Fund HoldingsMOUNT VERNON ASSOCIATES INC /MD/

Total Portfolio Value
$126.03M
Total Bought
$16.3K
Total Sold
$2.7K
Net Transaction
+$13.6K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CSX Corporation(CSX)0125,652+125,652040.00%+4
Apple Inc.(AAPL)62,62763,362+73513150.01%+2
Microsoft Corporation(MSFT)20,94024,585+3,6459110.01%+1
Meta Platforms, Inc(META)13,51413,619+105780.01%+1
American Express Co.(AXP)18,09118,341+250450.00%+1
Costco Wholesale Corp(COST)9,88210,107+225890.01%+1
Starbucks Corporation(SBUX)20,83221,932+1,100220.00%+1
Spotify Technology S.A.(SPOT)7,1307,335+205230.00%0
Tesla Motors Inc.(TSLA)7,3007,280-20120.00%0
GE Aerospace(GE)10,87811,378+500220.00%0
Caterpillar Inc(CAT)0950+950000.00%0
Bristol-Myers Squibb Co.(BMY)29,77930,879+1,100120.00%0
PPL Corporation(PPL)65,07564,975-100220.00%0
Eli Lilly & Co.(LLY)540940+400010.00%0
Tractor Supply Co.(TSCO)13,16913,384+215440.00%0
Ge Healthcare Technologies(GEHC)17,12017,754+634120.00%0
Affirm Holdings, Inc.(AFRM)08,000+8,000000.00%0
Cisco Systems Inc.(CSCO)39,75541,055+1,300220.00%0
IBM Corp(IBM)5,5055,5050110.00%0
J.P. Morgan Chase & Co Chase &(JPM)24,85725,067+210550.00%0
Delta Air Lines, Inc.(DAL)37,35039,700+2,350220.00%0
Enphase Energy, Inc.(ENPH)11,30512,055+750110.00%0
Uber Technologies, Inc.(UBER)38,36039,460+1,100330.00%0
Pfizer Inc.(PFE)35,66339,613+3,950110.00%0
Dupont De Nemours & Co.8,6329,432+800110.00%0
Texas Instruments, Inc.(TXN)10,27010,325+55220.00%0
AT&T Inc.(T)32,24833,359+1,111110.00%0
NVR,inc.(NVR)50500000.00%0
Bank Of America Corp81,31984,219+2,900330.00%0
Verizon Communications, Inc.(VZ)19,12219,922+800110.00%0
Hartford Financial Services(HIG)7,3847,059-325110.00%0
International Paper Co.(IP)7,2447,268+24000.00%0
PNC Financial Services(PNC)1,3801,3800000.00%0
Wyndham Hotels & Resorts, Inc.(WH)3,9784,228+250000.00%0
Procter & Gamble Co.(PG)1,3281,428+100000.00%0
iShares Core S&p 500 Etf7217210000.00%0
Dow Inc.7,0827,0820000.00%0
Exxon Mobil Corporation4,4724,4720110.00%0
Johnson & Johnson(JNJ)2,0951,940-155000.00%0
Telkonet, Inc.1,384,9001,384,9000000.00%0
Yogaworks, Inc.93,50093,5000000
Paypal(PYPL)14,49210,572-3,920110.00%-0
Capital One Financial Corp.(COF)2,4502,050-400000.00%-0
Honeywell Intl Inc(HON)11,20911,409+200220.00%-0
Citigroup, Inc.(C)9,2708,770-500110.00%-0
Micron Technology Inc(MU)2,1002,1000000.00%-0
Amazon.Com Inc.(AMZN)43,23344,478+1,245880.01%-0
Airbnb, Inc.8,0408,565+525110.00%-0
Southwest Airlines Co.(LUV)36,35029,400-6,950110.00%-0
Trex Company, Inc.(TREX)28,90029,250+350220.00%-0
Schwab (Charles) Corp(SCHW)29,15030,100+950220.00%-0
Alphabet Inc - Cl A(GOOG)1,1500-1,15000-0
Intel Corporation(INTC)44,21248,312+4,100110.00%-0
Alphabet Inc. Cl C(GOOG)41,00542,290+1,285870.01%-0
GE Vernova Inc.(GEV)2,7240-2,72400-0
Williams-Sonoma Inc.(WSM)3,0000-3,00010-1
Page 1 of 1