Monument Capital Management Portfolio Holdings

Monument Capital Management

  • $357 Million
  • Q4 2024

Monument Capital Management has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $357 Million distributed in 198 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $29.1M, Vanguard Ftse Developed Market with a value of $15.5M, Invesco Qqq Trust, Series 1 with a value of $15.2M, Microsoft Corp with a value of $13.2M, and Apple Inc. with a value of $8.61M.

Examining the 13F form we can see an decrease of $1.23M in the current position value, from $358M to 357M.

Below you can find more details about Monument Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $357 Million
ETFs: $118 Million
Industrials: $52.4 Million
Technology: $45.7 Million
Financial Services: $42.1 Million
Consumer Cyclical: $41.3 Million
Consumer Defensive: $20.5 Million
Healthcare: $9.62 Million
Basic Materials: $9.2 Million
Other: $18.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.1B
$1.97 Million 0.55% of portfolio
5,335
Q4 2024 Added 8.94%
$44.7B
$1.95 Million 0.55% of portfolio
6,162
Q4 2024 Reduced 0.36%
$1.11T
$1.69 Million 0.47% of portfolio
8,910
Q4 2024 Reduced 61.03%
$1.6T
$1.23 Million 0.35% of portfolio
2,088
Q4 2024 Added 167.35%
$276B
$1.21 Million 0.34% of portfolio
19,415
Q4 2024 Added 13.94%
$337B
$1.17 Million 0.33% of portfolio
6,557
Q4 2024 Added 0.02%
$92.3B
$1.12 Million 0.32% of portfolio
5,574
Q4 2024 Added 2.31%
$470B
$1.12 Million 0.31% of portfolio
6,709
Q4 2024 Reduced 0.09%
$12B
$1.04 Million 0.29% of portfolio
13,076
Q4 2024 Added 0.11%
$537B
$1.02 Million 0.29% of portfolio
1,941
Q4 2024 Added 6.01%
$145B
$1.01 Million 0.28% of portfolio
8,374
Q4 2024 Added 0.01%
$63.3B
$966,000 0.27% of portfolio
22,280
Q3 2024 Reduced 0.11%
$85.6B
$951,000 0.27% of portfolio
1,670
Q3 2024 Reduced 1.53%
$30.8B
$934,000 0.26% of portfolio
8,889
Q4 2024 Reduced 2.39%
$493B
$904,000 0.25% of portfolio
1,788
Q4 2024 Reduced 22.29%
$58.9B
$847,000 0.24% of portfolio
4,921
Q4 2024 Reduced 1.3%
$46.9B
$810,000 0.23% of portfolio
407
Q2 2024 Reduced 0.49%
$256B
$832,000 0.23% of portfolio
14,056
Q4 2024 Added 26.53%
$80.4B
$795,000 0.22% of portfolio
1,639
Q4 2024 Reduced 4.38%
$125B
$801,000 0.22% of portfolio
2,415
Q4 2023 Added 1.86%
$224B
$772,000 0.22% of portfolio
6,419
Q4 2024 Added 103.0%
$462B
$754,000 0.21% of portfolio
823
Q4 2024 Reduced 2.14%
$221B
$751,000 0.21% of portfolio
7,554
Q4 2024 Reduced 5.99%
$82.7B
$724,000 0.2% of portfolio
611
Q4 2024 Added 4.44%
$306B
$699,000 0.2% of portfolio
9,962
Q4 2024 Added 0.79%
$120B
$660,000 0.19% of portfolio
7,154
Q4 2024 Added 16.65%
$1.14T
$678,000 0.19% of portfolio
3,565
Q4 2024 Added 0.03%
$116B
$653,000 0.18% of portfolio
1,345
Q4 2024 Added 2.91%
$34.5B
$581,000 0.16% of portfolio
6,299
Q4 2023 Added 0.16%
$0
$573,000 0.16% of portfolio
26,182
Q4 2024 Reduced 0.84%
$33.5B
$534,000 0.15% of portfolio
4,577
Q4 2024 Reduced 1.4%
$17.1B
$522,000 0.15% of portfolio
6,071
Q4 2024 Reduced 1.51%
$27.6B
$491,000 0.14% of portfolio
4,265
Q4 2024 Reduced 8.02%
$342M
$512,000 0.14% of portfolio
76,500
Q4 2021 Reduced 3.16%
$217B
$511,000 0.14% of portfolio
1,763
Q4 2024 Added 0.97%
$66.1B
$494,000 0.14% of portfolio
3,921
Q4 2024 Reduced 3.07%
$175B
$517,000 0.14% of portfolio
22,745
Q4 2024 New
$33.4B
$513,000 0.14% of portfolio
4,341
Q4 2024 Reduced 2.67%
$78.5B
$511,000 0.14% of portfolio
2,018
Q4 2024 Reduced 1.13%
$41.9B
$506,000 0.14% of portfolio
1,045
Q4 2024 Reduced 0.85%
$60.8B
$463,000 0.13% of portfolio
16,909
Q4 2024 New
$34.1B
$475,000 0.13% of portfolio
5,331
Q3 2024 Reduced 0.76%
$299B
$457,000 0.13% of portfolio
3,161
Q4 2024 Added 0.67%
$74.9B
$478,000 0.13% of portfolio
3,427
Q4 2024 Reduced 4.75%
$67.4B
$461,000 0.13% of portfolio
2,001
Q3 2024 Reduced 8.92%
$157B
$454,000 0.13% of portfolio
1,743
Q4 2024 Reduced 17.08%
$224B
$464,000 0.13% of portfolio
2,786
Q4 2024 Reduced 0.61%
$2.2B
$456,000 0.13% of portfolio
8,985
Q4 2024 Added 36.84%
$2.43B
$431,000 0.12% of portfolio
20,083
Q4 2024 Added 2.15%

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $357 Million
  • Prior Value $358 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 26 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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