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  Name: Monument Group Wealth Advisors LLC
  City: Concord
  State: MA
  Zip: 01742
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $134,946,000
  Total Value Change : $17,677,000
  Securities Held Change : 4
   
All Securities Held : 47
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 14
  Unchanged Positions : 13
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (D)1 Year Chart         D Dominion Energy Inc 48 Closed $52.79 $0 0 0% -205,000 -4,354 0    Electric Utilities
   (USSG)1 Year Chart         USSG Xtrackers Msci Usa Esg Lead... 49 Closed $0.00 $0 0 0% -244,000 -5,505 0    N/A

      2 Records Found
  1    
Page 1 of 1
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