Holdings Channel
EntityShares/Amount
Change
Position Value
Change
XLC +44,701+$3,650
BLD +6,408+$2,824
RL +14,286+$2,682
IJR +5,266+$582
ED +5,369+$488
MAC +23,563+$406
COR +1,583+$385
HTGC +19,030+$351
SLG +5,862+$323
DDS +601+$283
EntityShares/Amount
Change
Position Value
Change
WSO -6,974-$2,988
VGSH -38,611-$2,252
CHRD -12,241-$2,035
WS -35,930-$1,010
FXN -32,677-$545
KRG -17,347-$397
FSK -19,128-$382
XLE -3,685-$309
ABC -1,563-$281
TSLA -1,057-$263
EntityShares/Amount
Change
Position Value
Change
VEA +173,190+$8,919
ITOT +113,726+$13,962
USHY +103,546+$3,826
RSPT +79,090+$2,969
FXO +66,825+$3,238
FXD +48,923+$3,219
FXR +43,660+$3,270
VCIT +17,869+$1,407
QQQ +13,455+$6,420
PGR +10,706+$2,337
EntityShares/Amount
Change
Position Value
Change
IUSG -137,737-$13,914
IEFA -113,468-$7,808
IUSV -69,309-$5,619
BNDX -44,293-$2,190
SPY -26,159-$11,875
IEMG -17,443-$856
RSPS -13,111-$379
MTG -8,464+$269
CSCO -6,798-$357
Size ($ in 1000's)
At 03/31/2024: $346,991
At 12/31/2023: $310,691

Monument Capital Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Monument Capital Management 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Monument Capital Management
As of  03/31/2024, we find all stocks held by Monument Capital Management to be as follows, presented in the table below with each row detailing each Monument Capital Management position, ordered by largest to smallest position size. The all-stocks-held-by-Monument Capital Management table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Monument Capital Management as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ISHARES TR (ITOT) 198,076 +113,726 $22,838
     ITOT198,076+113,726$22,838
VANGUARD TAX MANAGED FDS (VEA) 274,913 +173,190 $13,792
     VEA274,913+173,190$13,792
MICROSOFT CORP 30,844 -420 $12,977
     MSFT30,844-420$12,977
INVESCO QQQ TR 26,366 +13,455 $11,707
     QQQ26,366+13,455$11,707
ISHARES TR (USHY) 259,880 +103,546 $9,509
     USHY259,880+103,546$9,509
ISHARES TR (EMB) 80,492 +2,158 $7,218
     EMB80,492+2,158$7,218
SPDR S&P 500 ETF TR (SPY) 11,688 -26,159 $6,114
     SPY11,688-26,159$6,114
APPLE INC 32,781 -2,322 $5,621
     AAPL32,781-2,322$5,621
CATERPILLAR INC 15,135 -539 $5,546
     CAT15,135-539$5,546
BUILDERS FIRSTSOURCE INC 26,331 -392 $5,491
     BLDR26,331-392$5,491
INVESCO EXCHANGE TRADED FD T (RSPT) 152,035 +79,090 $5,350
     RSPT152,035+79,090$5,350
PULTE GROUP INC 42,230 -533 $5,094
     PHM42,230-533$5,094
GRAINGER W W INC 4,927 -30 $5,012
     GWW4,927-30$5,012
VANGUARD SCOTTSDALE FDS (VCIT) 59,472 +17,869 $4,788
     VCIT59,472+17,869$4,788
SUPER MICRO COMPUTER INC 4,701 -3,598 $4,748
     SMCI4,701-3,598$4,748
WILLIAMS SONOMA INC 14,326 -1,294 $4,549
     WSM14,326-1,294$4,549
MURPHY USA INC 10,598 -592 $4,443
