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 101–150 of 503
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WMB | WILLIAMS COMPANIES INC | 30K | $1M+ | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 16K | $1M+ | SH |
| ADBE | ADOBE INC COMMON STOCK | 5K | $1M+ | SH |
| ORCL | ORACLE CORP | 9K | $1M+ | SH |
| CGCP | CAPITAL GROUP FIXED INCOME ETF | 81K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE E | 46K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF CAPIT | 44K | $1M+ | SH |
| PFE | PFIZER INC | 74K | $1M+ | SH |
| VTV | VANGUARD INDEX FUNDS VANGUARD | 10K | $1M+ | SH |
| BLK | BLACKROCK INC COMMON STOCK | 2K | $1M+ | SH |
| PM | PHILIP MORRIS INTERNATIONAL IN | 10K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC COMMON STO | 17K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED FUN | 20K | $1M+ | SH |
| GSK | GSK PLC AMERICAN DEPOSITARY | 45K | $1M+ | SH |
| SPYI | SHP ETF TR NEOS S&P 500 HIGH I | 34K | $1M+ | SH |
| CCI | CROWN CASTLE INC COMMON STOCK | 17K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORP-NEW | 2K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 4K | $1M+ | SH |
| NFLX | NETFLIX INC | 1K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 19K | $1M+ | SH |
| BA | BOEING CO | 8K | $1M+ | SH |
| RTX | RTX CORP | 11K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TRUST THE T | 6K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| VEEV | VEEVA SYSTEMS INC CL A COM | 6K | $1M+ | SH |
| JHML | JOHN HANCOCK EXCHANGE TRADED F | 22K | $1M+ | SH |
| VDC | VANGUARD SECTOR INDEX FDS VANG | 7K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG CO | 7K | $1M+ | SH |
| QSR | RESTAURANT BRANDS INTERNATI | 23K | $1M+ | SH |
| XLP | SECTOR SPDR TRUST SBI CONSUMER | 19K | $1M+ | SH |
| EVN | EATON VANCE NATIONAL MUNICIPAL | 151K | $1M+ | SH |
| SMMV | ISHARES TR MSCI USA SMALL CAP | 36K | $1M+ | SH |
| PNC | PNC FINANCIAL SVCS GROUP INC | 8K | $1M+ | SH |
| DLR | DIGITAL REALTY TRUST INC | 9K | $1M+ | SH |
| IYW | ISHARES U S TECHNOLOGY ETF | 9K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 560 | $1M+ | SH |
| CLS | CELESTICA INC COM | 9K | $1M+ | SH |
| DSU | BLACKROCK DEBT STRATEGIES FUND | 137K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE TRADED FD IV | 59K | $1M+ | SH |
| VTIP | VANGUARD SHORT TERM INFLATION | 29K | $1M+ | SH |
| PSA | PUBLIC STORAGE | 5K | $1M+ | SH |
| DPZ | DOMINOS PIZZA INC COMMON STOCK | 3K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 13K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKET | 25K | $1M+ | SH |
| VGT | VANGUARD SECTOR INDEX FDS VANG | 2K | $1M+ | SH |
| GLD | SPDR GOLD SHARES ETF | 4K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC COMMON ST | 233 | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED FUN | 26K | $1M+ | SH |
| — | ROCHE HOLDING LTD SPONSORED | 33K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 36K | $1M+ | SH |