Monograph-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
113
Total Value
734154202
Accession Number
0001776588-25-000005
Form Type
13F-HR
Manager Name
Monograph-Wealth-Advisors
Data Enrichment
70% identified
79 identified34 unidentified

Holdings

113 positions
Manager:
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Page 2 of 6
THERMO FISHER SCIENTIFIC INC.
Shares:8.6K
Value:$4.3M
MICROSOFT CORP
Shares:11.3K
Value:$4.2M
INTUIT INC.
Shares:6.5K
Value:$4.0M
Life360, Inc.
Shares:104.0K
Value:$4.0M
922908553
Shares:42.3K
Value:$3.8M
SPDR S&P 500 ETF TRUST
Shares:6.6K
Value:$3.7M
Alphabet Inc.
Shares:23.6K
Value:$3.7M
AMAZON COM INC
Shares:18.4K
Value:$3.5M
464287614
Shares:8.6K
Value:$3.1M
464287200
Shares:4.8K
Value:$2.7M
WASTE MANAGEMENT INC
Shares:11.6K
Value:$2.7M
MICROSTRATEGY Inc
Shares:8.0K
Value:$2.3M
464287598
Shares:10.6K
Value:$2.0M
922042775
Shares:32.6K
Value:$2.0M
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:4.5K
Value:$1.9M
922908629
Shares:7.3K
Value:$1.9M
922908363
Shares:3.6K
Value:$1.9M
464287101
Shares:6.9K
Value:$1.9M
25434V799
Shares:53.8K
Value:$1.5M
78463X848
Shares:49.7K
Value:$1.5M