Monetary Management Group Inc Top Holdings and 13F Report (2025) About Monetary Management Group IncInvestment ActivityMonetary Management Group Inc has $370.05 million in total holdings as of March 31, 2025.Monetary Management Group Inc owns shares of 324 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 3.39% of the portfolio was purchased this quarter.About 3.01% of the portfolio was sold this quarter.This quarter, Monetary Management Group Inc has purchased 327 new stocks and bought additional shares in 73 stocks.Monetary Management Group Inc sold shares of 70 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $29,987,994Microsoft $26,794,587NVIDIA $20,564,563Eli Lilly and Company $13,532,535Amazon.com $9,894,471 Largest New Holdings this Quarter 27616P301 - Easterly Government Properties, Inc $296,800 Holding040413205 - Arista Networks Inc $252,972 Holding05605h100 - BWX Technologies $226,895 Holding218937100 - Core Natural Resources Inc $158,055 Holding136375961 - Conner Peripherals $154,200 Holding Largest Purchases this Quarter Dell Technologies 18,350 shares (about $1.67M)United Parcel Service 10,795 shares (about $1.19M)RTX 7,235 shares (about $958.35K)Tortoise Energy Infrastructure 11,221 shares (about $483.06K)Accenture 1,525 shares (about $475.86K) Largest Sales this Quarter Lockheed Martin 1,650 shares (about $737.07K)Williams Companies 11,450 shares (about $684.25K)Caterpillar 2,015 shares (about $664.55K)iShares Russell 1000 Growth ETF 1,349 shares (about $487.11K)Cadence Design Systems 1,905 shares (about $484.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMonetary Management Group Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$29,987,994$69,082 ▼-0.2%135,0028.1%Computer and TechnologyMSFTMicrosoft$26,794,587$60,062 ▲0.2%71,3787.2%Computer and TechnologyNVDANVIDIA$20,564,563$47,145 ▲0.2%189,7455.6%Computer and TechnologyLLYEli Lilly and Company$13,532,535$70,202 ▼-0.5%16,3853.7%MedicalAMZNAmazon.com$9,894,471$73,250 ▼-0.7%52,0052.7%Retail/WholesaleHDHome Depot$8,905,341$45,811 ▼-0.5%24,2992.4%Retail/WholesaleAVGOBroadcom$8,601,716$240,262 ▼-2.7%51,3752.3%Computer and TechnologyMETAMeta Platforms$8,524,364$60,518 ▼-0.7%14,7902.3%Computer and TechnologyGOOGLAlphabet$7,824,784$81,186 ▲1.0%50,6002.1%Computer and TechnologyABBVAbbVie$7,629,671$41,904 ▼-0.5%36,4152.1%MedicalJPMJPMorgan Chase & Co.$6,279,435$24,530 ▲0.4%25,5991.7%FinanceIWFiShares Russell 1000 Growth ETF$5,046,955$487,110 ▼-8.8%13,9771.4%ETFMAMastercard$4,653,539$13,703 ▲0.3%8,4901.3%Business ServicesAMGNAmgen$4,383,820$15,577 ▲0.4%14,0711.2%MedicalIWDiShares Russell 1000 Value ETF$4,289,860$173,672 ▼-3.9%22,7991.2%ETFUNHUnitedHealth Group$4,109,866$39,281 ▲1.0%7,8471.1%MedicalCOSTCostco Wholesale$4,000,649$14,187 ▲0.4%4,2301.1%Retail/WholesalePEPPepsiCo$3,856,607$89,964 ▼-2.3%25,7211.0%Consumer StaplesVVisa$3,529,132$17,523 ▲0.5%10,0701.0%Business ServicesORCLOracle$3,405,073$289,407 ▲9.3%24,3550.9%Computer and TechnologyCVXChevron$3,378,087$5,855 ▼-0.2%20,1930.9%EnergyABTAbbott Laboratories$3,262,7920.0%24,5970.9%MedicalCRWDCrowdStrike$3,215,530$458,354 ▲16.6%9,1200.9%Computer and TechnologyLRCXLam Research$3,201,344$14,540 ▲0.5%44,0350.9%Computer and TechnologyWMTWalmart$3,158,948$10,974 ▼-0.3%35,9830.9%Retail/WholesalePGProcter & Gamble$2,914,1820.0%17,1000.8%Consumer StaplesJNJJohnson & Johnson$2,880,641$82,920 ▼-2.8%17,3700.8%MedicalSYKStryker$2,854,413$11,168 ▲0.4%7,6680.8%MedicalDVYiShares Select Dividend ETF$2,853,662$302,152 ▲11.8%21,2500.8%ETFQCOMQUALCOMM$2,853,306$34,562 ▲1.2%18,5750.8%Computer and TechnologyORLYO'Reilly Automotive$2,764,8790.0%1,9300.7%Retail/WholesaleCATCaterpillar$2,708,318$664,547 ▼-19.7%8,2120.7%IndustrialsPMPhilip Morris International$2,677,775$23,016 ▲0.9%16,8700.7%Consumer StaplesSHWSherwin-Williams$2,628,7020.0%7,5280.7%Basic MaterialsKLACKLA$2,554,688$16,995 ▼-0.7%3,7580.7%Computer and TechnologyBRK.BBerkshire Hathaway$2,523,364$79,887 ▲3.3%4,7380.7%FinanceRTXRTX$2,332,753$958,348 ▲69.7%17,6110.6%AerospaceTSLATesla$2,203,378$10,626 ▼-0.5%8,5020.6%Auto/Tires/TrucksMCDMcDonald's$2,072,2630.0%6,6340.6%Retail/WholesaleLHXL3Harris Technologies$1,946,583$115,121 ▼-5.6%9,3000.5%AerospaceLOWLowe's Companies$1,887,0640.0%8,0910.5%Retail/WholesalePHParker-Hannifin$1,875,2170.0%3,0850.5%IndustrialsXLEEnergy Select Sector SPDR Fund$1,864,795$28,035 ▲1.5%19,9550.5%ETFDELLDell Technologies$1,845,241$1,672,603 ▲968.8%20,2440.5%Computer and TechnologyOKEONEOK$1,780,999$19,844 ▼-1.1%17,9500.5%EnergyWMBWilliams Companies$1,762,920$684,252 ▼-28.0%29,5000.5%EnergyXLFFinancial Select Sector SPDR Fund$1,754,557$75,960 ▼-4.1%35,2250.5%ETFMRKMerck & Co., Inc.$1,697,362$457,776 ▲36.9%18,9100.5%MedicalDEDeere & Company$1,677,926$91,523 ▼-5.2%3,5750.5%IndustrialsADPAutomatic Data Processing$1,657,5000.0%5,4250.4%Business ServicesNFLXNetflix$1,653,3760.0%1,7730.4%Consumer DiscretionaryIBMInternational Business Machines$1,637,923$31,082 ▼-1.9%6,5870.4%Computer and TechnologyIVViShares Core S&P 500 ETF$1,629,510$294,998 ▲22.1%2,9000.4%ETFADBEAdobe$1,618,497$38,353 ▲2.4%4,2200.4%Computer and TechnologyTJXTJX Companies$1,594,362$36,540 ▲2.3%13,0900.4%Retail/WholesaleNOWServiceNow$1,584,319$3,981 ▲0.3%1,9900.4%Computer and TechnologyTYGTortoise Energy Infrastructure$1,581,226$483,064 ▲44.0%36,7300.4%FinanceOLNOlin$1,517,424$36,360 ▲2.5%62,6000.4%Basic MaterialsGOOGAlphabet$1,513,0930.0%9,6850.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,507,304$36,134 ▼-2.3%7,3000.4%ETFTMOThermo Fisher Scientific$1,395,768$4,976 ▲0.4%2,8050.4%MedicalVZVerizon Communications$1,367,604$11,340 ▲0.8%30,1500.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,364,9120.0%2,4400.4%FinanceHONHoneywell International$1,355,200$42,350 ▲3.2%6,4000.4%Multi-Sector ConglomeratesSNPSSynopsys$1,329,435$15,010 ▲1.1%3,1000.4%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$1,323,969$39,492 ▼-2.9%6,7050.4%FinanceCSCOCisco Systems$1,310,412$15,428 ▼-1.2%21,2350.4%Computer and TechnologyXOMExxon Mobil$1,307,160$29,138 ▼-2.2%10,9910.4%EnergySBUXStarbucks$1,280,074$98,090 ▼-7.1%13,0500.3%Retail/WholesaleUPSUnited Parcel Service$1,252,896$1,187,342 ▲1,811.2%11,3910.3%TransportationETEnergy Transfer$1,189,7600.0%64,0000.3%EnergyIWMiShares Russell 2000 ETF$1,184,971$22,343 ▼-1.9%5,9400.3%FinanceIDViShares International Select Dividend ETF$1,147,740$418,770 ▲57.4%37,0000.3%ETFPANWPalo Alto Networks$1,129,637$390,766 ▼-25.7%6,6200.3%Computer and TechnologyAMDAdvanced Micro Devices$1,124,489$141,267 ▲14.4%10,9450.3%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,110,589$80,817 ▼-6.8%13,0550.3%ETFUNPUnion Pacific$1,098,516$14,174 ▼-1.3%4,6500.3%TransportationEDConsolidated Edison$1,067,1930.0%9,6500.3%UtilitiesNEENextEra Energy$1,056,261$7,089 ▼-0.7%14,9000.3%UtilitiesPGRProgressive$1,055,627$428,760 ▲68.4%3,7300.3%FinanceBMYBristol-Myers Squibb$1,031,0360.0%16,9050.3%MedicalEPDEnterprise Products Partners$1,029,6620.0%30,1600.3%EnergyUBERUber Technologies$1,028,419$269,946 ▲35.6%14,1150.3%Computer and TechnologyACNAccenture$990,727$475,861 ▲92.4%3,1750.3%Computer and TechnologyPFEPfizer$969,255$25,340 ▲2.7%38,2500.3%MedicalMDTMedtronic$959,2550.0%10,6750.3%MedicalGSThe Goldman Sachs Group$958,739$344,163 ▲56.0%1,7550.3%FinanceSOXXiShares Semiconductor ETF$947,436$149,595 ▲18.8%5,0350.3%ETFEOGEOG Resources$945,7700.0%7,3750.3%EnergyKOCoca-Cola$942,519$8,952 ▼-0.9%13,1600.3%Consumer StaplesNOCNorthrop Grumman$921,618$51,201 ▼-5.3%1,8000.2%AerospaceAPHAmphenol$908,421$423,055 ▲87.2%13,8500.2%Computer and TechnologyCVSCVS Health$897,6870.0%13,2500.2%MedicalCRMSalesforce$896,322$26,836 ▲3.1%3,3400.2%Computer and TechnologyQQQInvesco QQQ$890,948$23,446 ▼-2.6%1,9000.2%FinanceCheniere Energy$883,737$11,745 ▲1.3%4,8910.2%COMSOSouthern$883,3640.0%9,6070.2%UtilitiesWELLWelltower$857,976$114,908 ▼-11.8%5,6000.2%FinanceBKNGBooking$856,885$308,663 ▼-26.5%1860.2%Retail/WholesaleHIGThe Hartford Financial Services Group$841,364$15,466 ▲1.9%6,8000.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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