Monument Group Wealth Advisors, LLC Portfolio Holdings
Q3 2025•46 long positions•$169.6M portfolio value
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Holding53 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $74.9M 44.18% | -$1.3M Sold | — 1.9M shares | 2.0M → 1.9M −$1.3M | -1.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $28.2M 16.63% | +$1.0M Bought | — 775.8K shares | 746.9K → 775.8K +$1.0M | +3.87% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $21.1M 12.42% | +$2.2M Bought | — 64.2K shares | 57.4K → 64.2K +$2.2M | +11.77% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.9M 5.85% | +$461.3K Bought | — 165.6K shares | 157.9K → 165.6K +$461.3K | +4.88% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.6M 4.51% | +$229.9K Bought | — 242.5K shares | 235.2K → 242.5K +$229.9K | +3.1% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.1M 2.4% | +$491.2K Bought | — 21.8K shares | 19.2K → 21.8K +$491.2K | +13.73% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.7M 2.2% | +$461.8K Bought | — 14.7K shares | 12.8K → 14.7K +$461.8K | +14.14% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 1.42% | +$152.8K Bought | — 44.6K shares | 41.8K → 44.6K +$152.8K | +6.75% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 1.01% | +$286.6K Bought | — 8.2K shares | 6.9K → 8.2K +$286.6K | +20.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.882% | +$97.4K Bought | — 19.5K shares | 18.2K → 19.5K +$97.4K | +6.96% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.73% | -$16.8K Sold | — 29.2K shares | 29.5K → 29.2K −$16.8K | -1.34% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $898.1K 0.53% | -$539.6K Sold | 0.0% 3.5K shares | 5.6K → 3.5K −$539.6K | -37.53% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $846.3K 0.499% | — | — 7.8K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $660.7K 0.39% | — | — 987.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $567.5K 0.335% | -$3.2K Sold | — 9.6K shares | 9.7K → 9.6K −$3.2K | -0.57% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $541.8K 0.319% | -$154.9K Sold | 0.0% 1.0K shares | 1.3K → 1.0K −$154.9K | -22.23% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $492.9K 0.291% | -$15.3K Sold | — 8.5K shares | 8.7K → 8.5K −$15.3K | -3.01% | — — | Q4 2023 Held for 1y 11m | |
Medical - Devices Healthcare | $443.6K 0.262% | -$147.1K Sold | 0.0% 1.2K shares | 1.6K → 1.2K −$147.1K | -24.91% | $141.33B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $431.1K 0.254% | +$44.7 Bought | — 9.6K shares | 9.6K → 9.6K +$44.7 | +0.01% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $423.2K 0.25% | — | — 882.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $410.6K 0.242% | +$402.6 Bought | — 1.0K shares | 1.0K → 1.0K +$402.6 | +0.1% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $404.8K 0.239% | +$976.6 Bought | — 1.7K shares | 1.7K → 1.7K +$976.6 | +0.24% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $403.7K 0.238% | — | — 606.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $390.3K 0.23% | +$7.1K Bought | — 5.3K shares | 5.2K → 5.3K +$7.1K | +1.84% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $373.8K 0.22% | -$109.6K Sold | 0.0% 1.5K shares | 2.0K → 1.5K −$109.6K | -22.67% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $371.0K 0.219% | — | 0.0% 738.0 shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $369.4K 0.218% | -$60.8K Sold | 0.0% 2.0K shares | 2.3K → 2.0K −$60.8K | -14.14% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $366.7K 0.216% | — | — 2.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $365.3K 0.215% | — | — 3.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Insurance - Brokers Financial Services | $357.3K 0.211% | — | 0.001% 1.0K shares | — | — | $33.7B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $309.6K 0.183% | +$12.3K Bought | — 3.9K shares | 3.8K → 3.9K +$12.3K | +4.14% | — — | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $298.2K 0.176% | — | 0.0% 1.8K shares | — | — | $223.98B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $287.9K 0.17% | — | — 1.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $271.7K 0.16% | — | — 6.6K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $267.4K 0.158% | — | — 570.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $265.1K 0.156% | -$99.1K Sold | 0.0% 361.0 shares | 496.0 → 361.0 −$99.1K | -27.22% | $1.84T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $251.0K 0.148% | +$293.9 Bought | — 854.0 shares | 853.0 → 854.0 +$293.9 | +0.12% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $247.6K 0.146% | — | — 5.8K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $246.7K 0.145% | — | — 1.8K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | $245.7K 0.145% | -$272.8K Sold | 0.0% 779.0 shares | 1.6K → 779.0 −$272.8K | -52.62% | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $239.2K 0.141% | — | — 1.2K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Staffing & Employment Services Industrials | $236.0K 0.139% | -$7.3K Sold | 0.0% 804.0 shares | 829.0 → 804.0 −$7.3K | -3.02% | $118.89B Large Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $234.2K 0.138% | -$92.5K Sold | 0.0% 1.3K shares | 1.8K → 1.3K −$92.5K | -28.32% | $446.55B Mega Cap | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $234.0K 0.138% | -$72.3K Sold | 0.0% 770.0 shares | 1.0K → 770.0 −$72.3K | -23.61% | $216.86B Mega Cap | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $212.3K 0.125% | -$27.4K Sold | 0.0% 2.5K shares | 2.9K → 2.5K −$27.4K | -11.45% | $209.64B Mega Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $202.9K 0.12% | +$202.9K New | — 690.0 shares | 0 → 690.0 +$202.9K | New | — — | Q3 2025 Held for 2 months | |
Oil & Gas Integrated Energy | - — | -$568.4K Sold | — - shares | 5.3K → 0 −$568.4K | Sold | $466.91B Mega Cap | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | - — | -$266.3K Sold | — - shares | 3.2K → 0 −$266.3K | Sold | $41.5B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | - — | -$395.3K Sold | — - shares | 4.1K → 0 −$395.3K | Sold | — — | Q4 2023 Held for 1y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | - — | -$815.8K Sold | — - shares | 11.5K → 0 −$815.8K | Sold | $302.20B Mega Cap | Q4 2023 Held for 1y 11m |
