|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Mount Vernon Associates Inc
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0000799003 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Bank of America Corp /DE/ | 4.0 | |
| Uber Technologies Inc | 3.7 | |
| Tractor Supply Co /DE/ | 3.6 | |
| Affirm Holdings Inc | 3.0 | |
| CSX Corp | 2.9 | |
| General Electric Co | 2.9 | |
| Cisco Systems Inc | 2.9 | |
| Schwab Charles Corp | 2.8 | |
| Honeywell International Inc | 2.7 | |
| PPL Corp | 2.2 | |
| Texas Instruments Inc | 2.2 | |
| Starbucks Corp | 2.0 | |
| Delta Air Lines Inc | 2.0 | |
| Tesla Motors Inc | 1.8 | |
| International Business Machines Corp | 1.6 | |
| TREX Co Inc | 1.6 | |
| Bristol Myers Squibb Co | 1.4 | |
| GE Healthcare Technologies Inc | 1.3 | |
| Airbnb Inc | 1.2 | |
| Intel Corp | 1.1 | |
| Pfizer Inc | 1.1 | |
| AT&T Inc | 0.9 | |
| Verizon Communications Inc | 0.9 | |
| Hartford Financial Services Group Inc/DE | 0.8 | |
| Lilly Eli & Co | 0.7 | |
| Citigroup Inc | 0.7 | |
| DowDupont Inc | 0.6 | |
| Enphase Energy Inc | 0.5 | |
| Exxon Mobil Corp | 0.5 | |
| Capital One Financial Corp | 0.4 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Foronjy Financial LLC
✚
|
CA | 0.2 |
|
Alchemi Wealth LLC
✚
|
CT | 0.2 |
|
Alpha Analytics Investment Group LLC
✚
|
CA | 0.2 |
|
Alliance Wealth Management Partners LLC
✚
|
TN | 0.2 |
|
Silver Lake Capital Partners LLC
✚
|
TX | 0.2 |
|
Cypress Capital Wealth Management LLC
✚
|
MI | 0.2 |
|
Checks & Balances Inc
✚
|
GA | 0.2 |
|
Kaizen Financial Strategies LLC
✚
|
CA | 0.2 |
|
True Vision MN LLC
✚
|
MN | 0.2 |
|
Prospect Hill Management LLC
✚
|
0.2 |