MC
| |
Monument Capital Management13F | |
| Monument Capital Management | |
| Last update 2024-10-15 | 194 Stocks (36 new) |
| Value $362.00 Mil | Turnover 14 % |
| Portfolio Report | |
Monument Capital Management Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 230,742 | 28985.820 | -3.41% | 8.020 | -0.28% | 0.050 | +6.55% | +20.76% | 62575.645 | ||
VEA | Vanguard FTSE Developed Markets ETF | 326,282 | 17230.970 | -2.96% | 4.770 | -0.14% | 0.010 | +0.58% | +5.34% | 137327.215 | ||
QQQ | INVESCO QQQ Trust | 30,238 | 14758.300 | -3.10% | 4.080 | -0.14% | 0.010 | +8.49% | +21.21% | 299391.597 | ||
MSFT | Microsoft Corp | 29,933 | 12879.970 | -1.89% | 3.560 | -0.08% | 0.000 | +2.46% | +15.65% | 3215616.773 | Software | |
AAPL | Apple Inc | 30,956 | 7212.730 | -2.35% | 1.990 | -0.05% | 0.000 | +5.29% | +19.97% | 3498471.924 | Hardware | |
EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | 68,485 | 6408.820 | -1.98% | 1.770 | -0.04% | 0.040 | +1.59% | +2.69% | 15136.315 | ||
USHY | iShares Broad USD High Yield Corporate Bond ETF | 167,768 | 6316.470 | -2.03% | 1.750 | -0.04% | 0.030 | +1.18% | +2.32% | 20597.191 | ||
VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 73,307 | 6139.450 | -0.77% | 1.700 | -0.01% | 0.010 | +0.32% | +0.31% | 48492.938 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 62,032 | 6085.290 | New Holding | 1.680 | +1.68% | 0.010 | -1.65% | -6.65% | 59258.897 | ||
PHM | PulteGroup Inc | 42,074 | 6038.940 | +0.41% | 1.670 | +0.01% | 0.020 | -2.05% | +26.82% | 26714.005 | Homebuilding & Construction |
Monument Capital Management's Historical Top Holdings Breakdowns
Monument Capital Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2024-09-30 | Sold Out | -1.70% | 91.42 ($91.63) 91.82 | $91.78 | 0.16% | Sold Out | 0 | -62,954 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2024-09-30 | New Buy | +1.68% | 89.91 ($96.43) 101.33 | $92.33 | -4.26% | New holding | 62,032 | 62,032 | |
RYT | RYT | 2024-09-30 | Reduce | -1.52% | 33.55 ($36.42) 38.5 | $282.01 | 674.33% | Reduce -77.31% | 41,445 | -141,221 | |
XLC | Communication Services Select Sector SPDR Fund | 2024-09-30 | Sold Out | -1.47% | 82.16 ($86.22) 90.4 | $92.85 | 7.69% | Sold Out | 0 | -58,529 | |
XLU | Utilities Select Sector SPDR ETF | 2024-09-30 | New Buy | +1.39% | 67.67 ($74.19) 80.78 | $79.09 | 6.60% | New holding | 62,396 | 62,396 | |
XLRE | Real Estate Select Sector SPDR Fund (The) | 2024-09-30 | New Buy | +1.31% | 38.04 ($42.14) 45.36 | $43.97 | 4.34% | New holding | 106,405 | 106,405 | |
SMCI | Super Micro Computer Inc | 2024-09-30 | Sold Out | -1.12% | 38.65 ($60.86) 91 | $33.07 | -45.66% | Sold Out | 0 | -46,380 | |
FIX | Comfort Systems USA Inc | 2024-09-30 | New Buy | +1.05% | 292.14 ($329.38) 396.82 | $390.15 | 18.45% | New holding | 9,683 | 9,683 | |
AMAT | Applied Materials Inc | 2024-09-30 | Reduce | -0.90% | 174.75 ($205.11) 254.97 | $185.24 | -9.69% | Reduce -88.41% | 1,699 | -12,961 | |
GDDY | GoDaddy Inc | 2024-09-30 | New Buy | +0.82% | 141.41 ($152.87) 167.41 | $161.60 | 5.71% | New holding | 18,945 | 18,945 |
Monument Capital Management Total Holding History ($B)
Monument Capital Management's Asset Allocation
Monument Capital Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Monument Capital Management's Hypothetical Growth since 2024-09-30
Monument Capital Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Monument Capital Management's Holdings Heat Map
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Monument Capital Management's Holdings Bubble Chart
Monument Capital Management News
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