Monument Capital Management has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $358 Million distributed in 194 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 $29M, Vanguard Ftse Developed Market with a value of $17.2M, Invesco Qqq Trust, Series 1 with a value of $14.8M, Microsoft Corp with a value of $12.9M, and Apple Inc. with a value of $7.21M.
Examining the 13F form we can see an increase of $26.5M in the current position value, from $331M to 358M.
Below you can find more details about Monument Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$358 Million
ETFs: $122 Million
Industrials: $49.6 Million
Consumer Cyclical: $44.6 Million
Technology: $42.6 Million
Financial Services: $39.5 Million
Consumer Defensive: $20.1 Million
Healthcare: $11.1 Million
Basic Materials: $11 Million
Other: $17.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
