Moloney Securities Asset Management, LLC
Broker-DealerTop Portfolio Positions
292 positions ·
$491,293,917 total
· as of Sep 30, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
42,486 | $25,507,319 | 5.19% | |
| MSFT |
Microsoft Corp
Technology
|
48,350 | $25,042,882 | 5.10% | |
| NVDA |
Nvidia Corp
Technology
|
125,884 | $23,487,436 | 4.78% | |
| AAPL |
Apple Inc.
Technology
|
83,209 | $21,187,507 | 4.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
27,371 | $18,234,012 | 3.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,356 | $16,106,776 | 3.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
59,170 | $14,384,227 | 2.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
26,046 | $13,094,366 | 2.67% | |
| META |
Meta Platforms, Inc.
Communication Services
|
13,522 | $9,930,286 | 2.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,572 | $9,012,465 | 1.83% |
Portfolio Trend
23 quarters · across all stocks
Holdings in CHSCP
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $598,686 | 20,151 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $604,667 | 21,948 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $786,545 | 28,293 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $747,734 | 26,506 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $636,665 | 21,019 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $550,798 | 17,953 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $478,786 | 15,400 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $501,784 | 16,218 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $492,292 | 16,088 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $466,111 | 15,563 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $409,053 | 14,583 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $275,463 | 9,278 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $304,782 | 9,436 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $283,291 | 9,168 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $263,478 | 8,768 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $261,087 | 8,651 | Shares | Sole | 2021-04-28 | |
| 2020-09-30 | $295,845 | 10,319 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $285,113 | 10,319 | Shares | Sole | 2020-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||