Monument Capital Management Reduced Holdings in Q1 2025

Monument Capital Management

  • $322 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-163K
- 72.19%
$120.29 - $134.6 $19.7M - $22M
62.9K $7.68M
VEA
Vanguard Ftse Developed Market

ETFs
-250K
- 77.15%
$47.4 - $52.99 $11.8M - $13.2M
74K $3.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-19.3K
- 65.09%
$468.34 - $539.52 $9.04M - $10.4M
10.4K $4.85M
HUBB
Hubbell Inc

Industrials
-7.82K
- 91.14%
$330.91 - $456.86 $2.59M - $3.57M
760 $251K
URI
United Rentals, Inc.

Industrials
-4.23K
- 90.92%
$594.17 - $789.56 $2.51M - $3.34M
422 $264K
AVGO
Broadcom Inc.

Technology
-3.03K
- 14.27%
$167.43 - $244.7 $507K - $740K
18.2K $3.04M
MSFT
Microsoft Corp

Technology
-489
- 1.56%
$375.39 - $447.2 $184K - $219K
30.9K $11.6M
AAPL
Apple Inc.

Technology
-715
- 2.08%
$209.68 - $247.1 $150K - $177K
33.7K $7.48M
EME
Emcor Group, Inc.

Industrials
-194
- 1.64%
$361.16 - $535.99 $70.1K - $104K
11.7K $4.31M
NVDA
Nvidia Corp

Technology
-766
- 3.63%
$106.98 - $149.43 $81.9K - $114K
20.3K $2.2M
FXR
First Trust Industrials/Produc

ETFs
-1.06K
- 1.62%
$68.3 - $79.81 $72.6K - $84.8K
64.4K $4.49M
GOOGL
Alphabet Inc.

Communication Services
-664
- 7.45%
$154.33 - $206.19 $102K - $137K
8.25K $1.28M
GDDY
Go Daddy Inc.

Technology
-204
- 1.04%
$172.13 - $214.35 $35.1K - $43.7K
19.4K $3.49M
OMC
Omnicom Group Inc.

Communication Services
-3.38K
- 55.59%
$79.43 - $88.34 $268K - $298K
2.7K $223K
AMZN
Amazon Com Inc

Consumer Cyclical
-8
- 0.08%
$190.26 - $242.06 $1.52K - $1.94K
10.1K $1.92M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-2.96K
- 3.02%
$50.93 - $57.24 $151K - $169K
95.2K $5.05M
PHM
Pultegroup Inc

Consumer Cyclical
-64
- 0.15%
$101.09 - $118.51 $6.47K - $7.58K
42.4K $4.35M
UNH
Unitedhealth Group Inc

Healthcare
-494
- 27.63%
$461.52 - $548.18 $228K - $271K
1.29K $677K
ORCL
Oracle Corp

Technology
-130
- 1.94%
$139.81 - $186.47 $18.2K - $24.2K
6.58K $919K
GOOG
Alphabet Inc.

Communication Services
-347
- 9.73%
$156.06 - $207.71 $54.2K - $72.1K
3.22K $502K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.81K
- 12.59%
$59.78 - $60.03 $168K - $169K
19.5K $1.17M
ETN
Eaton Corp PLC

Industrials
-55
- 2.28%
$271.83 - $371.23 $15K - $20.4K
2.36K $641K
RL
Ralph Lauren Corp

Consumer Cyclical
-17
- 0.11%
$215.68 - $286.74 $3.67K - $4.87K
15.1K $3.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.34K
- 12.56%
$56.17 - $59.71 $131K - $140K
16.3K $931K
HD
Home Depot, Inc.

Consumer Cyclical
-49
- 0.96%
$347.25 - $424.87 $17K - $20.8K
5.06K $1.85M
DELL
Dell Technologies Inc.

Technology
-311
- 7.29%
$90.34 - $124.66 $28.1K - $38.8K
3.95K $360K
TSLA
Tesla, Inc.

Consumer Cyclical
-16
- 1.88%
$222.15 - $428.22 $3.55K - $6.85K
833 $215K
LMT
Lockheed Martin Corp

Industrials
-159
- 11.82%
$423.19 - $506.29 $67.3K - $80.5K
1.19K $529K
SNPS
Synopsys Inc

Technology
-21
- 1.28%
$428.58 - $551.54 $9K - $11.6K
1.62K $693K
XLC
Select Sector Spdr Tr Communic

ETFs
-783
- 1.63%
$94.84 - $105.31 $74.3K - $82.5K
47.2K $4.55M
UMBF
Umb Financial Corp

Financial Services
-557
- 19.08%
$98.0 - $122.56 $54.6K - $68.3K
2.36K $238K
SPG
Simon Property Group Inc

Real Estate
-309
- 6.28%
$159.48 - $187.78 $49.3K - $58K
4.61K $765K
FICO
Fair Isaac Corp

Technology
-7
- 1.72%
$1695.35 - $2030.47 $11.9K - $14.2K
400 $737K
BLDR
Builders First Source, Inc.

Industrials
-284
- 13.85%
$122.8 - $173.51 $34.9K - $49.3K
1.77K $220K
C
Citigroup Inc

Financial Services
-880
- 19.41%
$67.23 - $84.63 $59.2K - $74.5K
3.65K $259K
BAC
Bank Of America Corp

Financial Services
-1.03K
- 13.8%
$39.61 - $47.74 $40.6K - $49K
6.41K $267K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-131
- 1.0%
$169.43 - $182.84 $22.2K - $24K
13K $2.25M
PKG
Packaging Corp Of America

Consumer Cyclical
-4
- 0.22%
$192.03 - $242.13 $768 - $969
1.79K $354K
BXSL
Blackstone Secured Lending Fund

Financial Services
-1.48K
- 12.39%
$31.3 - $34.5 $46.2K - $50.9K
10.4K $337K
LOW
Lowes Companies Inc

Consumer Cyclical
-124
- 9.17%
$222.66 - $268.42 $27.6K - $33.3K
1.23K $286K
AXP
American Express CO

Financial Services
-53
- 5.05%
$255.39 - $325.87 $13.5K - $17.3K
997 $268K
ARCC
Ares Capital Corp

Financial Services
-2.16K
- 8.25%
$21.28 - $23.81 $46K - $51.4K
24K $532K
MAR
Marriott International Inc

Consumer Cyclical
-2
- 0.23%
$237.01 - $304.45 $474 - $609
851 $202K
HTGC
Hercules Capital, Inc.

Financial Services
-740
- 4.31%
$18.01 - $22.0 $13.3K - $16.3K
16.4K $315K
ITW
Illinois Tool Works Inc

Industrials
-67
- 3.32%
$244.9 - $274.48 $16.4K - $18.4K
1.95K $483K
BOH
Bank Of Hawaii Corp

Financial Services
-202
- 5.33%
$65.97 - $75.81 $13.3K - $15.3K
3.59K $247K
MSI
Motorola Solutions, Inc.

Technology
-15
- 2.92%
$411.73 - $482.1 $6.18K - $7.23K
498 $218K
VT
Vanguard Total World Stk Index

ETFs
-105
- 2.28%
$115.08 - $123.97 $12.1K - $13K
4.51K $522K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-120
- 2.17%
$42.24 - $47.29 $5.07K - $5.67K
5.42K $231K
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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