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
CHKP
Check Point Software Technologies LTD

Technology
65
+ 1.24%
$170.18 - $209.01 $11.1K - $13.6K
5.3K $988K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
200
+ 1.49%
$11.07 - $13.15 $2.21K - $2.63K
13.7K $152K
HQH
Tekla Healthcare Investors

Financial Services
312
+ 2.93%
$16.03 - $18.73 $5K - $5.84K
10.9K $175K
NVS
Novartis Ag

Healthcare
375
+ 10.76%
$96.78 - $117.18 $36.3K - $43.9K
3.86K $375K
MPW
Medical Properties Trust Inc

Real Estate
42
+ 0.28%
$3.72 - $5.77 $156 - $242
15.1K $59K
JHMD
John Hancock ETF Tr Multifacto

ETFs
2
+ 0.02%
$32.06 - $35.14 $64.1 - $70.3
8.96K $287K
PRU
Prudential Financial Inc

Financial Services
60
+ 0.42%
$114.59 - $129.52 $6.88K - $7.77K
14.3K $1.7M
AEP
American Electric Power CO Inc

Utilities
4
+ 0.13%
$90.91 - $102.21 $364 - $409
2.98K $274K
MELI
Mercadolibre Inc

Consumer Cyclical
79
+ 16.84%
$1666.0 - $2117.3 $132K - $167K
548 $931K
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.05%
$87.85 - $98.6 $176 - $197
3.9K $347K
XLU
Utilities Sector Spdr

ETFs
168
+ 1.74%
$74.89 - $82.93 $12.6K - $13.9K
9.81K $742K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.03%
$90.22 - $102.31 $90.2 - $102
3.08K $280K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
772
+ 1.53%
$11.6 - $12.83 $8.96K - $9.9K
51.1K $596K
OXSQ
Oxford Square Capital Corp.

Financial Services
5.32K
+ 3.56%
$2.41 - $2.98 $12.8K - $15.9K
155K $377K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.4K
+ 192.85%
$26.93 - $84.95 $549K - $1.73M
31K $846K
RTX
Raytheon Technologies Corp

Industrials
85
+ 0.67%
$114.45 - $127.21 $9.73K - $10.8K
12.8K $1.48M
GIS
General Mills Inc

Consumer Defensive
462
+ 5.26%
$62.78 - $74.62 $29K - $34.5K
9.25K $589K
LHX
L3 Harris Technologies, Inc.

Industrials
100
+ 3.33%
$208.94 - $264.22 $20.9K - $26.4K
3.11K $652K
FT
Franklin Universal Trust

Financial Services
12.4K
+ 1.87%
$7.22 - $7.79 $89.4K - $96.4K
673K $4.92M
MU
Micron Technology Inc

Technology
75
+ 1.27%
$84.16 - $113.41 $6.31K - $8.51K
6K $504K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
443
+ 0.61%
$88.59 - $94.57 $39.2K - $41.9K
73.2K $6.5M
UNP
Union Pacific Corp

Industrials
38
+ 0.45%
$223.15 - $249.32 $8.48K - $9.47K
8.49K $1.94M
GD
General Dynamics Corp

Industrials
725
+ 8.29%
$260.28 - $314.03 $189K - $228K
9.47K $2.49M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
1.14K
+ 1.49%
$14.68 - $17.32 $16.7K - $19.8K
77.5K $1.15M
MRK
Merck & Co., Inc.

Healthcare
214
+ 1.55%
$96.31 - $114.76 $20.6K - $24.6K
14K $1.39M
TSCO
Tractor Supply CO

Consumer Cyclical
15.5K
+ 343.93%
$52.59 - $303.74 $814K - $4.7M
20K $1.06M
ECL
Ecolab Inc.

Basic Materials
120
+ 0.86%
$234.32 - $261.43 $28.1K - $31.4K
14.1K $3.3M
UBER
Uber Technologies, Inc

Technology
1.71K
+ 6.82%
$59.93 - $86.34 $103K - $148K
26.8K $1.62M
PEP
Pepsico Inc

Consumer Defensive
43
+ 0.25%
$151.29 - $176.1 $6.51K - $7.57K
17.5K $2.66M
AMD
Advanced Micro Devices Inc

Technology
263
+ 3.31%
$118.88 - $172.8 $31.3K - $45.4K
8.21K $991K
IDU
Ishares Tr U S Utils ETF

ETFs
688
+ 0.82%
$94.65 - $105.73 $65.1K - $72.7K
84.1K $8.09M
CVS
Cvs Health Corp

Healthcare
708
+ 2.66%
$43.78 - $67.46 $31K - $47.8K
27.3K $1.23M
NEE
Nextera Energy Inc

Utilities
164
+ 0.36%
$69.77 - $85.43 $11.4K - $14K
45.8K $3.28M
LMT
Lockheed Martin Corp

Industrials
60
+ 0.93%
$479.66 - $614.62 $28.8K - $36.9K
6.55K $3.18M
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
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