MV
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MOUNT VERNON ASSOCIATES INC /MD/13F | |
| MOUNT VERNON ASSOCIATES INC /MD/ | |
| Last update 2025-04-23 | 52 Stocks (2 new) |
| Value $123.00 Mil | Turnover 1 % |
MOUNT VERNON ASSOCIATES INC /M... 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 | 62,637 | 13,910.0 | -0.64% | 11.350 | -0.08% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
COST | Costco Wholesale Corp | 10,037 | 9,490.0 | -0.55% | 7.740 | -0.04% | 0.000 | +0.85% | +6.16% | 430,319.1 | Retail - Defensive | |
MSFT | Microsoft Corp | 24,702 | 9,270.0 | +0.43% | 7.560 | +0.03% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AMZN | Amazon.com Inc | 43,800 | 8,330.0 | -0.75% | 6.800 | -0.06% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
META | Meta Platforms Inc | 13,530 | 7,800.0 | -0.48% | 6.360 | -0.03% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
GOOG | Alphabet Inc | 42,465 | 6,630.0 | +0.39% | 5.410 | +0.02% | 0.000 | +13.88% | -4.57% | 2,192,674.9 | Interactive Media | |
JPM | JPMorgan Chase & Co | 24,984 | 6,130.0 | +0.29% | 5.000 | +0.01% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
AXP | American Express Co | 18,587 | 5,000.0 | +1.47% | 4.080 | +0.06% | 0.000 | +27.53% | +8.53% | 223,817.1 | Credit Services | |
SPOT | Spotify Technology SA | 7,285 | 4,010.0 | +0.69% | 3.270 | +0.02% | 0.000 | +30.44% | +58.51% | 145,415.7 | Interactive Media | |
TSCO | Tractor Supply Co | 67,370 | 3,710.0 | +0.22% | 3.030 | +0.01% | 0.010 | +10.41% | +7.96% | 30,110.2 | Retail - Cyclical |
MOUNT VERNON ASSOCIATES INC /MD/'s Historical Top Holdings Breakdowns
MOUNT VERNON ASSOCIATES INC /MD/'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.44% | 222.15 ($333.26) 428.22 | $313.51 | -5.93% | Reduce -18.96% | 5,920 | -1,385 | |
PM | Philip Morris International Inc | 2025-03-31 | New Buy New Buy | +0.17% | 117.15 ($141.65) 158.79 | $179.91 | 27.01% | New holding | 1,300 | 1,300 | |
WMB | Williams Companies Inc | 2025-03-31 | New Buy New Buy | +0.17% | 54.02 ($57.24) 61.09 | $58.22 | 1.71% | New holding | 3,583 | 3,583 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.08% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -0.64% | 62,637 | -405 | |
AFRM | Affirm Holdings Inc | 2025-03-31 | Add Add | +0.07% | 43.7 ($59.25) 80.98 | $64.72 | 9.23% | Add 16.81% | 13,550 | 1,950 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.06% | 190.26 ($217) 242.06 | $225.02 | 3.70% | Reduce -0.75% | 43,800 | -330 | |
AXP | American Express Co | 2025-03-31 | Add Add | +0.06% | 255.39 ($295.58) 325.87 | $319.47 | 8.08% | Add 1.47% | 18,587 | 270 | |
ABNB | Airbnb Inc | 2025-03-31 | Add Add | +0.04% | 119.38 ($133.97) 161.42 | $135.35 | 1.03% | Add 5.08% | 8,275 | 400 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.04% | 890.62 ($974.97) 1076.86 | $970.33 | -0.48% | Reduce -0.55% | 10,037 | -56 | |
COF | Capital One Financial Corp | 2025-03-31 | Reduce Reduce | -0.03% | 163.87 ($188.9) 209.82 | $219.79 | 16.35% | Reduce -10.98% | 1,825 | -225 |
MOUNT VERNON ASSOCIATES INC /MD/ Total Holding History ($B)
MOUNT VERNON ASSOCIATES INC /MD/'s Asset Allocation
MOUNT VERNON ASSOCIATES INC /MD/ Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MOUNT VERNON ASSOCIATES INC /MD/'s Hypothetical Growth since 2025-03-31
MOUNT VERNON ASSOCIATES INC /MD/'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MOUNT VERNON ASSOCIATES INC /MD/'s Holdings Heat Map
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MOUNT VERNON ASSOCIATES INC /MD/'s Holdings Bubble Chart
MOUNT VERNON ASSOCIATES INC /MD/ News
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