Moloney Securities Asset Management, LLC Incresed Positions in Q4 2024

Moloney Securities Asset Management, LLC

  • $706 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
14.6K
+ 1711.46%
$417.69 - $450.94 $6.11M - $6.6M
15.5K $6.59M
IVE
Ishares S&P 500 Value ETF

ETFs
31.5K
+ 1062.57%
$189.5 - $206.17 $5.97M - $6.49M
34.4K $6.58M
AMZN
Amazon Com Inc

Consumer Cyclical
11.2K
+ 16.04%
$180.88 - $232.93 $2.02M - $2.6M
80.8K $17.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
61.1K
+ 327.89%
$69.3 - $74.3 $4.23M - $4.54M
79.7K $5.7M
GOOGL
Alphabet Inc.

Communication Services
11.5K
+ 22.81%
$161.86 - $196.66 $1.85M - $2.25M
61.7K $11.7M
NVDA
Nvidia Corp

Technology
5.76K
+ 4.23%
$117.0 - $148.88 $674K - $858K
142K $19.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
18.8K
+ 22.92%
$94.43 - $105.47 $1.78M - $1.98M
101K $10.2M
TFLO
Ishares Treasury Floating Rate

ETFs
40.3K
+ 177.36%
$50.37 - $50.63 $2.03M - $2.04M
63.1K $3.18M
SQ
Block, Inc.

Technology
4.16K
+ 6.42%
$65.06 - $98.92 $271K - $412K
69K $5.86M
META
Meta Platforms, Inc.

Communication Services
1.91K
+ 15.62%
$554.08 - $632.68 $1.06M - $1.21M
14.1K $8.34M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15.5K
+ 161.06%
$55.73 - $66.16 $863K - $1.02M
25.1K $1.51M
BKNG
Booking Holdings Inc.

Consumer Cyclical
162
+ 110.2%
$4100.99 - $5300.34 $664K - $859K
309 $1.54M
IYF
Ishares Tr

ETFs
3.08K
+ 3.74%
$102.7 - $119.05 $316K - $366K
85.4K $9.44M
JPM
Jpmorgan Chase & CO

Financial Services
118
+ 0.46%
$205.18 - $250.29 $24.2K - $29.5K
25.9K $6.2M
WMT
Walmart Inc.

Consumer Defensive
2.03K
+ 3.79%
$79.1 - $95.7 $161K - $194K
55.6K $5.02M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
17.7K
+ 17.44%
$40.34 - $40.62 $712K - $717K
119K $4.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
475
+ 1.63%
$567.81 - $607.81 $270K - $289K
29.7K $17.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.96K
+ 8.03%
$66.77 - $71.52 $464K - $497K
93.5K $6.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
865
+ 33.31%
$521.84 - $558.82 $451K - $483K
3.46K $1.87M
VVR
Invesco Senior Income Trust

Financial Services
118K
+ 69.97%
$3.83 - $4.07 $452K - $481K
287K $1.13M
GS
Goldman Sachs Group Inc

Financial Services
336
+ 11.24%
$486.1 - $608.57 $163K - $204K
3.33K $1.9M
CSCO
Cisco Systems, Inc.

Technology
452
+ 0.68%
$52.45 - $60.02 $23.7K - $27.1K
66.5K $3.94M
CGUS
Capital Group Core Equity ETF
11.3K
+ 58.54%
$33.96 - $36.24 $384K - $410K
30.6K $1.07M
CVX
Chevron Corp

Energy
3.17K
+ 14.03%
$141.15 - $162.53 $447K - $515K
25.8K $3.73M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
38K
+ 43.66%
$10.64 - $11.1 $404K - $421K
125K $1.34M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.78K
+ 29.1%
$34.49 - $39.24 $268K - $305K
34.5K $1.28M
CGDV
Capital Group Divid Value ETF

ETFs
10.5K
+ 31.09%
$35.16 - $37.12 $371K - $391K
44.4K $1.57M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.93K
+ 58.26%
$90.42 - $94.5 $355K - $371K
10.7K $964K
USFR
Wisdomtree Floating Rate Treas

ETFs
6.18K
+ 9.85%
$50.23 - $50.46 $310K - $312K
68.9K $3.47M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.61K
+ 18.99%
$89.97 - $98.59 $235K - $257K
16.3K $1.55M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.84K
+ 7.93%
$61.68 - $67.87 $299K - $329K
65.9K $4.11M
VTI
Vanguard Total Stock Market Et

ETFs
631
+ 3.58%
$280.04 - $302.45 $177K - $191K
18.2K $5.28M
FTSL
First Trust Senior Ln Fund

ETFs
6.03K
+ 12.71%
$45.9 - $46.48 $277K - $280K
53.5K $2.47M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
3.26K
+ 5.11%
$59.58 - $63.93 $194K - $208K
67K $4.1M
CHSCL
Chs Inc

Consumer Defensive
11.1K
+ 11.12%
$25.4 - $26.42 $281K - $292K
111K $2.84M
HSY
Hershey CO

Consumer Defensive
1.95K
+ 55.14%
$168.67 - $193.65 $329K - $378K
5.49K $930K
VONV
Vanguard Russell 1000 Value Et

ETFs
3.19K
+ 53.67%
$80.87 - $87.69 $258K - $279K
9.12K $740K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.25K
+ 4.74%
$59.74 - $60.03 $254K - $255K
93.9K $5.61M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.88K
+ 30.01%
$77.23 - $82.11 $223K - $237K
12.5K $971K
CAT
Caterpillar Inc

Industrials
645
+ 89.58%
$360.37 - $416.88 $232K - $269K
1.37K $495K
DPZ
Dominos Pizza Inc

Consumer Cyclical
543
+ 19.08%
$408.59 - $476.19 $222K - $259K
3.39K $1.42M
PANW
Palo Alto Networks Inc

Technology
5.89K
+ 107.09%
$181.96 - $405.9 $1.07M - $2.39M
11.4K $2.07M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
3.41K
+ 3.94%
$11.18 - $13.68 $38.2K - $46.7K
90K $1.14M
VDC
Vanguard Consumer Staples ETF

ETFs
1.08K
+ 19.38%
$210.96 - $223.62 $227K - $241K
6.63K $1.4M
WDAY
Workday, Inc.

Technology
648
+ 51.55%
$233.85 - $279.91 $152K - $181K
1.91K $491K
XEL
Xcel Energy Inc

Utilities
551
+ 0.91%
$62.16 - $72.92 $34.3K - $40.2K
61.3K $4.14M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.85K
+ 46.58%
$46.94 - $51.62 $134K - $147K
8.97K $448K
IETC
Ishares U S ETF Tr

ETFs
1.3K
+ 20.85%
$77.24 - $89.31 $101K - $116K
7.55K $644K
DGRO
Ishares Core Dividend Growth E

ETFs
2.76K
+ 23.58%
$60.73 - $64.94 $168K - $179K
14.5K $887K
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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