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
CGDV
Capital Group Divid Value ETF

ETFs
2.91K
+ 6.78%
$31.93 - $39.49 $92.9K - $115K
45.8K $1.81M
SQ
Block, Inc.

Technology
4.88K
+ 8.88%
N/A
59.8K $3.42M
PM
Philip Morris International Inc.

Consumer Defensive
253
+ 2.7%
$149.23 - $184.95 $37.8K - $46.8K
9.62K $1.75M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.17K
+ 3.39%
$59.8 - $60.07 $249K - $250K
127K $7.61M
XLU
Utilities Sector Spdr

ETFs
2.92K
+ 66.33%
$73.09 - $82.77 $213K - $241K
7.32K $597K
LSPD
Lightspeed Commerce Inc.

Technology
8.5K
+ 17.36%
$7.86 - $12.11 $66.8K - $103K
57.5K $672K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.22K
+ 7.02%
$72.96 - $90.39 $89K - $110K
18.6K $1.66M
GD
General Dynamics Corp

Industrials
242
+ 2.75%
$247.68 - $291.66 $59.9K - $70.6K
9.06K $2.64M
DGRO
Ishares Core Dividend Growth E

ETFs
3.12K
+ 20.43%
$55.22 - $63.94 $172K - $199K
18.4K $1.18M
TMUS
T Mobile Us, Inc.

Communication Services
2.1K
+ 21.2%
$220.99 - $268.54 $464K - $563K
12K $2.86M
ECL
Ecolab Inc.

Basic Materials
86
+ 0.71%
$225.65 - $270.95 $19.4K - $23.3K
12.1K $3.27M
RTX
Raytheon Technologies Corp

Industrials
445
+ 4.16%
$113.75 - $148.48 $50.6K - $66.1K
11.2K $1.63M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.07K
+ 14.83%
$70.7 - $82.14 $147K - $170K
16K $1.32M
CB
Chubb LTD

Financial Services
832
+ 30.81%
$274.32 - $302.46 $228K - $252K
3.53K $1.02M
TJX
Tjx Companies Inc

Consumer Cyclical
1.51K
+ 38.89%
$119.13 - $135.03 $179K - $203K
5.38K $664K
NVS
Novartis Ag

Healthcare
1.22K
+ 31.02%
$101.96 - $121.01 $124K - $148K
5.15K $623K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.05K
+ 8.82%
$77.74 - $78.78 $159K - $161K
25.3K $1.99M
MCO
Moodys Corp

Financial Services
70
+ 1.86%
$396.7 - $501.59 $27.8K - $35.1K
3.83K $1.92M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
197
+ 13.29%
$299.15 - $396.54 $58.9K - $78.1K
1.68K $665K
UNP
Union Pacific Corp

Industrials
934
+ 11.54%
$208.27 - $238.46 $195K - $223K
9.03K $2.08M
VVR
Invesco Senior Income Trust

Financial Services
38.8K
+ 12.5%
$3.31 - $3.8 $128K - $148K
349K $1.33M
MSTR
Microstrategy Inc

Technology
16
+ 1.21%
$237.95 - $421.61 $3.81K - $6.75K
1.33K $539K
USB
Us Bancorp \De\

Financial Services
607
+ 1.46%
$36.4 - $45.76 $22.1K - $27.8K
42.3K $1.91M
FT
Franklin Universal Trust

Financial Services
12.1K
+ 1.81%
$6.95 - $7.62 $84.3K - $92.4K
683K $5.21M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.52K
+ 47.02%
$100.35 - $100.71 $152K - $153K
4.74K $476K
GIS
General Mills Inc

Consumer Defensive
3.92K
+ 59.33%
$50.37 - $60.97 $197K - $239K
10.5K $544K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5
+ 0.04%
$57.46 - $75.58 $287 - $378
11.8K $894K
CGUS
Capital Group Core Equity ETF
349
+ 0.98%
$29.93 - $36.93 $10.4K - $12.9K
36K $1.33M
AZO
Autozone Inc

Consumer Cyclical
45
+ 15.9%
$3478.38 - $3880.15 $157K - $175K
328 $1.22M
LMT
Lockheed Martin Corp

Industrials
56
+ 0.83%
$430.82 - $486.45 $24.1K - $27.2K
6.79K $3.15M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
3.32K
+ 3.82%
$40.41 - $40.68 $134K - $135K
90.4K $3.68M
JHML
John Hancock Multifactor Large

ETFs
79
+ 0.36%
$59.74 - $73.35 $4.72K - $5.79K
22K $1.61M
GE
General Electric CO

Industrials
56
+ 2.9%
$166.81 - $257.39 $9.34K - $14.4K
1.99K $511K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.24K
+ 29.37%
$96.84 - $99.46 $120K - $123K
5.46K $541K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.03%
$468.22 - $566.51 $468 - $567
3.67K $2.08M
VDC
Vanguard Consumer Staples ETF

ETFs
541
+ 8.03%
$204.89 - $224.73 $111K - $122K
7.28K $1.59M
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.01%
$92.79 - $134.29 $92.8 - $134
6.73K $894K
ADBE
Adobe Inc.

Technology
260
+ 5.65%
$340.0 - $420.68 $88.4K - $109K
4.86K $1.88M
NOW
Service Now, Inc.

Technology
4
+ 0.83%
$721.65 - $1040.18 $2.89K - $4.16K
484 $497K
TFC
Truist Financial Corp

Financial Services
409
+ 0.79%
$34.79 - $42.99 $14.2K - $17.6K
52K $2.23M
GLD
Spdr Gold Trust

ETFs
128
+ 2.93%
$273.71 - $316.29 $35K - $40.5K
4.5K $1.37M
V
Visa Inc.

Financial Services
103
+ 0.69%
$308.27 - $373.31 $31.8K - $38.5K
15.1K $5.37M
WMB
Williams Companies, Inc.

Energy
227
+ 0.75%
$54.33 - $62.87 $12.3K - $14.3K
30.4K $1.91M
PGR
Progressive Corp

Financial Services
468
+ 34.44%
$255.27 - $288.74 $119K - $135K
1.83K $487K
APP
App Lovin Corp

Technology
58
+ 6.12%
$219.37 - $417.89 $12.7K - $24.2K
1.01K $352K
TXN
Texas Instruments Inc

Technology
482
+ 3.83%
N/A
13.1K $2.54M
VCR
Vanguard Consumer Discretionar

ETFs
136
+ 11.85%
$290.42 - $364.35 $39.5K - $49.6K
1.28K $465K
SANM
Sanmina Corp

Technology
138
+ 3.91%
$67.3 - $98.07 $9.29K - $13.5K
3.67K $358K
VMI
Valmont Industries Inc

Industrials
156
+ 16.56%
$263.86 - $333.86 $41.2K - $52.1K
1.1K $358K
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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