Moloney Securities Asset Management, LLC has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $643 Million distributed in 466 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.6M, Ishares Core S&P 500 ETF with a value of $17.8M, Apple Inc. with a value of $17.3M, Ishares Core U.S. Aggregate Bo with a value of $16.4M, and Invesco Qqq Trust, Series 1 with a value of $12.3M.
Examining the 13F form we can see an increase of $30.3M in the current position value, from $613M to 643M.
Below you can find more details about Moloney Securities Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$643 Million
ETFs: $246 Million
Technology: $107 Million
Financial Services: $67.4 Million
Healthcare: $51.7 Million
Consumer Cyclical: $40.5 Million
Consumer Defensive: $31.2 Million
Industrials: $31 Million
Communication Services: $23.2 Million
Other: $43.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions