Moloney Securities Asset Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Manchester, MO
CIK
0001697934
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 457 629,803 BIL, AAPL, MSFT, IVV 13F-HR 1/30/2024 000169793424000001
Q3 2023 439 554,968 DBC, AAPL, IVV, MSFT 13F-HR 10/31/2023 000169793423000004
Q2 2023 432 565,554 SGOV, AAPL, MSFT, IVV 13F-HR 7/31/2023 000169793423000003
Q1 2023 436 536,898 IBDD, SGOV, AAPL, MSFT 13F-HR 5/12/2023 000169793423000002
Q4 2022 410 453,015 AAPL, MSFT, XOM, BRK-B 13F-HR 1/30/2023 000169793423000001
Q3 2022 391 413,022 AAPL, MSFT, BIL, JNJ 13F-HR 10/31/2022 000169793422000004
Q2 2022 382 426,887 AAPL, MSFT, JNJ, BRK-B 13F-HR 8/3/2022 000169793422000003
Q1 2022 421 515,197 AAPL, MSFT, GOOGL, BRK-B 13F-HR 5/10/2022 000169793422000002
Q4 2021 450 588,728 IEF, AAPL, MSFT, JNJ 13F-HR 1/28/2022 000169793422000001
Q3 2021 439 549,735 AAPL, MSFT, JNJ, GOOGL 13F-HR 10/27/2021 000169793421000005
Q2 2021 436 549,225 AAPL, MSFT, JNJ, AMZN 13F-HR 7/26/2021 000169793421000004
Q1 2021 408 507,708 AAPL, MSFT, JNJ, BRK-B 13F-HR 4/28/2021 000169793421000002
Q4 2020 389 450,811 AAPL, MSFT, JNJ, PG 13F-HR 2/8/2021 000169793421000001
Q3 2020 332 378,871 AAPL, MSFT, JNJ, PG 13F-HR 10/20/2020 000169793420000004
Q2 2020 311 343,746 MSFT, AAPL, JNJ, AMZN 13F-HR 7/31/2020 000169793420000003
Q1 2020 289 279,009 MSFT, AAPL, JNJ, BRK-B 13F-HR 5/8/2020 000169793420000002
Q4 2019 352 323,791 AAPL, MSFT, JNJ, BRK-B 13F-HR 2/6/2020 000169793420000001
Q3 2019 336 299,340 AAPL, MSFT, JNJ, PG 13F-HR 11/1/2019 000169793419000004
Q2 2019 328 299,722 IJH, JNJ, MSFT, AAPL 13F-HR 7/29/2019 000169793419000003
Q1 2019 308 289,416 JNJ, IJH, MSFT, AAPL 13F-HR 5/3/2019 000169793419000002
Q4 2018 292 244,476 JNJ, IJH, BRK-B, MSFT 13F-HR 2/11/2019 000169793419000001
Q3 2018 305 288,407 IJH, AAPL, JNJ, MSFT 13F-HR 10/24/2018 000169793418000004
Q2 2018 300 263,538 IJH, AAPL, JNJ, XSLV 13F-HR 7/26/2018 000169793418000003
Q1 2018 294 247,005 IJH, JNJ, AAPL, BRK-B 13F-HR 4/25/2018 000169793418000002
Q4 2017 273 237,946 JNJ, IJH, AAPL, BRK-B 13F-HR 1/25/2018 000169793418000001
Q3 2017 277 224,526 JNJ, AAPL, IJH, BRK-B 13F-HR 10/18/2017 000169793417000006
Q2 2017 255 200,810 JNJ, IJH, AAPL, BRK-B 13F-HR 7/25/2017 000169793417000005
Q1 2017 243 193,210 JNJ, BRK-B, IJH, AAPL 13F-HR 4/27/2017 000169793417000004
Q4 2016 236 165,599 BRK-B, JNJ, XSLV, IJH 13F-HR 2/14/2017 000169793417000002