Institutions / Moloney Securities Asset Management, LLC
Moloney Securities Asset Management, LLC
CIK 1697934 · Institution · as of Sep 30, 2025
Portfolio value
$840.32M
Positions
497
As of
Sep 30, 2025
Portfolio trend
Portfolio value
$840.32M+3.9%Positions
497-1.2%Top holdings
Sep 30, 2025View all 497 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr Unit Ser 1QQQ | $25.51M | 3.0% |
| Microsoft CorpMSFT | $25.04M | 3.0% |
| Nvidia CorpNVDA | $23.49M | 2.8% |
| Apple IncAAPL | $21.19M | 2.5% |
| SPDR S&P 500 ETF TrustSPY | $18.23M | 2.2% |
| Rbb Fd Inc US Treasury 3 MonthTBIL | $17.27M | 2.1% |
| Amazon Com IncAMZN | $16.11M | 1.9% |
| SPDR Series Trust State StreetSPTM | $15.80M | 1.9% |
| Alphabet Inc.GOOG | $14.38M | 1.7% |
| Berkshire Hathaway IncBRK-A | $13.09M | 1.6% |
| iShares U S Technology ETFIYW | $11.41M | 1.4% |
| iShares S&P 500 Growth ETFIVW | $10.05M | 1.2% |
| Facebook IncFB | $9.93M | 1.2% |
| SPDR Series Trust State StreetSPYM | $9.51M | 1.1% |
| iShares U S Financials ETFIYF | $9.30M | 1.1% |
| iShares Trust iShares U S TeleIYZ | $9.29M | 1.1% |
| Vanguard S&P 500 ETFVOO | $9.26M | 1.1% |
| iSHARES TRUST | $9.22M | 1.1% |
| JPMorgan Chase & CoJPM | $9.01M | 1.1% |
| Invesco Exchange Traded Fd TrBKLN | $8.65M | 1.0% |
| First Tr Exchange Traded Fd IVFTSM | $8.60M | 1.0% |
| iSHARES TRUST | $8.41M | 1.0% |
| iShares MSCI Emerging MarketsEEM | $7.80M | 0.9% |
| International Business Machines CorpIBM | $7.62M | 0.9% |
| Alphabet Inc.GOOG | $7.39M | 0.9% |
Activity
Sep 30, 2025View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2021 as of | Add Other (per filing) | iSHARES TRUST fund | $46.23M | +398K +238.31% | 565,330 7.81% of portfolio | medium |
| Q1 2022 as of | Trim Other (per filing) | iSHARES TRUST fund | $-45.09M | -391K -69.25% | 173,864 2.38% of portfolio | medium |
| Q4 2023 as of | New Other (per filing) | BIL Bil | $42.98M | +470K | 470,340 5.12% of portfolio | medium |
| Q1 2024 as of | Trim Other (per filing) |