You're signed outSign in or to get full access.
Moloney Securities Asset Management, LLC
Moloney Securities Asset Management, LLC (MSAM) provides tailored investment planning and wealth management services, focusing on aligning investment strategies with clients' life goals. They offer a holistic approach incorporating unique risk tolerances, asset allocations, and investment preferences.
Investment Strategy
Holistic wealth management approach combining traditional and alternative investments.
Latest 13F Filing Activity
Moloney Securities Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 478 equity positions with a total 13F market value of $809M. The fund increased holdings in Microsoft Corp., Nvidia Corp., Vanguard Index Funds Vanguard among other positions. Moloney Securities Asset Management, LLC reduced exposure to Shopify Inc. CL A, Select Sector SPDR Trust the F, Apple Inc. among others.
Top Holdings
Equity Positions (478)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TBIL | RBB FD INC US TREASURY 3 MONTH | 6.32% | $51.1M | 1,022,473 | $49.99 | $50.00 | +$2.1M |
T TFLO | ISHARES TREASURY FLOATING RATE | 4.75% | $38.4M | 759,108 | $50.65 | $50.65 | +$2.3M |
M MSFT | MICROSOFT CORP | 3.14% | $25.4M | 51,117 | $170.34 | $497.41 | +$8.3M |
N NVDA | NVIDIA CORP | 2.78% | $22.5M | 142,331 | $46.33 | $157.99 | +$8.2M |
A AAPL | APPLE INC | 2.17% | $17.5M | 85,401 | $47.08 | $205.17 | -$1.9M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more