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Moloney Securities Asset Management, LLC

Moloney Securities Asset Management, LLC is an Investment Adviser institutional filer with the SEC under CIK 1697934, reporting 497 portfolio positions, with 11 historical 13F filings on file. Most recent reporting period: 2025-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • Filing type: 13F-HR
  • Latest reporting period: 2025-09-30
  • Last filed: 2025-11-05

Top 10 portfolio positions

The largest reported holdings in Moloney Securities Asset Management, LLC's most recent 13F filing, ranked by reported market value.

  1. INVESCO QQQ TR UNIT SER 1 (QQQ)
  2. MICROSOFT CORP (MSFT)
  3. NVIDIA CORP (NVDA)
  4. APPLE INC (AAPL)
  5. SPDR S&P 500 ETF TRUST (SPY)
  6. RBB FD INC US TREASURY 3 MONTH (TBIL)
  7. AMAZON.COM INC (AMZN)
  8. SPDR SERIES TRUST STATE STREET (SPTM)
  9. ALPHABET INC CLASS A COMMON ST (GOOGL)
  10. BERKSHIRE HATHAWAY CLASS B (BRK.B)
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