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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25434V690
Shares:7.2K
Value:$251.4K
33733E302
Shares:1.1K
Value:$244.4K
Phillips Edison & Company, Inc.
Shares:6.6K
Value:$242.9K
NRG ENERGY, INC.
Shares:2.5K
Value:$238.9K
46137V282
Shares:6.9K
Value:$235.0K
Mastercard Inc
Shares:403
Value:$220.9K
921909768
Shares:3.5K
Value:$215.2K
464286608
Shares:3.8K
Value:$202.5K
ASML HOLDING NV
Shares:305
Value:$202.1K
STAR GROUP, L.P.
Shares:13.4K
Value:$177.2K
Archer Aviation Inc.
Shares:18.8K
Value:$133.3K
STARZ ENTERTAINMENT CORP /CN/
Shares:10.7K
Value:$84.7K
Coeur Mining, Inc.
Shares:12.2K
Value:$72.0K