Monument Group Wealth Advisors, LLC ETFs

Monument Group Wealth Advisors, LLC

  • $144 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.7 Billion 44.88% of portfolio
1,962,622
Q1 2025 Added 5.17%
$0
$22.4 Billion 15.52% of portfolio
717,030
Q1 2025 Reduced 0.15%
$0
$9.06 Billion 6.28% of portfolio
178,162
Q1 2025 Added 0.45%
$0
$5.94 Billion 4.12% of portfolio
229,585
Q1 2025 Added 2.1%
$0
$3.11 Billion 2.15% of portfolio
17,993
Q1 2025 Added 15.07%
$0
$2.74 Billion 1.9% of portfolio
12,364
Q1 2025 Added 8.27%
$0
$2 Billion 1.39% of portfolio
44,188
Q1 2025 Added 0.61%
$0
$1.22 Billion 0.85% of portfolio
19,237
Q1 2025 Reduced 0.12%
$0
$1.09 Billion 0.75% of portfolio
5,826
Q1 2025 Added 1.76%
$0
$913 Million 0.63% of portfolio
11,657
Q1 2025 Added 0.39%
$0
$719 Million 0.5% of portfolio
7,786
Q1 2024 Reduced 3.4%
$0
$573 Million 0.4% of portfolio
9,761
Q1 2025 Reduced 2.15%
$0
$554 Million 0.38% of portfolio
985
Q1 2025 Added 1.13%
$0
$528 Million 0.37% of portfolio
1,425
Q1 2025 New
$0
$450 Million 0.31% of portfolio
8,732
Q1 2025 Reduced 1.56%
$0
$450 Million 0.31% of portfolio
10,350
Q4 2023 New
$0
$398 Million 0.28% of portfolio
9,645
Q4 2024 Added 0.01%
$0
$339 Million 0.23% of portfolio
606
Q4 2023 New
$0
$333 Million 0.23% of portfolio
1,654
Q4 2024 Added 0.3%
$0
$324 Million 0.22% of portfolio
5,216
Q1 2025 Added 0.42%
$0
$315 Million 0.22% of portfolio
1,019
Q4 2024 Added 0.2%
$0
$308 Million 0.21% of portfolio
1,192
Q1 2025 New
$0
$288 Million 0.2% of portfolio
3,673
Q4 2023 New
$0
$276 Million 0.19% of portfolio
2,137
Q1 2025 Added 22.11%
$0
$262 Million 0.18% of portfolio
1,511
Q1 2025 Added 0.47%
$0
$221 Million 0.15% of portfolio
1,175
Q1 2025 Added 7.9%
$0
$206 Million 0.14% of portfolio
570
Q1 2025 Added 7.95%
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