Monumental Financial Group Inc. 13F Holdings · last filed Q3 2024
Monumental Financial Group Inc. reported 42 securities worth $269.52M in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: IVV (11.92%), VGT (11.70%), QUAL (11.01%). Among its top 25 positions this quarter: 1 new, 13 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $32.1M | 11.92% | 55,699 | Added |
| 2 | VGT | VANGUARD WORLD FD | $31.5M | 11.70% | 53,744 | Added |
| 3 | QUAL | ISHARES TR | $29.7M | 11.01% | 165,529 | Added |
| 4 | FDIS | FIDELITY COVINGTON TRUST | $21.7M | 8.05% | 245,274 | Added |
| 5 | IBDV | ISHARES TR | $21.5M | 7.97% | 968,370 | Added |
| 6 | IBTG | ISHARES TR | $21.3M | 7.91% | 924,753 | Added |
| 7 | BSV | VANGUARD BD INDEX FDS | $14.6M | 5.41% | 185,245 | Added |
| 8 | IBDT | ISHARES TR | $14.0M | 5.20% | 549,429 | Added |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | $12.9M | 4.79% | 64,323 | Added |
| 10 | FHLC | FIDELITY COVINGTON TRUST | $9.0M | 3.35% | 124,049 | Added |
| 11 | VDC | VANGUARD WORLD FD | $9.0M | 3.33% | 41,135 | Added |
| 12 | FLOT | ISHARES TR | $6.6M | 2.44% | 128,813 | Trimmed |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | $5.9M | 2.17% | 96,849 | Trimmed |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $5.6M | 2.06% | 66,426 | New |
| 15 | FUTY | FIDELITY COVINGTON TRUST | $4.8M | 1.78% | 92,552 | Added |
| 16 | IBHH | ISHARES TR | $3.1M | 1.14% | 129,393 | Added |
| 17 | IQLT | ISHARES TR | $2.4M | 0.88% | 57,113 | Trimmed |
| 18 | LLY | ELI LILLY & CO | $1.8M | 0.67% | 2,036 | Trimmed |
| 19 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.4M | 0.52% | 8,084 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $1.3M | 0.48% | 3,017 | Trimmed |
| 21 | INTU | INTUIT | $1.2M | 0.44% | 1,893 | Trimmed |
| 22 | V | VISA INC | $1.2M | 0.44% | 4,303 | Trimmed |
| 23 | XVV | ISHARES TR | $1.2M | 0.44% | 26,574 | Trimmed |
| 24 | AAPL | APPLE INC | $1.1M | 0.41% | 4,696 | Trimmed |
| 25 | TSCO | TRACTOR SUPPLY CO | $1.1M | 0.41% | 3,798 | Trimmed |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR