Filed: 8/14/2025ACC: 0001214659-25-012119
📋 What this filing means
MONETARY MANAGEMENT GROUP INC filed this quarterly 13F‑HR report disclosing 329 equity positions with a total reported market value of $406.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
329
Positions
$406.29M
Total AUM (reported)
2.85M
Total Shares
Allocation by class
COM$406.29M100.0%
Portfolio Concentration
Top 3$92.80M22.8%
4–10$74.53M18.3%
11–25$63.15M15.5%
Rest$175.81M43.3%
Top 3 weight
22.8%
Top 10 weight
41.2%
Voting Authority Distribution
Total shares with voting rights: 2.85M
Sole
Full voting authority
2.85M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole329
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings329
Rows:
Microsoft Corp
SOLEShares71K
TypeSH
Market value$35.32M
8.69%
Sole
71K
Shared
0.00
None
0.00
Nvidia Corp.
SOLEShares191.09K
TypeSH
Market value$30.19M
7.43%
Sole
191.09K
Shared
0.00
None
0.00
Apple Inc.
SOLEShares133.04K
TypeSH
Market value$27.30M
6.72%
Sole
133.04K
Shared
0.00
None
0.00
Broadcom Inc.
SOLEShares51.73K
TypeSH
Market value$14.26M
3.51%
Sole
51.73K
Shared
0.00
None
0.00
Eli Lilly And Co.
SOLEShares16.28K
TypeSH
Market value$12.69M
3.12%
Sole
16.28K
Shared
0.00
None
0.00
Amazon.Com Inc.
SOLEShares52.01K
TypeSH
Market value$11.41M
2.81%
Sole
52.01K
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares14.79K
TypeSH
Market value$10.92M
2.69%
Sole
14.79K
Shared
0.00
None
0.00
Alphabet Inc (A)
SOLEShares50.60K
TypeSH
Market value$8.92M
2.19%
Sole
50.60K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares24.27K
TypeSH
Market value$8.90M
2.19%
Sole
24.27K
Shared
0.00
None
0.00
J P Morgan/Chase
SOLEShares25.65K
TypeSH
Market value$7.44M
1.83%
Sole
25.65K
Shared
0.00
None
0.00
Abbvie lnc.
SOLEShares36.37K
TypeSH
Market value$6.75M
1.66%
Sole
36.37K
Shared
0.00
None
0.00
I Shares Tr Russell 1000 Growth Index
SOLEShares13.91K
TypeSH
Market value$5.91M
1.45%
Sole
13.91K
Shared
0.00
None
0.00
Mastercard Inc. (A)
SOLEShares8.49K
TypeSH
Market value$4.77M
1.17%
Sole
8.49K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares21.80K
TypeSH
Market value$4.77M
1.17%
Sole
21.80K
Shared
0.00
None
0.00
I Shares Russell 1000 Value Index
SOLEShares22.70K
TypeSH
Market value$4.41M
1.09%
Sole
22.70K
Shared
0.00
None
0.00
Costco Whsl Corp
SOLEShares4.23K
TypeSH
Market value$4.19M
1.03%
Sole
4.23K
Shared
0.00
None
0.00
CrowdStrike Holdings
SOLEShares8.14K
TypeSH
Market value$4.15M
1.02%
Sole
8.14K
Shared
0.00
None
0.00
Lam Research Corp.
SOLEShares42.28K
TypeSH
Market value$4.12M
1.01%
Sole
42.28K
Shared
0.00
None
0.00
Amgen Inc.
SOLEShares14.10K
TypeSH
Market value$3.94M
0.97%
Sole
14.10K
Shared
0.00
None
0.00
Visa Inc. (A)
SOLEShares10.17K
TypeSH
Market value$3.61M
0.89%
Sole
10.17K
Shared
0.00
None
0.00
KLA Corporation
SOLEShares3.77K
TypeSH
Market value$3.38M
0.83%
Sole
3.77K
Shared
0.00
None
0.00
Wal Mart Stores, Inc.
SOLEShares34.48K
TypeSH
Market value$3.37M
0.83%
Sole
34.48K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares24.60K
TypeSH
Market value$3.35M
0.82%
Sole
24.60K
Shared
0.00
None
0.00
Pepsico Inc
SOLEShares24.78K
TypeSH
Market value$3.27M
0.81%
Sole
24.78K
Shared
0.00
None
0.00
Caterpillar Inc.
SOLEShares8.21K
TypeSH
Market value$3.19M
0.78%
Sole
8.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 71K | SH | $35.32M 8.69% | 71K | 0.00 | 0.00 |
Nvidia Corp.SOLE | COM | 191.09K | SH | $30.19M 7.43% | 191.09K | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 133.04K | SH | $27.30M 6.72% | 133.04K | 0.00 | 0.00 |
Broadcom Inc.SOLE | COM | 51.73K | SH | $14.26M 3.51% | 51.73K | 0.00 | 0.00 |
Eli Lilly And Co.SOLE | COM | 16.28K | SH | $12.69M 3.12% | 16.28K | 0.00 | 0.00 |
Amazon.Com Inc.SOLE | COM | 52.01K | SH | $11.41M 2.81% | 52.01K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 14.79K | SH | $10.92M 2.69% | 14.79K | 0.00 | 0.00 |
Alphabet Inc (A)SOLE | COM | 50.60K | SH | $8.92M 2.19% | 50.60K | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 24.27K | SH | $8.90M 2.19% | 24.27K | 0.00 | 0.00 |
J P Morgan/ChaseSOLE | COM | 25.65K | SH | $7.44M 1.83% | 25.65K | 0.00 | 0.00 |
Abbvie lnc.SOLE | COM | 36.37K | SH | $6.75M 1.66% | 36.37K | 0.00 | 0.00 |
I Shares Tr Russell 1000 Growth IndexSOLE | COM | 13.91K | SH | $5.91M 1.45% | 13.91K | 0.00 | 0.00 |
Mastercard Inc. (A)SOLE | COM | 8.49K | SH | $4.77M 1.17% | 8.49K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 21.80K | SH | $4.77M 1.17% | 21.80K | 0.00 | 0.00 |
I Shares Russell 1000 Value IndexSOLE | COM | 22.70K | SH | $4.41M 1.09% | 22.70K | 0.00 | 0.00 |
Costco Whsl CorpSOLE | COM | 4.23K | SH | $4.19M 1.03% | 4.23K | 0.00 | 0.00 |
CrowdStrike HoldingsSOLE | COM | 8.14K | SH | $4.15M 1.02% | 8.14K | 0.00 | 0.00 |
Lam Research Corp.SOLE | COM | 42.28K | SH | $4.12M 1.01% | 42.28K | 0.00 | 0.00 |
Amgen Inc.SOLE | COM | 14.10K | SH | $3.94M 0.97% | 14.10K | 0.00 | 0.00 |
Visa Inc. (A)SOLE | COM | 10.17K | SH | $3.61M 0.89% | 10.17K | 0.00 | 0.00 |
KLA CorporationSOLE | COM | 3.77K | SH | $3.38M 0.83% | 3.77K | 0.00 | 0.00 |
Wal Mart Stores, Inc.SOLE | COM | 34.48K | SH | $3.37M 0.83% | 34.48K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 24.60K | SH | $3.35M 0.82% | 24.60K | 0.00 | 0.00 |
Pepsico IncSOLE | COM | 24.78K | SH | $3.27M 0.81% | 24.78K | 0.00 | 0.00 |
Caterpillar Inc.SOLE | COM | 8.21K | SH | $3.19M 0.78% | 8.21K | 0.00 | 0.00 |
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