Monumental Financial Group Inc. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $269 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32.1M, Vanguard Information Technolog with a value of $31.5M, Ishares Msci Usa Quality Facto with a value of $29.7M, Fidelity Covington Tr Msci Con with a value of $21.7M, and Ishares Tr with a value of $21.5M.

Examining the 13F form we can see an increase of $42M in the current position value, from $227M to 269M.

Below you can find more details about Monumental Financial Group Inc. portfolio as well as his latest detailed transactions.

Portfolio value $269 Million
ETFs: $226 Million
Technology: $5.98 Million
Consumer Cyclical: $4.05 Million
Healthcare: $3.77 Million
Financial Services: $3.21 Million
Industrials: $2.32 Million
Communication Services: $1.08 Million
Real Estate: $730,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $269 Million
  • Prior Value $227 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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