IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Moloney Securities Asset Management, LLC

Q4 2022 Holdings

Filed 2023-01-30 | 410 holdings | $453.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc(AAPL)COM037833100$16.1M123,8963.6%
Microsoft Corp(MSFT)COM594918104$12.0M49,9822.6%
Exxon Mobil Corp(XOM)COM30231G102$8.8M79,5231.9%
Berkshire Hathaway Inc del CL(BRK/B)COM084670702$8.1M26,2291.8%
Johnson & Johnson(JNJ)COM478160104$7.2M40,7081.6%
Ishares Trust Ishares 0 3 Mont(SGOV)COM46436E718$6.9M69,3331.5%
RBB FD Inc US Treasury 3 Month(TBIL)COM74933W452$6.8M136,2231.5%
Invesco QQQ TR Unit SER 1(QQQ)COM46090E103$5.4M20,1621.2%
Unitedhealth Group Inc(UNH)COM91324P102$5.4M10,0981.2%
Abbvie Inc(ABBV)COM00287Y109$5.2M32,1951.1%
Procter & Gamble Co(PG)COM742718109$5.2M34,0881.1%
Chevron Corporation(CVX)COM166764100$4.9M27,2431.1%
International Business Machine(IBM)COM459200101$4.9M34,4651.1%
Spdr S&P 500 ETF Trust(SPY)COM78462F103$4.7M12,3301.0%
Alphabet Inc Class A Common ST(GOOGL)COM02079K305$4.7M53,3741.0%
Amazon.com Inc(AMZN)COM023135106$4.7M55,5911.0%
Ishares Trust Ishares Msci USA(USMV)COM46429B697$4.7M64,5481.0%
Ishares Iboxx $ Investment GRA(LQD)COM464287242$4.6M43,9121.0%
Lockheed Martin Corp(LMT)COM539830109$4.4M9,0631.0%
Ishares Trust Ishares 7 10 YEA(IEF)COM464287440$4.3M44,5910.9%
Visa Inc CL A Common Stock(V)COM92826C839$4.2M20,3560.9%
Amgen Inc(AMGN)COM031162100$4.1M15,5970.9%
Block Inc Class A Common Stock(XYZ)COM852234103$3.8M60,6830.8%
Spdr Series Trust Spdr Portfol(SPYG)COM78464A409$3.8M74,6460.8%
Spdr S&P Dividend ETF(SDY)COM78464A763$3.7M29,1990.8%
Ishares Core S&P 500 ETF(IVV)COM464287200$3.5M9,1980.8%
General Dynamics Corp(GD)COM369550108$3.5M14,1120.8%
Home Depot Inc(HD)COM437076102$3.5M10,9970.8%
Walmart Inc Common Stock(WMT)COM931142103$3.5M24,4660.8%
JPMorgan Chase & Co(JPM)COM46625H100$3.4M25,5890.8%
Wisdomtree Trust U S Quality D(DGRW)COM97717X669$3.4M55,5350.7%
Mcdonalds Corp(MCD)COM580135101$3.4M12,7180.7%
Pepsico Inc Common Stock(PEP)COM713448108$3.3M18,5410.7%
Xcel Energy Inc Common Stock(XEL)COM98389B100$3.3M47,5910.7%
Spdr Series Trust Spdr Portfol(SPYM)COM78464A854$3.3M73,4140.7%
Invesco Exchange Traded Fund T(RSP)COM46137V357$3.3M23,3110.7%
Coca Cola Company (the)(KO)COM191216100$3.1M48,7920.7%
Alphabet Inc Class C Capital S(GOOG)COM02079K107$3.0M34,3640.7%
Starbucks Corp(SBUX)COM855244109$3.0M30,3760.7%
Select Sector Spdr Trust the H(XLV)COM81369Y209$2.9M21,5260.6%
SSgA Active Trust Spdr SSgA UL(ULST)COM78467V707$2.9M72,7750.6%
Nextera Energy Inc(NEE)COM65339F101$2.9M34,2080.6%
Texas Instruments Incorporated(TXN)COM882508104$2.8M16,8370.6%
Franklin Universal Trust-Sbi(FT)COM355145103$2.7M398,0410.6%
Honeywell Intl Inc(HON)COM438516106$2.7M12,4470.6%
Abbott Laboratories(ABT)COM002824100$2.5M23,0710.6%
Roche Holding LTD Sponsored(RHHBY)COM771195104$2.5M63,7100.6%
Metlife Inc(MET)COM59156R108$2.5M34,1510.5%
Cisco Systems Inc(CSCO)COM17275R102$2.4M50,9230.5%
Ishares Core S&P Mid Cap ETF(IJH)COM464287507$2.4M9,7770.5%
Page 1 of 9Next