Monument-Group-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MCD",
  null,
  null,
  "META",
  null,
  null,
  "MSFT",
  "IWD",
  "IWF",
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  "MRK",
  "RTX",
  "IBM",
  "SYK",
  "VO",
  "VWO",
  null,
  null,
  "GL",
  "VYM",
  "MGC",
  "PEG",
  null,
  null,
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "VBR",
  "BSV",
  "VB",
  "VTV",
  "WTW",
  null,
  "ADP",
  "BRK-B",
  "KO",
  null,
  null,
  "DFAC",
  "RSP",
  "GOOG",
  "XOM",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 51
Total Value: 144260561
Accession Number: 0001965665-25-000002
Form Type: 13F-HR
CIK: monument-group-wealth-advisors
Manager Name: Monument-Group-Wealth-Advisors

Data Enrichment

75% identified

38 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $144.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:839

Value:$256.3K

% of Portfolio:0.2% ($256.3K/$144.3M)

Alphabet Inc.

GOOG|02079K107

Shares:1.5K

Value:$240.4K

% of Portfolio:0.2% ($240.4K/$144.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.6K

Value:$234.0K

% of Portfolio:0.2% ($234.0K/$144.3M)

25434V690

Shares:6.6K

Value:$231.5K

% of Portfolio:0.2% ($231.5K/$144.3M)

GLOBE LIFE INC.

GL|37959E102

Shares:1.8K

Value:$230.8K

% of Portfolio:0.2% ($230.8K/$144.3M)

RTX Corp

RTX|75513E101

Shares:1.7K

Value:$229.6K

% of Portfolio:0.2% ($229.6K/$144.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.4K

Value:$225.0K

% of Portfolio:0.2% ($225.0K/$144.3M)

464287598

IWD|464287598

Shares:1.2K

Value:$221.1K

% of Portfolio:0.2% ($221.1K/$144.3M)

Meta Platforms, Inc.

META|30303M102

Shares:366

Value:$210.9K

% of Portfolio:0.1% ($210.9K/$144.3M)

78463X194

Shares:5.8K

Value:$206.6K

% of Portfolio:0.1% ($206.6K/$144.3M)

464287614

IWF|464287614

Shares:570

Value:$206.1K

% of Portfolio:0.1% ($206.1K/$144.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	839	QoQ 0.00% (+0) YoY -2.32% (-20)	All Managers (Combined)	$256.3K	0.2% ($256.3K/$144.3M)	QoQ +4.37% (+$10.7K) YoY +19.49% (-$41.8K)
Alphabet Inc.(GOOGcusip02079K107)	1.5K	QoQ -16.31% (-300) YoY -25.61% (-530)	All Managers (Combined)	$240.4K	0.2% ($240.4K/$144.3M)	QoQ -31.34% (-$109.8K) YoY -23.67% (-$74.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.6K	QoQ +3.04% (-77) YoY +3.04% (-77)	All Managers (Combined)	$234.0K	0.2% ($234.0K/$144.3M)	QoQ -7.02% (-$17.7K) YoY -29.90% (-$99.8K)
(cusip25434V690)✕	6.6K	QoQ -10.68% (-794) YoY NEW(+6.6K)	All Managers (Combined)	$231.5K	0.2% ($231.5K/$144.3M)	QoQ -5.14% (-$12.5K) YoY NEW(+$231.5K)
GLOBE LIFE INC.(GLcusip37959E102)	1.8K	QoQ NEW(+1.8K) YoY 0.00% (+0)	All Managers (Combined)	$230.8K	0.2% ($230.8K/$144.3M)	QoQ NEW(+$230.8K) YoY +13.19% (+$26.9K)
RTX Corp(RTXcusip75513E101)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$229.6K	0.2% ($229.6K/$144.3M)	QoQ +14.46% (+$29.0K) YoY NEW(+$229.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.4K	QoQ NEW(+1.4K) YoY -7.18% (-105)	All Managers (Combined)	$225.0K	0.2% ($225.0K/$144.3M)	QoQ NEW(+$225.0K) YoY -2.69% (-$6.2K)
(IWDcusip464287598)	1.2K	QoQ +7.89% (+86) YoY NEW(+1.2K)	All Managers (Combined)	$221.1K	0.2% ($221.1K/$144.3M)	QoQ +9.66% (+$19.5K) YoY NEW(+$221.1K)
Meta Platforms, Inc.(METAcusip30303M102)	366	QoQ NEW(+366) YoY NEW(+366)	All Managers (Combined)	$210.9K	0.1% ($210.9K/$144.3M)	QoQ NEW(+$210.9K) YoY NEW(+$210.9K)
(cusip78463X194)✕	5.8K	QoQ 0.00% (-0) YoY NEW(+5.8K)	All Managers (Combined)	$206.6K	0.1% ($206.6K/$144.3M)	QoQ -2.53% (-$5.4K) YoY NEW(+$206.6K)
(IWFcusip464287614)	570	QoQ +7.95% (-42) YoY NEW(+570)	All Managers (Combined)	$206.1K	0.1% ($206.1K/$144.3M)	QoQ -2.94% (-$6.2K) YoY NEW(+$206.1K)