Fund HoldingsMOUNT VERNON ASSOCIATES INC /MD/

Total Portfolio Value
$138.43M
Total Bought
$7.7K
Total Sold
$11.5K
Net Transaction
-$3.8K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Microsoft Corporation(MSFT)24,70224,577-1259120.01%+3
Affirm Holdings, Inc.(AFRM)13,55043,525+29,975130.00%+2
Meta Platforms, Inc(META)13,53013,469-618100.01%+2
Spotify Technology S.A.(SPOT)7,2857,2850460.00%+2
Amazon.Com Inc.(AMZN)43,80043,220-580890.01%+1
J.P. Morgan Chase & Co Chase &(JPM)24,98424,772-212670.01%+1
American Express Co.(AXP)18,58718,567-20560.00%+1
Alphabet Inc. Cl C(GOOG)42,46542,485+20780.01%+1
Uber Technologies, Inc.(UBER)39,67540,075+400340.00%+1
GE Aerospace(GE)11,35311,343-10230.00%+1
Bank Of America Corp84,21984,169-50440.00%0
Schwab (Charles) Corp(SCHW)30,10030,300+200230.00%0
Cisco Systems Inc.(CSCO)41,22941,379+150330.00%0
Texas Instruments, Inc.(TXN)10,32510,450+125220.00%0
Costco Wholesale Corp(COST)10,0379,905-1329100.01%0
Advanced Micro Device In(AMD)01,935+1,935000.00%0
Tesla Motors Inc.(TSLA)5,9205,670-250220.00%0
Micron Technology Inc(MU)02,100+2,100000.00%0
IBM Corp(IBM)5,5555,5550120.00%0
Honeywell Intl Inc(HON)11,60911,6090230.00%0
Nvidia Corp(NVDA)01,500+1,500000.00%0
Delta Air Lines, Inc.(DAL)40,10040,1000220.00%0
First Solar Inc.(FSLR)01,300+1,300000.00%0
Airbnb, Inc.8,2759,015+740110.00%0
Citigroup, Inc.(C)8,4708,4700110.00%0
Capital One Financial Corp.(COF)1,8251,8250000.00%0
Caterpillar Inc(CAT)9509500000.00%0
Pfizer Inc.(PFE)39,71343,319+3,606110.00%0
Philip Morris Intl(PM)1,3001,3000000.00%0
AT&T Inc.(T)32,11132,1110110.00%0
Intel Corporation(INTC)49,63750,987+1,350110.00%0
PNC Financial Services(PNC)1,3801,3800000.00%0
Williams Companies(WMB)3,5833,5830000.00%0
Procter & Gamble Co.(PG)1,4281,578+150000.00%0
NVR,inc.(NVR)50500000.00%0
Telkonet, Inc.1,190,5001,190,5000000.00%0
Yogaworks, Inc.93,50093,5000000
iShares Core S&p 500 Etf513463-50000.00%-0
CSX Corporation(CSX)100,00090,000-10,000330.00%-0
Johnson & Johnson(JNJ)1,9251,998+73000.00%-0
Hartford Financial Services(HIG)6,8596,559-300110.00%-0
Verizon Communications, Inc.(VZ)19,88419,8840110.00%-0
Eli Lilly & Co.(LLY)9409400110.00%-0
International Paper Co.(IP)7,2007,2000000.00%-0
Exxon Mobil Corporation4,4724,4720100.00%-0
Dupont De Nemours & Co.9,4329,464+32110.00%-0
Wyndham Hotels & Resorts, Inc.(WH)4,2283,728-500000.00%-0
Ge Healthcare Technologies(GEHC)17,72117,971+250110.00%-0
Trex Company, Inc.(TREX)29,55029,650+100220.00%-0
Starbucks Corporation(SBUX)21,93222,157+225220.00%-0
PPL Corporation(PPL)65,17565,1750220.00%-0
Tractor Supply Co.(TSCO)67,37067,570+200440.00%-0
Dow Inc.6,7820-6,78200-0
Enphase Energy, Inc.(ENPH)12,31012,760+450110.00%-0
Bristol-Myers Squibb Co.(BMY)30,80431,104+300210.00%-0
Apple Inc.(AAPL)62,63761,557-1,08014130.01%-1
Page 1 of 1