MOUNT VERNON ASSOCIATES INC /MD/

BALTIMORE, MD · CIK 799003 · 13F filing filed 2025-01-14

SEC-registered investment adviser since 1986 · corporation

Assets managed$232.5m
Staff3 · 2 in investment roles
Main clients (by assets)High net worth individuals 63%, Pension plans 23%, Charities 9%
Websitemtvernonassoc.us
Form ADV · 2026-02-18SEC adviser record

Kindwealth
Others nearbyBaltimore, MD

$128.3m reported value +1.8% vs Q3 2024

50positions

62.2%in top 10

0 new 12 added 14 reduced 3 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	63,042	$15.8m12.31%	12.31%	Reduced -320	-320 -0.5%
2	MICROSOFT CORP COM MSFT	MSFT	24,597	$10.4m8.08%	8.08%	Added +12	+12 0.1%
3	AMAZON COM INC COM AMZN	AMZN	44,130	$9.7m7.55%	7.55%	Reduced -348	-348 -0.8%
4	COSTCO WHSL CORP NEW COM COST	COST	10,093	$9.2m7.21%	7.21%	Reduced -14	-14 -0.1%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	42,298	$8.1m6.28%	6.28%	Added +8	+8 0.0%
6	META PLATFORMS INC CL A META	META	13,595	$8.0m6.20%	6.20%	Reduced -24	-24 -0.2%
7	JPMORGAN CHASE & CO COM JPM	JPM	24,912	$6.0m4.65%	4.65%	Reduced -155	-155 -0.6%
8	AMERICAN EXPRESS CO COM AXP	AXP	18,317	$5.4m4.24%	4.24%	Reduced -24	-24 -0.1%
9	BANK AMERICA CORP COM BAC	BAC	84,319	$3.7m2.89%	2.89%	Added +100	+100 0.1%
10	TRACTOR SUPPLY CO COM TSCO	TSCO	67,220	$3.6m2.78%	2.78%	Added +300	+300 0.5%
11	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	7,235	$3.2m2.52%	2.52%	Reduced -100	-100 -1.4%
12	CSX CORP COM CSX	CSX	100,000	$3.2m2.52%	2.52%	Reduced -25.7k	-25,652 -20.4%
13	TESLA INC COM TSLA	TSLA	7,305	$3.0m2.30%	2.30%	Added +25	+25 0.3%
14	HONEYWELL INTL INC COM COM		11,409	$2.6m2.01%	2.01%	Unchanged
15	CISCO SYS INC COM CSCO	CSCO	41,055	$2.4m1.89%	1.89%	Unchanged
16	DELTA AIR LINES INC DEL COM NEW DAL	DAL	39,700	$2.4m1.87%	1.87%	Unchanged
17	UBER TECHNOLOGIES INC COM UBER	UBER	39,160	$2.4m1.84%	1.84%	Reduced -300	-300 -0.8%
18	SCHWAB CHARLES CORP COM SCHW	SCHW	30,100	$2.2m1.74%	1.74%	Unchanged
19	PPL CORP COM PPL	PPL	65,175	$2.1m1.65%	1.65%	Added +200	+200 0.3%
20	TREX CO INC COM TREX	TREX	29,250	$2.0m1.57%	1.57%	Unchanged
21	STARBUCKS CORP COM SBUX	SBUX	21,959	$2.0m1.56%	1.56%	Added +27	+27 0.1%
22	TEXAS INSTRS INC COM TXN	TXN	10,325	$1.9m1.51%	1.51%	Unchanged
23	GENERAL ELECTRIC CO COM COM		11,386	$1.9m1.48%	1.48%	Added +8	+8 0.1%
24	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	30,879	$1.7m1.36%	1.36%	Unchanged
25	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	17,754	$1.4m1.08%	1.08%	Unchanged
26	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,505	$1.2m0.94%	0.94%	Unchanged
27	PFIZER INC COM PFE	PFE	39,713	$1.1m0.82%	0.82%	Added +100	+100 0.2%
28	AIRBNB INC COM CL A ABNB	ABNB	7,875	$1.0m0.81%	0.81%	Reduced -690	-690 -8.1%
29	INTEL CORP COM INTC	INTC	49,162	$986.0k0.77%	0.77%	Added +850	+850 1.8%
30	ENPHASE ENERGY INC COM ENPH	ENPH	12,160	$835.0k0.65%	0.65%	Added +105	+105 0.9%
31	VERIZON COMMUNICATIONS INC COM VZ	VZ	19,922	$797.0k0.62%	0.62%	Unchanged
32	HARTFORD INSURANCE GROUP INC COM HIG	HIG	7,059	$772.0k0.60%	0.60%	Unchanged
33	AT&T INC COM T	T	33,359	$760.0k0.59%	0.59%	Unchanged
34	ELI LILLY & CO COM LLY	LLY	940	$726.0k0.57%	0.57%	Unchanged
35	DU PONT E I DE NEMOURS & CO COM COM		9,432	$719.0k0.56%	0.56%	Unchanged
36	AFFIRM HLDGS INC COM CL A AFRM	AFRM	11,600	$706.0k0.55%	0.55%	Added +3.6k	+3,600 45.0%
37	CITIGROUP INC COM NEW C	C	8,770	$617.0k0.48%	0.48%	Unchanged
38	EXXON MOBIL CORP COM XOM	XOM	4,472	$481.0k0.37%	0.37%	Unchanged
39	WYNDHAM HOTELS & RESORTS INC COM WH	WH	4,228	$426.0k0.33%	0.33%	Unchanged
40	NVR INC COM NVR	NVR	50	$409.0k0.32%	0.32%	Unchanged
41	INTERNATIONAL PAPER CO COM IP	IP	7,200	$388.0k0.30%	0.30%	Reduced -68	-68 -0.9%
42	CAPITAL ONE FINL CORP COM COF	COF	2,050	$366.0k0.29%	0.29%	Unchanged
43	CATERPILLAR INC COM CAT	CAT	950	$345.0k0.27%	0.27%	Unchanged
44	ISHARES TR CORE S&P500 ETF IVV	IVV	513	$302.0k0.24%	0.24%	Reduced -208	-208 -28.9%
45	JOHNSON & JOHNSON COM JNJ	JNJ	1,940	$281.0k0.22%	0.22%	Unchanged
46	DOW CHEM CO COM COM		6,782	$272.0k0.21%	0.21%	Reduced -300	-300 -4.2%
47	PNC FINL SVCS GROUP INC COM PNC	PNC	1,380	$266.0k0.21%	0.21%	Unchanged
48	PROCTER AND GAMBLE CO COM PG	PG	1,428	$239.0k0.19%	0.19%	Unchanged
49	Telkonet, Inc. COM TKOI	TKOI	1,190,500	$2.0k0.00%	0.00%	Reduced -194.4k	-194,400 -14.0%
50	Yogaworks, Inc. COM YOGAQ	YOGAQ	93,500	$00.00%	0.00%	Unchanged

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
SOUTHWEST AIRLS CO LUV	LUV	29,400	$871.0k29.4k shares
PAYPAL HLDGS INC PYPL	PYPL	10,572	$825.0k10.6k shares
MICRON TECHNOLOGY INC MU	MU	2,100	$218.0k2.1k shares