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MONETARY MANAGEMENT GROUP INC 13F portfolio summary

MONETARY MANAGEMENT GROUP INC of MONETARY MANAGEMENT GROUP INC has 335 current stock holdings with a reported portfolio value of $486.7M. The portfolio 1 year return is +26.89%. Top holdings include NVDA (7.35%), AAPL (6.26%), MSFT (4.28%), AVGO (3.86%), LLY (3.64%).

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MONETARY MANAGEMENT GROUP INC

MONETARY MANAGEMENT GROUP INC
Latest filing: 2026-06-30

MONETARY MANAGEMENT GROUP INC runs MONETARY MANAGEMENT GROUP INC and currently holds 335 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $486.73M. Their top holdings are NVDA, AAPL, MSFT, AVGO, LLY. The top five represent 25.4% of reported portfolio weight. MONETARY MANAGEMENT GROUP INC ranks #396 out of 1000 investors tracked by Alpha Score. They added to 28 existing positions. They trimmed 56 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
NVDA7.4%
AAPL6.3%
MSFT4.3%
AVGO3.9%
LLY3.6%
Top 5: 25.4%
Portfolio Returns
1 Year
+26.89%
#429/1000
3 Year
+76.25%
#428/1000
5 Year
+84.53%
#388/1000

Portfolio Value

$486.73M

Alpha Score

63.9

#396 of 1000

Holdings

335

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335 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
Nvidia Corp Com
7.35%$16.00$214.76+1,242.25%
Trimmed
-1.25%
AAPL
Apple Inc Com
6.26%$39.21$309.35+688.96%
Trimmed
-13.04%
MSFT
Microsoft Corp Com
4.28%$73.20$483.24+560.16%
Trimmed
-20.07%
AVGO
Broadcom Inc Com
3.86%$44.20$368.45+733.60%
Trimmed
-0.78%
LLY
Lilly Eli & Co Com
3.64%$116.45$1,254.77+977.52%
Trimmed
-5.59%
GOOGL
Alphabet Inc Cl A
3.59%$90.33$344.82+281.73%
Added
+13.05%
LRCX
Lam Research Corp
3.15%$213.66$314.00+46.96%
Trimmed
-5.12%
MU
Micron Technology
2.72%$280.53$966.78+244.63%
Added
+10.12%
CAT
Caterpillar Inc.
1.83%$247.97$827.65+233.77%
Added
+8.21%
ABBV
Abbvie Inc Com
1.81%$76.16$265.01+247.96%
Added
+2.56%

Showing 1-10 of 335