Monetary-Management-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
323
Total Value
369886793
Accession Number
0001214659-25-007559
Form Type
13F-HR
Manager Name
Monetary-Management-Group
Data Enrichment
91% identified
294 identified29 unidentified

Holdings

323 positions • $369.9M total value
Manager:
Search and click to pin securities to the top
Page 2 of 17
CHEVRON CORP
Shares:20.2K
Value:$3.4M
% of Portfolio:0.9% ($3.4M/$369.9M)
ABBOTT LABORATORIES
Shares:24.6K
Value:$3.3M
% of Portfolio:0.9% ($3.3M/$369.9M)
CrowdStrike Holdings, Inc.
Shares:9.1K
Value:$3.2M
% of Portfolio:0.9% ($3.2M/$369.9M)
512807108
Shares:44.0K
Value:$3.2M
% of Portfolio:0.9% ($3.2M/$369.9M)
Walmart Inc.
Shares:36.0K
Value:$3.2M
% of Portfolio:0.9% ($3.2M/$369.9M)
PROCTER & GAMBLE Co
Shares:17.1K
Value:$2.9M
% of Portfolio:0.8% ($2.9M/$369.9M)
JOHNSON & JOHNSON
Shares:17.4K
Value:$2.9M
% of Portfolio:0.8% ($2.9M/$369.9M)
STRYKER CORP
Shares:7.7K
Value:$2.9M
% of Portfolio:0.8% ($2.9M/$369.9M)
464287168
Shares:21.3K
Value:$2.9M
% of Portfolio:0.8% ($2.9M/$369.9M)
QUALCOMM INC/DE
Shares:18.6K
Value:$2.9M
% of Portfolio:0.8% ($2.9M/$369.9M)
O REILLY AUTOMOTIVE INC
Shares:1.9K
Value:$2.8M
% of Portfolio:0.7% ($2.8M/$369.9M)
CATERPILLAR INC
Shares:8.2K
Value:$2.7M
% of Portfolio:0.7% ($2.7M/$369.9M)
Philip Morris International Inc.
Shares:16.9K
Value:$2.7M
% of Portfolio:0.7% ($2.7M/$369.9M)
SHERWIN WILLIAMS CO
Shares:7.5K
Value:$2.6M
% of Portfolio:0.7% ($2.6M/$369.9M)
KLA CORP
Shares:3.8K
Value:$2.6M
% of Portfolio:0.7% ($2.6M/$369.9M)
BERKSHIRE HATHAWAY INC
Shares:4.7K
Value:$2.5M
% of Portfolio:0.7% ($2.5M/$369.9M)
RTX Corp
Shares:17.6K
Value:$2.3M
% of Portfolio:0.6% ($2.3M/$369.9M)
Tesla, Inc.
Shares:8.5K
Value:$2.2M
% of Portfolio:0.6% ($2.2M/$369.9M)
MCDONALDS CORP
Shares:6.6K
Value:$2.1M
% of Portfolio:0.6% ($2.1M/$369.9M)
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:9.3K
Value:$1.9M
% of Portfolio:0.5% ($1.9M/$369.9M)