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