13F Insight
DOSSIER · 13F-HR · Q3 2025

Moloney Securities Asset Management, LLC

$840M in tracked AUM across 497 positions as of Q3 2025.

MS
CIK 0001697934 · last filed Sep 30, 2025
Total AUM
$840M
as of Q3 2025
Holdings
497
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Moloney Securities Asset Management, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
04609E107
INVESCO QQQ TR UNIT SER 1
$26M42K3.0%02
MSFT
MICROSOFT CORP
$25M48K3.0%03
NVDA
NVIDIA CORP
$23M126K2.8%04
AAPL
APPLE INC
$21M83K2.5%05
SPY
SPDR S&P 500 ETF TRUST
$18M27K2.2%06
TBIL
RBB FD INC US TREASURY 3 MONTH
$17M345K2.1%07
AMZN
AMAZON.COM INC
$16M73K1.9%08
SPTM
SPDR SERIES TRUST STATE STREET
$16M196K1.9%09
GOOGL
ALPHABET INC CLASS A COMMON ST
$14M59K1.7%10
BRK/B
BERKSHIRE HATHAWAY CLASS B
$13M26K1.6%

Filing history

2025Q3Sep 30
$840M▲ 3.9%
497 positionsView →2025Q2Jun 30
$809M▲ 9.4%
503 positionsLocked2025Q1Mar 31
$739M▼ 0.8%
492 positionsLocked2024Q4Dec 31
$745M▼ 0.1%
477 positionsLocked2024Q3Sep 30
$746M▲ 7.8%
491 positionsLocked2024Q2Jun 30
$692M▲ 4.2%
477 positionsLocked2024Q1Mar 31
$664M▲ 5.4%
466 positionsLocked2023Q4Dec 31
$630M▲ 13.5%
458 positionsLocked2023Q3Sep 30
$555M▼ 1.9%
439 positionsLocked2023Q2Jun 30
$566M▲ 5.3%
432 positionsLocked2023Q1Mar 31
$537M▲ 18.5%
436 positionsLocked2022Q4Dec 31
$453M▲ 9.7%
410 positionsLocked
Showing 12 of 34