     MUSA10,598-592$4,443
EMCOR GROUP INC 12,197 +170 $4,271
     EME12,197+170$4,271
PACCAR INC 32,083 -2,008 $3,975
     PCAR32,083-2,008$3,975
BROADCOM INC 2,980 +54 $3,950
     AVGO2,980+54$3,950
FIRST TR EXCHANGE TRADED FD (FXR) 54,097 +43,660 $3,947
     FXR54,097+43,660$3,947
FIRST TR EXCHANGE TRADED FD (FXD) 60,062 +48,923 $3,876
     FXD60,062+48,923$3,876
FIRST TR EXCHANGE TRADED FD (FXO) 81,366 +66,825 $3,867
     FXO81,366+66,825$3,867
ISHARES TR (IUSG) 32,414 -137,737 $3,799
     IUSG32,414-137,737$3,799
SELECT SECTOR SPDR TR (XLC) 44,701 +44,701 $3,650
     XLC44,701+44,701$3,650
PROCTER AND GAMBLE CO 22,112 -993 $3,588
     PG22,112-993$3,588
MARATHON PETE CORP 17,607 +527 $3,548
     MPC17,607+527$3,548
HUBBELL INC 8,507 -485 $3,531
     HUBB8,507-485$3,531
ALPHABET INC 22,392 +6,398 $3,380
     GOOGL22,392+6,398$3,380
EVERCORE INC 17,444 -1,596 $3,359
     EVR17,444-1,596$3,359
ISHARES TR (IEFA) 44,987 -113,468 $3,339
     IEFA44,987-113,468$3,339
ISHARES TR (IUSV) 36,916 -69,309 $3,339
     IUSV36,916-69,309$3,339
COCA COLA CONS INC 3,861 +23 $3,268
     COKE3,861+23$3,268
UNITED RENTALS INC 4,489 -8 $3,237
     URI4,489-8$3,237
PHILLIPS 66 19,444 -1,547 $3,176
     PSX19,444-1,547$3,176
EAGLE MATLS INC 11,629 -133 $3,160
     EXP11,629-133$3,160
MGIC INVT CORP WIS 140,781 -8,464 $3,148
     MTG140,781-8,464$3,148
RELIANCE INC 9,341 -578 $3,122
     RS9,341-578$3,122
D R HORTON INC 18,725 +351 $3,081
     DHI18,725+351$3,081
LINCOLN ELEC HLDGS INC 11,984 -901 $3,061
     LECO11,984-901$3,061
WORTHINGTON ENTERPRISES INC 46,314 +10,397 $2,882
     WOR46,314+10,397$2,882
DECKERS OUTDOOR CORP 3,030 +861 $2,852
     DECK3,030+861$2,852
TOPBUILD CORP 6,408 +6,408 $2,824
     BLD6,408+6,408$2,824
JABIL INC 20,996 +226 $2,812
     JBL20,996+226$2,812
BOOKING HOLDINGS INC 772 +39 $2,802
     BKNG772+39$2,802
CONOCOPHILLIPS 21,624 -725 $2,752
     COP21,624-725$2,752
PROGRESSIVE CORP 13,291 +10,706 $2,749
     PGR13,291+10,706$2,749
RALPH LAUREN CORP 14,286 +14,286 $2,682
     RL14,286+14,286$2,682
CLEAN HARBORS INC 12,961 +1,853 $2,609
     CLH12,961+1,853$2,609
SNAP ON INC 8,656 -374 $2,564
     SNA8,656-374$2,564
PENSKE AUTOMOTIVE GRP INC 15,462 -422 $2,505
     PAG15,462-422$2,505
CABOT CORP 27,102 -44 $2,499
     CBT27,102-44$2,499
JPMORGAN CHASE & CO 12,464 +2,136 $2,497
     JPM12,464+2,136$2,497
CASEYS GEN STORES INC 7,821 +2,268 $2,490
     CASY7,821+2,268$2,490
BLOCK H & R INC 50,593 +3,072 $2,485
     HRB50,593+3,072$2,485
REINSURANCE GRP OF AMERICA I 12,788 -517 $2,466
     RGA12,788-517$2,466
INVESCO EXCHANGE TRADED FD T (RSP) 14,541 -211 $2,463
     RSP14,541-211$2,463
FIRSTCASH HOLDINGS INC 19,208 -489 $2,450
     FCFS19,208-489$2,450
BADGER METER INC 15,104 -471 $2,444
     BMI15,104-471$2,444
