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 % |
Mullooly Asset Management, Inc... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 136,122 | 27,513.5 | 0% | 12.490 | 0% | 0.190 | +19.31% | +15.50% | 17,520.5 | ||
VLUE | iShares MSCI USA Value Factor ETF | 236,127 | 25,156.9 | 0% | 11.420 | 0% | 0.390 | +15.29% | +10.72% | 6,815.8 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 408,675 | 24,789.8 | 0% | 11.250 | 0% | 0.060 | +16.98% | +18.73% | 44,083.4 | ||
IJH | iShares Core S&P Mid-Cap ETF | 392,814 | 22,920.5 | 0% | 10.400 | 0% | 0.030 | +14.22% | +2.75% | 97,315.4 | ||
SHV | iShares Short Treasury Bond ETF | 204,064 | 22,540.9 | 0% | 10.230 | 0% | 0.110 | +1.00% | +2.14% | 20,626.3 | ||
VTI | Vanguard Total Stock Market ETF | 62,659 | 17,223.0 | 0% | 7.820 | 0% | 0.000 | +14.88% | +6.80% | 472,455.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 154,128 | 16,117.3 | 0% | 7.310 | 0% | 0.020 | +15.02% | -1.31% | 81,472.0 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 120,109 | 11,931.7 | 0% | 5.410 | 0% | 0.010 | +1.58% | +3.64% | 128,283.8 | ||
BOND | PIMCO Active Bond ETF | 120,725 | 11,164.1 | 0% | 5.070 | 0% | 0.200 | +2.16% | +3.81% | 5,626.3 | ||
QQQ | INVESCO QQQ Trust | 21,151 | 9,922.3 | 0% | 4.500 | 0% | 0.000 | +19.50% | +9.09% | 357,251.6 |
Mullooly Asset Management, Inc.'s Historical Top Holdings Breakdowns
Mullooly Asset Management, Inc. Total Holding History ($B)
Mullooly Asset Management, Inc.'s Asset Allocation
Mullooly Asset Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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Mullooly Asset Management, Inc.'s Holdings Bubble Chart
Mullooly Asset Management, Inc. News
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