Moloney Securities Asset Management, LLC Purchases in Q2 2025

Moloney Securities Asset Management, LLC

  • $723 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CC
Chemours CO

Basic Materials
30.8K
New
$9.4 - $13.06 $289K - $402K
30.8K $352K
SPOT
Spotify Technology S.A.

Communication Services
452
New
$503.3 - $775.9 $227K - $351K
452 $346K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.64K
+ 33.56%
$50.36 - $50.68 $334K - $336K
26.4K $1.34M
BA
Boeing CO

Industrials
177
+ 2.32%
$136.59 - $217.51 $24.2K - $38.5K
7.82K $1.64M
XLK
Technology Sector Spdr

ETFs
156
+ 2.49%
$179.73 - $253.23 $28K - $39.5K
6.42K $1.63M
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.53K
+ 14.05%
$50.48 - $50.71 $330K - $331K
53K $2.69M
CGXU
Capital Group Intl Focus Equit

ETFs
9.7K
+ 41.97%
$21.44 - $27.35 $208K - $265K
32.8K $890K
AVA
Avista Corp

Utilities
8.26K
New
$36.94 - $42.43 $305K - $350K
8.26K $313K
CGGO
Capital Group Global Growth Eq

ETFs
6.38K
+ 21.62%
$25.31 - $32.17 $161K - $205K
35.9K $1.15M
DLR
Digital Realty Trust, Inc.

Real Estate
246
+ 2.94%
$136.11 - $177.69 $33.5K - $43.7K
8.62K $1.5M
VIG
Vanguard Dividend Appreciation

ETFs
1.61K
+ 8.3%
N/A
21K $3.82M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
930
New
$177.93 - $313.14 $165K - $291K
930 $291K
HON
Honeywell International Inc

Industrials
306
+ 2.97%
$182.86 - $232.88 $56K - $71.3K
10.6K $2.47M
BAYRY
Bayer Ag Spons Adr

Healthcare
38.2K
New
$5.48 - $8.03 $210K - $307K
38.2K $288K
PSEC
Prospect Capital Corp

Financial Services
95.6K
+ 388.94%
$3.14 - $4.06 $300K - $388K
120K $382K
MET
Metlife Inc

Financial Services
3.49K
New
$68.42 - $82.49 $239K - $288K
3.49K $280K
CGDV
Capital Group Divid Value ETF

ETFs
2.91K
+ 6.78%
$31.93 - $39.49 $92.9K - $115K
45.8K $1.81M
SQ
Block, Inc.

Technology
4.88K
+ 8.88%
N/A
59.8K $3.42M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.86K
New
$51.14 - $57.0 $248K - $277K
4.86K $276K
PM
Philip Morris International Inc.

Consumer Defensive
253
+ 2.7%
$149.23 - $184.95 $37.8K - $46.8K
9.62K $1.75M
GTY
Getty Realty Corp

Real Estate
9.52K
New
$27.38 - $30.93 $261K - $295K
9.52K $263K
BNDX
Vanguard Total International B

ETFs
5.29K
New
$48.77 - $49.55 $258K - $262K
5.29K $261K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.17K
+ 3.39%
$59.8 - $60.07 $249K - $250K
127K $7.61M
BRKR
Bruker Corp

Healthcare
6.15K
New
$35.5 - $42.18 $218K - $259K
6.15K $253K
XLU
Utilities Sector Spdr

ETFs
2.92K
+ 66.33%
$73.09 - $82.77 $213K - $241K
7.32K $597K
LSPD
Lightspeed Commerce Inc.

Technology
8.5K
+ 17.36%
$7.86 - $12.11 $66.8K - $103K
57.5K $672K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.22K
+ 7.02%
$72.96 - $90.39 $89K - $110K
18.6K $1.66M
GD
General Dynamics Corp

Industrials
242
+ 2.75%
$247.68 - $291.66 $59.9K - $70.6K
9.06K $2.64M
FSLR
First Solar, Inc.

Technology
1.41K
New
$120.38 - $192.98 $170K - $272K
1.41K $233K
DGRO
Ishares Core Dividend Growth E

ETFs
3.12K
+ 20.43%
$55.22 - $63.94 $172K - $199K
18.4K $1.18M
ETN
Eaton Corp PLC

Industrials
643
New
$246.52 - $356.99 $159K - $230K
643 $229K
PI
Impinj Inc

Technology
2K
New
$62.54 - $125.05 $125K - $250K
2K $222K
TMUS
T Mobile Us, Inc.

Communication Services
2.1K
+ 21.2%
$220.99 - $268.54 $464K - $563K
12K $2.86M
AIQUY
Air Liquide Adr

Basic Materials
3K
+ 10.51%
$35.2 - $42.54 $106K - $128K
31.6K $1.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.61K
New
$79.56 - $82.92 $208K - $217K
2.61K $216K
ECL
Ecolab Inc.

Basic Materials
86
+ 0.71%
$225.65 - $270.95 $19.4K - $23.3K
12.1K $3.27M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
9.13K
New
$23.03 - $23.59 $210K - $215K
9.13K $215K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.06K
New
$40.51 - $71.03 $124K - $217K
3.06K $215K
CEG
Constellation Energy Corp

Utilities
665
New
$170.96 - $322.76 $114K - $215K
665 $214K
WAL
Western Alliance Bancorporation

Financial Services
2.72K
New
$61.0 - $79.94 $166K - $217K
2.72K $211K
IWC
Russell Micro Cap ETF

ETFs
1.66K
New
$97.43 - $127.66 $162K - $212K
1.66K $211K
RTX
Raytheon Technologies Corp

Industrials
445
+ 4.16%
$113.75 - $148.48 $50.6K - $66.1K
11.2K $1.63M
CTVA
Corteva, Inc.

Basic Materials
2.81K
New
$55.52 - $74.53 $156K - $209K
2.81K $209K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.07K
+ 14.83%
$70.7 - $82.14 $147K - $170K
16K $1.32M
CB
Chubb LTD

Financial Services
832
+ 30.81%
$274.32 - $302.46 $228K - $252K
3.53K $1.02M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.31K
New
$27.3 - $31.8 $172K - $201K
6.31K $200K
CYBR
Cyber Ark Software Ltd.

Technology
492
New
$305.98 - $406.88 $151K - $200K
492 $200K
TJX
Tjx Companies Inc

Consumer Cyclical
1.51K
+ 38.89%
$119.13 - $135.03 $179K - $203K
5.38K $664K
NVS
Novartis Ag

Healthcare
1.22K
+ 31.02%
$101.96 - $121.01 $124K - $148K
5.15K $623K
Activity Summary
Buys All Purchases 274 New Holdings 48 Increased Positions 226 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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