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CIK: 0001133014
Total reported value
$486.7M
$486.7M
323 檔
20.7%
As reported in its official Q1 2025 Form 13F filing, Monetary Management Group Inc's tracked investment portfolio stood at $486.7M with 323 total positions.
In Q1 2025, Monetary Management Group Inc displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 323 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.10% | -1.07% | -0.23% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.24% | -1.90% | +0.22% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.56% | -0.19% | +0.23% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.66% | +0.20% | -0.52% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | -0.57% | -0.73% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 2.41% | -0.13% | -0.51% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.32% | +0.15% | -2.72% | |
| 8 | ✓ | Stock-Other | 2.30% | — | -0.70% | ||
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.11% | +0.62% | +1.05% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.06% | +0.03% | -0.55% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | -0.10% | +0.39% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.36% | +0.07% | -8.80% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -0.12% | +0.30% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.18% | -0.14% | +0.36% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.16% | +0.02% | -3.89% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | +0.14% | +0.96% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.08% | -0.19% | +0.36% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.21% | -2.28% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | -0.03% | +0.50% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.92% | -0.09% | +9.29% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.36% | -0.17% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | -0.15% | — | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.87% | +0.43% | +16.62% | |
| 24 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.87% | — | +0.46% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.17% | -0.35% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.08% | — | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.08% | -2.80% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 0.77% | -0.13% | +0.39% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.77% | +0.03% | +11.84% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.77% | +0.06% | +1.23% | |
| 31 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.75% | -0.08% | — | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.73% | +0.52% | -19.70% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.72% | -0.07% | +0.87% | |
| 34 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.71% | -0.03% | — | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.69% | +0.72% | -0.66% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.09% | +3.27% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.63% | -0.13% | +69.73% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.03% | -0.48% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.12% | — | |
| 40 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.53% | -0.29% | -5.58% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.10% | — | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.51% | -0.04% | — | |
| 43 | ✓ | Stock-Other | 0.50% | — | +1.53% | ||
| 44 | ✓ | Stock-Other | 0.50% | — | +968.85% | ||
| 45 | OKE | Oneok Inc | Stock-Energy | 0.48% | -0.09% | -1.10% | |
| 46 | WMB | Williams Cos Inc | Stock-Energy | 0.48% | -0.13% | -27.96% | |
| 47 | ✓ | Stock-Other | 0.47% | — | -4.15% | ||
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.05% | +36.93% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.45% | -0.04% | -5.17% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.45% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | HD | Home Depot Inc | — | NEW | New buy |
| 7 | AVGO | Broadcom Inc | — | NEW | New buy |
| 8 | ✓ | — | NEW | New buy | |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | ABBV | Abbvie Inc | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 13 | MA | Mastercard Inc - A | — | NEW | New buy |
| 14 | AMGN | Amgen Inc | — | NEW | New buy |
| 15 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 16 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 17 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 18 | PEP | Pepsico Inc | — | NEW | New buy |
| 19 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 20 | ORCL | Oracle CORP | — | NEW | New buy |
| 21 | CVX | Chevron CORP | — | NEW | New buy |
| 22 | ABT | Abbott Laboratories | — | NEW | New buy |
| 23 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 24 | LRCXEUR | Lam Research CORP | — | NEW | New buy |
| 25 | WMT | Walmart Inc | — | NEW | New buy |
| 26 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | SYK | Stryker CORP | — | NEW | New buy |
| 29 | DVY | Ishares Select Dividend ETF | — | NEW | New buy |
| 30 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 31 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 32 | CAT | Caterpillar Inc | — | NEW | New buy |
| 33 | PM | Philip Morris International | — | NEW | New buy |
| 34 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 35 | KLAC | Kla CORP | — | NEW | New buy |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 37 | RTX | Rtx CORP | — | NEW | New buy |
| 38 | TSLA | Tesla Inc | — | NEW | New buy |
| 39 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 40 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 41 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 42 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 43 | ✓ | — | NEW | New buy | |
| 44 | ✓ | — | NEW | New buy | |
| 45 | OKE | Oneok Inc | — | NEW | New buy |
| 46 | WMB | Williams Cos Inc | — | NEW | New buy |
| 47 | ✓ | — | NEW | New buy | |
| 48 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 49 | DE | Deere & Co | — | NEW | New buy |
| 50 | ADP | Automatic Data Processing | — | NEW | New buy |
According to official SEC Form 13F filings, Monetary Management Group Inc reported a total U.S. public equity portfolio value of $486.7M across 323 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 20.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $30.0M
During Q1 2025, Monetary Management Group Inc's top holdings by market value included AAPL (8.1%)、MSFT (7.2%)、NVDA (5.6%). The largest single position, AAPL, represented 8.1% of total portfolio value.
In Q1 2025, Monetary Management Group Inc made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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