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| Happy Holidays!! thanks for using AUM13F!! |
| Mount Vernon Associates Inc
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| CRD # | 107099 |
| SEC # | 801-26821 |
| CIK # | 0000799003 |
| AUM | $234.4 M (2025-02-07) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 410-377-9780 |
| Address | 575 S Charles Street, Ste 401 Baltimore, MD 21201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 4.0 | ||
| Uber Technologies Inc | 3.7 | ||
| Tractor Supply Co /DE/ | 3.6 | ||
| Affirm Holdings Inc | 3.0 | ||
| CSX Corp | 2.9 | ||
| General Electric Co | 2.9 | ||
| Cisco Systems Inc | 2.9 | ||
| Schwab Charles Corp | 2.8 | ||
| Honeywell International Inc | 2.7 | ||
| PPL Corp | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 9.7 |
| (b) Individuals (high net worth individuals) | 39 | 149.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 47.6 |
| (h) Charitable organizations | 7 | 27.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 126 | 234.4 |
| By Discretionary | ||
| Discretionary | 126 | 234.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 126 | 234.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.4 | |
| Total | 126 | 234.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000799003] |
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