Fund HoldingsMOUNT VERNON ASSOCIATES INC /MD/

Total Portfolio Value
$94.1K
Total Bought
$4.6K
Total Sold
$6.4K
Net Transaction
-$1.8K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
Schwab (Charles) Corp(SCHW)029,600+29,600021.78%+2
Amazon.Com Inc.(AMZN)46,52045,740-780566.34%+1
Ge Healthcare Technologies(GEHC)3,88817,791+13,903011.54%+1
Microsoft Corporation(MSFT)22,14221,992-150677.96%+1
Meta Platforms, Inc(META)14,18914,1890344.33%+1
Apple Inc.(AAPL)73,02766,522-6,505121313.71%+1
Alphabet Inc. Cl C(GOOG)44,02543,725-300555.62%+1
Trex Company, Inc.(TREX)30,90030,9000222.15%+1
Delta Air Lines, Inc.(DAL)37,32537,625+300121.90%0
Uber Technologies, Inc.(UBER)40,15040,1500121.84%0
Costco Wholesale Corp(COST)10,89710,807-90566.18%0
J.P. Morgan Chase & Co Chase &(JPM)25,55225,502-50343.94%0
Tesla Motors Inc.(TSLA)5,9805,990+10121.67%0
Spotify Technology S.A.(SPOT)7,0207,120+100111.21%0
American Express Co.(AXP)18,07118,196+125333.37%0
Honeywell Intl Inc(HON)11,68211,644-38222.57%0
General Electric Co(GE)11,71711,7170111.37%0
Eli Lilly & Co.(LLY)1,1541,130-24010.56%0
Southwest Airlines Co.(LUV)36,35036,3500111.40%0
Ford Motor Company(F)21,25021,750+500000.35%0
Airbnb, Inc.6,6206,795+175110.93%0
Intel Corporation(INTC)44,73745,137+400121.60%0
NVR,inc.(NVR)50500000.34%0
Capital One Financial Corp.(COF)2,4502,4500000.28%0
Johnson & Johnson(JNJ)2,4102,4100000.42%0
Caterpillar Inc(CAT)1,1761,1760000.31%0
Bank Of America Corp83,91984,119+200222.56%0
Williams-Sonoma Inc.(WSM)3,2253,2250000.43%0
IBM Corp(IBM)5,4805,430-50110.77%0
Procter & Gamble Co.(PG)1,6281,6280000.26%0
Telkonet, Inc.1,564,8001,564,8000000.03%0
Wyndham Hotels & Resorts, Inc.(WH)4,4414,403-38000.32%0
Yogaworks, Inc.98,50098,5000000
PNC Financial Services(PNC)2,7802,7800000.37%-0
Dupont De Nemours & Co.9,7329,632-100110.73%-0
Exxon Mobil Corporation(XOM)4,8214,8210110.55%-0
Dow Inc.8,0828,0820000.46%-0
Cisco Systems Inc.(CSCO)42,32342,3230222.33%-0
Verizon Communications, Inc.(VZ)19,92219,9220110.79%-0
International Paper Co.(IP)7,7687,168-600000.24%-0
Citigroup, Inc.(C)12,75011,750-1,000110.57%-0
Texas Instruments, Inc.(TXN)10,84010,820-20222.07%-0
PPL Corporation(PPL)65,80065,700-100221.85%-0
AT&T Inc.(T)32,85432,8540110.56%-0
Pfizer Inc.(PFE)35,25435,881+627111.40%-0
Starbucks Corporation(SBUX)24,15724,132-25322.54%-0
Bristol-Myers Squibb Co.(BMY)26,79427,069+275221.84%-0
Hartford Financial Services(HIG)10,2468,114-2,132110.62%-0
Tractor Supply Co.(TSCO)13,73413,794+60333.24%-0
Merck & Co. Inc.2,2700-2,27000-0
American Intl Group, Inc.6,4300-6,43000-0
Paypal(PYPL)27,25225,302-1,950221.79%-0
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