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 251–300 of 503
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCK | MCKESSON CORP | 758 | $500K+ | SH |
| SPTN | SPARTANNASH COMPANY COM | 21K | $500K+ | SH |
| GIS | GENERAL MILLS INC | 11K | $500K+ | SH |
| AGG | ISHARES CORE U S AGGREGATE BD | 5K | $500K+ | SH |
| MSTR | MICROSTRATEGY INC CL A | 1K | $500K+ | SH |
| IWV | ISHARES RUSSELL 3000 ETF | 2K | $500K+ | SH |
| VO | VANGUARD INDEX FUNDS VANGUARD | 2K | $500K+ | SH |
| IDV | ISHARES TRUST ISHARES INTERNAT | 15K | $500K+ | SH |
| EME | EMCOR GROUP INC | 990 | $500K+ | SH |
| COF | CAPITAL ONE FINANCIAL CORP | 2K | $500K+ | SH |
| GE | GE AEROSPACE COMMON STOCK | 2K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FUND T | 7K | $500K+ | SH |
| MDLZ | MONDELEZ INTERNATIONAL INC COM | 7K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 931 | $100K–$500K | SH |
| FTC | FIRST TR LARGE CAP GROWTH OPPO | 3K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 484 | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 11K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD TR | 10K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 5K | $100K–$500K | SH |
| ORI | OLD REPUBLIC INTL CORP | 13K | $100K–$500K | SH |
| IYF | ISHARES U S FINANCIALS ETF | 4K | $100K–$500K | SH |
| MINT | PIMCO ENHANCED SHORT MATURITY | 5K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP-OHIO | 2K | $100K–$500K | SH |
| HYZD | WISDOMTREE TRUST WISDOMTREE IN | 21K | $100K–$500K | SH |
| BUFD | FIRST TR EXCHANGE TRADED FD VI | 18K | $100K–$500K | SH |
| SGOV | ISHARES TRUST ISHARES 0 3 MONT | 5K | $100K–$500K | SH |
| ET | ENERGY TRANSFER LP COMMON UNIT | 26K | $100K–$500K | SH |
| AMLP | ALPS ETF TRUST ALERIAN MLP ETF | 10K | $100K–$500K | SH |
| — | NESTLE SA-SPONSORED ADR REP | 5K | $100K–$500K | SH |
| VCR | VANGUARD SECTOR INDEX FDS VANG | 1K | $100K–$500K | SH |
| AKAM | AKAMAI TECHNOLOGIES INC | 6K | $100K–$500K | SH |
| CMI | CUMMINS INC | 1K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 5K | $100K–$500K | SH |
| UL | UNILEVER PLC SPONSORED ADR | 7K | $100K–$500K | SH |
| DIS | WALT DISNEY CO | 4K | $100K–$500K | SH |
| SHOP | SHOPIFY INC CL A | 4K | $100K–$500K | SH |
| JHMD | JOHN HANCOCK EXCHANGE TRADED F | 12K | $100K–$500K | SH |
| AUR | AURORA INNOVATION INC CLASS A | 84K | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE TRADED FD IV | 9K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP NEW | 14K | $100K–$500K | SH |
| FDN | FIRST TRUST INTERNET INDEX CF | 2K | $100K–$500K | SH |
| BILS | SPDR SERIES TRUST SPDR BLOOMBE | 4K | $100K–$500K | SH |
| RNP | COHEN & STEERS REIT AND PREFER | 19K | $100K–$500K | SH |
| DUHP | DIMENSIONAL ETF TR DIMENSIONAL | 12K | $100K–$500K | SH |
| LMBS | FIRST TRUST EXCHANGE TRADED FU | 9K | $100K–$500K | SH |
| RS | RELIANCE INC | 1K | $100K–$500K | SH |
| CSX | CSX CORPORATION COM | 13K | $100K–$500K | SH |
| IYJ | ISHARES TRUST ISHARES U S INDU | 3K | $100K–$500K | SH |
| IEF | ISHARES TRUST ISHARES 7 10 YEA | 4K | $100K–$500K | SH |
| FLTR | VANECK ETF TRUST VANECK IG FLO | 16K | $100K–$500K | SH |