StockDriftsStockDriftsTop 42 Monumental Financial Group Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.92% | 55.7K | $32.1M | +9.80%(+4.97K) | — | 2024-09-30 | |
| VGT | VANGUARD WORLD FD | 11.7% | 53.7K | $31.5M | +10.55%(+5.13K) | — | 2024-09-30 | |
| QUAL | ISHARES TR | 11.01% | 165.5K | $29.7M | +2.88%(+4.63K) | — | 2024-09-30 | |
| FDIS | FIDELITY COVINGTON TRUST | 8.05% | 245.3K | $21.7M | +13.17%(+28.54K) | — | 2024-09-30 | |
| IBDV | ISHARES TR | 7.97% | 968.4K | $21.5M | +44.52%(+298.30K) | — | 2024-09-30 | |
| IBTG | ISHARES TR | 7.91% | 924.8K | $21.3M | +45.75%(+290.27K) | — | 2024-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 5.41% | 185.2K | $14.6M | +6.21%(+10.82K) | — | 2024-09-30 | |
| IBDT | ISHARES TR | 5.2% | 549.4K | $14.0M | +45.91%(+172.89K) | — | 2024-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.79% | 64.3K | $12.9M | +1.55%(+984) | — | 2024-09-30 | |
| FHLC | FIDELITY COVINGTON TRUST | 3.35% | 124.0K | $9.0M | +20.21%(+20.85K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Monumental Financial Group Inc. reports $269.52M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.9%), VGT (11.7%) and QUAL (11.0%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Monumental Financial Group Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1861798). View Monumental Financial Group Inc.’s 13F filings on SEC