Moloney Securities Asset Management, LLC Portfolio Holdings
Moloney Securities Asset Management, LLC
- $723 Million
- Q2 2025
Moloney Securities Asset Management, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $723 Million distributed in 503 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $38.4M, Microsoft Corp with a value of $25.4M, Nvidia Corp with a value of $22.5M, Apple Inc. with a value of $17.5M, and Amazon Com Inc with a value of $16.8M.
Examining the 13F form we can see an increase of $59.2M in the current position value, from $664M to 723M.
Below you can find more details about Moloney Securities Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$723 Million
ETFs: $283 Million
Technology: $124 Million
Financial Services: $74.4 Million
Healthcare: $47 Million
Consumer Cyclical: $41.1 Million
Consumer Defensive: $39 Million
Communication Services: $36.9 Million
Industrials: $31.5 Million
Other: $45 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 503
- Current Value $723 Million
- Prior Value $664 Million
- Filing
- Period Q2 2025
- Filing Date July 31, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 48 stocks
- Additional Purchases 226 stocks
- Sold out of 0 stocks
- Reduced holdings in 175 stocks