Portfolio (Quarterly)
Guide ↗
Monument Capital Management
· CIK 0001729428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SO | SOUTHERN CO | Utilities | 4,019 | $350K | 0.09% | SOLD |
| 22 | — | ASTRAZENECA PLC | — | 3,809 | $350K | 0.09% | SOLD |
| 23 | ABT | ABBOTT LABS | Healthcare | 2,774 | $348K | 0.09% | SOLD |
| 24 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,320 | $317K | 0.08% | SOLD |
| 25 | VICI | VICI PPTYS INC | Real Estate | 8,739 | $246K | 0.06% | SOLD |
| 26 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 418 | $243K | 0.06% | SOLD |
| 27 | MDT | MEDTRONIC PLC | Healthcare | 2,526 | $243K | 0.06% | SOLD |
| 28 | XVV | ISHARES TR | — | 4,386 | $231K | 0.06% | SOLD |
| 29 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 834 | $215K | 0.05% | SOLD |
| 30 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 369 | $209K | 0.05% | SOLD |
| 31 | TQQQ | PROSHARES TR | — | 3,855 | $203K | 0.05% | SOLD |
| 32 | GHC | GRAHAM HLDGS CO | Consumer Defensive | 184 | $202K | 0.05% | SOLD |
| 33 | CTRE | CARETRUST REIT INC | Real Estate | 5,561 | $201K | 0.05% | SOLD |
| 34 | MPT | MEDICAL PPTYS TRUST INC | Financial Services | 33,300 | $166K | 0.04% | SOLD |
Sector Allocation
Industrials
21.9%
Technology
21.3%
Financial Services
14.7%
Healthcare
12.9%
Consumer Cyclical
11.8%
Consumer Defensive
6.1%
Communication Services
4.4%
Energy
3.1%
Utilities
1.9%
Basic Materials
1.0%