Latest MONUMENTAL FINANCIAL GROUP INC. Stock Portfolio
$188Million
Equity Portfolio Value
Last Reported on: 16 Apr, 2024
About MONUMENTAL FINANCIAL GROUP INC. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MONUMENTAL FINANCIAL GROUP INC. reported an equity portfolio of $188 Millions as of 31 Mar, 2024.
The top stock holdings of MONUMENTAL FINANCIAL GROUP INC. are IBCE, AGG, VAW. The fund has invested 13.1% of it's portfolio in ISHARES TR and 12.6% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AAXJ), ISHARES TR (AGG) and ISHARES TR (AGT) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD INDEX FDS (VOO) and ALPHABET INC (GOOG). MONUMENTAL FINANCIAL GROUP INC. opened new stock positions in ISHARES TR (DMXF) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN), ISHARES TR (AGG) and FIDELITY COVINGTON TRUST (FBCG).
The top stock holdings of MONUMENTAL FINANCIAL GROUP INC. are IBCE, AGG, VAW. The fund has invested 13.1% of it's portfolio in ISHARES TR and 12.6% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AAXJ), ISHARES TR (AGG) and ISHARES TR (AGT) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD INDEX FDS (VOO) and ALPHABET INC (GOOG). MONUMENTAL FINANCIAL GROUP INC. opened new stock positions in ISHARES TR (DMXF) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN), ISHARES TR (AGG) and FIDELITY COVINGTON TRUST (FBCG).
New Buys
| Ticker | $ Bought |
|---|---|
| ISHARES TR | 1,098,280 |
| ISHARES TR | 574,865 |
| AMAZON COM INC | 217,178 |
New stocks bought by MONUMENTAL FINANCIAL GROUP INC.
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 25.53 |
| ISHARES TR | 13.01 |
| FIDELITY COVINGTON TRUST | 9.83 |
| VANGUARD SCOTTSDALE FDS | 8.69 |
| VANGUARD WORLD FD | 8.58 |
| VANGUARD BD INDEX FDS | 8.57 |
| INVESCO EXCH TRADED FD TR II | 7.05 |
| ISHARES TR | 7.05 |
Additions to existing portfolio by MONUMENTAL FINANCIAL GROUP INC.
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD SCOTTSDALE FDS | -17.43 |
| VANGUARD INDEX FDS | -16.67 |
| ALPHABET INC | -4.08 |
| INTUIT | -3.93 |
| MICROSOFT CORP | -3.72 |
| ELI LILLY & CO | -3.64 |
| MSCI INC | -3.55 |
| MASTERCARD INCORPORATED | -3.26 |
MONUMENTAL FINANCIAL GROUP INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ISHARES TR | -243,671 |
| ISHARES TR | -920,873 |
| ISHARES TR | -282,054 |
| ISHARES TR | -284,726 |
MONUMENTAL FINANCIAL GROUP INC. got rid off the above stocks
Current Stock Holdings of MONUMENTAL FINANCIAL GROUP INC.
