| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 31 | Q2 2024 | 4.2% |
| MICROSOFT CORP | 31 | Q2 2024 | 3.6% |
| JOHNSON & JOHNSON COMMON STOCK | 31 | Q2 2024 | 3.2% |
| BERKSHIRE HATHAWAY INC DEL CL | 31 | Q2 2024 | 3.6% |
| ISHARES CORE S&P MID CAP ETF | 31 | Q2 2024 | 3.0% |
| PROCTER & GAMBLE CO | 31 | Q2 2024 | 1.9% |
| ALPHABET INC CLASS A COMMON ST | 31 | Q2 2024 | 1.8% |
| EXXON MOBIL CORP | 31 | Q2 2024 | 1.9% |
| AMAZON.COM INC | 31 | Q2 2024 | 1.9% |
| SQUARE INC CLASS A COM | 31 | Q2 2024 | 2.1% |
View Moloney Securities Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-03 |
View Moloney Securities Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.