$66.4 Million is the total value of MOUNT VERNON ASSOCIATES INC /MD/'s 56 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 40.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PYPL | Buy | Paypal | $2,623,000 | +15.7% | 35,625 | +0.6% | 3.95% | +5.4% |
MSFT | Buy | Microsoft Corporation | $2,549,000 | +16.4% | 29,796 | +1.4% | 3.84% | +6.0% |
INTC | Buy | Intel Corporation | $2,198,000 | +23.7% | 47,625 | +2.0% | 3.31% | +12.7% |
C | Buy | Citigroup, Inc. | $1,650,000 | +4.4% | 22,180 | +2.0% | 2.48% | -4.9% |
GE | Buy | General Electric Co | $1,404,000 | +33.1% | 80,475 | +84.5% | 2.12% | +21.3% |
MO | New | Altria Group Inc | $225,000 | – | 3,150 | +100.0% | 0.34% | – |
SSO | New | ProShares Ultra S&P500 | $219,000 | – | 2,000 | +100.0% | 0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-24
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Apple Inc. | 42 | Q3 2023 | 14.7% |
Microsoft Corporation | 42 | Q3 2023 | 8.0% |
Costco Wholesale Corp | 42 | Q3 2023 | 6.9% |
J.P. Morgan Chase & Co Chase & | 42 | Q3 2023 | 4.8% |
Honeywell Intl Inc | 42 | Q3 2023 | 3.7% |
Bank Of America Corp | 42 | Q3 2023 | 4.0% |
Tractor Supply Co. | 42 | Q3 2023 | 4.7% |
American Express Co. | 42 | Q3 2023 | 3.6% |
Intel Corporation | 42 | Q3 2023 | 4.1% |
Cisco Systems Inc. | 42 | Q3 2023 | 3.8% |
View MOUNT VERNON ASSOCIATES INC /MD/'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-25 |
13F-HR | 2022-01-25 |
View MOUNT VERNON ASSOCIATES INC /MD/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.