Fund HoldingsMOUNT VERNON ASSOCIATES INC /MD/

Total Portfolio Value
$122.6K
Total Bought
$6.7K
Total Sold
$6.4K
Net Transaction
+$330
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Spotify Technology S.A.(SPOT)7,2357,285+50343.27%+1
Uber Technologies, Inc.(UBER)39,16039,675+515232.36%+1
GE Aerospace(GE)11,38611,353-33221.85%0
Costco Wholesale Corp(COST)10,09310,037-56997.74%0
PPL Corporation(PPL)65,17565,1750221.92%0
Williams Companies(WMB)03,583+3,583000.17%0
Philip Morris Intl(PM)01,300+1,300000.17%0
IBM Corp(IBM)5,5055,555+50111.13%0
J.P. Morgan Chase & Co Chase &(JPM)24,91224,984+72665.00%0
AT&T Inc.(T)33,35932,111-1,248110.74%0
Starbucks Corporation(SBUX)21,95921,932-27221.75%0
Tractor Supply Co.(TSCO)67,22067,370+150443.03%0
Intel Corporation(INTC)49,16249,637+475110.92%0
Bristol-Myers Squibb Co.(BMY)30,87930,804-75221.53%0
Schwab (Charles) Corp(SCHW)30,10030,1000221.92%0
Cisco Systems Inc.(CSCO)41,05541,229+174232.07%0
Verizon Communications, Inc.(VZ)19,92219,884-38110.74%0
Hartford Financial Services(HIG)7,0596,859-200110.69%0
Exxon Mobil Corporation4,4724,4720010.43%0
Eli Lilly & Co.(LLY)9409400110.63%0
Ge Healthcare Technologies(GEHC)17,75417,721-33111.17%0
Johnson & Johnson(JNJ)1,9401,925-15000.26%0
Procter & Gamble Co.(PG)1,4281,4280000.20%0
Telkonet, Inc.1,190,5001,190,5000000.00%0
Yogaworks, Inc.93,50093,5000000
International Paper Co.(IP)7,2007,2000000.31%-0
iShares Core S&p 500 Etf5135130000.23%-0
Dupont De Nemours & Co.9,4329,4320110.57%-0
Citigroup, Inc.(C)8,7708,470-300110.49%-0
PNC Financial Services(PNC)1,3801,3800000.20%-0
Caterpillar Inc(CAT)9509500000.26%-0
Dow Inc.6,7826,7820000.19%-0
Capital One Financial Corp.(COF)2,0501,825-225000.27%-0
Wyndham Hotels & Resorts, Inc.(WH)4,2284,2280000.31%-0
Airbnb, Inc.7,8758,275+400110.81%-0
NVR,inc.(NVR)50500000.30%-0
Pfizer Inc.(PFE)39,71339,7130110.82%-0
Enphase Energy, Inc.(ENPH)12,16012,310+150110.62%-0
Texas Instruments, Inc.(TXN)10,32510,3250221.51%-0
Affirm Holdings, Inc.(AFRM)11,60013,550+1,950110.50%-0
Honeywell Intl Inc(HON)11,40911,609+200322.00%-0
Meta Platforms, Inc(META)13,59513,530-65886.36%-0
Bank Of America Corp84,31984,219-100442.87%-0
CSX Corporation(CSX)100,000100,0000332.40%-0
Trex Company, Inc.(TREX)29,25029,550+300221.40%-0
American Express Co.(AXP)18,31718,587+270554.08%-0
Delta Air Lines, Inc.(DAL)39,70040,100+400221.43%-1
Microsoft Corporation(MSFT)24,59724,702+1051097.56%-1
Amazon.Com Inc.(AMZN)44,13043,800-3301086.80%-1
Tesla Motors Inc.(TSLA)7,3055,920-1,385321.25%-1
Alphabet Inc. Cl C(GOOG)42,29842,465+167875.41%-1
Apple Inc.(AAPL)63,04262,637-405161411.35%-2
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