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 RIOFF
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 | $21,540 | 20,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $12,060 | 20,000 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,800 | 20,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,980 | 20,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,880 | 20,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,720 | 20,000 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,000 | 20,000 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,260 | 20,000 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,280 | 20,000 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,160 | 20,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,800 | 20,000 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,740 | 20,000 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,140 | 10,000 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,880 | 10,000 | Shares | Sole | 2022-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||