Monument Capital Management has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $331 Million distributed in 178 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 $28.4M, Vanguard Ftse Developed Market with a value of $16.6M, Invesco Qqq Trust, Series 1 with a value of $15M, Microsoft Corp with a value of $13.6M, and Apple Inc. with a value of $6.68M.
Examining the 13F form we can see an decrease of $8.59M in the current position value, from $340M to 331M.
Below you can find more details about Monument Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$331 Million
ETFs: $115 Million
Technology: $51.4 Million
Consumer Cyclical: $42.2 Million
Industrials: $38.6 Million
Financial Services: $28 Million
Consumer Defensive: $14.8 Million
Healthcare: $10.1 Million
Energy: $10 Million
Other: $21.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions