MA

Mullooly Asset Management, Inc.

13F
Mullooly Asset Management, Inc.
Last update 2025-05-15 47 Stocks (0 new)
Value $220.00 Mil Turnover 0 %
Countries:
Top Holdings: MTUM(12.49%)VLUE(11.42%)VEU(11.25%)IJH(10.40%)SHV(10.23%)
Summary Stock Picks Current Portfolio
Mullooly Asset Management, Inc... 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
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
136,122
27,513.5
0%
12.490
0%
0.190
+21.35%
+14.81%
17,603.5
 
VLUE
iShares MSCI USA Value Factor ETF
236,127
25,156.9
0%
11.420
0%
0.390
+15.99%
+8.76%
6,788.1
 
VEU
Vanguard FTSE All-World ex-US ETF
408,675
24,789.8
0%
11.250
0%
0.060
+11.74%
+18.17%
44,589.3
 
IJH
iShares Core S&P Mid-Cap ETF
392,814
22,920.5
0%
10.400
0%
0.030
+16.27%
+2.52%
97,920.0
 
SHV
iShares Short Treasury Bond ETF
204,064
22,540.9
0%
10.230
0%
0.110
-0.04%
+0.19%
20,783.7
 
VTI
Vanguard Total Stock Market ETF
62,659
17,223.0
0%
7.820
0%
0.000
+19.60%
+6.90%
474,434.4
 
IJR
iShares Core S&P Small-Cap ETF
154,128
16,117.3
0%
7.310
0%
0.020
+16.73%
-2.07%
82,221.5
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
120,109
11,931.7
0%
5.410
0%
0.010
+1.14%
+1.72%
128,438.9
 
BOND
PIMCO Active Bond ETF
120,725
11,164.1
0%
5.070
0%
0.200
+1.39%
+1.36%
5,642.9
 
QQQ
INVESCO QQQ Trust
21,151
9,922.3
0%
4.500
0%
0.000
+26.27%
+9.78%
357,853.0
 

Mullooly Asset Management, Inc.'s Historical Top Holdings Breakdowns

Mullooly Asset Management, Inc. Total Holding History ($B)

To

Mullooly Asset Management, Inc.'s Asset Allocation

To

Mullooly Asset Management, Inc. Past Portfolios

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

Top Ranked Articles

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Mullooly Asset Management, Inc.'s Hypothetical Growth since 2025-03-31

Mullooly Asset Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Mullooly Asset Management, Inc.'s Holdings Heat Map

Size field:

Mullooly Asset Management, Inc.'s Holdings Bubble Chart

Mullooly Asset Management, Inc. News

  • 1

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