Monumental Financial Group Inc. Portfolio Holdings by Sector

Monumental Financial Group Inc.

$269 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VGT QUAL FDIS IBTG BSV IBDT QQQM 20 stocks	$226,263 91.46% of portfolio	14	5	2	-	0 Calls 0 Puts
Semiconductors \| Technology TSM ADI 2 stocks	$2,410 0.97% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$2,216 0.9% of portfolio	-	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$2,107 0.85% of portfolio	-	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare A TMO 2 stocks	$1,970 0.8% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$1,803 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,298 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$1,175 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO 1 stocks	$1,104 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,093 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$1,076 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI 1 stocks	$992 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$973 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$859 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$839 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$730 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$484 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts

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