.86K
- 3.87%
$42.66 - $46.53 $421K - $459K
245K $11.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-14
- 0.16%
$404.94 - $499.99 $5.67K - $7K
8.63K $4.19M
Activity Summary
Buys All Purchases 56 New Holdings 19 Increased Positions 37 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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