Notify me when Moloney Securities Asset Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 490 | $840M | +$127M | -$144M | -$16.8M | QQQ, MSFT, NVDA, AAPL, SPY | 13F-HR | 11/5/2025, 02:44 PM |
| Q2 2025 | 493 | $809M | +$69M | -$43.5M | +$25.5M | TBIL, TFLO, MSFT, NVDA, AAPL | 13F-HR | 7/31/2025, 10:56 AM |
| Q1 2025 | 482 | $739M | +$152M | -$145M | +$7.7M | TBIL, TFLO, AAPL, MSFT, QQQ | 13F-HR | 4/30/2025, 11:09 AM |
| Q4 2024 | 469 | $745M | +$83.8M | -$82.2M | +$1.56M | AAPL, MSFT, NVDA, AMZN, SPY | 13F-HR | 1/28/2025, 01:24 PM |
| Q3 2024 | 481 | $746M | +$75.1M | -$65M | +$10.1M | AAPL, MSFT, QQQ, SPY, NVDA | 13F-HR | 10/30/2024, 09:47 AM |
| Q2 2024 | 468 | $692M | +$124M | -$89.7M | +$34.2M | MSFT, AAPL, QQQ, SPY, NVDA | 13F-HR | 7/30/2024, 02:31 PM |
| Q1 2024 | 457 | $664M | +$99.9M | -$96.6M | +$3.28M | MSFT, IVV, AAPL, AGG, QQQ | 13F-HR | 5/1/2024, 01:53 PM |
| Q4 2023 | 445 | $624M | +$100M | -$77.4M | +$23M | BIL, AAPL, MSFT, IVV, BKLN | 13F-HR | 1/30/2024, 10:15 AM |
| Q3 2023 | 429 | $555M | +$81.1M | -$79.9M | +$1.2M | DBC, AAPL, IVV, MSFT, TBIL | 13F-HR | 10/31/2023, 11:17 AM |
| Q2 2023 | 424 | $566M | +$78.9M | -$74.5M | +$4.42M | SGOV, AAPL, MSFT, IVV, IEF | 13F-HR | 7/31/2023, 10:39 AM |
| Q1 2023 | 430 | $537M | +$106M | -$39.2M | +$66.5M | IBDD, SGOV, AAPL, MSFT, BRKB | 13F-HR | 5/12/2023, 09:21 AM |
| Q4 2022 | 404 | $453M | +$49.4M | -$42.6M | +$6.79M | AAPL, MSFT, XOM, BRKB, JNJ | 13F-HR | 1/30/2023, 02:36 PM |
| Q3 2022 | 379 | $413M | +$52.1M | -$29.1M | +$23M | AAPL, MSFT, BIL, JNJ, BRKB | 13F-HR | 10/31/2022, 03:12 PM |
| Q2 2022 | 371 | $427M | +$42.1M | -$54.1M | -$12M | AAPL, MSFT, JNJ, BRKB, GOOGL | 13F-HR | 8/3/2022, 09:43 AM |
| Q1 2022 | 412 | $515M | +$54.4M | -$103M | -$48.2M | AAPL, MSFT, GOOGL, BRKB, AMZN | 13F-HR | 5/10/2022, 10:27 AM |
| Q4 2021 | 441 | $589M | +$95.6M | -$92.8M | +$2.84M | IEF, AAPL, MSFT, JNJ, GOOGL | 13F-HR | 1/28/2022, 04:22 PM |
| Q3 2021 | 433 | $550M | +$75.5M | -$68.9M | +$6.67M | AAPL, MSFT, JNJ, GOOGL, AMZN | 13F-HR | 10/27/2021, 12:07 PM |
| Q2 2021 | 430 | $549M | +$76.1M | -$64.9M | +$11.2M | AAPL, MSFT, JNJ, AMZN, GOOGL | 13F-HR | 7/26/2021, 11:45 AM |
| Q1 2021 | 404 | $508M | +$107M | -$73.9M | +$32.9M | AAPL, MSFT, JNJ, BRKB, AMZN | 13F-HR | 4/28/2021, 09:13 AM |
| Q4 2020 | 383 | $447M | +$56.3M | -$24.9M | +$31.4M | AAPL, MSFT, JNJ, PG, AMZN | 13F-HR | 2/8/2021, 09:27 AM |
| Q3 2020 | 327 | $379M | +$56.6M | -$32.5M | +$24M | AAPL, MSFT, JNJ, PG, AMZN | 13F-HR | 10/20/2020, 03:26 PM |
| Q2 2020 | 306 | $344M | +$41.9M | -$24.5M | +$17.3M | MSFT, AAPL, JNJ, AMZN, PG | 13F-HR | 7/31/2020, 12:07 PM |
| Q1 2020 | 283 | $279M | +$49.9M | -$40.9M | +$8.99M | MSFT, AAPL, JNJ, BRKB, PG | 13F-HR | 5/8/2020, 02:06 PM |
| Q4 2019 | 349 | $324M | +$40.6M | -$35.7M | +$4.86M | AAPL, MSFT, JNJ, BRKB, PG | 13F-HR | 2/6/2020, 05:26 PM |
| Q3 2019 | 331 | $299M | +$38.4M | -$40.8M | -$2.34M | AAPL, MSFT, JNJ, PG, TLH | 13F-HR | 11/1/2019, 02:41 PM |
| Q2 2019 | 323 | $300M | +$29.2M | -$21.6M | +$7.64M | IJH, JNJ, MSFT, AAPL, SDY | 13F-HR | 7/29/2019, 03:50 PM |
| Q1 2019 | 305 | $289M | +$37.1M | -$20.4M | +$16.8M | JNJ, IJH, MSFT, AAPL, SDY | 13F-HR | 5/3/2019, 12:31 PM |
| Q4 2018 | 287 | $244M | +$21.7M | -$31.2M | -$9.49M | JNJ, IJH, BRKB, MSFT, XSLV | 13F-HR | 2/11/2019, 03:28 PM |
| Q3 2018 | 304 | $288M | +$23.9M | -$17.6M | +$6.31M | IJH, AAPL, JNJ, MSFT, XSLV | 13F-HR | 10/24/2018, 11:30 AM |
| Q2 2018 | 299 | $264M | +$46.4M | -$35M | +$11.4M | IJH, AAPL, JNJ, XSLV, MSFT | 13F-HR | 7/26/2018, 03:26 PM |
| Q1 2018 | 293 | $247M | +$36M | -$20.2M | +$15.8M | IJH, JNJ, AAPL, BRKB, XSLV | 13F-HR | 4/25/2018, 11:25 AM |
| Q4 2017 | 272 | $238M | +$24M | -$19.5M | +$4.5M | JNJ, IJH, AAPL, BRKB, XSLV | 13F-HR | 1/25/2018, 04:57 PM |
| Q3 2017 | 276 | $225M | +$28.4M | -$10.5M | +$17.9M | JNJ, AAPL, IJH, BRKB, PG | 13F-HR | 10/18/2017, 04:12 PM |
| Q2 2017 | 255 | $201M | +$17.7M | -$13.7M | +$4.04M | JNJ, IJH, AAPL, BRKB, XSLV | 13F-HR | 7/25/2017, 09:21 AM |
| Q1 2017 | 243 | $193M | +$30.2M | -$10.4M | +$19.9M | JNJ, BRKB, IJH, AAPL, GE | 13F-HR | 4/27/2017, 10:21 AM |
| Q4 2016 | 230 | $166M | $0 | $0 | BRKB, JNJ, XSLV, IJH, GE | 13F-HR | 2/14/2017, 02:02 PM |