Monograph Wealth Advisors, LLC Portfolio Holdings
Monograph Wealth Advisors, LLC
- $707 Million
- Q4 2024
Monograph Wealth Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $707 Million distributed in 114 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 $230M, Dimensional ETF Tr with a value of $136M, Dimensional ETF Tr U S Target with a value of $44.8M, Dimensional ETF Tr Us Marketwi with a value of $26.9M, and Apple Inc. with a value of $25.7M.
Examining the 13F form we can see an decrease of $19.6M in the current position value, from $727M to 707M.
Below you can find more details about Monograph Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$707 Million
ETFs: $455 Million
Technology: $56.9 Million
Communication Services: $23.1 Million
Consumer Defensive: $10.3 Million
Industrials: $7.68 Million
Healthcare: $6.94 Million
Consumer Cyclical: $6.77 Million
Financial Services: $3.42 Million
Other: $1.04 Million