MONUMENT GROUP WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 4K | $898.08K |
 | MRK | 3K | $212.34K |
 | NVDA | 2K | $369.43K |
 | RTX | 2K | $298.18K |
 | GOOG | 2K | $373.85K |
 | JNJ | 1K | $234.19K |
 | SYK | 1K | $443.60K |
 | MSFT | 1K | $541.80K |
 | WTW | 1K | $357.28K |
 | ADP | 804 | $235.97K |
 | JPM | 779 | $245.72K |
 | MCD | 770 | $234.00K |
 | BRK-B | 738 | $371.02K |
 | META | 361 | $265.11K |
Apple Inc.
AAPL
Shares Held
4K
Value
$898.08K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$212.34K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$369.43K
RTX Corporation
RTX
Shares Held
2K
Value
$298.18K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$373.85K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$234.19K
Stryker Corporation
SYK
Shares Held
1K
Value
$443.60K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$541.80K
Willis Towers Watson Public Limited Company
WTW
Shares Held
1K
Value
$357.28K
Automatic Data Processing, Inc.
ADP
Shares Held
804
Value
$235.97K
JPMorgan Chase & Co.
JPM
Shares Held
779
Value
$245.72K
McDonald's Corporation
MCD
Shares Held
770
Value
$234.00K
Berkshire Hathaway Inc.
BRK-B
Shares Held
738
Value
$371.02K
Meta Platforms, Inc.
META
Shares Held
361
Value
$265.11K