Monument Capital Management Q4 2022 vs. Q1 2023 13F Holdings Comparison

If you're an investor, you know the importance of tracking your portfolio's performance over time. Understanding the changes that occur between quarters is essential when analyzing your investment decisions. Monument Capital Management is a leading investment firm dedicated to maximizing returns for investors. In this blog post, we'll examine the Q4 2022 vs. Q1 2023 13F holdings comparison for Monument Capital Management.

Monument Capital Management recently released its latest 13F filings, which detail the firm's holdings as of Q1 2023. Looking at the data, it's clear there have been some significant changes in Monument's portfolio over the past quarter. Here are some of the key highlights:

First Tr Exchange-Traded FD (FTSM)

FTSM had no holdings in Q4 2022, but Monument acquired 393,600 shares in Q1 2023. This purchase saw the value of the holdings increase from $0 to $23,423, which is impressive growth.

iShares Tr (IEFA)

Monument also made a significant change to its IEFA holdings, with a 5.4% increase in shares from Q4 2022 to Q1 2023. Despite this, the value of the holdings remained relatively constant at $19,604 and $20,654, respectively.

iShares Tr (IJR)

IJR saw a massive 35.2% increase in shares owned by Monument, growing from 149,504 in Q4 2022 to 197,895 in Q1 2023. The value of the holdings also increased significantly from $14,149 to $19,136.

SPDR S&P 500 ETF Trust (SPY)

Monument kept its holdings in SPY relatively consistent between quarters, with a marginal decrease of 0.1% in shares held. However, the value of the holdings increased by 6.9% from Q4 2022 to Q1 2023.

Vanguard Specialized Funds (VIG)

VIG saw a significant decrease in both shares held and value between quarters, with a 46.4% drop in shares and a 47.7% decrease in value.

Microsoft Corp (MSFT)

Microsoft Corp saw a 34% increase in shares held by Monument, with the value of the holdings growing from $6,293 in Q4 2022 to $8,432 in Q1 2023.

The data presented above provides a glimpse into the changes Monument Capital Management made to its holdings between Q4 2022 and Q1 2023. However, it's essential to remember that 13F filings only provide a snapshot of a fund's holdings at a specific point in time. They do not provide information on the fund's trading activity, buying or selling strategies, or reasons for holding specific positions.

In conclusion, Monument Capital Management made some notable changes to its portfolio between Q4 2022 and Q1 2023, with some positive and negative outcomes. Investors should consider these changes, along with other factors, when making their investment decisions.