Fund HoldingsMOUNT VERNON ASSOCIATES INC /MD/

Total Portfolio Value
$128.3K
Total Bought
$4.5K
Total Sold
$8.5K
Net Transaction
-$4.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Amazon.Com Inc.(AMZN)44,47844,130-3488107.55%+1
Tesla Motors Inc.(TSLA)7,2807,305+25232.30%+1
Apple Inc.(AAPL)63,36263,042-320151612.31%+1
Alphabet Inc. Cl C(GOOG)42,29042,298+8786.28%+1
J.P. Morgan Chase & Co Chase &(JPM)25,06724,912-155564.65%+1
Spotify Technology S.A.(SPOT)7,3357,235-100332.52%+1
American Express Co.(AXP)18,34118,317-24554.24%0
Delta Air Lines, Inc.(DAL)39,70039,7000221.87%0
Affirm Holdings, Inc.(AFRM)8,00011,600+3,600010.55%0
Bank Of America Corp84,21984,319+100342.89%0
Costco Wholesale Corp(COST)10,10710,093-14997.21%0
Schwab (Charles) Corp(SCHW)30,10030,1000221.74%0
Cisco Systems Inc.(CSCO)41,05541,0550221.89%0
Honeywell Intl Inc(HON)11,40911,4090232.01%0
Meta Platforms, Inc(META)13,61913,595-24886.20%0
Bristol-Myers Squibb Co.(BMY)30,87930,8790221.36%0
Wyndham Hotels & Resorts, Inc.(WH)4,2284,2280000.33%0
Trex Company, Inc.(TREX)29,25029,2500221.57%0
Citigroup, Inc.(C)8,7708,7700110.48%0
Capital One Financial Corp.(COF)2,0502,0500000.29%0
International Paper Co.(IP)7,2687,200-68000.30%0
AT&T Inc.(T)33,35933,3590110.59%0
PNC Financial Services(PNC)1,3801,3800000.21%0
Yogaworks, Inc.93,50093,5000000
IBM Corp(IBM)5,5055,5050110.94%-0
Procter & Gamble Co.(PG)1,4281,4280000.19%-0
Telkonet, Inc.1,384,9001,190,500-194,400000.00%-0
Caterpillar Inc(CAT)9509500000.27%-0
Johnson & Johnson(JNJ)1,9401,9400000.22%-0
PPL Corporation(PPL)64,97565,175+200221.65%-0
Exxon Mobil Corporation4,4724,4720100.37%-0
Airbnb, Inc.8,5657,875-690110.81%-0
Hartford Financial Services(HIG)7,0597,0590110.60%-0
NVR,inc.(NVR)50500000.32%-0
Pfizer Inc.(PFE)39,61339,713+100110.82%-0
Verizon Communications, Inc.(VZ)19,92219,9220110.62%-0
Eli Lilly & Co.(LLY)9409400110.57%-0
iShares Core S&p 500 Etf721513-208000.24%-0
Dow Inc.7,0826,782-300000.21%-0
Dupont De Nemours & Co.9,4329,4320110.56%-0
Starbucks Corporation(SBUX)21,93221,959+27221.56%-0
Intel Corporation(INTC)48,31249,162+850110.77%-0
Texas Instruments, Inc.(TXN)10,32510,3250221.51%-0
Microsoft Corporation(MSFT)24,58524,597+1211108.08%-0
Micron Technology Inc(MU)2,1000-2,10000-0
GE Aerospace(GE)11,37811,386+8221.48%-0
Ge Healthcare Technologies(GEHC)17,75417,7540211.08%-0
Tractor Supply Co.(TSCO)13,38467,220+53,836442.78%-0
Enphase Energy, Inc.(ENPH)12,05512,160+105110.65%-1
Uber Technologies, Inc.(UBER)39,46039,160-300321.84%-1
Paypal(PYPL)10,5720-10,57210-1
Southwest Airlines Co.(LUV)29,4000-29,40010-1
CSX Corporation(CSX)125,652100,000-25,652432.52%-1
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