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MONUMENTAL FINANCIAL GROUP INC.

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ROCKVILLE MD Investment Advisor
13F Summary
Monumental Financial Group is based out of Rockville. Monumental Financial Group is a large advisory firm with 349 clients and discretionary assets under management (AUM) of $173,261,107 (Form ADV from 2023-02-17). Their last reported 13F filing for Q4 2023 included $167,689,293 in managed 13F securities and a top 10 holdings concentration of 72.85%. Monumental Financial Group's largest holding is iShares MSCI USA Quality Factor ETF-iShares MSCI USA Quality Factor ETF with shares held of 139,866. Whalewisdom has at least 12 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
QUAL iShares MSCI USA Qua 12.27%
IVV iShares Core S&P 500 11.32%
VGT VANGUARD INFORMATION 10.33%
FDIS Fidelity MSCI Consum 7.87%
BSV VANGUARD SHORT-TERM 7.09%

2023-12-31

13F Activity

Market Value $168m, Prior: $150m
New Purchases 3 stocks
Added To 23 stocks
Sold out of 4 stocks
Reduced holdings in 14 stocks
Top 10 Holdings % 72.85%
Turnover %[1] 17.07%
Turnover Alt %[2] 9.23%
Time Held Top 20 6.8 quarters
Time Held Top 10 7.8 quarters
Time Held All 5.63 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance