Moloney Securities Asset Management, LLC Purchases in Q1 2025

Moloney Securities Asset Management, LLC

  • $664 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
650K
+ 1029.64%
$50.48 - $50.68 $32.8M - $32.9M
713K $36.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
133K
+ 166.42%
$67.03 - $74.61 $8.89M - $9.9M
212K $14.4M
TMUS
T Mobile Us, Inc.

Communication Services
9.89K
New
$211.3 - $272.83 $2.09M - $2.7M
9.89K $2.64M
MRK
Merck & Co., Inc.

Healthcare
29.6K
+ 211.71%
$83.01 - $101.02 $2.46M - $2.99M
43.6K $3.91M
SO
Southern CO

Utilities
25.6K
+ 345.47%
$80.96 - $92.96 $2.07M - $2.38M
33K $3.03M
ICSH
Blackrock Ultra Short Term Bon

ETFs
46.5K
New
$50.44 - $50.7 $2.35M - $2.36M
46.5K $2.36M
CME
Cme Group Inc.

Financial Services
8.79K
New
$225.82 - $266.54 $1.98M - $2.34M
8.79K $2.33M
APD
Air Products & Chemicals, Inc.

Basic Materials
7.2K
New
$283.24 - $338.07 $2.04M - $2.44M
7.2K $2.12M
VTV
Vanguard Value ETF

ETFs
11.5K
+ 128.23%
$167.73 - $179.21 $1.93M - $2.07M
20.5K $3.55M
XLF
Financial Sector Spdr

ETFs
39.5K
+ 545.07%
$47.32 - $52.19 $1.87M - $2.06M
46.7K $2.33M
VEEV
Veeva Systems Inc

Healthcare
8.26K
+ 705.38%
$210.58 - $246.8 $1.74M - $2.04M
9.43K $2.18M
MS
Morgan Stanley

Financial Services
16.5K
+ 402.47%
$111.68 - $141.08 $1.84M - $2.32M
20.6K $2.4M
AEP
American Electric Power CO Inc

Utilities
15.9K
+ 533.64%
$90.32 - $109.27 $1.43M - $1.74M
18.9K $2.06M
AMGN
Amgen Inc

Healthcare
3.35K
+ 24.08%
$258.59 - $327.36 $867K - $1.1M
17.3K $5.38M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
29.1K
+ 30.97%
$59.78 - $60.03 $1.74M - $1.75M
123K $7.36M
HSY
Hershey CO

Consumer Defensive
9.12K
+ 166.13%
$144.74 - $186.36 $1.32M - $1.7M
14.6K $2.5M
PSA
Public Storage

Real Estate
4.84K
New
$288.99 - $313.98 $1.4M - $1.52M
4.84K $1.45M
LYB
Lyondell Basell Industries N.V.

Basic Materials
19.9K
New
$69.82 - $78.67 $1.39M - $1.56M
19.9K $1.4M
PFE
Pfizer Inc

Healthcare
54.3K
+ 314.64%
$25.01 - $27.13 $1.36M - $1.47M
71.6K $1.81M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
30.9K
New
$38.99 - $40.37 $1.2M - $1.25M
30.9K $1.24M
MRNA
Moderna, Inc.

Healthcare
45.3K
+ 933.17%
$28.35 - $47.53 $1.28M - $2.15M
50.2K $1.42M
MDT
Medtronic PLC

Healthcare
9.7K
+ 28.29%
$79.84 - $94.5 $775K - $917K
44K $3.95M
TGT
Target Corp

Consumer Defensive
12.3K
+ 499.84%
$103.65 - $142.5 $1.27M - $1.75M
14.7K $1.54M
WMT
Walmart Inc.

Consumer Defensive
14.7K
+ 26.47%
$84.5 - $105.05 $1.24M - $1.55M
70.3K $6.17M
BAC
Bank Of America Corp

Financial Services
27.5K
+ 169.17%
$39.61 - $47.74 $1.09M - $1.31M
43.7K $1.82M
JNJ
Johnson & Johnson

Healthcare
1.87K
+ 5.56%
$142.06 - $167.7 $266K - $314K
35.6K $5.9M
CVS
Cvs Health Corp

Healthcare
5.53K
+ 20.26%
$44.22 - $68.64 $245K - $380K
32.8K $2.22M
JBL
Jabil Inc

Technology
6.62K
New
$130.51 - $173.33 $864K - $1.15M
6.62K $900K
PATH
Ui Path, Inc.

Technology
84K
New
$9.97 - $15.19 $838K - $1.28M
84K $865K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
14.2K
+ 53.78%
$34.94 - $44.24 $498K - $630K
40.7K $1.68M
VIG
Vanguard Dividend Appreciation

ETFs
4K
+ 25.99%
N/A
19.4K $3.53M
LLY
Eli Lilly & CO

Healthcare
388
+ 5.98%
$725.72 - $929.72 $282K - $361K
6.88K $5.68M
ISRG
Intuitive Surgical Inc

Healthcare
1.34K
New
$476.63 - $610.45 $639K - $818K
1.34K $663K
AGNC
Agnc Investment Corp.

Real Estate
65.4K
New
$9.12 - $10.54 $596K - $689K
65.4K $626K
CVX
Chevron Corp

Energy
88
+ 0.34%
$146.71 - $167.97 $12.9K - $14.8K
25.8K $4.32M
MCK
Mckesson Corp

Healthcare
835
New
$566.21 - $672.99 $473K - $562K
835 $561K
WSR
Whitestone Reit

Real Estate
37.8K
New
$13.25 - $14.58 $500K - $551K
37.8K $550K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
15.5K
New
$32.18 - $40.46 $498K - $626K
15.5K $513K
UBER
Uber Technologies, Inc

Technology
1.9K
+ 7.1%
$63.17 - $81.49 $120K - $155K
28.7K $2.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.03K
+ 40.81%
$497.6 - $606.74 $512K - $624K
3.55K $1.76M
ALLO
Allogene Therapeutics, Inc.

Healthcare
295K
New
$1.4 - $2.84 $413K - $838K
295K $430K
LSPD
Lightspeed Commerce Inc.

Technology
49K
New
$8.75 - $16.19 $428K - $793K
49K $428K
ANDE
Andersons, Inc.

Consumer Defensive
9.97K
New
$40.06 - $47.81 $399K - $476K
9.97K $427K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
617
+ 0.84%
$87.68 - $94.52 $54.1K - $58.3K
73.8K $6.92M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4K
New
$100.32 - $100.76 $401K - $403K
4K $402K
UTL
Unitil Corp

Utilities
6.86K
New
$52.01 - $57.87 $357K - $397K
6.86K $395K
BA
Boeing CO

Industrials
2.48K
+ 48.01%
$148.15 - $186.25 $367K - $462K
7.64K $1.3M
NVO
Novo Nordisk A S

Healthcare
7.66K
+ 78.2%
$69.3 - $90.95 $531K - $697K
17.5K $1.21M
VTI
Vanguard Total Stock Market Et

ETFs
2.27K
+ 12.42%
$271.18 - $303.12 $614K - $687K
20.5K $5.63M
Activity Summary
Buys All Purchases 249 New Holdings 58 Increased Positions 191 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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