MS

Moloney Securities Asset Management, LLC

13F
Moloney Securities Asset Management, LLC
Last update 2025-04-30 482 Stocks (57 new)
Value $738.00 Mil Turnover 21 %
Countries:
Top Holdings: TBIL(6.64%)TFLO(4.89%)AAPL(2.63%)MSFT(2.32%)QQQ(1.97%)
Summary Stock Picks Current Portfolio
Moloney Securities Asset Manag... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TBIL
US Treasury 3 Month Bill ETF
980,355
49,027.6
+224.80%
6.640
+4.60%
0.850
+1.04%
+2.28%
5,804.9
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
712,598
36,100.2
+1,029.64%
4.890
+4.46%
0.510
+0.06%
+0.26%
6,734.7
 
AAPL
Apple Inc
87,364
19,406.1
-9.78%
2.630
-0.32%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
MSFT
Microsoft Corp
45,533
17,092.5
-9.45%
2.320
-0.27%
0.000
+42.29%
+21.48%
3,791,043.3
Software
QQQ
INVESCO QQQ Trust
31,057
14,563.2
+0.93%
1.970
+0.02%
0.000
+30.26%
+10.36%
359,714.8
 
AMZN
Amazon.com Inc
76,273
14,511.7
-5.63%
1.970
-0.13%
0.000
+37.04%
+4.52%
2,434,329.6
Retail - Cyclical
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
212,412
14,446.1
+166.42%
1.960
+1.22%
0.150
+22.34%
+7.35%
10,704.7
 
NVDA
NVIDIA Corp
131,718
14,275.6
-7.18%
1.930
-0.18%
0.000
+76.86%
+27.64%
4,179,539.5
Semiconductors
BRK.B
Berkshire Hathaway Inc
26,035
13,865.7
-5.66%
1.880
-0.10%
0.000
-6.41%
+4.66%
1,023,127.5
Insurance
SPY
SPDR S&P 500 ETF Trust
16,875
9,439.6
-43.12%
1.280
-1.01%
0.000
+22.72%
+7.92%
648,753.6
 

Moloney Securities Asset Management, LLC's Historical Top Holdings Breakdowns

Moloney Securities Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TBIL
US Treasury 3 Month Bill ETF
2025-03-31
Add
Add
+4.60%
●
49.85 ($49.94) 50.04
$49.93
-0.02%
Add 224.8%
980,355
678,520
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Add
Add
+4.46%
●
50.48 ($50.58) 50.68
$50.60
0.04%
Add 1029.64%
712,598
649,516
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Add
Add
+1.22%
●
67.03 ($71.58) 74.61
$76.19
6.44%
Add 166.42%
212,412
132,683
IYF
iShares U.S. Financials ETF
2025-03-31
Reduce
Reduce
-1.20%
●
107.69 ($114.54) 119.37
$122.05
6.56%
Reduce -94.67%
4,551
-80,799
IYZ
iShares U.S. Telecommunications ETF
2025-03-31
Sold Out
Sold Out
-1.11%
●
26.51 ($27.61) 28.57
$30.21
9.42%
Sold Out
0
-308,218
IDU
iShares U.S. Utilities ETF
2025-03-31
Sold Out
Sold Out
-1.09%
●
95.33 ($99.87) 102.6
$107.14
7.28%
Sold Out
0
-84,082
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-1.01%
●
551.42 ($587.78) 612.93
$628.77
6.97%
Reduce -43.12%
16,875
-12,794
IYC
iShares U.S. Consumer Discretionary ETF
iShares U.S. Consumer Discretionary ETF
2025-03-31
Sold Out
Sold Out
-0.91%
●
85.71 ($95.42) 101.2
$100.93
5.77%
Sold Out
0
-70,547
IVW
iShares S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.90%
●
92.45 ($100.81) 106.69
$112.65
11.74%
Reduce -65.13%
35,182
-65,725
IYR
iShares U.S. Real Estate ETF
2025-03-31
Sold Out
Sold Out
-0.88%
●
89.49 ($95.12) 98.98
$96.07
1.00%
Sold Out
0
-70,082

Moloney Securities Asset Management, LLC Total Holding History ($B)

To

Moloney Securities Asset Management, LLC's Asset Allocation

To

Moloney Securities Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Moloney Securities Asset Management, LLC's Hypothetical Growth since 2025-03-31

Moloney Securities Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Moloney Securities Asset Management, LLC's Holdings Heat Map

Size field:

Moloney Securities Asset Management, LLC's Holdings Bubble Chart

Moloney Securities Asset Management, LLC News

  • 1

Discussions on Moloney Securities Asset Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.