Monument Capital Management Reduced Holdings in Q3 2024

Monument Capital Management

  • $358 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
-13K
- 88.41%
$174.88 - $254.97 $2.27M - $3.3M
1.7K $343K
QCOM
Qualcomm Inc

Technology
-13.8K
- 86.28%
$156.12 - $209.64 $2.16M - $2.9M
2.2K $373K
MPC
Marathon Petroleum Corp

Energy
-14.6K
- 80.24%
$158.61 - $180.75 $2.32M - $2.64M
3.6K $586K
MSFT
Microsoft Corp

Technology
-577
- 1.89%
$395.15 - $467.56 $228K - $270K
29.9K $12.9M
CVX
Chevron Corp

Energy
-3.18K
- 50.31%
$137.88 - $161.97 $438K - $515K
3.14K $462K
GOOGL
Alphabet Inc.

Communication Services
-824
- 3.48%
$148.65 - $191.18 $122K - $158K
22.9K $3.79M
PCAR
Paccar Inc

Industrials
-712
- 2.2%
$91.64 - $109.98 $65.2K - $78.3K
31.6K $3.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-966
- 3.1%
$434.77 - $502.96 $420K - $486K
30.2K $14.8M
SNPS
Synopsys Inc

Technology
-60
- 3.38%
$463.97 - $621.3 $27.8K - $37.3K
1.71K $867K
MCK
Mckesson Corp

Healthcare
-26
- 1.53%
$479.06 - $630.38 $12.5K - $16.4K
1.67K $825K
PEP
Pepsico Inc

Consumer Defensive
-771
- 30.57%
$161.9 - $179.3 $125K - $138K
1.75K $297K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.03K
- 8.25%
$59.61 - $60.15 $121K - $122K
22.6K $1.35M
DOW
Dow Inc.

Basic Materials
-2.27K
- 36.5%
$50.15 - $55.41 $114K - $126K
3.95K $216K
UPS
United Parcel Service Inc

Industrials
-807
- 28.8%
$123.32 - $147.38 $99.5K - $119K
2K $271K
DELL
Dell Technologies Inc.

Technology
-149
- 3.11%
$87.89 - $145.97 $13.1K - $21.7K
4.64K $549K
TXN
Texas Instruments Inc

Technology
-469
- 19.67%
$194.6 - $194.6 $91.3K - $91.3K
1.92K $372K
GOOG
Alphabet Inc.

Communication Services
-109
- 2.97%
$149.54 - $192.66 $16.3K - $21K
3.56K $595K
LLY
Eli Lilly & CO

Healthcare
-13
- 0.46%
$772.14 - $960.02 $10K - $12.5K
2.83K $2.51M
PG
Procter & Gamble CO

Consumer Defensive
-1.42K
- 6.43%
$160.76 - $177.82 $228K - $253K
20.7K $3.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
-183
- 10.35%
$517.38 - $573.86 $94.7K - $105K
1.59K $909K
AMZN
Amazon Com Inc

Consumer Cyclical
-4
- 0.06%
$161.02 - $200.0 $644 - $800
7.14K $1.33M
BXSL
Blackstone Secured Lending Fund

Financial Services
-1.07K
- 8.17%
$28.75 - $31.59 $30.8K - $33.8K
12K $352K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-508
- 11.74%
$116.79 - $133.54 $59.3K - $67.8K
3.82K $503K
NUE
Nucor Corp

Basic Materials
-63
- 1.34%
$137.77 - $166.14 $8.68K - $10.5K
4.64K $697K
ELV
Elevance Health, Inc.

Healthcare
-66
- 12.6%
$500.12 - $562.29 $33K - $37.1K
458 $238K
NVDA
Nvidia Corp

Technology
-34
- 0.18%
$98.91 - $134.91 $3.36K - $4.59K
18.4K $2.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.62K
- 8.19%
$54.98 - $59.51 $89.3K - $96.6K
18.2K $1.08M
HTGC
Hercules Capital, Inc.

Financial Services
-1.11K
- 6.02%
$17.71 - $21.67 $19.6K - $24K
17.3K $340K
C
Citigroup Inc

Financial Services
-470
- 11.76%
$56.11 - $67.61 $26.4K - $31.8K
3.53K $220K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-4.64K
- 8.14%
$12.63 - $13.72 $58.6K - $63.6K
52.4K $706K
ARCC
Ares Capital Corp

Financial Services
-1.64K
- 5.86%
$19.8 - $21.28 $32.6K - $35K
26.4K $552K
WFC
Wells Fargo & Company

Financial Services
-18
- 0.18%
$51.58 - $60.97 $928 - $1.1K
9.88K $558K
STLD
Steel Dynamics Inc

Basic Materials
-292
- 13.01%
N/A
1.95K $191K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-270
- 8.37%
$92.56 - $99.46 $25K - $26.9K
2.96K $283K
ABT
Abbott Laboratories

Healthcare
-340
- 15.44%
$100.07 - $118.13 $34K - $40.2K
1.86K $212K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-348
- 7.09%
$39.71 - $44.22 $13.8K - $15.4K
4.56K $201K
AIG
American International Group, Inc.

Financial Services
-1
- 0.03%
$70.16 - $79.23 $70.2 - $79.2
3.93K $287K
MAR
Marriott International Inc

Consumer Cyclical
-38
- 4.48%
$211.35 - $255.11 $8.03K - $9.69K
811 $201K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-141K
- 77.31%
N/A
41.4K $0
ABC
Amerisourcebergen Corp

Healthcare
-2
- 0.12%
N/A
1.61K $297K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-196
- 8.92%
$138.85 - $182.81 $27.2K - $35.8K
2K $354K
UNP
Union Pacific Corp

Industrials
-60
- 6.21%
$221.78 - $256.09 $13.3K - $15.4K
906 $223K
AZO
Autozone Inc

Consumer Cyclical
-5
- 3.76%
$2815.0 - $3212.87 $14.1K - $16.1K
128 $403K
VT
Vanguard Total World Stk Index

ETFs
-190
- 3.93%
$107.72 - $119.96 $20.5K - $22.8K
4.64K $555K
SYK
Stryker Corp

Healthcare
-3
- 0.47%
$315.94 - $371.96 $948 - $1.12K
642 $231K
CSCO
Cisco Systems, Inc.

Technology
-1.05K
- 8.64%
$44.74 - $53.22 $47K - $55.9K
11.1K $591K
JKHY
Henry Jack & Associates Inc

Technology
-52
- 2.0%
$160.87 - $177.06 $8.37K - $9.21K
2.54K $448K
BSX
Boston Scientific Corp

Healthcare
-12
- 0.39%
$72.96 - $84.0 $876 - $1.01K
3.09K $258K
MCD
Mcdonalds Corp

Consumer Cyclical
-254
- 12.7%
$245.82 - $304.51 $62.4K - $77.3K
1.75K $531K
Activity Summary
Buys All Purchases 85 New Holdings 36 Increased Positions 49 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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