Moloney Securities Asset Management, LLC Incresed Positions in Q2 2025

Moloney Securities Asset Management, LLC

  • $723 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
5.58K
+ 12.26%
$354.56 - $497.45 $1.98M - $2.78M
51.1K $25.4M
NVDA
Nvidia Corp

Technology
10.6K
+ 8.06%
$94.31 - $157.99 $1M - $1.68M
142K $22.5M
VTI
Vanguard Total Stock Market Et

ETFs
23.2K
+ 113.28%
$243.75 - $303.93 $5.66M - $7.06M
43.7K $13.3M
PEP
Pepsico Inc

Consumer Defensive
25.5K
+ 137.66%
$128.02 - $151.37 $3.26M - $3.86M
44K $5.81M
IBM
International Business Machines Corp

Technology
4.01K
+ 13.81%
$221.03 - $294.78 $887K - $1.18M
33.1K $9.75M
TFLO
Ishares Treasury Floating Rate

ETFs
46.5K
+ 6.53%
$50.47 - $50.66 $2.35M - $2.36M
759K $38.4M
AMZN
Amazon Com Inc

Consumer Cyclical
509
+ 0.67%
$167.32 - $223.3 $85.2K - $114K
76.8K $16.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16.9K
+ 226.41%
$114.78 - $133.31 $1.94M - $2.25M
24.3K $3.24M
JPM
Jpmorgan Chase & CO

Financial Services
3.14K
+ 13.98%
$210.28 - $289.91 $661K - $911K
25.6K $7.43M
USFR
Wisdomtree Floating Rate Treas

ETFs
32.8K
+ 64.16%
$50.28 - $50.47 $1.65M - $1.65M
83.8K $4.22M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.2K
+ 9.99%
$58.41 - $72.69 $593K - $738K
112K $8.12M
NFLX
Netflix Inc

Communication Services
742
+ 146.64%
$855.86 - $1339.13 $635K - $994K
1.25K $1.67M
AVGO
Broadcom Inc.

Technology
1.57K
+ 22.23%
$146.29 - $275.65 $229K - $432K
8.62K $2.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
119
+ 0.71%
$496.48 - $617.85 $59.1K - $73.5K
17K $10.5M
PLTR
Palantir Technologies Inc.

Technology
296
+ 1.68%
$74.01 - $144.25 $21.9K - $42.7K
17.9K $2.44M
EMR
Emerson Electric CO

Industrials
5.07K
+ 44.76%
$94.15 - $133.33 $477K - $675K
16.4K $2.18M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.48K
+ 153.52%
$321.63 - $509.31 $477K - $755K
2.45K $1.25M
GOOG
Alphabet Inc.

Communication Services
843
+ 2.91%
$146.58 - $180.01 $124K - $152K
29.8K $5.29M
AMAT
Applied Materials Inc

Technology
3.66K
+ 175.99%
$126.95 - $183.52 $464K - $671K
5.74K $1.05M
GS
Goldman Sachs Group Inc

Financial Services
176
+ 4.7%
$462.22 - $707.75 $81.4K - $125K
3.92K $2.77M
ORCL
Oracle Corp

Technology
20
+ 0.23%
$122.82 - $218.63 $2.46K - $4.37K
8.56K $1.87M
JHMM
John Hancock Multifactor Mid C

ETFs
9.21K
+ 32.18%
$50.32 - $61.13 $463K - $563K
37.8K $2.31M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
5.11K
+ 7.42%
$52.66 - $64.01 $269K - $327K
74K $4.74M
AGNC
Agnc Investment Corp.

Real Estate
72.1K
+ 110.29%
$8.12 - $9.49 $586K - $684K
138K $1.26M
UPS
United Parcel Service Inc

Industrials
6.33K
+ 122.95%
$91.92 - $110.2 $581K - $697K
11.5K $1.16M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.02K
+ 17.24%
$141.37 - $228.57 $144K - $232K
6.92K $1.57M
FTNT
Fortinet, Inc.

Technology
5.2K
+ 130.72%
$84.71 - $108.69 $440K - $565K
9.17K $969K
GLW
Corning Inc

Technology
752
+ 0.98%
$39.07 - $52.59 $29.4K - $39.5K
77.8K $4.09M
FN
Fabrinet

Technology
1.3K
+ 70.72%
$171.03 - $298.93 $222K - $388K
3.13K $922K
MS
Morgan Stanley

Financial Services
224
+ 1.09%
$99.83 - $140.86 $22.4K - $31.6K
20.8K $2.93M
CSCO
Cisco Systems, Inc.

Technology
762
+ 1.24%
$53.19 - $69.38 $40.5K - $52.9K
62.1K $4.31M
ACN
Accenture PLC

Technology
1.83K
+ 90.75%
$279.23 - $323.21 $512K - $593K
3.86K $1.15M
COP
Conocophillips

Energy
6.39K
+ 165.94%
$82.66 - $106.1 $528K - $678K
10.2K $919K
WELL
Welltower Inc.

Real Estate
3.29K
+ 209.15%
$136.49 - $155.22 $449K - $511K
4.87K $748K
VGT
Vanguard Information Technolog

ETFs
399
+ 23.37%
$470.37 - $663.28 $188K - $265K
2.11K $1.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
9
+ 0.13%
$320.42 - $424.58 $2.88K - $3.82K
6.83K $2.9M
BEN
Franklin Resources Inc

Financial Services
13.8K
+ 70.07%
$16.66 - $23.85 $230K - $330K
33.5K $800K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
369
+ 10.25%
$456.74 - $568.03 $169K - $210K
3.97K $2.25M
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
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.53K
+ 14.05%
$50.48 - $50.71 $330K - $331K
53K $2.69M
XLK
Technology Sector Spdr

ETFs
156
+ 2.49%
$179.73 - $253.23 $28K - $39.5K
6.42K $1.63M
CGXU
Capital Group Intl Focus Equit

ETFs
9.7K
+ 41.97%
$21.44 - $27.35 $208K - $265K
32.8K $890K
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
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
9.72K
+ 2.36%
$20.12 - $21.0 $195K - $204K
421K $8.8M
VIG
Vanguard Dividend Appreciation

ETFs
1.61K
+ 8.3%
N/A
21K $3.82M
HON
Honeywell International Inc

Industrials
306
+ 2.97%
$182.86 - $232.88 $56K - $71.3K
10.6K $2.47M
PSEC
Prospect Capital Corp

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