LPL FINL HLDGS INC 9,154 +589 $2,418
     LPLA9,154+589$2,418
GRAND CANYON ED INC 16,881 +3,101 $2,299
     LOPE16,881+3,101$2,299
ELI LILLY & CO 2,916 +38 $2,268
     LLY2,916+38$2,268
HOME DEPOT INC 5,497 +70 $2,109
     HD5,497+70$2,109
VANGUARD INDEX FDS (VTI) 7,604 UNCH $1,976
     VTI7,604UNCH$1,976
VISA INC 6,208 +89 $1,732
     V6,208+89$1,732
WALMART INC 28,022 +5,332 $1,686
     WMT28,022+5,332$1,686
NVIDIA CORPORATION 1,853 +33 $1,674
     NVDA1,853+33$1,674
QUANTA SVCS INC 6,184 -42 $1,607
     PWR6,184-42$1,607
EXXON MOBIL CORP 13,106 -2,104 $1,523
     XOM13,106-2,104$1,523
FIRST TR EXCHANGE TRADED FD (FTSM) 25,127 -5,604 $1,498
     FTSM25,127-5,604$1,498
ACCENTURE PLC IRELAND 3,994 +7 $1,384
     ACN3,994+7$1,384
ISHARES INC (IEMG) 25,301 -17,443 $1,306
     IEMG25,301-17,443$1,306
AMAZON COM INC 7,065 +35 $1,274
     AMZN7,065+35$1,274
ABBVIE INC 6,472 -80 $1,179
     ABBV6,472-80$1,179
ISHARES TR (PFF) 36,236 -1,654 $1,168
     PFF36,236-1,654$1,168
WASTE MGMT INC DEL 5,451 -10 $1,162
     WM5,451-10$1,162
MERCK & CO INC 8,768 -15 $1,157
     MRK8,768-15$1,157
CISCO SYS INC 22,233 -6,798 $1,110
     CSCO22,233-6,798$1,110
SYNOPSYS INC 1,880 +20 $1,074
     SNPS1,880+20$1,074
CHEVRON CORP NEW 6,795 +1,253 $1,072
     CVX6,795+1,253$1,072
UNITEDHEALTH GROUP INC 2,106 -807 $1,042
     UNH2,106-807$1,042
VANGUARD CHARLOTTE FDS (BNDX) 20,733 -44,293 $1,020
     BNDX20,733-44,293$1,020
ISHARES TR (TLT) 10,660 -705 $1,009
     TLT10,660-705$1,009
SERVICE CORP INTL 13,061 -28 $969
     SCI13,061-28$969
NUCOR CORP 4,782 -27 $946
     NUE4,782-27$946
MASTERCARD INCORPORATED 1,917 -118 $923
     MA1,917-118$923
COCA COLA CO 15,023 -3,852 $919
     KO15,023-3,852$919
MCKESSON CORP 1,705 -5 $915
     MCK1,705-5$915
MCDONALDS CORP 3,210 -261 $905
     MCD3,210-261$905
ORACLE CORP 7,033 -519 $883
     ORCL7,033-519$883
TRUIST FINL CORP 22,304 +7 $869
     TFC22,304+7$869
TJX COS INC NEW 8,467 -603 $859
     TJX8,467-603$859
SIMON PPTY GROUP INC NEW 5,070 -121 $793
     SPG5,070-121$793
IRON MTN INC DEL 9,813 -306 $787
     IRM9,813-306$787
FIRST TR EXCHANGE TRADED FD (FTRI) 57,698 -2,305 $766
     FTRI57,698-2,305$766
EATON CORP PLC 2,415 UNCH $755
     ETN2,415UNCH$755
GILEAD SCIENCES INC 9,692 -1,265 $710
     GILD9,692-1,265$710
INVESCO EXCHANGE TRADED FD T (RSPS) 21,571 -13,111 $710
     RSPS21,571-13,111$710
OREILLY AUTOMOTIVE INC 602 UNCH $680
     ORLY602UNCH$680
INVESCO EXCH TRADED FD TR II (PIZ) 19,383 -5,794 $668
     PIZ19,383-5,794$668
UNITED PARCEL SERVICE INC 4,255 -1,206 $632
     UPS4,255-1,206$632
AMGEN INC 2,160 -76 $614
     AMGN2,160-76$614
OMNICOM GROUP INC 6,221 +35 $602
     OMC6,221+35$602
VANGUARD INTL EQUITY INDEX F (VT) 5,435 +586 $601
     VT5,435+586$601
LOCKHEED MARTIN CORP 1,318 -727 $600
