Moloney Securities Asset Management, LLC Sells in Q3 2024

Moloney Securities Asset Management, LLC

  • $714 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
-540
- 3.13%
$107.62 - $118.76 $58.1K - $64.1K
16.7K $1.96M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.54K
- 8.34%
$125.95 - $142.04 $319K - $360K
27.9K $3.96M
UL
Unilever PLC

Consumer Defensive
-22
- 0.23%
$54.7 - $65.59 $1.2K - $1.44K
9.42K $611K
JHML
John Hancock Multifactor Large

ETFs
-105
- 0.43%
$62.62 - $69.44 $6.58K - $7.29K
24.2K $1.68M
SPYG
Spdr Portfolio

ETFs
-847
- 1.39%
$73.38 - $84.1 $62.2K - $71.2K
59.9K $4.97M
WMB
Williams Companies, Inc.

Energy
-326
- 0.82%
$41.24 - $46.22 $13.4K - $15.1K
39.4K $1.8M
EME
Emcor Group, Inc.

Industrials
-135
- 5.13%
$340.22 - $435.6 $45.9K - $58.8K
2.5K $1.07M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-625
- 2.61%
$87.56 - $95.49 $54.7K - $59.7K
23.3K $2.22M
MPWR
Monolithic Power Systems Inc

Technology
-25
- 1.85%
$757.04 - $947.16 $18.9K - $23.7K
1.33K $1.23M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
-549
- 1.18%
$45.68 - $50.6 $25.1K - $27.8K
46.1K $2.33M
G
Genpact LTD

Technology
-1.7K
- 6.19%
$30.96 - $39.45 $52.5K - $66.9K
25.7K $1.01M
MSI
Motorola Solutions, Inc.

Technology
-66
- 2.52%
$385.65 - $450.49 $25.5K - $29.7K
2.56K $1.15M
FTCS
First Trust Capital Strength E

ETFs
-452
- 1.69%
$83.58 - $90.94 $37.8K - $41.1K
26.3K $2.39M
SQ
Block, Inc.

Technology
-489
- 0.75%
$57.21 - $72.07 $28K - $35.2K
64.8K $4.35M
JHMM
John Hancock Multifactor Mid C

ETFs
-18
- 0.06%
$54.25 - $60.2 $977 - $1.08K
28.1K $1.69M
IVV
Ishares Core S&P 500 ETF

ETFs
-292
- 2.71%
$520.18 - $576.82 $152K - $168K
10.5K $6.05M
PG
Procter & Gamble CO

Consumer Defensive
-381
- 1.44%
$160.76 - $177.82 $61.2K - $67.7K
26.1K $4.53M
INGR
Ingredion Inc

Consumer Defensive
-212
- 2.6%
$111.98 - $137.59 $23.7K - $29.2K
7.94K $1.09M
LOW
Lowes Companies Inc

Consumer Cyclical
-220
- 5.14%
$213.3 - $270.78 $46.9K - $59.6K
4.06K $1.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-754
- 13.3%
$191.76 - $263.26 $145K - $198K
4.92K $1.29M
AXP
American Express CO

Financial Services
-100
- 2.04%
$225.92 - $271.17 $22.6K - $27.1K
4.8K $1.3M
MELI
Mercadolibre Inc

Consumer Cyclical
-10
- 2.09%
$1591.44 - $2140.1 $15.9K - $21.4K
469 $961K
PHM
Pultegroup Inc

Consumer Cyclical
-173
- 2.61%
$103.95 - $144.98 $18K - $25.1K
6.45K $926K
GLD
Spdr Gold Trust

ETFs
-76
- 0.98%
$215.56 - $246.98 $16.4K - $18.8K
7.7K $1.87M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.49K
- 1.69%
$60.84 - $67.51 $90.7K - $101K
86.6K $5.84M
DUK
Duke Energy Corp

Utilities
-738
- 3.61%
$99.35 - $117.71 $73.3K - $86.9K
19.7K $2.27M
T
At&T Inc.

Communication Services
-3.49K
- 3.27%
$18.21 - $22.28 $63.5K - $77.7K
103K $2.27M
TFC
Truist Financial Corp

Financial Services
-741
- 1.03%
$38.22 - $44.94 $28.3K - $33.3K
71K $3.03M
KO
Coca Cola CO

Consumer Defensive
-2.21K
- 4.29%
$62.69 - $73.01 $138K - $161K
49.3K $3.54M
INFY
Infosys LTD

Technology
-2.6K
- 2.81%
$18.76 - $23.28 $48.8K - $60.5K
89.8K $2M
MET
Metlife Inc

Financial Services
-30
- 0.09%
$67.96 - $82.48 $2.04K - $2.47K
35.1K $2.89M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-538
- 0.73%
$83.76 - $91.82 $45.1K - $49.4K
72.8K $6.65M
JNJ
Johnson & Johnson

Healthcare
-142
- 0.39%
$145.48 - $167.38 $20.7K - $23.8K
35.9K $5.81M
META
Meta Platforms, Inc.

Communication Services
-445
- 3.51%
$453.41 - $572.44 $202K - $255K
12.2K $7M
WMT
Walmart Inc.

Consumer Defensive
-976
- 1.79%
$66.91 - $81.4 $65.3K - $79.4K
53.5K $4.32M
SBUX
Starbucks Corp

Consumer Cyclical
-1.7K
- 4.13%
$72.51 - $98.6 $123K - $168K
39.4K $3.84M
XEL
Xcel Energy Inc

Utilities
-780
- 1.27%
$52.11 - $65.3 $40.6K - $50.9K
60.8K $3.97M
UNH
Unitedhealth Group Inc

Healthcare
-8
- 0.07%
$488.01 - $604.18 $3.9K - $4.83K
11.1K $6.47M
MMM
3 M CO

Industrials
-498
- 1.47%
$99.69 - $139.42 $49.6K - $69.4K
33.3K $4.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-315
- 1.08%
$405.19 - $478.57 $128K - $151K
28.7K $13.2M
IBM
International Business Machines Corp

Technology
-117
- 0.36%
$175.1 - $223.38 $20.5K - $26.1K
32.2K $7.11M
AAPL
Apple Inc.

Technology
-718
- 0.71%
$207.23 - $234.82 $149K - $169K
99.9K $23.3M
Activity Summary
Buys All Purchases 241 New Holdings 52 Increased Positions 189 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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