Moloney Securities Asset Management, LLC - Portfolio overview

Moloney Securities Asset Management, LLC has 208 reported holdings in this dataset, with the latest filing dated 2025-11-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 6.32%
2. AAPL - APPLE INC, 5.35%
3. AMZN - AMAZON.COM INC, 4.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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