     LMT1,318-727$600
ARES CAPITAL CORP 28,254 -909 $588
     ARCC28,254-909$588
ARCH CAP GROUP LTD 6,299 UNCH $582
     ACGL6,299UNCH$582
ISHARES TR (IJR) 5,266 +5,266 $582
     IJR5,266+5,266$582
WELLS FARGO CO NEW 9,866 -153 $572
     WFC9,866-153$572
QUALCOMM INC 3,261 +398 $552
     QCOM3,261+398$552
ILLINOIS TOOL WKS INC 2,049 +25 $550
     ITW2,049+25$550
DELL TECHNOLOGIES INC 4,744 -92 $541
     DELL4,744-92$541
COSTCO WHSL CORP NEW 733 +5 $537
     COST733+5$537
SPDR DOW JONES INDL AVERAGE (DIA) 1,345 UNCH $535
     DIA1,345UNCH$535
ALPHABET INC 3,517 +188 $535
     GOOG3,517+188$535
CARDINAL HEALTH INC 4,653 UNCH $521
     CAH4,653UNCH$521
FAIR ISAAC CORP 409 +2 $511
     FICO409+2$511
GARTNER INC 1,042 UNCH $497
     IT1,042UNCH$497
THERMO FISHER SCIENTIFIC INC 853 UNCH $496
     TMO853UNCH$496
CONSOLIDATED EDISON INC 5,369 +5,369 $488
     ED5,369+5,369$488
EMPIRE ST RLTY TR INC 46,594 -2,014 $472
     ESRT46,594-2,014$472
VALERO ENERGY CORP 2,712 +51 $463
     VLO2,712+51$463
GENERAL ELECTRIC CO 2,581 +53 $453
     GE2,581+53$453
HENRY JACK & ASSOC INC 2,595 -55 $451
     JKHY2,595-55$451
TANGER INC 15,225 -660 $450
     SKT15,225-660$450
WELLTOWER INC 4,671 -201 $436
     WELL4,671-201$436
AUTOZONE INC 136 UNCH $429
     AZO136UNCH$429
BLACKSTONE SECD LENDING FD 13,363 -556 $416
     BXSL13,363-556$416
RADIANT LOGISTICS INC 76,500 UNCH $415
     RLGT76,500UNCH$415
LOWES COS INC 1,620 -4 $413
     LOW1,620-4$413
MACERICH CO 23,563 +23,563 $406
     MAC23,563+23,563$406
STARBUCKS CORP 4,441 -1,384 $406
     SBUX4,441-1,384$406
META PLATFORMS INC 835 +131 $405
     META835+131$405
PEPSICO INC 2,300 -594 $402
     PEP2,300-594$402
APPLIED MATLS INC 1,941 +91 $400
     AMAT1,941+91$400
DOW INC 6,887 -1,511 $399
     DOW6,887-1,511$399
CENCORA INC 1,583 +1,583 $385
     COR1,583+1,583$385
BERKSHIRE HATHAWAY INC DEL      $384
     BRK.B913UNCH$384
TEXAS INSTRS INC 2,053 -444 $358
     TXN2,053-444$358
INOTIV INC 32,421 -466 $355
     NOTV32,421-466$355
DIMENSIONAL ETF TRUST (DFAC) 11,012 UNCH $352
     DFAC11,012UNCH$352
HERCULES CAPITAL INC 19,030 +19,030 $351
     HTGC19,030+19,030$351
RYMAN HOSPITALITY PPTYS INC 3,025 -111 $350
     RHP3,025-111$350
LYONDELLBASELL INDUSTRIES N 3,359 -248 $344
     LYB3,359-248$344
PACKAGING CORP AMER 1,807 UNCH $343
     PKG1,807UNCH$343
KLA CORP 484 +28 $338
     KLAC484+28$338
AFLAC INC 3,927 -42 $337
     AFL3,927-42$337
STEEL DYNAMICS INC 2,262 -58 $335
     STLD2,262-58$335
ADOBE INC 652 -85 $329
     ADBE652-85$329
SL GREEN RLTY CORP 5,862 +5,862 $323
     SLG5,862+5,862$323
TRAVELERS COMPANIES INC 1,363 +33 $314
     TRV1,363+33$314
AMERICAN INTL GROUP INC 4,001 UNCH $313
     AIG4,001UNCH$313
ISHARES TR (IWF) 917 UNCH $309
     IWF917UNCH$309
