Monetary Management Group Inc Reduced Holdings in Q1 2025

Monetary Management Group Inc

  • $368 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-311
- 0.23%
$209.68 - $247.1 $65.2K - $76.8K
135K $30M
AVGO
Broadcom Inc.

Technology
-1.44K
- 2.72%
$167.43 - $244.7 $240K - $351K
51.4K $8.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-385
- 0.73%
$190.26 - $242.06 $73.3K - $93.2K
52K $9.89M
TSLA
Tesla, Inc.

Consumer Cyclical
-41
- 0.48%
$222.15 - $428.22 $9.11K - $17.6K
8.5K $2.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.35K
- 8.8%
$360.07 - $417.26 $486K - $563K
14K $5.05M
CAT
Caterpillar Inc

Industrials
-2.02K
- 19.7%
$326.75 - $407.63 $658K - $821K
8.21K $2.71M
LMT
Lockheed Martin Corp

Industrials
-1.65K
- 53.62%
$423.19 - $506.29 $698K - $835K
1.43K $637K
CDNS
Cadence Design Systems Inc

Technology
-1.91K
- 38.37%
$233.96 - $324.52 $446K - $618K
3.06K $778K
HD
Home Depot, Inc.

Consumer Cyclical
-125
- 0.51%
$347.25 - $424.87 $43.4K - $53.1K
24.3K $8.91M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-680
- 38.05%
$634.14 - $744.83 $431K - $506K
1.11K $702K
WMB
Williams Companies, Inc.

Energy
-11.5K
- 27.96%
$54.02 - $61.09 $619K - $699K
29.5K $1.76M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-67
- 26.48%
$4295.4 - $5141.88 $288K - $345K
186 $856K
JEF
Jefferies Financial Group Inc.

Financial Services
-2.1K
- 20.19%
$52.22 - $81.31 $110K - $171K
8.3K $444K
CB
Chubb LTD

Financial Services
-1.54K
- 38.09%
$257.71 - $301.99 $396K - $464K
2.5K $753K
META
Meta Platforms, Inc.

Communication Services
-105
- 0.7%
$576.36 - $736.67 $60.5K - $77.4K
14.8K $8.52M
XLK
Technology Sector Spdr

ETFs
-175
- 2.34%
$206.38 - $242.18 $36.1K - $42.4K
7.3K $1.51M
XLY
Select Sector Spdr Consumer Di

ETFs
-200
- 2.9%
$192.6 - $233.2 $38.5K - $46.6K
6.71K $1.32M
JBHT
Hunt J B Transport Services Inc

Industrials
-1.2K
- 80.0%
$146.12 - $186.55 $175K - $224K
300 $44K
NKE
Nike, Inc.

Consumer Cyclical
-1.5K
- 19.35%
$63.29 - $81.72 $94.9K - $123K
6.25K $396K
DHR
Danaher Corp

Healthcare
-750
- 78.95%
$201.62 - $250.59 $151K - $188K
200 $41K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.25K
- 47.37%
$47.79 - $59.89 $108K - $135K
2.5K $125K
IWM
Ishares Russell 2000 ETF

ETFs
-112
- 1.85%
$198.1 - $229.79 $22.2K - $25.7K
5.94K $1.18M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-375
- 35.71%
$307.43 - $357.48 $115K - $134K
675 $208K
PEP
Pepsico Inc

Consumer Defensive
-600
- 2.28%
$142.64 - $156.42 $85.6K - $93.9K
25.7K $3.86M
IWR
Ishares Russell Mid Cap ETF

ETFs
-950
- 6.78%
$82.81 - $92.93 $78.7K - $88.3K
13.1K $1.11M
LHX
L3 Harris Technologies, Inc.

Industrials
-550
- 5.58%
$194.65 - $222.86 $107K - $123K
9.3K $1.95M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-50
- 2.56%
$468.34 - $539.52 $23.4K - $27K
1.9K $890K
WMT
Walmart Inc.

Consumer Defensive
-125
- 0.35%
$84.5 - $105.05 $10.6K - $13.1K
36K $3.16M
IWD
Ishares Russell 1000 Val ETF

ETFs
-923
- 3.89%
$182.82 - $196.21 $169K - $181K
22.8K $4.29M
GD
General Dynamics Corp

Industrials
-440
- 20.56%
$241.94 - $272.58 $106K - $120K
1.7K $463K
NI
Nisource Inc.

Utilities
-1.5K
- 76.73%
$35.57 - $41.23 $53.4K - $61.8K
455 $18K
STZ
Constellation Brands, Inc.

Consumer Defensive
-100
- 10.81%
$161.05 - $222.93 $16.1K - $22.3K
825 $151K
KMI
Kinder Morgan, Inc.

Energy
-2.5K
- 9.62%
$26.1 - $31.22 $65.3K - $78.1K
23.5K $670K
OKE
Oneok Inc

Energy
-200
- 1.1%
$89.57 - $109.85 $17.9K - $22K
18K $1.78M
XLC
Select Sector Spdr Tr Communic

ETFs
-400
- 5.93%
$94.84 - $105.31 $37.9K - $42.1K
6.35K $612K
CARR
Carrier Global Corp

Industrials
-375
- 18.07%
$62.07 - $70.55 $23.3K - $26.5K
1.7K $107K
INTC
Intel Corp

Technology
-5.1K
- 16.16%
$19.1 - $27.39 $97.4K - $140K
26.5K $600K
ADSK
Autodesk, Inc.

Technology
-125
- 55.56%
N/A
100 $24K
XLF
Financial Sector Spdr

ETFs
-1.53K
- 4.15%
$47.32 - $52.19 $72.2K - $79.6K
35.2K $1.75M
NEE
Nextera Energy Inc

Utilities
-100
- 0.67%
$66.96 - $76.16 $6.7K - $7.62K
14.9K $1.06M
TXN
Texas Instruments Inc

Technology
-100
- 5.15%
N/A
1.84K $358K
BSX
Boston Scientific Corp

Healthcare
-500
- 17.48%
$89.38 - $106.18 $44.7K - $53.1K
2.36K $238K
XLB
Select Sector Spdr Fd Material

ETFs
-300
- 4.35%
$83.19 - $90.99 $25K - $27.3K
6.6K $567K
VUG
Vanguard Growth ETF

ETFs
-15
- 12.0%
$369.1 - $427.61 $5.54K - $6.41K
110 $40K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-1.29K
- 2.48%
$11.96 - $13.56 $15.4K - $17.5K
50.8K $651K
SCHW
Schwab Charles Corp

Financial Services
-150
- 18.75%
$71.24 - $83.64 $10.7K - $12.5K
650 $50K
MU
Micron Technology Inc

Technology
-200
- 4.55%
$86.89 - $109.38 $17.4K - $21.9K
4.2K $364K
OTIS
Otis Worldwide Corp

Industrials
-87
- 14.6%
$90.77 - $104.01 $7.9K - $9.05K
509 $52K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-250
- 14.49%
$9.19 - $12.93 $2.3K - $3.23K
1.48K $16K
Activity Summary
Buys All Purchases 80 New Holdings 8 Increased Positions 72 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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