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Lee McGowan

@Monument Group Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$141.252MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFATDimensional U.s. Targeted Value Etf
Recent Activity
Decreased -1.77%
0.35%
$493,725
8,870 shares@ $55.67 avg price
FDLFirst Trust Morningstar Dividend Leaders Index Fund
Recent Activity
0.3%
$416,691
10,350 shares@ $40.26 avg price
MSFTMicrosoft
Recent Activity
Decreased -45.2%
0.3%
$411,805
977 shares@ $421.5 avg price
DFUVDimensional Us Marketwide Value Etf
Recent Activity
Increased 0.02%
0.28%
$394,693
9,645 shares@ $40.93 avg price
IBMIntl Business Machines
Recent Activity
0.28%
$386,680
1,759 shares@ $219.83 avg price
DHSWisdomtree U.s. High Dividend Fund
Recent Activity
0.28%
$384,549
4,119 shares@ $93.36 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
0.26%
$359,565
1,500 shares@ $239.71 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
0.26%
$355,164
606 shares@ $586.08 avg price
MGCVanguard Mega Cap Etf
Recent Activity
Increased 0.31%
0.25%
$351,812
1,654 shares@ $212.71 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -9.67%
0.25%
$350,219
1,839 shares@ $190.44 avg price