Moloney Securities Asset Management, LLC New Holdings in Q3 2025

Moloney Securities Asset Management, LLC

  • $787 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYZ
Ishares Tr Us Telecommunicatio

ETFs
288K
New
$29.27 - $32.3 $8.43M - $9.3M
288K $9.29M
IDU
Ishares Tr U S Utils ETF

ETFs
83.1K
New
$103.7 - $111.17 $8.62M - $9.24M
83.1K $9.22M
EEM
Ishares Msci Emerging Markets

ETFs
146K
New
$48.07 - $53.4 $7.02M - $7.8M
146K $7.8M
CFLT
Confluent, Inc.

Technology
76.3K
New
$15.91 - $27.35 $1.21M - $2.09M
76.3K $1.51M
NOK
Nokia Corp

Technology
262K
New
$4.05 - $5.23 $1.06M - $1.37M
262K $1.26M
HELE
Helen Of Troy LTD

Consumer Defensive
44.5K
New
$20.05 - $33.25 $891K - $1.48M
44.5K $1.12M
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.22K
New
$171.01 - $228.24 $722K - $963K
4.22K $902K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.23K
New
$103.83 - $179.9 $440K - $762K
4.23K $756K
WDC
Western Digital Corp

Technology
5.3K
New
$63.84 - $120.06 $338K - $636K
5.3K $636K
NET
Cloudflare, Inc.

Technology
2.68K
New
$181.39 - $228.28 $485K - $611K
2.68K $574K
FANG
Diamondback Energy, Inc.

Energy
3.3K
New
$134.53 - $152.5 $444K - $503K
3.3K $472K
SJM
J M Smucker CO

Consumer Defensive
3.57K
New
$102.24 - $113.2 $365K - $404K
3.57K $387K
COMM
Comm Scope Holding Company, Inc.

Technology
21.6K
New
$7.29 - $16.99 $157K - $367K
21.6K $334K
FXU
First Tr Exchange Traded Fd Ut

ETFs
7.33K
New
$41.97 - $45.5 $307K - $333K
7.33K $332K
ENVA
Enova International, Inc.

Financial Services
2.51K
New
$100.56 - $127.32 $253K - $320K
2.51K $289K
D
Dominion Energy, Inc

Utilities
4.45K
New
$56.32 - $62.1 $250K - $276K
4.45K $271K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.49K
New
$69.9 - $78.26 $244K - $273K
3.49K $271K
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.56K
New
$29.12 - $29.34 $249K - $251K
8.56K $250K
STX
Seagate Technology Holdings PLC

Technology
1.05K
New
$142.01 - $236.06 $149K - $247K
1.05K $247K
PULS
Pgim ETF Tr

ETFs
4.87K
New
$49.58 - $49.83 $241K - $242K
4.87K $242K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.88K
New
$71.86 - $87.45 $207K - $252K
2.88K $240K
STEW
Boulder Growth & Income Fund

Financial Services
12.9K
New
$17.4 - $18.57 $225K - $240K
12.9K $234K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.86K
New
$76.16 - $78.59 $218K - $224K
2.86K $223K
LNC
Lincoln National Corp

Financial Services
5.51K
New
$33.37 - $43.29 $184K - $238K
5.51K $222K
INTU
Intuit Inc

Technology
319
New
$646.03 - $807.39 $206K - $258K
319 $217K
FXO
First Tr Exchange Traded Fd Fi

ETFs
3.57K
New
$55.81 - $60.32 $199K - $216K
3.57K $212K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
853
New
$225.11 - $247.9 $192K - $211K
853 $210K
QTEC
First Trust Nasdaq 100 Technol

ETFs
905
New
$208.95 - $229.72 $189K - $208K
905 $207K
EMLP
First Tr Exchange Traded Iv

ETFs
5.31K
New
$36.99 - $38.38 $197K - $204K
5.31K $203K
MGRD
Affiliated Managers Group, Inc.
12.2K
New
N/A
12.2K $203K
XLB
Select Sector Spdr Fd Material

ETFs
2.25K
New
$86.72 - $92.61 $195K - $208K
2.25K $201K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.49K
New
$128.6 - $136.01 $191K - $202K
1.49K $201K
VIS
Vanguard Industrial ETF

ETFs
678
New
$281.0 - $296.29 $191K - $201K
678 $200K
BLW
Blackrock LTD Duration Income Trust

Financial Services
11K
New
$14.0 - $14.26 $154K - $157K
11K $154K
CERT
Certara, Inc.

Healthcare
11.2K
New
$9.53 - $12.22 $107K - $137K
11.2K $136K
ACHR
Archer Aviation Inc.

Industrials
12.9K
New
$8.25 - $13.4 $107K - $173K
12.9K $123K
NTCPF
Northisle Copper Ordinary Shar
22.8K
New
$0.81 - $1.17 $18.4K - $26.6K
22.8K $23K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
14K
New
$1.17 - $1.69 $16.4K - $23.7K
14K $17K
Aeluma Inc Common Stock
21.4K
New
N/A
21.4K $0
Allianzim Us Lg Cp Bfr20 Aug E
11.7K
New
N/A
11.7K $0
American Bitcoin Corp Class A
26.4K
New
N/A
26.4K $0
Innovator Etfs Tr Innovator Eq
10.1K
New
N/A
10.1K $0
Senseonics Holdings Inc Common
13.2K
New
N/A
13.2K $0
Pioneer Municipal Income Advan
11.5K
New
N/A
11.5K $0
Amplify Commodity Trust Breakw
26.6K
New
N/A
26.6K $0
ABB
Abb LTD

Industrials
2.97K
New
N/A
2.97K $0
Lam Research Corporation Commo
1.51K
New
N/A
1.51K $0
Innovator Etfs Tr Innovator Eq
43.6K
New
N/A
43.6K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
6.38K
New
N/A
6.38K $0
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
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