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
VCR
Vanguard Consumer Discretionar

ETFs
-22
- 1.88%
$318.51 - $391.75 $7.01K - $8.62K
1.15K $373K
ABNB
Airbnb, Inc.

Consumer Cyclical
-335
- 16.1%
$119.38 - $161.42 $40K - $54.1K
1.75K $208K
RTX
Raytheon Technologies Corp

Industrials
-2.09K
- 16.35%
$114.1 - $135.66 $239K - $284K
10.7K $1.42M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.43K
- 14.43%
$68.32 - $75.06 $97.6K - $107K
8.47K $632K
T
At&T Inc.

Communication Services
-22.1K
- 21.61%
$21.56 - $28.28 $477K - $626K
80.3K $2.27M
FDX
Fedex Corp

Industrials
-11
- 0.72%
$230.33 - $281.53 $2.53K - $3.1K
1.51K $367K
SPTN
Spartan Nash CO

Consumer Defensive
-5.7K
- 20.05%
$17.43 - $20.97 $99.4K - $120K
22.7K $460K
CSX
Csx Corp

Industrials
-728
- 5.42%
$29.11 - $33.67 $21.2K - $24.5K
12.7K $374K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-2
- 0.24%
$314.47 - $431.35 $629 - $863
832 $304K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-515
- 13.78%
$100.34 - $100.68 $51.7K - $51.9K
3.22K $324K
PHM
Pultegroup Inc

Consumer Cyclical
-39
- 0.62%
$101.09 - $118.51 $3.94K - $4.62K
6.21K $638K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-554
- 4.47%
$62.72 - $71.92 $34.7K - $39.8K
11.8K $745K
FTA
First Tr Large Cap Value

ETFs
-506
- 15.19%
$74.42 - $80.34 $37.7K - $40.7K
2.83K $216K
CGDV
Capital Group Divid Value ETF

ETFs
-1.52K
- 3.43%
$34.95 - $37.36 $53.3K - $56.9K
42.9K $1.53M
HWM
Howmet Aerospace Inc.

Industrials
-1.67K
- 18.84%
$110.79 - $139.39 $185K - $233K
7.19K $932K
IWV
Ishares Russell 3000 ETF

ETFs
-32
- 2.05%
$313.1 - $349.83 $10K - $11.2K
1.53K $486K
UL
Unilever PLC

Consumer Defensive
-983
- 11.68%
$54.72 - $60.29 $53.8K - $59.3K
7.43K $442K
MCO
Moodys Corp

Financial Services
-12
- 0.32%
$437.8 - $527.48 $5.25K - $6.33K
3.76K $1.75M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-46
- 3.28%
$192.82 - $222.1 $8.87K - $10.2K
1.36K $262K
ET
Energy Transfer LP

Energy
-88
- 0.29%
$17.26 - $21.08 $1.52K - $1.86K
29.9K $556K
HLI
Houlihan Lokey, Inc.

Financial Services
-72
- 4.87%
$154.43 - $187.4 $11.1K - $13.5K
1.41K $226K
EMF
Templeton Emerging Markets Fund

Financial Services
-3.72K
- 18.23%
$11.76 - $13.49 $43.8K - $50.2K
16.7K $214K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
-804
- 7.69%
$21.45 - $25.3 $17.2K - $20.3K
9.65K $207K
VO
Vanguard Mid Cap ETF

ETFs
-52
- 2.56%
$251.87 - $277.95 $13.1K - $14.5K
1.98K $511K
UNP
Union Pacific Corp

Industrials
-396
- 4.66%
$225.21 - $254.42 $89.2K - $101K
8.1K $1.91M
HYLS
First Tr Tactical High Yield L

ETFs
-415
- 2.26%
$40.95 - $41.77 $17K - $17.3K
18K $737K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-488
- 9.29%
$50.82 - $52.7 $24.8K - $25.7K
4.77K $250K
AIQUY
Air Liquide Adr

Basic Materials
-5.71K
- 16.68%
$31.81 - $39.68 $182K - $227K
28.6K $1.09M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-70
- 2.91%
$92.51 - $102.81 $6.48K - $7.2K
2.33K $215K
AKAM
Akamai Technologies Inc

Technology
-195
- 2.28%
N/A
8.35K $758K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-542
- 10.3%
$42.5 - $46.71 $23K - $25.3K
4.72K $213K
VNQ
Vanguard Specialized Funds Van

ETFs
-240
- 6.15%
$85.55 - $94.34 $20.5K - $22.6K
3.66K $331K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
-881
- 4.66%
$18.41 - $19.64 $16.2K - $17.3K
18K $343K
FTNT
Fortinet, Inc.

Technology
-240
- 5.69%
$92.49 - $114.57 $22.2K - $27.5K
3.98K $382K
PSEC
Prospect Capital Corp

Financial Services
-2.17K
- 8.11%
$4.1 - $4.45 $8.89K - $9.65K
24.6K $100K
XLB
Select Sector Spdr Fd Material

ETFs
-195
- 7.11%
$83.19 - $90.99 $16.2K - $17.7K
2.55K $219K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-144
- 8.95%
$162.48 - $175.37 $23.4K - $25.3K
1.47K $254K
KMB
Kimberly Clark Corp

Consumer Defensive
-249
- 11.38%
$124.46 - $147.4 $31K - $36.7K
1.94K $275K
SLV
I Shares Silver Trust

ETFs
-2.28K
- 17.37%
$26.93 - $31.32 $61.3K - $71.3K
10.8K $335K
MA
Mastercard Inc

Financial Services
-84
- 4.9%
$504.67 - $576.31 $42.4K - $48.4K
1.63K $894K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-1.48K
- 1.64%
$11.96 - $13.56 $17.7K - $20K
88.5K $1.14M
SPGI
S&P Global Inc.

Financial Services
-21
- 5.05%
$478.26 - $543.77 $10K - $11.4K
395 $200K
AEE
Ameren Corp

Utilities
-496
- 13.07%
$86.87 - $103.67 $43.1K - $51.4K
3.3K $331K
NRDY
Nerdy Inc.

Technology
-500
- 1.74%
$1.42 - $1.97 $710 - $985
28.2K $40K
PAYX
Paychex Inc

Industrials
-213
- 10.96%
$136.06 - $154.52 $29K - $32.9K
1.73K $267K
PSX
Phillips 66

Energy
-226
- 9.22%
$113.93 - $131.55 $25.7K - $29.7K
2.23K $274K
XLV
Select Sector Spdr Fund Health

ETFs
-1.24K
- 5.86%
$137.61 - $149.68 $170K - $185K
19.9K $2.9M
KMI
Kinder Morgan, Inc.

Energy
-442
- 4.38%
$26.1 - $31.22 $11.5K - $13.8K
9.66K $275K
Altaba Inc Common Stock Escrow
-155
- 0.6%
N/A
25.6K $0
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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