CIK 1697934
Moloney Securities Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
503
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
4
Holdings
13F filings as of Jun 30, 2025 · Showing 1–50 of 503
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TBIL | RBB FD INC US TREASURY 3 MONTH | 1.0M | $1M+ | SH |
| TFLO | ISHARES TREASURY FLOATING RATE | 759K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 51K | $1M+ | SH |
| NVDA | NVIDIA CORP | 142K | $1M+ | SH |
| AAPL | APPLE INC | 85K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 77K | $1M+ | SH |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 30K | $1M+ | SH |
| SPTM | SPDR PORTFOLIO S P 1500 CMPST | 212K | $1M+ | SH |
| VTI | VANGUARD INDEX FUNDS VANGUARD | 44K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 26K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 17K | $1M+ | SH |
| GOOGL | ALPHABET INC CLASS A COMMON ST | 59K | $1M+ | SH |
| META | META PLATFORMS INC CLASS A | 14K | $1M+ | SH |
| IBM | IBM CORP | 33K | $1M+ | SH |
| BKLN | INVESCO EXCHANGE TRADED FD TR | 421K | $1M+ | SH |
| SPLG | SPDR SERIES TRUST SPDR PORTFOL | 112K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE TRADED FD IV | 127K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 26K | $1M+ | SH |
| USMV | ISHARES TRUST ISHARES MSCI USA | 75K | $1M+ | SH |
| WMT | WALMART INC | 70K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 10K | $1M+ | SH |
| DGRW | WISDOMTREE TRUST U S QUALITY D | 76K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO | 37K | $1M+ | SH |
| PEP | PEPSICO INC | 44K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 37K | $1M+ | SH |
| V | VISA INC CLASS A | 15K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST SPDR PORTFOL | 56K | $1M+ | SH |
| GOOG | ALPHABET INC CLASS C CAPITAL S | 30K | $1M+ | SH |
| FT | FRANKLIN UNIVERSAL TRUST-SBI | 683K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 45K | $1M+ | SH |
| EPS | WISDOMTREE TRUST WISDOMTREE U | 74K | $1M+ | SH |
| LLY | ELI LILLY AND CO | 6K | $1M+ | SH |
| CSCO | CISCO SYS INC | 62K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS VAN | 21K | $1M+ | SH |
| USFR | WISDOMTREE TRUST WISDOMTREE FL | 84K | $1M+ | SH |
| AMGN | AMGEN INC | 15K | $1M+ | SH |
| MMM | 3M COMPANY | 27K | $1M+ | SH |
| GLW | CORNING INC | 78K | $1M+ | SH |
| XYZ | BLOCK INC CLASS A COMMON STOCK | 60K | $1M+ | SH |
| HD | HOME DEPOT INC | 11K | $1M+ | SH |
| CVX | CHEVRON CORPORATION | 26K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II ISHARES | 70K | $1M+ | SH |
| ULST | SSGA ACTIVE TRUST SPDR SSGA UL | 90K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID CAP ETF | 59K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FUND T | 19K | $1M+ | SH |
| MDT | MEDTRONIC PLC COM | 39K | $1M+ | SH |
| ECL | ECOLAB INC | 12K | $1M+ | SH |
| VYM | VANGUARD INDEX FUNDS VANGUARD | 24K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 7K | $1M+ | SH |
| SO | SOUTHERN CO | 33K | $1M+ | SH |