Moloney Securities Asset Management, LLC
Broker-DealerTop Portfolio Positions
267 positions ·
$459,433,628 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 | 5.55% | |
| MSFT |
Microsoft Corp
Technology
|
48,350 | $25,042,882 | 5.45% | |
| NVDA |
Nvidia Corp
Technology
|
125,884 | $23,487,436 | 5.11% | |
| AAPL |
Apple Inc.
Technology
|
83,209 | $21,187,507 | 4.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
27,371 | $18,234,012 | 3.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,356 | $16,106,776 | 3.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
59,170 | $14,384,227 | 3.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
13,522 | $9,930,286 | 2.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,572 | $9,012,465 | 1.96% | |
| IBM |
International Business Machines Corp
Technology
|
27,010 | $7,621,141 | 1.66% |
Portfolio Trend
Holdings in JPOTF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-09-30 | $1,776 | 10,000 | Shares | Sole | 2021-10-27 | |
| No 13F history on record for this holder in this stock. | ||||||