Monument Capital Management Reduced Holdings in Q4 2024

Monument Capital Management

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-14K
- 61.03%
$161.86 - $196.66 $2.26M - $2.74M
8.91K $1.69M
VEA
Vanguard Ftse Developed Market

ETFs
-2.39K
- 0.73%
$47.57 - $52.44 $114K - $125K
324K $15.5M
EMB
Ishares Tr

ETFs
-2.89K
- 4.21%
$88.94 - $93.46 $257K - $270K
65.6K $5.84M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.45K
- 3.35%
$80.13 - $83.77 $197K - $205K
70.9K $5.69M
UNH
Unitedhealth Group Inc

Healthcare
-513
- 22.29%
$485.52 - $625.25 $249K - $321K
1.79K $904K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-7.24K
- 4.31%
$36.54 - $37.53 $265K - $272K
161K $5.91M
LLY
Eli Lilly & CO

Healthcare
-111
- 3.92%
$727.2 - $932.06 $80.7K - $103K
2.72K $2.1M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-35
- 0.88%
$1124.26 - $1344.96 $39.3K - $47.1K
3.95K $4.97M
AMGN
Amgen Inc

Healthcare
-359
- 17.08%
$258.78 - $328.31 $92.9K - $118K
1.74K $454K
FXR
First Trust Industrials/Produc

ETFs
-1.65K
- 2.45%
$74.81 - $83.27 $123K - $137K
65.5K $4.9M
MRK
Merck & Co., Inc.

Healthcare
-481
- 5.99%
$96.31 - $114.76 $46.3K - $55.2K
7.55K $751K
QCOM
Qualcomm Inc

Technology
-762
- 34.65%
$150.4 - $178.04 $115K - $136K
1.44K $220K
IRM
Iron Mountain Inc

Real Estate
-218
- 2.39%
$101.62 - $128.14 $22.2K - $27.9K
8.89K $934K
BLDR
Builders First Source, Inc.

Industrials
-218
- 9.61%
$142.93 - $198.25 $31.2K - $43.2K
2.05K $293K
CL
Colgate Palmolive CO

Consumer Defensive
-904
- 28.73%
$90.22 - $102.31 $81.6K - $92.5K
2.24K $203K
TXN
Texas Instruments Inc

Technology
-607
- 31.7%
N/A
1.31K $254K
OMC
Omnicom Group Inc.

Communication Services
-93
- 1.51%
$85.82 - $105.47 $7.98K - $9.81K
6.07K $522K
BMI
Badger Meter Inc

Technology
-74
- 0.48%
$199.06 - $237.67 $14.7K - $17.6K
15.4K $3.27M
FBP
First Bancorp

Financial Services
-3.73K
- 22.26%
$18.31 - $22.2 $68.2K - $82.7K
13K $242K
MPC
Marathon Petroleum Corp

Energy
-171
- 4.75%
$131.65 - $174.84 $22.5K - $29.9K
3.43K $478K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-14
- 1.62%
$501.29 - $612.85 $7.02K - $8.58K
851 $442K
HUBB
Hubbell Inc

Industrials
-14
- 0.16%
$418.89 - $472.12 $5.86K - $6.61K
8.58K $3.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
-163
- 10.28%
$567.81 - $607.81 $92.6K - $99.1K
1.42K $833K
SNPS
Synopsys Inc

Technology
-75
- 4.38%
$485.36 - $588.0 $36.4K - $44.1K
1.64K $795K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-103
- 0.78%
$174.22 - $187.62 $17.9K - $19.3K
13.1K $2.3M
GE
General Electric CO

Industrials
-17
- 0.61%
$159.95 - $194.23 $2.72K - $3.3K
2.79K $464K
VLO
Valero Energy Corp

Energy
-231
- 8.26%
$118.59 - $144.02 $27.4K - $33.3K
2.56K $314K
DELL
Dell Technologies Inc.

Technology
-372
- 8.02%
$111.96 - $144.21 $41.6K - $53.6K
4.27K $491K
AFL
Aflac Inc

Financial Services
-93
- 2.37%
$100.37 - $115.27 $9.33K - $10.7K
3.83K $395K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-508
- 13.31%
$129.96 - $144.97 $66K - $73.6K
3.31K $461K
IT
Gartner Inc

Technology
-9
- 0.85%
$481.22 - $551.8 $4.33K - $4.97K
1.05K $506K
ORCL
Oracle Corp

Technology
-6
- 0.09%
$165.41 - $192.43 $992 - $1.15K
6.71K $1.12M
ITW
Illinois Tool Works Inc

Industrials
-23
- 1.13%
$253.56 - $278.5 $5.83K - $6.41K
2.02K $511K
WELL
Welltower Inc.

Real Estate
-124
- 3.07%
$123.11 - $139.3 $15.3K - $17.3K
3.92K $494K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-262
- 1.16%
$59.74 - $60.03 $15.7K - $15.7K
22.3K $1.34M
CBOE
Cboe Global Markets, Inc.

Financial Services
-36
- 2.98%
$191.61 - $217.84 $6.9K - $7.84K
1.17K $228K
SLG
Sl Green Realty Corp

Real Estate
-113
- 2.22%
$66.24 - $81.13 $7.49K - $9.17K
4.98K $338K
AIG
American International Group, Inc.

Financial Services
-184
- 4.69%
$70.0 - $79.22 $12.9K - $14.6K
3.74K $272K
VT
Vanguard Total World Stk Index

ETFs
-28
- 0.6%
$117.09 - $123.07 $3.28K - $3.45K
4.61K $541K
ABC
Amerisourcebergen Corp

Healthcare
-55
- 3.43%
N/A
1.55K $286K
ROST
Ross Stores, Inc.

Consumer Cyclical
-61
- 4.22%
$138.59 - $156.61 $8.45K - $9.55K
1.38K $209K
STLD
Steel Dynamics Inc

Basic Materials
-54
- 2.77%
N/A
1.9K $186K
AZO
Autozone Inc

Consumer Cyclical
-3
- 2.34%
$2981.19 - $3370.27 $8.94K - $10.1K
125 $400K
HTGC
Hercules Capital, Inc.

Financial Services
-149
- 0.86%
$18.53 - $20.22 $2.76K - $3.01K
17.2K $344K
SPG
Simon Property Group Inc

Real Estate
-65
- 1.3%
$167.23 - $183.84 $10.9K - $11.9K
4.92K $847K
COST
Costco Wholesale Corp

Consumer Defensive
-18
- 2.14%
$873.59 - $994.69 $15.7K - $17.9K
823 $754K
ARCC
Ares Capital Corp

Financial Services
-221
- 0.84%
$20.74 - $22.27 $4.58K - $4.92K
26.2K $573K
CAH
Cardinal Health Inc

Healthcare
-119
- 2.67%
$107.89 - $125.33 $12.8K - $14.9K
4.34K $513K
BXSL
Blackstone Secured Lending Fund

Financial Services
-131
- 1.09%
$29.25 - $33.27 $3.83K - $4.36K
11.9K $384K
Activity Summary
Buys All Purchases 118 New Holdings 26 Increased Positions 92 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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