HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (ITOT) |
198,076 | +113,726 | $22,838 |
| ITOT | 198,076 | +113,726 | $22,838 |
| VANGUARD TAX MANAGED FDS (VEA) |
274,913 | +173,190 | $13,792 |
| VEA | 274,913 | +173,190 | $13,792 |
| MICROSOFT CORP |
30,844 | -420 | $12,977 |
| MSFT | 30,844 | -420 | $12,977 |
| INVESCO QQQ TR |
26,366 | +13,455 | $11,707 |
| QQQ | 26,366 | +13,455 | $11,707 |
| ISHARES TR (USHY) |
259,880 | +103,546 | $9,509 |
| USHY | 259,880 | +103,546 | $9,509 |
| ISHARES TR (EMB) |
80,492 | +2,158 | $7,218 |
| EMB | 80,492 | +2,158 | $7,218 |
| SPDR S&P 500 ETF TR (SPY) |
11,688 | -26,159 | $6,114 |
| SPY | 11,688 | -26,159 | $6,114 |
| APPLE INC |
32,781 | -2,322 | $5,621 |
| AAPL | 32,781 | -2,322 | $5,621 |
| CATERPILLAR INC |
15,135 | -539 | $5,546 |
| CAT | 15,135 | -539 | $5,546 |
| BUILDERS FIRSTSOURCE INC |
26,331 | -392 | $5,491 |
| BLDR | 26,331 | -392 | $5,491 |
| INVESCO EXCHANGE TRADED FD T (RSPT) |
152,035 | +79,090 | $5,350 |
| RSPT | 152,035 | +79,090 | $5,350 |
| PULTE GROUP INC |
42,230 | -533 | $5,094 |
| PHM | 42,230 | -533 | $5,094 |
| GRAINGER W W INC |
4,927 | -30 | $5,012 |
| GWW | 4,927 | -30 | $5,012 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
59,472 | +17,869 | $4,788 |
| VCIT | 59,472 | +17,869 | $4,788 |
| SUPER MICRO COMPUTER INC |
4,701 | -3,598 | $4,748 |
| SMCI | 4,701 | -3,598 | $4,748 |
| WILLIAMS SONOMA INC |
14,326 | -1,294 | $4,549 |
| WSM | 14,326 | -1,294 | $4,549 |
| MURPHY USA INC |
10,598 | -592 | $4,443 |
| MUSA | 10,598 | -592 | $4,443 |
| EMCOR GROUP INC |
12,197 | +170 | $4,271 |
| EME | 12,197 | +170 | $4,271 |
| PACCAR INC |
32,083 | -2,008 | $3,975 |
| PCAR | 32,083 | -2,008 | $3,975 |
| BROADCOM INC |
2,980 | +54 | $3,950 |
| AVGO | 2,980 | +54 | $3,950 |
| FIRST TR EXCHANGE TRADED FD (FXR) |
54,097 | +43,660 | $3,947 |
| FXR | 54,097 | +43,660 | $3,947 |
| FIRST TR EXCHANGE TRADED FD (FXD) |
60,062 | +48,923 | $3,876 |
| FXD | 60,062 | +48,923 | $3,876 |
| FIRST TR EXCHANGE TRADED FD (FXO) |
81,366 | +66,825 | $3,867 |
| FXO | 81,366 | +66,825 | $3,867 |
| ISHARES TR (IUSG) |
32,414 | -137,737 | $3,799 |
| IUSG | 32,414 | -137,737 | $3,799 |
| SELECT SECTOR SPDR TR (XLC) |
44,701 | +44,701 | $3,650 |
| XLC | 44,701 | +44,701 | $3,650 |
| PROCTER AND GAMBLE CO |
22,112 | -993 | $3,588 |
| PG | 22,112 | -993 | $3,588 |
| MARATHON PETE CORP |
17,607 | +527 | $3,548 |
| MPC | 17,607 | +527 | $3,548 |
| HUBBELL INC |
8,507 | -485 | $3,531 |
| HUBB | 8,507 | -485 | $3,531 |
| ALPHABET INC |
22,392 | +6,398 | $3,380 |
| GOOGL | 22,392 | +6,398 | $3,380 |
| EVERCORE INC |
17,444 | -1,596 | $3,359 |
| EVR | 17,444 | -1,596 | $3,359 |
| ISHARES TR (IEFA) |
44,987 | -113,468 | $3,339 |
| IEFA | 44,987 | -113,468 | $3,339 |
| ISHARES TR (IUSV) |
36,916 | -69,309 | $3,339 |
| IUSV | 36,916 | -69,309 | $3,339 |
| COCA COLA CONS INC |
3,861 | +23 | $3,268 |
| COKE | 3,861 | +23 | $3,268 |
| UNITED RENTALS INC |
4,489 | -8 | $3,237 |
| URI | 4,489 | -8 | $3,237 |
| PHILLIPS 66 |
19,444 | -1,547 | $3,176 |
| PSX | 19,444 | -1,547 | $3,176 |
| EAGLE MATLS INC |
11,629 | -133 | $3,160 |
| EXP | 11,629 | -133 | $3,160 |
| MGIC INVT CORP WIS |
140,781 | -8,464 | $3,148 |
| MTG | 140,781 | -8,464 | $3,148 |
| RELIANCE INC |
9,341 | -578 | $3,122 |
| RS | 9,341 | -578 | $3,122 |
| D R HORTON INC |
18,725 | +351 | $3,081 |
| DHI | 18,725 | +351 | $3,081 |
| LINCOLN ELEC HLDGS INC |
11,984 | -901 | $3,061 |
| LECO | 11,984 | -901 | $3,061 |
| WORTHINGTON ENTERPRISES INC |
46,314 | +10,397 | $2,882 |
| WOR | 46,314 | +10,397 | $2,882 |
| DECKERS OUTDOOR CORP |
3,030 | +861 | $2,852 |
| DECK | 3,030 | +861 | $2,852 |
| TOPBUILD CORP |
6,408 | +6,408 | $2,824 |
| BLD | 6,408 | +6,408 | $2,824 |
| JABIL INC |
20,996 | +226 | $2,812 |
| JBL | 20,996 | +226 | $2,812 |
| BOOKING HOLDINGS INC |
772 | +39 | $2,802 |
| BKNG | 772 | +39 | $2,802 |
| CONOCOPHILLIPS |
21,624 | -725 | $2,752 |
| COP | 21,624 | -725 | $2,752 |
| PROGRESSIVE CORP |
13,291 | +10,706 | $2,749 |
| PGR | 13,291 | +10,706 | $2,749 |
| RALPH LAUREN CORP |
14,286 | +14,286 | $2,682 |
| RL | 14,286 | +14,286 | $2,682 |
| CLEAN HARBORS INC |
12,961 | +1,853 | $2,609 |
| CLH | 12,961 | +1,853 | $2,609 |
| SNAP ON INC |
8,656 | -374 | $2,564 |
| SNA | 8,656 | -374 | $2,564 |
See Full List: All Stocks Held By Monument Capital Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Monument Capital Management
|
Size ($ in 1000's)
At 03/31/2024: $346,991 At 12/31/2023: $310,691 Monument Capital Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Monument Capital Management 13F filings. Link to 13F filings: SEC filings |
