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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
877
+ 21.94%
$100.04 - $100.54 $87.7K - $88.2K
4.87K $490K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.7K
+ 31.94%
$49.79 - $50.75 $84.8K - $86.5K
7.04K $357K
CAT
Caterpillar Inc

Industrials
87
+ 9.55%
$273.94 - $388.21 $23.8K - $33.8K
998 $387K
DE
Deere & CO

Industrials
49
+ 3.06%
$412.99 - $531.48 $20.2K - $26K
1.65K $837K
OMFL
Invesco Exchange Traded Self I

ETFs
453
+ 3.48%
$48.43 - $57.78 $21.9K - $26.2K
13.5K $779K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
742
+ 1.0%
$85.42 - $94.39 $63.4K - $70K
74.6K $7M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
685
+ 4.6%
$28.94 - $35.94 $19.8K - $24.6K
15.6K $559K
XLG
Invesco Exchange Traded Fd Tr

ETFs
541
+ 6.03%
$40.94 - $52.1 $22.1K - $28.2K
9.51K $495K
ENS
Ener Sys

Industrials
1.15K
+ 41.07%
$78.52 - $100.4 $90.5K - $116K
3.96K $339K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.85K
+ 26.21%
$45.3 - $50.64 $84K - $93.9K
8.93K $438K
CVCO
Cavco Industries Inc.

Consumer Cyclical
277
+ 53.47%
$396.53 - $537.62 $110K - $149K
795 $345K
SYK
Stryker Corp

Healthcare
5
+ 0.16%
$337.37 - $395.63 $1.69K - $1.98K
3.14K $1.24M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1.33K
+ 3.8%
$37.87 - $42.54 $50.3K - $56.5K
36.2K $1.52M
ESE
Esco Technologies Inc

Technology
97
+ 5.74%
$139.86 - $194.5 $13.6K - $18.9K
1.79K $342K
ARCB
Arcbest Corp

Industrials
571
+ 16.21%
$56.73 - $77.01 $32.4K - $44K
4.09K $315K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
5.35K
+ 6.04%
$10.49 - $12.99 $56.1K - $69.5K
93.9K $1.19M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
109
+ 1.97%
$57.14 - $72.68 $6.23K - $7.92K
5.65K $410K
FAST
Fastenal CO

Industrials
10.1K
+ 98.44%
$40.65 - $83.16 $412K - $844K
20.4K $858K
VONV
Vanguard Russell 1000 Value Et

ETFs
289
+ 2.33%
$73.19 - $85.21 $21.2K - $24.6K
12.7K $1.08M
BX
Blackstone Inc.

Financial Services
158
+ 4.44%
$120.07 - $151.11 $19K - $23.9K
3.71K $555K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
949
+ 7.55%
$47.46 - $55.3 $45K - $52.5K
13.5K $744K
T
At&T Inc.

Communication Services
123
+ 0.15%
$26.33 - $28.94 $3.24K - $3.56K
80.4K $2.33M
IEFA
Ishares Tr

ETFs
366
+ 11.76%
$67.83 - $84.09 $24.8K - $30.8K
3.48K $290K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
881
+ 3.16%
$49.57 - $50.27 $43.7K - $44.3K
28.8K $1.45M
HD
Home Depot, Inc.

Consumer Cyclical
141
+ 1.32%
$335.24 - $380.78 $47.3K - $53.7K
10.8K $3.97M
EVN
Eaton Vance Municipal Income Trust

Financial Services
5.52K
+ 3.78%
$9.82 - $10.45 $54.2K - $57.7K
151K $1.55M
CRM
Salesforce, Inc.

Technology
169
+ 18.86%
$236.26 - $291.15 $39.9K - $49.2K
1.07K $290K
F
Ford Motor CO

Consumer Cyclical
2.87K
+ 14.78%
$8.69 - $10.85 $25K - $31.2K
22.3K $242K
XLP
Consumer Staples Sector Spdr

ETFs
608
+ 3.28%
N/A
19.2K $1.46M
SR
Spire Inc

Utilities
918
+ 22.6%
$71.03 - $79.07 $65.2K - $72.6K
4.98K $363K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
595
+ 3.42%
$23.45 - $26.56 $14K - $15.8K
18K $477K
RS
Reliance Steel & Aluminum CO

Basic Materials
33
+ 2.53%
$262.08 - $316.81 $8.65K - $10.5K
1.34K $419K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.56K
+ 24.95%
$13.74 - $15.66 $48.9K - $55.7K
17.8K $265K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
174
+ 4.44%
$65.84 - $80.81 $11.5K - $14.1K
4.09K $327K
JHMD
John Hancock ETF Tr Multifacto

ETFs
3
+ 0.03%
$31.34 - $38.59 $94 - $116
11.7K $447K
MA
Mastercard Inc

Financial Services
28
+ 1.72%
$479.92 - $590.74 $13.4K - $16.5K
1.66K $932K
VB
Vanguard Small Cap ETF

ETFs
69
+ 5.79%
$193.73 - $237.37 $13.4K - $16.4K
1.26K $298K
KMI
Kinder Morgan, Inc.

Energy
757
+ 7.84%
$25.21 - $29.4 $19.1K - $22.3K
10.4K $306K
FTLS
First Tr Long/Short Equity ETF

ETFs
83
+ 0.74%
$60.06 - $66.28 $4.98K - $5.5K
11.2K $745K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
26
+ 0.56%
$41.45 - $54.46 $1.08K - $1.42K
4.7K $244K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
176
+ 3.73%
$39.89 - $49.46 $7.02K - $8.7K
4.9K $242K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
291
+ 2.92%
$29.52 - $35.31 $8.59K - $10.3K
10.3K $361K
ING
Ing Groep Nv

Financial Services
55
+ 0.46%
$16.62 - $21.98 $914 - $1.21K
11.9K $260K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
276
+ 6.84%
$99.1 - $99.49 $27.4K - $27.5K
4.31K $428K
PRF
Invesco Exchange Traded Fd Tr

ETFs
320
+ 5.36%
$35.77 - $42.27 $11.4K - $13.5K
6.29K $266K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
453
+ 8.72%
$37.73 - $43.54 $17.1K - $19.7K
5.65K $243K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
488
+ 6.07%
$48.5 - $49.35 $23.7K - $24.1K
8.53K $420K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11.6K
+ 1525.33%
$87.84 - $1441.89 $1.02M - $16.7M
12.3K $1.11M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
643
+ 0.47%
$9.13 - $10.58 $5.87K - $6.8K
137K $1.45M
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
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