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Mount Vernon Associates Inc /Md/ Top Holdings and 13F Report (2025)

About Mount Vernon Associates Inc /Md/

Investment Activity

  • Mount Vernon Associates Inc /Md/ has $138.43 thousand in total holdings as of June 30, 2025.
  • Mount Vernon Associates Inc /Md/ owns shares of 55 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 2.52% of the portfolio was purchased this quarter.
  • About 1.02% of the portfolio was sold this quarter.
  • This quarter, Mount Vernon Associates Inc /Md/ has purchased 52 new stocks and bought additional shares in 18 stocks.
  • Mount Vernon Associates Inc /Md/ sold shares of 14 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple
$12,630
Microsoft
$12,225
Amazon.com
$9,482

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices
$275 Holding
595112103 - Micron Technology
$259 Holding
67066G104 - NVIDIA
$237 Holding
336433107 - First Solar
$215 Holding

Largest Purchases this Quarter

Affirm
29,975 shares (about $2.07K)
Advanced Micro Devices
1,935 shares (about $275.00)
Micron Technology
2,100 shares (about $259.00)
NVIDIA
1,500 shares (about $237.00)
First Solar
1,300 shares (about $215.00)

Largest Sales this Quarter

CSX
10,000 shares (about $326.33)
Apple
1,080 shares (about $221.59)
Costco Wholesale
132 shares (about $130.67)
Amazon.com
580 shares (about $127.25)
Tesla
250 shares (about $79.41)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMount Vernon Associates Inc /Md/

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$12,630$222 -1.7%61,5579.1%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$12,225$62 -0.5%24,5778.8%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,941$45 -0.5%13,4697.2%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$9,805$131 -1.3%9,9057.1%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,482$127 -1.3%43,2206.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$7,536$4 0.0%42,4855.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,182$61 -0.8%24,7725.2%Finance
American Express Company stock logo
AXP
American Express
$5,923$6 -0.1%18,5674.3%Finance
Spotify Technology stock logo
SPOT
Spotify Technology
$5,5900.0%7,2854.0%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$3,983$2 -0.1%84,1692.9%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,739$37 1.0%40,0752.7%Computer and Technology
Tractor Supply Company stock logo
TSCO
Tractor Supply
$3,566$11 0.3%67,5702.6%Retail/Wholesale
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$3,009$2,072 221.2%43,5252.2%Computer and Technology
CSX Corporation stock logo
CSX
CSX
$2,937$326 -10.0%90,0002.1%Transportation
GE Aerospace
$2,920$3 -0.1%11,3432.1%com
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,871$10 0.4%41,3792.1%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$2,765$18 0.7%30,3002.0%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$2,7040.0%11,6092.0%Multi-Sector Conglomerates
PPL Corporation stock logo
PPL
PPL
$2,2090.0%65,1751.6%Utilities
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$2,170$26 1.2%10,4501.6%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$2,030$21 1.0%22,1571.5%Retail/Wholesale
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$1,9720.0%40,1001.4%Transportation
Tesla, Inc. stock logo
TSLA
Tesla
$1,801$79 -4.2%5,6701.3%Auto/Tires/Trucks
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,6380.0%5,5551.2%Computer and Technology
Trex Company, Inc. stock logo
TREX
Trex
$1,612$5 0.3%29,6501.2%Construction
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,440$14 1.0%31,1041.0%Medical
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$1,331$19 1.4%17,9711.0%Medical
Airbnb, Inc. stock logo
ABNB
Airbnb
$1,193$98 8.9%9,0150.9%Consumer Discretionary
Intel Corporation stock logo
INTC
Intel
$1,142$30 2.7%50,9870.8%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$1,050$87 9.1%43,3190.8%Medical
AT&T Inc. stock logo
T
AT&T
$9290.0%32,1110.7%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$8600.0%19,8840.6%Computer and Technology
The Hartford Insurance Group, Inc. stock logo
HIG
The Hartford Insurance Group
$832$38 -4.4%6,5590.6%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$7330.0%9400.5%Medical
Citigroup Inc. stock logo
C
Citigroup
$7210.0%8,4700.5%Financial Services
Dupont De Nemours & Co.
$649$2 0.3%9,4640.5%com
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$506$18 3.7%12,7600.4%Energy
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$4820.0%4,4720.3%Energy
Capital One Financial Corporation stock logo
COF
Capital One Financial
$3880.0%1,8250.3%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$3690.0%9500.3%Industrials
NVR, Inc. stock logo
NVR
NVR
$3690.0%500.3%Construction
International Paper Company stock logo
IP
International Paper
$3370.0%7,2000.2%Basic Materials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$305$11 3.8%1,9980.2%Medical
Wyndham Hotels & Resorts stock logo
WH
Wyndham Hotels & Resorts
$303$41 -11.8%3,7280.2%Consumer Discretionary
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$287$31 -9.7%4630.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$275$275 New Holding1,9350.2%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$259$259 New Holding2,1000.2%Computer and Technology
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$2570.0%1,3800.2%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$251$24 10.5%1,5780.2%Consumer Staples
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2370.0%1,3000.2%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$237$237 New Holding1,5000.2%Computer and Technology
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$2250.0%3,5830.2%Energy
First Solar, Inc. stock logo
FSLR
First Solar
$215$215 New Holding1,3000.2%Energy
Telkonet Inc. stock logo
TKOI
Telkonet
$70.0%1,190,5000.0%Computer and Technology
Yogaworks, Inc.
$00.0%93,5000.0%com
Dow Inc.
$0$237 -100.0%00.0%com

Showing largest 100 holdings. View all holdings.
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