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
DVN
Devon Energy Corp

Energy
3.44K
+ 35.89%
$33.15 - $38.55 $114K - $132K
13K $486K
MELI
Mercadolibre Inc

Consumer Cyclical
17
+ 3.1%
$1739.0 - $2260.0 $29.6K - $38.4K
565 $1.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.61K
+ 10.31%
$48.43 - $49.9 $126K - $130K
27.9K $1.39M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.33K
+ 36.02%
$53.6 - $58.97 $178K - $196K
12.6K $687K
CGGO
Capital Group Global Growth Eq

ETFs
6.29K
+ 27.11%
$28.33 - $30.84 $178K - $194K
29.5K $835K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
7.22K
+ 9.32%
$14.39 - $15.91 $104K - $115K
84.7K $1.3M
MSTR
Microstrategy Inc

Technology
505
+ 62.12%
$239.27 - $396.5 $121K - $200K
1.32K $379K
GS
Goldman Sachs Group Inc

Financial Services
418
+ 12.57%
$524.81 - $672.19 $219K - $281K
3.74K $2.04M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.49K
+ 11.95%
$76.77 - $82.22 $115K - $123K
14K $1.11M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.04K
+ 27.55%
$120.07 - $144.17 $125K - $150K
4.81K $597K
JHMD
John Hancock ETF Tr Multifacto

ETFs
2.73K
+ 30.5%
$31.74 - $36.18 $86.7K - $98.9K
11.7K $408K
CGUS
Capital Group Core Equity ETF
5.02K
+ 16.39%
$33.08 - $36.62 $166K - $184K
35.6K $1.19M
XLE
Energy Sector Spdr

ETFs
653
+ 10.15%
$85.7 - $93.96 $56K - $61.4K
7.09K $662K
PEP
Pepsico Inc

Consumer Defensive
982
+ 5.61%
$142.64 - $156.42 $140K - $154K
18.5K $2.77M
IDXX
Idexx Laboratories Inc

Healthcare
241
+ 26.66%
$406.29 - $469.04 $97.9K - $113K
1.15K $480K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
4.87K
+ 29.42%
$21.89 - $22.65 $107K - $110K
21.4K $468K
ENSG
Ensign Group, Inc

Healthcare
819
+ 46.8%
$125.4 - $148.86 $103K - $122K
2.57K $332K
FTC
First Tr Lge Cap Growth

ETFs
860
+ 35.19%
$127.87 - $148.89 $110K - $128K
3.3K $434K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
671
+ 49.59%
$154.39 - $176.55 $104K - $118K
2.02K $317K
HQH
Tekla Healthcare Investors

Financial Services
5.38K
+ 49.15%
$16.23 - $18.27 $87.3K - $98.3K
16.3K $265K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
3.28K
+ 18.93%
$25.44 - $25.58 $83.5K - $83.9K
20.6K $526K
BMY
Bristol Myers Squibb CO

Healthcare
258
+ 1.64%
$53.9 - $63.11 $13.9K - $16.3K
16K $977K
EVN
Eaton Vance Municipal Income Trust

Financial Services
5.92K
+ 4.23%
$9.91 - $10.78 $58.7K - $63.9K
146K $1.5M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
11.7K
+ 9.33%
$10.43 - $10.86 $122K - $127K
137K $1.43M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
692
+ 3.07%
$60.44 - $69.57 $41.8K - $48.1K
23.3K $1.55M
CHSCL
Chs Inc

Consumer Defensive
2.11K
+ 1.91%
$25.51 - $26.26 $53.9K - $55.4K
113K $2.92M
FAST
Fastenal CO

Industrials
235
+ 2.33%
$71.11 - $79.98 $16.7K - $18.8K
10.3K $799K
VDC
Vanguard Consumer Staples ETF

ETFs
114
+ 1.72%
$206.54 - $226.16 $23.5K - $25.8K
6.74K $1.48M
FVD
First Tr Value Line Divid Inde

ETFs
1.26K
+ 7.12%
$42.61 - $45.51 $53.7K - $57.4K
19K $845K
SHEL
Shell PLC

Energy
448
+ 13.13%
$62.84 - $73.29 $28.2K - $32.8K
3.86K $282K
OMFL
Invesco Exchange Traded Self I

ETFs
1.48K
+ 12.8%
$52.19 - $57.45 $77.2K - $85K
13K $694K
BEN
Franklin Resources Inc

Financial Services
4.36K
+ 28.36%
$18.92 - $22.24 $82.5K - $96.9K
19.7K $379K
WFC
Wells Fargo & Company

Financial Services
843
+ 19.06%
$66.78 - $81.42 $56.3K - $68.6K
5.27K $378K
ARCC
Ares Capital Corp

Financial Services
2.91K
+ 30.34%
$21.28 - $23.81 $61.9K - $69.3K
12.5K $276K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
5.06K
+ 9.89%
$11.63 - $12.23 $58.8K - $61.9K
56.2K $659K
NVS
Novartis Ag

Healthcare
72
+ 1.86%
$97.14 - $115.57 $6.99K - $8.32K
3.93K $438K
BND
Vanguard Bd Index Fd Inc Total

ETFs
743
+ 18.72%
$71.17 - $73.66 $52.9K - $54.7K
4.71K $346K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
1.87K
+ 11.37%
$20.29 - $22.36 $38K - $41.9K
18.4K $405K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
4.54K
+ 8.29%
$9.62 - $10.03 $43.6K - $45.5K
59.3K $586K
IDV
Ishares Tr

ETFs
83
+ 0.54%
$27.0 - $31.7 $2.24K - $2.63K
15.5K $480K
ENB
Enbridge Inc

Energy
887
+ 8.89%
$41.54 - $45.45 $36.8K - $40.3K
10.9K $481K
DGRO
Ishares Core Dividend Growth E

ETFs
794
+ 5.49%
$60.46 - $64.42 $48K - $51.1K
15.3K $943K
ING
Ing Groep Nv

Financial Services
503
+ 4.42%
$15.51 - $20.74 $7.8K - $10.4K
11.9K $232K
ASML
Asml Holding Nv

Technology
101
+ 23.27%
$662.63 - $776.99 $66.9K - $78.5K
535 $354K
BOND
Pimco Active Bond Exchange Tra

ETFs
343
+ 3.22%
$89.27 - $92.9 $30.6K - $31.9K
11K $1.02M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.05K
+ 15.0%
$44.41 - $45.98 $46.7K - $48.3K
8.06K $367K
CHSCP
Chs Inc

Consumer Defensive
1.79K
+ 6.74%
$27.72 - $28.96 $49.5K - $51.8K
28.3K $786K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
733
+ 27.4%
$75.47 - $84.24 $55.3K - $61.7K
3.41K $262K
AZN
Astrazeneca PLC

Healthcare
12
+ 0.21%
$65.37 - $77.96 $784 - $936
5.81K $426K
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
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