BATS:MBCC

Monarch Blue Chips Core Index ETF

$ 36.9873 0.3012 ( +0.82%) 12:31 PM EST
PE Ratio:
35.05
PB Ratio:
9.48
Volume:
3.75K
Dividend Yield %:
0.18
Last Holding update 2025-06-17 24 Stocks (4 new)
Value $128.00 Mil Turnover 21 %
Top Holdings: META(4.84%) LLY(4.81%) V(4.78%) GE(4.72%) NFLX(4.60%)
Portfolio Report
Registrant: Northern Lights Fund Trust IV
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Monarch Blue Chips Core Index ETF Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Monarch Blue Chips Core Index ETF Key Statistics

Name Value
Day's Open ($) 36.82
Day's Range ($) 36.82 - 37.02
Day's Volume 3,745
52-Week Range ($) 29.15 - 37.02
Beta 1.01
3-Year Sharpe Ratio 0.8
3-Year Sortino Ratio 1.3
Volatility 13.54
14-Day RSI 72.23
14-Day ATR ($) 0.317852
20-Day SMA ($) 35.951685

Fundamental Data

Name Value
Market Cap (Mil $) 111.887
Shares Outstanding (Mil) 3.03
PE Ratio 35.05
PE Ratio (10y Range) 28.68 - 40.67
PE Ratio (10y Median) 34.74
PB Ratio 9.48
PB Ratio (10y Range) 5.25 - 17.92
PB Ratio (10y Median) 9.48

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.066
Dividend Yield % 0.18
Dividend Yield % (10y Range) 0.01 - 0.18
Dividend Yield % (10y Median) 0.06
Next Dividend Payment Date
Dividend Frequency Quarterly

MBCC Monarch Blue Chips Core Index ETF Fundamental Charts

Historical TTM Price-to-Earnings for MBCC Monarch Blue Chips Core Index ETF

Historical TTM Price-to-Earnings without NRI for MBCC Monarch Blue Chips Core Index ETF

Historical Price-to-Book Ratio for MBCC Monarch Blue Chips Core Index ETF

Historical Dividend Yields for MBCC Monarch Blue Chips Core Index ETF

Monarch Blue Chips Core Index ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with BATS:MBCC

No Available Data

BATS:MBCC is held by these investors

No Available Data
Monarch Blue Chips Core ETF Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META
Meta Platforms Inc
9,249
6,180.2
-4.24%
4.840
-0.18%
0.000
+35.35%
+23.00%
1,807,826.4
Interactive Media
LLY
Eli Lilly and Co
6,679
6,148.9
+27.49%
4.810
+1.04%
0.000
-0.86%
+1.50%
700,835.3
Drug Manufacturers
V
Visa Inc
16,859
6,114.9
-7.53%
4.780
-0.34%
0.000
+5.91%
+13.93%
701,033.1
Credit Services
GE
GE Aerospace
29,160
6,035.5
+1.06%
4.720
+0.05%
0.000
+31.58%
+48.29%
263,269.5
Aerospace & Defense
NFLX
Netflix Inc
5,990
5,873.6
-16.02%
4.600
-0.79%
0.000
+41.45%
+45.53%
552,042.5
Media - Diversified
AMGN
Amgen Inc
18,778
5,784.8
+24.43%
4.530
+0.89%
0.000
-2.90%
+16.37%
160,365.5
Drug Manufacturers
MA
Mastercard Inc
9,967
5,744.1
-4.29%
4.490
-0.19%
0.000
+7.46%
+8.43%
516,916.7
Credit Services
COST
Costco Wholesale Corp
5,465
5,730.6
-3.10%
4.480
-0.13%
0.000
+2.19%
+7.98%
437,720.8
Retail - Defensive
MCD
McDonald's Corp
17,945
5,533.0
+2.77%
4.330
+0.12%
0.000
-7.08%
+2.61%
210,276.8
Restaurants
AMZN
Amazon.com Inc
25,551
5,424.0
-9.50%
4.240
-0.44%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical

Monarch Blue Chips Core ETF's Historical Top Holdings Breakdowns

Monarch Blue Chips Core ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DIS
The Walt Disney Co
2025-02-28
Sold Out
Sold Out
-5.10%
●
106.46 ($111.76) 117.47
$124.00
10.95%
Sold Out
0
-55,386
AAPL
Apple Inc
2025-02-28
New Buy
New Buy
+4.24%
●
222.64 ($240.93) 259.02
$213.55
-11.36%
New holding
22,381
22,381
BRK.B
Berkshire Hathaway Inc
2025-02-28
Sold Out
Sold Out
-4.01%
●
442.66 ($467.18) 513.83
$485.00
3.81%
Sold Out
0
-10,591
HD
The Home Depot Inc
2025-02-28
New Buy
New Buy
+3.84%
●
382.42 ($405.64) 431.37
$371.68
-8.37%
New holding
12,378
12,378
EMR
Emerson Electric Co
2025-02-28
New Buy
New Buy
+3.81%
●
117.94 ($126.02) 134.33
$139.76
10.90%
New holding
40,059
40,059
NKE
Nike Inc
2025-02-28
Sold Out
Sold Out
-3.74%
●
68.68 ($75.59) 81.72
$76.39
1.06%
Sold Out
0
-60,501
NEE
NextEra Energy Inc
2025-02-28
New Buy
New Buy
+3.71%
●
66.96 ($71.38) 78.67
$73.88
3.50%
New holding
67,520
67,520
MRK
Merck & Co Inc
2025-02-28
Sold Out
Sold Out
-3.39%
●
83.01 ($96.19) 103.79
$80.93
-15.86%
Sold Out
0
-42,550
BKNG
Booking Holdings Inc
2025-02-28
Reduce
Reduce
-1.06%
●
4619.21 ($4965.27) 5300.34
$5,716.80
15.14%
Reduce -20.23%
1,021
-259
LLY
Eli Lilly and Co
2025-02-28
Add
Add
+1.04%
●
725.72 ($811.92) 920.63
$780.67
-3.85%
Add 27.49%
6,679
1,440

Monarch Blue Chips Core ETF Total Holding History ($B)

To

Monarch Blue Chips Core ETF's Asset Allocation

To

Monarch Blue Chips Core ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Monarch Blue Chips Core ETF's Hypothetical Growth since 2025-02-28

Monarch Blue Chips Core ETF's Yearly Returns

Year Portfolio % % Excess Gain %

Monarch Blue Chips Core ETF's Holdings Heat Map

Size field:

Monarch Blue Chips Core ETF's Holdings Bubble Chart

Monarch Blue Chips Core ETF News

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