Moloney Securities Asset Management, LLC Purchases in Q4 2024

Moloney Securities Asset Management, LLC

  • $706 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
672
+ 8.07%
$168.32 - $181.87 $113K - $122K
9K $1.52M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1.19K
+ 4.17%
$40.26 - $44.35 $47.7K - $52.6K
29.6K $1.23M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.29K
+ 15.43%
$24.94 - $25.74 $57.1K - $58.9K
17.1K $437K
CRWD
Crowd Strike Holdings, Inc.

Technology
11
+ 1.12%
$275.15 - $388.2 $3.03K - $4.27K
994 $340K
VBK
Vanguard Small Cap Growth ETF

ETFs
126
+ 6.01%
$264.18 - $304.19 $33.3K - $38.3K
2.22K $622K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
793
+ 4.77%
$113.92 - $127.38 $90.3K - $101K
17.4K $2.01M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
152
+ 1.24%
$58.39 - $67.04 $8.88K - $10.2K
12.4K $785K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
578
+ 18.3%
$100.16 - $100.7 $57.9K - $58.2K
3.74K $374K
AEE
Ameren Corp

Utilities
568
+ 17.6%
$85.81 - $94.98 $48.7K - $53.9K
3.8K $338K
KMI
Kinder Morgan, Inc.

Energy
7
+ 0.07%
$22.59 - $28.54 $158 - $200
10.1K $276K
TXN
Texas Instruments Inc

Technology
240
+ 1.62%
N/A
15K $2.92M
IWV
Ishares Russell 3000 ETF

ETFs
104
+ 7.12%
$323.08 - $349.08 $33.6K - $36.3K
1.56K $522K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
986
+ 11.95%
$56.06 - $61.35 $55.3K - $60.5K
9.24K $521K
SO
Southern CO

Utilities
1.12K
+ 17.92%
$81.5 - $94.15 $91.6K - $106K
7.4K $609K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
739
+ 9.0%
$89.9 - $100.66 $66.4K - $74.4K
8.95K $808K
SEER
Seer, Inc.

Healthcare
9.5K
+ 16.24%
$1.85 - $2.55 $17.6K - $24.2K
68K $157K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
1.91K
+ 13.04%
$22.04 - $22.59 $42.1K - $43.1K
16.5K $367K
XLE
Energy Sector Spdr

ETFs
619
+ 10.64%
$83.32 - $97.27 $51.6K - $60.2K
6.44K $551K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.13K
+ 19.27%
$44.87 - $46.86 $50.8K - $53K
7.01K $314K
ACN
Accenture PLC

Technology
119
+ 6.25%
$343.9 - $376.86 $40.9K - $44.8K
2.02K $711K
BEN
Franklin Resources Inc

Financial Services
1.78K
+ 13.13%
$19.35 - $22.76 $34.5K - $40.6K
15.4K $311K
MCO
Moodys Corp

Financial Services
81
+ 2.2%
$454.04 - $500.88 $36.8K - $40.6K
3.77K $1.78M
INTU
Intuit Inc

Technology
20
+ 0.74%
$602.01 - $706.25 $12K - $14.1K
2.72K $1.71M
SLV
I Shares Silver Trust

ETFs
2K
+ 18.02%
$26.33 - $31.74 $52.7K - $63.5K
13.1K $344K
FTC
First Tr Lge Cap Growth

ETFs
105
+ 4.49%
$130.13 - $149.09 $13.7K - $15.7K
2.44K $336K
NRDY
Nerdy Inc.

Technology
10K
+ 53.4%
$0.82 - $1.9 $8.2K - $19K
28.7K $46K
RDVY
First Trust Rising Dividend Ac

ETFs
483
+ 2.9%
$58.65 - $64.37 $28.3K - $31.1K
17.1K $1.01M
IZRL
Ark ETF Tr Israel Innovative T

ETFs
35
+ 0.34%
$19.19 - $22.77 $672 - $797
10.5K $234K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
50
+ 1.32%
$563.99 - $620.12 $28.2K - $31K
3.84K $2.19M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.68K
+ 14.03%
$11.1 - $12.03 $40.9K - $44.3K
29.9K $337K
NVR
Nvr Inc

Consumer Cyclical
27
+ 22.31%
$8101.21 - $9940.51 $219K - $268K
148 $1.21M
RMTI
Rockwell Medical, Inc.

Healthcare
11.8K
New
$2.01 - $4.65 $23.6K - $54.6K
11.8K $23K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
852
+ 7.29%
$19.86 - $21.15 $16.9K - $18K
12.5K $259K
VB
Vanguard Small Cap ETF

ETFs
63
+ 6.06%
$233.76 - $261.58 $14.7K - $16.5K
1.1K $265K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
187
+ 5.1%
$99.0 - $99.5 $18.5K - $18.6K
3.86K $382K
GLD
Spdr Gold Trust

ETFs
95
+ 1.23%
$236.59 - $257.5 $22.5K - $24.5K
7.8K $1.89M
JHMM
John Hancock Multifactor Mid C

ETFs
500
+ 1.78%
$59.61 - $64.8 $29.8K - $32.4K
28.6K $1.71M
CNQ
Canadian Natural Resources LTD

Energy
1.03K
+ 14.11%
$29.51 - $37.6 $30.4K - $38.7K
8.33K $257K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
890
+ 8.83%
$42.84 - $45.38 $38.1K - $40.4K
11K $471K
ORI
Old Republic International Corp

Financial Services
83
+ 0.61%
$34.4 - $38.98 $2.86K - $3.24K
13.7K $495K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
266
+ 1.91%
$86.65 - $94.9 $23K - $25.2K
14.2K $1.23M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
57
+ 2.58%
$121.89 - $135.52 $6.95K - $7.72K
2.27K $283K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
2.04K
+ 10.2%
$8.51 - $9.15 $17.4K - $18.7K
22K $189K
CI
Cigna Corp

Healthcare
201
+ 30.0%
$265.59 - $358.58 $53.4K - $72.1K
871 $240K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
224
+ 1.55%
$50.37 - $50.6 $11.3K - $11.3K
14.7K $738K
BND
Vanguard Bd Index Fd Inc Total

ETFs
216
+ 5.75%
$71.75 - $75.11 $15.5K - $16.2K
3.97K $285K
QSEP
Qs Energy, Inc.

Energy
30K
New
$0.07 - $0.17 $2.1K - $5.1K
30K $4K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
222
+ 5.43%
$96.64 - $101.23 $21.5K - $22.5K
4.31K $417K
EVN
Eaton Vance Municipal Income Trust

Financial Services
11.3K
+ 8.79%
$9.93 - $11.06 $112K - $125K
140K $1.41M
Activity Summary
Buys All Purchases 228 New Holdings 43 Increased Positions 185 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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