Moloney Securities Asset Management, LLC Portfolio Holdings
Moloney Securities Asset Management, LLC
- $643 Million
- Q1 2024
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 466
- Current Value $643 Million
- Prior Value $613 Million
- Filing
- Period Q1 2024
- Filing Date May 01, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 58 stocks
- Additional Purchases 173 stocks
- Sold out of 0 stocks
- Reduced holdings in 178 stocks