Monetary Management Group Inc Top Holdings and 13F Report (2025) About Monetary Management Group IncInvestment ActivityMonetary Management Group Inc has $384.85 million in total holdings as of December 31, 2024.Monetary Management Group Inc owns shares of 327 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 2.15% of the portfolio was purchased this quarter.About 3.07% of the portfolio was sold this quarter.This quarter, Monetary Management Group Inc has purchased 328 new stocks and bought additional shares in 46 stocks.Monetary Management Group Inc sold shares of 77 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $33,885,081Microsoft $30,018,387NVIDIA $25,422,440Eli Lilly and Company $12,714,840Broadcom $12,243,470 Largest New Holdings this Quarter Tradeweb Markets $396,033 HoldingBoston Scientific $255,455 HoldingPalantir Technologies Inc. $151,260 HoldingSentinelOne $17,760 HoldingAsana $10,135 Holding Largest Purchases this Quarter Lam Research 39,489 shares (about $2.85M)Palo Alto Networks 4,050 shares (about $736.94K)Tradeweb Markets 3,025 shares (about $396.03K)Progressive 1,515 shares (about $363.01K)Synopsys 745 shares (about $361.59K) Largest Sales this Quarter Alphabet 6,425 shares (about $1.22M)UnitedHealth Group 2,141 shares (about $1.08M)Delta Air Lines 14,730 shares (about $891.17K)NVIDIA 5,715 shares (about $767.47K)Apple 2,670 shares (about $668.62K) 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$33,885,081$668,621 ▼-1.9%135,3138.8%Computer and TechnologyMSFTMicrosoft$30,018,387$611,175 ▼-2.0%71,2187.8%Computer and TechnologyNVDANVIDIA$25,422,440$767,467 ▼-2.9%189,3106.6%Computer and TechnologyLLYEli Lilly and Company$12,714,840$262,480 ▲2.1%16,4703.3%MedicalAVGOBroadcom$12,243,470$510,048 ▼-4.0%52,8103.2%Computer and TechnologyAMZNAmazon.com$11,493,842$279,722 ▼-2.4%52,3903.0%Retail/WholesaleHDHome Depot$9,500,692$58,349 ▼-0.6%24,4242.5%Retail/WholesaleGOOGLAlphabet$9,479,197$1,216,252 ▼-11.4%50,0752.5%Computer and TechnologyMETAMeta Platforms$8,721,171$248,842 ▼-2.8%14,8952.3%Computer and TechnologyABBVAbbVie$6,506,485$17,770 ▲0.3%36,6151.7%MedicalIWFiShares Russell 1000 Growth ETF$6,154,615$130,513 ▲2.2%15,3261.6%ETFJPMJPMorgan Chase & Co.$6,112,365$67,119 ▼-1.1%25,4991.6%FinanceMAMastercard$4,457,415$26,328 ▼-0.6%8,4651.2%Business ServicesIWDiShares Russell 1000 Value ETF$4,391,654$55,539 ▲1.3%23,7221.1%ETFPEPPepsiCo$4,002,371$251,659 ▼-5.9%26,3211.0%Consumer StaplesUNHUnitedHealth Group$3,931,544$1,083,046 ▼-21.6%7,7721.0%MedicalCOSTCostco Wholesale$3,862,078$45,813 ▼-1.2%4,2151.0%Retail/WholesaleORCLOracle$3,713,572$24,996 ▲0.7%22,2851.0%Computer and TechnologyCATCaterpillar$3,709,9470.0%10,2271.0%Industrial ProductsAMGNAmgen$3,654,433$45,612 ▲1.3%14,0210.9%MedicalTSLATesla$3,450,005$238,266 ▼-6.5%8,5430.9%Auto/Tires/TrucksWMTWalmart$3,262,358$54,210 ▼-1.6%36,1080.8%Retail/WholesaleVVisa$3,166,721$47,406 ▼-1.5%10,0200.8%Business ServicesLRCXLam Research$3,166,202$2,852,290 ▲908.6%43,8350.8%Computer and TechnologyCVXChevron$2,929,824$101,388 ▼-3.3%20,2280.8%Oils/EnergyPGProcter & Gamble$2,866,815$16,765 ▼-0.6%17,1000.7%Consumer StaplesQCOMQUALCOMM$2,818,927$15,362 ▼-0.5%18,3500.7%Computer and TechnologyABTAbbott Laboratories$2,782,1670.0%24,5970.7%MedicalSYKStryker$2,750,062$141,500 ▲5.4%7,6380.7%MedicalCRWDCrowdStrike$2,675,691$427,700 ▼-13.8%7,8200.7%Computer and TechnologyJNJJohnson & Johnson$2,584,359$82,433 ▲3.3%17,8700.7%MedicalSHWSherwin-Williams$2,558,9930.0%7,5280.7%Basic MaterialsDVYiShares Select Dividend ETF$2,494,5100.0%19,0000.6%ETFKLACKLA$2,383,744$132,325 ▲5.9%3,7830.6%Computer and TechnologyORLYO'Reilly Automotive$2,288,594$11,858 ▼-0.5%1,9300.6%Retail/WholesaleWMBWilliams Companies$2,216,214$503,316 ▼-18.5%40,9500.6%Oils/EnergyNOWServiceNow$2,104,338$323,337 ▲18.2%1,9850.5%Computer and TechnologyBRK.BBerkshire Hathaway$2,079,649$6,799 ▼-0.3%4,5880.5%FinanceLHXL3Harris Technologies$2,071,2580.0%9,8500.5%AerospaceOLNOlin$2,065,1800.0%61,1000.5%Basic MaterialsPMPhilip Morris International$2,012,8540.0%16,7250.5%Consumer StaplesLOWLowe's Companies$1,996,859$49,360 ▼-2.4%8,0910.5%Retail/WholesalePHParker-Hannifin$1,962,153$9,540 ▼-0.5%3,0850.5%Industrial ProductsMCDMcDonald's$1,923,1300.0%6,6340.5%Retail/WholesaleGOOGAlphabet$1,844,4160.0%9,6850.5%Computer and TechnologyADBEAdobe$1,832,0820.0%4,1200.5%Computer and TechnologyOKEONEOK$1,822,260$140,560 ▼-7.2%18,1500.5%Oils/EnergyXLFFinancial Select Sector SPDR Fund$1,776,127$9,666 ▲0.5%36,7500.5%ETFXLKTechnology Select Sector SPDR Fund$1,738,087$167,414 ▲10.7%7,4750.5%ETFXLEEnergy Select Sector SPDR Fund$1,683,647$27,839 ▼-1.6%19,6550.4%ETFPANWPalo Alto Networks$1,621,264$736,938 ▲83.3%8,9100.4%Computer and TechnologyDEDeere & Company$1,597,349$23,304 ▼-1.4%3,7700.4%Industrial ProductsADPAutomatic Data Processing$1,588,0600.0%5,4250.4%Business ServicesNFLXNetflix$1,580,310$4,457 ▲0.3%1,7730.4%Consumer DiscretionaryXLYConsumer Discretionary Select Sector SPDR Fund$1,549,137$68,427 ▲4.6%6,9050.4%FinanceTJXTJX Companies$1,545,160$30,203 ▼-1.9%12,7900.4%Retail/WholesaleLMTLockheed Martin$1,495,237$29,156 ▼-1.9%3,0770.4%AerospaceCDNSCadence Design Systems$1,491,784$60,092 ▲4.2%4,9650.4%Computer and TechnologySNPSSynopsys$1,487,628$361,593 ▲32.1%3,0650.4%Computer and TechnologyIBMInternational Business Machines$1,475,4990.0%6,7120.4%Computer and TechnologyTMOThermo Fisher Scientific$1,454,0430.0%2,7950.4%MedicalSPYSPDR S&P 500 ETF Trust$1,430,0350.0%2,4400.4%FinanceHONHoneywell International$1,400,5180.0%6,2000.4%Multi-Sector ConglomeratesIVViShares Core S&P 500 ETF$1,398,115$147,170 ▼-9.5%2,3750.4%ETFMRKMerck & Co., Inc.$1,373,819$77,097 ▲5.9%13,8100.4%MedicalIWMiShares Russell 2000 ETF$1,337,250$12,153 ▲0.9%6,0520.3%FinanceSBUXStarbucks$1,282,0620.0%14,0500.3%Retail/WholesaleREGNRegeneron Pharmaceuticals$1,272,934$149,589 ▲13.3%1,7870.3%MedicalCSCOCisco Systems$1,271,9120.0%21,4850.3%Computer and TechnologyBKNGBooking$1,257,0100.0%2530.3%Retail/WholesaleETEnergy Transfer$1,253,7600.0%64,0000.3%Oils/EnergyIWRiShares Russell Mid-Cap ETF$1,238,042$4,420 ▲0.4%14,0050.3%ETFXOMExxon Mobil$1,208,657$24,203 ▼-2.0%11,2360.3%Oils/EnergyRTXRTX$1,200,711$23,144 ▼-1.9%10,3760.3%AerospaceVZVerizon Communications$1,195,701$3,639 ▼-0.3%29,9000.3%Computer and TechnologyINTUIntuit$1,194,150$12,570 ▲1.1%1,9000.3%Computer and TechnologyAMDAdvanced Micro Devices$1,155,960$48,316 ▲4.4%9,5700.3%Computer and TechnologyCBChubb$1,113,4890.0%4,0300.3%FinanceCRMSalesforce$1,083,2290.0%3,2400.3%Computer and TechnologyNEENextEra Energy$1,075,350$8,961 ▼-0.8%15,0000.3%UtilitiesUNPUnion Pacific$1,074,068$22,804 ▼-2.1%4,7100.3%TransportationTYGTortoise Energy Infrastructure$1,071,378$242,592 ▲29.3%25,5090.3%FinanceQQQInvesco QQQ$996,8980.0%1,9500.3%FinancePFEPfizer$988,242$238,770 ▼-19.5%37,2500.3%MedicalBMYBristol-Myers Squibb$956,147$42,420 ▼-4.2%16,9050.2%MedicalEPDEnterprise Products Partners$945,8180.0%30,1600.2%Oils/EnergySOXXiShares Semiconductor ETF$913,678$21,549 ▲2.4%4,2400.2%ETFEOGEOG Resources$904,027$6,129 ▼-0.7%7,3750.2%Oils/EnergyNOCNorthrop Grumman$891,651$46,929 ▲5.6%1,9000.2%AerospaceEDConsolidated Edison$861,0690.0%9,6500.2%UtilitiesMDTMedtronic$852,719$19,970 ▼-2.3%10,6750.2%MedicalEMREmerson Electric$836,5270.0%6,7500.2%Industrial ProductsKOCoca-Cola$827,124$2,490 ▼-0.3%13,2850.2%Consumer StaplesSPGSimon Property Group$822,3030.0%4,7750.2%FinanceJEFJefferies Financial Group$815,3600.0%10,4000.2%FinanceISRGIntuitive Surgical$806,428$26,098 ▼-3.1%1,5450.2%MedicalDFSDiscover Financial Services$805,5190.0%4,6500.2%FinanceWELLWelltower$800,290$31,507 ▼-3.8%6,3500.2%FinanceCheniere Energy$794,338$16,460 ▲2.1%4,8260.2%COMSOSouthern$790,8480.0%9,6070.2%UtilitiesShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
