Monument Group Wealth Advisors, LLC Incresed Positions in Q2 2025

Monument Group Wealth Advisors, LLC

  • $159 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12.9K
+ 0.66%
$29.12 - $35.84 $377K - $464K
1.98M $70.8B
DFAI
Dimensional ETF Tr

ETFs
29.9K
+ 4.17%
$28.02 - $34.71 $837K - $1.04M
747K $25.8B
VTI
Vanguard Total Stock Market Et

ETFs
2.46K
+ 4.48%
$243.75 - $303.93 $600K - $748K
57.4K $17.4B
DFAE
Dimensional ETF Tr

ETFs
5.64K
+ 2.46%
$22.87 - $28.95 $129K - $163K
235K $6.81B
MSFT
Microsoft Corp

Technology
424
+ 46.04%
$354.56 - $497.45 $150K - $211K
1.35K $669M
VB
Vanguard Small Cap ETF

ETFs
483
+ 3.91%
$193.73 - $237.37 $93.6K - $115K
12.8K $3.04B
VTV
Vanguard Value ETF

ETFs
1.19K
+ 6.6%
$153.67 - $176.74 $183K - $210K
19.2K $3.39B
VBR
Vanguard Small Cap Value ETF

ETFs
1.03K
+ 17.65%
$162.76 - $195.77 $167K - $201K
6.85K $1.34B
META
Meta Platforms, Inc.

Communication Services
130
+ 35.52%
$484.66 - $738.09 $63K - $96K
496 $366M
DFSU
Dimensional ETF Tr Dimen Us Su
431
+ 1.48%
N/A
29.5K $1.16B
JPM
Jpmorgan Chase & CO

Financial Services
144
+ 9.6%
$210.28 - $289.91 $30.3K - $41.7K
1.64K $477M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.2%
$498.8 - $620.9 $998 - $1.24K
987 $613M
AAPL
Apple Inc.

Technology
671
+ 13.49%
$172.42 - $223.89 $116K - $150K
5.65K $1.16B
JNJ
Johnson & Johnson

Healthcare
405
+ 29.85%
$146.36 - $159.82 $59.3K - $64.7K
1.76K $269M
KO
Coca Cola CO

Consumer Defensive
720
+ 6.66%
$68.37 - $73.9 $49.2K - $53.2K
11.5K $816M
RTX
Raytheon Technologies Corp

Industrials
49
+ 2.83%
$113.75 - $148.48 $5.57K - $7.28K
1.78K $260M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.4%
$152.93 - $181.74 $918 - $1.09K
1.52K $276M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1
+ 0.01%
$36.25 - $42.28 $36.3 - $42.3
9.65K $408M
PEG
Public Service Enterprise Group Inc

Utilities
14
+ 0.44%
$77.13 - $84.18 $1.08K - $1.18K
3.16K $266M
MCD
Mcdonalds Corp

Consumer Cyclical
69
+ 7.35%
$285.55 - $321.23 $19.7K - $22.2K
1.01K $295M
MRK
Merck & Co., Inc.

Healthcare
250
+ 9.59%
$73.47 - $87.12 $18.4K - $21.8K
2.86K $226M
XOM
Exxon Mobil Corp

Energy
293
+ 5.88%
$99.93 - $119.04 $29.3K - $34.9K
5.27K $568M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.96%
$483.48 - $539.8 $3.38K - $3.78K
738 $358M
Activity Summary
Buys All Purchases 25 New Holdings 1 Increased Positions 24 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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