Moloney Securities Asset Management, LLC Sells in Q3 2025

Moloney Securities Asset Management, LLC

  • $787 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
-423
- 8.69%
$150.71 - $178.14 $63.8K - $75.4K
4.44K $791K
FTCS
First Trust Capital Strength E

ETFs
-244
- 1.01%
$89.72 - $93.74 $21.9K - $22.9K
23.9K $2.24M
CAT
Caterpillar Inc

Industrials
-92
- 9.22%
$390.92 - $477.15 $36K - $43.9K
906 $432K
ORI
Old Republic International Corp

Financial Services
-65
- 0.51%
$35.74 - $42.47 $2.32K - $2.76K
12.7K $541K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-316
- 3.9%
$185.88 - $207.44 $58.7K - $65.6K
7.79K $1.57M
REKR
Rekor Systems, Inc.

Technology
-3K
- 1.92%
$1.05 - $1.89 $3.15K - $5.67K
153K $237K
MS
Morgan Stanley

Financial Services
-2K
- 9.61%
$139.09 - $161.16 $278K - $322K
18.8K $2.99M
PHM
Pultegroup Inc

Consumer Cyclical
-676
- 11.14%
$108.0 - $141.42 $73K - $95.6K
5.39K $712K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-53
- 0.33%
$82.42 - $87.03 $4.37K - $4.61K
16K $1.39M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-540
- 2.23%
$94.17 - $99.95 $50.9K - $54K
23.6K $2.36M
AMD
Advanced Micro Devices Inc

Technology
-403
- 5.62%
$134.8 - $184.42 $54.3K - $74.3K
6.77K $1.09M
MDT
Medtronic PLC

Healthcare
-2.44K
- 6.32%
$87.67 - $95.74 $214K - $234K
36.2K $3.44M
CGDV
Capital Group Divid Value ETF

ETFs
-596
- 1.3%
$39.59 - $42.21 $23.6K - $25.2K
45.2K $1.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 0.17%
$291.67 - $316.99 $4.67K - $5.07K
9.46K $2.88M
ROST
Ross Stores, Inc.

Consumer Cyclical
-699
- 7.99%
$127.59 - $152.81 $89.2K - $107K
8.04K $1.23M
USB
Us Bancorp \De\

Financial Services
-408
- 0.97%
$43.94 - $50.41 $17.9K - $20.6K
41.9K $2.02M
LHX
L3 Harris Technologies, Inc.

Industrials
-50
- 2.03%
$252.18 - $305.41 $12.6K - $15.3K
2.41K $736K
XLK
Technology Sector Spdr

ETFs
-167
- 2.6%
$250.97 - $282.66 $41.9K - $47.2K
6.25K $1.76M
GD
General Dynamics Corp

Industrials
-901
- 9.95%
$293.92 - $341.0 $265K - $307K
8.16K $2.78M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.13K
- 22.25%
$293.94 - $444.72 $332K - $503K
3.95K $1.76M
GLD
Spdr Gold Trust

ETFs
-104
- 2.31%
$300.96 - $355.47 $31.3K - $37K
4.39K $1.56M
CVX
Chevron Corp

Energy
-823
- 3.12%
$145.57 - $161.83 $120K - $133K
25.6K $3.97M
IWM
Ishares Russell 2000 ETF

ETFs
-275
- 2.69%
$214.92 - $244.84 $59.1K - $67.3K
9.95K $2.41M
NEE
Nextera Energy Inc

Utilities
-371
- 0.93%
$69.77 - $77.54 $25.9K - $28.8K
39.7K $3M
HSY
Hershey CO

Consumer Defensive
-448
- 3.01%
$161.95 - $193.45 $72.6K - $86.7K
14.4K $2.7M
RTX
Raytheon Technologies Corp

Industrials
-26
- 0.23%
$144.19 - $167.33 $3.75K - $4.35K
11.1K $1.86M
PLTR
Palantir Technologies Inc.

Technology
-3.14K
- 17.54%
$130.68 - $186.97 $410K - $587K
14.8K $2.69M
AVGO
Broadcom Inc.

Technology
-454
- 5.27%
$264.74 - $369.57 $120K - $168K
8.16K $2.69M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-689
- 0.91%
$84.28 - $89.46 $58.1K - $61.6K
75.2K $6.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-215
- 0.82%
$459.11 - $506.91 $98.7K - $109K
26K $13.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-77
- 1.11%
$224.68 - $282.71 $17.3K - $21.8K
6.84K $1.91M
SPYG
Spdr Portfolio

ETFs
-1.44K
- 2.59%
$94.33 - $105.31 $136K - $152K
54.1K $5.66M
HD
Home Depot, Inc.

Consumer Cyclical
-17
- 0.16%
$357.4 - $423.42 $6.08K - $7.2K
10.8K $4.38M
ORCL
Oracle Corp

Technology
-337
- 3.94%
$218.96 - $328.33 $73.8K - $111K
8.22K $2.31M
IVV
Ishares Core S&P 500 ETF

ETFs
-66
- 0.64%
$620.67 - $670.08 $41K - $44.2K
10.2K $6.85M
NVDA
Nvidia Corp

Technology
-16.4K
- 11.56%
$153.3 - $186.58 $2.52M - $3.07M
126K $23.5M
JNJ
Johnson & Johnson

Healthcare
-556
- 1.5%
$155.17 - $185.42 $86.3K - $103K
36.5K $6.77M
GLW
Corning Inc

Technology
-9.31K
- 11.96%
$51.6 - $82.03 $480K - $763K
68.5K $5.62M
AAPL
Apple Inc.

Technology
-2.19K
- 2.57%
$202.38 - $256.87 $444K - $563K
83.2K $21.2M
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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