Moloney Securities Asset Management, LLC Incresed Positions in Q3 2024

Moloney Securities Asset Management, LLC

  • $714 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
83.1K
+ 1045.92%
$75.32 - $84.37 $6.26M - $7.01M
91K $7.61M
NVDA
Nvidia Corp

Technology
21.4K
+ 18.65%
$98.91 - $134.91 $2.12M - $2.89M
136K $16.5M
IDU
Ishares Tr U S Utils ETF

ETFs
3.16K
+ 3.94%
$87.2 - $102.21 $275K - $323K
83.4K $8.51M
TSCO
Tractor Supply CO

Consumer Cyclical
3.73K
+ 482.15%
$251.95 - $290.93 $939K - $1.08M
4.5K $1.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
367
+ 1.27%
$517.38 - $573.86 $190K - $211K
29.2K $16.8M
GLW
Corning Inc

Technology
13.3K
+ 19.91%
$37.76 - $46.2 $500K - $612K
79.8K $3.6M
HD
Home Depot, Inc.

Consumer Cyclical
591
+ 4.92%
$333.64 - $405.2 $197K - $239K
12.6K $5.1M
MCD
Mcdonalds Corp

Consumer Cyclical
1.12K
+ 8.96%
$245.82 - $304.51 $275K - $341K
13.6K $4.14M
IYF
Ishares Tr

ETFs
2K
+ 2.49%
$93.83 - $105.05 $187K - $210K
82.3K $8.55M
LLY
Eli Lilly & CO

Healthcare
1.18K
+ 21.97%
$772.14 - $960.02 $910K - $1.13M
6.54K $5.79M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
13.5K
+ 17.7%
$59.61 - $60.15 $803K - $811K
89.6K $5.37M
TFLO
Ishares Treasury Floating Rate

ETFs
14.7K
+ 182.74%
$50.42 - $50.66 $741K - $745K
22.7K $1.15M
ACGL
Arch Capital Group Ltd.

Financial Services
4.21K
+ 17.59%
$94.47 - $114.25 $397K - $480K
28.1K $3.14M
ORCL
Oracle Corp

Technology
3.01K
+ 52.14%
$125.9 - $170.35 $379K - $513K
8.79K $1.5M
ABBV
Abb Vie Inc.

Healthcare
554
+ 2.54%
$163.84 - $199.33 $90.8K - $110K
22.3K $4.41M
NEE
Nextera Energy Inc

Utilities
488
+ 1.08%
$69.9 - $84.97 $34.1K - $41.5K
45.6K $3.86M
ADBE
Adobe Inc.

Technology
1.7K
+ 28.89%
$508.13 - $586.55 $861K - $994K
7.56K $3.92M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
30.4K
+ 66.0%
$14.15 - $17.51 $430K - $532K
76.4K $1.31M
SHOP
Shopify Inc.

Technology
430
+ 1.01%
$52.26 - $80.75 $22.5K - $34.7K
43.1K $3.45M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.51K
+ 29.27%
$332.02 - $382.76 $500K - $576K
6.65K $2.5M
CB
Chubb LTD

Financial Services
1.91K
+ 97.89%
$252.51 - $292.2 $481K - $557K
3.85K $1.11M
USB
Us Bancorp \De\

Financial Services
7.15K
+ 18.31%
$39.04 - $47.23 $279K - $338K
46.2K $2.11M
CGDV
Capital Group Divid Value ETF

ETFs
13.3K
+ 64.93%
$32.96 - $36.48 $440K - $487K
33.9K $1.24M
FT
Franklin Universal Trust

Financial Services
7.16K
+ 1.09%
$6.79 - $7.58 $48.6K - $54.3K
661K $5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.14K
+ 9.19%
$57.32 - $62.65 $295K - $322K
61.1K $3.81M
PGR
Progressive Corp

Financial Services
585
+ 7.03%
$209.46 - $259.24 $123K - $152K
8.91K $2.26M
NVR
Nvr Inc

Consumer Cyclical
32
+ 35.96%
$7421.51 - $9811.8 $237K - $314K
121 $1.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
226
+ 0.51%
$434.77 - $502.96 $98.3K - $114K
44.1K $21.5M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
11.3K
+ 12.62%
$40.28 - $40.8 $457K - $463K
101K $4.13M
GILD
Gilead Sciences, Inc.

Healthcare
1.33K
+ 5.38%
$66.59 - $83.99 $88.3K - $111K
26K $2.18M
MCO
Moodys Corp

Financial Services
661
+ 21.84%
$421.49 - $494.67 $279K - $327K
3.69K $1.75M
MDT
Medtronic PLC

Healthcare
958
+ 2.87%
$76.84 - $91.03 $73.6K - $87.2K
34.4K $3.1M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.15K
+ 3.12%
$84.81 - $93.54 $183K - $201K
71.3K $6.55M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
745
+ 1.0%
$75.88 - $83.21 $56.5K - $62K
75.3K $6.27M
CLX
Clorox CO

Consumer Defensive
1.14K
+ 11.88%
$131.73 - $166.97 $151K - $191K
10.8K $1.75M
CCI
Crown Castle International Corp

Real Estate
1.04K
+ 6.97%
$95.29 - $120.24 $99.1K - $125K
16K $1.89M
VDC
Vanguard Consumer Staples ETF

ETFs
1.73K
+ 45.12%
$201.77 - $221.32 $348K - $382K
5.55K $1.21M
CRM
Salesforce, Inc.

Technology
1.19K
+ 23.46%
$238.42 - $276.53 $284K - $329K
6.26K $1.71M
CSCO
Cisco Systems, Inc.

Technology
642
+ 0.98%
$44.74 - $53.22 $28.7K - $34.2K
66.1K $3.52M
PNC
Pnc Financial Services Group, Inc.

Financial Services
570
+ 5.71%
$156.14 - $187.2 $89K - $107K
10.5K $1.95M
OTEX
Open Text Corp

Technology
3.91K
+ 5.11%
$28.49 - $33.63 $111K - $131K
80.4K $2.68M
NOW
Service Now, Inc.

Technology
168
+ 8.54%
$730.87 - $937.36 $123K - $157K
2.14K $1.91M
D
Dominion Energy, Inc

Utilities
2.02K
+ 7.3%
$48.01 - $58.53 $97.2K - $118K
29.8K $1.72M
ADSK
Autodesk, Inc.

Technology
1.45K
+ 43.05%
$245.83 - $245.83 $356K - $356K
4.82K $1.18M
UNP
Union Pacific Corp

Industrials
766
+ 9.96%
$221.78 - $256.09 $170K - $196K
8.46K $2.08M
CGCP
Capital Group Core Plus Income

ETFs
11.9K
+ 17.49%
$22.12 - $23.31 $264K - $278K
80K $1.85M
XOM
Exxon Mobil Corp

Energy
1.96K
+ 4.05%
$109.72 - $119.0 $215K - $233K
50.3K $5.89M
PLTR
Palantir Technologies Inc.

Technology
3.46K
+ 21.58%
$24.09 - $37.95 $83.3K - $131K
19.5K $724K
PYPL
Pay Pal Holdings, Inc.

Financial Services
115
+ 0.75%
$57.22 - $80.08 $6.58K - $9.21K
15.4K $1.2M
Activity Summary
Buys All Purchases 241 New Holdings 52 Increased Positions 189 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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