Monument Capital Management New Holdings in Q1 2025

Monument Capital Management

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

ETFs
20.1K
New
$302.31 - $337.54 $6.09M - $6.8M
20.1K $6.18M
IWP
Ishares Russell Mid Cap Growth

ETFs
51.7K
New
$114.9 - $139.6 $5.94M - $7.21M
51.7K $6.07M
TIP
Ishares Tr Tips Bd ETF

ETFs
53K
New
$106.22 - $111.09 $5.63M - $5.89M
53K $5.89M
XLU
Utilities Sector Spdr

ETFs
58K
New
$74.7 - $80.27 $4.34M - $4.66M
58K $4.58M
EWP
Ishares Inc Msci Spain ETF

ETFs
86.7K
New
$30.96 - $38.87 $2.68M - $3.37M
86.7K $3.3M
EWI
Ishares Inc Msci Italy ETF

ETFs
76.6K
New
$35.58 - $43.99 $2.72M - $3.37M
76.6K $3.24M
EWG
Ishares Msci Germany ETF

ETFs
86.3K
New
$31.57 - $39.31 $2.72M - $3.39M
86.3K $3.2M
EWO
Ishares Inc Msci Austria ETF

ETFs
127K
New
$20.67 - $26.81 $2.63M - $3.41M
127K $3.19M
EWD
Ishares Inc Msci Sweden ETF

ETFs
74.8K
New
$37.28 - $45.14 $2.79M - $3.38M
74.8K $3.15M
FOXA
Fox Corp

Communication Services
55.2K
New
$47.9 - $58.0 $2.64M - $3.2M
55.2K $3.12M
EBAY
Ebay Inc

Consumer Cyclical
43.8K
New
$61.61 - $70.93 $2.7M - $3.1M
43.8K $2.96M
CNM
Core & Main, Inc.

Industrials
57.9K
New
$46.27 - $57.26 $2.68M - $3.32M
57.9K $2.8M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
32.1K
New
$73.71 - $87.55 $2.37M - $2.81M
32.1K $2.8M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
16.1K
New
$166.63 - $185.86 $2.68M - $2.99M
16.1K $2.68M
EXPE
Expedia Group, Inc.

Consumer Cyclical
13.5K
New
$157.11 - $206.52 $2.11M - $2.78M
13.5K $2.26M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
EPOL
Ishares Tr Msci Poland ETF

ETFs
55K
New
$20.91 - $29.15 $1.15M - $1.6M
55K $1.54M
ECH
Ishares Inc Mcsi Chile ETF

ETFs
51.2K
New
$24.56 - $30.94 $1.26M - $1.58M
51.2K $1.53M
MCHI
Ishares Msci China ETF

ETFs
27.5K
New
$43.71 - $58.65 $1.2M - $1.61M
27.5K $1.5M
AEP
American Electric Power CO Inc

Utilities
3.91K
New
$90.32 - $109.27 $353K - $427K
3.91K $427K
VTR
Ventas, Inc.

Real Estate
6.11K
New
$56.9 - $70.47 $348K - $431K
6.11K $420K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
10.4K
New
$31.75 - $36.0 $330K - $374K
10.4K $351K
MO
Altria Group, Inc.

Consumer Defensive
5.41K
New
$50.81 - $60.02 $275K - $325K
5.41K $324K
DHT
Dht Holdings, Inc.

Energy
23.1K
New
$9.33 - $11.85 $216K - $274K
23.1K $242K
IBM
International Business Machines Corp

Technology
899
New
$217.4 - $264.74 $195K - $238K
899 $223K
TOWN
Towne Bank (Va)

Financial Services
6.42K
New
$32.13 - $37.51 $206K - $241K
6.42K $219K
OTTR
Otter Tail Corp

Utilities
2.68K
New
$72.43 - $83.38 $194K - $224K
2.68K $215K
SLB
Schlumberger Limited

Energy
5.1K
New
$38.4 - $43.74 $196K - $223K
5.1K $213K
ACT
Enact Holdings, Inc.

Financial Services
6.06K
New
$31.15 - $35.03 $189K - $212K
6.06K $210K
SPOT
Spotify Technology S.A.

Communication Services
372
New
$457.79 - $648.32 $170K - $241K
372 $204K
KLAC
Kla Corp

Technology
300
New
$636.62 - $777.63 $191K - $233K
300 $203K
YUM
Yum Brands Inc

Consumer Cyclical
1.28K
New
$123.25 - $162.53 $158K - $208K
1.28K $201K
ADT
Adt Inc.

Industrials
14.3K
New
$6.87 - $8.23 $98.1K - $118K
14.3K $116K
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
Track This Portfolio

Track Monument Capital Management Portfolio

Follow Monument Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Monument Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email