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 | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 490 | $840,318,328 | +$127,482,005 | -$144,236,526 | -$16,754,521 | QQQ, MSFT, NVDA, AAPL, SPY | 13F-HR | 05 Nov 2025, 14:44 |
| Q2 2025 | 493 | $808,948,285 | +$68,978,392 | -$43,501,053 | +$25,477,339 | TBIL, TFLO, MSFT, NVDA, AAPL | 13F-HR | 31 Jul 2025, 10:56 |
| Q1 2025 | 482 | $739,400,406 | +$152,262,063 | -$144,566,910 | +$7,695,153 | TBIL, TFLO, AAPL, MSFT, QQQ | 13F-HR | 30 Apr 2025, 11:09 |
| Q4 2024 | 469 | $745,417,967 | +$83,757,496 | -$82,195,429 | +$1,562,067 | AAPL, MSFT, NVDA, AMZN, SPY | 13F-HR | 28 Jan 2025, 13:24 |
| Q3 2024 | 481 | $745,927,264 | +$75,107,456 | -$64,998,689 | +$10,108,767 | AAPL, MSFT, QQQ, SPY, NVDA | 13F-HR | 30 Oct 2024, 09:47 |
| Q2 2024 | 468 | $691,756,494 | +$123,981,950 | -$89,737,637 | +$34,244,313 | MSFT, AAPL, QQQ, SPY, NVDA | 13F-HR | 30 Jul 2024, 14:31 |
| Q1 2024 | 457 | $663,672,296 | +$99,855,286 | -$96,576,129 | +$3,279,157 | MSFT, IVV, AAPL, AGG, QQQ | 13F-HR | 01 May 2024, 13:53 |
| Q4 2023 | 445 | $624,353,751 | +$100,449,409 | -$77,419,101 | +$23,030,308 | BIL, AAPL, MSFT, IVV, BKLN | 13F-HR | 30 Jan 2024, 10:15 |
| Q3 2023 | 429 | $554,968,807 | +$81,077,192 | -$79,873,912 | +$1,203,280 | DBC, AAPL, IVV, MSFT, TBIL | 13F-HR | 31 Oct 2023, 11:17 |
| Q2 2023 | 424 | $565,554,507 | +$78,906,777 | -$74,483,689 | +$4,423,088 | SGOV, AAPL, MSFT, IVV, IEF | 13F-HR | 31 Jul 2023, 10:39 |
| Q1 2023 | 430 | $536,898,851 | +$105,706,794 | -$39,167,870 | +$66,538,924 | IBDD, SGOV, AAPL, MSFT, BRKB | 13F-HR | 12 May 2023, 09:21 |
| Q4 2022 | 404 | $453,015,747 | +$49,422,284 | -$42,631,825 | +$6,790,459 | AAPL, MSFT, XOM, BRKB, JNJ | 13F-HR | 30 Jan 2023, 14:36 |
| Q3 2022 | 379 | $413,022,000 | +$52,119,291 | -$29,143,359 | +$22,975,932 | AAPL, MSFT, BIL, JNJ, BRKB | 13F-HR | 31 Oct 2022, 15:12 |
| Q2 2022 | 371 | $426,887,000 | +$42,088,928 | -$54,075,242 | -$11,986,314 | AAPL, MSFT, JNJ, BRKB, GOOGL | 13F-HR | 03 Aug 2022, 09:43 |
| Q1 2022 | 412 | $515,197,000 | +$54,390,705 | -$102,580,434 | -$48,189,729 | AAPL, MSFT, GOOGL, BRKB, AMZN | 13F-HR | 10 May 2022, 10:27 |
| Q4 2021 | 441 | $588,728,000 | +$95,602,167 | -$92,760,640 | +$2,841,527 | IEF, AAPL, MSFT, JNJ, GOOGL | 13F-HR | 28 Jan 2022, 16:22 |
| Q3 2021 | 433 | $549,735,000 | +$75,546,626 | -$68,881,294 | +$6,665,332 | AAPL, MSFT, JNJ, GOOGL, AMZN | 13F-HR | 27 Oct 2021, 12:07 |
