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)
Name | % Change |
---|---|
FDIS Fidelity MSCI Consum | 3.25% |
FLOT iShares Floating Rat | 2.05% |
BSV VANGUARD SHORT-TERM | 1.87% |
VGT VANGUARD INFORMATION | 1.17% |
IVV iShares Core S&P 500 | 0.72% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VCIT VANGUARD INTERMEDIAT | 4.07% |
VGSH VANGUARD SHORT-TERM | 2.59% |
VGIT VANGUARD INTERMEDIAT | 2.01% |
EFAV iShares MSCI EAFE Mi | 1.66% |
FUTY Fidelity MSCI Utilit | 0.39% |
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