Monetary Solutions, Ltd
Top Portfolio Positions
215 positions ·
$23,033,503 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
16,914 | $4,292,604 | 18.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,543 | $3,983,808 | 17.30% | |
| ABBV |
AbbVie Inc.
Healthcare
|
7,687 | $1,671,845 | 7.26% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,348 | $1,062,825 | 4.61% | |
| FLS |
Flowserve Corp
Industrials
|
12,840 | $943,868 | 4.10% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,515 | $874,427 | 3.80% | |
| MSFT |
Microsoft Corp
Technology
|
1,525 | $564,509 | 2.45% | |
| ABT |
Abbott Laboratories
Healthcare
|
5,235 | $537,477 | 2.33% | |
| EMR |
Emerson Electric Co
Industrials
|
3,702 | $485,036 | 2.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
728 | $473,447 | 2.06% |
Portfolio Trend
2 quarters · across all stocks
Holdings in EVO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212 | 85 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $261 | 85 | Shares | Sole | 2026-02-23 | |
| No 13F history on record for this holder in this stock. | ||||||