Mullooly Asset Management, Inc. Portfolio Holdings

Mullooly Asset Management, Inc.

  • $261 Billion
  • Q3 2025

Mullooly Asset Management, Inc. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $261 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Momentum Fact with a value of $35.4B, Ishares Msci Usa Value Factor with a value of $30.7B, Vanguard Ftse All World Ex Us with a value of $30B, Ishares Core S&P Mid Cap ETF with a value of $26.7B, and Ishares Tr with a value of $23.1B.

Examining the 13F form we can see an increase of $22.5B in the current position value, from $238B to 261B.

Mullooly Asset Management, Inc. is based out at Wall Township, NJ

Below you can find more details about Mullooly Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $261 Billion
ETFs: $248 Billion
Consumer Cyclical: $4.54 Billion
Technology: $2.32 Billion
Communication Services: $1.54 Billion
Financial Services: $1.28 Billion
Industrials: $1.17 Billion
Basic Materials: $1.09 Billion
Healthcare: $819 Million
Other: $274 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.4 Billion 13.56% of portfolio
137,856
Q3 2025 Added 1.17%
$0
$30.7 Billion 11.77% of portfolio
245,275
Q3 2025 Added 2.36%
$0
$30 Billion 11.52% of portfolio
420,809
Q3 2025 Added 1.64%
$0
$26.7 Billion 10.24% of portfolio
409,221
Q3 2025 Added 2.59%
$0
$23.1 Billion 8.86% of portfolio
208,941
Q3 2025 Added 7.32%
$0
$23 Billion 8.82% of portfolio
70,026
Q3 2025 Added 4.29%
$0
$18.3 Billion 7.02% of portfolio
154,055
Q3 2025 Added 0.64%
$0
$13.1 Billion 5.04% of portfolio
131,126
Q3 2025 Added 6.55%
$0
$12.7 Billion 4.85% of portfolio
21,071
Q3 2025 Reduced 0.18%
$0
$12.6 Billion 4.84% of portfolio
135,227
Q3 2025 Added 6.79%
$0
$3.9 Billion 1.49% of portfolio
36,497
Q3 2025 Added 0.82%
$0
$3.39 Billion 1.3% of portfolio
35,597
Q3 2025 Added 4.21%
$0
$3.28 Billion 1.26% of portfolio
16,728
Q3 2025 Reduced 0.11%
$6.2B
$2.24 Billion 0.86% of portfolio
20,790
Q2 2025 Added 1,400.0%
$0
$2.2 Billion 0.84% of portfolio
43,917
Q3 2025 Added 2.12%
$367B
$1.74 Billion 0.67% of portfolio
4,292
Q3 2025 Reduced 5.9%
$86.1B
$1.09 Billion 0.42% of portfolio
3,146
Q3 2025 Added 0.19%
$881B
$1.05 Billion 0.4% of portfolio
3,333
Q3 2025 Added 0.36%
$4.3T
$1.04 Billion 0.4% of portfolio
4,071
Q3 2025 Reduced 18.15%
$1.65T
$891 Million 0.34% of portfolio
3,667
Q2 2025 Added 0.55%
$0
$771 Million 0.3% of portfolio
6,957
Q3 2025 Reduced 12.73%
$0
$765 Million 0.29% of portfolio
20,247
Q3 2025 Added 6.24%
$0
$730 Million 0.28% of portfolio
6,189
Q3 2025 Reduced 5.54%
$0
$715 Million 0.27% of portfolio
8,109
Q3 2025 Reduced 5.73%
$1.74T
$648 Million 0.25% of portfolio
2,661
Q3 2025 Added 0.04%
$0
$623 Million 0.24% of portfolio
2,225
Q1 2025 New
$123B
$616 Million 0.24% of portfolio
1,233
Q3 2025 New
$0
$612 Million 0.23% of portfolio
2,925
Q3 2025 Added 0.27%
$0
$591 Million 0.23% of portfolio
8,042
Q3 2025 Added 0.53%
$17.5B
$559 Million 0.21% of portfolio
1,612
Q3 2025 Added 0.5%
$0
$547 Million 0.21% of portfolio
893
Q3 2025 Added 8.77%
$156B
$494 Million 0.19% of portfolio
4,447
Q3 2025 Added 0.45%
$0
$474 Million 0.18% of portfolio
1,977
Q3 2025 Added 0.15%
$593B
$416 Million 0.16% of portfolio
1,480
Q2 2025 Added 1.65%
$3.78T
$407 Million 0.16% of portfolio
785
Q2 2025 Added 2.35%
$0
$427 Million 0.16% of portfolio
1,574
Q3 2025 Added 0.25%
$0
$376 Million 0.14% of portfolio
2,018
Q3 2025 Reduced 22.74%
$0
$328 Million 0.13% of portfolio
3,254
Q3 2025 Added 0.81%
$0
$340 Million 0.13% of portfolio
2,406
Q3 2025 Reduced 3.14%
$2.39T
$319 Million 0.12% of portfolio
1,451
Q2 2025 Added 3.64%
$522B
$325 Million 0.12% of portfolio
1,754
Q3 2025 Added 0.06%
$0
$325 Million 0.12% of portfolio
488
Q3 2025 Added 0.21%
$404B
$274 Million 0.11% of portfolio
296
Q1 2025 New
$662B
$230 Million 0.09% of portfolio
457
Q1 2025 New
$465B
$247 Million 0.09% of portfolio
1,325
Q2 2025 New
$79.2B
$237 Million 0.09% of portfolio
3,399
Q3 2025 Added 0.59%
$0
$210 Million 0.08% of portfolio
3,259
Q3 2025 New
$0
$214 Million 0.08% of portfolio
4,438
Q3 2025 Added 0.66%
$139B
$216 Million 0.08% of portfolio
655
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $261 Billion
  • Prior Value $238 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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