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
$218B
$422,000 0.12% of portfolio
5,588
Q3 2024 New
$224B
$442,000 0.12% of portfolio
851
Q4 2024 Reduced 1.62%
$614B
$413,000 0.12% of portfolio
912
Q3 2024 Reduced 0.11%
$12.7B
$445,000 0.12% of portfolio
2,543
Q3 2024 Reduced 2.0%
$74.1B
$388,000 0.11% of portfolio
3,168
Q4 2024 Added 19.05%
$65B
$400,000 0.11% of portfolio
125
Q4 2024 Reduced 2.34%
$5.49B
$384,000 0.11% of portfolio
11,914
Q4 2024 Reduced 1.09%
$19.7B
$403,000 0.11% of portfolio
1,792
Q4 2024 Added 0.84%
$65.5B
$395,000 0.11% of portfolio
3,827
Q4 2024 Reduced 2.37%
$2.65B
$344,000 0.1% of portfolio
17,161
Q4 2024 Reduced 0.86%
$4.33B
$361,000 0.1% of portfolio
2,752
Q4 2024 New
$23.6B
$353,000 0.1% of portfolio
1,065
Q4 2024 New
$57.5B
$370,000 0.1% of portfolio
1,536
Q4 2024 Added 17.25%
$4.56B
$372,000 0.1% of portfolio
4,692
Q4 2024 Added 7.61%
$127B
$348,000 0.1% of portfolio
1,192
Q4 2024 Added 9.76%
$1.14T
$342,000 0.1% of portfolio
849
Q4 2024 New
$4.24B
$338,000 0.09% of portfolio
4,984
Q4 2024 Reduced 2.22%
$156B
$333,000 0.09% of portfolio
1,352
Q4 2024 Added 4.4%
$158B
$319,000 0.09% of portfolio
4,533
Q4 2024 Added 28.52%
$4.78B
$325,000 0.09% of portfolio
3,163
Q4 2024 Added 10.44%
$5.39B
$318,000 0.09% of portfolio
8,839
Q4 2024 Added 16.89%
$2.23B
$335,000 0.09% of portfolio
13,882
Q4 2024 Added 3.65%
$400B
$307,000 0.09% of portfolio
2,123
Q4 2024 Added 54.06%
$237B
$311,000 0.09% of portfolio
1,050
Q4 2024 Added 5.32%
$380B
$326,000 0.09% of portfolio
7,433
Q4 2024 Added 17.85%
$51.3B
$314,000 0.09% of portfolio
2,564
Q4 2024 Reduced 8.26%
$87.9B
$321,000 0.09% of portfolio
506
Q4 2024 Added 0.8%
$32.1B
$313,000 0.09% of portfolio
3,337
Q4 2024 Added 0.09%
$5.51B
$329,000 0.09% of portfolio
2,920
Q4 2024 Added 9.57%
$4.33B
$276,000 0.08% of portfolio
2,998
Q4 2024 Added 6.61%
$38.4B
$286,000 0.08% of portfolio
1,550
Q4 2024 Reduced 3.43%
$4.48B
$299,000 0.08% of portfolio
15,016
Q4 2024 New
$24B
$293,000 0.08% of portfolio
2,051
Q4 2024 Reduced 9.61%
$3.01B
$270,000 0.08% of portfolio
3,792
Q4 2024 New
$151B
$296,000 0.08% of portfolio
3,320
Q4 2024 Added 7.48%
$2.82B
$300,000 0.08% of portfolio
9,372
Q4 2024 New
$56.8B
$272,000 0.08% of portfolio
3,742
Q4 2024 Reduced 4.69%
$177B
$254,000 0.07% of portfolio
1,308
Q4 2024 Reduced 31.7%
$4.86B
$251,000 0.07% of portfolio
2,113
Q4 2024 Added 32.81%
$4.35B
$236,000 0.07% of portfolio
9,489
Q4 2024 New
$82.5B
$256,000 0.07% of portfolio
2,033
Q4 2024 Added 1.9%
$149B
$255,000 0.07% of portfolio
1,120
Q4 2024 Added 23.62%
$20.5B
$233,000 0.07% of portfolio
1,276
Q4 2024 Added 0.95%
$80B
$237,000 0.07% of portfolio
513
Q4 2024 Added 3.01%
$98.7B
$237,000 0.07% of portfolio
853
Q4 2024 Added 5.18%
$4.15B
$249,000 0.07% of portfolio
3,955
Q4 2024 Added 12.1%
$52.9B
$240,000 0.07% of portfolio
1,714
Q4 2024 Added 4.38%
$3.88B
$242,000 0.07% of portfolio
13,019
Q4 2024 Reduced 22.26%
$138B
$210,000 0.06% of portfolio
931
Q4 2024 New

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
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