| Q2 2021 | 430 | $549,225,000 | +$76,144,053 | -$64,917,343 | +$11,226,710 | AAPL, MSFT, JNJ, AMZN, GOOGL | 13F-HR | 26 Jul 2021, 11:45 |
| Q1 2021 | 404 | $507,708,000 | +$106,836,296 | -$73,902,338 | +$32,933,958 | AAPL, MSFT, JNJ, BRKB, AMZN | 13F-HR | 28 Apr 2021, 09:13 |
| Q4 2020 | 383 | $446,809,000 | +$56,279,385 | -$24,908,516 | +$31,370,869 | AAPL, MSFT, JNJ, PG, AMZN | 13F-HR | 08 Feb 2021, 09:27 |
| Q3 2020 | 327 | $378,871,000 | +$56,567,982 | -$32,519,989 | +$24,047,993 | AAPL, MSFT, JNJ, PG, AMZN | 13F-HR | 20 Oct 2020, 15:26 |
| Q2 2020 | 306 | $343,746,000 | +$41,855,408 | -$24,539,658 | +$17,315,750 | MSFT, AAPL, JNJ, AMZN, PG | 13F-HR | 31 Jul 2020, 12:07 |
| Q1 2020 | 283 | $279,009,000 | +$49,872,705 | -$40,878,770 | +$8,993,935 | MSFT, AAPL, JNJ, BRKB, PG | 13F-HR | 08 May 2020, 14:06 |
| Q4 2019 | 349 | $323,791,000 | +$40,562,027 | -$35,701,586 | +$4,860,441 | AAPL, MSFT, JNJ, BRKB, PG | 13F-HR | 06 Feb 2020, 17:26 |
| Q3 2019 | 331 | $299,340,000 | +$38,420,108 | -$40,755,303 | -$2,335,195 | AAPL, MSFT, JNJ, PG, TLH | 13F-HR | 01 Nov 2019, 14:41 |
| Q2 2019 | 323 | $299,722,000 | +$29,198,607 | -$21,556,274 | +$7,642,333 | IJH, JNJ, MSFT, AAPL, SDY | 13F-HR | 29 Jul 2019, 15:50 |
| Q1 2019 | 305 | $289,416,000 | +$37,145,144 | -$20,359,893 | +$16,785,251 | JNJ, IJH, MSFT, AAPL, SDY | 13F-HR | 03 May 2019, 12:31 |
| Q4 2018 | 287 | $244,476,000 | +$21,693,009 | -$31,186,579 | -$9,493,570 | JNJ, IJH, BRKB, MSFT, XSLV | 13F-HR | 11 Feb 2019, 15:28 |
| Q3 2018 | 304 | $288,407,000 | +$23,911,344 | -$17,604,575 | +$6,306,769 | IJH, AAPL, JNJ, MSFT, XSLV | 13F-HR | 24 Oct 2018, 11:30 |
| Q2 2018 | 299 | $263,538,000 | +$46,411,403 | -$34,966,874 | +$11,444,529 | IJH, AAPL, JNJ, XSLV, MSFT | 13F-HR | 26 Jul 2018, 15:26 |
| Q1 2018 | 293 | $247,005,000 | +$35,979,702 | -$20,168,726 | +$15,810,976 | IJH, JNJ, AAPL, BRKB, XSLV | 13F-HR | 25 Apr 2018, 11:25 |
| Q4 2017 | 272 | $237,946,000 | +$24,010,046 | -$19,508,174 | +$4,501,872 | JNJ, IJH, AAPL, BRKB, XSLV | 13F-HR | 25 Jan 2018, 16:57 |
| Q3 2017 | 276 | $224,526,000 | +$28,416,381 | -$10,521,839 | +$17,894,542 | JNJ, AAPL, IJH, BRKB, PG | 13F-HR | 18 Oct 2017, 16:12 |
| Q2 2017 | 255 | $200,810,000 | +$17,696,319 | -$13,657,020 | +$4,039,299 | JNJ, IJH, AAPL, BRKB, XSLV | 13F-HR | 25 Jul 2017, 09:21 |
| Q1 2017 | 243 | $193,210,000 | +$30,225,753 | -$10,354,750 | +$19,871,003 | JNJ, BRKB, IJH, AAPL, GE | 13F-HR | 27 Apr 2017, 10:21 |
| Q4 2016 | 230 | $165,599,000 | $0 | $0 | $0 | BRKB, JNJ, XSLV, IJH, GE | 13F-HR | 14 Feb 2017, 14:02 |