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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.05K
+ 8.82%
$77.74 - $78.78 $159K - $161K
25.3K $1.99M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
197
+ 13.29%
$299.15 - $396.54 $58.9K - $78.1K
1.68K $665K
MCO
Moodys Corp

Financial Services
70
+ 1.86%
$396.7 - $501.59 $27.8K - $35.1K
3.83K $1.92M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.1K
New
$14.97 - $16.79 $151K - $170K
10.1K $168K
UNP
Union Pacific Corp

Industrials
934
+ 11.54%
$208.27 - $238.46 $195K - $223K
9.03K $2.08M
VVR
Invesco Senior Income Trust

Financial Services
38.8K
+ 12.5%
$3.31 - $3.8 $128K - $148K
349K $1.33M
MSTR
Microstrategy Inc

Technology
16
+ 1.21%
$237.95 - $421.61 $3.81K - $6.75K
1.33K $539K
USB
Us Bancorp \De\

Financial Services
607
+ 1.46%
$36.4 - $45.76 $22.1K - $27.8K
42.3K $1.91M
FT
Franklin Universal Trust

Financial Services
12.1K
+ 1.81%
$6.95 - $7.62 $84.3K - $92.4K
683K $5.21M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.52K
+ 47.02%
$100.35 - $100.71 $152K - $153K
4.74K $476K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5
+ 0.04%
$57.46 - $75.58 $287 - $378
11.8K $894K
CGUS
Capital Group Core Equity ETF
349
+ 0.98%
$29.93 - $36.93 $10.4K - $12.9K
36K $1.33M
AZO
Autozone Inc

Consumer Cyclical
45
+ 15.9%
$3478.38 - $3880.15 $157K - $175K
328 $1.22M
LMT
Lockheed Martin Corp

Industrials
56
+ 0.83%
$430.82 - $486.45 $24.1K - $27.2K
6.79K $3.15M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
3.32K
+ 3.82%
$40.41 - $40.68 $134K - $135K
90.4K $3.68M
JHML
John Hancock Multifactor Large

ETFs
79
+ 0.36%
$59.74 - $73.35 $4.72K - $5.79K
22K $1.61M
PSLV
Sprott Physical Silver Trust

Financial Services
10.7K
New
$9.98 - $12.51 $107K - $134K
10.7K $131K
GE
General Electric CO

Industrials
56
+ 2.9%
$166.81 - $257.39 $9.34K - $14.4K
1.99K $511K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.24K
+ 29.37%
$96.84 - $99.46 $120K - $123K
5.46K $541K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.03%
$468.22 - $566.51 $468 - $567
3.67K $2.08M
VDC
Vanguard Consumer Staples ETF

ETFs
541
+ 8.03%
$204.89 - $224.73 $111K - $122K
7.28K $1.59M
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.01%
$92.79 - $134.29 $92.8 - $134
6.73K $894K
ADBE
Adobe Inc.

Technology
260
+ 5.65%
$340.0 - $420.68 $88.4K - $109K
4.86K $1.88M
NOW
Service Now, Inc.

Technology
4
+ 0.83%
$721.65 - $1040.18 $2.89K - $4.16K
484 $497K
JOBY
Joby Aviation, Inc.

Industrials
10.9K
New
$5.33 - $10.55 $58.2K - $115K
10.9K $115K
TFC
Truist Financial Corp

Financial Services
409
+ 0.79%
$34.79 - $42.99 $14.2K - $17.6K
52K $2.23M
GLD
Spdr Gold Trust

ETFs
128
+ 2.93%
$273.71 - $316.29 $35K - $40.5K
4.5K $1.37M
V
Visa Inc.

Financial Services
103
+ 0.69%
$308.27 - $373.31 $31.8K - $38.5K
15.1K $5.37M
WMB
Williams Companies, Inc.

Energy
227
+ 0.75%
$54.33 - $62.87 $12.3K - $14.3K
30.4K $1.91M
PGR
Progressive Corp

Financial Services
468
+ 34.44%
$255.27 - $288.74 $119K - $135K
1.83K $487K
APP
App Lovin Corp

Technology
58
+ 6.12%
$219.37 - $417.89 $12.7K - $24.2K
1.01K $352K
TXN
Texas Instruments Inc

Technology
482
+ 3.83%
N/A
13.1K $2.54M
GAB
Gabelli Equity Trust Inc

Financial Services
15.8K
New
$4.97 - $5.87 $78.7K - $92.9K
15.8K $92K
VCR
Vanguard Consumer Discretionar

ETFs
136
+ 11.85%
$290.42 - $364.35 $39.5K - $49.6K
1.28K $465K
SANM
Sanmina Corp

Technology
138
+ 3.91%
$67.3 - $98.07 $9.29K - $13.5K
3.67K $358K
VMI
Valmont Industries Inc

Industrials
156
+ 16.56%
$263.86 - $333.86 $41.2K - $52.1K
1.1K $358K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
877
+ 21.94%
$100.04 - $100.54 $87.7K - $88.2K
4.87K $490K
CAT
Caterpillar Inc

Industrials
87
+ 9.55%
$273.94 - $388.21 $23.8K - $33.8K
998 $387K
DE
Deere & CO

Industrials
49
+ 3.06%
$412.99 - $531.48 $20.2K - $26K
1.65K $837K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.7K
+ 31.94%
$49.79 - $50.75 $84.8K - $86.5K
7.04K $357K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
742
+ 1.0%
$85.42 - $94.39 $63.4K - $70K
74.6K $7M
OMFL
Invesco Exchange Traded Self I

ETFs
453
+ 3.48%
$48.43 - $57.78 $21.9K - $26.2K
13.5K $779K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
685
+ 4.6%
$28.94 - $35.94 $19.8K - $24.6K
15.6K $559K
XLG
Invesco Exchange Traded Fd Tr

ETFs
541
+ 6.03%
$40.94 - $52.1 $22.1K - $28.2K
9.51K $495K
ENS
Ener Sys

Industrials
1.15K
+ 41.07%
$78.52 - $100.4 $90.5K - $116K
3.96K $339K
CHSCL
Chs Inc

Consumer Defensive
6.09K
+ 5.41%
$25.24 - $26.05 $154K - $159K
119K $3M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.85K
+ 26.21%
$45.3 - $50.64 $84K - $93.9K
8.93K $438K
SYK
Stryker Corp

Healthcare
5
+ 0.16%
$337.37 - $395.63 $1.69K - $1.98K
3.14K $1.24M
CVCO
Cavco Industries Inc.

Consumer Cyclical
277
+ 53.47%
$396.53 - $537.62 $110K - $149K
795 $345K
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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