MONETARY MANAGEMENT GROUP INC
Top Portfolio Positions
266 positions ·
$372,219,036 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
181,095 | $31,582,968 | 8.49% | |
| AAPL |
Apple Inc.
Technology
|
121,002 | $30,709,097 | 8.25% | |
| MSFT |
Microsoft Corp
Technology
|
69,901 | $25,875,253 | 6.95% | |
| AVGO |
Broadcom Inc.
Technology
|
50,130 | $15,515,736 | 4.17% | |
| LLY |
ELI LILLY & Co
Healthcare
|
15,650 | $14,394,400 | 3.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,260 | $12,439,845 | 3.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
46,370 | $9,657,479 | 2.59% | |
| LRCX |
Lam Research Corp
Technology
|
37,290 | $7,967,381 | 2.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
13,845 | $7,921,139 | 2.13% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
22,670 | $7,455,936 | 2.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $844,520 | 21,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $749,890 | 20,500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $752,780 | 19,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $593,352 | 16,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,780 | 7,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $190,140 | 6,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $196,860 | 6,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $163,920 | 6,000 | Shares | Sole | 2024-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||