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 301–350 of 503
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCZ | ISHARES MSCI EAFE SMALL CAP ET | 6K | $100K–$500K | SH |
| RY | ROYAL BANK OF CANADA | 3K | $100K–$500K | SH |
| CGCV | CAPITAL GROUP CONSERVATIVE EQU | 14K | $100K–$500K | SH |
| HOOD | ROBINHOOD MARKETS INC CLASS A | 4K | $100K–$500K | SH |
| WFC | WELLS FARGO & CO | 5K | $100K–$500K | SH |
| IJS | ISHARES S&P SMALL CAP 600 VALU | 4K | $100K–$500K | SH |
| HYLS | FIRST TRUST EXCHANGE TRADED FU | 10K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC AMERICAN DE | 6K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| JHSC | JOHN HANCOCK EXCHANGE TRADED F | 10K | $100K–$500K | SH |
| ASML | ASML HOLDING N V N Y REGIST | 485 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 998 | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC COM | 709 | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC COMMON STOCK | 822 | $100K–$500K | SH |
| PSEC | PROSPECT CAPITAL CORPORATION | 120K | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC COMMON | 674 | $100K–$500K | SH |
| FXG | FIRST TR EXCHANGE TRADED FD II | 6K | $100K–$500K | SH |
| CHE | CHEMED CORPORATION | 764 | $100K–$500K | SH |
| CTRE | CARETRUST REIT INC REIT | 12K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QUALITY | 34K | $100K–$500K | SH |
| ENSG | ENSIGN GROUP INC | 2K | $100K–$500K | SH |
| SR | SPIRE INC | 5K | $100K–$500K | SH |
| JBL | JABIL INC COMMON STOCK | 2K | $100K–$500K | SH |
| SDVY | FIRST TR EXCHANGE TRADED FD VI | 10K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STREET TRUS | 8K | $100K–$500K | SH |
| SANM | SANMINA CORP | 4K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORPORATION COMMON S | 5K | $100K–$500K | SH |
| VMI | VALMONT INDS INC | 1K | $100K–$500K | SH |
| SLYG | SPDR SER TR S&P 600 SMALL CAP | 4K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STREET TRUST JAN | 7K | $100K–$500K | SH |
| SLV | ISHARES SILVER SHARES | 11K | $100K–$500K | SH |
| LIN | LINDE PLC ORDINARY SHARES | 751 | $100K–$500K | SH |
| CC | CHEMOURS COMPANY (THE) COM | 31K | $100K–$500K | SH |
| APP | APPLOVIN CORPORATION CLASS A C | 1K | $100K–$500K | SH |
| AEIS | ADVANCED ENERGY INDS INC | 3K | $100K–$500K | SH |
| MINN | TRUST FOR PROFESSIONAL MANAGER | 16K | $100K–$500K | SH |
| OXSQ | OXFORD SQUARE CAPITAL CORP COM | 156K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | 452 | $100K–$500K | SH |
| CVCO | CAVCO INDS INC DEL | 795 | $100K–$500K | SH |
| ESE | ESCO TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| ENS | ENERSYS | 4K | $100K–$500K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 5K | $100K–$500K | SH |
| VYMI | VANGUARD INTERNATIONAL HIGH DI | 4K | $100K–$500K | SH |
| VNQ | VANGUARD SPECIALIZED FUNDS VAN | 4K | $100K–$500K | SH |
| ILMN | ILLUMINA INC | 3K | $100K–$500K | SH |
| SIEGY | SIEMENS AG AMERICAN DEPOSIT | 2K | $100K–$500K | SH |
| MFEM | PIMCO EQUITY SERIES PIMCO RAFI | 15K | $100K–$500K | SH |
| SPYD | SPDR SERIES TRUST SPDR PORTFOL | 7K | $100K–$500K | SH |
| MGC | VANGUARD MEGA CAP ETF MSCI US | 1K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF SH | 4K | $100K–$500K | SH |