MONUMENTAL FINANCIAL GROUP INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$270M
Signature - Title
Sarah Schmidt - Consultant
Location
Rockville, MD
Summary
This page shows a list of all the recent 13F filings made by MONUMENTAL FINANCIAL GROUP INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MONUMENTAL FINANCIAL GROUP INC. reported 42 stock holdings with total value $270M as of Q3 2024. Top holdings included IVV, VGT, QUAL, FDIS, and IBDV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 42 $270M +$40.1M -$8.13M +$31.9M IVV, VGT, QUAL, FDIS, IBDV 13F-HR 10/21/2024, 04:11 PM
Q2 2024 41 $226M +$61.3M -$26M +$35.2M VGT, IVV, QUAL, FDIS, IBTG 13F-HR 8/5/2024, 11:42 AM
Q1 2024 40 $188M +$13.1M -$2.85M +$10.2M QUAL, IVV, VGT, FDIS, BSV 13F-HR 4/16/2024, 03:18 PM
Q4 2023 41 $168M +$20.6M -$16.1M +$4.48M QUAL, IVV, VGT, FDIS, BSV 13F-HR 2/5/2024, 11:49 AM
Q3 2023 42 $150M +$19.7M -$13.6M +$6.14M QUAL, IVV, VGT, VGIT, VGSH 13F-HR 10/13/2023, 01:52 PM
Q2 2023 44 $149M +$37.9M -$33.8M +$4.05M QUAL, IVV, VGIT, VGT, VGSH 13F-HR 7/11/2023, 03:02 PM
Q1 2023 79 $140M +$9.73M -$264K +$9.46M IVV, VGSH, VGT, BSV, QUAL 13F-HR 5/3/2023, 12:54 PM
Q4 2022 49 $124M +$33.8M -$20.4M +$13.4M IVV, VGSH, BSV, QUAL, VUSB 13F-HR 1/30/2023, 02:46 PM
Q3 2022 32 $106M +$13.5M -$11.9M +$1.67M IVV, VGSH, QUAL, VGT, BSV 13F-HR 10/13/2022, 11:59 AM
Q2 2022 37 $109M +$15.6M -$12.4M +$3.15M IVV, VGSH, QUAL, VGT, BSV 13F-HR 7/28/2022, 03:37 PM
Q1 2022 56 $121M +$23.5M -$33.5M -$10M IVV, QUAL, VGT, VGSH, FDIS 13F-HR 5/11/2022, 01:03 PM
Q4 2021 22 $140M +$8.56M -$340K +$8.22M IVV, VGIT, QUAL, BSV, SCHP 13F-HR 2/7/2022, 12:58 PM
Q3 2021 22 $125M +$12.3M -$3.65M +$8.61M IVV, VGIT, QUAL, BSV, SCHP 13F-HR 10/18/2021, 02:43 PM
Q2 2021 98 $117M +$56.5M -$49.6M +$6.98M IVV, VGIT, QUAL, BSV, SCHP 13F-HR 8/12/2021, 01:34 PM
Q1 2021 49 $105M $0 $0 VGIT, VGT, VCIT, SCHP, MTUM 13F-HR 5/14/2021, 01:43 PM