HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (QUAL) |
149,722 | +9,856 | $24,607 |
| QUAL | 149,722 | +9,856 | $24,607 |
| ISHARES TR (IVV) |
44,921 | +5,170 | $23,616 |
| IVV | 44,921 | +5,170 | $23,616 |
| VANGUARD WORLD FD (VGT) |
38,858 | +3,071 | $20,375 |
| VGT | 38,858 | +3,071 | $20,375 |
| FIDELITY COVINGTON TRUST |
183,655 | +16,443 | $15,148 |
| FDIS | 183,655 | +16,443 | $15,148 |
| VANGUARD BD INDEX FDS (BSV) |
160,413 | +6,104 | $12,299 |
| BSV | 160,413 | +6,104 | $12,299 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
60,625 | +3,990 | $11,076 |
| QQQM | 60,625 | +3,990 | $11,076 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
172,141 | +3,920 | $10,079 |
| VGIT | 172,141 | +3,920 | $10,079 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
164,051 | +13,117 | $9,526 |
| VGSH | 164,051 | +13,117 | $9,526 |
| VANGUARD BD INDEX FDS (VUSB) |
139,539 | +11,011 | $6,914 |
| VUSB | 139,539 | +11,011 | $6,914 |
| FIDELITY COVINGTON TRUST |
84,323 | +3,132 | $5,883 |
| FHLC | 84,323 | +3,132 | $5,883 |
| VANGUARD WORLD FD (VDC) |
28,231 | +1,141 | $5,763 |
| VDC | 28,231 | +1,141 | $5,763 |
| ISHARES TR (FLOT) |
106,867 | -1,841 | $5,457 |
| FLOT | 106,867 | -1,841 | $5,457 |
| ISHARES TR (IQLT) |
75,051 | -2,310 | $2,977 |
| IQLT | 75,051 | -2,310 | $2,977 |
| FIDELITY COVINGTON TRUST |
68,430 | +3,073 | $2,903 |
| FUTY | 68,430 | +3,073 | $2,903 |
| ISHARES TR (IDRV) |
87,646 | +17,825 | $2,755 |
| IDRV | 87,646 | +17,825 | $2,755 |
| ELI LILLY & CO |
2,701 | -102 | $2,101 |
| LLY | 2,701 | -102 | $2,101 |
| INTUIT |
2,470 | -101 | $1,606 |
| INTU | 2,470 | -101 | $1,606 |
| MICROSOFT CORP |
3,781 | -146 | $1,591 |
| MSFT | 3,781 | -146 | $1,591 |
| VISA INC |
5,336 | -167 | $1,489 |
| V | 5,336 | -167 | $1,489 |
| TAIWAN SEMICONDUCTOR MFG LTD |
10,810 | -362 | $1,471 |
| TSM | 10,810 | -362 | $1,471 |
| ALPHABET INC |
9,581 | -408 | $1,459 |
| GOOG | 9,581 | -408 | $1,459 |
| LOWES COS INC |
5,480 | -151 | $1,396 |
| LOW | 5,480 | -151 | $1,396 |
| MASTERCARD INCORPORATED |
2,820 | -95 | $1,358 |
| MA | 2,820 | -95 | $1,358 |
| HOME DEPOT INC |
3,506 | -93 | $1,345 |
| HD | 3,506 | -93 | $1,345 |
| AGILENT TECHNOLOGIES INC |
9,187 | -306 | $1,337 |
| A | 9,187 | -306 | $1,337 |
| TRACTOR SUPPLY CO |
5,032 | -156 | $1,317 |
| TSCO | 5,032 | -156 | $1,317 |
| MSCI INC |
2,231 | -82 | $1,250 |
| MSCI | 2,231 | -82 | $1,250 |
| THERMO FISHER SCIENTIFIC INC |
2,141 | -55 | $1,244 |
| TMO | 2,141 | -55 | $1,244 |
| COSTAR GROUP INC |
12,547 | -343 | $1,212 |
| CSGP | 12,547 | -343 | $1,212 |
| PAYCHEX INC |
9,504 | -309 | $1,167 |
| PAYX | 9,504 | -309 | $1,167 |
| ANALOG DEVICES INC |
5,745 | -171 | $1,136 |
| ADI | 5,745 | -171 | $1,136 |
| DEERE & CO |
2,673 | -72 | $1,098 |
| DE | 2,673 | -72 | $1,098 |
| ISHARES TR (XVV) |
27,260 | +27,260 | $1,098 |
| XVV | 27,260 | +27,260 | $1,098 |
| APPLE INC |
6,154 | +141 | $1,055 |
| AAPL | 6,154 | +141 | $1,055 |
| STARBUCKS CORP |
11,037 | -311 | $1,009 |
| SBUX | 11,037 | -311 | $1,009 |
| ISHARES TR (EGUS) |
15,405 | +15,405 | $575 |
| EGUS | 15,405 | +15,405 | $575 |
| WASTE MGMT INC DEL |
2,334 | UNCH | $498 |
| WM | 2,334 | UNCH | $498 |
| VANGUARD INDEX FDS (VUG) |
1,200 | -240 | $413 |
| VUG | 1,200 | -240 | $413 |
| AMAZON COM INC |
1,204 | +1,204 | $217 |
| AMZN | 1,204 | +1,204 | $217 |
See Full List: All Stocks Held By Monumental Financial Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Monumental Financial Group Inc.
|
Size ($ in 1000's)
At 03/31/2024: $188,026 At 12/31/2023: $167,692 Monumental Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Monumental Financial Group Inc. 13F filings. Link to 13F filings: SEC filings |
