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MONETARY MANAGEMENT GROUP INC13F | |
| MONETARY MANAGEMENT GROUP INC | |
| Last update 2025-05-14 | 322 Stocks (5 new) |
| Value $370.00 Mil | Turnover 3 % |
MONETARY MANAGEMENT GROUP INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 135,002 | 29,988.0 | -0.23% | 8.110 | -0.02% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
MSFT | Microsoft Corp | 71,378 | 26,794.6 | +0.22% | 7.240 | +0.02% | 0.000 | +39.39% | +21.87% | 3,803,232.7 | Software | |
NVDA | NVIDIA Corp | 189,745 | 20,564.6 | +0.23% | 5.560 | +0.01% | 0.000 | +70.47% | +28.85% | 4,219,047.4 | Semiconductors | |
LLY | Eli Lilly and Co | 16,385 | 13,532.5 | -0.52% | 3.660 | -0.02% | 0.000 | -9.16% | -0.99% | 683,625.7 | Drug Manufacturers | |
AMZN | Amazon.com Inc | 52,005 | 9,894.5 | -0.73% | 2.670 | -0.02% | 0.000 | +29.70% | +2.05% | 2,376,789.0 | Retail - Cyclical | |
HD | The Home Depot Inc | 24,299 | 8,905.3 | -0.51% | 2.410 | -0.01% | 0.000 | +1.75% | -6.54% | 357,218.9 | Retail - Cyclical | |
AVGO | Broadcom Inc | 51,375 | 8,601.7 | -2.72% | 2.330 | -0.09% | 0.000 | +67.92% | +24.22% | 1,347,309.3 | Semiconductors | |
META | Meta Platforms Inc | 14,790 | 8,524.4 | -0.70% | 2.300 | -0.02% | 0.000 | +39.98% | +19.99% | 1,763,574.3 | Interactive Media | |
GOOGL | Alphabet Inc | 50,600 | 7,824.8 | +1.05% | 2.120 | +0.02% | 0.000 | +21.59% | -2.79% | 2,233,811.7 | Interactive Media | |
ABBV | AbbVie Inc | 36,415 | 7,629.7 | -0.55% | 2.060 | -0.01% | 0.000 | +11.60% | +10.68% | 338,089.5 | Drug Manufacturers |
MONETARY MANAGEMENT GROUP INC's Historical Top Holdings Breakdowns
MONETARY MANAGEMENT GROUP INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DELL | Dell Technologies Inc | 2025-03-31 | Add Add | +0.45% | 90.34 ($105.78) 124.66 | $123.88 | 17.11% | Add 968.85% | 20,244 | 18,350 | |
UPS | United Parcel Service Inc | 2025-03-31 | Add Add | +0.32% | 109.66 ($119.57) 136.26 | $99.50 | -16.79% | Add 1811.24% | 11,391 | 10,795 | |
INTU | Intuit Inc | 2025-03-31 | Sold Out Sold Out | -0.31% | 555.63 ($600.51) 630.23 | $755.37 | 25.79% | Sold Out | 0 | -1,900 | |
RTX | RTX Corp | 2025-03-31 | Add Add | +0.26% | 114.1 ($126.79) 135.66 | $151.50 | 19.49% | Add 69.73% | 17,611 | 7,235 | |
LMT | Lockheed Martin Corp | 2025-03-31 | Reduce Reduce | -0.21% | 423.19 ($460.32) 506.29 | $469.20 | 1.93% | Reduce -53.62% | 1,427 | -1,650 | |
CAT | Caterpillar Inc | 2025-03-31 | Reduce Reduce | -0.19% | 326.75 ($356.21) 407.63 | $418.07 | 17.37% | Reduce -19.7% | 8,212 | -2,015 | |
WMB | Williams Companies Inc | 2025-03-31 | Reduce Reduce | -0.16% | 54.02 ($57.24) 61.09 | $58.09 | 1.48% | Reduce -27.96% | 29,500 | -11,450 | |
CDNS | Cadence Design Systems Inc | 2025-03-31 | Reduce Reduce | -0.15% | 233.96 ($278.09) 324.52 | $320.86 | 15.38% | Reduce -38.37% | 3,060 | -1,905 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.14% | 360.07 ($394.62) 417.26 | $434.45 | 10.09% | Reduce -8.8% | 13,977 | -1,349 | |
XIFR | XPLR Infrastructure LP | 2025-03-31 | Sold Out Sold Out | -0.14% | 8.38 ($11.34) 18.87 | $8.95 | -21.08% | Sold Out | 0 | -29,860 |
MONETARY MANAGEMENT GROUP INC Total Holding History ($B)
MONETARY MANAGEMENT GROUP INC's Asset Allocation
MONETARY MANAGEMENT GROUP INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MONETARY MANAGEMENT GROUP INC's Hypothetical Growth since 2025-03-31
MONETARY MANAGEMENT GROUP INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MONETARY MANAGEMENT GROUP INC's Holdings Heat Map
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MONETARY MANAGEMENT GROUP INC's Holdings Bubble Chart
MONETARY MANAGEMENT GROUP INC News
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