Last Reported on: 16 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC | 0.71 | 9,187 | 1,336,800 | REDUCED | -3.22 | |
| AAPL | APPLE INC | 0.56 | 6,154 | 1,055,290 | ADDED | 2.34 | |
| AAXJ | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AAXJ | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACWF | ISHARES TR | 1.58 | 75,051 | 2,976,520 | REDUCED | -2.99 | |
| ADI | ANALOG DEVICES INC | 0.60 | 5,745 | 1,136,300 | REDUCED | -2.89 | |
| AGG | ISHARES TR | 12.56 | 44,921 | 23,616,300 | ADDED | 13.01 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGT | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMPS | ISHARES TR | 2.90 | 106,867 | 5,456,630 | REDUCED | -1.69 | |
| AMZN | AMAZON COM INC | 0.12 | 1,204 | 217,178 | NEW | ||
| BAB | INVESCO EXCH TRADED FD TR II | 5.89 | 60,625 | 11,075,600 | ADDED | 7.05 | |
| BGRN | ISHARES TR | 1.47 | 87,646 | 2,754,710 | ADDED | 25.53 | |
| BIV | VANGUARD BD INDEX FDS | 6.54 | 160,413 | 12,298,900 | ADDED | 3.96 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 5.36 | 172,141 | 10,078,900 | ADDED | 2.33 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 5.07 | 164,051 | 9,526,420 | ADDED | 8.69 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.11 | 2,554 | 205,623 | REDUCED | -17.43 | |
| CSGP | COSTAR GROUP INC | 0.64 | 12,547 | 1,212,040 | REDUCED | -2.66 | |
| DE | DEERE & CO | 0.58 | 2,673 | 1,097,910 | REDUCED | -2.62 | |
| DMXF | ISHARES TR | 0.58 | 27,260 | 1,098,280 | NEW | ||
| DMXF | ISHARES TR | 0.31 | 15,405 | 574,865 | NEW | ||
| FBCG | FIDELITY COVINGTON TRUST | 8.06 | 183,655 | 15,147,900 | ADDED | 9.83 | |
| FBCG | FIDELITY COVINGTON TRUST | 3.13 | 84,323 | 5,883,220 | ADDED | 3.86 | |
| FBCG | FIDELITY COVINGTON TRUST | 1.54 | 68,430 | 2,902,800 | ADDED | 4.7 | |
| GOOG | ALPHABET INC | 0.78 | 9,581 | 1,458,800 | REDUCED | -4.08 | |
| HD | HOME DEPOT INC | 0.72 | 3,506 | 1,344,900 | REDUCED | -2.58 | |
| IBCE | ISHARES TR | 13.09 | 149,722 | 24,606,800 | ADDED | 7.05 | |
| INTU | INTUIT | 0.85 | 2,470 | 1,605,500 | REDUCED | -3.93 | |
| LLY | ELI LILLY & CO | 1.12 | 2,701 | 2,101,270 | REDUCED | -3.64 | |
| LOW | LOWES COS INC | 0.74 | 5,480 | 1,395,920 | REDUCED | -2.68 | |
| MA | MASTERCARD INCORPORATED | 0.72 | 2,820 | 1,358,030 | REDUCED | -3.26 | |
| MSCI | MSCI INC | 0.66 | 2,231 | 1,250,360 | REDUCED | -3.55 | |
| MSFT | MICROSOFT CORP | 0.85 | 3,781 | 1,590,740 | REDUCED | -3.72 | |
| PAYX | PAYCHEX INC | 0.62 | 9,504 | 1,167,090 | REDUCED | -3.15 | |
| SBUX | STARBUCKS CORP | 0.54 | 11,037 | 1,008,670 | REDUCED | -2.74 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.66 | 2,141 | 1,244,370 | REDUCED | -2.5 | |
| TSCO | TRACTOR SUPPLY CO | 0.70 | 5,032 | 1,316,980 | REDUCED | -3.01 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.78 | 10,810 | 1,470,700 | REDUCED | -3.24 | |
| V | VISA INC | 0.79 | 5,336 | 1,489,170 | REDUCED | -3.03 | |
| VAW | VANGUARD WORLD FD | 10.84 | 38,858 | 20,375,100 | ADDED | 8.58 | |
| VAW | VANGUARD WORLD FD | 3.06 | 28,231 | 5,763,080 | ADDED | 4.21 | |
| VOO | VANGUARD INDEX FDS | 0.22 | 1,200 | 413,040 | REDUCED | -16.67 | |
| VUSB | VANGUARD BD INDEX FDS | 3.68 | 139,539 | 6,914,160 | ADDED | 8.57 | |
| WM | WASTE MGMT INC DEL | 0.26 | 2,334 | 497,555 | UNCHANGED | 0.00 |