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Moloney Securities Asset Management, LLC Buys Truist Financial Corp, Colgate-Palmolive Co, BlackRock Inc, Sells SPDR Series Trust Portfolio S&P 500 Value, SPDR Portfolio S&P 1500 Composite Stock Market, Bank of Montreal

Investment company Moloney Securities Asset Management, LLC (Current Portfolio) buys Truist Financial Corp, Colgate-Palmolive Co, BlackRock Inc, JPMorgan Chase, Visa Inc, sells SPDR Series Trust Portfolio S&P 500 Value, SPDR Portfolio S&P 1500 Composite Stock Market, Bank of Montreal, Williams Inc, Simon Property Group Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Moloney Securities Asset Management, LLC. As of 2020Q1, Moloney Securities Asset Management, LLC owns 273 stocks with a total value of $272 million. These are the details of the buys and sells.

For the details of Moloney Securities Asset Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/moloney+securities+asset+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Moloney Securities Asset Management, LLC
  1. Microsoft Corp (MSFT) - 55,835 shares, 3.24% of the total portfolio. Shares added by 9.81%
  2. Apple Inc (AAPL) - 33,299 shares, 3.11% of the total portfolio. Shares added by 4.08%
  3. Johnson & Johnson (JNJ) - 61,097 shares, 2.94% of the total portfolio. Shares added by 15.52%
  4. Berkshire Hathaway Inc (BRK.B) - 26,821 shares, 1.80% of the total portfolio. Shares reduced by 0.91%
  5. Procter & Gamble Co (PG) - 41,929 shares, 1.70% of the total portfolio. Shares reduced by 7.52%
New Purchase: Truist Financial Corp (TFC)

Moloney Securities Asset Management, LLC initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $36.26. The impact to a portfolio due to this purchase was 0.67%. The holding were 58,969 shares as of .

New Purchase: BlackRock Inc (BLK)

Moloney Securities Asset Management, LLC initiated holding in BlackRock Inc. The purchase prices were between $327.42 and $572.48, with an estimated average price of $494.66. The stock is now traded at around $497.54. The impact to a portfolio due to this purchase was 0.57%. The holding were 3,527 shares as of .

New Purchase: Morgan Stanley (MS)

Moloney Securities Asset Management, LLC initiated holding in Morgan Stanley. The purchase prices were between $27.81 and $57.51, with an estimated average price of $47.45. The stock is now traded at around $39.86. The impact to a portfolio due to this purchase was 0.48%. The holding were 38,742 shares as of .

New Purchase: IHS Markit Ltd (INFO)

Moloney Securities Asset Management, LLC initiated holding in IHS Markit Ltd. The purchase prices were between $45.4 and $81.11, with an estimated average price of $72.3. The stock is now traded at around $66.76. The impact to a portfolio due to this purchase was 0.16%. The holding were 7,104 shares as of .

New Purchase: Cloudflare Inc (NET)

Moloney Securities Asset Management, LLC initiated holding in Cloudflare Inc. The purchase prices were between $15.92 and $23.89, with an estimated average price of $19.37. The stock is now traded at around $25.91. The impact to a portfolio due to this purchase was 0.12%. The holding were 14,250 shares as of .

New Purchase: Verisk Analytics Inc (VRSK)

Moloney Securities Asset Management, LLC initiated holding in Verisk Analytics Inc. The purchase prices were between $121.18 and $171.56, with an estimated average price of $156.89. The stock is now traded at around $159.18. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,034 shares as of .

Added: Colgate-Palmolive Co (CL)

Moloney Securities Asset Management, LLC added to a holding in Colgate-Palmolive Co by 379.14%. The purchase prices were between $59.89 and $77.35, with an estimated average price of $70.61. The stock is now traded at around $69.08. The impact to a portfolio due to this purchase was 0.57%. The holding were 29,448 shares as of .

Added: JPMorgan Chase & Co (JPM)

Moloney Securities Asset Management, LLC added to a holding in JPMorgan Chase & Co by 159.54%. The purchase prices were between $79.03 and $141.09, with an estimated average price of $122.27. The stock is now traded at around $92.60. The impact to a portfolio due to this purchase was 0.55%. The holding were 27,096 shares as of .

Added: Visa Inc (V)

Moloney Securities Asset Management, LLC added to a holding in Visa Inc by 60.53%. The purchase prices were between $135.74 and $213.31, with an estimated average price of $188.96. The stock is now traded at around $184.88. The impact to a portfolio due to this purchase was 0.51%. The holding were 22,586 shares as of .

Added: Medtronic PLC (MDT)

Moloney Securities Asset Management, LLC added to a holding in Medtronic PLC by 156.05%. The purchase prices were between $72.92 and $121.3, with an estimated average price of $106.86. The stock is now traded at around $98.43. The impact to a portfolio due to this purchase was 0.5%. The holding were 24,734 shares as of .

Added: Exxon Mobil Corp (XOM)

Moloney Securities Asset Management, LLC added to a holding in Exxon Mobil Corp by 68.89%. The purchase prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $45.91. The impact to a portfolio due to this purchase was 0.49%. The holding were 85,613 shares as of .

Added: The Home Depot Inc (HD)

Moloney Securities Asset Management, LLC added to a holding in The Home Depot Inc by 76.04%. The purchase prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $232.97. The impact to a portfolio due to this purchase was 0.49%. The holding were 16,513 shares as of .

Sold Out: SPDR Portfolio S&P 1500 Composite Stock Market (SPTM)

Moloney Securities Asset Management, LLC sold out a holding in SPDR Portfolio S&P 1500 Composite Stock Market. The sale prices were between $27.12 and $41.81, with an estimated average price of $37.92.

Sold Out: Bank of Montreal (BMO)

Moloney Securities Asset Management, LLC sold out a holding in Bank of Montreal. The sale prices were between $38.71 and $79.77, with an estimated average price of $68.26.

Sold Out: Williams Companies Inc (WMB)

Moloney Securities Asset Management, LLC sold out a holding in Williams Companies Inc. The sale prices were between $9.25 and $24.04, with an estimated average price of $19.53.

Sold Out: Simon Property Group Inc (SPG)

Moloney Securities Asset Management, LLC sold out a holding in Simon Property Group Inc. The sale prices were between $44.92 and $149.11, with an estimated average price of $120.76.

Sold Out: First Trust Amex Biotech Index Fund (FBT)

Moloney Securities Asset Management, LLC sold out a holding in First Trust Amex Biotech Index Fund. The sale prices were between $114.56 and $156.02, with an estimated average price of $142.48.

Sold Out: iShares Core MSCI Total International Stock ETF (IXUS)

Moloney Securities Asset Management, LLC sold out a holding in iShares Core MSCI Total International Stock ETF. The sale prices were between $40.8 and $63.03, with an estimated average price of $56.99.



Here is the complete portfolio of Moloney Securities Asset Management, LLC. Also check out:

1. Moloney Securities Asset Management, LLC's Undervalued Stocks
2. Moloney Securities Asset Management, LLC's Top Growth Companies, and
3. Moloney Securities Asset Management, LLC's High Yield stocks
4. Stocks that Moloney Securities Asset Management, LLC keeps buying

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