LAM RESEARCH CORP 304 +32 $296
     LRCX304+32$296
ABBOTT LABS 2,594 +52 $295
     ABT2,594+52$295
UNION PAC CORP 1,185 +24 $291
     UNP1,185+24$291
GENUINE PARTS CO 1,849 -109 $286
     GPC1,849-109$286
DILLARDS INC 601 +601 $283
     DDS601+601$283
PARKER HANNIFIN CORP 507 UNCH $282
     PH507UNCH$282
AUTOMATIC DATA PROCESSING IN 1,077 -97 $269
     ADP1,077-97$269
ROSS STORES INC 1,819 +1,819 $267
     ROST1,819+1,819$267
ELEVANCE HEALTH INC 513 -129 $266
     ELV513-129$266
ROYAL CARIBBEAN GROUP 1,803 +19 $251
     RCL1,803+19$251
HONEYWELL INTL INC 1,218 -171 $250
     HON1,218-171$250
LENNAR CORP 1,435 UNCH $247
     LEN1,435UNCH$247
JOHNSON & JOHNSON 1,539 -403 $243
     JNJ1,539-403$243
ISHARES TR (IWD) 1,331 UNCH $238
     IWD1,331UNCH$238
TRANE TECHNOLOGIES PLC 793 +793 $238
     TT793+793$238
BOISE CASCADE CO DEL 1,524 +1,524 $234
     BCC1,524+1,524$234
STRYKER CORPORATION 654 +654 $234
     SYK654+654$234
ISHARES TR (XVV) 5,645 -554 $227
     XVV5,645-554$227
EMERSON ELEC CO 1,990 +1,990 $226
     EMR1,990+1,990$226
MARRIOTT INTL INC NEW 896 +896 $226
     MAR896+896$226
CINTAS CORP 325 +325 $223
     CTAS325+325$223
THE CIGNA GROUP 610 +610 $222
     CI610+610$222
AMERICAN EXPRESS CO 966 +966 $220
     AXP966+966$220
CBOE GLOBAL MKTS INC 1,196 -9 $220
     CBOE1,196-9$220
EOG RES INC 1,721 +1,721 $220
     EOG1,721+1,721$220
M D C HLDGS INC 3,449 +3,449 $217
     MDC3,449+3,449$217
NVR INC 26 +26 $211
     NVR26+26$211
CVS HEALTH CORP 2,633 +11 $210
     CVS2,633+11$210
PAYCHEX INC 1,709 -74 $210
     PAYX1,709-74$210
BOSTON SCIENTIFIC CORP 3,057 +3,057 $209
     BSX3,057+3,057$209
YUM BRANDS INC 1,491 -139 $207
     YUM1,491-139$207
WP CAREY INC 3,618 +46 $204
     WPC3,618+46$204
MURPHY OIL CORP 4,425 +4,425 $202
     MUR4,425+4,425$202
VECTOR GROUP LTD 17,756 +17,756 $195
     VGR17,756+17,756$195
CENCORA INC $0 (exited)
     ABC0-1,563$0
CHORD ENERGY CORPORATION $0 (exited)
     CHRD0-12,241$0
FS KKR CAP CORP $0 (exited)
     FSK0-19,128$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FXN0-32,677$0
INTERPUBLIC GROUP COS INC $0 (exited)
     IPG0-6,571$0
KIMBERLY CLARK CORP $0 (exited)
     KMB0-1,682$0
KITE RLTY GROUP TR $0 (exited)
     KRG0-17,347$0
NIKE INC $0 (exited)
     NKE0-2,033$0
PFIZER INC $0 (exited)
     PFE0-8,497$0
PHILIP MORRIS INTL INC $0 (exited)
     PM0-2,199$0
TESLA INC $0 (exited)
     TSLA0-1,057$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VGSH0-38,611$0
WORTHINGTON STL INC $0 (exited)
     WS0-35,930$0
WATSCO INC $0 (exited)
     WSO0-6,974$0
SELECT SECTOR SPDR TR 0 -3,685 $0 (exited)
     XLE0-3,685$0

See Summary: Monument Capital Management Top Holdings
See Details: Top 10 Stocks Held By Monument Capital Management

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