Moloney Securities Asset Management, LLC Portfolio Holdings
Moloney Securities Asset Management, LLC
- $706 Million
- Q4 2024
Moloney Securities Asset Management, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $706 Million distributed in 477 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.2M, Microsoft Corp with a value of $21.2M, Nvidia Corp with a value of $19.1M, Amazon Com Inc with a value of $17.7M, and Spdr S&P 500 ETF Trust with a value of $17.4M.
Examining the 13F form we can see an decrease of $7.91M in the current position value, from $714M to 706M.
Below you can find more details about Moloney Securities Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$706 Million
ETFs: $277 Million
Technology: $128 Million
Financial Services: $70.1 Million
Consumer Cyclical: $50.9 Million
Healthcare: $46.2 Million
Communication Services: $33.4 Million
Industrials: $30.8 Million
Consumer Defensive: $30.1 Million
Other: $37.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 477
- Current Value $706 Million
- Prior Value $714 Million
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 43 stocks
- Additional Purchases 185 stocks
- Sold out of 0 stocks
- Reduced holdings in 210 stocks