Top 50 Moloney Securities Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 2.98% | 48.4K | $25.0M | -5.41%(-2.77K) | $157.08(+204.37%) | 2025-09-30 | |
| AAPL | APPLE INC | 2.52% | 83.2K | $21.2M | -2.57%(-2.19K) | $66.36(+290.37%) | 2025-09-30 | |
| AMZN | AMAZON.COM INC | 1.92% | 73.4K | $16.1M | -4.46%(-3.43K) | $139.57(+76.46%) | 2025-09-30 | |
| BRKB | BERKSHIRE HATHAWAY CLASS B | 1.56% | 26.0K | $13.1M | -0.82%(-215) | $231.61(+115.78%) | 2025-09-30 | |
| IYW | ISHARES U S TECHNOLOGY ETF | 1.36% | 58.2K | $11.4M | +579.40%(+49.67K) | $176.97(+12.89%) | 2025-09-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 1.2% | 83.2K | $10.0M | +301.68%(+62.52K) | $108.15(+14.40%) | 2025-09-30 | |
| IYF | ISHARES U S FINANCIALS ETF | 1.11% | 73.4K | $9.3M | +1708.12%(+69.38K) | $121.19(+8.69%) | 2025-09-30 | |
| IYZ | ISHARES TRUST ISHARES U S TELE | 1.11% | 287.9K | $9.3M | new | $26.59(+26.65%) | 2025-09-30 | |
| VOO | VANGUARD S&P 500 ETF | 1.1% | 15.1K | $9.3M | +280.90%(+11.15K) | $554.50(+14.35%) | 2025-09-30 | |
| IDU | ISHARES U S UTILITIES ETF | 1.1% | 83.1K | $9.2M | new | $84.71(+27.48%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.37% | +83.23% |
| Top 20 Holdings Unweighted | +21.30% | +78.49% |
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