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CIK: 0001861798
Total reported value
$269.5M
$269.5M
41 檔
42.7%
As reported in its official Q2 2024 Form 13F filing, Monumental Financial Group Inc.'s tracked investment portfolio stood at $269.5M with 41 total positions.
During Q2 2024, Monumental Financial Group Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 12.22% | — | +25.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.11% | — | +12.93% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 11.98% | — | +7.47% | |
| 4 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 7.66% | — | +18.01% | |
| 5 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 6.27% | — | — | |
| 6 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 6.21% | — | — | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.83% | — | +8.73% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.44% | — | +4.48% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 4.45% | — | +86.87% | |
| 10 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 4.07% | — | — | |
| 11 | FHLC | Fidelity Msci Health Care | ETF-Other | 3.09% | — | +22.38% | |
| 12 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.03% | — | +21.03% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.60% | — | -40.63% | |
| 14 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.48% | — | +12.72% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | — | -10.90% | |
| 16 | IQLT | Ishares Msci International Q | ETF-Other | 1.13% | — | -11.43% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | — | -13.59% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.71% | — | -12.83% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | — | -12.01% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 0.63% | — | -11.58% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | — | -9.07% | |
| 22 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.52% | — | -11.74% | |
| 23 | ADI | Analog Devices Inc | Stock-Tech | 0.51% | — | -11.24% | |
| 24 | XVV | Ishares Esg Select Screened | ETF-Other | 0.50% | — | -0.67% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.48% | — | -14.92% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | — | -11.38% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | — | -11.98% | |
| 28 | A | Agilent Technologies Inc | Stock-Healthcare | 0.46% | — | -11.58% | |
| 29 | PAYX | Paychex Inc | Stock-Tech | 0.44% | — | -11.33% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.43% | — | -18.83% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.42% | — | -17.84% | |
| 32 | MSCI | Msci Inc | Stock-Financials | 0.42% | — | -10.94% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.39% | — | -11.19% | |
| 34 | CSGP | Costar Group Inc | Stock-Real Estate | 0.36% | — | -10.64% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.34% | — | -9.88% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.32% | — | -92.24% | |
| 37 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.30% | — | — | |
| 38 | EGUS | Ishares Esg Aware Msci US Gr | ETF-Other | 0.27% | — | — | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.22% | — | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.20% | — | — | |
| 41 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.10% | — | -96.63% |
According to official SEC Form 13F filings, Monumental Financial Group Inc. reported a total U.S. public equity portfolio value of $269.5M across 41 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VGT, IVV, QUAL) accounted for 42.7% of total reported equity market value during Q2 2024.
During Q2 2024, Monumental Financial Group Inc.'s top holdings by market value included VGT (12.2%)、IVV (12.1%)、QUAL (12.0%). The largest single position, VGT, represented 12.2% of total portfolio value.
In Q2 2024, Monumental Financial Group Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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