Moloney Securities Asset Management, LLC Incresed Positions 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
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
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
PG
Procter & Gamble CO

Consumer Defensive
11.1K
+ 42.87%
$158.56 - $176.26 $1.76M - $1.95M
36.9K $6.29M
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
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
PFE
Pfizer Inc

Healthcare
54.3K
+ 314.64%
$25.01 - $27.13 $1.36M - $1.47M
71.6K $1.81M
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
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
CVX
Chevron Corp

Energy
88
+ 0.34%
$146.71 - $167.97 $12.9K - $14.8K
25.8K $4.32M
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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
617
+ 0.84%
$87.68 - $94.52 $54.1K - $58.3K
73.8K $6.92M
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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.2K
+ 22.09%
$76.94 - $78.28 $323K - $329K
23.2K $1.82M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.92K
+ 20.18%
$74.85 - $84.89 $218K - $248K
17.4K $1.42M
VGT
Vanguard Information Technolog

ETFs
733
+ 75.26%
$542.38 - $646.34 $398K - $474K
1.71K $925K
CHKP
Check Point Software Technologies LTD

Technology
395
+ 7.46%
$179.88 - $231.31 $71.1K - $91.4K
5.69K $1.3M
CCI
Crown Castle International Corp

Real Estate
846
+ 5.37%
$84.33 - $106.39 $71.3K - $90K
16.6K $1.73M
CGXU
Capital Group Intl Focus Equit

ETFs
12K
+ 108.01%
$24.48 - $26.59 $294K - $319K
23.1K $565K
VONV
Vanguard Russell 1000 Value Et

ETFs
3.28K
+ 35.99%
$80.21 - $86.14 $263K - $283K
12.4K $1.02M
MO
Altria Group, Inc.

Consumer Defensive
263
+ 0.78%
$50.81 - $60.02 $13.4K - $15.8K
33.9K $2.04M
CGGR
Capital Group Growth ETF Shs C

ETFs
10.8K
+ 31.31%
$33.98 - $39.84 $367K - $431K
45.3K $1.55M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.58K
+ 63.16%
$48.65 - $53.06 $223K - $243K
11.8K $614K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.11K
+ 34.83%
$50.39 - $50.66 $257K - $259K
19.8K $1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.08K
+ 8.64%
$64.88 - $72.1 $524K - $583K
102K $6.68M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
5.23K
+ 17.65%
$40.38 - $42.65 $211K - $223K
34.9K $1.45M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
708
+ 91.47%
$333.37 - $384.99 $236K - $273K
1.48K $495K
AZO
Autozone Inc

Consumer Cyclical
7
+ 2.54%
$3193.96 - $3828.11 $22.4K - $26.8K
283 $1.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.3K
+ 7.44%
$169.43 - $182.84 $221K - $238K
18.8K $3.26M
RDVY
First Trust Rising Dividend Ac

ETFs
3.4K
+ 19.84%
$57.22 - $63.39 $194K - $215K
20.5K $1.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.42K
+ 83.9%
$32.57 - $35.82 $177K - $194K
11.9K $393K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
65
+ 3.75%
$402.49 - $513.76 $26.2K - $33.4K
1.8K $871K
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
Track This Portfolio

Track Moloney Securities Asset Management, LLC Portfolio

Follow Moloney Securities Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moloney Securities Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moloney Securities Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email