MONETARY MANAGEMENT GROUP INC
CIK: 0001133014SEC EDGAR →
Portfolio Value
$323K
Holdings
325
As of
Q4 2025
New Positions
8
Closed Positions
12
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corp. | 185,450 | $34K | 10.53% |
| 2 | Apple Inc. | 121,527 | $33K | 10.22% |
| 3 | Microsoft Corp | 69,671 | $33K | 10.22% |
| 4 | Eli Lilly And Co. | 15,955 | $17K | 5.26% |
| 5 | Broadcom Inc. | 49,885 | $17K | 5.26% |
| 6 | Alphabet Inc (A) | 42,870 | $13K | 4.02% |
| 7 | Amazon.Com Inc. | 46,315 | $10K | 3.10% |
| 8 | Meta Platforms Inc. | 13,805 | $9K | 2.79% |
| 9 | Home Depot Inc | 22,720 | $7K | 2.17% |
| 10 | J P Morgan/Chase | 24,225 | $7K | 2.17% |
Quarterly Changes
Top Buys
New Positions (16)
$0 · 1K shares
$0 · 101 shares
$0 · 45 shares
$0 · 177 shares
$0 · 362 shares
$0 · 941 shares
$0 · 3K shares
Etf Series Solutions Defiance Drone And Mo
$0 · 7K shares
$0 · 7K shares
$0 · 5K shares
Electro Optic Systems Holdings
$0 · 5K shares
$0 · 6K shares
$0 · 4K shares
$0 · 500 shares
$0 · 200 shares
$0 · 2K shares
Closed Positions (15)
$552K · 9K shares
$421K · 6K shares
$371K · 3K shares
$363K · 2K shares
$166K · 2K shares
$125K · 400 shares
$61K · 750 shares
$38K · 500 shares
$32K · 250 shares
$28K · 150 shares
$26K · 150 shares
$19K · 1K shares
$17K · 876 shares
$15K · 200 shares
$11K · 200 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 41 | $144K | 44.6% |
| Healthcare | 28 | $39K | 12.1% |
| Financial Services | 72 | $35K | 10.8% |
| Consumer Cyclical | 16 | $27K | 8.4% |
| Communication Services | 8 | $23K | 7.1% |
| Unknown | 34 | $21K | 6.5% |
| Industrials | 41 | $14K | 4.3% |
| Consumer Defensive | 17 | $10K | 3.1% |
| Energy | 20 | $7K | 2.2% |
| Basic Materials | 15 | $2K | 0.6% |
| Utilities | 19 | $1K | 0.3% |
| Real Estate | 14 | $0 | 0.0% |