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
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
19
+ 0.14%
$11.9 - $15.57 $226 - $296
13.3K $203K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.17%
$166.82 - $194.23 $1K - $1.17K
3.47K $674K
BAR
Granite Shares Gold Trust

ETFs
275
+ 3.68%
$29.34 - $33.87 $8.07K - $9.31K
7.75K $252K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
387
+ 2.11%
$19.41 - $22.77 $7.51K - $8.81K
18.7K $426K
SLV
I Shares Silver Trust

ETFs
15
+ 0.14%
$27.08 - $33.74 $406 - $506
10.8K $355K
CBSH
Commerce Bancshares Inc

Financial Services
294
+ 9.0%
$55.42 - $65.63 $16.3K - $19.3K
3.56K $221K
ENB
Enbridge Inc

Energy
119
+ 1.1%
$41.09 - $47.16 $4.89K - $5.61K
11K $497K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
28
+ 0.22%
$16.57 - $20.48 $464 - $573
12.8K $261K
QCOM
Qualcomm Inc

Technology
1
+ 0.04%
$124.66 - $159.48 $125 - $159
2.48K $394K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
505
+ 0.85%
$8.72 - $10.05 $4.4K - $5.08K
59.8K $600K
IWS
Ishares Russell Midcap Value E

ETFs
17
+ 0.96%
$110.58 - $132.14 $1.88K - $2.25K
1.8K $237K
SPGI
S&P Global Inc.

Financial Services
10
+ 2.53%
$438.31 - $527.29 $4.38K - $5.27K
405 $213K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
205
+ 0.88%
$60.03 - $72.0 $12.3K - $14.8K
23.5K $1.56M
ILCV
Ishares Morningstar Value ETF

ETFs
11
+ 0.44%
$72.16 - $83.39 $794 - $917
2.49K $207K
NWBO
Northwest Biotherapeutics Inc

Healthcare
1.44K
+ 0.29%
$0.19 - $0.44 $274 - $634
502K $120K
USA
Liberty All Star Equity Fund

Financial Services
287
+ 2.24%
$5.9 - $6.81 $1.69K - $1.95K
13.1K $89K
FSIG
First Tr ETF Iv LTD Duration I
114
+ 1.1%
$18.77 - $19.14 $2.14K - $2.18K
10.5K $199K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
82
+ 0.99%
$24.48 - $24.9 $2.01K - $2.04K
8.34K $207K
PHK
Pimco High Income Fund

Financial Services
1.11K
+ 4.77%
$4.43 - $4.88 $4.93K - $5.43K
24.4K $117K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
246
+ 2.9%
$68.13 - $74.77 $16.8K - $18.4K
8.72K $634K
Celestica Inc Com
907
+ 10.72%
N/A
9.37K $0
Capital Group New Geography Eq
5.55K
+ 19.68%
N/A
33.8K $0
Capital Group Equity ETF Trust
6.83K
+ 43.42%
N/A
22.6K $0
Grail Inc Common Stock
1.9K
+ 4.97%
N/A
40.2K $0
Capital Group Dividendgrowers
10.5K
+ 119.5%
N/A
19.3K $0
Pan Global Resources Inc
10K
+ 11.11%
N/A
100K $0
Arista Networks Inc Common Sto
3.59K
+ 26.88%
N/A
16.9K $0
Blackrock Inc Common Stock
29
+ 1.74%
N/A
1.69K $0
Gsk PLC American Depositary
182
+ 0.41%
N/A
44.9K $0
Capital Group Core Balanced Et
2.36K
+ 9.02%
N/A
28.5K $0
Chimera Investment Corporation
1.37K
+ 13.56%
N/A
11.4K $0
Capital Group Conservative Equ
1.48K
+ 11.65%
N/A
14.2K $0
Solventum Corporation Common S
90
+ 1.94%
N/A
4.73K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.07K
+ 3.65%
N/A
58.6K $0
First Trust Exchange Traded Fu
4.58K
+ 19.93%
N/A
27.5K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
42.1K
+ 4.3%
N/A
1.02M $0
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
80
+ 0.71%
$7.7 - $8.45 $616 - $676
11.3K $93K
First Tr Exchange Traded Fd Vi
1.19K
+ 1.99%
N/A
61K $0
Pimco ETF Trust Pimco Multisec
9.19K
+ 29.15%
N/A
40.7K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
6.86K
+ 25.26%
N/A
34K $0
ETCC
Environmental Tectonics Corp
1.85K
+ 13.07%
$1.25 - $1.86 $2.31K - $3.44K
16K $22K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
500
+ 1.5%
$10.29 - $11.24 $5.15K - $5.62K
33.9K $370K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
250
+ 1.83%
$10.45 - $11.57 $2.61K - $2.89K
13.9K $151K
TSCO
Tractor Supply CO

Consumer Cyclical
422
+ 3.49%
$47.86 - $55.77 $20.2K - $23.5K
12.5K $661K
ORI
Old Republic International Corp

Financial Services
89
+ 0.7%
$35.25 - $39.79 $3.14K - $3.54K
12.8K $492K
SHEL
Shell PLC

Energy
50
+ 1.3%
$59.75 - $73.05 $2.99K - $3.65K
3.91K $275K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5
+ 0.06%
$90.85 - $102.31 $454 - $512
7.98K $803K
PSA
Public Storage

Real Estate
57
+ 1.18%
$266.31 - $309.77 $15.2K - $17.7K
4.9K $1.44M
DPZ
Dominos Pizza Inc

Consumer Cyclical
31
+ 0.98%
$430.72 - $497.52 $13.4K - $15.4K
3.19K $1.44M
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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