Mount Vernon Associates Inc /Md/ Top Holdings and 13F Report (2025) About Mount Vernon Associates Inc /Md/Investment ActivityMount Vernon Associates Inc /Md/ has $122.61 thousand in total holdings as of March 31, 2025.Mount Vernon Associates Inc /Md/ owns shares of 52 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 0.74% of the portfolio was purchased this quarter.About 0.61% of the portfolio was sold this quarter.This quarter, Mount Vernon Associates Inc /Md/ has purchased 50 new stocks and bought additional shares in 16 stocks.Mount Vernon Associates Inc /Md/ sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $13,914Costco Wholesale $9,493Microsoft $9,273Amazon.com $8,333Meta Platforms $7,798 Largest New Holdings this Quarter 969457100 - Williams Companies $214 Holding718172109 - Philip Morris International $206 Holding Largest Purchases this Quarter Williams Companies 3,583 shares (about $214.00)Philip Morris International 1,300 shares (about $206.00)Affirm 1,950 shares (about $88.07)American Express 270 shares (about $72.65)Airbnb 400 shares (about $47.81) Largest Sales this Quarter Tesla 1,385 shares (about $358.88)Apple 405 shares (about $89.97)Amazon.com 330 shares (about $62.78)Costco Wholesale 56 shares (about $52.96)Capital One Financial 225 shares (about $40.32) Sector Allocation Over TimeMap of 500 Largest Holdings ofMount Vernon Associates Inc /Md/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$13,914$90 ▼-0.6%62,63711.3%Computer and TechnologyCOSTCostco Wholesale$9,493$53 ▼-0.6%10,0377.7%Retail/WholesaleMSFTMicrosoft$9,273$39 ▲0.4%24,7027.6%Computer and TechnologyAMZNAmazon.com$8,333$63 ▼-0.7%43,8006.8%Retail/WholesaleMETAMeta Platforms$7,798$37 ▼-0.5%13,5306.4%Computer and TechnologyGOOGAlphabet$6,634$26 ▲0.4%42,4655.4%Computer and TechnologyJPMJPMorgan Chase & Co.$6,129$18 ▲0.3%24,9845.0%FinanceAXPAmerican Express$5,001$73 ▲1.5%18,5874.1%FinanceSPOTSpotify Technology$4,007$28 ▲0.7%7,2853.3%Computer and TechnologyTSCOTractor Supply$3,712$8 ▲0.2%67,3703.0%Retail/WholesaleBACBank of America$3,514$4 ▼-0.1%84,2192.9%FinanceCSXCSX$2,9430.0%100,0002.4%TransportationUBERUber Technologies$2,891$38 ▲1.3%39,6752.4%Computer and TechnologyCSCOCisco Systems$2,544$11 ▲0.4%41,2292.1%Computer and TechnologyHONHoneywell International$2,458$42 ▲1.8%11,6092.0%Multi-Sector ConglomeratesSCHWCharles Schwab$2,3560.0%30,1001.9%FinancePPLPPL$2,3530.0%65,1751.9%UtilitiesGE Aerospace$2,272$7 ▼-0.3%11,3531.9%comSBUXStarbucks$2,151$3 ▼-0.1%21,9321.8%Retail/WholesaleBMYBristol Myers Squibb$1,879$5 ▼-0.2%30,8041.5%MedicalTXNTexas Instruments$1,8550.0%10,3251.5%Computer and TechnologyDALDelta Air Lines$1,748$17 ▲1.0%40,1001.4%TransportationTREXTrex$1,717$17 ▲1.0%29,5501.4%ConstructionTSLATesla$1,534$359 ▼-19.0%5,9201.3%Auto/Tires/TrucksGEHCGE HealthCare Technologies$1,430$3 ▼-0.2%17,7211.2%MedicalIBMInternational Business Machines$1,381$12 ▲0.9%5,5551.1%Computer and TechnologyINTCIntel$1,127$11 ▲1.0%49,6370.9%Computer and TechnologyPFEPfizer$1,0060.0%39,7130.8%MedicalABNBAirbnb$989$48 ▲5.1%8,2750.8%Consumer DiscretionaryTAT&T$908$35 ▼-3.7%32,1110.7%Computer and TechnologyVZVerizon Communications$902$2 ▼-0.2%19,8840.7%Computer and TechnologyHIGThe Hartford Insurance Group$849$25 ▼-2.8%6,8590.7%FinanceLLYEli Lilly and Company$7760.0%9400.6%MedicalENPHEnphase Energy$764$9 ▲1.2%12,3100.6%EnergyDupont De Nemours & Co.$7040.0%9,4320.6%comAFRMAffirm$612$88 ▲16.8%13,5500.5%Computer and TechnologyCCitigroup$601$21 ▼-3.4%8,4700.5%Financial ServicesXOMExxon Mobil$5320.0%4,4720.4%EnergyIPInternational Paper$3840.0%7,2000.3%Basic MaterialsWHWyndham Hotels & Resorts$3830.0%4,2280.3%Consumer DiscretionaryNVRNVR$3620.0%500.3%ConstructionCOFCapital One Financial$327$40 ▼-11.0%1,8250.3%FinanceJNJJohnson & Johnson$319$2 ▼-0.8%1,9250.3%MedicalCATCaterpillar$3130.0%9500.3%IndustrialsIVViShares Core S&P 500 ETF$2880.0%5130.2%ETFPGProcter & Gamble$2430.0%1,4280.2%Consumer StaplesPNCThe PNC Financial Services Group$2430.0%1,3800.2%FinanceDow Inc.$2370.0%6,7820.2%comWMBWilliams Companies$214$214 ▲New Holding3,5830.2%EnergyPMPhilip Morris International$206$206 ▲New Holding1,3000.2%Consumer StaplesTKOITelkonet$30.0%1,190,5000.0%Computer and TechnologyYogaworks, Inc.$00.0%93,5000.0%comShowing 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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