Monument Capital Management Incresed Positions in Q1 2025

Monument Capital Management

  • $322 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
17K
+ 1855.51%
$360.07 - $417.26 $6.13M - $7.1M
17.9K $6.48M
META
Meta Platforms, Inc.

Communication Services
5.19K
+ 248.42%
$576.36 - $736.67 $2.99M - $3.82M
7.28K $4.19M
WMT
Walmart Inc.

Consumer Defensive
26.7K
+ 94.23%
$84.5 - $105.05 $2.25M - $2.8M
55K $4.83M
PGR
Progressive Corp

Financial Services
325
+ 2.36%
$235.61 - $291.22 $76.6K - $94.6K
14.1K $3.99M
PPC
Pilgrims Pride Corp

Consumer Defensive
2.17K
+ 3.89%
$44.52 - $55.93 $96.4K - $121K
57.8K $3.15M
T
At&T Inc.

Communication Services
12.2K
+ 53.51%
$21.56 - $28.28 $262K - $344K
34.9K $987K
CVX
Chevron Corp

Energy
2.34K
+ 74.09%
$146.71 - $167.97 $344K - $393K
5.5K $920K
HIG
Hartford Financial Services Group, Inc.

Financial Services
972
+ 4.37%
$106.31 - $123.73 $103K - $120K
23.2K $2.87M
PM
Philip Morris International Inc.

Consumer Defensive
1.02K
+ 15.83%
$117.15 - $158.79 $119K - $161K
7.44K $1.18M
JNJ
Johnson & Johnson

Healthcare
2.04K
+ 96.18%
$142.06 - $167.7 $290K - $342K
4.17K $690K
ALL
Allstate Corp

Financial Services
685
+ 4.8%
$180.99 - $210.18 $124K - $144K
15K $3.1M
RS
Reliance Steel & Aluminum CO

Basic Materials
282
+ 2.87%
$266.61 - $302.66 $75.2K - $85.4K
10.1K $2.92M
RDN
Radian Group Inc

Financial Services
5.03K
+ 6.38%
$30.6 - $34.58 $154K - $174K
83.8K $2.77M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.89K
+ 2.67%
$79.17 - $82.04 $150K - $155K
72.7K $5.95M
GILD
Gilead Sciences, Inc.

Healthcare
996
+ 13.92%
$89.14 - $117.41 $88.8K - $117K
8.15K $913K
V
Visa Inc.

Financial Services
96
+ 1.51%
$306.92 - $362.71 $29.5K - $34.8K
6.45K $2.26M
KO
Coca Cola CO

Consumer Defensive
981
+ 5.05%
$60.81 - $72.32 $59.7K - $70.9K
20.4K $1.46M
EOG
Eog Resources Inc

Energy
1.44K
+ 45.58%
$120.54 - $138.05 $174K - $199K
4.61K $591K
MTG
Mgic Investment Corp

Financial Services
1.59K
+ 1.12%
$22.56 - $25.71 $35.9K - $40.9K
143K $3.55M
MCK
Mckesson Corp

Healthcare
2
+ 0.12%
$566.21 - $672.99 $1.13K - $1.35K
1.67K $1.13M
EMB
Ishares Tr

ETFs
243
+ 0.37%
$88.64 - $92.03 $21.5K - $22.4K
65.8K $5.96M
GE
General Electric CO

Industrials
57
+ 2.05%
$168.59 - $212.13 $9.61K - $12.1K
2.84K $569K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 5.81%
$442.66 - $534.52 $23.5K - $28.3K
965 $513K
AFL
Aflac Inc

Financial Services
513
+ 13.4%
$100.99 - $111.19 $51.8K - $57K
4.34K $482K
ABT
Abbott Laboratories

Healthcare
306
+ 15.52%
$111.1 - $140.22 $34K - $42.9K
2.28K $302K
NFLX
Netflix Inc

Communication Services
25
+ 2.56%
$828.4 - $1058.6 $20.7K - $26.5K
1K $935K
UNP
Union Pacific Corp

Industrials
222
+ 19.82%
$225.21 - $254.42 $50K - $56.5K
1.34K $317K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.44K
+ 0.9%
$36.63 - $37.45 $52.7K - $53.9K
162K $5.96M
PAYX
Paychex Inc

Industrials
200
+ 11.67%
$136.06 - $154.52 $27.2K - $30.9K
1.91K $295K
MA
Mastercard Inc

Financial Services
17
+ 0.88%
$504.67 - $576.31 $8.58K - $9.8K
1.96K $1.07M
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 3.28%
$890.62 - $1076.86 $24K - $29.1K
850 $803K
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.85%
$279.74 - $321.29 $4.2K - $4.82K
1.78K $555K
CBOE
Cboe Global Markets, Inc.

Financial Services
33
+ 2.82%
$190.84 - $226.29 $6.3K - $7.47K
1.2K $272K
BSX
Boston Scientific Corp

Healthcare
41
+ 1.23%
$89.38 - $106.18 $3.66K - $4.35K
3.36K $339K
VLO
Valero Energy Corp

Energy
71
+ 2.77%
$121.76 - $142.99 $8.64K - $10.2K
2.64K $348K
UI
Ubiquiti Inc.

Technology
172
+ 16.15%
$300.93 - $431.11 $51.8K - $74.2K
1.24K $383K
CBT
Cabot Corp

Basic Materials
3.12K
+ 10.94%
$81.12 - $92.51 $253K - $289K
31.6K $2.63M
IDCC
Inter Digital, Inc.

Communication Services
35
+ 2.93%
$171.68 - $225.72 $6.01K - $7.9K
1.23K $254K
TJX
Tjx Companies Inc

Consumer Cyclical
46
+ 0.55%
$112.81 - $126.16 $5.19K - $5.8K
8.42K $1.03M
PLTK
Playtika Holding Corp.

Communication Services
6.5K
+ 48.05%
$4.01 - $7.45 $26.1K - $48.4K
20K $103K
ABC
Amerisourcebergen Corp

Healthcare
49
+ 3.16%
N/A
1.6K $296K
FFIN
First Financial Bankshares Inc

Financial Services
218
+ 2.47%
$34.78 - $38.52 $7.58K - $8.4K
9.06K $325K
HON
Honeywell International Inc

Industrials
83
+ 8.92%
$202.75 - $226.52 $16.8K - $18.8K
1.01K $214K
STLD
Steel Dynamics Inc

Basic Materials
25
+ 1.32%
N/A
1.92K $188K
MLI
Mueller Industries Inc

Industrials
206
+ 4.39%
$76.14 - $82.67 $15.7K - $17K
4.9K $372K
MRK
Merck & Co., Inc.

Healthcare
789
+ 10.44%
$83.01 - $101.02 $65.5K - $79.7K
8.34K $748K
SPY
Spdr S&P 500 ETF Trust

ETFs
60
+ 4.22%
$551.42 - $612.93 $33.1K - $36.8K
1.48K $829K
CALM
Cal Maine Foods Inc

Consumer Defensive
195
+ 6.17%
$80.87 - $115.8 $15.8K - $22.6K
3.36K $305K
TT
Trane Technologies PLC

Industrials
514
+ 7.38%
$332.0 - $400.86 $171K - $206K
7.48K $2.52M
Activity Summary
Buys All Purchases 94 New Holdings 34 Increased Positions 60 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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