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CIK: 0001133014
Total reported value
$486.7M
$486.7M
326 檔
23.5%
According to the latest 13F quarterly dataset, Monetary Management Group Inc managed an equity portfolio of $486.7M at the end of Q4 2024, spanning 326 distinct U.S. exchange-listed positions.
In Q4 2024, Monetary Management Group Inc adopted a defensive or profit-taking posture, trimming 67 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 23.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
TW
市值: $396.0K
Top Position Liquidated / Trimmed
APO
前期市值: $37.5K
Showing top 200 holdings (of 326 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.80% | -1.07% | -1.94% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.80% | -1.90% | -2.00% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.61% | -0.19% | -2.93% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.30% | +0.20% | +2.11% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.18% | +0.15% | -4.00% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | -0.57% | -2.38% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.47% | -0.13% | -0.61% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.46% | +0.62% | -11.37% | |
| 9 | ✓ | Stock-Other | 2.27% | — | -2.77% | ||
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.69% | +0.03% | +0.27% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.60% | +0.07% | +2.17% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.10% | -1.09% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.16% | -0.12% | -0.59% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.14% | +0.02% | +1.28% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.21% | -5.92% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +0.14% | -21.60% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.19% | -1.17% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.09% | +0.68% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 0.96% | +0.52% | — | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 0.95% | -0.14% | +1.26% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | -0.03% | -6.46% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.17% | -1.63% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | -0.03% | -1.47% | |
| 24 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.82% | — | +908.63% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.36% | -3.34% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.08% | -0.58% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.06% | -0.54% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.15% | — | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.71% | -0.13% | +5.42% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.70% | +0.43% | -13.78% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.08% | +3.29% | |
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.66% | -0.03% | — | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.65% | +0.03% | — | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.62% | +0.72% | +5.88% | |
| 35 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.59% | -0.08% | -0.52% | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 0.58% | -0.13% | -18.51% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.55% | +0.02% | +18.15% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.09% | -0.33% | |
| 39 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.54% | -0.29% | — | |
| 40 | OLN | Olin CORP | Stock-Materials | 0.54% | -0.17% | — | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.52% | -0.07% | — | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.10% | -2.41% | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.51% | -0.04% | -0.48% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.12% | — | |
| 45 | ✓ | Stock-Other | 0.48% | — | — | ||
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.48% | -0.07% | — | |
| 47 | OKE | Oneok Inc | Stock-Energy | 0.47% | -0.09% | -7.16% | |
| 48 | ✓ | Stock-Other | 0.46% | — | +0.55% | ||
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.15% | +10.66% | |
| 50 | ✓ | Stock-Other | 0.44% | — | -1.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.7% | -4.00% | Trim |
| 2 | AAPL | Apple Inc | +0.5% | -1.94% | Trim |
| 3 | NVDA | Nvidia CORP | +0.5% | -2.93% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.4% | -2.38% | Trim |
| 5 | TSLA | Tesla Inc | +0.3% | -6.46% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -1.09% | Trim |
| 7 | NOW | Servicenow Inc | +0.2% | +18.15% | Add |
| 8 | IWF | Ishares Russell 1000 Growth | +0.2% | +2.17% | Add |
| 9 | TW | Tradeweb Markets Inc-class A | +0.1% | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | +0.1% | -1.47% | Trim |
| 11 | PGR | Progressive CORP | +0.1% | +216.43% | Add |
| 12 | NFLX | Netflix Inc | +0.1% | +0.28% | Add |
| 13 | SNPS | Synopsys Inc | +0.1% | +32.11% | Add |
| 14 | WMT | Walmart Inc | +0.1% | -1.63% | Trim |
| 15 | TYG | Tortoise Energy Infrastruct | +0.1% | — | Add |
| 16 | MA | Mastercard Inc - A | +0.1% | -0.59% | Trim |
| 17 | BSX | Boston Scientific CORP | +0.1% | NEW | New buy |
| 18 | ET | Energy Transfer LP | +0.1% | — | Unchanged |
| 19 | XLY | Ss Consumer Disc Select Sect | +0.1% | — | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 21 | XLK | Ss Technology Select Sector | +0.1% | +10.66% | Add |
| 22 | CDNS | Cadence Design Sys Inc | +0.1% | +4.20% | Add |
| 23 | BKNG | Booking Holdings Inc | +0.1% | — | Unchanged |
| 24 | CRM | Salesforce Inc | +0.1% | — | Unchanged |
| 25 | DELL | Dell Technologies -c | +0.1% | — | Add |
| 26 | XLC | Ss Comm Select Sector Spdr | +0.1% | +31.07% | Add |
| 27 | JEF | Jefferies Financial Group In | +0.1% | — | Unchanged |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -13.78% | Trim |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | -11.37% | Trim |
| 30 | DFSEUR | Discover Financial Services | 0% | — | Unchanged |
| 31 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 32 | LNG | Cheniere Energy Inc | 0% | +2.12% | Add |
| 33 | KMI | Kinder Morgan, Inc. | 0% | — | Unchanged |
| 34 | SYK | Stryker CORP | 0% | +5.42% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 36 | EXC | Exelon CORP | 0% | +820.00% | Add |
| 37 | XLF | Ss Financial Select Sector | 0% | — | Add |
| 38 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 39 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 40 | KYN | Kayne Anderson Energy Infra | 0% | +1.96% | Add |
| 41 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 42 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 43 | COST | Costco Wholesale CORP | 0% | -1.17% | Trim |
| 44 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 45 | IGV | Ishares Expanded Tech-softwa | 0% | +3.86% | Add |
| 46 | XLI | Ss Industrial Select Sector | 0% | — | Add |
| 47 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 48 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 49 | ORLY | O'reilly Automotive Inc | 0% | -0.52% | Trim |
| 50 | META | Meta Platforms Inc-class A | 0% | — | Trim |
According to official SEC Form 13F filings, Monetary Management Group Inc reported a total U.S. public equity portfolio value of $486.7M across 326 disclosed positions in Q4 2024.
During Q4 2024, Monetary Management Group Inc's top holdings by market value included AAPL (8.8%)、MSFT (7.8%)、NVDA (6.6%). The largest single position, AAPL, represented 8.8% of total portfolio value.
In Q4 2024, Monetary Management Group Inc made 116 total portfolio adjustments, initiating 4 new buys, adding to 41 positions, trimming 67 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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