Monumental Financial Group Inc. Top Holdings and 13F Report (2023) → Urgent Nvidia Warning (From Altimetry) (Ad) About Monumental Financial Group Inc.Investment ActivityMonumental Financial Group Inc. has $188.02 million in total holdings as of September 30, 2023.Monumental Financial Group Inc. owns shares of 40 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.96% of the portfolio was purchased this quarter.About 1.52% of the portfolio was sold this quarter.This quarter, Monumental Financial Group Inc. has purchased 41 new stocks and bought additional shares in 14 stocks.Monumental Financial Group Inc. sold shares of 22 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $24,606,811iShares Core S&P 500 ETF $23,616,317Vanguard Information Technology ETF $20,375,054Fidelity MSCI Consumer Discretionary Index ETF $15,147,864Vanguard Short-Term Bond ETF $12,298,865 Largest New Holdings this Quarter iShares ESG Screened S&P 500 ETF $1,098,284 HoldingiShares ESG Aware MSCI USA Growth ETF $574,865 HoldingAmazon.com $217,178 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 5,170 shares (about $2.72M)iShares MSCI USA Quality Factor ETF 9,856 shares (about $1.62M)Vanguard Information Technology ETF 3,071 shares (about $1.61M)Fidelity MSCI Consumer Discretionary Index ETF 16,443 shares (about $1.36M)iShares ESG Screened S&P 500 ETF 27,260 shares (about $1.10M) Largest Sales this Quarter iShares Floating Rate Bond ETF 1,841 shares (about $94.00K)iShares MSCI Intl Quality Factor ETF 2,310 shares (about $91.61K)Vanguard Growth ETF 240 shares (about $82.61K)Eli Lilly and Company 102 shares (about $79.35K)Intuit 101 shares (about $65.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMonumental Financial Group Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQUALiShares MSCI USA Quality Factor ETF$24,606,811$1,619,834 ▲7.0%149,72213.1%ETFIVViShares Core S&P 500 ETF$23,616,317$2,718,024 ▲13.0%44,92112.6%ETFVGTVanguard Information Technology ETF$20,375,054$1,610,268 ▲8.6%38,85810.8%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$15,147,864$1,356,219 ▲9.8%183,6558.1%ETFBSVVanguard Short-Term Bond ETF$12,298,865$467,994 ▲4.0%160,4136.5%ETFQQQMInvesco NASDAQ 100 ETF$11,075,581$728,933 ▲7.0%60,6255.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$10,078,877$229,516 ▲2.3%172,1415.4%ETFVGSHVanguard Short-Term Treasury Index ETF$9,526,419$761,702 ▲8.7%164,0515.1%ETFVUSBVanguard Ultra-Short Bond ETF$6,914,157$545,595 ▲8.6%139,5393.7%ETFFHLCFidelity MSCI Health Care Index ETF$5,883,216$218,520 ▲3.9%84,3233.1%ETFVDCVanguard Consumer Staples ETF$5,763,076$232,924 ▲4.2%28,2313.1%ETFFLOTiShares Floating Rate Bond ETF$5,456,629$94,001 ▼-1.7%106,8672.9%ETFIQLTiShares MSCI Intl Quality Factor ETF$2,976,523$91,615 ▼-3.0%75,0511.6%ETFFUTYFidelity MSCI Utilities Index ETF$2,902,801$130,357 ▲4.7%68,4301.5%ETFIDRViShares Self-Driving EV and Tech ETF$2,754,714$560,240 ▲25.5%87,6461.5%ETFLLYEli Lilly and Company$2,101,270$79,352 ▼-3.6%2,7011.1%MedicalINTUIntuit$1,605,500$65,650 ▼-3.9%2,4700.9%Computer and TechnologyMSFTMicrosoft$1,590,742$61,425 ▼-3.7%3,7810.8%Computer and TechnologyVVisa$1,489,171$46,606 ▼-3.0%5,3360.8%Business ServicesTSMTaiwan Semiconductor Manufacturing$1,470,701$49,250 ▼-3.2%10,8100.8%Computer and TechnologyGOOGAlphabet$1,458,803$62,122 ▼-4.1%9,5810.8%Computer and TechnologyLOWLowe's Companies$1,395,920$38,464 ▼-2.7%5,4800.7%Retail/WholesaleMAMastercard$1,358,027$45,749 ▼-3.3%2,8200.7%Business ServicesHDHome Depot$1,344,902$35,675 ▼-2.6%3,5060.7%Retail/WholesaleAAgilent Technologies$1,336,800$44,526 ▼-3.2%9,1870.7%Computer and TechnologyTSCOTractor Supply$1,316,975$40,828 ▼-3.0%5,0320.7%Retail/WholesaleMSCIMSCI$1,250,364$45,957 ▼-3.5%2,2310.7%Computer and TechnologyTMOThermo Fisher Scientific$1,244,371$31,967 ▼-2.5%2,1410.7%MedicalCSGPCoStar Group$1,212,040$33,134 ▼-2.7%12,5470.6%Computer and TechnologyPAYXPaychex$1,167,091$37,945 ▼-3.1%9,5040.6%Business ServicesADIAnalog Devices$1,136,304$33,822 ▼-2.9%5,7450.6%Computer and TechnologyXVViShares ESG Screened S&P 500 ETF$1,098,284$1,098,284 ▲New Holding27,2600.6%ETFDEDeere & Company$1,097,908$29,573 ▼-2.6%2,6730.6%Industrial ProductsAAPLApple$1,055,288$24,179 ▲2.3%6,1540.6%Computer and TechnologySBUXStarbucks$1,008,671$28,422 ▼-2.7%11,0370.5%Retail/WholesaleEGUSiShares ESG Aware MSCI USA Growth ETF$574,865$574,865 ▲New Holding15,4050.3%ETFWMWaste Management$497,5550.0%2,3340.3%Business ServicesVUGVanguard Growth ETF$413,040$82,608 ▼-16.7%1,2000.2%ETFAMZNAmazon.com$217,178$217,178 ▲New Holding1,2040.1%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$205,623$43,395 ▼-17.4%2,5540.1%ETFSUSAiShares MSCI USA ESG Select ETF$0$920,873 ▼-100.0%00.0%ETFIWDiShares Russell 1000 Value ETF$0$284,726 ▼-100.0%00.0%ETFSDGiShares MSCI Global Sustainable Development Goals ETF$0$282,054 ▼-100.0%00.0%ManufacturingICLNiShares Global Clean Energy ETF$0$243,671 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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