Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Moloney Securities Asset Management, LLC (CIK 1697934) reported $840.3M across 489 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: QQQ ($25.5M, 3.04%), MSFT ($25.0M, 2.98%), NVDA ($23.5M, 2.80%), AAPL ($21.2M, 2.52%), SPY ($18.2M, 2.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR UNIT SER 1 | $25.5M | 3.04% | 42,486 | Added |
| 2 | MSFT | MICROSOFT CORP | $25.0M | 2.98% | 48,350 | Trimmed |
| 3 | NVDA | NVIDIA CORP | $23.5M | 2.80% | 125,884 | Trimmed |
| 4 | AAPL | APPLE INC | $21.2M | 2.52% | 83,209 | Trimmed |
| 5 | SPY | SPDR S&P 500 ETF TRUST | $18.2M | 2.17% | 27,371 | Added |
| 6 | TBIL | RBB FD INC US TREASURY 3 MONTH | $17.3M | 2.05% | 345,301 | Trimmed |
| 7 | AMZN | AMAZON.COM INC | $16.1M | 1.92% | 73,356 | Trimmed |
| 8 | SPTM | SPDR SERIES TRUST STATE STREET | $15.8M | 1.88% | 195,940 | Trimmed |
| 9 | GOOGL | ALPHABET INC CLASS A COMMON ST | $14.4M | 1.71% | 59,170 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $13.1M | 1.56% | 26,046 | Trimmed |
| 11 | IYW | ISHARES U S TECHNOLOGY ETF | $11.4M | 1.36% | 58,238 | Added |
| 12 | IVW | ISHARES S&P 500 GROWTH ETF | $10.0M | 1.20% | 83,244 | Added |
| 13 | META | META PLATFORMS INC CLASS A | $9.9M | 1.18% | 13,522 | Trimmed |
| 14 | SPLG | SPDR SERIES TRUST STATE STREET | $9.5M | 1.13% | 121,430 | Added |
| 15 | IYF | ISHARES U S FINANCIALS ETF | $9.3M | 1.11% | 73,446 | Added |
| 16 | IYZ | ISHARES TRUST ISHARES U S TELE | $9.3M | 1.11% | 287,914 | New |
| 17 | VOO | VANGUARD S&P 500 ETF | $9.3M | 1.10% | 15,114 | Added |
| 18 | IDU | ISHARES U S UTILITIES ETF | $9.2M | 1.10% | 83,105 | New |
| 19 | JPM | JPMORGAN CHASE & CO | $9.0M | 1.07% | 28,572 | Added |
| 20 | BKLN | INVESCO EXCHANGE TRADED FD TR | $8.6M | 1.03% | 413,220 | Trimmed |
| 21 | FTSM | FIRST TR EXCHANGE TRADED FD IV | $8.6M | 1.02% | 143,519 | Added |
| 22 | EFA | ISHARES MSCI EAFE ETF | $8.4M | 1.00% | 90,107 | Added |
| 23 | EEM | ISHARES MSCI EMERGING MARKETS | $7.8M | 0.93% | 146,068 | New |
| 24 | IBM | IBM CORP | $7.6M | 0.91% | 27,010 | Trimmed |
| 25 | GOOG | ALPHABET INC CLASS C CAPITAL S | $7.4M | 0.88% | 30,363 | Added |
Source: SEC Form 13F filings · as of 2025-09-30