Lee McGowan

@Monument Group Wealth Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$141.252M

Total holdings49

Assets growth rate-15.11%

Assets growth rate (2-Q avg)-1.59%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Monument Group Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Monument Group Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 141.252M in assets, with a quarterly growth rate of -15.11% and a 2-quarter average growth rate of -1.59%. The portfolio is managed by Lee McGowan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TMOThermo Fisher Scientific Inc Com Recent Activity Exited	0%	$494,856 800 shares@ $618.57 avg price	Exited
VUGVanguard Growth Etf Recent Activity Exited	0%	$344,642 897 shares@ $384.22 avg price	Exited
JNJJohnson & Johnson Com Recent Activity Exited	0%	$234,987 1,450 shares@ $162.06 avg price	Exited
COSTCostco Whsl Corp New Com Recent Activity Exited	0%	$217,197 245 shares@ $886.52 avg price	Exited