Moloney Securities Asset Management, LLC Sells in Q1 2025

Moloney Securities Asset Management, LLC

  • $664 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IYF
Ishares Tr

ETFs
-80.8K
- 94.67%
$107.69 - $119.37 $8.7M - $9.64M
4.55K $513K
SPY
Spdr S&P 500 ETF Trust

ETFs
-12.8K
- 43.12%
$551.42 - $612.93 $7.05M - $7.84M
16.9K $9.44M
IVW
Ishares S&P 500 Growth ETF

ETFs
-65.7K
- 65.13%
$92.45 - $106.69 $6.08M - $7.01M
35.2K $3.27M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-14.7K
- 95.02%
$408.78 - $448.82 $6.02M - $6.6M
772 $324K
IVE
Ishares S&P 500 Value ETF

ETFs
-31.5K
- 91.39%
$185.78 - $198.58 $5.85M - $6.25M
2.97K $565K
AAPL
Apple Inc.

Technology
-9.47K
- 9.78%
$209.68 - $247.1 $1.99M - $2.34M
87.4K $19.4M
NVDA
Nvidia Corp

Technology
-10.2K
- 7.18%
$106.98 - $149.43 $1.09M - $1.52M
132K $14.3M
MSFT
Microsoft Corp

Technology
-4.75K
- 9.45%
$375.39 - $447.2 $1.78M - $2.13M
45.5K $17.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.55K
- 5.63%
$190.26 - $242.06 $866K - $1.1M
76.3K $14.5M
SBUX
Starbucks Corp

Consumer Cyclical
-32.5K
- 84.32%
$91.75 - $115.81 $2.99M - $3.77M
6.05K $593K
GOOGL
Alphabet Inc.

Communication Services
-4.44K
- 7.19%
$154.33 - $206.19 $685K - $915K
57.2K $8.85M
SQ
Block, Inc.

Technology
-14.1K
- 20.38%
$54.04 - $92.95 $760K - $1.31M
54.9K $3.14M
UNH
Unitedhealth Group Inc

Healthcare
-4.62K
- 42.43%
$461.52 - $548.18 $2.13M - $2.53M
6.27K $3.28M
GILD
Gilead Sciences, Inc.

Healthcare
-22.6K
- 89.94%
$89.14 - $117.41 $2.02M - $2.66M
2.53K $283K
PGR
Progressive Corp

Financial Services
-7.03K
- 83.79%
$235.61 - $291.22 $1.66M - $2.05M
1.36K $384K
CRM
Salesforce, Inc.

Technology
-4.2K
- 82.4%
$268.36 - $359.95 $1.13M - $1.51M
896 $240K
CNC
Centene Corp

Healthcare
-21.9K
- 78.09%
$55.93 - $65.89 $1.23M - $1.44M
6.15K $373K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-31.8K
- 26.75%
$40.24 - $40.65 $1.28M - $1.29M
87.1K $3.54M
ABBV
Abb Vie Inc.

Healthcare
-9.3K
- 42.1%
$169.2 - $216.66 $1.57M - $2.01M
12.8K $2.68M
NOW
Service Now, Inc.

Technology
-1.05K
- 68.57%
$783.83 - $1170.39 $821K - $1.23M
480 $382K
ROST
Ross Stores, Inc.

Consumer Cyclical
-6.06K
- 39.3%
$123.3 - $154.95 $747K - $939K
9.36K $1.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-8.7K
- 31.23%
$128.74 - $138.67 $1.12M - $1.21M
19.1K $2.6M
HD
Home Depot, Inc.

Consumer Cyclical
-1.9K
- 15.09%
$347.25 - $424.87 $659K - $806K
10.7K $3.91M
MCD
Mcdonalds Corp

Consumer Cyclical
-4.09K
- 30.37%
$279.74 - $321.29 $1.14M - $1.31M
9.36K $2.93M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-35.9K
- 8.04%
$20.7 - $21.15 $744K - $760K
411K $8.51M
USFR
Wisdomtree Floating Rate Treas

ETFs
-17.9K
- 25.91%
$50.29 - $50.5 $898K - $902K
51.1K $2.57M
SHOP
Shopify Inc.

Technology
-4.05K
- 9.1%
$90.59 - $129.31 $367K - $524K
40.5K $3.87M
TFC
Truist Financial Corp

Financial Services
-16.6K
- 24.32%
$39.48 - $48.15 $654K - $798K
51.6K $2.12M
ADSK
Autodesk, Inc.

Technology
-3.35K
- 69.53%
N/A
1.47K $360K
INFY
Infosys LTD

Technology
-26.9K
- 31.51%
$18.06 - $22.89 $485K - $615K
58.4K $1.07M
HON
Honeywell International Inc

Industrials
-2.79K
- 21.3%
$202.75 - $226.52 $566K - $632K
10.3K $2.18M
JPM
Jpmorgan Chase & CO

Financial Services
-3.39K
- 13.11%
$225.19 - $279.95 $764K - $949K
22.5K $5.51M
AVGO
Broadcom Inc.

Technology
-884
- 11.14%
$167.43 - $244.7 $148K - $216K
7.05K $1.18M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.96K
- 18.93%
$142.1 - $183.56 $278K - $359K
8.37K $1.2M
GLD
Spdr Gold Trust

ETFs
-3.43K
- 43.97%
$243.19 - $288.14 $834K - $988K
4.37K $1.26M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.34K
- 30.36%
$111.56 - $223.11 $149K - $298K
3.06K $342K
ADBE
Adobe Inc.

Technology
-589
- 11.36%
$377.84 - $464.11 $223K - $273K
4.6K $1.76M
MSI
Motorola Solutions, Inc.

Technology
-1.03K
- 42.86%
$411.73 - $482.1 $425K - $498K
1.38K $602K
USB
Us Bancorp \De\

Financial Services
-5.27K
- 11.23%
$40.92 - $50.9 $216K - $268K
41.7K $1.76M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.63K
- 18.44%
$47.79 - $59.89 $221K - $277K
20.5K $1.03M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.72K
- 16.35%
$168.84 - $202.89 $290K - $348K
8.79K $1.54M
TXN
Texas Instruments Inc

Technology
-2.43K
- 16.15%
N/A
12.6K $2.45M
ROP
Roper Technologies Inc

Industrials
-980
- 59.25%
$502.71 - $593.81 $493K - $582K
674 $397K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-4.59K
- 51.31%
$80.73 - $94.96 $371K - $436K
4.36K $361K
NEE
Nextera Energy Inc

Utilities
-5.63K
- 12.29%
$66.96 - $76.16 $377K - $428K
40.1K $2.85M
SYY
Sysco Corp

Consumer Defensive
-5.55K
- 43.68%
$70.0 - $77.13 $389K - $428K
7.16K $537K
CLX
Clorox CO

Consumer Defensive
-1.62K
- 15.01%
$141.76 - $162.89 $229K - $264K
9.16K $1.35M
V
Visa Inc.

Financial Services
-2.9K
- 16.19%
$306.92 - $362.71 $890K - $1.05M
15K $5.26M
XLU
Utilities Sector Spdr

ETFs
-5.41K
- 55.18%
$74.7 - $80.27 $404K - $435K
4.4K $346K
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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