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 51–100 of 503
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CHSCL | CHS INC PFD CL B SER 4 | 119K | $1M+ | SH |
| MS | MORGAN STANLEY | 21K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | 7K | $1M+ | SH |
| KO | COCA COLA COMPANY (THE) | 41K | $1M+ | SH |
| TMUS | T MOBILE US INC | 12K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 40K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 4K | $1M+ | SH |
| MCD | MCDONALDS CORP | 9K | $1M+ | SH |
| TXN | TEXAS INSTRUMENTS INCORPORATED | 13K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 9K | $1M+ | SH |
| ICSH | ISHARES TRUST ISHARES ULTRA SH | 53K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS I | 62K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TRUST THE H | 20K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 9K | $1M+ | SH |
| MRK | MERCK & CO INC | 33K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 11K | $1M+ | SH |
| HSY | HERSHEY COMPANY (THE) | 15K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COMMON S | 26K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES IN CLASS | 18K | $1M+ | SH |
| MFUS | PIMCO EQUITY SERIES PIMCO RAFI | 45K | $1M+ | SH |
| ABBV | ABBVIE INC | 13K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE-TRADED FD | 44K | $1M+ | SH |
| AVGO | BROADCOM INC COMMON STOCK | 9K | $1M+ | SH |
| CME | CME GROUP INC | 9K | $1M+ | SH |
| SDY | SPDR S&P DIVIDEND ETF | 17K | $1M+ | SH |
| T | AT&T INC | 80K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED F | 38K | $1M+ | SH |
| IUSV | ISHARES TRUST ISHARES CORE S&P | 24K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 21K | $1M+ | SH |
| ACGL | ARCH CAPITAL GROUP LTD | 25K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 4K | $1M+ | SH |
| TFC | TRUIST FINANCIAL CORPORATION C | 52K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 10K | $1M+ | SH |
| FTCS | FIRST TRUST CAPITAL STRENGTH E | 24K | $1M+ | SH |
| CVS | CVS HEALTH CORPORATION | 32K | $1M+ | SH |
| EMR | EMERSON ELECTRIC CO | 16K | $1M+ | SH |
| DUK | DUKE ENERGY CORPORATION HOLDIN | 18K | $1M+ | SH |
| ABT | ABBOTT LABORATORIES | 16K | $1M+ | SH |
| APD | AIR PRODUCTS & CHEMICALS INC | 7K | $1M+ | SH |
| UNP | UNION PACIFIC CORP | 9K | $1M+ | SH |
| MDY | STANDARD & POORS MIDCAP 400 SP | 4K | $1M+ | SH |
| GRAL | GRAIL INC COMMON STOCK | 40K | $1M+ | SH |
| BAC | BANK OF AMERICA CORP | 43K | $1M+ | SH |
| FTSL | FIRST TRUST SENIOR LOAN FUND E | 44K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COMMON | 10K | $1M+ | SH |
| BSV | VANGUARD SHORT TERM BOND ETF | 25K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 34K | $1M+ | SH |
| AEP | AMERICAN ELECTRIC POWER COMPAN | 19K | $1M+ | SH |
| MCO | MOODYS CORP | 4K | $1M+ | SH |
| USB | US BANCORP DEL COM | 42K | $1M+ | SH |