Moloney Securities Asset Management, LLC Incresed Positions in Q3 2025

Moloney Securities Asset Management, LLC

  • $787 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
49.7K
+ 579.4%
$171.38 - $197.01 $8.51M - $9.78M
58.2K $11.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.5K
+ 41.65%
$546.99 - $602.2 $6.83M - $7.52M
42.5K $25.5M
IYF
Ishares Tr

ETFs
69.4K
+ 1708.12%
$119.89 - $127.16 $8.32M - $8.82M
73.4K $9.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
62.5K
+ 301.68%
$108.97 - $121.65 $6.81M - $7.61M
83.2K $10M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.4K
+ 61.06%
$617.65 - $666.84 $6.41M - $6.92M
27.4K $18.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.1K
+ 280.9%
$567.77 - $614.76 $6.33M - $6.85M
15.1K $9.26M
EFA
Ishares Tr Msci Eafe ETF

ETFs
71.5K
+ 384.37%
$87.29 - $93.61 $6.24M - $6.69M
90.1K $8.41M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
82.2K
+ 186.58%
$53.81 - $57.52 $4.42M - $4.73M
126K $7.26M
GOOGL
Alphabet Inc.

Communication Services
303
+ 0.51%
$174.36 - $254.72 $52.8K - $77.2K
59.2K $14.4M
IEF
Ishares Barclays

ETFs
35.2K
+ 817.16%
$93.91 - $97.26 $3.31M - $3.43M
39.6K $3.82M
VCIT
Vanguard Intermediate Term Cor

ETFs
22.9K
+ 877.85%
$81.75 - $84.54 $1.88M - $1.94M
25.6K $2.15M
JPM
Jpmorgan Chase & CO

Financial Services
2.96K
+ 11.55%
$282.78 - $316.06 $836K - $935K
28.6K $9.01M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.67K
+ 8.66%
$72.65 - $78.68 $703K - $761K
121K $9.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2K
+ 29.28%
$420.11 - $472.68 $840K - $945K
8.83K $4.13M
UBER
Uber Technologies, Inc

Technology
9.73K
+ 36.79%
$86.91 - $99.57 $846K - $969K
36.2K $3.54M
ICSH
Blackrock Ultra Short Term Bon

ETFs
20.4K
+ 38.48%
$50.52 - $50.75 $1.03M - $1.04M
73.4K $3.73M
UNH
Unitedhealth Group Inc

Healthcare
2.15K
+ 24.9%
$237.77 - $353.61 $510K - $759K
10.8K $3.72M
HOOD
Robinhood Markets, Inc.

Technology
5.48K
+ 126.59%
$91.27 - $143.18 $501K - $785K
9.82K $1.41M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
16.4K
+ 12.9%
$59.81 - $60.11 $981K - $986K
144K $8.6M
XLU
Utilities Sector Spdr

ETFs
10.1K
+ 138.25%
$81.14 - $87.32 $821K - $883K
17.4K $1.52M
OMFL
Invesco Exchange Traded Self I

ETFs
14.3K
+ 105.91%
$57.41 - $60.45 $820K - $863K
27.8K $1.67M
MU
Micron Technology Inc

Technology
3.44K
+ 58.88%
$104.88 - $168.89 $361K - $582K
9.29K $1.55M
APP
App Lovin Corp

Technology
521
+ 51.79%
$335.1 - $718.54 $175K - $374K
1.53K $1.1M
LOW
Lowes Companies Inc

Consumer Cyclical
2.55K
+ 76.29%
$215.01 - $273.02 $549K - $697K
5.9K $1.48M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
5.35K
+ 7.23%
$64.14 - $69.37 $343K - $371K
79.4K $5.47M
ABBV
Abb Vie Inc.

Healthcare
201
+ 1.55%
$184.85 - $231.54 $37.2K - $46.5K
13.2K $3.05M
DG
Dollar General Corp

Consumer Defensive
6.95K
+ 93.75%
$101.86 - $116.32 $708K - $808K
14.4K $1.48M
NVO
Novo Nordisk A S

Healthcare
12.5K
+ 112.19%
$45.38 - $71.7 $569K - $898K
23.7K $1.32M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.72K
+ 36.8%
$50.47 - $50.74 $490K - $493K
36.1K $1.83M
ACN
Accenture PLC

Technology
2.66K
+ 68.98%
$232.56 - $304.78 $618K - $810K
6.51K $1.61M
AKAM
Akamai Technologies Inc

Technology
4.6K
+ 79.31%
N/A
10.4K $944K
TGT
Target Corp

Consumer Defensive
5.65K
+ 56.12%
$86.56 - $107.43 $489K - $607K
15.7K $1.41M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.07K
+ 44.92%
$55.15 - $58.11 $335K - $353K
19.6K $1.13M
FT
Franklin Universal Trust

Financial Services
8K
+ 1.17%
$7.61 - $8.04 $60.8K - $64.3K
691K $5.56M
CLX
Clorox CO

Consumer Defensive
2.51K
+ 26.5%
$117.67 - $131.43 $295K - $329K
12K $1.48M
ALLO
Allogene Therapeutics, Inc.

Healthcare
247K
+ 92.15%
$1.03 - $1.66 $254K - $409K
514K $637K
VZ
Verizon Communications Inc

Communication Services
5.82K
+ 9.46%
$40.84 - $45.06 $238K - $262K
67.4K $2.96M
VEA
Vanguard Ftse Developed Market

ETFs
3.73K
+ 15.18%
$56.02 - $60.3 $209K - $225K
28.3K $1.69M
XEL
Xcel Energy Inc

Utilities
439
+ 2.39%
$67.56 - $80.65 $29.7K - $35.4K
18.8K $1.52M
MO
Altria Group, Inc.

Consumer Defensive
24
+ 0.07%
$57.75 - $67.68 $1.39K - $1.62K
33.9K $2.24M
BKNG
Booking Holdings Inc.

Consumer Cyclical
63
+ 27.04%
$5364.25 - $5815.92 $338K - $366K
296 $1.6M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.07%
$410.74 - $499.21 $2.05K - $2.5K
6.8K $3.39M
VTV
Vanguard Value ETF

ETFs
718
+ 7.14%
$175.51 - $186.57 $126K - $134K
10.8K $2.01M
FAST
Fastenal CO

Industrials
1.67K
+ 8.14%
$42.47 - $50.39 $70.7K - $83.9K
22.1K $1.08M
VGT
Vanguard Information Technolog

ETFs
45
+ 2.14%
$656.44 - $753.15 $29.5K - $33.9K
2.15K $1.61M
NVR
Nvr Inc

Consumer Cyclical
14
+ 9.79%
$7301.0 - $8543.0 $102K - $120K
157 $1.26M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.04K
+ 11.0%
$30.06 - $36.69 $61.4K - $75K
20.6K $757K
NOC
Northrop Grumman Corp

Industrials
49
+ 3.22%
$498.9 - $609.32 $24.4K - $29.9K
1.57K $956K
RSP
Invesco S&P 500 Equal Weight E

ETFs
216
+ 1.16%
$181.56 - $190.33 $39.2K - $41.1K
18.9K $3.59M
Activity Summary
Buys All Purchases 204 New Holdings 50 Increased Positions 154 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Moloney Securities Asset Management, LLC Portfolio

Follow Moloney Securities Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moloney Securities Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moloney Securities Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email