Moloney Securities Asset Management, LLC Sells in Q2 2025

Moloney Securities Asset Management, LLC

  • $723 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADSK
Autodesk, Inc.

Technology
-500
- 34.06%
N/A
968 $237K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-4.5K
- 21.84%
$24.96 - $25.5 $112K - $115K
16.1K $410K
XITK
Spdr Ser Tr Factset Innovative

ETFs
-925
- 39.01%
$140.43 - $189.36 $130K - $175K
1.45K $273K
AEP
American Electric Power CO Inc

Utilities
-5
- 0.03%
$98.59 - $109.11 $493 - $546
18.9K $1.96M
FDX
Fedex Corp

Industrials
-310
- 20.57%
$198.07 - $245.17 $61.4K - $76K
1.2K $272K
MINN
Trust For Professional Mgrs Ma
-4K
- 20.0%
$21.29 - $22.09 $85.2K - $88.4K
16K $347K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-10K
- 45.37%
$8.43 - $8.77 $84.3K - $87.7K
12K $104K
HQH
Tekla Healthcare Investors

Financial Services
-4.63K
- 28.39%
$14.14 - $16.32 $65.5K - $75.6K
11.7K $181K
ET
Energy Transfer LP

Energy
-3.84K
- 12.81%
$15.65 - $18.93 $60K - $72.6K
26.1K $473K
DIS
Walt Disney CO

Communication Services
-1.76K
- 32.75%
$81.72 - $124.01 $144K - $219K
3.62K $449K
ROST
Ross Stores, Inc.

Consumer Cyclical
-621
- 6.63%
$126.62 - $154.26 $78.6K - $95.8K
8.74K $1.12M
FISV
Fiserv Inc

Technology
-645
- 8.39%
N/A
7.04K $881K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-76
- 24.6%
$4164.15 - $5789.24 $316K - $440K
233 $1.35M
ARCC
Ares Capital Corp

Financial Services
-3.06K
- 24.52%
$18.91 - $22.43 $57.9K - $68.7K
9.43K $207K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
-3.07K
- 5.46%
$10.83 - $11.78 $33.3K - $36.2K
53.1K $595K
HDV
Ishares Core High Dividend ETF

ETFs
-3
- 0.02%
$108.41 - $120.51 $325 - $362
16.3K $1.91M
NEE
Nextera Energy Inc

Utilities
-43
- 0.11%
$64.11 - $75.0 $2.76K - $3.23K
40.1K $2.78M
XEL
Xcel Energy Inc

Utilities
-133
- 0.72%
$65.65 - $72.39 $8.73K - $9.63K
18.4K $1.25M
MO
Altria Group, Inc.

Consumer Defensive
-26
- 0.08%
$55.56 - $60.91 $1.44K - $1.58K
33.9K $1.99M
KO
Coca Cola CO

Consumer Defensive
-133
- 0.33%
$68.37 - $73.9 $9.09K - $9.83K
40.8K $2.88M
BOND
Pimco Active Bond Exchange Tra

ETFs
-459
- 4.17%
$89.87 - $92.93 $41.3K - $42.7K
10.5K $972K
NOC
Northrop Grumman Corp

Industrials
-49
- 3.12%
$456.3 - $540.39 $22.4K - $26.5K
1.52K $760K
FDL
First Tr Morningstar Dividend

ETFs
-204
- 0.95%
$38.19 - $43.19 $7.79K - $8.81K
21.4K $894K
NMFC
New Mountain Finance Corp

Financial Services
-2.45K
- 8.03%
$9.11 - $11.09 $22.3K - $27.1K
28K $295K
CVS
Cvs Health Corp

Healthcare
-1.16K
- 3.54%
$60.04 - $70.18 $69.7K - $81.5K
31.7K $2.19M
PSX
Phillips 66

Energy
-235
- 10.56%
$92.87 - $125.73 $21.8K - $29.5K
1.99K $237K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-681
- 7.75%
$149.76 - $186.42 $102K - $127K
8.11K $1.51M
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
-563
- 18.46%
$96.27 - $130.59 $54.2K - $73.5K
2.49K $320K
FTCO
Fortitude Gold Corp

Basic Materials
-1.2K
- 5.56%
$2.96 - $5.05 $3.55K - $6.06K
20.4K $73K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-410
- 9.19%
$83.54 - $100.04 $34.3K - $41K
4.05K $403K
CCI
Crown Castle International Corp

Real Estate
-53
- 0.32%
$94.83 - $107.06 $5.03K - $5.67K
16.6K $1.7M
WM
Waste Management Inc

Industrials
-94
- 3.12%
$216.47 - $242.1 $20.3K - $22.8K
2.92K $668K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-625
- 13.11%
$51.1 - $53.29 $31.9K - $33.3K
4.14K $220K
AZN
Astrazeneca PLC

Healthcare
-135
- 2.33%
$64.87 - $75.0 $8.76K - $10.1K
5.67K $396K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-300
- 11.44%
$103.88 - $123.68 $31.2K - $37.1K
2.32K $287K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
-3K
- 16.64%
$16.89 - $21.2 $50.6K - $63.5K
15K $317K
CORP
Pimco Investment Grade Corp Bd

ETFs
-289
- 8.69%
$94.14 - $97.31 $27.2K - $28.1K
3.04K $295K
CI
Cigna Corp

Healthcare
-72
- 8.87%
$301.89 - $340.04 $21.7K - $24.5K
740 $244K
IYF
Ishares Tr

ETFs
-489
- 10.74%
$99.23 - $120.99 $48.5K - $59.2K
4.06K $491K
GILD
Gilead Sciences, Inc.

Healthcare
-164
- 6.48%
$96.91 - $113.0 $15.9K - $18.5K
2.37K $262K
AEE
Ameren Corp

Utilities
-38
- 1.15%
$94.23 - $101.68 $3.58K - $3.86K
3.26K $313K
HLI
Houlihan Lokey, Inc.

Financial Services
-235
- 16.73%
$141.59 - $182.75 $33.3K - $42.9K
1.17K $210K
MKL
Markel Corp

Financial Services
-17
- 11.89%
$1678.5 - $1997.36 $28.5K - $34K
126 $251K
FTA
First Tr Large Cap Value

ETFs
-262
- 9.27%
$67.12 - $78.63 $17.6K - $20.6K
2.56K $201K
SO
Southern CO

Utilities
-114
- 0.35%
$84.91 - $92.56 $9.68K - $10.6K
32.8K $3.02M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-86
- 5.87%
$157.93 - $175.89 $13.6K - $15.1K
1.38K $240K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.59K
- 7.73%
$51.6 - $62.74 $81.8K - $99.5K
18.9K $1.19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-152
- 3.23%
$72.02 - $73.82 $10.9K - $11.2K
4.56K $335K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
-953
- 7.06%
$8.05 - $8.68 $7.67K - $8.27K
12.6K $105K
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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