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  Name: MONUMENTAL FINANCIAL GROUP INC.
  City: ROCKVILLE
  State: MD
  Zip: 20850
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $188,026,000
  Total Value Change : $20,334,000
  Securities Held Change : -1
   
All Securities Held : 40
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 14
  Unchanged Positions : 1
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (XVV)1 Year Chart         XVV Ishares Esg Screened S&p 50... 33 New $0.00 $1,098,000 27,260 0.58% 1,098,000 27,260 0    N/A
   (EGUS)1 Year Chart         EGUS Ishares ESG Aware MSCI USA ... New $0.00 $575,000 15,405 0.31% 575,000 15,405 0.171    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 38 New $183.63 $217,000 1,204 0.12% 217,000 1,204 0    Internet Software & S...

      3 Records Found
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