Monumental Financial Group Inc. Top Holdings and 13F Report (2023) About Monumental Financial Group Inc.Investment ActivityMonumental Financial Group Inc. has $269.52 million in total holdings as of September 30, 2023.Monumental Financial Group Inc. owns shares of 42 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 14.87% of the portfolio was purchased this quarter.About 3.15% of the portfolio was sold this quarter.This quarter, Monumental Financial Group Inc. has purchased 41 new stocks and bought additional shares in 13 stocks.Monumental Financial Group Inc. sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $32,128,297Vanguard Information Technology ETF $31,522,201iShares MSCI USA Quality Factor ETF $29,679,350Fidelity MSCI Consumer Discretionary Index ETF $21,692,033iShares iBonds Dec 2030 Term Corporate ETF $21,468,763 Largest New Holdings this Quarter Vanguard Intermediate-Term Corporate Bond ETF $5,563,178 HoldingVanguard S&P 500 ETF $288,635 Holding Largest Purchases this Quarter iShares iBonds Dec 2026 Term Treasury ETF 290,274 shares (about $6.70M)iShares iBonds Dec 2030 Term Corporate ETF 298,300 shares (about $6.61M)Vanguard Intermediate-Term Corporate Bond ETF 66,426 shares (about $5.56M)iShares iBonds Dec 2028 Term Corporate ETF 172,886 shares (about $4.41M)Vanguard Information Technology ETF 5,131 shares (about $3.01M) Largest Sales this Quarter iShares Floating Rate Bond ETF 70,891 shares (about $3.62M)Vanguard Short-Term Treasury Index ETF 9,054 shares (about $534.31K)iShares MSCI Intl Quality Factor ETF 9,358 shares (about $388.26K)Alphabet 2,099 shares (about $350.93K)Vanguard Intermediate-Term Treasury Index ETF 5,349 shares (about $323.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMonumental Financial Group Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$32,128,297$2,866,795 ▲9.8%55,69911.9%ETFVGTVanguard Information Technology ETF$31,522,201$3,009,460 ▲10.6%53,74411.7%ETFQUALiShares MSCI USA Quality Factor ETF$29,679,350$829,442 ▲2.9%165,52911.0%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$21,692,033$2,524,078 ▲13.2%245,2748.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$21,468,763$6,613,311 ▲44.5%968,3708.0%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$21,329,430$6,695,170 ▲45.7%924,7537.9%ManufacturingBSVVanguard Short-Term Bond ETF$14,576,929$851,662 ▲6.2%185,2455.4%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$14,026,922$4,413,779 ▲45.9%549,4295.2%ETFQQQMInvesco NASDAQ 100 ETF$12,919,275$197,636 ▲1.6%64,3234.8%ETFFHLCFidelity MSCI Health Care Index ETF$9,030,767$1,518,098 ▲20.2%124,0493.4%ETFVDCVanguard Consumer Staples ETF$8,987,175$1,522,150 ▲20.4%41,1353.3%ETFFLOTiShares Floating Rate Bond ETF$6,574,616$3,618,277 ▼-35.5%128,8132.4%ETFVGITVanguard Intermediate-Term Treasury Index ETF$5,851,639$323,188 ▼-5.2%96,8492.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,563,178$5,563,178 ▲New Holding66,4262.1%ETFFUTYFidelity MSCI Utilities Index ETF$4,796,045$798,805 ▲20.0%92,5521.8%ETFIBHHiShares iBonds 2028 Term High Yield and Income ETF$3,079,553$2,372,169 ▲335.3%129,3931.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$2,369,618$388,263 ▼-14.1%57,1130.9%ETFLLYEli Lilly and Company$1,803,774$264,010 ▼-12.8%2,0360.7%MedicalTSMTaiwan Semiconductor Manufacturing$1,403,948$232,544 ▼-14.2%8,0840.5%Computer and TechnologyMSFTMicrosoft$1,298,215$133,393 ▼-9.3%3,0170.5%Computer and TechnologyVVisa$1,183,110$150,948 ▼-11.3%4,3030.4%Business ServicesINTUIntuit$1,175,553$180,711 ▼-13.3%1,8930.4%Computer and TechnologyXVViShares ESG Screened S&P 500 ETF$1,175,217$22,245 ▼-1.9%26,5740.4%ETFTSCOTractor Supply$1,104,952$187,068 ▼-14.5%3,7980.4%Retail/WholesaleAAPLApple$1,094,168$125,820 ▼-10.3%4,6960.4%Computer and TechnologyGOOGAlphabet$1,076,369$350,932 ▼-24.6%6,4380.4%Computer and TechnologyHDHome Depot$1,069,728$180,719 ▼-14.5%2,6400.4%Retail/WholesaleLOWLowe's Companies$1,039,251$165,489 ▼-13.7%3,8370.4%Retail/WholesaleMAMastercard$1,033,523$200,483 ▼-16.2%2,0930.4%Business ServicesAAgilent Technologies$1,033,421$172,682 ▼-14.3%6,9600.4%Computer and TechnologyADIAnalog Devices$1,007,914$165,722 ▼-14.1%4,3790.4%Computer and TechnologyMSCIMSCI$992,147$166,135 ▼-14.3%1,7020.4%Computer and TechnologyPAYXPaychex$973,548$157,271 ▼-13.9%7,2550.4%Business ServicesTMOThermo Fisher Scientific$937,134$150,931 ▼-13.9%1,5150.3%MedicalDEDeere & Company$859,700$131,042 ▼-13.2%2,0600.3%Industrial ProductsSBUXStarbucks$839,681$130,052 ▼-13.4%8,6130.3%Retail/WholesaleCSGPCoStar Group$730,938$114,895 ▼-13.6%9,6890.3%Computer and TechnologyEGUSiShares ESG Aware MSCI USA Growth ETF$639,2710.0%15,4050.2%ETFWMWaste Management$484,6000.0%2,3340.2%Business ServicesVUGVanguard Growth ETF$460,7160.0%1,2000.2%ETFVOOVanguard S&P 500 ETF$288,635$288,635 ▲New Holding5470.1%ETFVGSHVanguard Short-Term Treasury Index ETF$216,816$534,309 ▼-71.1%3,6740.1%ETFVUSBVanguard Ultra-Short Bond ETF$0$232,546 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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