Monument Capital Management Portfolio Holdings

Monument Capital Management

  • $357 Million
  • Q4 2024

Monument Capital Management has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $357 Million distributed in 198 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $29.1M, Vanguard Ftse Developed Market with a value of $15.5M, Invesco Qqq Trust, Series 1 with a value of $15.2M, Microsoft Corp with a value of $13.2M, and Apple Inc. with a value of $8.61M.

Examining the 13F form we can see an decrease of $1.23M in the current position value, from $358M to 357M.

Below you can find more details about Monument Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $357 Million
ETFs: $118 Million
Industrials: $52.4 Million
Technology: $45.7 Million
Financial Services: $42.1 Million
Consumer Cyclical: $41.3 Million
Consumer Defensive: $20.5 Million
Healthcare: $9.62 Million
Basic Materials: $9.2 Million
Other: $18.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.1 Million 8.16% of portfolio
226,358
Q4 2024 Reduced 1.9%
$0
$15.5 Million 4.34% of portfolio
323,896
Q4 2024 Reduced 0.73%
$0
$15.2 Million 4.25% of portfolio
29,647
Q4 2024 Reduced 1.95%
$3.09T
$13.2 Million 3.71% of portfolio
31,421
Q4 2024 Added 4.97%
$3.79T
$8.61 Million 2.41% of portfolio
34,393
Q4 2024 Added 11.1%
$0
$5.91 Million 1.66% of portfolio
160,529
Q4 2024 Reduced 4.31%
$0
$5.84 Million 1.64% of portfolio
65,599
Q4 2024 Reduced 4.21%
$0
$5.69 Million 1.59% of portfolio
70,854
Q4 2024 Reduced 3.35%
$0
$5.52 Million 1.55% of portfolio
112,507
Q4 2024 New
$196B
$5.41 Million 1.52% of portfolio
14,924
Q4 2024 Added 0.28%
$21.4B
$5.38 Million 1.51% of portfolio
11,858
Q4 2024 Reduced 0.7%
$0
$5.31 Million 1.49% of portfolio
98,157
Q4 2024 Reduced 2.79%
$11.4B
$5.27 Million 1.48% of portfolio
10,506
Q4 2024 Added 0.64%
$53.7B
$5.17 Million 1.45% of portfolio
4,902
Q4 2024 Added 0.04%
$11.4B
$4.97 Million 1.39% of portfolio
3,945
Q4 2024 Reduced 0.88%
$89.6B
$4.92 Million 1.38% of portfolio
21,203
Q4 2024 Reduced 21.54%
$11.4B
$4.64 Million 1.3% of portfolio
16,724
Q4 2024 Reduced 2.35%
$0
$4.64 Million 1.3% of portfolio
47,958
Q4 2024 New
$25.9B
$4.62 Million 1.3% of portfolio
42,416
Q4 2024 Added 0.81%
$0
$4.54 Million 1.27% of portfolio
20,256
Q4 2024 New
$0
$4.55 Million 1.27% of portfolio
19,551
Q4 2024 New
$188B
$4.25 Million 1.19% of portfolio
856
Q4 2024 Added 1.42%
$15.6B
$4.14 Million 1.16% of portfolio
9,753
Q4 2024 Added 0.72%
$4.71B
$3.88 Million 1.09% of portfolio
19,106
Q4 2024 Added 0.55%
$33.3B
$3.87 Million 1.08% of portfolio
19,584
Q4 2024 Added 3.37%
$22.7B
$3.59 Million 1.01% of portfolio
8,578
Q4 2024 Reduced 0.16%
$393B
$3.53 Million 0.99% of portfolio
21,035
Q4 2024 Added 1.79%
$10.7B
$3.5 Million 0.98% of portfolio
15,139
Q4 2024 Added 0.64%
$784B
$3.4 Million 0.95% of portfolio
14,168
Q4 2024 Added 0.77%
$7.75B
$3.35 Million 0.94% of portfolio
141,489
Q4 2024 Added 0.06%
$38.6B
$3.34 Million 0.94% of portfolio
32,072
Q4 2024 Added 1.48%
$144B
$3.3 Million 0.92% of portfolio
13,762
Q4 2024 Added 0.32%
$6.26B
$3.27 Million 0.92% of portfolio
15,402
Q4 2024 Reduced 0.48%
$52.5B
$3.28 Million 0.92% of portfolio
4,650
Q4 2024 Added 1.71%
$5.09B
$3.22 Million 0.9% of portfolio
37,701
Q4 2024 Added 1,033.52%
$15.7B
$3.19 Million 0.89% of portfolio
8,047
Q4 2024 Reduced 0.9%
$12.6B
$3.14 Million 0.88% of portfolio
13,623
Q4 2024 Added 1.58%
$5.47B
$3.07 Million 0.86% of portfolio
18,747
Q4 2024 Added 2.56%
$21B
$3.05 Million 0.85% of portfolio
5,005
Q4 2024 New
$9.46B
$2.98 Million 0.84% of portfolio
12,083
Q4 2024 Added 1.18%
$9.02B
$2.93 Million 0.82% of portfolio
16,861
Q4 2024 Added 3.54%
$31.1B
$2.87 Million 0.81% of portfolio
44,230
Q4 2024 Added 3.08%
$15.3B
$2.86 Million 0.8% of portfolio
13,383
Q4 2024 Added 1.41%
$8.77B
$2.84 Million 0.8% of portfolio
53,715
Q4 2024 Added 2.04%
$299B
$2.83 Million 0.79% of portfolio
21,078
Q4 2024 Added 14.44%
$52B
$2.75 Million 0.77% of portfolio
14,284
Q4 2024 Added 7.89%
$24.1B
$2.76 Million 0.77% of portfolio
30,588
Q4 2024 Added 8.8%
$17.1B
$2.65 Million 0.74% of portfolio
9,829
Q4 2024 Added 2.06%
$4.87B
$2.6 Million 0.73% of portfolio
28,516
Q4 2024 Added 1.72%

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $357 Million
  • Prior Value $358 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 26 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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