Fund HoldingsMOUNT VERNON ASSOCIATES INC /MD/

Total Portfolio Value
$117.85M
Total Bought
$8.7K
Total Sold
$8.5K
Net Transaction
+$208
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
CSX Corporation(CSX)0125,652+125,652050.00%+5
Microsoft Corporation(MSFT)21,57725,085+3,5088110.01%+2
Meta Platforms, Inc(META)14,06414,039-25570.01%+2
Amazon.Com Inc.(AMZN)45,23544,863-372780.01%+1
J.P. Morgan Chase & Co Chase &(JPM)25,36225,322-40450.00%+1
American Express Co.(AXP)18,14618,091-55340.00%+1
Tractor Supply Co.(TSCO)13,66913,6690340.00%+1
Costco Wholesale Corp(COST)10,67410,459-215780.01%+1
Uber Technologies, Inc.(UBER)38,75038,7500230.00%+1
GE Aerospace(GE)11,66611,6660120.00%+1
Spotify Technology S.A.(SPOT)7,2607,2600120.00%+1
Trex Company, Inc.(TREX)29,50029,450-50230.00%0
Alphabet Inc. Cl C(GOOG)42,79542,725-70670.01%0
Bank Of America Corp84,09784,119+22330.00%0
Williams-Sonoma Inc.(WSM)3,1003,1000110.00%0
Delta Air Lines, Inc.(DAL)37,35037,3500220.00%0
Micron Technology Inc(MU)02,100+2,100000.00%0
Ge Healthcare Technologies(GEHC)17,72017,7200120.00%0
Airbnb, Inc.7,2707,265-5110.00%0
Eli Lilly & Co.(LLY)1,1201,090-30110.00%0
IBM Corp(IBM)5,5055,5050110.00%0
Hartford Financial Services(HIG)7,8847,384-500110.00%0
Schwab (Charles) Corp(SCHW)29,65029,900+250220.00%0
Citigroup, Inc.(C)9,2709,2700010.00%0
Bristol-Myers Squibb Co.(BMY)29,48029,619+139220.00%0
Verizon Communications, Inc.(VZ)20,06120,0610110.00%0
Exxon Mobil Corporation4,5724,5720010.00%0
Caterpillar Inc(CAT)1,1761,150-26000.00%0
NVR,inc.(NVR)50500000.00%0
Capital One Financial Corp.(COF)2,4502,4500000.00%0
Texas Instruments, Inc.(TXN)10,77010,7700220.00%0
PPL Corporation(PPL)65,07565,0750220.00%0
AT&T Inc.(T)32,51932,5190110.00%0
Dow Inc.8,0828,0820000.00%0
Procter & Gamble Co.(PG)1,6281,6280000.00%0
Ford Motor Company(F)20,75020,7500000.00%0
International Paper Co.(IP)7,2447,2440000.00%0
Southwest Airlines Co.(LUV)36,35036,3500110.00%0
Telkonet, Inc.1,405,8001,405,8000000.00%0
Johnson & Johnson(JNJ)2,3862,376-10000.00%0
Yogaworks, Inc.98,50093,500-5,000000
Dupont De Nemours & Co.9,4329,4320110.00%-0
Pfizer Inc.(PFE)35,80637,006+1,200110.00%-0
PNC Financial Services(PNC)1,4801,380-100000.00%-0
Wyndham Hotels & Resorts, Inc.(WH)4,3284,228-100000.00%-0
Cisco Systems Inc.(CSCO)41,72341,7230220.00%-0
Paypal(PYPL)16,52714,562-1,965110.00%-0
Honeywell Intl Inc(HON)11,60911,6090220.00%-0
Enphase Energy, Inc.(ENPH)9,95510,225+270110.00%-0
Starbucks Corporation(SBUX)22,55722,5570220.00%-0
Intel Corporation(INTC)44,68745,187+500220.00%-0
Lululemon Athletica Inc.(LULU)5000-50000-0
Tesla Motors Inc.(TSLA)6,9407,200+260210.00%-0
Apple Inc.(AAPL)64,78764,287-50012110.01%-1
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