Monument Group Wealth Advisors, LLC Portfolio Holdings

Monument Group Wealth Advisors, LLC

  • $149 Billion
  • Q2 2024

Monument Group Wealth Advisors, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $67.6B, Dimensional ETF Tr with a value of $22.8B, Vanguard Total Stock Market Et with a value of $15.6B, Vanguard Ftse Developed Market with a value of $9.49B, and Dimensional ETF Tr with a value of $6.48B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $135B to 149B.

Monument Group Wealth Advisors, LLC is based out at Concord, MA

Below you can find more details about Monument Group Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
ETFs: $139 Billion
Technology: $2.43 Billion
Healthcare: $1.51 Billion
Financial Services: $1.44 Billion
Consumer Defensive: $896 Million
Energy: $571 Million
Communication Services: $376 Million
Consumer Cyclical: $252 Million
Other: $437 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $149 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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