Moloney Securities Asset Management, LLC Portfolio Holdings
Moloney Securities Asset Management, LLC
- $787 Million
- Q3 2025
Moloney Securities Asset Management, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $787 Million distributed in 497 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $25.5M, Microsoft Corp with a value of $25M, Nvidia Corp with a value of $23.5M, Apple Inc. with a value of $21.2M, and Spdr S&P 500 ETF Trust with a value of $18.2M.
Examining the 13F form we can see an increase of $63.3M in the current position value, from $723M to 787M.
Below you can find more details about Moloney Securities Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$787 Million
ETFs: $339 Million
Technology: $134 Million
Financial Services: $71.4 Million
Healthcare: $47.2 Million
Consumer Cyclical: $40.8 Million
Communication Services: $39.4 Million
Consumer Defensive: $39.1 Million
Industrials: $30.1 Million
Other: $43.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 497
- Current Value $787 Million
- Prior Value $723 Million
- Filing
- Period Q3 2025
- Filing Date November 05, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 50 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 240 stocks