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Mullaney, Keating & Wright, Inc.

Portfolio Manager
Mullaney, Keating & Wright, Inc.
Performance
0% (N/A)
AUM (13F)
$184.07M
# of Holdings
68
Performance Rank
N/A
Allocation (Top 20)
85.68%

Mullaney, Keating & Wright, Inc. Holdings Map

Top 50 Mullaney, Keating & Wright, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
29.71%215.5K$54.7M
+0.12%(+256)
2025-Q1: 214.2K shares2025-Q2: 214.0K shares2025-Q3: 215.9K shares2025-Q4: 215.2K shares2026-Q1: 215.5K shares
$193.33(+59.64%)
2026-03-31
IWB
ISHARES TR
10.06%52.0K$18.5M
-3.10%(-1.66K)
2025-Q1: 53.7K shares2025-Q2: 53.4K shares2025-Q3: 54.0K shares2025-Q4: 53.6K shares2026-Q1: 52.0K shares
$294.03(+39.02%)
2026-03-31
IWR
ISHARES TR
5.06%95.7K$9.3M
-0.66%(-632)
2025-Q1: 92.4K shares2025-Q2: 92.3K shares2025-Q3: 96.5K shares2025-Q4: 96.4K shares2026-Q1: 95.7K shares
$83.10(+32.78%)
2026-03-31
ACWI
ISHARES TR
4.63%61.6K$8.5M
+1.20%(+733)
2025-Q1: 4.2K shares2025-Q2: 4.2K shares2025-Q3: 60.8K shares2025-Q4: 60.9K shares2026-Q1: 61.6K shares
$133.50(+16.96%)
2026-03-31
IWD
ISHARES TR
4.28%36.9K$7.9M
-3.29%(-1.25K)
2025-Q1: 38.4K shares2025-Q2: 38.5K shares2025-Q3: 38.2K shares2025-Q4: 38.1K shares2026-Q1: 36.9K shares
$176.82(+39.58%)
2026-03-31
VTIP
VANGUARD MALVERN FDS
3.33%122.7K$6.1M
-3.35%(-4.26K)
2025-Q1: 121.2K shares2025-Q2: 120.9K shares2025-Q3: 125.4K shares2025-Q4: 127.0K shares2026-Q1: 122.7K shares
$48.33(+2.59%)
2026-03-31
IWS
ISHARES TR
3.19%40.3K$5.9M
-1.57%(-643)
2025-Q1: 43.3K shares2025-Q2: 42.5K shares2025-Q3: 42.2K shares2025-Q4: 41.0K shares2026-Q1: 40.3K shares
$123.13(+34.86%)
2026-03-31
EFA
ISHARES TR
3.08%58.4K$5.7M
+0.59%(+341)
2025-Q1: 48.1K shares2025-Q2: 53.2K shares2025-Q3: 54.0K shares2025-Q4: 58.1K shares2026-Q1: 58.4K shares
$81.11(+28.67%)
2026-03-31
IWN
ISHARES TR
3.04%29.5K$5.6M
-0.75%(-224)
2025-Q1: 28.5K shares2025-Q2: 29.1K shares2025-Q3: 29.3K shares2025-Q4: 29.7K shares2026-Q1: 29.5K shares
$156.00(+41.88%)
2026-03-31
SHW
SHERWIN WILLIAMS CO
2.7%15.5K$5.0M
+0.00%(+0)
2025-Q1: 16.1K shares2025-Q2: 15.5K shares2025-Q3: 15.5K shares2025-Q4: 15.5K shares2026-Q1: 15.5K shares
$322.94(+9.15%)
2026-03-31

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