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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.05T
$13.2 Million 3.71% of portfolio
31,421
Q4 2024 Added 4.97%
$3.66T
$8.61 Million 2.41% of portfolio
34,393
Q4 2024 Added 11.1%
$398B
$3.53 Million 0.99% of portfolio
21,035
Q4 2024 Added 1.79%
$809B
$3.4 Million 0.95% of portfolio
14,168
Q4 2024 Added 0.77%
$324B
$2.83 Million 0.79% of portfolio
21,078
Q4 2024 Added 14.44%
$275B
$2.56 Million 0.72% of portfolio
28,319
Q4 2024 Reduced 0.1%
$2.33T
$2.22 Million 0.62% of portfolio
10,105
Q4 2024 Added 41.53%
$835B
$2.1 Million 0.59% of portfolio
2,718
Q4 2024 Reduced 3.92%
$454B
$2.02 Million 0.57% of portfolio
18,762
Q4 2024 Added 8.51%
$569B
$2.01 Million 0.56% of portfolio
6,354
Q4 2024 Added 3.27%
$417B
$1.99 Million 0.56% of portfolio
5,106
Q4 2024 Added 0.24%
$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%
$470B
$1.12 Million 0.31% of portfolio
6,709
Q4 2024 Reduced 0.09%
$493B
$904,000 0.25% of portfolio
1,788
Q4 2024 Reduced 22.29%
$451B
$871,000 0.24% of portfolio
978
Q4 2024 New
$256B
$832,000 0.23% of portfolio
14,056
Q4 2024 Added 26.53%
$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%
$306B
$699,000 0.2% of portfolio
9,962
Q4 2024 Added 0.79%
$1.14T
$678,000 0.19% of portfolio
3,565
Q4 2024 Added 0.03%
$217B
$511,000 0.14% of portfolio
1,763
Q4 2024 Added 0.97%
$299B
$457,000 0.13% of portfolio
3,161
Q4 2024 Added 0.67%
$224B
$464,000 0.13% of portfolio
2,786
Q4 2024 Reduced 0.61%
$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%
$1.14T
$342,000 0.1% of portfolio
849
Q4 2024 New
$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%
$226B
$223,000 0.06% of portfolio
1,972
Q4 2024 Added 5.91%

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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